<p>尽管信息技术在 2025 年迄今为止是表现最好的行业之一，但其回报在整个科技领域并不均匀分布。</p>
<p>当许多投资者想到科技时，他们会想到 “七大巨头”——包括苹果公司（Apple Inc. NASDAQ: AAPL）、谷歌母公司 Alphabet（NASDAQ: GOOG）等科技领域的巨头。但深入分析表现后，作为一个整体，这些市值巨大的公司年初至今（YTD）的表现与更广泛的市场大致相当。例如，追踪这七家公司表现的 Roundhill Magnificent Seven ETF（BATS: MAGS）在此期间的回报为 9.6%，而标准普尔 500 指数的回报为 9.3%。</p>
<p>为了对科技领域有一个新的看法，可以考虑一些较小的颠覆者，如 indie Semiconductor Inc.（NASDAQ: INDI）、ACM Research Inc.（NASDAQ: ACMR）和 Arteris Inc.（NASDAQ: AIP）。尽管这三家公司中只有一家在年初至今的表现上超越了 “七大巨头”，但它们都有巨大的潜力、分析师支持，并且获得的投资者关注显著较少。</p>
<p>获取 <strong>indie Semiconductor</strong> 的提醒：</p>
<h2>indie Semiconductor：悄然引领汽车芯片革命</h2>
<p>indie 是一家专注于汽车行业的半导体制造商。这家市值不足 10 亿美元的小公司在今年第二季度的收入超出预期，尽管汽车公司面临困难环境，其非公认会计原则（non-GAAP）毛利率仍达 49.1%。该公司的先进驾驶辅助系统（ADAS）软件和组件是亮点，因为该公司正准备在今年晚些时候扩大其 77 GHz 雷达芯片组的生产。</p>
<p>与此同时，indie 在光子学领域也取得了成功，其 LXM 激光器是一种可能对 <strong>日益流行的 LiDAR 技术</strong> 产生变革性影响的产品，该技术通常用于自动驾驶汽车。仅该产品的可寻址市场到 2030 年可能达到 50 亿美元。该公司在削减季度亏损、降低运营费用的同时，还通过收购 Emotion3D 扩大了其在感知软件许可领域的技术覆盖。</p>
<p>凭借强大的知识产权和与原始设备制造商（OEM）的良好关系，indie 的表现并不令人意外，MarketBeat 覆盖的六位分析师中有五位给予该股票买入评级。尽管它仍处于亏损状态，因此风险较高，但 <strong>分析师们认为其潜在上涨空间接近 39%</strong>。</p>
<h2>ACM：扎根中国的芯片设备创新者</h2>
<p>ACM 在芯片制造领域扮演着重要角色，专注于单片湿法清洗设备。该公司处于独特的位置：它总部位于美国，但越来越多地在中国开展业务。虽然这使其容易受到这两个国家之间持续贸易战的影响，但 ACM 迄今为止成功度过了风暴。该公司的收入在最新季度同比增长超过 6%，达到超过 2.15 亿美元，超出预期，主要得益于其 Ultra C WB 湿法工作台工具的销售。</p>
<p>中国半导体领域正在快速增长，ACM 的产品线正在扩展以满足日益增长的需求。该公司将在未来几个季度推出多个新平台和工具，预计对收入的影响将在 2026 年开始显现。在最新的财报中，ACM 甚至将其对中国业务的长期收入预测几乎翻倍，达到 25 亿美元。</p>
<p>ACMR 的股票年初至今 <strong>上涨了近 14%</strong>，而 <strong>共识目标价为 26.33 美元，</strong> 分析师们似乎预期未来还有进一步的上涨空间。尽管该公司并不常被分析师评估，但三分之二的分析师 <strong>给予其买入评级</strong>。</p>
<h2>Arteris：为 AI 芯片的基础架构提供动力</h2>
<p>另一家半导体公司 Arteris 负责用于互连应用的芯片内互连结构技术。该公司在许多 AI 及相关芯片的开发中扮演着一个常被忽视但至关重要的角色。尽管 ** 其业务利润率高并依赖于版税收入，**Arteris 长期以来一直面临盈利能力问题，走出持续亏损的道路并不完全清晰。</p>
<p>在 2025 年第二季度的财报中，该公司公布了 1650 万美元的收入，超出预期。尽管仍处于亏损状态，GAAP 净亏损为 913 万美元（每股 22 美分），但关键绩效指标如年度合同价值和剩余履约义务同比增长了两位数，显示出良好的前进势头。</p>
<p>对于一家市值不足 4 亿美元的小公司，Arteris 有潜力对全球最热门的行业产生超出其规模的影响。该公司的低债务水平和引人注目的资产负债表也使其脱颖而出。这可能是为什么所有三位对 AIP 股票进行评级的分析师都给予其买入评级，以及这些分析师集体 <strong>预计股票将上涨近三分之二</strong> 的原因。</p>
<h2>你现在应该投资 1000 美元在 indie Semiconductor 吗？</h2>
<p>在你考虑 indie Semiconductor 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场注意到之前购买……而 indie Semiconductor 并不在名单上。</p>
<p>虽然 indie Semiconductor 目前在分析师中获得了适度买入评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</p>

ACMR

<p>三家鲜为人知的半导体颠覆者——indie Semiconductor、ACM Research 和 Arteris——因其在高需求市场中的潜力而受到关注。尽管被大型科技公司所掩盖，这些公司展现出良好的增长前景。indie 专注于汽车芯片，并获得了强大的分析师支持；ACM 在中国市场扩展，推出创新的清洁设备；而 Arteris 在人工智能芯片开发中发挥着关键作用。这三家公司都获得了分析师的买入评级，尽管目前尚未盈利，但显示出显著的上涨潜力</p>

<p>Though information technology is among the top-performing sectors so far in 2025, the returns are anything but evenly distributed across the tech universe.</p>
