<p>在科技行業，某些公司凌駕於其他公司之上，悄然成為市值數萬億美元的公司，並實現爆炸式增長。這裏重點關注三家隱藏的巨頭的秘密。這些行業領導者展示了卓越的市場主導地位、技術領先地位和戰略遠見，使它們成為大規模估值擴張的主要候選公司。瞭解這些公司的基本面和市場定位對於識別高潛力機會至關重要。</p>
<p>第一家公司是先進邏輯和晶體管技術材料工程過程的領導者。它站在市場重大轉變的最前沿，實現了從 FinFET 技術向全環繞柵極晶體管的過渡。第二家公司是全球半導體和電信巨頭。通過其尖端人工智能和 5G 技術的進步，它實現了實質性的收入增長和多元化。與此同時，第三家公司是企業資源規劃解決方案的巨頭。這表明其在雲收入和積壓方面取得了穩固增長，標誌着其成功轉型為基於雲的服務。</p>
<p>簡而言之，探索這些公司的獨特優勢和市場戰略解釋了它們為何可能成為未來數萬億美元的巨頭。</p>
<h2>應用材料（AMAT）</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="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>來源：michelmond / Shutterstock.com</p>
<p><strong>應用材料</strong>（納斯達克：<strong>AMAT</strong>）專注於先進邏輯和晶體管技術的材料工程過程。從 FinFET 技術向全環繞柵極（<strong>GAA</strong>）晶體管的過渡標誌着應用材料的重大增長機遇。這一轉變將使公司的晶體管模塊市場從每 100,000 片晶圓每月的產能約 60 億美元增加到約 70 億美元。</p>
<p>毫無疑問，應用材料正朝着佔據超過 50% 的晶體管工藝設備支出的目標邁進。在互連技術方面的強勁市場地位對於高速和低功耗數據傳輸至關重要。隨着背面供電在大規模製造中的進一步增長，這一市場可能會進一步擴大約 10 億美元。</p>
<p>此外，應用材料的領導地位還涵蓋了高帶寬存儲器（<strong>HBM</strong>）封裝技術，包括微凸點和硅通孔。公司預計，今年其 HBM 封裝收入可能增加六倍，達到超過 6 億美元。到 2024 年，先進封裝產品組合可能產生約 17 億美元的收入。隨着異構集成變得更加普遍，這一領先地位還具有進一步增長的潛力。</p>
<p>總之，應用材料向全環繞柵極晶體管的轉變顯著擴大了其市場潛力，使其成為未來數萬億美元股票清單上備受關注的競爭者。</p>
<h2>高通（QCOM）</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="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>來源：photobyphm / Shutterstock.com</p>
<p><strong>高通</strong>（納斯達克：<strong>QCOM</strong>）是一家半導體和電信設備領導者。公司在 2024 財年第二季度實現 94 億美元的營收，表明其產品和服務需求強勁。高通的芯片組業務實現 80 億美元的營收，反映了對安卓智能手機的強勁需求和汽車行業持續增長的動力。許可業務貢獻了 13 億美元的營收。事實上，許可收入的高利潤性支持了高通的盈利能力，並提供了穩定的收入流。</p>
<p>此外，公司在 2024 財年上半年來自中國原始設備製造商的年度手機收入增長超過 40%。這表明高通在競爭激烈的市場中具有競爭力，並且在全球最大智能手機市場之一的需求反彈。高通 AI 中心的推出突顯了公司幫助開發人員推廣設備 AI 應用的承諾。該中心提供了 100 多個經過優化的 AI 模型。此外，在設備內 GenAI 能力方面，高通的驍龍 8 Gen 3 移動平台樹立了性能標準。市場上對這些平台驅動的旗艦安卓設備的需求強勁，特別是在中國。</p>
<p>總體而言，公司的驍龍平台和人工智能倡議使其位居未來數萬億美元股票清單之首。</p>
<h2>SAP</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="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>來源：Tada Images / Shutterstock.com</p>
<p><strong>SAP</strong>（紐約證券交易所：<strong>SAP</strong>）是一家專注於企業資源規劃（ERP）解決方案的跨國軟件公司。公司在 2024 年第一季度的雲積壓增長了 28%，達到 142 億歐元，創下有史以來最快的增長速度。雲積壓的大幅增加表明強勁的需求和未來業務的堅實管道。SAP 的雲收入年增長率為 25%，在 2024 年第一季度達到 39 億歐元。雲 ERP 套件主要推動了這一增長。這一增長率為 32%，實現了 32 億歐元的收入。</p>
<p>SAP 的 “佔領和擴展” 戰略也非常有效。特別是在將其現有客户羣體轉移到雲端時。ERP 套件收入表明，SAP 通過逐步向現有客户羣體提供附加服務實現了新客户的獲取。這一戰略支持可持續的收入增長。此外，儘管面臨重組準備金和股權激勵等困難，SAP 在 2024 年第一季度的營業利潤為 15 億歐元，較去年同期增長 19%。</p>
<p>總的來説，SAP 在雲收入大幅增長和雲積壓擴大方面的顯著增長鞏固了其在未來數萬億美元股票清單中的地位。</p>
<p><em>在發佈日期，Yiannis Zourmpanos 未持有（直接或間接）本文提及的證券中的任何頭寸。本文中表達的觀點屬於作者個人，遵守 InvestorPlace.com 的發佈準則。</em></p>
<p><em>在發佈日期，負責編輯未持有（直接或間接）本文提及的證券中的任何頭寸。</em></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、科技</p>
<p>藍籌股</p>

