<p>尽管油价仍徘徊在每桶 100 美元附近，但市场似乎正在摆脱伊朗冲突的影响，重新聚焦于人工智能的上涨行情。</p>
<p>像谷歌和英伟达这样的人工智能巨头股票在过去一周上涨超过 10%，纳斯达克 100 指数可能在本月底之前创下新的历史高点。</p>
<p>但不必担心错过这波上涨行情；仍然有许多不被关注的人工智能投资机会值得考虑。</p>
<p>今天，我们将关注五只小型半导体股票，它们在 2026 年开局表现出色。每家公司市值在 3 亿到 50 亿美元之间，Benzinga Edge 动量评分最低为 90。</p>
<p><strong>以下是现在值得购买的五只小型人工智能股票。</strong></p>
<h2>AXT Inc.</h2>
<p><strong>Benzinga Edge 动量评分：99.99</strong></p>
<p>不，这不是一个电子游戏的分数；<strong>AXT Inc. (NASDAQ: AXTI)</strong> 在我们的 Benzinga Edge 动量排名中获得了最高分。如果你查看这只股票过去一年的表现，就不难理解为什么。AXTI 的股票年初至今上涨超过 300%，在过去 12 个月内上涨超过 5700%。该公司生产被称为晶圆的基板，这是半导体的重要组成部分。</p>
<p>尽管芯片短缺在过去一年中成为主要新闻，AXT 的基本面也显示出显著改善。运营利润率从-34% 改善至-1.4%，管理层预计 2026 财年第一季度的收入将在即将于 4 月 30 日发布的财报中达到 2600 万美元。</p>
<p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/15132337/AXT-1024x408.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/2026/04/15132337/AXT-1024x408.png"/></p>
<p>AXT 的股票表现出色，图表显示动量依然强劲。50 日移动平均线的支撑依然稳固，相对强弱指数（RSI）最近回到了看涨区域。看涨的 MACD 交叉信号表明这只股票的短期回调已经结束，投资者再次开始增持。</p>
<p><strong><em>390% 的收益，而其他人却在观望</em></strong></p>
<p><em>上周，Matt 的内圈被提醒了六个重大交易机会——包括 TQQQ 的 390% 收益——而其他人则在等待 “明确性”。</em></p>
<p><em>波动性是我们的优势，而不是我们的敌人。**</em>在市场再次波动之前，免费获取下一个提醒。_**</p>
<h2>Ichor Holdings Ltd.</h2>
<p><strong>Benzinga Edge 动量评分：98.70</strong></p>
<p><strong>Ichor Holdings Ltd. (NASDAQ: ICHR)</strong> 是一家市值 20 亿美元的 “铲子和镐” 半导体公司。该公司开发和制造用于半导体设备的流体输送系统，应用于航空航天和医疗保健行业。像应用材料和 Lam Research 这样的公司需要这些子系统，因此芯片需求的增加也将惠及 Ichor 的底线。</p>
<p>该公司在 2 月份发布的 2025 财年第四季度财报中意外盈利，尽管同比收入下降，但每股收益超出预期 100% 以上。</p>
<p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/15132331/Ichor-1024x407.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/2026/04/15132331/Ichor-1024x407.png"/></p>
<p>ICHR 的股票最近突破 60 美元，标志着自 2021 年以来的首次新历史高点。在这波牛市中，该股在 50 日移动平均线附近享有强劲支撑，年初至今上涨近 250%。尽管看涨动量依然强劲，投资者应注意 RSI 上升至超买区域，这可能预示着未来的获利回吐（因此可能出现回调）。</p>
<h2>ChipMOS Technologies Inc.</h2>
<p><strong>Benzinga Edge 动量评分：95.82</strong></p>
<p><strong>ChipMOS (NASDAQ: IMOS)</strong> 是一家总部位于台湾的半导体测试和封装服务制造商，市值 15 亿美元，年销售额为 7.62 亿美元。与 AXTI 和 ICHR 的迅猛上涨不同，IMOS 的股票年初至今 “仅” 上涨约 38%。</p>
<p>然而，由于其令人印象深刻的收入增长和改善的技术面，这家公司可能在我们今天的名单中具有最大的上行潜力。该公司在 2 月份发布的 2025 财年第四季度业绩中报告了 26% 的同比收入增长，并且每股收益超出预期。下一次财报预计在 5 月 12 日发布，管理层预计将继续创下上个季度的收入记录。</p>
<p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/15132325/chipmo-1024x407.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/2026/04/15132325/chipmo-1024x407.png"/></p>
<p>技术面也在改善，因为该股最近重新突破 50 日移动平均线，结束了数月的区间交易。看涨的 MACD 交叉也表明上升趋势具有动量，投资者可能意识到 ChipMOS 拥有长期的基本面利好。</p>
<h2>Silicon Motion Technologies Corp.</h2>
<p><strong>Benzinga Edge 动量评分：95.08</strong></p>
<p><strong>Silicon Motion Technologies (NASDAQ: SIMO)</strong> 是一家市值 40 亿美元的公司，目前受益于计算机存储危机。人工智能巨头们对 NAND 存储设备的需求达到了前所未有的水平，像 Silicon Motion 这样的公司因此报告了创纪录的收入（和每股收益）。在 2025 财年第四季度，该公司实现了每股收益 1.26 美元和 2.78 亿美元的收入，均为季度记录，同比增长超过 40%。这家总部位于香港的公司也仅以 22 倍的预期市盈率交易，使其股票的持有成本远低于大多数存储行业的竞争对手。</p>
<p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/15132317/Silicon-1024x407.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/2026/04/15132317/Silicon-1024x407.png"/></p>
<p>SIMO 的股价在过去 12 个月上涨超过 200%，包括在 2026 年迄今为止的 40% 年初至今涨幅。最近的回调似乎也已结束，因为该股再次交易于 50 日移动平均线之上，并且 RSI 和 MACD 均已回到看涨区域。如果这种势头持续下去，2 月的历史最高点 143 美元可能会在本月底之前被超越。</p>
