<p>人工智能的繁荣正在重塑市场，影响范围远超其最明显的受益者——科技、能源和公用事业公司，而一些最佳的受益方式在很大程度上被忽视。即使在半导体这样一个显著的人工智能行业中，一些公司由于其在复杂的人工智能供应链中的角色，拥有独特的机会，可以作为 “铲子和镐” 的投资。</p>
<p>在考虑可能的人工智能收入加速器时，寻找已经具备一定销售增长势头的公司是有帮助的。三家公司——Fabrinet NYSE: FN、MACOM Technology Solutions NASDAQ: MTSI 和 Credo Technology Group Inc. NASDAQ: CRDO——都属于这一类别，并且拥有强大的分析师支持，使它们成为在人工智能行业中扮演日益重要角色的候选者。</p>
<h2>重要的光学封装公司，估值吸引人</h2>
<p>Fabrinet 是一家精密光学封装公司，负责许多对超大规模数据中心至关重要的关键组件，如收发器和硅光子组件。这意味着该公司正处于更广泛的人工智能供应链中的一个主要瓶颈，并且可能在可预见的未来在人工智能系统部署中发挥作用。</p>
<p>这一点已经通过公司强劲的销售业绩得到了证明，包括最新季度创下的 12 亿美元的收入，同比增长 39%。收入超出预期，非公认会计原则每股收益（EPS）为 3.72 美元，也超出了指导范围。</p>
<p>展望未来，Fabrinet 的一个重要步骤将是成功提升其产能以实现进一步扩张。从最近几个季度的新产能建设到对现有半导体制造设施的投资，以及新开发地点的收购，该公司有一个积极的多方位计划，旨在创造数十亿美元的额外收入能力，尽管确切的时间表尚待观察。</p>
<p>与此同时，Fabrinet 在人工智能行业中展现出最具吸引力的估值之一，市销率（P/S）约为 5。分析师对该公司给予六个买入评级和四个持有评级，并预测有 32% 的上涨潜力，分析师们对这一重要但容易被忽视的人工智能参与者持乐观态度。</p>
<h2>数据中心销售的巨大增长只是 MACOM 吸引力的一部分</h2>
<p>MACOM 也在半导体领域，但专注于特定的模拟、微波、毫米波和光子工具及服务。数据中心应用是收入增长的主要驱动力——最新报告的季度销售同比增长 22.5%，大幅超出分析师预测，而账单与订单比率达到了创纪录的 1.5。管理层甚至将数据中心收入的基本增长率从 35%-40% 上调至超过 60%，这表明对这一增长的乐观情绪将持续到至少 9 月的财年末。</p>
<p>至少还有两个重要因素有助于提升 MACOM 作为潜在投资的吸引力。首先，由于其卓越的运营执行，该公司在最近几个季度经历了显著的利润率扩张。预计 2026 财年的调整后毛利率将在 59%-60% 之间，这一积极趋势似乎将继续。</p>
<p>其次，该公司在人工智能之外还有其他增长驱动因素——工业和国防销售也强劲增长。</p>
<p>因此，分析师们对 MTSI 股票给予了 11 个买入评级，仅有三个持有评级。尽管上涨潜力仅为 10%，但华尔街对 MACOM 的人工智能潜力无疑充满了兴奋。</p>
<h2>多个类别的重大增长，但 CRDO 可能仍被低估</h2>
<p>Credo 以其零翻转连接解决方案而闻名，可能在保持人工智能光学连接的顺畅和快速运行中发挥变革性作用。该公司在最近几个月经历了巨大的增长——截至目前，股价上涨超过 85%，季度收入同比激增 157%，达到了创纪录的 4.37 亿美元，非公认会计原则净收入接近 2.27 亿美元，也创下了历史新高。</p>
<p>光学收入推动了 Credo 的增长，预计在当前财年（截至 2027 年 5 月），该领域的销售将超过 6 亿美元。</p>
<p>尽管如此，该公司的市盈率与增长比（PEG）为 1.1，反映出相对价值的竞争力。这可能是为什么有 17 位分析师对 CRDO 股票给予买入评级，而仅有两位持有评级。</p>
<h2>你现在应该投资 1000 美元在 Fabrinet 吗？</h2>
<p>在考虑 Fabrinet 之前，你需要听听这个。</p>
<p>MarketBeat 跟踪华尔街顶级评级和表现最佳的研究分析师，以及他们每天向客户推荐的股票。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立即购买……而 Fabrinet 并不在名单上。</p>
<p>虽然 Fabrinet 目前在分析师中获得了中等买入评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>查看这五只股票</p>

