<p>在科技行业，某些公司凌驾于其他公司之上，悄然成为市值数万亿美元的公司，并实现爆炸式增长。这里重点关注三家隐藏的巨头的秘密。这些行业领导者展示了卓越的市场主导地位、技术领先地位和战略远见，使它们成为大规模估值扩张的主要候选公司。了解这些公司的基本面和市场定位对于识别高潜力机会至关重要。</p>
<p>第一家公司是先进逻辑和晶体管技术材料工程过程的领导者。它站在市场重大转变的最前沿，实现了从 FinFET 技术向全环绕栅极晶体管的过渡。第二家公司是全球半导体和电信巨头。通过其尖端人工智能和 5G 技术的进步，它实现了实质性的收入增长和多元化。与此同时，第三家公司是企业资源规划解决方案的巨头。这表明其在云收入和积压方面取得了稳固增长，标志着其成功转型为基于云的服务。</p>
<p>简而言之，探索这些公司的独特优势和市场战略解释了它们为何可能成为未来数万亿美元的巨头。</p>
<h2>应用材料（AMAT）</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="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>来源：michelmond / Shutterstock.com</p>
<p><strong>应用材料</strong>（纳斯达克：<strong>AMAT</strong>）专注于先进逻辑和晶体管技术的材料工程过程。从 FinFET 技术向全环绕栅极（<strong>GAA</strong>）晶体管的过渡标志着应用材料的重大增长机遇。这一转变将使公司的晶体管模块市场从每 100,000 片晶圆每月的产能约 60 亿美元增加到约 70 亿美元。</p>
<p>毫无疑问，应用材料正朝着占据超过 50% 的晶体管工艺设备支出的目标迈进。在互连技术方面的强劲市场地位对于高速和低功耗数据传输至关重要。随着背面供电在大规模制造中的进一步增长，这一市场可能会进一步扩大约 10 亿美元。</p>
<p>此外，应用材料的领导地位还涵盖了高带宽存储器（<strong>HBM</strong>）封装技术，包括微凸点和硅通孔。公司预计，今年其 HBM 封装收入可能增加六倍，达到超过 6 亿美元。到 2024 年，先进封装产品组合可能产生约 17 亿美元的收入。随着异构集成变得更加普遍，这一领先地位还具有进一步增长的潜力。</p>
<p>总之，应用材料向全环绕栅极晶体管的转变显著扩大了其市场潜力，使其成为未来数万亿美元股票清单上备受关注的竞争者。</p>
<h2>高通（QCOM）</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="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>来源：photobyphm / Shutterstock.com</p>
<p><strong>高通</strong>（纳斯达克：<strong>QCOM</strong>）是一家半导体和电信设备领导者。公司在 2024 财年第二季度实现 94 亿美元的营收，表明其产品和服务需求强劲。高通的芯片组业务实现 80 亿美元的营收，反映了对安卓智能手机的强劲需求和汽车行业持续增长的动力。许可业务贡献了 13 亿美元的营收。事实上，许可收入的高利润性支持了高通的盈利能力，并提供了稳定的收入流。</p>
<p>此外，公司在 2024 财年上半年来自中国原始设备制造商的年度手机收入增长超过 40%。这表明高通在竞争激烈的市场中具有竞争力，并且在全球最大智能手机市场之一的需求反弹。高通 AI 中心的推出突显了公司帮助开发人员推广设备 AI 应用的承诺。该中心提供了 100 多个经过优化的 AI 模型。此外，在设备内 GenAI 能力方面，高通的骁龙 8 Gen 3 移动平台树立了性能标准。市场上对这些平台驱动的旗舰安卓设备的需求强劲，特别是在中国。</p>
<p>总体而言，公司的骁龙平台和人工智能倡议使其位居未来数万亿美元股票清单之首。</p>
<h2>SAP</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="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>来源：Tada Images / Shutterstock.com</p>
<p><strong>SAP</strong>（纽约证券交易所：<strong>SAP</strong>）是一家专注于企业资源规划（ERP）解决方案的跨国软件公司。公司在 2024 年第一季度的云积压增长了 28%，达到 142 亿欧元，创下有史以来最快的增长速度。云积压的大幅增加表明强劲的需求和未来业务的坚实管道。SAP 的云收入年增长率为 25%，在 2024 年第一季度达到 39 亿欧元。云 ERP 套件主要推动了这一增长。这一增长率为 32%，实现了 32 亿欧元的收入。</p>
<p>SAP 的 “占领和扩展” 战略也非常有效。特别是在将其现有客户群体转移到云端时。ERP 套件收入表明，SAP 通过逐步向现有客户群体提供附加服务实现了新客户的获取。这一战略支持可持续的收入增长。此外，尽管面临重组准备金和股权激励等困难，SAP 在 2024 年第一季度的营业利润为 15 亿欧元，较去年同期增长 19%。</p>
<p>总的来说，SAP 在云收入大幅增长和云积压扩大方面的显著增长巩固了其在未来数万亿美元股票清单中的地位。</p>
<p><em>在发布日期，Yiannis Zourmpanos 未持有（直接或间接）本文提及的证券中的任何头寸。本文中表达的观点属于作者个人，遵守 InvestorPlace.com 的发布准则。</em></p>
<p><em>在发布日期，负责编辑未持有（直接或间接）本文提及的证券中的任何头寸。</em></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、科技</p>
<p>蓝筹股</p>

