หุ้นกลุ่มเทคโนโลยี
รวมรายชื่อหุ้นอเมริกาในกลุ่ม Technology สำหรับเปรียบเทียบราคา มูลค่าตลาด และคัดหุ้นเข้ารายการติดตาม
จำนวนหุ้น
91
เฉลี่ยวันนี้
-0.38%
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
กลุ่มนี้ทำเงินอย่างไร
รายได้มาจาก software subscription, cloud infrastructure, hardware, semiconductors, cybersecurity, IT services และ platform ecosystems โดย margin มักสูงเมื่อธุรกิจมี scale และ switching cost
ตัวเลขสำคัญ
- - Revenue growth
- - gross margin
- - operating margin
- - free cash flow
- - net retention
- - capex intensity
- - P/E หรือ EV/Sales เทียบกับ growth
ปัจจัยมหภาคที่ขับเคลื่อน
- - ดอกเบี้ยและ discount rate
- - AI capex cycle
- - enterprise IT spending
- - semiconductor cycle
- - USD strength
ความเสี่ยงที่นักลงทุนไทยควรรู้
- - valuation สูงทำให้เสี่ยง multiple compression
- - เทคโนโลยีเปลี่ยนเร็ว
- - การแข่งขันรุนแรง
- - regulation และ antitrust
- - ลูกค้าองค์กรชะลอ spending
| Ticker | Price | Change | Market Cap | P/E | Dividend | Watchlist |
|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation | $192.53 | -1.64% | $4.70T | 29.48 | 0.13% | |
| AAPL Apple Inc. | $283.78 | +3.14% | $4.18T | 34.36 | 0.35% | |
| MSFT Microsoft Corporation | $372.97 | +5.71% | $2.78T | 22.20 | 0.94% | |
| GOOG Alphabet Inc. Class C | $334.69 | -2.19% | $1.96T | 25.53 | 0.23% | |
| AVGO Broadcom Inc. | $365.02 | -3.67% | $1.78T | 60.74 | 0.46% | |
| MU Micron Technology Inc. | $1,132.33 | -6.69% | $1.29T | 53.44 | 0.04% | |
| AMD Advanced Micro Devices | $521.58 | -2.06% | $860.61B | 171.01 | - | |
| ASML ASML Holding N.V. | $1,794.62 | -2.53% | $694.70B | 63.08 | 0.46% | |
| INTC Intel Corporation | $128.32 | -3.42% | $652.25B | - | - | |
| AMAT Applied Materials Inc. | $626.84 | -6.16% | $500.85B | 58.91 | 0.31% | |
| LRCX Lam Research Corp. | $379.09 | -5.66% | $476.64B | 71.66 | 0.27% | |
| CSCO Cisco Systems Inc. | $113.77 | -4.37% | $453.03B | 37.80 | 1.38% | |
| ORCL Oracle Corporation | $148.53 | -2.58% | $432.52B | 26.67 | 1.09% | |
| ARM Arm Holdings plc | $334.27 | -3.87% | $357.00B | 393.26 | - | |
| SNDK SanDisk Corporation | $2,090.71 | -10.46% | $328.24B | 72.67 | 0.60% | |
| KLAC KLA Corporation | $248.64 | -3.93% | $327.58B | 70.24 | 0.31% | |
| PLTR Palantir Technologies Inc. | $112.93 | +5.28% | $290.33B | 128.33 | 0.63% | |
| DELL Dell Technologies Inc. | $399.49 | -2.43% | $262.07B | 31.81 | 0.54% | |
| TXN Texas Instruments Inc. | $285.43 | -8.46% | $260.88B | 48.88 | 1.74% | |
| IBM International Business Machines Corporation | $271.63 | +5.17% | $258.62B | 24.00 | 2.70% | |