<h2>Veeco Instruments Inc.</h2>
<p><strong>Benzinga Edge 动量评分：90.96</strong></p>
<p>该列表的主题之一是与大型芯片生产商相邻的 &#34;铲子和铁锹&#34; 公司，这使它们有机会实现多倍增长。半导体生产过程复杂且耗时，需要大量的加工、测试和检验设备。</p>
<p><strong>Veeco Instruments (NASDAQ: VECO)</strong> 是这些相邻公司的其中之一，通过其半导体加工设备销售，年销售额超过 6.6 亿美元。该股目前的市盈率为 67 倍，但其前瞻市盈率仅为 23.8，远低于行业平均水平。尽管每股收益和收入未达预期，花旗集团在公司发布财报后将其目标价上调至 40 美元，显示出对管理层在这一新兴 AI 驱动中获利能力的信心。</p>
<p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/15132311/Veeco-1024x409.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/2026/04/15132311/Veeco-1024x409.png"/></p>
<p>VECO 的股价年初至今上涨超过 40%，技术指标暗示未来还有更多上涨空间。在 2 月以来徘徊于 50 日移动平均线附近后，该股已突破该线，MACD 突破确认了这一点。RSI 也表明买方重新掌控，但突破至超买区域应让投资者对回调感到担忧。在此处缓慢建仓可能是投资 VECO 股份的最佳方式。</p>

南茂科技

慧荣科技

Ichor控股

<p>市场目前关注于人工智能的上涨，小型半导体股票如 AXT Inc. 和 Ichor Holdings 领涨。尽管油价高企，人工智能超大规模公司的股票仍然飙升，纳斯达克 100 指数可能会创下新高。AXT Inc. 年初至今的股价增长了惊人的 300%，而 Ichor Holdings 则上涨了近 250%。其他值得注意的股票包括南茂科技和慧荣科技，二者在半导体领域均显示出强劲的动能和增长潜力</p>

<p>Despite oil prices still hovering near $100/bbl, the market appears to be shaking off the Iran conflict and refocusing on the AI rally.</p>
<div class="lb-trans"><p>尽管油价仍徘徊在每桶 100 美元附近，但市场似乎正在摆脱伊朗冲突的影响，重新聚焦于人工智能的上涨行情。</p>
</div><p>Shares of AI hyperscalers like Google and NVIDIA are up more than 10% over the last week, and the NASDAQ 100 could hit new all-time highs before the end of the month.</p>
<div class="lb-trans"><p>像谷歌和英伟达这样的人工智能巨头股票在过去一周上涨超过 10%，纳斯达克 100 指数可能在本月底之前创下新的历史高点。</p>
</div><p>But there's no need to fret over missing this rally; there are still plenty of under-the-radar AI plays to consider.</p>
<div class="lb-trans"><p>但不必担心错过这波上涨行情；仍然有许多不被关注的人工智能投资机会值得考虑。</p>
</div><p>Today, we'll look at five small-cap semiconductor stocks that are soaring to start 2026. Each company has a market capitalization between $300 million and $5 billion, with a minimum Benzinga Edge Momentum Score of 90.</p>
<div class="lb-trans"><p>今天，我们将关注五只小型半导体股票，它们在 2026 年开局表现出色。每家公司市值在 3 亿到 50 亿美元之间，Benzinga Edge 动量评分最低为 90。</p>
</div><p><strong>Here are the five small-cap AI stocks to buy now.</strong></p>
<div class="lb-trans"><p><strong>以下是现在值得购买的五只小型人工智能股票。</strong></p>
</div><h2>AXT Inc.</h2>
<div class="lb-trans"><h2>AXT Inc.</h2>
</div><p><strong>Benzinga Edge Momentum Score: 99.99</strong></p>
<div class="lb-trans"><p><strong>Benzinga Edge 动量评分：99.99</strong></p>
</div><p>No, that's not a video game number; <strong>AXT Inc. (NASDAQ: AXTI)</strong> has the highest possible score on our Benzinga Edge Momentum rankings. And if you look at the stock's performance over the last year, it's not hard to see why. AXTI shares are up more than 300% year-to-date (YTD), and more than 5,700% in the last 12 months. The company makes substrates known as wafers, which are crucial components for semiconductors.</p>
<div class="lb-trans"><p>不，这不是一个电子游戏的分数；<strong>AXT Inc. (NASDAQ: AXTI)</strong> 在我们的 Benzinga Edge 动量排名中获得了最高分。如果你查看这只股票过去一年的表现，就不难理解为什么。AXTI 的股票年初至今上涨超过 300%，在过去 12 个月内上涨超过 5700%。该公司生产被称为晶圆的基板，这是半导体的重要组成部分。</p>
</div><p>While chipshortages have been a major headline throughout the last year, AXT has also shown a substantial improvement in its fundamentals. Operating margin improved from -34% to -1.4%, and management projects fiscal Q1 2026 revenue of $26 million in the upcoming April 30 release.</p>
