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\u7f8e\u5143\u3002\u66f4\u91cd\u8981\u7684\u662f\uff0cGAAP \u8425\u4e1a\u5229\u6da6\u7387\u8fbe\u5230\u521b\u7eaa\u5f55\u7684 31.9%\uff0c\u6bdb\u5229\u7387\u8fbe\u5230 49.9%\u2014\u2014\u8fd9\u662f\u8be5\u516c\u53f8\u4e8c\u5341\u591a\u5e74\u6765\u8fbe\u5230\u7684\u6700\u9ad8\u6c34\u5e73\u3002\u7ba1\u7406\u5c42\u968f\u540e\u5c06 2026 \u5e74\u8bbe\u5907\u589e\u957f\u9884\u6d4b\u4e0a\u8c03\u4e86\u5341\u4e2a\u767e\u5206\u70b9\u4ee5\u4e0a\uff0c\u8fbe\u5230 30% \u4ee5\u4e0a\uff0c\u540c\u65f6\u53d1\u5e03\u4e86 89.5 \u4ebf\u7f8e\u5143\u7684\u7b2c\u4e09\u5b63\u5ea6\u8425\u6536\u6307\u5f15\uff0c\u6bd4\u5e02\u573a\u5171\u8bc6\u9884\u671f\u9ad8\u51fa\u7ea6 10%\u3002   <\/p>\n\n<p>\u8be5\u4e1a\u52a1\u6a21\u5f0f\u5df2\u5728\u7ed3\u6784\u4e0a\u4e0e AI 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\u4ee5\u4e0a\u3002\u4ee5\u4e2d\u53cc\u4f4d\u6570\u589e\u957f\u7684\u670d\u52a1\u4e1a\u52a1\u4ece\u88c5\u673a\u91cf\u4e2d\u521b\u9020\u4e86\u7ecf\u5e38\u6027\u7684\u3001\u5229\u6da6\u7387\u66f4\u9ad8\u7684\u6536\u5165\uff0c\u7f13\u89e3\u4e86\u7a7a\u5934\u4eec\u5e38\u63d0\u5230\u7684\u5468\u671f\u6027\u6ce2\u52a8\u3002   <\/p>\n\n<h2 class=\"wp-block-heading\">\u8d44\u672c\u652f\u51fa\u8d85\u7ea7\u5468\u671f\u8bba\u70b9<\/h2>\n\n<p>\u5b8f\u89c2\u7ecf\u6d4e\u73af\u5883\u63d0\u4f9b\u4e86\u8fdb\u4e00\u6b65\u7684\u52a9\u529b\u3002\u9ad8\u76db\u672c\u5468\u53d1\u5e03\u7684\u4e00\u4efd\u8be6\u5c3d\u62a5\u544a\u5ba3\u79f0\uff0c\u5e02\u573a\u5df2\u8fdb\u5165\u771f\u6b63\u7684\u201c\u8d44\u672c\u652f\u51fa\u8d85\u7ea7\u5468\u671f\u201d\uff0c\u9884\u8ba1\u524d\u4e94\u5927\u8d85\u5927\u89c4\u6a21\u4f01\u4e1a\u7684\u8d44\u672c\u652f\u51fa\u5230 2026 \u5e74\u5c06\u8fbe\u5230 7,550 \u4ebf\u7f8e\u5143\uff0c\u6bd4\u4e4b\u524d\u7684\u9884\u6d4b\u589e\u52a0 80%\u3002\u4ec5\u5728\u7b2c\u4e00\u5b63\u5ea6\uff0c\u6807\u666e 500 \u6307\u6570\u6210\u4efd\u80a1\u7684\u8d44\u672c\u652f\u51fa\u5c31\u540c\u6bd4\u589e\u957f\u4e86 38%\u3002\u6b64\u5916\uff0c\u8054\u90a6\u80fd\u6e90\u76d1\u7ba1\u59d4\u5458\u4f1a\uff08FERC\uff09\u8ba1\u5212\u4e8e\u4eca\u65e5\u5f00\u4f1a\u8ba8\u8bba\u201c\u5927\u8d1f\u8377\u4e0e\u5dde\u9645\u8f93\u7535\u7cfb\u7edf\u7684\u4e92\u8054\u201d\u3002\u4efb\u4f55\u52a0\u901f\u6570\u636e\u4e2d\u5fc3\u7535\u7f51\u8fde\u63a5\u7684\u76d1\u7ba1\u660e\u786e\u6027\u90fd\u5c06\u7acb\u5373\u8f6c\u5316\u4e3a\u534a\u5bfc\u4f53\u8ba2\u5355\u7684\u52a0\u901f\uff0c\u4ece\u800c\u5c06\u6b64\u524d\u9884\u671f\u5728 