费城交易所 半导体 ETF - iShares

半导体 3 倍做空 - Direxion

半导体 3 倍做多 - Direxion

半导体

<p>科技行业的某些公司有望成为万亿美元巨头。其中三家隐藏的巨头受到关注，包括一家在先进逻辑和晶体管技术的材料工程领域领先的公司，一家全球半导体和电信巨头，以及一家企业资源规划解决方案领域的巨头。这些公司展示了出色的市场主导地位和战略远见，使它们成为大规模估值扩张的主要候选公司。了解它们的基本面和市场地位对于识别高潜力机会至关重要</p>

<p>Certain companies rise above the rest in the technology sector, quietly positioning themselves as trillion-dollar companies with explosive growth. Here, the focus is on the secrets of three such hidden titans. These industry leaders showcase exceptional market dominance, technological leadership, and strategic foresight, which make them prime candidates for massive valuation expansion. Understanding these companies’ fundamentals and market positions is vital to identifying high-potential opportunities.</p>
<div class="lb-trans"><p>在科技行业，某些公司凌驾于其他公司之上，悄然成为市值数万亿美元的公司，并实现爆炸式增长。这里重点关注三家隐藏的巨头的秘密。这些行业领导者展示了卓越的市场主导地位、技术领先地位和战略远见，使它们成为大规模估值扩张的主要候选公司。了解这些公司的基本面和市场定位对于识别高潜力机会至关重要。</p>
</div><p>The first company is a leader in materials engineering processes for advanced logic and transistor technology. It stands at the forefront of a major market shift with the transition to gate-all-around transistors. The second company is a global semiconductor and telecommunications powerhouse. It derives substantial revenue growth and diversification through its cutting-edge AI and 5G advancements. Meanwhile, the third company is a titan in enterprise resource planning solutions. This demonstrates solid growth in cloud revenue and backlog, marking its successful transition to cloud-based services.</p>
<div class="lb-trans"><p>第一家公司是先进逻辑和晶体管技术材料工程过程的领导者。它站在市场重大转变的最前沿，实现了从 FinFET 技术向全环绕栅极晶体管的过渡。第二家公司是全球半导体和电信巨头。通过其尖端人工智能和 5G 技术的进步，它实现了实质性的收入增长和多元化。与此同时，第三家公司是企业资源规划解决方案的巨头。这表明其在云收入和积压方面取得了稳固增长，标志着其成功转型为基于云的服务。</p>
</div><p>In short, exploring these companies’ unique strengths and market strategies explains why they may become the future trillion-dollar giants.</p>
<div class="lb-trans"><p>简而言之，探索这些公司的独特优势和市场战略解释了它们为何可能成为未来数万亿美元的巨头。</p>
</div><h2>Applied Materials (AMAT)</h2>
<div class="lb-trans"><h2>应用材料（AMAT）</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: michelmond / Shutterstock.com</p>
<div class="lb-trans"><p>来源：michelmond / Shutterstock.com</p>
</div><p><strong>Applied Materials</strong>(NASDAQ:<strong>AMAT</strong>) specializes in materials engineering processes for advanced logic and transistor technology. The transition to gate-all-around ( <strong>GAA</strong>) transistors from FinFET technology marks a significant growth opportunity for Applied. This shift increases the company’s market for transistor modules from around $6 billion to approximately $7 billion for every 100,000 wafer starts per month of capacity.</p>
<div class="lb-trans"><p><strong>应用材料</strong>（纳斯达克：<strong>AMAT</strong>）专注于先进逻辑和晶体管技术的材料工程过程。从 FinFET 技术向全环绕栅极（<strong>GAA</strong>）晶体管的过渡标志着应用材料的重大增长机遇。这一转变将使公司的晶体管模块市场从每 100,000 片晶圆每月的产能约 60 亿美元增加到约 70 亿美元。</p>