<div class="lb-trans"><p>尽管芯片短缺在过去一年中成为主要新闻，AXT 的基本面也显示出显著改善。运营利润率从-34% 改善至-1.4%，管理层预计 2026 财年第一季度的收入将在即将于 4 月 30 日发布的财报中达到 2600 万美元。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/15132337/AXT-1024x408.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/15132337/AXT-1024x408.png"/></p>
<p>AXT shares have been on an incredible run, and the chart shows momentum is still strong. Support at the 50-day moving average remains robust, and the Relative Strength Index (RSI) recently returned to bullish territory. A bullish MACD crossover signals that this stock's brief pullback is over and that investors are once again accumulating.</p>
<div class="lb-trans"><p>AXT 的股票表现出色，图表显示动量依然强劲。50 日移动平均线的支撑依然稳固，相对强弱指数（RSI）最近回到了看涨区域。看涨的 MACD 交叉信号表明这只股票的短期回调已经结束，投资者再次开始增持。</p>
</div><p><strong><em>390% Gains While Others Sat in Cash</em></strong></p>
<div class="lb-trans"><p><strong><em>390% 的收益，而其他人却在观望</em></strong></p>
</div><p><em>Last week, Matt's Inner Circle was alerted to six major trade opportunities—including 390% on TQQQ—while others waited for &#34;clarity.&#34;</em></p>
<div class="lb-trans"><p><em>上周，Matt 的内圈被提醒了六个重大交易机会——包括 TQQQ 的 390% 收益——而其他人则在等待 “明确性”。</em></p>
</div><p><em>Volatility is our edge, not our enemy.</em> <strong><em>Get the next alert free before the market moves again.</em></strong></p>
<div class="lb-trans"><p><em>波动性是我们的优势，而不是我们的敌人。**</em>在市场再次波动之前，免费获取下一个提醒。_**</p>
</div><h2>Ichor Holdings Ltd.</h2>
<div class="lb-trans"><h2>Ichor Holdings Ltd.</h2>
</div><p><strong>Benzinga Edge Momentum Score: 98.70</strong></p>
<div class="lb-trans"><p><strong>Benzinga Edge 动量评分：98.70</strong></p>
</div><p><strong>Ichor Holdings Ltd. (NASDAQ: ICHR)</strong> is a $2 billion &#34;picks and shovels&#34; semiconductor play. The company develops and manufactures fluid delivery systems that are used on semiconductor equipment, with applications in the aerospace and healthcare industries as well. Companies like Applied Materials and Lam Research have fab equipment that requires these subsystems, so an increase in chip demand will also benefit Ichor's bottom line.</p>
<div class="lb-trans"><p><strong>Ichor Holdings Ltd. (NASDAQ: ICHR)</strong> 是一家市值 20 亿美元的 “铲子和镐” 半导体公司。该公司开发和制造用于半导体设备的流体输送系统，应用于航空航天和医疗保健行业。像应用材料和 Lam Research 这样的公司需要这些子系统，因此芯片需求的增加也将惠及 Ichor 的底线。</p>
</div><p>The company posted a surprise profit in its Q4 2025 earnings report released in February, with EPS more than 100% above expectations despite a year-over-year (YOY) revenue decline.</p>
<div class="lb-trans"><p>该公司在 2 月份发布的 2025 财年第四季度财报中意外盈利，尽管同比收入下降，但每股收益超出预期 100% 以上。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/15132331/Ichor-1024x407.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/15132331/Ichor-1024x407.png"/></p>
<p>ICHR shares recently broke above $60, marking the first new all-time high since 2021. The stock has enjoyed strong support along the 50-day moving average during this bull run, driving shares up nearly 250% YTD. While the bullish momentum remains strong, investors should heed the RSI’s ascent into Overbought territory, which could signal future profit-taking (and therefore pullbacks).</p>