費城交易所 半導體 ETF - iShares

半導體 3 倍做空 - Direxion

半導體 3 倍做多 - Direxion

半導體

<p>科技行業的某些公司有望成為萬億美元巨頭。其中三家隱藏的巨頭受到關注，包括一家在先進邏輯和晶體管技術的材料工程領域領先的公司，一家全球半導體和電信巨頭，以及一家企業資源規劃解決方案領域的巨頭。這些公司展示了出色的市場主導地位和戰略遠見，使它們成為大規模估值擴張的主要候選公司。瞭解它們的基本面和市場地位對於識別高潛力機會至關重要</p>

<p>Certain companies rise above the rest in the technology sector, quietly positioning themselves as trillion-dollar companies with explosive growth. Here, the focus is on the secrets of three such hidden titans. These industry leaders showcase exceptional market dominance, technological leadership, and strategic foresight, which make them prime candidates for massive valuation expansion. Understanding these companies’ fundamentals and market positions is vital to identifying high-potential opportunities.</p>
<div class="lb-trans"><p>在科技行業，某些公司凌駕於其他公司之上，悄然成為市值數萬億美元的公司，並實現爆炸式增長。這裏重點關注三家隱藏的巨頭的秘密。這些行業領導者展示了卓越的市場主導地位、技術領先地位和戰略遠見，使它們成為大規模估值擴張的主要候選公司。瞭解這些公司的基本面和市場定位對於識別高潛力機會至關重要。</p>
</div><p>The first company is a leader in materials engineering processes for advanced logic and transistor technology. It stands at the forefront of a major market shift with the transition to gate-all-around transistors. The second company is a global semiconductor and telecommunications powerhouse. It derives substantial revenue growth and diversification through its cutting-edge AI and 5G advancements. Meanwhile, the third company is a titan in enterprise resource planning solutions. This demonstrates solid growth in cloud revenue and backlog, marking its successful transition to cloud-based services.</p>
<div class="lb-trans"><p>第一家公司是先進邏輯和晶體管技術材料工程過程的領導者。它站在市場重大轉變的最前沿，實現了從 FinFET 技術向全環繞柵極晶體管的過渡。第二家公司是全球半導體和電信巨頭。通過其尖端人工智能和 5G 技術的進步，它實現了實質性的收入增長和多元化。與此同時，第三家公司是企業資源規劃解決方案的巨頭。這表明其在雲收入和積壓方面取得了穩固增長，標誌着其成功轉型為基於雲的服務。</p>
</div><p>In short, exploring these companies’ unique strengths and market strategies explains why they may become the future trillion-dollar giants.</p>
<div class="lb-trans"><p>簡而言之，探索這些公司的獨特優勢和市場戰略解釋了它們為何可能成為未來數萬億美元的巨頭。</p>
</div><h2>Applied Materials (AMAT)</h2>
<div class="lb-trans"><h2>應用材料（AMAT）</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: michelmond / Shutterstock.com</p>
<div class="lb-trans"><p>來源：michelmond / Shutterstock.com</p>
</div><p><strong>Applied Materials</strong>(NASDAQ:<strong>AMAT</strong>) specializes in materials engineering processes for advanced logic and transistor technology. The transition to gate-all-around ( <strong>GAA</strong>) transistors from FinFET technology marks a significant growth opportunity for Applied. This shift increases the company’s market for transistor modules from around $6 billion to approximately $7 billion for every 100,000 wafer starts per month of capacity.</p>
<div class="lb-trans"><p><strong>應用材料</strong>（納斯達克：<strong>AMAT</strong>）專注於先進邏輯和晶體管技術的材料工程過程。從 FinFET 技術向全環繞柵極（<strong>GAA</strong>）晶體管的過渡標誌着應用材料的重大增長機遇。這一轉變將使公司的晶體管模塊市場從每 100,000 片晶圓每月的產能約 60 億美元增加到約 70 億美元。</p>
