<p>在股票投资这个快节奏的世界中，发掘潜在的下一代科技股可能会极大地影响投资者的投资组合。这些企业在市场上有显著的发展优势，除了拥有良好的基础之外。</p>
<p>无论是强大的收入模型、有效的成本控制，还是精心计划的扩张，了解这些企业的独特之处对投资者至关重要。作为数据流和集成领域的顶尖领导者之一，它拥有不断增长的高价值客户群和显著的毛利率增长，展示了其潜力。</p>
<p>与此同时，名单上的另一家公司利用集成电路生产的优势，在市场逆风面前保持增长。最终的选择专注于技术分销，通过其谨慎的资本配置计划和强劲的盈利能力措施展现出稳健性。</p>
<p>这些公司的财务表现和战略进展揭示了它们在潜在的百万富翁制造者中的卓越选择。在当今竞争激烈的股票市场环境中，做出明智的决策需要了解这些公司的发展路径和基本面。</p>
<h2>Confluent (CFLT)</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>来源：solarseven/Shutterstock</p>
<p><strong>Confluent</strong>（纳斯达克：<strong>CFLT</strong>）专注于数据流和集成大规模数据流。该公司的营运利润率在 2024 年第一季度提高了 22 个百分点，达到 1.5%。这是连续第四个季度实现的超过 20 个百分点的改善。</p>
<p>总体毛利率增加了 4.7%，达到 76.9%。因此，这些毛利率增长展示了 Confluent 在扩张过程中如何有效扩展和管理其成本结构。</p>
<p>此外，年度重复收入至少为 10 万美元的客户增加了 17%，达到 1,260 家。客户数量的扩大，特别是在高价值领域，反映了 Confluent 吸引和留住更大企业的能力。</p>
<p>Confluent 是一家下一代科技股，其潜力源于其强劲的毛利率改善和战略重点放在扩大高价值企业客户上。</p>
<h2>Photronics (PLAB)</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>来源：sdecoret / Shutterstock.com</p>
<p>光掩膜制造商 <strong>Photronics</strong>（纳斯达克：<strong>PLAB</strong>）在半导体行业运营。尽管遇到台湾灾难和中国新年后需求疲软等障碍，Photronics 在营收方面表现坚韧。</p>
<p>该公司报告了 2024 财年第二季度总销售额为 2.17 亿美元。这代表了微小的环比增长和可控的同比减少 5%。在此中，IC 部门的收入达到 1.609 亿美元，显示出与上一季度相比略有增长，尽管与前一年同期相比下降了 4%。</p>
<p>此外，Photronics 能够利用有利的市场条件应对更普遍的行业限制。IC 部门的营收增长反映了主流稳定需求和市场份额增加。</p>
<p>另一方面，短期因素如高端趋势疲软，加剧了地震影响和外汇困难，导致收入下降。Photronics 克服这些障碍，保持稳定的毛利率。根据公司的说法，这与上一季度的结果一致，展示了在销售波动面前高效的成本控制技术。</p>
<p>简而言之，公司能够利用主流 IC 需求并保持稳定的毛利率，巩固了其在下一代科技股名单上的地位。</p>
<h2>ScanSource (SCSC)</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>来源：Shutterstock</p>
<p>领先的混合分销商 <strong>ScanSource</strong>（纳斯达克：<strong>SCSC</strong>）在技术分销领域处于领先地位。尽管净收入总体下降，ScanSource 保持了健康的毛利率，这对于保持盈利能力和资助更多项目至关重要。</p>
<p>2024 财年第三季度的毛利率为 12.6%，超出预期，这得益于 Intelisys 重复销售的有利组合。这种毛利率管理展示了 ScanSource 成功调整其定价和产品组合策略，即使在需求减少时也能最大化盈利。</p>
<p>此外，凭借 1.59 亿美元的现金和在过去 12 个月调整后的 EBITDA 基础上的零以下净债务杠杆率，ScanSource 继续保持稳健的资产负债表。这种财务稳定性为股份回购和收购等战略活动提供了空间。</p>
<p>保守的资本配置策略还包括保持稳健的资产负债表，适度借款并投资于高毛利、重复收入公司。因此，这种策略降低了财务风险，同时促进长期增长。</p>
<p>总的来说，ScanSource 之所以被列入潜在的下一代科技股名单，是因为其强劲的毛利率和对高毛利重复收入业务的投资。</p>
<p>_在本文发布日期，Yiannis Zourmpanos 未持有（直接或间接）本文提及的任何证券头寸。本文中表达的观点属于作者个人，受 InvestorPlace.com 发布指南约束。</p>
<p>_在本文发布日期，负责编辑未持有（直接或间接）本文提及的任何证券头寸。</p>
<p>Yiannis Zourmpanos 是 Yiazou Capital Research 的创始人，这是一个旨在通过深入的业务分析提升尽职调查过程的股市研究平台。</p>
<p>半导体、软件、技术</p>
<p>成长股、低估值股</p>

SCSC

福尼克斯

CFLT

<p>发掘具有强大营收模型和战略进展的潜在下一代科技股，可以极大地影响投资者的投资组合。Confluent（CFLT）专注于数据流和集成，显示出显著的毛利润增长和不断增长的客户群。福尼克斯（PLAB）是一家光罩制造商，保持稳定的毛利率，并利用主流集成电路需求。ScanSource（SCSC）是一家领先的技术分销商，成功管理其毛利润率，并保持稳健的资产负债表。这些公司为投资者在快节奏的股票投资世界中提供了潜在机会</p>

<p>Uncovering prospective next-gen tech stocks may greatly influence an investor’s portfolio in the fast-paced world of stock investing. These businesses have advantages for significant development in the market, in addition to having good foundations.</p>
