<p>在股票投資這個快節奏的世界中，發掘潛在的下一代科技股可能會極大地影響投資者的投資組合。這些企業在市場上有顯著的發展優勢，除了擁有良好的基礎之外。</p>
<p>無論是強大的收入模型、有效的成本控制，還是精心計劃的擴張，瞭解這些企業的獨特之處對投資者至關重要。作為數據流和集成領域的頂尖領導者之一，它擁有不斷增長的高價值客户羣和顯著的毛利率增長，展示了其潛力。</p>
<p>與此同時，名單上的另一家公司利用集成電路生產的優勢，在市場逆風面前保持增長。最終的選擇專注於技術分銷，通過其謹慎的資本配置計劃和強勁的盈利能力措施展現出穩健性。</p>
<p>這些公司的財務表現和戰略進展揭示了它們在潛在的百萬富翁製造者中的卓越選擇。在當今競爭激烈的股票市場環境中，做出明智的決策需要了解這些公司的發展路徑和基本面。</p>
<h2>Confluent (CFLT)</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?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://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>來源：solarseven/Shutterstock</p>
<p><strong>Confluent</strong>（納斯達克：<strong>CFLT</strong>）專注於數據流和集成大規模數據流。該公司的營運利潤率在 2024 年第一季度提高了 22 個百分點，達到 1.5%。這是連續第四個季度實現的超過 20 個百分點的改善。</p>
<p>總體毛利率增加了 4.7%，達到 76.9%。因此，這些毛利率增長展示了 Confluent 在擴張過程中如何有效擴展和管理其成本結構。</p>
<p>此外，年度重複收入至少為 10 萬美元的客户增加了 17%，達到 1,260 家。客户數量的擴大，特別是在高價值領域，反映了 Confluent 吸引和留住更大企業的能力。</p>
<p>Confluent 是一家下一代科技股，其潛力源於其強勁的毛利率改善和戰略重點放在擴大高價值企業客户上。</p>
<h2>Photronics (PLAB)</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?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://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>來源：sdecoret / Shutterstock.com</p>
<p>光掩膜製造商 <strong>Photronics</strong>（納斯達克：<strong>PLAB</strong>）在半導體行業運營。儘管遇到台灣災難和中國新年後需求疲軟等障礙，Photronics 在營收方面表現堅韌。</p>
<p>該公司報告了 2024 財年第二季度總銷售額為 2.17 億美元。這代表了微小的環比增長和可控的同比減少 5%。在此中，IC 部門的收入達到 1.609 億美元，顯示出與上一季度相比略有增長，儘管與前一年同期相比下降了 4%。</p>
<p>此外，Photronics 能夠利用有利的市場條件應對更普遍的行業限制。IC 部門的營收增長反映了主流穩定需求和市場份額增加。</p>
<p>另一方面，短期因素如高端趨勢疲軟，加劇了地震影響和外匯困難，導致收入下降。Photronics 克服這些障礙，保持穩定的毛利率。根據公司的説法，這與上一季度的結果一致，展示了在銷售波動面前高效的成本控制技術。</p>
<p>簡而言之，公司能夠利用主流 IC 需求並保持穩定的毛利率，鞏固了其在下一代科技股名單上的地位。</p>
<h2>ScanSource (SCSC)</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?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://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>來源：Shutterstock</p>
<p>領先的混合分銷商 <strong>ScanSource</strong>（納斯達克：<strong>SCSC</strong>）在技術分銷領域處於領先地位。儘管淨收入總體下降，ScanSource 保持了健康的毛利率，這對於保持盈利能力和資助更多項目至關重要。</p>
<p>2024 財年第三季度的毛利率為 12.6%，超出預期，這得益於 Intelisys 重複銷售的有利組合。這種毛利率管理展示了 ScanSource 成功調整其定價和產品組合策略，即使在需求減少時也能最大化盈利。</p>
<p>此外，憑藉 1.59 億美元的現金和在過去 12 個月調整後的 EBITDA 基礎上的零以下淨債務槓桿率，ScanSource 繼續保持穩健的資產負債表。這種財務穩定性為股份回購和收購等戰略活動提供了空間。</p>
<p>保守的資本配置策略還包括保持穩健的資產負債表，適度借款並投資於高毛利、重複收入公司。因此，這種策略降低了財務風險，同時促進長期增長。</p>
<p>總的來説，ScanSource 之所以被列入潛在的下一代科技股名單，是因為其強勁的毛利率和對高毛利重複收入業務的投資。</p>
<p>_在本文發佈日期，Yiannis Zourmpanos 未持有（直接或間接）本文提及的任何證券頭寸。本文中表達的觀點屬於作者個人，受 InvestorPlace.com 發佈指南約束。</p>
<p>_在本文發佈日期，負責編輯未持有（直接或間接）本文提及的任何證券頭寸。</p>
<p>Yiannis Zourmpanos 是 Yiazou Capital Research 的創始人，這是一個旨在通過深入的業務分析提升盡職調查過程的股市研究平台。</p>
<p>半導體、軟件、技術</p>
<p>成長股、低估值股</p>

SCSC

福尼克斯

CFLT

<p>發掘具有強大營收模型和戰略進展的潛在下一代科技股，可以極大地影響投資者的投資組合。Confluent（CFLT）專注於數據流和集成，顯示出顯著的毛利潤增長和不斷增長的客户羣。福尼克斯（PLAB）是一家光罩製造商，保持穩定的毛利率，並利用主流集成電路需求。ScanSource（SCSC）是一家領先的技術分銷商，成功管理其毛利潤率，並保持穩健的資產負債表。這些公司為投資者在快節奏的股票投資世界中提供了潛在機會</p>