<div class="lb-trans"><p>ICHR 的股票最近突破 60 美元，标志着自 2021 年以来的首次新历史高点。在这波牛市中，该股在 50 日移动平均线附近享有强劲支撑，年初至今上涨近 250%。尽管看涨动量依然强劲，投资者应注意 RSI 上升至超买区域，这可能预示着未来的获利回吐（因此可能出现回调）。</p>
</div><h2>ChipMOS Technologies Inc.</h2>
<div class="lb-trans"><h2>ChipMOS Technologies Inc.</h2>
</div><p><strong>Benzinga Edge Momentum Score: 95.82</strong></p>
<div class="lb-trans"><p><strong>Benzinga Edge 动量评分：95.82</strong></p>
</div><p><strong>ChipMOS (NASDAQ: IMOS)</strong> is a Taiwanese-based manufacturer of semiconductor testing and packaging services with a $1.5 billion market cap and reported annual sales of $762 million. Unlike the meteoric rise of AXTI and ICHR, IMOS shares are &#34;only&#34; up about 38% YTD.</p>
<div class="lb-trans"><p><strong>ChipMOS (NASDAQ: IMOS)</strong> 是一家总部位于台湾的半导体测试和封装服务制造商，市值 15 亿美元，年销售额为 7.62 亿美元。与 AXTI 和 ICHR 的迅猛上涨不同，IMOS 的股票年初至今 “仅” 上涨约 38%。</p>
</div><p>However, this company could have the most upside of any on our list today thanks to its impressive revenue growth and improving technical picture. The company reported 26% year-over-year (YOY) revenue growth in its Q4 2025 results released in February, along with an impressive EPS beat. The next report is scheduled for May 12, and management expects to build on the record revenue from the previous quarter.</p>
<div class="lb-trans"><p>然而，由于其令人印象深刻的收入增长和改善的技术面，这家公司可能在我们今天的名单中具有最大的上行潜力。该公司在 2 月份发布的 2025 财年第四季度业绩中报告了 26% 的同比收入增长，并且每股收益超出预期。下一次财报预计在 5 月 12 日发布，管理层预计将继续创下上个季度的收入记录。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/15132325/chipmo-1024x407.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/15132325/chipmo-1024x407.png"/></p>
<p>The technical picture is also improving, as the stock recently retook the 50-day moving average following a multi-month trek through rangebound trading. A bullish MACD crossover also suggests the uptrend has momentum, and investors may be realizing that ChipMOS has long-term fundamental tailwinds.</p>
<div class="lb-trans"><p>技术面也在改善，因为该股最近重新突破 50 日移动平均线，结束了数月的区间交易。看涨的 MACD 交叉也表明上升趋势具有动量，投资者可能意识到 ChipMOS 拥有长期的基本面利好。</p>
</div><h2>Silicon Motion Technologies Corp.</h2>
<div class="lb-trans"><h2>Silicon Motion Technologies Corp.</h2>
</div><p><strong>Benzinga Edge Momentum Score: 95.08</strong></p>
<div class="lb-trans"><p><strong>Benzinga Edge 动量评分：95.08</strong></p>
</div><p><strong>Silicon Motion Technologies (NASDAQ: SIMO)</strong> is a $4 billion company currently benefiting from the computer memory storage crisis. AI hyperscalers have increased the demand for NAND storage devices to unprecedented levels, and companies like Silicon Motion are reporting record revenue (and EPS) as a result. In Q4 2025, the company notched $1.26 in EPS and $278 million in revenue, both quarterly records that represented YOY growth of more than 40%. The Hong Kong-based firm also trades at just 22 times forward earnings, making its stock much cheaper to own than most competitors in the memory storage industry.</p>