<div class="lb-trans"><p>在股票投资这个快节奏的世界中，发掘潜在的下一代科技股可能会极大地影响投资者的投资组合。这些企业在市场上有显著的发展优势，除了拥有良好的基础之外。</p>
</div><p>Whether it is robust revenue models, effective cost control, or calculated expansions, knowing what makes these businesses unique is essential for investors. One of the top leaders in data streaming and integration, it has a growing customer base of high-value clients and significant gross margin increases to show off its potential.</p>
<div class="lb-trans"><p>无论是强大的收入模型、有效的成本控制，还是精心计划的扩张，了解这些企业的独特之处对投资者至关重要。作为数据流和集成领域的顶尖领导者之一，它拥有不断增长的高价值客户群和显著的毛利率增长，展示了其潜力。</p>
</div><p>Meanwhile, another company on the list uses its advantages in integrated circuit production to maintain growth in the face of market headwinds. The final choice, which focuses on technology distribution, exhibits robustness through its careful capital allocation plans and strong profitability measures.</p>
<div class="lb-trans"><p>与此同时，名单上的另一家公司利用集成电路生产的优势，在市场逆风面前保持增长。最终的选择专注于技术分销，通过其谨慎的资本配置计划和强劲的盈利能力措施展现出稳健性。</p>
</div><p>The companies’ financial performance and strategic advancements provide insight into what makes them exceptional options among prospective millionaire-makers. In today’s competitive stock market climate, making well-informed decisions requires understanding these firms’ development paths and fundamentals.</p>
<div class="lb-trans"><p>这些公司的财务表现和战略进展揭示了它们在潜在的百万富翁制造者中的卓越选择。在当今竞争激烈的股票市场环境中，做出明智的决策需要了解这些公司的发展路径和基本面。</p>
</div><h2>Confluent (CFLT)</h2>
<div class="lb-trans"><h2>Confluent (CFLT)</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: solarseven/Shutterstock</p>
<div class="lb-trans"><p>来源：solarseven/Shutterstock</p>
</div><p><strong>Confluent</strong> (NASDAQ:<strong>CFLT</strong>) specializes in data streaming and integrating large-scale data flows. The company’s operating margin improved by 22 percentage points to 1.5% in Q1 2024. This increase is a more than 20-point improvement for the fourth straight quarter.</p>
<div class="lb-trans"><p><strong>Confluent</strong>（纳斯达克：<strong>CFLT</strong>）专注于数据流和集成大规模数据流。该公司的营运利润率在 2024 年第一季度提高了 22 个百分点，达到 1.5%。这是连续第四个季度实现的超过 20 个百分点的改善。</p>
</div><p>The overall gross margin increased by 4.7% to 76.9%. Hence, these margin increases demonstrate how well Confluent can scale and manage its cost structure as it expands.</p>
<div class="lb-trans"><p>总体毛利率增加了 4.7%，达到 76.9%。因此，这些毛利率增长展示了 Confluent 在扩张过程中如何有效扩展和管理其成本结构。</p>
</div><p>Moreover, clients with an annual recurring revenue of at least $100,000 increased by 17% to 1,260. The expansion in the number of customers, particularly in high-value areas, reflects Confluent’s capacity to draw in and keep bigger businesses.</p>
<div class="lb-trans"><p>此外，年度重复收入至少为 10 万美元的客户增加了 17%，达到 1,260 家。客户数量的扩大，特别是在高价值领域，反映了 Confluent 吸引和留住更大企业的能力。</p>
</div><p>Confluent is a next-gen tech stock whose potential stems from its robust gross margin improvements and strategic focus on expanding its high-value enterprise clients.</p>