</div><p>Certainly, Applied Materials is on track to capture over 50% of the process equipment spending for transistor steps. This strong market position in interconnect technologies is critical for high-speed and low-power data transmission. This may grow further with backside power delivery in volume manufacturing, adding another $1 billion to the available market.</p>
<div class="lb-trans"><p>毫无疑问，应用材料正朝着占据超过 50% 的晶体管工艺设备支出的目标迈进。在互连技术方面的强劲市场地位对于高速和低功耗数据传输至关重要。随着背面供电在大规模制造中的进一步增长，这一市场可能会进一步扩大约 10 亿美元。</p>
</div><p>Further, Applied Material’s leadership extends to high-bandwidth memory ( <strong>HBM</strong>) packaging technologies, including micro-bump and through-silicon via. The company anticipates that its HBM packaging revenue could increase sixfold this year, reaching over $600 million. The advanced packaging product portfolio may generate approximately $1.7 billion in revenue in 2024. This is along with the potential for further growth as heterogeneous integration becomes more widespread.</p>
<div class="lb-trans"><p>此外，应用材料的领导地位还涵盖了高带宽存储器（<strong>HBM</strong>）封装技术，包括微凸点和硅通孔。公司预计，今年其 HBM 封装收入可能增加六倍，达到超过 6 亿美元。到 2024 年，先进封装产品组合可能产生约 17 亿美元的收入。随着异构集成变得更加普遍，这一领先地位还具有进一步增长的潜力。</p>
</div><p>To conclude, Applied Materials’ shift to gate-all-around transistors significantly expands its market potential, making it a high-profile contender for the future trillion-dollar stocks list.</p>
<div class="lb-trans"><p>总之，应用材料向全环绕栅极晶体管的转变显著扩大了其市场潜力，使其成为未来数万亿美元股票清单上备受关注的竞争者。</p>
</div><h2>Qualcomm (QCOM)</h2>
<div class="lb-trans"><h2>高通（QCOM）</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: photobyphm / Shutterstock.com</p>
<div class="lb-trans"><p>来源：photobyphm / Shutterstock.com</p>
</div><p><strong>Qualcomm</strong> (NASDAQ:<strong>QCOM</strong>) is a semiconductor and telecommunications equipment leader. The company had revenues of $9.4 billion for fiscal 2024 Q2, which indicates a robust demand for its products and services. Qualcomm’s chipset business generated $8 billion in revenues, reflecting strong premature demand for Android smartphones and continued momentum in the automotive sector. The licensing business contributed $1.3 billion in revenues. Indeed, the high-margin nature of licensing revenues supports Qualcomm’s profitability and provides a stable income stream.</p>
<div class="lb-trans"><p><strong>高通</strong>（纳斯达克：<strong>QCOM</strong>）是一家半导体和电信设备领导者。公司在 2024 财年第二季度实现 94 亿美元的营收，表明其产品和服务需求强劲。高通的芯片组业务实现 80 亿美元的营收，反映了对安卓智能手机的强劲需求和汽车行业持续增长的动力。许可业务贡献了 13 亿美元的营收。事实上，许可收入的高利润性支持了高通的盈利能力，并提供了稳定的收入流。</p>
</div><p>Moreover, the company’s annual handset revenues from Chinese original equipment manufacturers increased by more than 40% in H1 fiscal 2024. This demonstrates Qualcomm’s competitive end and the rebound in demand in one of the biggest smartphone markets. The introduction of the Qualcomm AI Hub highlights the company’s commitment to helping developers market on-device AI apps. The hub offers a collection of over 100 pre-optimized AI models. Furthermore, in terms of on-device GenAI capabilities, Qualcomm’s Snapdragon 8 Gen 3 mobile platforms set the standard for performance. There is a strong demand for flagship Android devices powered by these platforms, particularly in China.</p>
