<p><strong>Futurum Equities</strong> 在其最新的 AI Fifteen 报告中，确定了将定义 AI 经济的关键因素。这些因素包括计算、数据、部署和安全的控制。该公司的名单中包含了一些不属于 Mag 7 的公司，但它们在各个层面上正在颠覆 AI 经济。</p>
<h2>博通引领 AI 芯片收入激增</h2>
<p><strong>博通</strong> <strong>公司</strong> (NASDAQ: AVGO) 被 Futurum Equities 描述为 “美国的 AI 叔叔”，位居榜单首位。尽管收益反应波动，博通依然保持领先，本季度 AI 芯片收入加速至 65 亿美元，预计下季度将达到 82 亿美元（同比增长约 100%）。</p>
<p>在六个季度内，XPUs、交换机、光学和机架的积压超过 730 亿美元。XPUs 现在产生近三分之二的 AI 半导体收入，第四个超大规模云服务商正在生产中，系统级增长推动了机架、网络和 VMware 工作负载的收入。尽管全系统销售上升导致利润率压缩，但随着网络扩展，绝对毛利润增长，Futurum Equities 表示。</p>
<p>该公司据报道正在对硬件、网络和软件的大规模推理收费，不仅作为供应商，还 “作为整个 AI 堆栈的收费员”。Futurum Equities 称博通为 “连接 AI 基础设施的胶水”。</p>
<h2>台积电、Palantir、ASML 位列前五</h2>
<p><strong>台湾半导体制造</strong> (NYSE: TSM) 在榜单中获得第二名。Futurum 称其为 AI 供应链的 “不可替代基础”，并表示如果 <strong>英伟达</strong> (NASDAQ: NVDA) 是 AI 的大脑，那么台积电就是 <strong>跳动的心脏</strong>，目前的运作强劲且速度超出预期。</p>
<p><strong>Palantir Technologies</strong> (NASDAQ: PLTR)、<strong>ASML Holding NV</strong> (NASDAQ: ASML) 和 <strong>美光科技</strong> (NASDAQ: MU) 是 Futurum 前五名中的另外三家公司。</p>
<p>名单上的其他股票包括：</p>
<ul>
<li><strong>Astera Labs</strong>(NASDAQ: ALAB)</li>
<li><strong>超微半导体</strong> (NASDAQ: AMD)</li>
<li><strong>Cloudflare Inc.</strong>(NYSE: NET)</li>
<li><strong>CrowdStrike Holdings</strong>(NASDAQ: CRWD)</li>
<li><strong>Palo Alto Networks</strong>(NASDAQ: PANW)</li>
<li><strong>Nebius Group N.V</strong> (NASDAQ: NBIS)</li>
<li><strong>ServiceNow</strong> (NYSE: NOW)</li>
<li><strong>Amkor Technology</strong> (NASDAQ: AMKR)</li>
<li><strong>Pure Storage</strong> (NYSE: PSTG)</li>
<li><strong>英特尔公司</strong> (NASDAQ: INTC)</li>
</ul>
<h2>AI 芯片领先地位为博通提供优势</h2>
<p>分析师指出，博通在定制 AI 芯片方面的领先地位是其在 AI 领域主导地位的关键因素。摩根大通的分析师 <strong>Harlan Sur</strong> 指出，博通在定制 AI 芯片方面的 长期领先 正在加速其 AI 应用专用集成电路（ASIC）展望，预计到 2026 财年和 2027 财年，<strong>谷歌</strong> (NASDAQ: GOOG) (NASDAQ: GOOGL) 将是关键驱动因素。</p>
<p>与此同时，AI 服务器市场正在经历 28% 的增长，英伟达引领潮流。然而，博通和 <strong>超微半导体公司</strong> (NASDAQ: AMD) 也是该市场的 重要参与者，进一步巩固了它们在 AI 经济中的地位。</p>
<p>博通 还推出了 其首个 Wi-Fi 8 接入点和交换机，用于 AI 驱动的企业网络，进一步巩固了其在 AI 驱动的网络市场中的地位。</p>
<p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/02/04083111/image-94.png?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://editorial-assets.benzinga.com/wp-content/uploads/2026/02/04083111/image-94.png"/></p>
<p>Benzinga 的边缘排名将博通的质量评定为第 96 百分位，动量评定为第 78 百分位，反映了其在这两个领域的强劲表现。Benzinga 的筛选器允许您将博通的表现与其同行进行比较。</p>
<p><strong>价格走势：</strong> 根据 Benzinga Pro 的数据，过去一年博通股票上涨了 44.01%。</p>
<p><strong><em>免责声明：</em></strong> <em>此内容部分由 AI 工具生成，并由 Benzinga 编辑审核和发布。</em></p>
<p><em>图片来源于 Shutterstock</em></p>

