<p>半导体行业在 2025 年报告了惊人的增长。世界半导体贸易统计组织（WSTS）编制的数据表明，半导体销售预计今年将增长 22.5%，超过 7720 亿美元。</p>
<p>毫不奇怪，半导体股票今年注册了稳健的涨幅，<strong>PHLX 半导体行业</strong> 指数上涨了 42%。好消息是，行业的增长在 2026 年可能进一步加速，预计收入将跃升 26.3%，达到 9754 亿美元。</p>
<p>这就是为什么现在是关注这个行业一些顶尖公司的好时机，它们可能在新的一年为投资者带来可观的收益。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg0Njc2Ny9hc21sMy5qcGcWdz0zODQwFm9wPXJlc2l6ZQ?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="ASML logo atop a company building." original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg0Njc2Ny9hc21sMy5qcGcWdz0zODQwFm9wPXJlc2l6ZQ"/></p>
<p>图片来源：ASML。</p>
<h2>半导体行业的长期增长将为这些股票注入动力</h2>
<p>半导体行业 正朝着 1 万亿美元的收入里程碑迈进，远早于之前预计的 2030 年。这并不令人惊讶，因为半导体在 人工智能（AI） 在各个领域的普及中发挥着关键作用，包括 数据中心、智能手机、计算机和工厂。</p>
<p><strong>台湾半导体制造</strong>（TSM +0.61%），通常被称为台积电，是在 2026 年利用半导体市场的长期增长的最佳方式之一。毕竟，根据 Counterpoint Research 的数据，它是全球最大的芯片代工厂，上一季度的市场份额为 72%。值得注意的是，台积电在代工市场的份额在上一季度同比提高了六个百分点，因为所有顶尖芯片设计公司都在争相在其先进节点上制造芯片。</p>
<p>广告</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvVFNNLnBuZxZ3PTEyOBZvcD1yZXNpemU?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="台湾半导体制造股票报价" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvVFNNLnBuZxZ3PTEyOBZvcD1yZXNpemU"/></p>
<h2>NYSE: TSM</h2>
<p>台湾半导体制造</p>
<p>今日变动</p>
<p>(0.61%) $1.82</p>
<p>当前价格</p>
<p>$298.77</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$1.5 万亿</p>
<p>日内区间</p>
<p>$296.25 - $298.94</p>
<p>52 周区间</p>
<p>$134.25 - $313.98</p>
<p>成交量</p>
<p>99K</p>
<p>平均成交量</p>
<p>13M</p>
<p>毛利率</p>
<p>57.75%</p>
<p>股息收益率</p>
<p>1.04%</p>
<p>台积电为 <strong>Nvidia</strong>（NVDA 0.60%）、<strong>AMD</strong>、<strong>Apple</strong>、<strong>Broadcom</strong>、<strong>Qualcomm</strong> 等客户制造的芯片，涵盖了半导体行业的所有领域。这就是为什么该公司今年的增长表现出色。分析师预计，台积电将在 2025 年结束时实现 30% 的收入增长，而每股收益预计将增加近 48%，达到 10.41 美元。</p>
<p>有充分的证据表明，台积电的增长在明年可能加速。例如，台积电将在 2026 年投入生产的先进 2 纳米（nm）节点的生产能力预计将翻倍。更重要的是，台积电据报道已经售罄了其 2026 年的全部 2nm 生产能力。</p>
<p>此外，台积电的 2nm 节点据报道将以比其当前旗舰 3nm 节点高出 10% 到 20% 的溢价定价。因此，不要惊讶于看到台积电轻松超过分析师对 2026 年 20% 的收益增长预期，这使得该股票在 2025 年 48% 上涨后有望实现更大的收益。</p>
<p>台积电的市盈率为 30 倍，这也有助于，因为这代表了对以 <strong>纳斯达克 100</strong> 指数的 32 倍市盈率的折扣（使用该指数作为科技股的代理）。它在 2026 年可能实现的超出预期的收益增长可能会获得更高的市盈率，从而为巨大的收益奠定基础。</p>
<p><strong>ASML</strong>（ASML +0.25%）是另一家可能在 2026 年加速发展的公司。这家荷兰半导体设备制造商的股票在 2025 年上涨了近 50%。明年半导体销售的更大增长应该会成为 ASML 的顺风。因为它设计和制造的设备使得像台积电这样的公司能够生产先进的芯片。</p>
<p>台积电已经售罄其 2nm 产能的事实对 ASML 来说是个好消息。台积电利用 ASML 的先进设备为客户制造 2nm 芯片，因此它可能会向后者的设备下更多订单。不足为奇的是，ASML 对 2026 年的 展望有所改善。投资者还应注意，未来几年对半导体设备的需求预计将因人工智能投资而增加。</p>
<p>因此，ASML 在 2026 年的收益增长可能远高于分析师目前预测的 5% 的增长。相比之下，其 2025 年的收益预计将增长 28%。因此，2026 年半导体销售的更快增长和半导体设备市场的良好前景应该理想地帮助 ASML 在明年表现优于 2025 年，为投资者在新的一年带来更丰厚的回报。</p>
<h2>人工智能支出将为这些公司带来福音</h2>
<p>人工智能将在明年推动半导体市场中发挥核心作用。彭博社智能估计，2026 年对人工智能服务器的支出可能会增长 45%，达到 3120 亿美元。由于这些服务器配备了来自 Nvidia（人工智能芯片的领导者）的 AI 芯片，因此这只 AI 股票 在新的一年中有很好的表现机会。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvTlZEQS5wbmcWdz0xMjgWb3A9cmVzaXpl?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Nvidia 股票报价" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvTlZEQS5wbmcWdz0xMjgWb3A9cmVzaXpl"/></p>
<h2>NASDAQ: NVDA</h2>
<p>Nvidia</p>
<p>今日变动</p>
<p>(-0.60%) $-1.14</p>
<p>当前价格</p>