<div class="lb-trans"><p>Confluent 是一家下一代科技股，其潜力源于其强劲的毛利率改善和战略重点放在扩大高价值企业客户上。</p>
</div><h2>Photronics (PLAB)</h2>
<div class="lb-trans"><h2>Photronics (PLAB)</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: sdecoret / Shutterstock.com</p>
<div class="lb-trans"><p>来源：sdecoret / Shutterstock.com</p>
</div><p>The photomask manufacturer, <strong>Photronics</strong> (NASDAQ:<strong>PLAB</strong>) operates in the semiconductor industry. Photronics showed tenacity in its revenue success, despite obstacles like the disasters in Taiwan and weak demand after the Chinese New Year.</p>
<div class="lb-trans"><p>光掩膜制造商 <strong>Photronics</strong>（纳斯达克：<strong>PLAB</strong>）在半导体行业运营。尽管遇到台湾灾难和中国新年后需求疲软等障碍，Photronics 在营收方面表现坚韧。</p>
</div><p>The firm reported $217 million in total sales for the second quarter of fiscal 2024. This represents a tiny sequential gain and a manageable 5% reduction year over year. Within this, revenue for the IC segment came to $160.9 million, indicating a 2% increase from the prior quarter despite a 4% decline from the same time in the previous year.</p>
<div class="lb-trans"><p>该公司报告了 2024 财年第二季度总销售额为 2.17 亿美元。这代表了微小的环比增长和可控的同比减少 5%。在此中，IC 部门的收入达到 1.609 亿美元，显示出与上一季度相比略有增长，尽管与前一年同期相比下降了 4%。</p>
</div><p>Further, Photronics can take advantage of advantageous market conditions in the face of more general industry constraints. Reflected in the IC segment’s top-line growth, this is being driven by mainstream solid demand and increases in market share.</p>
<div class="lb-trans"><p>此外，Photronics 能够利用有利的市场条件应对更普遍的行业限制。IC 部门的营收增长反映了主流稳定需求和市场份额增加。</p>
</div><p>On the other hand, short-term factors like weak high-end trends made worse by the effects of earthquakes and difficulties with foreign exchange meant that income fell. Photronics overcame these obstacles to maintain a steady gross margin. This was in line with the prior quarter’s results, according to the company, demonstrating efficient cost-control techniques in the face of sales volatility.</p>
<div class="lb-trans"><p>另一方面，短期因素如高端趋势疲软，加剧了地震影响和外汇困难，导致收入下降。Photronics 克服这些障碍，保持稳定的毛利率。根据公司的说法，这与上一季度的结果一致，展示了在销售波动面前高效的成本控制技术。</p>
</div><p>In short, the company’s ability to capitalize on mainstream IC demand and maintain stable gross margins solidifies its presence on the next-gen tech stocks list.</p>
<div class="lb-trans"><p>简而言之，公司能够利用主流 IC 需求并保持稳定的毛利率，巩固了其在下一代科技股名单上的地位。</p>
</div><h2>ScanSource (SCSC)</h2>
<div class="lb-trans"><h2>ScanSource (SCSC)</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: Shutterstock</p>
<div class="lb-trans"><p>来源：Shutterstock</p>
</div><p>The leading hybrid distributor, <strong>ScanSource</strong> (NASDAQ: <strong>SCSC</strong>), leads in technology distribution. Despite the overall drop in net revenues, ScanSource maintained a healthy gross profit margin, which is essential for maintaining profitability and funding more projects.</p>