</div><p>Certainly, Applied Materials is on track to capture over 50% of the process equipment spending for transistor steps. This strong market position in interconnect technologies is critical for high-speed and low-power data transmission. This may grow further with backside power delivery in volume manufacturing, adding another $1 billion to the available market.</p>
<div class="lb-trans"><p>毫無疑問，應用材料正朝着佔據超過 50% 的晶體管工藝設備支出的目標邁進。在互連技術方面的強勁市場地位對於高速和低功耗數據傳輸至關重要。隨着背面供電在大規模製造中的進一步增長，這一市場可能會進一步擴大約 10 億美元。</p>
</div><p>Further, Applied Material’s leadership extends to high-bandwidth memory ( <strong>HBM</strong>) packaging technologies, including micro-bump and through-silicon via. The company anticipates that its HBM packaging revenue could increase sixfold this year, reaching over $600 million. The advanced packaging product portfolio may generate approximately $1.7 billion in revenue in 2024. This is along with the potential for further growth as heterogeneous integration becomes more widespread.</p>
<div class="lb-trans"><p>此外，應用材料的領導地位還涵蓋了高帶寬存儲器（<strong>HBM</strong>）封裝技術，包括微凸點和硅通孔。公司預計，今年其 HBM 封裝收入可能增加六倍，達到超過 6 億美元。到 2024 年，先進封裝產品組合可能產生約 17 億美元的收入。隨着異構集成變得更加普遍，這一領先地位還具有進一步增長的潛力。</p>
</div><p>To conclude, Applied Materials’ shift to gate-all-around transistors significantly expands its market potential, making it a high-profile contender for the future trillion-dollar stocks list.</p>
<div class="lb-trans"><p>總之，應用材料向全環繞柵極晶體管的轉變顯著擴大了其市場潛力，使其成為未來數萬億美元股票清單上備受關注的競爭者。</p>
</div><h2>Qualcomm (QCOM)</h2>
<div class="lb-trans"><h2>高通（QCOM）</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: photobyphm / Shutterstock.com</p>
<div class="lb-trans"><p>來源：photobyphm / Shutterstock.com</p>
</div><p><strong>Qualcomm</strong> (NASDAQ:<strong>QCOM</strong>) is a semiconductor and telecommunications equipment leader. The company had revenues of $9.4 billion for fiscal 2024 Q2, which indicates a robust demand for its products and services. Qualcomm’s chipset business generated $8 billion in revenues, reflecting strong premature demand for Android smartphones and continued momentum in the automotive sector. The licensing business contributed $1.3 billion in revenues. Indeed, the high-margin nature of licensing revenues supports Qualcomm’s profitability and provides a stable income stream.</p>
<div class="lb-trans"><p><strong>高通</strong>（納斯達克：<strong>QCOM</strong>）是一家半導體和電信設備領導者。公司在 2024 財年第二季度實現 94 億美元的營收，表明其產品和服務需求強勁。高通的芯片組業務實現 80 億美元的營收，反映了對安卓智能手機的強勁需求和汽車行業持續增長的動力。許可業務貢獻了 13 億美元的營收。事實上，許可收入的高利潤性支持了高通的盈利能力，並提供了穩定的收入流。</p>
</div><p>Moreover, the company’s annual handset revenues from Chinese original equipment manufacturers increased by more than 40% in H1 fiscal 2024. This demonstrates Qualcomm’s competitive end and the rebound in demand in one of the biggest smartphone markets. The introduction of the Qualcomm AI Hub highlights the company’s commitment to helping developers market on-device AI apps. The hub offers a collection of over 100 pre-optimized AI models. Furthermore, in terms of on-device GenAI capabilities, Qualcomm’s Snapdragon 8 Gen 3 mobile platforms set the standard for performance. There is a strong demand for flagship Android devices powered by these platforms, particularly in China.</p>