CRDO

MACOM科技解决方案控股

CRDU

<p>Fabrinet、MACOM 和 Credo 被认为是被忽视的人工智能收入加速器，其销售增长超过同行。Fabrinet 报告了创纪录的 12 亿美元收入（同比增长 39%）和吸引人的估值。MACOM 的数据中心销售同比增长 22.5%，并提高了增长预期。Credo 实现了 157% 的同比收入增长，达到了 4.37 亿美元。这三家公司都获得了强烈的分析师买入评级，使它们成为半导体供应链中的关键参与者，受益于人工智能的繁荣</p>

<p>The AI boom is reshaping the market well beyond its most obvious beneficiaries—tech, energy, and utilities firms—and some of the best ways to benefit from it have largely gone overlooked. Even within a prominent AI industry like semiconductors, some companies have unique opportunities to serve as pick-and-shovel investments due to their role within the complex AI supply chain.</p>
<div class="lb-trans"><p>人工智能的繁荣正在重塑市场，影响范围远超其最明显的受益者——科技、能源和公用事业公司，而一些最佳的受益方式在很大程度上被忽视。即使在半导体这样一个显著的人工智能行业中，一些公司由于其在复杂的人工智能供应链中的角色，拥有独特的机会，可以作为 “铲子和镐” 的投资。</p>
</div><p>When considering possible AI revenue accelerators, it helps to look for firms that already have some sales growth momentum. Three companies—Fabrinet NYSE: FN, MACOM Technology Solutions NASDAQ: MTSI, and Credo Technology Group Inc. NASDAQ: CRDO—are all in this category and boast strong analyst support, making them candidates for an increasingly prominent role in the AI industry.</p>
<div class="lb-trans"><p>在考虑可能的人工智能收入加速器时，寻找已经具备一定销售增长势头的公司是有帮助的。三家公司——Fabrinet NYSE: FN、MACOM Technology Solutions NASDAQ: MTSI 和 Credo Technology Group Inc. NASDAQ: CRDO——都属于这一类别，并且拥有强大的分析师支持，使它们成为在人工智能行业中扮演日益重要角色的候选者。</p>
</div><h2>Important Optical Packaging Firm With an Attractive Valuation</h2>
<div class="lb-trans"><h2>重要的光学封装公司，估值吸引人</h2>
</div><p>Fabrinet is a precision optical packaging company responsible for many of the key components vital to hyperscalers and data centers, such as transceivers and silicon photonics components. This means that the company is positioning itself at a major bottleneck in the broader AI supply chain and as a firm likely to play a role in a growing share of AI system deployments for the foreseeable future.</p>
<div class="lb-trans"><p>Fabrinet 是一家精密光学封装公司，负责许多对超大规模数据中心至关重要的关键组件，如收发器和硅光子组件。这意味着该公司正处于更广泛的人工智能供应链中的一个主要瓶颈，并且可能在可预见的未来在人工智能系统部署中发挥作用。</p>
</div><p>This has already been demonstrated by the company's strong sales, including record revenue of $1.2 billion in the latest quarter, a year-over-year (YOY) increase of 39%. Revenue came in ahead of expectations, and non-GAAP earnings per share (EPS) of $3.72 beat guidance as well.</p>
<div class="lb-trans"><p>这一点已经通过公司强劲的销售业绩得到了证明，包括最新季度创下的 12 亿美元的收入，同比增长 39%。收入超出预期，非公认会计原则每股收益（EPS）为 3.72 美元，也超出了指导范围。</p>
</div><p>Going forward, an essential step for Fabrinet will be successfully building its capacity to allow for further scaling. From new capacity buildouts in recent quarters to investments in existing semiconductor fabrication facilities and the acquisition of new sites for development, the company has an aggressive, multi-pronged plan to generate several billion dollars in additional revenue capacity, although the exact timeline remains to be seen.</p>
<div class="lb-trans"><p>展望未来，Fabrinet 的一个重要步骤将是成功提升其产能以实现进一步扩张。从最近几个季度的新产能建设到对现有半导体制造设施的投资，以及新开发地点的收购，该公司有一个积极的多方位计划，旨在创造数十亿美元的额外收入能力，尽管确切的时间表尚待观察。</p>
</div><p>In the meantime, Fabrinet shows one of the most compelling valuations across the AI industry, with a price-to-sales (P/S) ratio of about 5. With six Buy ratings and four Holds, as well as 32% in upside potential forecast, analysts are also bullish on this important but easy-to-miss AI player.</p>
<div class="lb-trans"><p>与此同时，Fabrinet 在人工智能行业中展现出最具吸引力的估值之一，市销率（P/S）约为 5。分析师对该公司给予六个买入评级和四个持有评级，并预测有 32% 的上涨潜力，分析师们对这一重要但容易被忽视的人工智能参与者持乐观态度。</p>
</div><h2>Massive Data Center Sales Growth Is Just One Part of MACOM's Appeal</h2>
<div class="lb-trans"><h2>数据中心销售的巨大增长只是 MACOM 吸引力的一部分</h2>