<div class="lb-trans"><p>领先的混合分销商 <strong>ScanSource</strong>（纳斯达克：<strong>SCSC</strong>）在技术分销领域处于领先地位。尽管净收入总体下降，ScanSource 保持了健康的毛利率，这对于保持盈利能力和资助更多项目至关重要。</p>
</div><p>The gross profit margin for Q3 of FY 2024 was 12.6%, which exceeded expectations because of a favorable mix of Intelisys recurring sales. This margin management demonstrates ScanSource’s ability to modify its pricing and product mix strategies successfully, maximizing profitability even in times of decreased demand.</p>
<div class="lb-trans"><p>2024 财年第三季度的毛利率为 12.6%，超出预期，这得益于 Intelisys 重复销售的有利组合。这种毛利率管理展示了 ScanSource 成功调整其定价和产品组合策略，即使在需求减少时也能最大化盈利。</p>
</div><p>Moreover, with $159 million in cash and a net debt leverage ratio below zero on a trailing 12-month adjusted EBITDA basis, ScanSource continues to maintain a solid balance sheet. This financial stability offers room for strategic activities like share repurchases and acquisitions.</p>
<div class="lb-trans"><p>此外，凭借 1.59 亿美元的现金和在过去 12 个月调整后的 EBITDA 基础上的零以下净债务杠杆率，ScanSource 继续保持稳健的资产负债表。这种财务稳定性为股份回购和收购等战略活动提供了空间。</p>
</div><p>The conservative capital allocation strategy also entails keeping a solid balance sheet with moderate borrowing and investing in high-margin, recurring revenue companies. Hence, this strategy reduces financial risks while promoting long-term growth.</p>
<div class="lb-trans"><p>保守的资本配置策略还包括保持稳健的资产负债表，适度借款并投资于高毛利、重复收入公司。因此，这种策略降低了财务风险，同时促进长期增长。</p>
</div><p>Overall, Scansource’s inclusion in the potential next-gen tech stocks list is attributed to its strong gross profit margins and investments in high-margin recurring revenue businesses.</p>
<div class="lb-trans"><p>总的来说，ScanSource 之所以被列入潜在的下一代科技股名单，是因为其强劲的毛利率和对高毛利重复收入业务的投资。</p>
</div><p><em>On the date of publication, Yiannis Zourmpanos did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.</em></p>
<div class="lb-trans"><p>_在本文发布日期，Yiannis Zourmpanos 未持有（直接或间接）本文提及的任何证券头寸。本文中表达的观点属于作者个人，受 InvestorPlace.com 发布指南约束。</p>
</div><p><em>On the date of publication, the responsible editor did not have (either directly or indirectly) any positions in the securities mentioned in this article.</em></p>
<div class="lb-trans"><p>_在本文发布日期，负责编辑未持有（直接或间接）本文提及的任何证券头寸。</p>
</div><p>Yiannis Zourmpanos is the founder of Yiazou Capital Research, a stock-market research platform designed to elevate the due diligence process through in-depth business analysis.</p>
<div class="lb-trans"><p>Yiannis Zourmpanos 是 Yiazou Capital Research 的创始人，这是一个旨在通过深入的业务分析提升尽职调查过程的股市研究平台。</p>
</div><p>Semiconductor, Software, Technology</p>
<div class="lb-trans"><p>半导体、软件、技术</p>
</div><p>Growth Stocks, Undervalued Stocks</p>
<div class="lb-trans"><p>成长股、低估值股</p>
</div>

3 只可能造就百万富翁的下一代科技股票