<p>$188.07</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$4.6 万亿</p>
<p>日内区间</p>
<p>$186.59 - $188.72</p>
<p>52 周区间</p>
<p>$86.62 - $212.19</p>
<p>成交量</p>
<p>150 万</p>
<p>平均成交量</p>
<p>1.9 亿</p>
<p>毛利率</p>
<p>70.05%</p>
<p>股息收益率</p>
<p>0.02%</p>
<p>英伟达在数据中心业务中已经拥有 2750 亿美元的稳固订单 用于明年。更好的是，随着特朗普政府宣布将能够向中国市场销售其先进芯片，该公司的 2026 年增长潜力得到了重大提振。这一举措可能会 显著推动英伟达明年的增长。</p>
<p>这表明分析师已提高了对英伟达 2026 年盈利增长的预期。</p>
<p></p>
<p>数据来源于 YCharts.</p>
<p>假设英伟达确实在明年实现每股收益$7.49，如图所示，并在那时以 32 倍的市盈率交易（与纳斯达克 100 指数一致），其 股价 可能会跃升至$240。这意味着从当前水平潜在上涨 33%，尽管不要惊讶于这家芯片巨头表现得更好，因为由于近期的发展，它有潜力在 2026 年实现更大的盈利增长。</p>

台积电

阿斯麦

<p>半导体行业预计将在 2026 年迎来显著增长，收入预计将达到 9754 亿美元，这一增长主要受到人工智能普及的推动。台积电（TSMC）和阿斯麦（ASML）被认为是顶级投资机会，因为它们在先进芯片生产中的重要角色。台积电的 2 纳米节点生产在 2026 年已经售罄，而阿斯麦的设备需求也将上升。预计人工智能支出将推动半导体市场的发展，惠及像 Nvidia 这样的公司。投资者可能会在新的一年中从这些股票中获得可观的收益</p>

<p>The semiconductor industry reported stellar growth in 2025. Data compiled by the World Semiconductor Trade Statistics (WSTS) organization suggests that semiconductor sales are on track to increase by 22.5% this year to just over $772 billion.</p>
<div class="lb-trans"><p>半导体行业在 2025 年报告了惊人的增长。世界半导体贸易统计组织（WSTS）编制的数据表明，半导体销售预计今年将增长 22.5%，超过 7720 亿美元。</p>
</div><p>Not surprisingly, semiconductor stocks have registered solid gains this year, as evident from the 42% jump in the <strong>PHLX Semiconductor Sector</strong> index. The good news is that the industry's growth could accelerate further in 2026, with revenue forecasted to jump 26.3% to $975.4 billion.</p>
<div class="lb-trans"><p>毫不奇怪，半导体股票今年注册了稳健的涨幅，<strong>PHLX 半导体行业</strong> 指数上涨了 42%。好消息是，行业的增长在 2026 年可能进一步加速，预计收入将跃升 26.3%，达到 9754 亿美元。</p>
</div><p>That's why now would be a good time to take a look at some of the top names in this industry that could deliver terrific gains to investors in the new year.</p>
<div class="lb-trans"><p>这就是为什么现在是关注这个行业一些顶尖公司的好时机，它们可能在新的一年为投资者带来可观的收益。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NDY3NjcvYXNtbDMuanBnJnc9Mzg0MA" alt="ASML logo atop a company building." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F846767%2Fasml3.jpg&amp;w=3840&amp;op=resize"/></p>
<p>Image source: ASML.</p>
<div class="lb-trans"><p>图片来源：ASML。</p>
</div><h2>The semiconductor industry's secular growth should supercharge these stocks</h2>
<div class="lb-trans"><h2>半导体行业的长期增长将为这些股票注入动力</h2>
</div><p>The semiconductor industry is approaching the $1 trillion revenue milestone much earlier than the prior timeline of 2030. This isn't surprising, as semiconductors play a critical role in the proliferation of artificial intelligence (AI) across various verticals, including data centers, smartphones, computers, and factories.</p>
<div class="lb-trans"><p>半导体行业 正朝着 1 万亿美元的收入里程碑迈进，远早于之前预计的 2030 年。这并不令人惊讶，因为半导体在 人工智能（AI） 在各个领域的普及中发挥着关键作用，包括 数据中心、智能手机、计算机和工厂。</p>
</div><p><strong>Taiwan Semiconductor Manufacturing</strong>( TSM +0.61%), popularly known as TSMC, is one of the best ways to capitalize on the secular growth of the semiconductor market in 2026. After all, it is the world's largest chip foundry, with a market share of 72% at the end of the previous quarter, according to Counterpoint Research. What's worth noting is that TSMC's share of the foundry market improved by six percentage points year over year last quarter, as all the top chip designers have been rushing to manufacture chips on its advanced nodes.</p>