<div class="lb-trans"><p><strong>Silicon Motion Technologies (NASDAQ: SIMO)</strong> 是一家市值 40 亿美元的公司，目前受益于计算机存储危机。人工智能巨头们对 NAND 存储设备的需求达到了前所未有的水平，像 Silicon Motion 这样的公司因此报告了创纪录的收入（和每股收益）。在 2025 财年第四季度，该公司实现了每股收益 1.26 美元和 2.78 亿美元的收入，均为季度记录，同比增长超过 40%。这家总部位于香港的公司也仅以 22 倍的预期市盈率交易，使其股票的持有成本远低于大多数存储行业的竞争对手。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/15132317/Silicon-1024x407.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/15132317/Silicon-1024x407.png"/></p>
<p>SIMO shares are up more than 200% in the last 12 months, including a 40% YTD gain so far in 2026. The recent pullback also appears to be ending, as the stock is now trading above the 50-day moving average again, with confirmation from the RSI and MACD, which are both back in bullish territory. If this momentum continues, the February all-time high of $143 will likely be surpassed before the end of the month.</p>
<div class="lb-trans"><p>SIMO 的股价在过去 12 个月上涨超过 200%，包括在 2026 年迄今为止的 40% 年初至今涨幅。最近的回调似乎也已结束，因为该股再次交易于 50 日移动平均线之上，并且 RSI 和 MACD 均已回到看涨区域。如果这种势头持续下去，2 月的历史最高点 143 美元可能会在本月底之前被超越。</p>
</div><h2>Veeco Instruments Inc.</h2>
<div class="lb-trans"><h2>Veeco Instruments Inc.</h2>
</div><p><strong>Benzinga Edge Momentum Score: 90.96</strong></p>
<div class="lb-trans"><p><strong>Benzinga Edge 动量评分：90.96</strong></p>
</div><p>One of the themes of this list has been &#34;picks and shovels&#34; companies that are adjacent to the large-cap chip producers, which gives them a chance to grow in multiples. The semiconductor production process is complex and time-consuming, requiring substantial processing, testing, and inspection equipment.</p>
<div class="lb-trans"><p>该列表的主题之一是与大型芯片生产商相邻的 &#34;铲子和铁锹&#34; 公司，这使它们有机会实现多倍增长。半导体生产过程复杂且耗时，需要大量的加工、测试和检验设备。</p>
</div><p><strong>Veeco Instruments (NASDAQ: VECO)</strong> is one of these adjacent companies through its semiconductor processing equipment sales, which generate more than $660 million in annual sales. The stock currently trades at 67 times earnings, but its forward P/E is only 23.8, well below the industry average. Citigroup raised its price target on the stock to $40 following the company's earnings release, despite the EPS and revenue miss, signaling confidence in management's ability to profit from this renewed AI drive.</p>
<div class="lb-trans"><p><strong>Veeco Instruments (NASDAQ: VECO)</strong> 是这些相邻公司的其中之一，通过其半导体加工设备销售，年销售额超过 6.6 亿美元。该股目前的市盈率为 67 倍，但其前瞻市盈率仅为 23.8，远低于行业平均水平。尽管每股收益和收入未达预期，花旗集团在公司发布财报后将其目标价上调至 40 美元，显示出对管理层在这一新兴 AI 驱动中获利能力的信心。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/15132311/Veeco-1024x409.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/15132311/Veeco-1024x409.png"/></p>
<p>VECO shares are up more than 40% YTD, and the technicals hint at more upside ahead. After hovering near the 50-day moving average since February, the stock has broken out above it, as confirmed by a MACD breakout. The RSI also signals that buyers are back in control, but the break into Overbought territory should give investors concern over a pullback. A slow entry into positions here might be the best way to invest in VECO shares.</p>
<div class="lb-trans"><p>VECO 的股价年初至今上涨超过 40%，技术指标暗示未来还有更多上涨空间。在 2 月以来徘徊于 50 日移动平均线附近后，该股已突破该线，MACD 突破确认了这一点。RSI 也表明买方重新掌控，但突破至超买区域应让投资者对回调感到担忧。在此处缓慢建仓可能是投资 VECO 股份的最佳方式。</p>
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5 只势头强劲的低调半导体股票