</div><p>MACOM is also in the semiconductor space, but it specializes in specific analog, microwave, millimeter-wave, and photonics tools and services. Data center applications are a primary driver of revenue growth—sales increased by 22.5% YOY in the latest reported quarter to solidly beat analyst predictions, while book-to-bill reached a record 1.5. Management has even gone so far as to raise its base-case growth rate for data center revenue from 35%-40% to more than 60%, a signal of impressive optimism that this will continue through at least the end of the fiscal year in September.</p>
<div class="lb-trans"><p>MACOM 也在半导体领域，但专注于特定的模拟、微波、毫米波和光子工具及服务。数据中心应用是收入增长的主要驱动力——最新报告的季度销售同比增长 22.5%，大幅超出分析师预测，而账单与订单比率达到了创纪录的 1.5。管理层甚至将数据中心收入的基本增长率从 35%-40% 上调至超过 60%，这表明对这一增长的乐观情绪将持续到至少 9 月的财年末。</p>
</div><p>At least two other important factors help to boost MACOM as a prospective investment. First, the firm has experienced noteworthy margin expansion in recent quarters, thanks to its excellent operational execution. With fiscal 2026 adjusted gross margin expected to be in the range of 59%-60%, this positive trajectory seems likely to continue.</p>
<div class="lb-trans"><p>至少还有两个重要因素有助于提升 MACOM 作为潜在投资的吸引力。首先，由于其卓越的运营执行，该公司在最近几个季度经历了显著的利润率扩张。预计 2026 财年的调整后毛利率将在 59%-60% 之间，这一积极趋势似乎将继续。</p>
</div><p>Second, the company has other growth drivers outside of AI—crucially, industrial and defense sales have also climbed strongly.</p>
<div class="lb-trans"><p>其次，该公司在人工智能之外还有其他增长驱动因素——工业和国防销售也强劲增长。</p>
</div><p>It's no surprise, then, that analysts have given MTSI stock 11 Buy ratings compared to just three Holds. Although upside potential is minimal at just 10%, there is an unmistakable excitement across Wall Street surrounding MACOM's AI potential.</p>
<div class="lb-trans"><p>因此，分析师们对 MTSI 股票给予了 11 个买入评级，仅有三个持有评级。尽管上涨潜力仅为 10%，但华尔街对 MACOM 的人工智能潜力无疑充满了兴奋。</p>
</div><h2>Major Growth in Multiple Categories, But CRDO Could Still Be Undervalued</h2>
<div class="lb-trans"><h2>多个类别的重大增长，但 CRDO 可能仍被低估</h2>
</div><p>Known for its zero-flap connectivity solutions, Credo could play a transformational role in keeping AI optical connections running smoothly and quickly. This company has been on a massive growth streak in recent months—shares are up more than 85% year to date, quarterly revenue ballooned by 157% YOY in the last quarter to a record $437 million, and non-GAAP net income of nearly $227 million was also an all-time high.</p>
<div class="lb-trans"><p>Credo 以其零翻转连接解决方案而闻名，可能在保持人工智能光学连接的顺畅和快速运行中发挥变革性作用。该公司在最近几个月经历了巨大的增长——截至目前，股价上涨超过 85%，季度收入同比激增 157%，达到了创纪录的 4.37 亿美元，非公认会计原则净收入接近 2.27 亿美元，也创下了历史新高。</p>
</div><p>Optical revenue has been driving Credo's growth, and for the current fiscal year (ending in May 2027), sales in this area in particular are expected to exceed $600 million.</p>
<div class="lb-trans"><p>光学收入推动了 Credo 的增长，预计在当前财年（截至 2027 年 5 月），该领域的销售将超过 6 亿美元。</p>
</div><p>Even still, the company's price/earnings-to-growth (PEG) ratio, a measure of relative value based on expected earnings growth, is competitive at 1.1. This may be why an impressive 17 analysts have assigned Buy ratings to CRDO stock, compared to just two Holds.</p>
<div class="lb-trans"><p>尽管如此，该公司的市盈率与增长比（PEG）为 1.1，反映出相对价值的竞争力。这可能是为什么有 17 位分析师对 CRDO 股票给予买入评级，而仅有两位持有评级。</p>
</div><h2>Should You Invest $1,000 in Fabrinet Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在 Fabrinet 吗？</h2>
</div><p>Before you consider Fabrinet, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑 Fabrinet 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 Fabrinet wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 跟踪华尔街顶级评级和表现最佳的研究分析师，以及他们每天向客户推荐的股票。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立即购买……而 Fabrinet 并不在名单上。</p>
</div><p>While Fabrinet 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 Fabrinet 目前在分析师中获得了中等买入评级，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>查看这五只股票</p>
</div>

3 个低调的 AI 收入加速器，其销售增长速度超过同行