<div class="lb-trans"><p><strong>台湾半导体制造</strong>（TSM +0.61%），通常被称为台积电，是在 2026 年利用半导体市场的长期增长的最佳方式之一。毕竟，根据 Counterpoint Research 的数据，它是全球最大的芯片代工厂，上一季度的市场份额为 72%。值得注意的是，台积电在代工市场的份额在上一季度同比提高了六个百分点，因为所有顶尖芯片设计公司都在争相在其先进节点上制造芯片。</p>
</div><p>Advertisement</p>
<div class="lb-trans"><p>广告</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL1RTTS5wbmcmdz0xMjg" alt="Taiwan Semiconductor Manufacturing Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FTSM.png&amp;w=128&amp;op=resize"/></p>
<h2>NYSE: TSM</h2>
<div class="lb-trans"><h2>NYSE: TSM</h2>
</div><p>Taiwan Semiconductor Manufacturing</p>
<div class="lb-trans"><p>台湾半导体制造</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(0.61%) $1.82</p>
<div class="lb-trans"><p>(0.61%) $1.82</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$298.77</p>
<div class="lb-trans"><p>$298.77</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$1.5T</p>
<div class="lb-trans"><p>$1.5 万亿</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$296.25 - $298.94</p>
<div class="lb-trans"><p>$296.25 - $298.94</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$134.25 - $313.98</p>
<div class="lb-trans"><p>$134.25 - $313.98</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>99K</p>
<div class="lb-trans"><p>99K</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>13M</p>
<div class="lb-trans"><p>13M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>57.75%</p>
<div class="lb-trans"><p>57.75%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>1.04%</p>
<div class="lb-trans"><p>1.04%</p>
</div><p>The chips fabricated by TSMC for customers such as <strong>Nvidia</strong>( NVDA 0.60%), <strong>AMD</strong>, <strong>Apple</strong>, <strong>Broadcom</strong>, <strong>Qualcomm</strong>, and others, go into all the verticals of the semiconductor industry. This is why the company's growth has been outstanding this year. Analysts expect TSMC to end 2025 with a 30% jump in revenue, while the bottom line is anticipated to increase by almost 48% to $10.41 per share.</p>
<div class="lb-trans"><p>台积电为 <strong>Nvidia</strong>（NVDA 0.60%）、<strong>AMD</strong>、<strong>Apple</strong>、<strong>Broadcom</strong>、<strong>Qualcomm</strong> 等客户制造的芯片，涵盖了半导体行业的所有领域。这就是为什么该公司今年的增长表现出色。分析师预计，台积电将在 2025 年结束时实现 30% 的收入增长，而每股收益预计将增加近 48%，达到 10.41 美元。</p>
</div><p>There is ample evidence suggesting that TSMC's growth could accelerate next year. For instance, TSMC's production capacity of the advanced 2-nanometer (nm) node that will go into production in 2026 is anticipated to double. What's more, TSMC has reportedly sold out its entire 2nm production capacity for 2026.</p>
<div class="lb-trans"><p>有充分的证据表明，台积电的增长在明年可能加速。例如，台积电将在 2026 年投入生产的先进 2 纳米（nm）节点的生产能力预计将翻倍。更重要的是，台积电据报道已经售罄了其 2026 年的全部 2nm 生产能力。</p>
