大牛股
投资的关键，并不是评估一个行业对社会发展的影响会有多大，也不是评估一个行业将会增长多少，而是具体研究一家公司，确定这家公司的竞争优势是什么，在行业里相对同行而言有多么强大，而且最重要的是，这种竞争优势能持续多久。
- Comcast Corporation (CMCSA) (109.66B)
- American Superconductor Corporation (AMSC) (1.34B)
- Apple Inc. (AAPL) (3.78T) 511210 Software Publishers
- Micron Technology (MU) (474.67B) 334413 Semiconductor and Related Device Manufacturing
- Arista Networks (ANET) (183.14B) 334118 Computer Terminal and Other Computer Peripheral Equipment Manufacturing
- Winmark Corporation (WINA) (1.77B) 532310 General Rental Centers
- NVIDIA Corporation (NVDA) 334413 Semiconductor and Related Device Manufacturing
- Microsoft Corp. (MSFT) 511210 Software Publishers
- Advanced Micro Devices, Inc. (AMD) 334413 Semiconductor and Related Device Manufacturing
- Nebius Group N.V. (NASDAQ: NBIS)
- Stratasys Ltd. (SSYS)
- PayPal Holdings, Inc. (PYPL)
- Alphabet Inc. (GOOGL)
- CrowdStrike Holdings, Inc. (CRWD)
- Carvana Co. (CVNA)
- Lumentum Holdings Inc. (LITE)
- The Walt Disney Company (DIS)
- General Motors Company (GM)
- Snowflake Inc. (SNOW) (60.7B)
- Cloudflare, Inc. (NET)
- T-Mobile US, Inc. (TMUS)
- XPeng Inc. (NYSE: XPEV)
- DraftKings Inc. (DKNG)
- eBay Inc. (EBAY)
- Pinterest, Inc. (NYSE: PINS)
- MGM Resorts International (NYSE: MGM)
- Alibaba Group Holding Limited (BABA)
- Li Auto Inc. (LI)
- Sea Limited (SE)
- Caesars Entertainment Corporation (CZR)
- JD.com, Inc. (JD)
- Vipshop Holdings Limited (VIPS)
- QUALCOMM Incorporated (QCOM)
- Etsy, Inc. (ETSY)
- So-Young International Inc. (SY)
- ABB Ltd (ABBNY)
- JOYY Inc. (JOYY)
- Block, Inc. (NYSE: XYZ)
- Light & Wonder, Inc. (LNWO)
- TARGET CORPORATION (TGT)
- GDS Holdings Limited (GDS)
- Okta, Inc. (NASDAQ: OKTA)
- Shopify Inc. (SHOP)
- Airbnb Inc. (ABNB) 721199 All Other Traveler Accommodation
- Adobe Inc. (ADBE) 511210 Software Publishers
- Air Products & Chemicals (NYSE: APD)
- KE Holdings Inc. (BEKE) 531390 Other Activities Related to Real Estate
- BigCommerce Holdings Inc. (BIGC) 511210 Software Publishers
- Blink Charging Co. (BLNK) 335999 All Other Miscellaneous Electrical Equipment and Component Manufacturing
- Caterpillar Inc. (NYSE: CAT)
- Costco Wholesale Corporation (COST) 452311 Warehouse Clubs and Supercenters
- Chevron Corp. (CVX)
- Dolby Laboratories, Inc. (DLB) 334310 Audio and Video Equipment Manufacturing
- Duke Energy Corp. (DUK)
- GAN Limited (GAN) 511210 Software Publishers
- Intuitive Surgical (ISRG) 339112 Surgical and Medical Instrument Manufacturing
- Johnson & Johnson (NYSE: JNJ)
- KLA Corp. (KLAC) 334515 Instrument Manufacturing for Measuring and Testing Electricity and Electrical Signals
- Linde plc (LIN)
- Lockheed Martin Corp. (NYSE: LMT)
- Lam Research Corporation (LRCX) 333242 Semiconductor Machinery Manufacturing
- Lattice Semiconductor Corporation (LSCC) 334413 Semiconductor and Related Device Manufacturing
- Mastercard Incorporated (MA) 522320 Financial Transactions Processing, Reserve, and Clearinghouse Activities
- Meta Platforms (META) 518210 Data Processing, Hosting, and Related Services
- NextEra Energy, Inc. (NEE)
- Netflix, Inc. (NASDAQ: NFLX)
- Oracle Corp. (NYSE: ORCL)
- Procter & Gamble Co. (NYSE: PG)
- Tesla, Inc. (NASDAQ: TSLA)
- Texas Instruments (TXN) 334413 Semiconductor and Related Device Manufacturing
- UnitedHealth Group (NYSE: UNH)
- Wayfair Inc. (W) 454110 Electronic Shopping and Mail-Order Houses
- Walmart Inc. (WMT)
- Exxon Mobil Corp (XOM)
- Zillow Group, Inc. (ZG) 531390 Other Activities Related to Real Estate
- Zoom Video Communications, Inc. (ZM) 511210 Software Publishers
