หุ้นกลุ่มเทคโนโลยี
รวมรายชื่อหุ้นสหรัฐในกลุ่ม Technology สำหรับเปรียบเทียบราคา มูลค่าตลาด และคัดหุ้นเข้ารายการติดตาม
จำนวนหุ้น
91
เฉลี่ยวันนี้
+1.47%
หุ้นใหญ่สุด
NVDA
มีปันผล
57
Bulltiq Sector Brief
Technology: กลุ่มที่ขับเคลื่อนด้วย software, cloud, semiconductors และ AI
Updated 2026-05-11
Technology เป็นกลุ่มที่สร้างผลตอบแทนสูงในหลายรอบตลาด แต่ valuation และ expectations มักสูงตามไปด้วย นักลงทุนต้องแยกธุรกิจคุณภาพจริงออกจากหุ้นที่ขึ้นเพราะกระแส
How This Sector Makes Money
รายได้มาจาก software subscription, cloud infrastructure, hardware, semiconductors, cybersecurity, IT services และ platform ecosystems โดย margin มักสูงเมื่อธุรกิจมี scale และ switching cost
Key Metrics
- - Revenue growth
- - gross margin
- - operating margin
- - free cash flow
- - net retention
- - capex intensity
- - P/E หรือ EV/Sales เทียบกับ growth
Macro Drivers
- - ดอกเบี้ยและ discount rate
- - AI capex cycle
- - enterprise IT spending
- - semiconductor cycle
- - USD strength
Risks Thai Investors Should Know
- - valuation สูงทำให้เสี่ยง multiple compression
- - เทคโนโลยีเปลี่ยนเร็ว
- - การแข่งขันรุนแรง
- - regulation และ antitrust
- - ลูกค้าองค์กรชะลอ spending
| Ticker | Price | Change | Market Cap | P/E | Dividend | Watchlist |
|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation | $210.69 | +2.95% | $5.14T | 31.24 | 0.14% | |
| AAPL Apple Inc. | $298.01 | +0.70% | $4.39T | 34.87 | 0.36% | |
| MSFT Microsoft Corporation | $379.40 | +0.13% | $2.82T | 23.17 | 0.91% | |
| GOOG Alphabet Inc. Class C | $367.46 | +1.48% | $2.15T | 28.03 | 0.24% | |
| AVGO Broadcom Inc. | $411.35 | +4.70% | $2.01T | 61.70 | 0.65% | |
| MU Micron Technology Inc. | $1,133.99 | +8.70% | $1.30T | 45.82 | 0.05% | |
| AMD Advanced Micro Devices | $537.37 | +4.86% | $886.66B | 166.51 | - | |
| ASML ASML Holding N.V. | $1,929.68 | +3.31% | $746.98B | 64.93 | 0.47% | |
| INTC Intel Corporation | $133.99 | +10.64% | $681.07B | - | - | |
| ORCL Oracle Corporation | $184.29 | +0.41% | $536.65B | 32.68 | 1.09% | |
| AMAT Applied Materials Inc. | $617.11 | +4.08% | $493.07B | 52.91 | 0.34% | |
| LRCX Lam Research Corp. | $389.04 | +3.97% | $489.15B | 68.28 | 0.28% | |
| CSCO Cisco Systems Inc. | $119.54 | +1.88% | $476.01B | 40.00 | 1.36% | |
| ARM Arm Holdings plc | $439.46 | +4.91% | $469.34B | 447.37 | - | |
| SNDK SanDisk Corporation | $2,184.75 | +11.54% | $343.01B | 64.83 | 0.60% | |
| KLAC KLA Corporation | $259.56 | +8.73% | $341.97B | 71.44 | 0.31% | |
| PLTR Palantir Technologies Inc. | $128.47 | -1.65% | $330.29B | 134.17 | 0.63% | |
| TXN Texas Instruments Inc. | $322.86 | +6.95% | $295.09B | 50.92 | 1.87% | |
| WDC Western Digital Corporation | $746.23 | +4.79% | $288.79B | 30.39 | 0.09% | |