<div class="lb-trans"><p>尽管信息技术在 2025 年迄今为止是表现最好的行业之一，但其回报在整个科技领域并不均匀分布。</p>
</div><p>When many investors think of tech, they imagine the Magnificent Seven—the titans of the tech space, including Apple Inc. NASDAQ: AAPL, Alphabet NASDAQ: GOOG, and their ilk. But digging into performance, as a group, these mega-cap firms have performed about in line with the broader market year-to-date (YTD). For example, the Roundhill Magnificent Seven ETF BATS: MAGS, an exchange-traded fund (ETF) tracking the performance of these seven firms, has returned 9.6% compared to 9.3% for the S&amp;P 500 over that period.</p>
<div class="lb-trans"><p>当许多投资者想到科技时，他们会想到 “七大巨头”——包括苹果公司（Apple Inc. NASDAQ: AAPL）、谷歌母公司 Alphabet（NASDAQ: GOOG）等科技领域的巨头。但深入分析表现后，作为一个整体，这些市值巨大的公司年初至今（YTD）的表现与更广泛的市场大致相当。例如，追踪这七家公司表现的 Roundhill Magnificent Seven ETF（BATS: MAGS）在此期间的回报为 9.6%，而标准普尔 500 指数的回报为 9.3%。</p>
</div><p>For a fresh look at the tech space, consider much smaller disruptors like indie Semiconductor Inc. NASDAQ: INDI, ACM Research Inc. NASDAQ: ACMR, and Arteris Inc. NASDAQ: AIP. Though only one of these companies has outperformed the Magnificent Seven YTD, all three have tremendous potential, analyst support, and significantly less investor attention.</p>
<div class="lb-trans"><p>为了对科技领域有一个新的看法，可以考虑一些较小的颠覆者，如 indie Semiconductor Inc.（NASDAQ: INDI）、ACM Research Inc.（NASDAQ: ACMR）和 Arteris Inc.（NASDAQ: AIP）。尽管这三家公司中只有一家在年初至今的表现上超越了 “七大巨头”，但它们都有巨大的潜力、分析师支持，并且获得的投资者关注显著较少。</p>
</div><p>Get <strong>indie Semiconductor</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>indie Semiconductor</strong> 的提醒：</p>
</div><h2>indie Semiconductor: Quietly Leading the Automotive Chip Revolution</h2>
<div class="lb-trans"><h2>indie Semiconductor：悄然引领汽车芯片革命</h2>
</div><p>indie is a specialized semiconductor maker that caters specifically to the automotive industry. The small firm—it has a market cap under $1 billion—beat on revenue in the second quarter of the year as non-GAAP gross margin came in at 49.1% despite a difficult environment for automotive companies. The company's advanced driver assistance system (ADAS) software and components are highlights, as the firm is preparing to scale production of its 77 GHz radar chipset later this year.</p>
<div class="lb-trans"><p>indie 是一家专注于汽车行业的半导体制造商。这家市值不足 10 亿美元的小公司在今年第二季度的收入超出预期，尽管汽车公司面临困难环境，其非公认会计原则（non-GAAP）毛利率仍达 49.1%。该公司的先进驾驶辅助系统（ADAS）软件和组件是亮点，因为该公司正准备在今年晚些时候扩大其 77 GHz 雷达芯片组的生产。</p>
</div><p>At the same time, indie has also found success in photonics with its LXM laser, a product that could be transformational for the <strong>increasingly popular LiDAR technology</strong> often used in autonomous vehicles. The addressable market for this product alone could reach as high as $5 billion by 2030. The company has managed to do all this while also chipping away at quarterly losses, reducing operating expenses, and expanding its technological reach with the purchase of Emotion3D to broaden into the perception software licensing space.</p>