英特尔财报，一站看懂！

<p>Futurum Equities 在其最新报告中确定了定义人工智能经济的关键因素，强调了在 Mag 7 之外颠覆该行业的公司。博通在人工智能芯片收入激增方面领先，预计下个季度将达到 82 亿美元。台积电、Palantir、阿斯麦和美光也是主要竞争者。分析师强调博通在定制人工智能芯片方面的主导地位及其强劲表现，过去一年股价上涨了 44.01%。报告强调了计算、数据、部署和安全在塑造人工智能格局中的重要性</p>

<p><strong>Futurum Equities</strong>, in its latest AI Fifteen report, identified the critical factors that will define the AI economy. These include the control of computing, data, deployment, and security. The firm’s list features companies that are not part of the Mag 7 but are disrupting the AI economy in various layers.</p>
<div class="lb-trans"><p><strong>Futurum Equities</strong> 在其最新的 AI Fifteen 报告中，确定了将定义 AI 经济的关键因素。这些因素包括计算、数据、部署和安全的控制。该公司的名单中包含了一些不属于 Mag 7 的公司，但它们在各个层面上正在颠覆 AI 经济。</p>
</div><h2>Broadcom Leads AI Chip Revenue Surge</h2>
<div class="lb-trans"><h2>博通引领 AI 芯片收入激增</h2>
</div><p><strong>Broadcom</strong> <strong>Inc.</strong> (NASDAQ: AVGO), which Futurum Equities describes as the “Uncle Sam of AI,” is leading the list. Despite a volatile earnings reaction, Broadcom remains at the top, with AI chip revenue accelerating to $6.5 billion this quarter, with guidance of $8.2 billion next quarter (~100% YoY growth).</p>
<div class="lb-trans"><p><strong>博通</strong> <strong>公司</strong> (NASDAQ: AVGO) 被 Futurum Equities 描述为 “美国的 AI 叔叔”，位居榜单首位。尽管收益反应波动，博通依然保持领先，本季度 AI 芯片收入加速至 65 亿美元，预计下季度将达到 82 亿美元（同比增长约 100%）。</p>
</div><p>Backlog across XPUs, switches, optics, and racks exceeds $73 billion over six quarters. XPUs now generate nearly two-thirds of AI semiconductor revenue, a fourth hyperscaler is in production, and system-level growth drives revenue across racks, networking, and VMware workloads. Margins compress as full systems sales rise, but absolute gross profit grows with network scaling, stated Futurum Equities.</p>
<div class="lb-trans"><p>在六个季度内，XPUs、交换机、光学和机架的积压超过 730 亿美元。XPUs 现在产生近三分之二的 AI 半导体收入，第四个超大规模云服务商正在生产中，系统级增长推动了机架、网络和 VMware 工作负载的收入。尽管全系统销售上升导致利润率压缩，但随着网络扩展，绝对毛利润增长，Futurum Equities 表示。</p>
</div><p>The company is reportedly charging for large-scale inference across hardware, networking, and software, not just as a supplier but also “as the toll collector” for the entire AI stack. Futurum Equities calls Broadcom as “the glue” holding the AI infrastructure together.</p>
<div class="lb-trans"><p>该公司据报道正在对硬件、网络和软件的大规模推理收费，不仅作为供应商，还 “作为整个 AI 堆栈的收费员”。Futurum Equities 称博通为 “连接 AI 基础设施的胶水”。</p>
</div><h2>TSMC , PLTR, ASML Among Top 5</h2>
<div class="lb-trans"><h2>台积电、Palantir、ASML 位列前五</h2>
</div><p><strong>Taiwan Semiconductor Manufacturing</strong> (NYSE: TSM) grabbed the number 2 spot in the list. Futurum called it the “irreplaceable foundation” of the AI supply chain and stated that if <strong>Nvidia</strong> (NASDAQ: NVDA) is the brain of AI, TSMC is the <strong>beating heart</strong>, currently operating stronger and faster than expected.</p>
<div class="lb-trans"><p><strong>台湾半导体制造</strong> (NYSE: TSM) 在榜单中获得第二名。Futurum 称其为 AI 供应链的 “不可替代基础”，并表示如果 <strong>英伟达</strong> (NASDAQ: NVDA) 是 AI 的大脑，那么台积电就是 <strong>跳动的心脏</strong>，目前的运作强劲且速度超出预期。</p>
</div><p><strong>Palantir Technologies</strong> (NASDAQ: PLTR), <strong>ASML Holding NV</strong> (NASDAQ: ASML) and <strong>Micron Technology</strong> (NASDAQ: MU) are the three other companies in Futurum’s top 5 list.</p>
<div class="lb-trans"><p><strong>Palantir Technologies</strong> (NASDAQ: PLTR)、<strong>ASML Holding NV</strong> (NASDAQ: ASML) 和 <strong>美光科技</strong> (NASDAQ: MU) 是 Futurum 前五名中的另外三家公司。</p>
</div><p>The other stocks on the list are:</p>
<div class="lb-trans"><p>名单上的其他股票包括：</p>
</div><ul>
<li><strong>Astera Labs</strong>(NASDAQ: ALAB)</li>