<p>Uncovering prospective next-gen tech stocks may greatly influence an investor’s portfolio in the fast-paced world of stock investing. These businesses have advantages for significant development in the market, in addition to having good foundations.</p>
<div class="lb-trans"><p>在股票投資這個快節奏的世界中，發掘潛在的下一代科技股可能會極大地影響投資者的投資組合。這些企業在市場上有顯著的發展優勢，除了擁有良好的基礎之外。</p>
</div><p>Whether it is robust revenue models, effective cost control, or calculated expansions, knowing what makes these businesses unique is essential for investors. One of the top leaders in data streaming and integration, it has a growing customer base of high-value clients and significant gross margin increases to show off its potential.</p>
<div class="lb-trans"><p>無論是強大的收入模型、有效的成本控制，還是精心計劃的擴張，瞭解這些企業的獨特之處對投資者至關重要。作為數據流和集成領域的頂尖領導者之一，它擁有不斷增長的高價值客户羣和顯著的毛利率增長，展示了其潛力。</p>
</div><p>Meanwhile, another company on the list uses its advantages in integrated circuit production to maintain growth in the face of market headwinds. The final choice, which focuses on technology distribution, exhibits robustness through its careful capital allocation plans and strong profitability measures.</p>
<div class="lb-trans"><p>與此同時，名單上的另一家公司利用集成電路生產的優勢，在市場逆風面前保持增長。最終的選擇專注於技術分銷，通過其謹慎的資本配置計劃和強勁的盈利能力措施展現出穩健性。</p>
</div><p>The companies’ financial performance and strategic advancements provide insight into what makes them exceptional options among prospective millionaire-makers. In today’s competitive stock market climate, making well-informed decisions requires understanding these firms’ development paths and fundamentals.</p>
<div class="lb-trans"><p>這些公司的財務表現和戰略進展揭示了它們在潛在的百萬富翁製造者中的卓越選擇。在當今競爭激烈的股票市場環境中，做出明智的決策需要了解這些公司的發展路徑和基本面。</p>
</div><h2>Confluent (CFLT)</h2>
<div class="lb-trans"><h2>Confluent (CFLT)</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: solarseven/Shutterstock</p>
<div class="lb-trans"><p>來源：solarseven/Shutterstock</p>
</div><p><strong>Confluent</strong> (NASDAQ:<strong>CFLT</strong>) specializes in data streaming and integrating large-scale data flows. The company’s operating margin improved by 22 percentage points to 1.5% in Q1 2024. This increase is a more than 20-point improvement for the fourth straight quarter.</p>
<div class="lb-trans"><p><strong>Confluent</strong>（納斯達克：<strong>CFLT</strong>）專注於數據流和集成大規模數據流。該公司的營運利潤率在 2024 年第一季度提高了 22 個百分點，達到 1.5%。這是連續第四個季度實現的超過 20 個百分點的改善。</p>
</div><p>The overall gross margin increased by 4.7% to 76.9%. Hence, these margin increases demonstrate how well Confluent can scale and manage its cost structure as it expands.</p>
<div class="lb-trans"><p>總體毛利率增加了 4.7%，達到 76.9%。因此，這些毛利率增長展示了 Confluent 在擴張過程中如何有效擴展和管理其成本結構。</p>
</div><p>Moreover, clients with an annual recurring revenue of at least $100,000 increased by 17% to 1,260. The expansion in the number of customers, particularly in high-value areas, reflects Confluent’s capacity to draw in and keep bigger businesses.</p>
