AI时代基础设施投资一览
Semiconductors
$NVDA Nvidia
$AVGO Broadcom
$MRVL Marvell Technology
$INTC Intel
$AMD AMD
$TSM TSMC
$CLS Celestica
Cloud Service Providers
$AMZN Amazon
$MSFT Microsoft
$GOOGL Alphabet
$ORCL Oracle
$NOW ServiceNow
$BABA Alibaba Cloud
$IBM IBM
Servers
$SMCI Super Micro
$DELL Dell
$VRT Vertiv Holdings
$HPE HPE
Networking
$CSCO Cisco Systems
$ANET Arista Networks
$FFIV F5 Networks
$JNPR Juniper Networks
$CIEN Ciena
$EXTR Extreme Networks
$CRDO Credo Technology
Cloud and Data Services
$INOD Innodata
$INFN Infinera
$PLTR Palantir
$GTLB GitLab
$ESTC Elastic
$DDOG Datadog
$CFLT Confluent
$DOCN DigitalOcean
$SNOW Snowflake
$MDB MongoDB
Nuclear Energy
$SMR NuScale
$NNE Nano Nuclear
$BWXT BWX Tech
$OKLO Oklo
Rolls Royce
Energy and Utilities
$VST Vistra
$GEV GE Vernova
$CEG Constellation Energy
$ETR Entergy
$TLN Energy
$PEG PSEG
PNW Pinnacle West
NEE NextEra Energy
SRE Sempra Energy
SO Southern Company
D Dominion Energy
WEC WEC Energy Group
DUK Duke Energy
Data
$META Meta
$RDDT Reddit
Data Centers
$IREN Iris Energy
$CORZ Core Scientific
EQIX Equinix
GDS GDS Holdings
AMT American Tower
VNET VNET Group
Engineering and Construction
$PWR Quanta
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