AI Chain Transmission Map
2026-11-09 · 86 tickers · SPY 6m +1.8%
Universe Avg
2.7
Funnel PASS
33 / 86
Pricing score:≤2.0 Opportunity2.0–2.5 Cheap2.5–3.0 Fair3.0–3.5 Rich>3.5 Overpriced· ● green dot = funnel PASS
● FUNNEL PASSTTMI1.3AMKR1.7CRH1.8NVDA1.9QCOM2.1COHR2.1CRDO2.1CIFR2.1TER2.2SNPS2.3LRCX2.3VRT2.3GOOG2.4AVGO2.4AMAT2.4AXTI2.4AVAV2.4MRVL2.5KTOS2.5META2.6TSM2.7GLW2.7LITE2.7CGNX2.7APLD2.7AMD2.8CDNS2.8ALAB2.8KLAC2.8CRCL2.8IREN2.9LIN3.2LINK2.7
L0ALEADINGAI Foundation Model & PlatformAI基础模型/平台层
1/4 PASS2.7
●META2.6ORCL1.9AMZN2.6MSFT3.6
↓
L1AAI Demand & ApplicationAI需求/应用层
1/2 PASS3.2
●GOOG2.4PLTR3.9
↓
L2AAI Training ComputeAI训练算力层
2/3 PASS2.5
●NVDA1.9●AMD2.8CBRS2.9
↓
L2_5AAI Inference & Edge SiliconAI推理/边缘芯片层
4/5 PASS2.5
●QCOM2.1●CRDO2.1●AVGO2.4●MRVL2.5ARM3.5
↓
L3AEDA & Chip Design Tools芯片设计工具层
3/3 PASS2.6
●SNPS2.3●CDNS2.8●ALAB2.8
↓
L3_5ASemiconductor Materials & Specialty Gases半导体材料层
1/5 PASS2.6
●LIN3.2MKSI1.6TSEM2.4ENTG2.7APD2.9
↓
L4ASemiconductor Manufacturing Equipment半导体制造设备层
4/6 PASS2.4
●TER2.2●LRCX2.3●AMAT2.4●KLAC2.8KLIC1.6ASML3.3
↓
L5AAdvanced Packaging先进封装层
2/3 PASS2.5
●AMKR1.7●TSM2.7INTC3.2
↓
L5_5APCB & SubstratesPCB/基板层
1/1 PASS1.3
●TTMI1.3
↓
L6AMemory & Storage (HBM/DRAM)存储层
3.4
MU3.4
↓
L7AServer OEM & EMS服务器/EMS层
2.6
SMCI1.5CLS2.1DELL2.8CRWV3.2SPCX3.5
↓
L8AData Center Internal Infrastructure数据中心内部基础设施层
—
—
—
—
↓
L8_NETAData Center Network Interconnect数据中心网络互联
4.0
ANET4.0
↓
L8_COOLAData Center Cooling & Power数据中心液冷/电源
1/3 PASS2.1
●VRT2.3MOD1.4ETN2.7
↓
L8_OPTAOptical Fiber & Transceiver光纤/光模块层
3/3 PASS2.5
●COHR2.1●GLW2.7●LITE2.7
↓
L9AData Center Construction & Real Estate数据中心建设/地产层
1/4 PASS2.6
●CRH1.8FLR2.0DLR3.3EQIX3.4
↓
L10ACybersecurity网络安全层
4.0
PANW3.6CRWD4.4
↓
L11BClean Baseload & Nuclear Power清洁基荷/核电层
2.8
VST2.0CEG2.6OKLO3.2SMR3.2
↓
L11_FUELBNuclear Fuel Feedstock核燃料 feedstock 层
3.0
CCJ3.0
↓
L12BGrid Equipment & Electrical Infrastructure电网设备层
2.3
CMI1.7CAT2.2PWR2.4GEV2.8
↓
L13BEnergy Production (Natural Gas E&P)能源生产层
2.6
EOG2.5EQT2.7
↓
L14BCritical Commodities (Copper/Aluminum)大宗资源层
3.0
AA1.7FCX3.1SCCO4.1
↓
L_EXP_QCexperimentalQuantum Computing (Experimental)量子计算层（实验）
—
↓
L_DCOMPADecentralized AI Infrastructure去中心化AI基础设施
2/6 PASS2.9
●CRCL2.8RNDR2.7TAO2.4FIL2.7●LINK2.7ETH4.1
↓
L_EMBICEmbodied AI Infrastructure具身智能基础设施
1/5 PASS3.1
●CGNX2.7VPG2.1PH3.0TSLA3.9ISRG4.0
↓
L_SPACEDSpace Infrastructure太空基础设施
3.3
ASTS3.2RKLB3.3
↓
L_DEFEDefense AI国防 AI 层
2/2 PASS2.5
●AVAV2.4●KTOS2.5