{"id":606353,"date":"2025-11-26T23:42:29","date_gmt":"2025-11-27T07:42:29","guid":{"rendered":"https:\/\/nai500.com\/blog\/2025\/11\/top-analyst-dan-ives-no-ai-bubble-here-are-10-must-own-stocks\/"},"modified":"2025-11-26T23:42:51","modified_gmt":"2025-11-27T07:42:51","slug":"dan-ives%ef%bc%9aai%e6%b2%a1%e6%9c%89%e6%b3%a1%e6%b2%ab%ef%bc%8c%e5%b9%b6%e7%82%b9%e5%90%8d%e8%bf%99%e5%8d%81%e5%8f%aa%e6%a0%b8%e5%bf%83%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/11\/dan-ives%ef%bc%9aai%e6%b2%a1%e6%9c%89%e6%b3%a1%e6%b2%ab%ef%bc%8c%e5%b9%b6%e7%82%b9%e5%90%8d%e8%bf%99%e5%8d%81%e5%8f%aa%e6%a0%b8%e5%bf%83%e8%82%a1%e7%a5%a8\/","title":{"rendered":"Dan Ives\uff1aAI\u6ca1\u6709\u6ce1\u6cab\uff0c\u5e76\u70b9\u540d\u8fd9\u5341\u53ea\u6838\u5fc3\u80a1\u7968"},"content":{"rendered":"

\u5f53\u5e02\u573a\u4e3a\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u80a1\u7968\u7684\u72c2\u70ed\u662f\u5426\u5df2\u917f\u6210\u6ce1\u6cab\u800c\u4e89\u8bba\u4e0d\u4f11\u65f6\uff0c\u4e00\u4f4d\u7cbe\u51c6\u9884\u8b66\u8fc7\u4e92\u8054\u7f51\u6ce1\u6cab\u7684\u9876\u5c16\u5206\u6790\u5e08\u5374\u53d1\u51fa\u4e86\u622a\u7136\u4e0d\u540c\u7684\u58f0\u97f3\uff1a\u201c\u6211\u4eec\u4e0d\u4ec5\u4e0d\u5728\u6ce1\u6cab\u4e2d\uff0c\u8fd9\u573aAI\u6d3e\u5bf9\u751a\u81f3\u8fd8\u672a\u5230\u5348\u591c\u3002\u201d\u00a0\u97e6\u5fb7\u5e03\u4ec0\uff08Wedbush\uff09\u79d1\u6280\u5206\u6790\u5e08Dan Ives\u5728\u6700\u65b0\u62a5\u544a\u4e2d\u76f4\u8a00\uff0cAI\u9769\u547d\u4e0d\u662f\u5c3e\u58f0\uff0c\u800c\u662f\u5e8f\u7ae0\uff0c\u5e76\u4e3a\u6b64\u7b5b\u9009\u51fa\u672a\u6765\u751f\u6001\u4e2d\u5341\u5927\u5fc5\u987b\u62e5\u6709\u7684\u6838\u5fc3\u80a1\u7968\u3002<\/p>\n

\u5728\u63a5\u53d7\u96c5\u864e\u8d22\u7ecf\uff08Yahoo Finance\uff09\u8282\u76ee\u300aOpening Bid\u300b\u91c7\u8bbf\u65f6\uff0cIves\u6307\u51fa\uff0c\u76ee\u524d\u7f8e\u56fd\u4ec5\u6709\u7ea63%\u7684\u516c\u53f8\u771f\u6b63\u8e0f\u4e0a\u4e86AI\u5e94\u7528\u4e4b\u8def\uff0c\u5168\u7403\u8303\u56f4\u5185\u8fd9\u4e00\u6bd4\u4f8b\u751a\u81f3\u4e0d\u52301%\u3002\u867d\u7136\u7092\u4f5c\u58f0\u6d6a\u5f88\u5927\uff0c\u4f46\u5b9e\u9645\u5e94\u7528\u4ecd\u5904\u4e8e\u6781\u65e9\u671f\u9636\u6bb5\uff0c\u8fdc\u672a\u8fbe\u5230\u5468\u671f\u672b\u6bb5\u7684\u6ce1\u6cab\u6c34\u5e73\u3002<\/p>\n

AI\u7e41\u8363\u6709\u575a\u5b9e\u6839\u57fa\uff0c\u975e\u6295\u673a\u9a71\u52a8<\/h2>\n

Ives\u5728\u6700\u65b0\u62a5\u544a\u4e2d\u5f3a\u8c03\uff0c\u5f53\u524dAI\u80a1\u7684\u9ad8\u4f30\u503c\u5e76\u975e\u7531\u6295\u673a\u63a8\u52a8\uff0c\u800c\u662f\u7531\u5b9e\u5b9e\u5728\u5728\u7684\u4f01\u4e1a\u652f\u51fa\u3001\u653f\u5e9c\u9700\u6c42\u4ee5\u53ca\u82af\u7247\u77ed\u7f3a\u6240\u9a71\u52a8\u3002\u66fe\u4eb2\u5386\u4e92\u8054\u7f51\u6ce1\u6cab\u65f6\u4ee3\u7684\u4ed6\u8868\u793a\uff0c\u5982\u4eca\u7684\u79d1\u6280\u5de8\u5934\u4e0e1999\u5e74\u65f6\u6709\u7740\u672c\u8d28\u533a\u522b\u3002<\/p>\n