<li><strong>Advanced Micro Devices</strong> (NASDAQ: AMD)</li>
<li><strong>Cloudflare Inc.</strong>(NYSE: NET)</li>
<li><strong>CrowdStrike Holdings</strong>(NASDAQ: CRWD)</li>
<li><strong>Palo Alto Networks</strong>(NASDAQ: PANW)</li>
<li><strong>Nebius Group N.V</strong> (NASDAQ: NBIS)</li>
<li><strong>ServiceNow</strong> (NYSE: NOW)</li>
<li><strong>Amkor Technology</strong> (NASDAQ: AMKR)</li>
<li><strong>Pure Storage</strong> (NYSE: PSTG)</li>
<li><strong>Intel Corporation</strong> (NASDAQ: INTC)</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>Astera Labs</strong>(NASDAQ: ALAB)</li>
<li><strong>超微半导体</strong> (NASDAQ: AMD)</li>
<li><strong>Cloudflare Inc.</strong>(NYSE: NET)</li>
<li><strong>CrowdStrike Holdings</strong>(NASDAQ: CRWD)</li>
<li><strong>Palo Alto Networks</strong>(NASDAQ: PANW)</li>
<li><strong>Nebius Group N.V</strong> (NASDAQ: NBIS)</li>
<li><strong>ServiceNow</strong> (NYSE: NOW)</li>
<li><strong>Amkor Technology</strong> (NASDAQ: AMKR)</li>
<li><strong>Pure Storage</strong> (NYSE: PSTG)</li>
<li><strong>英特尔公司</strong> (NASDAQ: INTC)</li>
</ul>
</div><h2>AI Chip Lead Drives Gives Broadcom An Edge</h2>
<div class="lb-trans"><h2>AI 芯片领先地位为博通提供优势</h2>
</div><p>Broadcom’s lead in custom AI chips has been highlighted by analysts as a key factor in its AI dominance. JPMorgan’s analyst, <strong>Harlan Sur</strong>, pointed out that Broadcom’s long lead in custom AI chips is accelerating its AI Application-Specific Integrated Circuit (ASIC) outlook into fiscal 2026 and fiscal 2027, with <strong>Google</strong> (NASDAQ: GOOG) (NASDAQ: GOOGL) as the key driver.</p>
<div class="lb-trans"><p>分析师指出，博通在定制 AI 芯片方面的领先地位是其在 AI 领域主导地位的关键因素。摩根大通的分析师 <strong>Harlan Sur</strong> 指出，博通在定制 AI 芯片方面的 长期领先 正在加速其 AI 应用专用集成电路（ASIC）展望，预计到 2026 财年和 2027 财年，<strong>谷歌</strong> (NASDAQ: GOOG) (NASDAQ: GOOGL) 将是关键驱动因素。</p>
</div><p>Meanwhile, the AI server market is experiencing a 28% boom, with Nvidia leading the charge. However, Broadcom and <strong>Advanced Micro Devices Inc.</strong> (NASDAQ: AMD) are also significant players in this market, further solidifying their positions in the AI economy.</p>
<div class="lb-trans"><p>与此同时，AI 服务器市场正在经历 28% 的增长，英伟达引领潮流。然而，博通和 <strong>超微半导体公司</strong> (NASDAQ: AMD) 也是该市场的 重要参与者，进一步巩固了它们在 AI 经济中的地位。</p>
</div><p>Broadcom also launched its first Wi-Fi 8 access point and switch for AI-driven enterprise networks, strengthening its position in the AI-driven networking market.</p>
<div class="lb-trans"><p>博通 还推出了 其首个 Wi-Fi 8 接入点和交换机，用于 AI 驱动的企业网络，进一步巩固了其在 AI 驱动的网络市场中的地位。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/02/04083111/image-94.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/02/04083111/image-94.png"/></p>
<p>Benzinga's Edge Rankings place Broadcom in the 96th percentile for quality and the 78th percentile for momentum, reflecting its strong performance in both areas. Benzinga’s screener allows you to compare Broadcom’s performance with its peers.</p>
<div class="lb-trans"><p>Benzinga 的边缘排名将博通的质量评定为第 96 百分位，动量评定为第 78 百分位，反映了其在这两个领域的强劲表现。Benzinga 的筛选器允许您将博通的表现与其同行进行比较。</p>
</div><p><strong>Price Action:</strong> Over the past year, Broadcom stock surged 44.01%, as per data from Benzinga Pro.</p>
<div class="lb-trans"><p><strong>价格走势：</strong> 根据 Benzinga Pro 的数据，过去一年博通股票上涨了 44.01%。</p>
</div><p><strong><em>Disclaimer:</em></strong> <em>This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>
<div class="lb-trans"><p><strong><em>免责声明：</em></strong> <em>此内容部分由 AI 工具生成，并由 Benzinga 编辑审核和发布。</em></p>
</div><p><em>Featured image from Shutterstock</em></p>
<div class="lb-trans"><p><em>图片来源于 Shutterstock</em></p>
</div>