</div><p>Additionally, TSMC's 2nm node will reportedly be priced at a premium of 10% to 20% over its current flagship -- the 3nm node. As a result, don't be surprised to see TSMC easily exceeding the 20% earnings growth analysts forecast for 2026, putting the stock on track to clock even bigger gains following its 48% jump in 2025.</p>
<div class="lb-trans"><p>此外，台积电的 2nm 节点据报道将以比其当前旗舰 3nm 节点高出 10% 到 20% 的溢价定价。因此，不要惊讶于看到台积电轻松超过分析师对 2026 年 20% 的收益增长预期，这使得该股票在 2025 年 48% 上涨后有望实现更大的收益。</p>
</div><p>The fact that TSMC trades at 30 times earnings also helps, as it represents a discount to the tech-laden <strong>Nasdaq-100</strong> index's earnings multiple of 32 (using the index as a proxy for tech stocks). The faster-than-anticipated earnings growth that it may deliver in 2026 could be rewarded with a higher earnings multiple, setting the stock up for massive gains.</p>
<div class="lb-trans"><p>台积电的市盈率为 30 倍，这也有助于，因为这代表了对以 <strong>纳斯达克 100</strong> 指数的 32 倍市盈率的折扣（使用该指数作为科技股的代理）。它在 2026 年可能实现的超出预期的收益增长可能会获得更高的市盈率，从而为巨大的收益奠定基础。</p>
</div><p><strong>ASML</strong>( ASML +0.25%) is another company likely to step on the gas in 2026. Shares of the Dutch semiconductor equipment manufacturer are up nearly 50% in 2025. The larger increase in semiconductor sales next year should be a tailwind for ASML, as it designs and makes the equipment that enables companies like TSMC to produce advanced chips.</p>
<div class="lb-trans"><p><strong>ASML</strong>（ASML +0.25%）是另一家可能在 2026 年加速发展的公司。这家荷兰半导体设备制造商的股票在 2025 年上涨了近 50%。明年半导体销售的更大增长应该会成为 ASML 的顺风。因为它设计和制造的设备使得像台积电这样的公司能够生产先进的芯片。</p>
</div><p>The fact that TSMC has already sold out its 2nm capacity is good news for ASML. TSMC utilizes ASML's advanced equipment to manufacture 2nm chips for customers, so it is likely to place more orders for the latter's equipment. Not surprisingly, ASML's outlook for 2026 has improved. Investors should also note that the demand for semiconductor equipment is set to increase over the next couple of years, driven by AI investments.</p>
<div class="lb-trans"><p>台积电已经售罄其 2nm 产能的事实对 ASML 来说是个好消息。台积电利用 ASML 的先进设备为客户制造 2nm 芯片，因此它可能会向后者的设备下更多订单。不足为奇的是，ASML 对 2026 年的 展望有所改善。投资者还应注意，未来几年对半导体设备的需求预计将因人工智能投资而增加。</p>
</div><p>As a result, ASML's earnings growth in 2026 could be much higher than the 5% jump analysts are currently forecasting. For comparison, its earnings are set to jump by 28% in 2025. So, the faster growth in semiconductor sales in 2026 and the favorable outlook of the semiconductor equipment market should ideally help ASML do better next year than its 2025 performance, putting the stock on track to make investors richer in the new year.</p>
<div class="lb-trans"><p>因此，ASML 在 2026 年的收益增长可能远高于分析师目前预测的 5% 的增长。相比之下，其 2025 年的收益预计将增长 28%。因此，2026 年半导体销售的更快增长和半导体设备市场的良好前景应该理想地帮助 ASML 在明年表现优于 2025 年，为投资者在新的一年带来更丰厚的回报。</p>
</div><h2>AI spending is going to be a boon for these names</h2>
<div class="lb-trans"><h2>人工智能支出将为这些公司带来福音</h2>
</div><p>AI will play a central role in boosting the semiconductor market next year. Bloomberg Intelligence estimates that spending on AI servers could jump by 45% in 2026 to $312 billion. As these servers are equipped with AI chips from companies such as Nvidia (the leader in AI chips), there is a good chance this AI stock will deliver a solid performance in the new year.</p>
