AI Infrastructure Stocks

결과

1개 신규

AI doesn't exist in a vacuum, it requires a massive physical foundation of specialized data centers, high-density cooling, and advanced electrical connectivity. As the market shifts from speculative software to the physical layer, critical infrastructure providers are turning this unprecedented demand into actual cash flow. We’ve identified the best “picks and shovels” of the AI gold rush, companies with revenue growth and the operational efficiency to convert sales into liquid capital.

89개 기업

기업	최종 가격	7일 수익률	1년 수익률	시가총액	애널리스트 목표가	가치평가	성장	배당 수익률
ANET	US$192.93	3.7%	28.0%	US$245.9b	US$241.04	60.2	19.4%	n/a
WDC	US$482.28	7.4%	407.6%	US$172.1b	US$664.92	18.7	18.2%	0.1%
300308	CN¥890.10	9.5%	102.3%	CN¥1.0t	CN¥1,392.11	50.9	57.4%	0.3%
2308	NT$1,675.00	-4.8%	101.6%	NT$4.4t	NT$2,474.18	53.3	29.9%	0.7%
DELTA	฿268.00	10.3%	73.5%	฿3.3t	฿341.32	112.0	25.2%	0.2%
VRT	US$248.13	-7.7%	82.8%	US$101.2b	US$338.15	55.2	24.2%	0.1%
6981	JP¥7,525.00	9.0%	202.0%	JP¥13.7t	JP¥10,117.65	51.6	24.7%	0.9%
LITE	US$988.98	13.6%	499.8%	US$87.8b	US$1,148.43	29.4	101.5%	n/a
KEYS	US$325.65	0.9%	88.9%	US$56.4b	US$415.08	43.3	20.4%	n/a
600183	CN¥146.96	2.6%	178.5%	CN¥357.0b	CN¥179.85	68.7	29.7%	1.1%
300394	CN¥269.00	8.1%	89.6%	CN¥293.4b	CN¥321.64	126.4	48.9%	0.2%
FLEX	US$112.68	6.4%	94.1%	US$42.2b	US$160.50	42.8	44.9%	n/a
6669	NT$2,345.00	-5.3%	111.3%	NT$1.3t	NT$2,749.77	22.4	31.7%	1.1%
2382	NT$336.00	0.3%	24.4%	NT$1.3t	NT$427.84	14.6	18.6%	4.6%
CLS	CA$450.34	5.3%	32.4%	CA$52.9b	CA$680.94	33.5	34.9%	n/a
4062	JP¥20,680.00	4.9%	388.7%	JP¥5.8t	JP¥24,700.00	83.9	26.1%	0.2%
6869	HK$177.40	8.2%	231.0%	HK$278.6b	HK$224.53	36.2	16.1%	0.2%
2345	NT$1,965.00	-6.0%	75.4%	NT$1.1t	NT$3,138.77	30.9	36.2%	0.8%
300476	CN¥229.95	3.3%	-32.0%	CN¥219.9b	CN¥416.68	45.0	54.4%	0.9%
JBL	US$311.37	4.0%	44.3%	US$32.7b	US$429.56	37.9	31.0%	0.1%
P	US$94.10	-4.1%	14.1%	US$32.3b	US$130.53	123.8	41.9%	n/a
SMCI	US$38.93	5.2%	-11.3%	US$26.4b	US$42.38	11.6	16.3%	n/a
2301	NT$291.00	-2.7%	75.8%	NT$660.3b	NT$290.64	34.0	33.7%	1.7%
301165	CN¥108.56	-7.3%	69.5%	CN¥120.9b	CN¥146.88	128.8	45.9%	0.3%

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