\u201c\u5f53\u65f6\u79d1\u6280\u80a1\u5e73\u5747\u5e02\u9500\u7387\u9ad8\u8fbe30\u500d\uff0c\u4f46\u5f88\u591a\u516c\u53f8\u53ea\u6709PPT\u548c\u672a\u7ecf\u68c0\u9a8c\u7684\u5546\u4e1a\u6a21\u5f0f\uff0c\u201dIves\u8bf4\uff0c\u201c\u800c\u5982\u4eca\uff0c\u9886\u519b\u4f01\u4e1a\u4eec\u5750\u62e5\u6570\u5343\u4ebf\u7f8e\u5143\u73b0\u91d1\u6d41\uff0c\u62e5\u6709\u771f\u5b9e\u7684\u57fa\u7840\u8bbe\u65bd\u548c\u5ba2\u6237\u7fa4\u3002\u201d\u4ed6\u4ee5\u82f1\u4f1f\u8fbe\uff08NVDA\uff09\u4e3a\u4f8b\uff0c\u6307\u51fa\u8be5\u516c\u53f8\u7684AI\u82af\u7247\u9700\u6c42\u8fdc\u8d85\u4f9b\u7ed9\uff0c\u6070\u6070\u8bc1\u660e\u4ea7\u4e1a\u8fdc\u672a\u6ee1\u8db3\u5b9e\u9645\u9700\u6c42\u3002<\/p>\n

\u5341\u5927AI\u6838\u5fc3\u80a1\uff1a\u5b9a\u4e49\u884c\u4e1a\u672a\u6765<\/h2>\n

Ives\u7b5b\u9009\u51fa10\u5bb6\u4ed6\u8ba4\u4e3a\u5728AI\u7ecf\u6d4e\u4e2d\u5177\u6709\u201c\u7ed3\u6784\u6027\u4f18\u52bf\u201d\u7684\u516c\u53f8\uff0c\u8986\u76d6\u82af\u7247\u3001\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u3001\u6d88\u8d39\u7535\u5b50\u3001\u7f51\u7edc\u5b89\u5168\u53ca\u81ea\u52a8\u9a7e\u9a76\u7b49\u9886\u57df\uff1a<\/p>\n

    \n
  1. \u5fae\u8f6f\uff08MSFT\uff09<\/a><\/strong>\uff1a\u4f01\u4e1a\u91c7\u7528AI\u5de5\u5177\u7684\u6700\u5927\u53d7\u76ca\u8005<\/li>\n
  2. Palantir\uff08PLTR\uff09<\/a><\/strong>\uff1a\u653f\u5e9c\u4e0e\u4f01\u4e1aAI\u5e94\u7528\u7684\u6807\u6746\u8f6f\u4ef6\u5546<\/li>\n
  3. \u82f1\u4f1f\u8fbe\uff08NVDA\uff09<\/a><\/strong>\uff1a\u4e3a\u51e0\u4e4e\u6240\u6709\u91cd\u5927AI\u9879\u76ee\u63d0\u4f9b\u6838\u5fc3\u52a8\u529b\u7684\u82af\u7247\u5236\u9020\u5546<\/li>\n
  4. \u8d85\u5a01\u534a\u5bfc\u4f53\uff08AMD\uff09<\/a><\/strong>\uff1a\u82f1\u4f1f\u8fbe\u6700\u4e3b\u8981\u7684\u7ade\u4e89\u8005\uff0c\u5c06\u5728\u9700\u6c42\u7206\u53d1\u4e2d\u62a2\u5360\u66f4\u591a\u4efd\u989d<\/li>\n
  5. \u7279\u65af\u62c9\uff08TSLA\uff09<\/a><\/strong>\uff1a\u672a\u6765\u589e\u957f\u4f9d\u6258\u4e8e\u673a\u5668\u4eba\u51fa\u79df\u8f66\u548c\u81ea\u52a8\u9a7e\u9a76AI<\/li>\n
  6. \u82f9\u679c\uff08AAPL\uff09<\/strong>\uff1a\u65e0\u8bba\u6d88\u8d39\u7aefAI\u5f62\u6001\u5982\u4f55\uff0c\u8be5\u516c\u53f8\u7684\u8bbe\u5907\u4e0e\u751f\u6001\u90fd\u5c06\u6210\u4e3a\u5173\u952e\u8f7d\u4f53<\/li>\n
  7. Meta\uff08META\uff09<\/strong>\uff1a\u65e9\u671f\u5bf9AI\u7684\u6295\u5165\u5f00\u59cb\u5e26\u6765\u5b9e\u9645\u56de\u62a5<\/li>\n
  8. Alphabet<\/strong>\uff1a\u51ed\u501fGemini\u5927\u6a21\u578b\u53ca\u81ea\u7814\u82af\u7247\uff0c\u4e0e\u82f1\u4f1f\u8fbe\u5e76\u5217AI\u7ade\u8d5b\u7b2c\u4e00\u68af\u961f<\/li>\n
  9. CrowdStrike\uff08CRWD\uff09<\/strong>\uff1a\u4f01\u4e1a\u6108\u53d1\u4f9d\u8d56\u7684AI\u9a71\u52a8\u578b\u7f51\u7edc\u5b89\u5168\u670d\u52a1<\/li>\n
  10. Palo Alto Networks\uff08PANW\uff09<\/strong>\uff1a\u901a\u8fc7AI\u6574\u5408\u5b89\u5168\u4ea7\u54c1\uff0c\u63a8\u52a8\u589e\u957f<\/li>\n<\/ol>\n