<div class="lb-trans"><p>此外，年度重複收入至少為 10 萬美元的客户增加了 17%，達到 1,260 家。客户數量的擴大，特別是在高價值領域，反映了 Confluent 吸引和留住更大企業的能力。</p>
</div><p>Confluent is a next-gen tech stock whose potential stems from its robust gross margin improvements and strategic focus on expanding its high-value enterprise clients.</p>
<div class="lb-trans"><p>Confluent 是一家下一代科技股，其潛力源於其強勁的毛利率改善和戰略重點放在擴大高價值企業客户上。</p>
</div><h2>Photronics (PLAB)</h2>
<div class="lb-trans"><h2>Photronics (PLAB)</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: sdecoret / Shutterstock.com</p>
<div class="lb-trans"><p>來源：sdecoret / Shutterstock.com</p>
</div><p>The photomask manufacturer, <strong>Photronics</strong> (NASDAQ:<strong>PLAB</strong>) operates in the semiconductor industry. Photronics showed tenacity in its revenue success, despite obstacles like the disasters in Taiwan and weak demand after the Chinese New Year.</p>
<div class="lb-trans"><p>光掩膜製造商 <strong>Photronics</strong>（納斯達克：<strong>PLAB</strong>）在半導體行業運營。儘管遇到台灣災難和中國新年後需求疲軟等障礙，Photronics 在營收方面表現堅韌。</p>
</div><p>The firm reported $217 million in total sales for the second quarter of fiscal 2024. This represents a tiny sequential gain and a manageable 5% reduction year over year. Within this, revenue for the IC segment came to $160.9 million, indicating a 2% increase from the prior quarter despite a 4% decline from the same time in the previous year.</p>
<div class="lb-trans"><p>該公司報告了 2024 財年第二季度總銷售額為 2.17 億美元。這代表了微小的環比增長和可控的同比減少 5%。在此中，IC 部門的收入達到 1.609 億美元，顯示出與上一季度相比略有增長，儘管與前一年同期相比下降了 4%。</p>
</div><p>Further, Photronics can take advantage of advantageous market conditions in the face of more general industry constraints. Reflected in the IC segment’s top-line growth, this is being driven by mainstream solid demand and increases in market share.</p>
<div class="lb-trans"><p>此外，Photronics 能夠利用有利的市場條件應對更普遍的行業限制。IC 部門的營收增長反映了主流穩定需求和市場份額增加。</p>
</div><p>On the other hand, short-term factors like weak high-end trends made worse by the effects of earthquakes and difficulties with foreign exchange meant that income fell. Photronics overcame these obstacles to maintain a steady gross margin. This was in line with the prior quarter’s results, according to the company, demonstrating efficient cost-control techniques in the face of sales volatility.</p>
<div class="lb-trans"><p>另一方面，短期因素如高端趨勢疲軟，加劇了地震影響和外匯困難，導致收入下降。Photronics 克服這些障礙，保持穩定的毛利率。根據公司的説法，這與上一季度的結果一致，展示了在銷售波動面前高效的成本控制技術。</p>
</div><p>In short, the company’s ability to capitalize on mainstream IC demand and maintain stable gross margins solidifies its presence on the next-gen tech stocks list.</p>
<div class="lb-trans"><p>簡而言之，公司能夠利用主流 IC 需求並保持穩定的毛利率，鞏固了其在下一代科技股名單上的地位。</p>
</div><h2>ScanSource (SCSC)</h2>
<div class="lb-trans"><h2>ScanSource (SCSC)</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: Shutterstock</p>
<div class="lb-trans"><p>來源：Shutterstock</p>