<div class="lb-trans"><p>此外，公司在 2024 財年上半年來自中國原始設備製造商的年度手機收入增長超過 40%。這表明高通在競爭激烈的市場中具有競爭力，並且在全球最大智能手機市場之一的需求反彈。高通 AI 中心的推出突顯了公司幫助開發人員推廣設備 AI 應用的承諾。該中心提供了 100 多個經過優化的 AI 模型。此外，在設備內 GenAI 能力方面，高通的驍龍 8 Gen 3 移動平台樹立了性能標準。市場上對這些平台驅動的旗艦安卓設備的需求強勁，特別是在中國。</p>
</div><p>Overall, the company’s Snapdragon platforms and AI initiatives position it at the top of the future trillion-dollar stocks list.</p>
<div class="lb-trans"><p>總體而言，公司的驍龍平台和人工智能倡議使其位居未來數萬億美元股票清單之首。</p>
</div><h2>SAP (SAP)</h2>
<div class="lb-trans"><h2>SAP</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: Tada Images / Shutterstock.com</p>
<div class="lb-trans"><p>來源：Tada Images / Shutterstock.com</p>
</div><p><strong>SAP</strong> (NYSE:<strong>SAP</strong>) is a multinational software corporation focusing on enterprise resource planning (ERP) solutions. The company’s cloud backlog grew by 28% to EUR14.2 billion in Q1 2024, marking the fastest growth on record. This substantial increase in the cloud backlog indicates strong demand and a solid pipeline of future business. Cloud revenue for SAP increased by 25% annually, reaching EUR3.9 billion in Q1 2024. The cloud ERP suite primarily drove this growth. This has a 32% increase, achieving EUR3.2 billion in revenue.</p>
<div class="lb-trans"><p><strong>SAP</strong>（紐約證券交易所：<strong>SAP</strong>）是一家專注於企業資源規劃（ERP）解決方案的跨國軟件公司。公司在 2024 年第一季度的雲積壓增長了 28%，達到 142 億歐元，創下有史以來最快的增長速度。雲積壓的大幅增加表明強勁的需求和未來業務的堅實管道。SAP 的雲收入年增長率為 25%，在 2024 年第一季度達到 39 億歐元。雲 ERP 套件主要推動了這一增長。這一增長率為 32%，實現了 32 億歐元的收入。</p>
</div><p>SAP’s “land and expand” strategy has also been highly effective. This is particularly true when moving its installed base to the cloud. ERP Suite revenue indicates that SAP is acquiring new customers by progressively upselling and cross-selling additional services to its existing customer base. This strategy supports sustainable revenue growth. Moreover, SAP’s operating profit in Q1 2024 was EUR1.5 billion, a 19% increase compared to the previous year. This improvement came despite the adversities of restructuring provisions and stock-based compensation.</p>
<div class="lb-trans"><p>SAP 的 “佔領和擴展” 戰略也非常有效。特別是在將其現有客户羣體轉移到雲端時。ERP 套件收入表明，SAP 通過逐步向現有客户羣體提供附加服務實現了新客户的獲取。這一戰略支持可持續的收入增長。此外，儘管面臨重組準備金和股權激勵等困難，SAP 在 2024 年第一季度的營業利潤為 15 億歐元，較去年同期增長 19%。</p>
</div><p>In summary, SAP’s significant growth in cloud revenue and expanding cloud backlog solidified its place among future trillion-dollar stocks.</p>
<div class="lb-trans"><p>總的來説，SAP 在雲收入大幅增長和雲積壓擴大方面的顯著增長鞏固了其在未來數萬億美元股票清單中的地位。</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><em>在發佈日期，Yiannis Zourmpanos 未持有（直接或間接）本文提及的證券中的任何頭寸。本文中表達的觀點屬於作者個人，遵守 InvestorPlace.com 的發佈準則。</em></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><em>在發佈日期，負責編輯未持有（直接或間接）本文提及的證券中的任何頭寸。</em></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、科技</p>
</div><p>Blue-Chip Stocks</p>
<div class="lb-trans"><p>藍籌股</p>
</div>

三隻潛力股即將爆發，成為萬億美元巨頭