<div class="lb-trans"><p>人工智能将在明年推动半导体市场中发挥核心作用。彭博社智能估计，2026 年对人工智能服务器的支出可能会增长 45%，达到 3120 亿美元。由于这些服务器配备了来自 Nvidia（人工智能芯片的领导者）的 AI 芯片，因此这只 AI 股票 在新的一年中有很好的表现机会。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4" alt="Nvidia Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FNVDA.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: NVDA</h2>
<div class="lb-trans"><h2>NASDAQ: NVDA</h2>
</div><p>Nvidia</p>
<div class="lb-trans"><p>Nvidia</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(-0.60%) $-1.14</p>
<div class="lb-trans"><p>(-0.60%) $-1.14</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$188.07</p>
<div class="lb-trans"><p>$188.07</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$4.6T</p>
<div class="lb-trans"><p>$4.6 万亿</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$186.59 - $188.72</p>
<div class="lb-trans"><p>$186.59 - $188.72</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$86.62 - $212.19</p>
<div class="lb-trans"><p>$86.62 - $212.19</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>1.5M</p>
<div class="lb-trans"><p>150 万</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>190M</p>
<div class="lb-trans"><p>1.9 亿</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>70.05%</p>
<div class="lb-trans"><p>70.05%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.02%</p>
<div class="lb-trans"><p>0.02%</p>
</div><p>Nvidia already has a solid backlog of $275 billion in the data center business for next year. Even better, the company's growth potential for 2026 has received a major shot in the arm following the Trump administration's announcement that it will be able to sell its advanced chips into the Chinese market. This move could significantly boost Nvidia's growth next year.</p>
<div class="lb-trans"><p>英伟达在数据中心业务中已经拥有 2750 亿美元的稳固订单 用于明年。更好的是，随着特朗普政府宣布将能够向中国市场销售其先进芯片，该公司的 2026 年增长潜力得到了重大提振。这一举措可能会 显著推动英伟达明年的增长。</p>
</div><p>This indicates why analysts have increased their earnings growth expectations for Nvidia in 2026.</p>
<div class="lb-trans"><p>这表明分析师已提高了对英伟达 2026 年盈利增长的预期。</p>
</div><p></p>
<div class="lb-trans"><p></p>
</div><p>Data by YCharts.</p>
<div class="lb-trans"><p>数据来源于 YCharts.</p>
</div><p>Assuming Nvidia indeed achieves $7.49 per share in earnings next year, as seen in the chart, and trades at 32 times earnings at that time (in line with the Nasdaq-100 index), its stock price could jump to $240. That suggests a potential jump of 33% from current levels, though don't be surprised to see this chip giant do better than that as it has the potential to clock a bigger jump in earnings in 2026, thanks to recent developments.</p>
<div class="lb-trans"><p>假设英伟达确实在明年实现每股收益$7.49，如图所示，并在那时以 32 倍的市盈率交易（与纳斯达克 100 指数一致），其 股价 可能会跃升至$240。这意味着从当前水平潜在上涨 33%，尽管不要惊讶于这家芯片巨头表现得更好，因为由于近期的发展，它有潜力在 2026 年实现更大的盈利增长。</p>
</div>

The New Year Could Bring Massive Upside for These Semiconductor Stocks

- 半导体行业 2025 年销售预计增长 22.5%，总额超过 7720 亿美元。  
- TSMC 和 ASML 等公司将受益，可能实现更快增长。  
- AI 支出预计促使半导体市场在 2026 年进一步扩张。

新年可能为这些半导体股票带来巨大的上涨潜力