Broadcom Is 'Uncle Sam Of AI,' Says Futurum Equities As It Lists 15 Non-Mag7 AI Disruptors

- Futurum Equities 报告指出，AI 经济的关键因素包括计算、数据、安全等。  
- Broadcom 以 65 亿美元的 AI 芯片收入领先，预计下季度将达到 82 亿美元。  
- TSMC 被视为不可替代的 AI 供应链基础，Palantir、ASML 和 微芯科技 在前五名中。

benzinga_article

2 倍做多 Palantir ETF - Direxion

标普半导体 ETF - SPDR

PLTR 周收益 ETF - Roundhill

GraniteShares 2x Long AVGO Daily ETF

Leverage Shares 2X Long PLTR Daily ETF

美光科技

2 倍做多 PLTR ETF - GraniteShares

半导体 3 倍做多 - Direxion

Invesco PHLX Semiconductor ETF

半导体 ETF - VanEck Vectors

2 倍做多 AVGO ETF - Defiance

Defiance Leveraged Long +Income PLTR ETF

动态半导体 ETF - Invesco

2 倍做多 AVGO ETF - Direxion

Roundhill AVGO WeeklyPay ETF

Leverage Shares 2X Long AVGO Daily ETF

ASML Holding NV ADRhedged

费城交易所 半导体 ETF - iShares

纳斯达克半导体 ETF - First Trust

阿斯麦

Palantir Tech

2 倍做多 ASML ETF - Leverage Shares

Leverage Shares 2x Cpd Acclrtd PLTRMnETF

台积电

博通

Futurum Equities 表示，博通被誉为 “人工智能领域的山姆大叔”，并列出了 15 个非 Mag7 的 AI 颠覆者