<div class="lb-trans"><p>与此同时，indie 在光子学领域也取得了成功，其 LXM 激光器是一种可能对 <strong>日益流行的 LiDAR 技术</strong> 产生变革性影响的产品，该技术通常用于自动驾驶汽车。仅该产品的可寻址市场到 2030 年可能达到 50 亿美元。该公司在削减季度亏损、降低运营费用的同时，还通过收购 Emotion3D 扩大了其在感知软件许可领域的技术覆盖。</p>
</div><p>With its strong intellectual property and positive relationships with original equipment manufacturers (OEM), it's no surprise that indie five out of six analysts covered by MarketBeat have given the stock a Buy rating. Though it remains unprofitable and is therefore on the riskier side, <strong>analysts see nearly 39% in upside potential</strong>.</p>
<div class="lb-trans"><p>凭借强大的知识产权和与原始设备制造商（OEM）的良好关系，indie 的表现并不令人意外，MarketBeat 覆盖的六位分析师中有五位给予该股票买入评级。尽管它仍处于亏损状态，因此风险较高，但 <strong>分析师们认为其潜在上涨空间接近 39%</strong>。</p>
</div><h2>ACM: Chip Equipment Innovator Anchored in China</h2>
<div class="lb-trans"><h2>ACM：扎根中国的芯片设备创新者</h2>
</div><p>ACM plays an important role in the chipmaking space for its single-wafer wet cleaning equipment. The company is in a unique position: it is based in the United States but increasingly conducts its business in China. While this does leave it vulnerable to the impacts of the ongoing trade war between these two nations, ACM has so far weathered the storm successfully. The company's revenue climbed by more than 6% year-over-year (YOY) to over $215 million for the latest quarter, beating predictions, on sales of its Ultra C WB wet bench tool.</p>
<div class="lb-trans"><p>ACM 在芯片制造领域扮演着重要角色，专注于单片湿法清洗设备。该公司处于独特的位置：它总部位于美国，但越来越多地在中国开展业务。虽然这使其容易受到这两个国家之间持续贸易战的影响，但 ACM 迄今为止成功度过了风暴。该公司的收入在最新季度同比增长超过 6%，达到超过 2.15 亿美元，超出预期，主要得益于其 Ultra C WB 湿法工作台工具的销售。</p>
</div><p>The Chinese semiconductor space is growing rapidly, and ACM's product lineup is expanding to meet increased demand. The company will launch multiple new platforms and tools in the coming quarters, with the impact on revenue predicted to begin by 2026. In the latest earnings report, ACM even went so far as to nearly double its long-term revenue forecast for its Chinese business to $2.5 billion.</p>
<div class="lb-trans"><p>中国半导体领域正在快速增长，ACM 的产品线正在扩展以满足日益增长的需求。该公司将在未来几个季度推出多个新平台和工具，预计对收入的影响将在 2026 年开始显现。在最新的财报中，ACM 甚至将其对中国业务的长期收入预测几乎翻倍，达到 25 亿美元。</p>
</div><p>ACMR shares have climbed <strong>by almost 14% YTD,</strong> and with a <strong>consensus price target of $26.33,</strong> it seems analysts are anticipating further upside on the horizon. Though the company is not often reviewed by analysts, two out of three <strong>have assigned it a Buy rating</strong>.</p>
