{"id":611919,"date":"2025-12-28T23:26:04","date_gmt":"2025-12-29T07:26:04","guid":{"rendered":"https:\/\/nai500.com\/blog\/2025\/12\/who-will-lead-in-2026-analysts-identify-the-next-cohort-of-u-s-growth-stocks\/"},"modified":"2025-12-28T23:26:31","modified_gmt":"2025-12-29T07:26:31","slug":"%e8%b0%81%e5%b0%86%e9%a2%86%e8%b7%912026%e5%b9%b4%ef%bc%9f%e5%88%86%e6%9e%90%e5%b8%88%e9%94%81%e5%ae%9a%e7%be%8e%e8%82%a1%e4%b8%8b%e4%b8%80%e4%b8%aa%e6%88%90%e9%95%bf%e8%82%a1%e9%98%b5%e8%90%a5","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/12\/%e8%b0%81%e5%b0%86%e9%a2%86%e8%b7%912026%e5%b9%b4%ef%bc%9f%e5%88%86%e6%9e%90%e5%b8%88%e9%94%81%e5%ae%9a%e7%be%8e%e8%82%a1%e4%b8%8b%e4%b8%80%e4%b8%aa%e6%88%90%e9%95%bf%e8%82%a1%e9%98%b5%e8%90%a5\/","title":{"rendered":"\u8c01\u5c06\u9886\u8dd12026\u5e74\uff1f\u5206\u6790\u5e08\u9501\u5b9a\u7f8e\u80a1\u4e0b\u4e00\u4e2a\u6210\u957f\u80a1\u9635\u8425"},"content":{"rendered":"

2025\u5e74\u7684\u7f8e\u80a1\u5e02\u573a\u5728\u4eba\u5de5\u667a\u80fd\u72c2\u6f6e\u4e0e\u5b8f\u89c2\u6ce2\u52a8\u7684\u4ea4\u7ec7\u4e2d\u8d70\u8fc7\uff0c\u6807\u666e500\u6307\u6570\u6709\u671b\u4ee5\u8fd120%\u7684\u6da8\u5e45\u6536\u5b98\u3002\u5f53\u55a7\u56a3\u6e10\u606f\uff0c\u4e00\u4e2a\u95ee\u9898\u6108\u53d1\u6e05\u6670\uff1a\u5728\u5373\u5c06\u5230\u6765\u76842026\u5e74\uff0c\u54ea\u4e9b\u516c\u53f8\u6709\u671b\u6210\u4e3a\u65b0\u7684\u5e02\u573a\u9886\u8dd1\u8005\uff1f<\/p>\n

\u6210\u957f\u80a1\u2014\u2014\u90a3\u4e9b\u8425\u6536\u4e0e\u5229\u6da6\u6301\u7eed\u4ee5\u9ad8\u4e8e\u884c\u4e1a\u5e73\u5747\u6c34\u5e73\u6269\u5f20\u7684\u516c\u53f8\u2014\u2014\u518d\u5ea6\u6210\u4e3a\u7126\u70b9\u3002\u5c3d\u7ba1\u7ecf\u6d4e\u53ef\u80fd\u9762\u4e34\u653e\u7f13\u538b\u529b\uff0c\u4f46\u5728\u7f8e\u8054\u50a8\u964d\u606f\u9884\u671f\u4e4b\u4e0b\uff0c\u8d44\u91d1\u6b63\u63d0\u524d\u5e03\u5c40\u672a\u6765\u589e\u957f\u5f15\u64ce\u3002\u4e0e\u4f30\u503c\u76f8\u5bf9\u4f4e\u5ec9\u4f46\u589e\u957f\u5e73\u7a33\u7684\u4ef7\u503c\u80a1\u76f8\u6bd4\uff0c\u6210\u957f\u80a1\u5f80\u5f80\u5728\u590d\u82cf\u5468\u671f\u4e2d\u5c55\u73b0\u51fa\u66f4\u5f3a\u7684\u80a1\u4ef7\u5f39\u6027\u3002<\/p>\n

