AI Chain Transmission Map
2026-09-17 · 86 tickers · SPY 6m +13.7%
Universe Avg
3.0
Funnel PASS
23 / 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 PASSCRH1.4NVDA2.0SNPS2.0AMKR2.1TTMI2.2AVGO2.3CDNS2.4AMAT2.4QCOM2.5AVAV2.5KTOS2.5GOOG2.6COHR2.6CRDO2.6LIN2.7LRCX2.7META2.8KLAC2.8TER2.9CIFR2.9TSM3.0APLD3.0LINK2.4
L0ALEADINGAI Foundation Model & PlatformAI基础模型/平台层
1/4 PASS2.7
●META2.8ORCL2.1AMZN2.5MSFT3.2
↓
L1AAI Demand & ApplicationAI需求/应用层
1/2 PASS3.3
●GOOG2.6PLTR4.0
↓
L2AAI Training ComputeAI训练算力层
1/3 PASS2.9
●NVDA2.0AMD3.3CBRS3.3
↓
L2_5AAI Inference & Edge SiliconAI推理/边缘芯片层
3/5 PASS3.1
●AVGO2.3●QCOM2.5●CRDO2.6MRVL3.7ARM4.4
↓
L3AEDA & Chip Design Tools芯片设计工具层
2/3 PASS2.8
●SNPS2.0●CDNS2.4ALAB4.0
↓
L3_5ASemiconductor Materials & Specialty Gases半导体材料层
1/5 PASS2.7
●LIN2.7MKSI1.9APD2.6ENTG2.8TSEM3.7
↓
L4ASemiconductor Manufacturing Equipment半导体制造设备层
4/6 PASS2.7
●AMAT2.4●LRCX2.7●KLAC2.8●TER2.9KLIC2.0ASML3.5
↓
L5AAdvanced Packaging先进封装层
2/3 PASS3.2
●AMKR2.1●TSM3.0INTC4.4
↓
L5_5APCB & SubstratesPCB/基板层
1/1 PASS2.2
●TTMI2.2
↓
L6AMemory & Storage (HBM/DRAM)存储层
3.9
MU3.9
↓
L7AServer OEM & EMS服务器/EMS层
3.1
SMCI2.2CLS2.6CRWV3.5SPCX3.5DELL3.6
↓
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
4.1
ANET4.1
↓
L8_COOLAData Center Cooling & Power数据中心液冷/电源
3.0
MOD2.2VRT3.3ETN3.4
↓
L8_OPTAOptical Fiber & Transceiver光纤/光模块层
1/3 PASS3.0
●COHR2.6GLW3.1LITE3.4
↓
L9AData Center Construction & Real Estate数据中心建设/地产层
1/4 PASS2.6
●CRH1.4FLR2.2EQIX3.3DLR3.3
↓
L10ACybersecurity网络安全层
4.2
PANW3.8CRWD4.5
↓
L11BClean Baseload & Nuclear Power清洁基荷/核电层
2.7
VST1.8CEG2.3OKLO3.3SMR3.5
↓
L11_FUELBNuclear Fuel Feedstock核燃料 feedstock 层
3.4
CCJ3.4
↓
L12BGrid Equipment & Electrical Infrastructure电网设备层
2.5
CMI1.8PWR2.6CAT2.7GEV3.0
↓
L13BEnergy Production (Natural Gas E&P)能源生产层
2.5
EOG2.5EQT2.5
↓
L14BCritical Commodities (Copper/Aluminum)大宗资源层
3.1
AA1.6FCX3.4SCCO4.2
↓
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
1/6 PASS2.7
CRCL3.2RNDR1.9TAO2.0FIL2.6●LINK2.4ETH4.1
↓
L_EMBICEmbodied AI Infrastructure具身智能基础设施
3.3
PH2.8VPG2.9ISRG3.4CGNX3.5TSLA3.9
↓
L_SPACEDSpace Infrastructure太空基础设施
3.5
RKLB3.4ASTS3.5
↓
L_DEFEDefense AI国防 AI 层
2/2 PASS2.5
●AVAV2.5●KTOS2.5