2027 \u5e74\u548c 2028 \u5e74\u51fa\u73b0\u7684 WFE \u9700\u6c42\u63d0\u524d\u3002    <\/p>\n\n<h2 class=\"wp-block-heading\">\u98ce\u9669<\/h2>\n\n<p>\u4e3b\u8981\u98ce\u9669\u4ecd\u5728\u4e8e\u4e2d\u56fd\u5e02\u573a\u7684\u655e\u53e3\uff0c\u5728\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\uff0c\u4e2d\u56fd\u5e02\u573a\u5360\u5e94\u7528\u6750\u6599\u516c\u53f8\u8425\u6536\u7684 27%\u3002\u4e0d\u65ad\u5347\u7ea7\u7684\u51fa\u53e3\u9650\u5236\u6216\u62a5\u590d\u6027\u63aa\u65bd\u53ef\u80fd\u4f1a\u9650\u5236\u516c\u53f8\u7684\u603b\u6f5c\u5728\u5e02\u573a\u3002\u6b64\u5916\uff0c\u8be5\u80a1\u76ee\u524d\u5df2\u8fdc\u9ad8\u4e8e\u7ea6 530 \u7f8e\u5143\u7684\u5206\u6790\u5e08\u5e73\u5747\u76ee\u6807\u4ef7\uff0c\u5982\u679c\u5927\u76d8\u56de\u8c03\u52a0\u6df1\uff0c\u53ef\u80fd\u4f1a\u4ea7\u751f\u56de\u8c03\u7a7a\u95f4\u3002\u7f8e\u8054\u50a8\u7684\u9e70\u6d3e\u8f6c\u5411\u2014\u201418 \u540d FOMC \u6210\u5458\u4e2d\u6709 9 \u540d\u9884\u8ba1\u4eca\u5e74\u4f1a\u52a0\u606f\uff0c\u4e14\u4ea4\u6613\u5458\u5df2\u5b8c\u5168\u6d88\u5316\u4e86 12 \u6708\u524d\u52a0\u606f 25 \u4e2a\u57fa\u70b9\u7684\u9884\u671f\u2014\u2014\u53ef\u80fd\u4f1a\u538b\u7f29\u6574\u4e2a\u534a\u5bfc\u4f53\u884c\u4e1a\u7684\u589e\u957f\u4f30\u503c\u500d\u6570\u3002\u6700\u540e\uff0c\u5468\u671f\u6027\u7a7a\u5934\u8ba4\u4e3a\uff0c\u5982\u679c\u8d85\u5927\u89c4\u6a21\u4f01\u4e1a\u7684\u8d44\u672c\u652f\u51fa\u589e\u957f\u51cf\u901f\u5feb\u4e8e\u9884\u671f\uff0cWFE \u8d85\u7ea7\u5468\u671f\u53ef\u80fd\u4f1a\u5728 2027 \u5e74\u89c1\u9876\u3002    <\/p>\n\n<p>\u5c3d\u7ba1\u5b58\u5728\u8fd9\u4e9b\u98ce\u9669\uff0c\u7ed3\u6784\u6027\u8bba\u70b9\u4f9d\u7136\u6781\u5177\u5438\u5f15\u529b\u3002\u5e94\u7528\u6750\u6599\u516c\u53f8\u5df2\u4ece\u4e00\u5bb6\u5468\u671f\u6027\u786c\u4ef6\u4f9b\u5e94\u5546\u8f6c\u578b\u4e3a\u4e00\u5bb6\u5728\u6bcf\u4e2a\u5173\u952e AI \u5236\u9020\u8282\u70b9\u90fd\u62e5\u6709\u4e3b\u5bfc\u5e02\u573a\u4efd\u989d\u7684\u590d\u5408\u578b\u57fa\u7840\u8bbe\u65bd\u5784\u65ad\u4f01\u4e1a\u3002\u4ee5\u7ea6 46 \u500d\u7684\u8fdc\u671f\u5e02\u76c8\u7387\u8ba1\u7b97\uff0c\u8be5\u80a1\u5728\u4f01\u4e1a\u4ef7\u503c\u500d\u6570\uff08EV-to-revenue\uff09\u57fa\u7840\u4e0a\u4f4e\u4e8e\u62c9\u59c6\u7814\u7a76\uff0c\u5c3d\u7ba1\u5176\u62e5\u6709\u66f4\u5e7f\u6cdb\u7684\u5e02\u573a\u4efd\u989d\u548c\u66f4\u4f18\u5f02\u7684\u5229\u6da6\u7387\u3002\u5728\u5e02\u573a\u4e0b\u8dcc\u8d85\u8fc7 