\u5982\u4f55\u4ece\u4f17\u591a\u516c\u53f8\u4e2d\u8bc6\u522b\u771f\u6b63\u7684\u672a\u6765\u9886\u8dd1\u8005\uff1fCFRA\u7684\u5206\u6790\u56e2\u961f\u8bbe\u5b9a\u4e86\u5173\u952e\u7b5b\u9009\u7ef4\u5ea6\uff1a\u6301\u7eed\u7684\u9ad8\u8425\u6536\u589e\u957f\u662f\u57fa\u7840\uff0c\u76c8\u5229\u80fd\u529b\u7684\u5151\u73b0\u540c\u6837\u91cd\u8981\uff0c\u800c\u8d85\u8d8a\u5e02\u573a\u9884\u671f\u7684\u80fd\u529b\u5219\u662f\u7ef4\u6301\u80a1\u4ef7\u52a8\u529b\u7684\u5173\u952e\u3002\u4ee5\u4e0b\u4e3a\u5206\u6790\u5e08\u7b5b\u9009\u51fa\u7684\uff0c\u517c\u5177\u589e\u957f\u5386\u53f2\u4e0e\u672a\u6765\u6f5c\u529b\u7684\u201c2026\u6210\u957f\u9635\u8425\u201d\u90e8\u5206\u4ee3\u8868\uff1a<\/p>\n

\u82f1\u4f1f\u8fbe (NVDA) <\/strong><\/a>– \u7b97\u529b\u57fa\u77f3\uff0c\u6269\u5f20\u4e0d\u6b62<\/h4>\n

\u4f5c\u4e3a\u8fc7\u53bb\u5341\u5e74\u6700\u60ca\u4eba\u7684\u589e\u957f\u4f20\u5947\uff0c\u82f1\u4f1f\u8fbe\u5728AI\u82af\u7247\u9886\u57df\u7684\u7edf\u6cbb\u529b\u6301\u7eed\u8f6c\u5316\u4e3a\u8d22\u52a1\u6570\u636e\u3002\u7b2c\u4e09\u5b63\u5ea6\u8425\u6536\u540c\u6bd4\u6fc0\u589e62%\u3002\u5206\u6790\u5e08Angelo Zino\u6307\u51fa\uff0c\u8be5\u82af\u7247\u5236\u9020\u5546\u7684\u589e\u957f\u8d5b\u9053\u6b63\u4ece\u6570\u636e\u4e2d\u5fc3\u6269\u5c55\u81f3\u8fb9\u7f18\u8bbe\u5907\u4e0e\u8f6f\u4ef6\u751f\u6001\uff0c\u76ee\u6807\u4ef7270\u7f8e\u5143\uff08\u8ddd\u73b0\u4ef7\u7ea6\u670949%\u4e0a\u884c\u7a7a\u95f4\uff09\u3002<\/p>\n

\u793c\u6765 (LLY)<\/a> – \u533b\u836f\u5de8\u5934\uff0c\u9776\u5411\u201c\u51cf\u91cd\u84dd\u6d77\u201d<\/h4>\n

\u51ed\u501f\u7cd6\u5c3f\u75c5\u4e0e\u51cf\u80a5\u836f\u7269Mounjaro\u548cZepbound\u7684\u7206\u53d1\u5f0f\u589e\u957f\uff08\u5b63\u5ea6\u8425\u6536\u589e\u5e45\u5206\u522b\u8fbe109%\u4e0e185%\uff09\uff0c\u8fd9\u5bb6\u836f\u4f01\u6b63\u7ad9\u5728\u9700\u6c42\u98ce\u53e3\u3002\u5206\u6790\u5e08Sel Hardy\u8ba4\u4e3a\uff0cGLP-1\u836f\u7269\u9769\u547d\u4e0e\u4eba\u53e3\u7ed3\u6784\u8d8b\u52bf\u5c06\u9a71\u52a8\u8be5\u5236\u836f\u5546\u7684\u957f\u671f\u589e\u957f\uff0c\u76ee\u6807\u4ef71,211\u7f8e\u5143\u3002<\/p>\n

Palantir (PLTR) <\/a>– \u6570\u636e\u667a\u80fd\uff0c\u519b\u5546\u53cc\u7ebf\u8ff8\u53d1<\/h4>\n

\u4f5c\u4e3a\u5927\u6570\u636e\u4e0eAI\u5e73\u53f0\u660e\u661f\uff0cPalantir\u7684\u7f8e\u56fd\u5546\u4e1a\u6536\u5165\u5728\u7b2c\u4e09\u5b63\u5ea6\u66b4\u589e121%\uff0c\u663e\u793a\u5176\u6280\u672f\u6b63\u52a0\u901f\u8f6c\u5316\u4e3a\u5404\u884c\u4e1a\u751f\u4ea7\u529b\u3002\u5206\u6790\u5e08Janice Quek\u79f0\u5176\u589e\u957f\u66f2\u7ebf\u201c\u60ca\u4eba\u201d\uff0c\u7ed9\u4e88\u76ee\u6807\u4ef7231\u7f8e\u5143\u3002<\/p>\n