<div class="lb-trans"><p>ACMR 的股票年初至今 <strong>上涨了近 14%</strong>，而 <strong>共识目标价为 26.33 美元，</strong> 分析师们似乎预期未来还有进一步的上涨空间。尽管该公司并不常被分析师评估，但三分之二的分析师 <strong>给予其买入评级</strong>。</p>
</div><h2>Arteris: Powering the Backbone of AI Chips</h2>
<div class="lb-trans"><h2>Arteris：为 AI 芯片的基础架构提供动力</h2>
</div><p>Another semiconductor firm, Arteris is responsible for on-chip interconnect fabric technology used in interconnect applications. The company plays an often-overlooked but crucial role in the development of many AI and related chips. Although <strong>its business is high-margin and capitalizes on royalties</strong>, Arteris has long struggled with profitability and the path out of sustained losses is not entirely clear.</p>
<div class="lb-trans"><p>另一家半导体公司 Arteris 负责用于互连应用的芯片内互连结构技术。该公司在许多 AI 及相关芯片的开发中扮演着一个常被忽视但至关重要的角色。尽管 ** 其业务利润率高并依赖于版税收入，**Arteris 长期以来一直面临盈利能力问题，走出持续亏损的道路并不完全清晰。</p>
</div><p>In its Q2 2025 earnings report, the company posted $16.5 million in revenue, which beat expectations. While it remains unprofitable, with a GAAP net loss of $9.13 million (or 22 cents per share), key performance indicators like Annual Contract Value and Remaining Performance Obligations rose by double digits YOY, signaling solid forward momentum.</p>
<div class="lb-trans"><p>在 2025 年第二季度的财报中，该公司公布了 1650 万美元的收入，超出预期。尽管仍处于亏损状态，GAAP 净亏损为 913 万美元（每股 22 美分），但关键绩效指标如年度合同价值和剩余履约义务同比增长了两位数，显示出良好的前进势头。</p>
</div><p>For a very small firm—the market cap is under $400 million—Arteris has the potential to have an outsized impact on what is arguably the hottest industry globally. The company's low debt levels and compelling balance sheet also help it stand out. This may be why all three analysts rating AIP shares have given it a Buy rating, and why those analysts collectively <strong>expect shares to climb by nearly two-thirds</strong>.</p>
<div class="lb-trans"><p>对于一家市值不足 4 亿美元的小公司，Arteris 有潜力对全球最热门的行业产生超出其规模的影响。该公司的低债务水平和引人注目的资产负债表也使其脱颖而出。这可能是为什么所有三位对 AIP 股票进行评级的分析师都给予其买入评级，以及这些分析师集体 <strong>预计股票将上涨近三分之二</strong> 的原因。</p>
</div><h2>Should You Invest $1,000 in indie Semiconductor Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在 indie Semiconductor 吗？</h2>
</div><p>Before you consider indie Semiconductor, you'll want to hear this.</p>
<div class="lb-trans"><p>在你考虑 indie Semiconductor 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and indie Semiconductor wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场注意到之前购买……而 indie Semiconductor 并不在名单上。</p>
</div><p>While indie Semiconductor currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 indie Semiconductor 目前在分析师中获得了适度买入评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

小盘股，大潜力：三家值得关注的科技颠覆者