    \u4e9a\u9a6c\u900a\u3001IBM\u7b49\u4e3a\u4f55\u843d\u9009\uff1f<\/h2>\n

    \u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u4e9a\u9a6c\u900a\uff08AMZN\uff09\u3001Salesforce\uff08CRM\uff09\u3001IBM\uff08IBM\uff09\u4e0e\u82f1\u7279\u5c14\uff08INTC\uff09\u5e76\u672a\u5165\u9009\u5341\u5927\u6838\u5fc3\u80a1\u3002Ives\u89e3\u91ca\uff0c\u8fd9\u5e76\u975e\u770b\u7a7a\u8fd9\u4e9b\u516c\u53f8\u2014\u2014\u5b83\u4eec\u4ecd\u88ab\u7eb3\u5165\u66f4\u5e7f\u6cdb\u7684\u201cAI 30\u201d\u540d\u5355\uff0c\u610f\u5473\u7740\u4ed6\u4ecd\u770b\u597d\u524d\u666f\u3002\u4f46\u5b83\u4eec\u7f3a\u4e4f\u4ed6\u6240\u5b9a\u4e49\u7684\u201c\u5b9a\u4e49AI\u54c1\u7c7b\u7684\u521b\u65b0\u6760\u6746\u201d\uff0c\u5b9a\u4f4d\u66f4\u504f\u5411\u201c\u652f\u6301\u6027\u201d\u800c\u975e\u201c\u57fa\u7840\u6027\u201d\u3002<\/p>\n

    \u4e07\u4ebf\u7f8e\u5143\u652f\u51fa\u6f6e\u624d\u521a\u521a\u5f00\u59cb<\/h2>\n

    Ives\u9884\u6d4b\uff0c\u52302026\u5e74\uff0cAI\u9a71\u52a8\u7684\u8d44\u672c\u652f\u51fa\u5c06\u8fbe\u52305500\u4ebf\u81f36000\u4ebf\u7f8e\u5143\uff0c\u540e\u7eed\u8fd8\u5c06\u8fce\u6765\u653f\u5e9c\u4e0e\u4f01\u4e1a\u91c7\u8d2d\u7684\u65b0\u6d6a\u6f6e\u3002\u4ed6\u76f4\u8a00\uff0c\u76ee\u524d\u7f8e\u56fd\u53ea\u6709\u4e0d\u52305%\u7684\u516c\u53f8\u771f\u6b63\u89c4\u6a21\u5316\u90e8\u7f72\u4e86AI\uff0c\u5927\u591a\u6570\u6295\u8d44\u8005\u4ecd\u4f4e\u4f30\u4e86\u63a5\u4e0b\u6765\u7684\u53d1\u5c55\u3002<\/p>\n

    \u201c\u5982\u679c\u628aAI\u6bd4\u4f5c\u4e00\u573a\u6301\u7eed\u5230\u51cc\u66684\u70b9\u7684\u6d3e\u5bf9\uff0c\u4e4b\u524d\u6211\u4eec\u8fd8\u5728\u665a\u4e0a9\u70b9\uff0c\u73b0\u5728\u4e5f\u624d\u521a\u523010\u70b9\u534a\uff0c\u201dIves\u5f62\u8c61\u5730\u6bd4\u55bb\u9053\uff0c\u201c\u800c\u770b\u7a7a\u8005\u4eec\u4ecd\u5728\u7a97\u5916\u65c1\u89c2\u3002\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"

    \u5f53\u5e02\u573a\u4e3a\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u80a1\u7968\u7684\u72c2\u70ed\u662f\u5426\u5df2\u917f\u6210\u6ce1\u6cab\u800c\u4e89\u8bba\u4e0d\u4f11\u65f6\uff0c\u4e00\u4f4d\u7cbe\u51c6\u9884\u8b66\u8fc7\u4e92\u8054\u7f51\u6ce1\u6cab\u7684\u9876\u5c16\u5206\u6790\u5e08\u5374\u53d1\u51fa\u4e86\u622a\u7136 […]<\/p>\n","protected":false},"author":27,"featured_media":553414,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430],"tags":[2408,2235,2173,2238],"class_list":["post-606353","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-ai-zh-hans","tag-2235","tag-2173","tag-2238","sectors-technology-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/606353","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=606353"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/606353\/revisions"}],"predecessor-version":[{"id":606356,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/606353\/revisions\/606356"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/553414"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=606353"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=606353"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=606353"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}