\u6469\u6839\u5927\u901a (JPM) <\/a>– \u91d1\u878d\u5de8\u64ce\uff0c\u4ee5\u8d28\u53d6\u80dc<\/h4>\n

\u5728\u94f6\u884c\u4e1a\u4e2d\uff0c\u6469\u6839\u5927\u901a\u4ee5\u201c\u5f3a\u8005\u6052\u5f3a\u201d\u7684\u59ff\u6001\u5c55\u73b0\u589e\u957f\u97e7\u6027\u3002\u6536\u8d2d\u7b2c\u4e00\u5171\u548c\u94f6\u884c\u540e\u6574\u5408\u987a\u5229\uff0c\u7b2c\u4e09\u5b63\u5ea6\u76c8\u5229\u7a33\u5065\u589e\u957f12%\u3002\u5206\u6790\u5e08Kenneth Leon\u5f3a\u8c03\u5176\u9876\u5c16\u7684\u4fe1\u7528\u8d28\u91cf\u4e0e\u8fd0\u8425\u80fd\u529b\uff0c\u76ee\u6807\u4ef7340\u7f8e\u5143\u3002<\/p>\n

\u7f8e\u56fd\u8fd0\u901a (AXP) <\/a>– \u9ad8\u7aef\u6d88\u8d39\uff0c\u7a7f\u8d8a\u5468\u671f<\/h4>\n

\u7f8e\u56fd\u8fd0\u901a\u51ed\u501f\u9ad8\u51c0\u503c\u5ba2\u6237\u7fa4\u7684\u5f3a\u5927\u7c98\u6027\uff0c\u5728\u7ecf\u6d4e\u6ce2\u52a8\u4e2d\u4fdd\u6301\u7a33\u5065\u589e\u957f\u3002\u6bcf\u5b63\u5ea6\u65b0\u589e\u8d85300\u4e07\u5f20\u5361\u7684\u52bf\u5934\uff0c\u53e0\u52a0\u56fd\u9645\u6269\u5f20\uff0c\u6784\u6210\u5176\u957f\u671f\u50ac\u5316\u5242\u3002\u5206\u6790\u5e08Alexander Yokum\u7ed9\u4e88\u76ee\u6807\u4ef7440\u7f8e\u5143\u3002<\/p>\n

\u7ed3\u8bed<\/h2>\n

2026\u5e74\u7684\u589e\u957f\u6545\u4e8b\uff0c\u5c06\u4e0d\u4ec5\u4ec5\u5173\u4e8e\u5355\u4e00\u7684\u6280\u672f\u70ed\u6f6e\uff0c\u66f4\u5728\u4e8e\u90a3\u4e9b\u80fd\u591f\u6301\u7eed\u5f00\u62d3\u5e02\u573a\uff0c\u63d0\u5347\u76c8\u5229\u5e76\u9002\u5e94\u590d\u6742\u5b8f\u89c2\u73af\u5883\u7684\u516c\u53f8\u3002\u8fd9\u4efd\u7531\u5206\u6790\u5e08\u9501\u5b9a\u7684\u201c\u6210\u957f\u9635\u8425\u201d\uff0c\u6216\u8bb8\u4e3a\u6295\u8d44\u8005\u7ed8\u5236\u4e86\u4e00\u5e45\u5e94\u5bf9\u672a\u6765\u5e02\u573a\u7684\u521d\u6b65\u5bfb\u5b9d\u56fe\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

2025\u5e74\u7684\u7f8e\u80a1\u5e02\u573a\u5728\u4eba\u5de5\u667a\u80fd\u72c2\u6f6e\u4e0e\u5b8f\u89c2\u6ce2\u52a8\u7684\u4ea4\u7ec7\u4e2d\u8d70\u8fc7\uff0c\u6807\u666e500\u6307\u6570\u6709\u671b\u4ee5\u8fd120%\u7684\u6da8\u5e45\u6536\u5b98\u3002\u5f53\u55a7\u56a3\u6e10\u606f\uff0c […]<\/p>\n","protected":false},"author":27,"featured_media":548152,"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":[455,2173,2155,522],"class_list":["post-611919","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-455","tag-2173","tag-2155","tag-522","sectors-life-science-zh-hans","sectors-financial-products-zh-hans","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\/611919","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=611919"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/611919\/revisions"}],"predecessor-version":[{"id":611922,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/611919\/revisions\/611922"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/548152"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=611919"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=611919"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=611919"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}