| PANW Palo Alto Networks | $304.20 | +3.79% | $243.66B | 249.34 | - | |
| MRVL Marvell Technology | $266.77 | -5.15% | $238.31B | 91.36 | 0.08% | |
| WDC Western Digital Corporation | $586.45 | -13.17% | $226.96B | 35.03 | 0.07% | |
| APH Amphenol Corporation | $163.72 | -0.87% | $211.15B | 47.05 | 0.41% | |
| STX Seagate Technology Holdings plc | $899.90 | -12.24% | $206.08B | 85.30 | 0.27% | |
| QCOM QUALCOMM Inc. | $189.39 | -7.57% | $203.03B | 20.34 | 1.59% | |
| ANET Arista Networks Inc. | $157.60 | -4.74% | $200.75B | 53.97 | - | |
| ADI Analog Devices Inc. | $386.91 | -7.42% | $189.76B | 57.58 | 0.96% | |
| GLW Corning Incorporated | $221.05 | -3.05% | $189.65B | 105.77 | 0.57% | |
| CRWD CrowdStrike Holdings | $701.09 | +3.31% | $180.80B | 95.00 | - | |
| APP AppLovin Corporation | $477.08 | +6.99% | $161.60B | 40.99 | - | |
| SHOP Shopify Inc. | $116.86 | +4.69% | $152.31B | 115.70 | - | |
| CRM Salesforce Inc. | $158.37 | +5.45% | $137.94B | 18.33 | 1.15% | |
| FTNT Fortinet Inc. | $151.35 | +0.95% | $112.42B | 58.66 | - | |
| CDNS Cadence Design Systems | $377.27 | +2.45% | $103.27B | 87.94 | - | |
| NOW ServiceNow Inc. | $98.34 | +9.85% | $102.26B | 58.54 | - | |
| HOOD Robinhood Markets Inc. | $98.69 | +5.58% | $90.31B | 47.68 | 1.34% | |
| DDOG Datadog Inc. | $239.77 | +8.52% | $87.45B | 614.79 | - | |
| SNPS Synopsys Inc. | $454.34 | -0.15% | $87.30B | 103.73 | - | |
| ADBE Adobe Inc. | $202.73 | +4.82% | $81.50B | 11.60 | - | |
| ACN Accenture plc | $128.98 | +2.51% | $79.40B | 10.30 | 4.98% | |
| INTU Intuit Inc. | $267.72 | +4.96% | $73.89B | 16.23 | 1.74% | |
| ALAB Astera Labs, Inc. | $391.74 | -1.57% | $70.97B | 264.69 | - | |
| NXPI NXP Semiconductors NV | $277.02 | -7.24% | $70.23B | 26.51 | 1.29% | |
| TER Teradyne Inc. | $436.86 | -7.44% | $68.86B | 81.05 | 0.11% | |
| MSI Motorola Solutions Inc. | $402.89 | +1.48% | $67.69B | 32.46 | 1.19% | |
| MPWR Monolithic Power Systems Inc. | $1,313.32 | -8.69% | $64.67B | 93.88 | 0.43% | |
| HPE Hewlett Packard Enterprise Company | $43.71 | -6.44% | $62.59B | 40.47 | 1.18% | |
| TEL TE Connectivity Ltd. | $197.74 | -1.16% | $58.33B | 20.18 | 1.34% | |
| LITE Lumentum Holdings Inc. | $816.98 | -5.22% | $58.33B | 147.74 | - | |
| KEYS Keysight Technologies Inc. | $328.66 | -8.72% | $56.86B | 53.88 | 3.43% | |
| CRWV CoreWeave, Inc. | $96.58 | -2.21% | $50.90B | - | - | |
| MCHP Microchip Technology Incorporated | $87.93 | -6.58% | $48.18B | 399.68 | 1.82% | |
| GFS GlobalFoundries Inc. | $79.78 | -7.36% | $44.76B | 57.40 | - | |
| ADSK Autodesk Inc. | $196.26 | +3.44% | $41.61B | 28.65 | - | |