</div><p>The leading hybrid distributor, <strong>ScanSource</strong> (NASDAQ: <strong>SCSC</strong>), leads in technology distribution. Despite the overall drop in net revenues, ScanSource maintained a healthy gross profit margin, which is essential for maintaining profitability and funding more projects.</p>
<div class="lb-trans"><p>領先的混合分銷商 <strong>ScanSource</strong>（納斯達克：<strong>SCSC</strong>）在技術分銷領域處於領先地位。儘管淨收入總體下降，ScanSource 保持了健康的毛利率，這對於保持盈利能力和資助更多項目至關重要。</p>
</div><p>The gross profit margin for Q3 of FY 2024 was 12.6%, which exceeded expectations because of a favorable mix of Intelisys recurring sales. This margin management demonstrates ScanSource’s ability to modify its pricing and product mix strategies successfully, maximizing profitability even in times of decreased demand.</p>
<div class="lb-trans"><p>2024 財年第三季度的毛利率為 12.6%，超出預期，這得益於 Intelisys 重複銷售的有利組合。這種毛利率管理展示了 ScanSource 成功調整其定價和產品組合策略，即使在需求減少時也能最大化盈利。</p>
</div><p>Moreover, with $159 million in cash and a net debt leverage ratio below zero on a trailing 12-month adjusted EBITDA basis, ScanSource continues to maintain a solid balance sheet. This financial stability offers room for strategic activities like share repurchases and acquisitions.</p>
<div class="lb-trans"><p>此外，憑藉 1.59 億美元的現金和在過去 12 個月調整後的 EBITDA 基礎上的零以下淨債務槓桿率，ScanSource 繼續保持穩健的資產負債表。這種財務穩定性為股份回購和收購等戰略活動提供了空間。</p>
</div><p>The conservative capital allocation strategy also entails keeping a solid balance sheet with moderate borrowing and investing in high-margin, recurring revenue companies. Hence, this strategy reduces financial risks while promoting long-term growth.</p>
<div class="lb-trans"><p>保守的資本配置策略還包括保持穩健的資產負債表，適度借款並投資於高毛利、重複收入公司。因此，這種策略降低了財務風險，同時促進長期增長。</p>
</div><p>Overall, Scansource’s inclusion in the potential next-gen tech stocks list is attributed to its strong gross profit margins and investments in high-margin recurring revenue businesses.</p>
<div class="lb-trans"><p>總的來説，ScanSource 之所以被列入潛在的下一代科技股名單，是因為其強勁的毛利率和對高毛利重複收入業務的投資。</p>
</div><p><em>On the date of publication, Yiannis Zourmpanos did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.</em></p>
<div class="lb-trans"><p>_在本文發佈日期，Yiannis Zourmpanos 未持有（直接或間接）本文提及的任何證券頭寸。本文中表達的觀點屬於作者個人，受 InvestorPlace.com 發佈指南約束。</p>
</div><p><em>On the date of publication, the responsible editor did not have (either directly or indirectly) any positions in the securities mentioned in this article.</em></p>
<div class="lb-trans"><p>_在本文發佈日期，負責編輯未持有（直接或間接）本文提及的任何證券頭寸。</p>
</div><p>Yiannis Zourmpanos is the founder of Yiazou Capital Research, a stock-market research platform designed to elevate the due diligence process through in-depth business analysis.</p>
<div class="lb-trans"><p>Yiannis Zourmpanos 是 Yiazou Capital Research 的創始人，這是一個旨在通過深入的業務分析提升盡職調查過程的股市研究平台。</p>
</div><p>Semiconductor, Software, Technology</p>
<div class="lb-trans"><p>半導體、軟件、技術</p>
</div><p>Growth Stocks, Undervalued Stocks</p>
<div class="lb-trans"><p>成長股、低估值股</p>
</div>

3 只可能造就百萬富翁的下一代科技股票