<div class="lb-trans"><p>此外，公司在 2024 财年上半年来自中国原始设备制造商的年度手机收入增长超过 40%。这表明高通在竞争激烈的市场中具有竞争力，并且在全球最大智能手机市场之一的需求反弹。高通 AI 中心的推出突显了公司帮助开发人员推广设备 AI 应用的承诺。该中心提供了 100 多个经过优化的 AI 模型。此外，在设备内 GenAI 能力方面，高通的骁龙 8 Gen 3 移动平台树立了性能标准。市场上对这些平台驱动的旗舰安卓设备的需求强劲，特别是在中国。</p>
</div><p>Overall, the company’s Snapdragon platforms and AI initiatives position it at the top of the future trillion-dollar stocks list.</p>
<div class="lb-trans"><p>总体而言，公司的骁龙平台和人工智能倡议使其位居未来数万亿美元股票清单之首。</p>
</div><h2>SAP (SAP)</h2>
<div class="lb-trans"><h2>SAP</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: Tada Images / Shutterstock.com</p>
<div class="lb-trans"><p>来源：Tada Images / Shutterstock.com</p>
</div><p><strong>SAP</strong> (NYSE:<strong>SAP</strong>) is a multinational software corporation focusing on enterprise resource planning (ERP) solutions. The company’s cloud backlog grew by 28% to EUR14.2 billion in Q1 2024, marking the fastest growth on record. This substantial increase in the cloud backlog indicates strong demand and a solid pipeline of future business. Cloud revenue for SAP increased by 25% annually, reaching EUR3.9 billion in Q1 2024. The cloud ERP suite primarily drove this growth. This has a 32% increase, achieving EUR3.2 billion in revenue.</p>
<div class="lb-trans"><p><strong>SAP</strong>（纽约证券交易所：<strong>SAP</strong>）是一家专注于企业资源规划（ERP）解决方案的跨国软件公司。公司在 2024 年第一季度的云积压增长了 28%，达到 142 亿欧元，创下有史以来最快的增长速度。云积压的大幅增加表明强劲的需求和未来业务的坚实管道。SAP 的云收入年增长率为 25%，在 2024 年第一季度达到 39 亿欧元。云 ERP 套件主要推动了这一增长。这一增长率为 32%，实现了 32 亿欧元的收入。</p>
</div><p>SAP’s “land and expand” strategy has also been highly effective. This is particularly true when moving its installed base to the cloud. ERP Suite revenue indicates that SAP is acquiring new customers by progressively upselling and cross-selling additional services to its existing customer base. This strategy supports sustainable revenue growth. Moreover, SAP’s operating profit in Q1 2024 was EUR1.5 billion, a 19% increase compared to the previous year. This improvement came despite the adversities of restructuring provisions and stock-based compensation.</p>
<div class="lb-trans"><p>SAP 的 “占领和扩展” 战略也非常有效。特别是在将其现有客户群体转移到云端时。ERP 套件收入表明，SAP 通过逐步向现有客户群体提供附加服务实现了新客户的获取。这一战略支持可持续的收入增长。此外，尽管面临重组准备金和股权激励等困难，SAP 在 2024 年第一季度的营业利润为 15 亿欧元，较去年同期增长 19%。</p>
</div><p>In summary, SAP’s significant growth in cloud revenue and expanding cloud backlog solidified its place among future trillion-dollar stocks.</p>
<div class="lb-trans"><p>总的来说，SAP 在云收入大幅增长和云积压扩大方面的显著增长巩固了其在未来数万亿美元股票清单中的地位。</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><em>在发布日期，Yiannis Zourmpanos 未持有（直接或间接）本文提及的证券中的任何头寸。本文中表达的观点属于作者个人，遵守 InvestorPlace.com 的发布准则。</em></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><em>在发布日期，负责编辑未持有（直接或间接）本文提及的证券中的任何头寸。</em></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、科技</p>
</div><p>Blue-Chip Stocks</p>
<div class="lb-trans"><p>蓝筹股</p>
</div>

三只潜力股即将爆发，成为万亿美元巨头