| MRVL Marvell Technology | $310.58 | +7.27% | $277.44B | 96.78 | 0.09% | |
| DELL Dell Technologies Inc. | $409.50 | -2.34% | $268.63B | 30.38 | 0.56% | |
| STX Seagate Technology Holdings plc | $1,070.23 | +0.39% | $245.08B | 85.38 | 0.31% | |
| QCOM QUALCOMM Inc. | $226.11 | +6.17% | $242.39B | 22.77 | 1.70% | |
| IBM International Business Machines Corporation | $249.10 | -5.05% | $237.17B | 23.75 | 2.47% | |
| PANW Palo Alto Networks | $287.78 | +2.00% | $230.51B | 270.73 | - | |
| ANET Arista Networks Inc. | $169.67 | +2.87% | $216.13B | 55.13 | - | |
| ADI Analog Devices Inc. | $434.46 | +4.83% | $213.08B | 61.56 | 1.00% | |
| APH Amphenol Corporation | $163.96 | +1.77% | $211.46B | 42.34 | 0.54% | |
| CRWD CrowdStrike Holdings | $684.86 | +0.28% | $176.61B | 95.00 | - | |
| GLW Corning Incorporated | $194.92 | +11.13% | $167.23B | 84.94 | 0.63% | |
| APP AppLovin Corporation | $469.71 | -2.04% | $159.10B | 38.50 | - | |
| SHOP Shopify Inc. | $108.85 | +0.70% | $141.87B | 105.97 | - | |
| CRM Salesforce Inc. | $151.78 | -2.09% | $132.20B | 19.08 | 1.28% | |
| FTNT Fortinet Inc. | $144.73 | +0.41% | $107.51B | 55.39 | - | |
| CDNS Cadence Design Systems | $387.39 | -0.57% | $106.04B | 89.63 | - | |
| HOOD Robinhood Markets Inc. | $108.15 | +2.80% | $98.96B | 44.23 | 1.34% | |
| NOW ServiceNow Inc. | $95.04 | -0.46% | $98.83B | 60.81 | - | |
| SNPS Synopsys Inc. | $455.51 | -1.35% | $87.52B | 112.44 | - | |
| DDOG Datadog Inc. | $223.00 | -1.60% | $81.34B | 597.45 | - | |
| ADBE Adobe Inc. | $195.16 | -0.57% | $80.21B | 11.60 | - | |
| ACN Accenture plc | $127.98 | -17.97% | $79.69B | 14.71 | 3.74% | |
| NXPI NXP Semiconductors NV | $313.27 | +5.05% | $79.42B | 29.04 | 1.33% | |
| MPWR Monolithic Power Systems Inc. | $1,563.70 | +7.97% | $77.00B | 113.78 | 0.42% | |
| ALAB Astera Labs, Inc. | $417.07 | +11.31% | $75.56B | 233.51 | - | |
| INTU Intuit Inc. | $267.00 | -0.77% | $73.69B | 16.69 | 1.68% | |
| TER Teradyne Inc. | $437.92 | +7.19% | $69.03B | 73.91 | 0.12% | |
| HPE Hewlett Packard Enterprise Company | $47.41 | -1.64% | $67.89B | 44.39 | 1.13% | |
| MSI Motorola Solutions Inc. | $395.17 | -1.38% | $66.39B | 32.68 | 0.85% | |
| TEL TE Connectivity Ltd. | $217.64 | +2.56% | $64.20B | 21.24 | 1.38% | |
| KEYS Keysight Technologies Inc. | $363.67 | +3.70% | $62.91B | 57.06 | 3.43% | |
| CRWV CoreWeave, Inc. | $117.95 | +2.38% | $62.16B | - | - | |
| LITE Lumentum Holdings Inc. | $850.00 | -2.30% | $60.69B | 150.16 | - | |
| MCHP Microchip Technology Incorporated | $99.77 | +6.01% | $54.66B | 433.82 | 1.91% | |
| GFS GlobalFoundries Inc. | $85.83 | +6.44% | $48.15B | 58.15 | - | |