| COIN Coinbase Global Inc. | $149.06 | +4.59% | $39.47B | 54.20 | - | |
| AXON Axon Enterprise Inc. | $464.83 | +4.52% | $38.34B | 186.68 | - | |
| JBL Jabil Inc. | $358.60 | -4.28% | $38.33B | 48.20 | 0.09% | |
| ON ON Semiconductor Corp. | $90.65 | -23.66% | $35.73B | 64.75 | - | |
| ANSS ANSYS Inc. | $374.30 | +0.00% | $32.99B | 55.53 | - | |
| WDAY Workday Inc. | $124.21 | +9.18% | $31.59B | 38.69 | - | |
| NTAP NetApp Inc. | $152.45 | -1.38% | $30.19B | 23.97 | 1.30% | |
| FICO Fair Isaac Corporation | $1,182.79 | +3.44% | $28.09B | 37.47 | 1.18% | |
| MSTR Strategy Inc. | $82.31 | -3.54% | $27.48B | - | - | |
| FISV Fiserv Inc. | $49.45 | +4.04% | $26.48B | 8.38 | 1.36% | |
| ZM Zoom Video Communications | $86.48 | +4.34% | $25.96B | 12.72 | - | |
| FSLR First Solar Inc. | $239.07 | -3.85% | $25.73B | 15.44 | 3.74% | |
| VRSN VeriSign Inc. | $255.62 | +1.90% | $23.47B | 28.25 | 1.19% | |
| FFIV F5 Inc. | $394.53 | +2.21% | $22.61B | 32.37 | 1.44% | |
| OKTA Okta Inc. | $124.28 | +4.21% | $22.08B | 90.06 | - | |
| ZS Zscaler Inc. | $132.26 | +6.83% | $21.26B | 65.50 | - | |
| SMCI Super Micro Computer Inc. | $30.63 | -3.31% | $21.20B | 16.21 | - | |
| HPQ HP Inc. | $22.88 | -0.17% | $21.16B | 8.47 | 5.06% | |
| TEAM Atlassian Corporation | $78.74 | +5.44% | $20.55B | 85.00 | - | |
| FIS Fidelity National Information Services Inc. | $38.57 | +1.88% | $19.94B | 7.49 | 4.40% | |
| GPN Global Payments Inc. | $69.80 | +2.41% | $19.54B | 41.98 | 1.50% | |
| CTSH Cognizant Technology | $40.03 | +2.25% | $19.09B | 8.70 | 2.93% | |
| CDW CDW Corporation | $133.30 | +4.12% | $17.26B | 16.22 | 1.96% | |
| AKAM Akamai Technologies Inc. | $113.29 | +0.35% | $17.00B | 38.27 | - | |
| BR Broadridge Financial Solutions Inc. | $137.93 | +1.23% | $16.14B | 14.75 | 2.83% | |
| GEN Gen Digital Inc. | $24.45 | +4.89% | $14.91B | 15.57 | 2.07% | |
| PTC PTC Inc. | $115.72 | +2.82% | $13.72B | 11.11 | 2.80% | |
| TYL Tyler Technologies Inc. | $294.40 | +4.74% | $12.65B | 40.66 | 3.23% | |
| ZBRA Zebra Technologies Corporation | $251.53 | +3.34% | $12.37B | 30.38 | 1.17% | |
| GDDY GoDaddy Inc. | $84.55 | +6.55% | $11.35B | 13.42 | 1.15% | |
| SWKS Skyworks Solutions Inc. | $68.00 | -2.77% | $10.24B | 28.22 | 3.92% | |
| JKHY Jack Henry & Associates Inc. | $135.00 | +4.89% | $9.72B | 18.88 | 1.89% | |
| IT Gartner Inc. | $134.96 | +6.58% | $9.44B | 13.42 | 2.98% | |
| TTD The Trade Desk Inc. | $18.37 | +6.00% | $8.76B | 21.11 | - | |
| ENPH Enphase Energy Inc. | $47.58 | +0.78% | $6.25B | 47.58 | - | |
| EPAM EPAM Systems Inc. | $80.68 | +4.28% | $4.37B | 11.59 | - |