1% \u7684\u65e5\u5b50\u91cc\u5b9e\u73b0 9% \u7684\u7a81\u7834\uff0c\u6807\u5fd7\u7740\u516c\u53f8\u7ec8\u503c\uff08Terminal Value\uff09\u7684\u6839\u672c\u6027\u91cd\u4f30\uff0c\u800c\u975e\u4e00\u6b21\u5e94\u88ab\u6de1\u5316\u7684\u52a8\u91cf\u4ea4\u6613\u3002   <\/p>\n\n<h2 class=\"wp-block-heading\">\u5206\u6790\u5e08\u8bc4\u7ea7\u4e0e\u76ee\u6807\u4ef7<\/h2>\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u80a1\u7968\u4ee3\u7801<\/strong><\/td><td><strong>\u8bc4\u7ea7<\/strong><\/td><td><strong>\u76ee\u6807\u4ef7<\/strong><\/td><td><strong>\u7406\u7531<\/strong><\/td><\/tr><tr><td><strong>AMAT\uff08\u5e94\u7528\u6750\u6599\u516c\u53f8\uff09<\/strong><\/td><td>\u4e70\u5165<\/td><td>710 \u7f8e\u5143<\/td><td>2,500 \u4ebf\u7f8e\u5143 WFE \u8d85\u7ea7\u5468\u671f\u4e2d\u65e0\u53ef\u4e89\u8bae\u7684\u9886\u5bfc\u8005\u3002\u521b\u7eaa\u5f55\u7684 49.9% \u6bdb\u5229\u7387\u4ee5\u53ca\u5728\u5148\u8fdb\u5c01\u88c5\u548c\u5168\u73af\u7ed5\u6805\u6781\uff08GAA\uff09\u903b\u8f91\u9886\u57df\u7684\u9886\u5148\u5730\u4f4d\uff0c\u652f\u6491\u4e86\u4f30\u503c\u500d\u6570\u7684\u6269\u5f20\u3002\u82b1\u65d7\u76ee\u6807\u4ef7 710 \u7f8e\u5143\u3002  <\/td><\/tr><tr><td><strong>LRCX\uff08\u62c9\u59c6\u7814\u7a76\uff09<\/strong><\/td><td>\u4e70\u5165<\/td><td>$450<\/td><td>\u5468\u4e09\u98d9\u5347 6.6%\u3002NAND \u523b\u8680\u548c\u6c89\u79ef\u9886\u57df\u7684\u5e02\u573a\u9886\u5bfc\u8005\uff0c\u662f\u89e3\u51b3 AI \u63a8\u7406 KV \u7f13\u5b58\u74f6\u9888\u6240\u9700\u7684 300 \u4ebf\u7f8e\u5143\u7eff\u8272 NAND \u6676\u5706\u5382\u5efa\u8bbe\u7684\u4e3b\u8981\u53d7\u76ca\u8005\u3002 <\/td><\/tr><tr><td><strong>KLAC\uff08\u79d1\u78ca\uff09<\/strong><\/td><td>\u6301\u6709<\/td><td>$260<\/td><td>\u5de5\u827a\u63a7\u5236\u9886\u57df\u7684\u9886\u5bfc\u8005\uff0c\u5c06\u53d7\u76ca\u4e8e WFE \u8d85\u7ea7\u5468\u671f\uff0c\u4f46\u76f8\u5bf9\u4e8e\u589e\u957f\u7387\u800c\u8a00\uff0c\u5176\u4f30\u503c\u6ea2\u4ef7\u8f83\u9ad8\u3002\u5728\u884c\u4e1a\u53cd\u5f39\u671f\u95f4\u4ec5 0.5% \u7684\u5fae\u5f31\u6da8\u5e45\u8868\u660e\uff0c\u76f8\u5bf9\u4e8e AMAT \u548c LRCX\uff0c\u5176\u4e0a\u6da8\u52a8\u529b\u5df2\u663e\u75b2\u6001\u3002 <\/td><\/tr><tr><td><strong>ASML\uff08\u963f\u65af\u9ea6\uff09<\/strong><\/td><td>\u6301\u6709<\/td><td>1,050 \u7f8e\u5143<\/td><td>EUV 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