| ON ON Semiconductor Corp. | $121.62 | +7.70% | $47.93B | 80.21 | - | |
| COIN Coinbase Global Inc. | $163.26 | -1.00% | $43.23B | 52.70 | - | |
| ADSK Autodesk Inc. | $193.82 | +0.39% | $41.09B | 28.62 | - | |
| JBL Jabil Inc. | $371.88 | -0.83% | $39.75B | 50.23 | 0.08% | |
| MSTR Strategy Inc. | $112.53 | -3.46% | $37.58B | - | - | |
| AXON Axon Enterprise Inc. | $423.40 | +0.09% | $34.92B | 172.41 | - | |
| ANSS ANSYS Inc. | $374.30 | +0.00% | $32.99B | 55.35 | - | |
| NTAP NetApp Inc. | $159.71 | +3.17% | $31.62B | 24.99 | 1.29% | |
| WDAY Workday Inc. | $116.93 | -4.02% | $29.74B | 39.69 | - | |
| FSLR First Solar Inc. | $257.70 | +1.14% | $27.73B | 17.23 | 3.74% | |
| FICO Fair Isaac Corporation | $1,096.48 | -2.69% | $26.04B | 36.82 | 1.18% | |
| ZM Zoom Video Communications | $86.36 | -1.18% | $25.93B | 13.33 | - | |
| FISV Fiserv Inc. | $47.86 | -1.87% | $25.62B | 8.99 | 1.36% | |
| VRSN VeriSign Inc. | $264.64 | -0.11% | $24.29B | 30.52 | 1.13% | |
| FFIV F5 Inc. | $385.49 | +0.16% | $22.09B | 31.62 | 1.44% | |
| HPQ HP Inc. | $23.50 | +1.38% | $21.74B | 9.04 | 4.71% | |
| TEAM Atlassian Corporation | $82.72 | -1.98% | $21.59B | 85.00 | - | |
| SMCI Super Micro Computer Inc. | $30.66 | +10.37% | $21.22B | 14.63 | - | |
| OKTA Okta Inc. | $117.81 | +4.23% | $20.93B | 83.28 | - | |
| CTSH Cognizant Technology | $43.70 | -10.49% | $20.84B | 11.19 | 2.45% | |
| ZS Zscaler Inc. | $124.85 | +0.38% | $20.07B | 65.50 | - | |
| FIS Fidelity National Information Services Inc. | $38.21 | -0.96% | $19.75B | 7.55 | 4.29% | |
| AKAM Akamai Technologies Inc. | $124.91 | -2.30% | $18.74B | 44.45 | - | |
| GPN Global Payments Inc. | $66.88 | +0.78% | $18.72B | 41.98 | 1.48% | |
| CDW CDW Corporation | $128.37 | +1.32% | $16.62B | 15.83 | 1.90% | |
| BR Broadridge Financial Solutions Inc. | $137.60 | -1.45% | $16.10B | 15.37 | 2.69% | |
| GEN Gen Digital Inc. | $24.18 | +1.07% | $14.75B | 15.14 | 2.06% | |
| PTC PTC Inc. | $114.75 | -1.87% | $13.60B | 10.85 | 2.80% | |
| TYL Tyler Technologies Inc. | $278.91 | -3.06% | $11.99B | 40.69 | 3.23% | |
| ZBRA Zebra Technologies Corporation | $235.98 | +1.29% | $11.61B | 26.88 | 1.17% | |
| SWKS Skyworks Solutions Inc. | $72.45 | +4.42% | $10.91B | 30.79 | 3.84% | |
| GDDY GoDaddy Inc. | $77.04 | +1.22% | $10.35B | 11.68 | 1.15% | |
| JKHY Jack Henry & Associates Inc. | $126.23 | +1.62% | $9.09B | 17.83 | 1.86% | |
| IT Gartner Inc. | $127.49 | -4.56% | $8.92B | 14.09 | 2.98% | |
| TTD The Trade Desk Inc. | $18.51 | +1.93% | $8.83B | 21.21 | - | |
| ENPH Enphase Energy Inc. | $52.28 | +9.42% | $6.87B | 53.01 | - | |
| EPAM EPAM Systems Inc. | $76.64 | -12.61% | $4.15B | 13.35 | - |