{"id":606357,"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":"2025-11-26T23:42:59","modified_gmt":"2025-11-27T07:42:59","slug":"dan-ives%ef%bc%9aai%e6%b2%92%e6%9c%89%e6%b3%a1%e6%b2%ab%ef%bc%8c%e4%b8%a6%e9%bb%9e%e5%90%8d%e9%80%99%e5%8d%81%e9%9a%bb%e6%a0%b8%e5%bf%83%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/11\/dan-ives%ef%bc%9aai%e6%b2%92%e6%9c%89%e6%b3%a1%e6%b2%ab%ef%bc%8c%e4%b8%a6%e9%bb%9e%e5%90%8d%e9%80%99%e5%8d%81%e9%9a%bb%e6%a0%b8%e5%bf%83%e8%82%a1%e7%a5%a8\/","title":{"rendered":"Dan Ives\uff1aAI\u6c92\u6709\u6ce1\u6cab\uff0c\u4e26\u9ede\u540d\u9019\u5341\u96bb\u6838\u5fc3\u80a1\u7968"},"content":{"rendered":"

\u7576\u5e02\u5834\u70ba\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u80a1\u7968\u7684\u72c2\u71b1\u662f\u5426\u5df2\u91c0\u6210\u6ce1\u6cab\u800c\u722d\u8ad6\u4e0d\u4f11\u6642\uff0c\u4e00\u4f4d\u7cbe\u51c6\u9810\u8b66\u904e\u4e92\u806f\u7db2\u6ce1\u6cab\u7684\u9802\u5c16\u5206\u6790\u5e2b\u537b\u767c\u51fa\u4e86\u622a\u7136\u4e0d\u540c\u7684\u8072\u97f3\uff1a\u201c\u6211\u5011\u4e0d\u50c5\u4e0d\u5728\u6ce1\u6cab\u4e2d\uff0c\u9019\u5834AI\u6d3e\u5c0d\u751a\u81f3\u9084\u672a\u5230\u5348\u591c\u3002\u201d\u00a0\u97cb\u5fb7\u5e03\u4ec0\uff08Wedbush\uff09\u79d1\u6280\u5206\u6790\u5e2bDan Ives\u5728\u6700\u65b0\u5831\u544a\u4e2d\u76f4\u8a00\uff0cAI\u9769\u547d\u4e0d\u662f\u5c3e\u8072\uff0c\u800c\u662f\u5e8f\u7ae0\uff0c\u4e26\u70ba\u6b64\u7be9\u9078\u51fa\u672a\u4f86\u751f\u614b\u4e2d\u5341\u5927\u5fc5\u9808\u64c1\u6709\u7684\u6838\u5fc3\u80a1\u7968\u3002<\/p>\n

\u5728\u63a5\u53d7\u96c5\u864e\u8ca1\u7d93\uff08Yahoo Finance\uff09\u7bc0\u76ee\u300aOpening Bid\u300b\u63a1\u8a2a\u6642\uff0cIves\u6307\u51fa\uff0c\u76ee\u524d\u7f8e\u570b\u50c5\u6709\u7d043%\u7684\u516c\u53f8\u771f\u6b63\u8e0f\u4e0a\u4e86AI\u61c9\u7528\u4e4b\u8def\uff0c\u5168\u7403\u7bc4\u570d\u5167\u9019\u4e00\u6bd4\u4f8b\u751a\u81f3\u4e0d\u52301%\u3002\u96d6\u7136\u7092\u4f5c\u8072\u6d6a\u5f88\u5927\uff0c\u4f46\u5be6\u969b\u61c9\u7528\u4ecd\u8655\u65bc\u6975\u65e9\u671f\u968e\u6bb5\uff0c\u9060\u672a\u9054\u5230\u5468\u671f\u672b\u6bb5\u7684\u6ce1\u6cab\u6c34\u5e73\u3002<\/p>\n

AI\u7e41\u69ae\u6709\u5805\u5be6\u6839\u57fa\uff0c\u975e\u6295\u6a5f\u9a45\u52d5<\/h2>\n

Ives\u5728\u6700\u65b0\u5831\u544a\u4e2d\u5f37\u8abf\uff0c\u7576\u524dAI\u80a1\u7684\u9ad8\u4f30\u503c\u4e26\u975e\u7531\u6295\u6a5f\u63a8\u52d5\uff0c\u800c\u662f\u7531\u5be6\u5be6\u5728\u5728\u7684\u4f01\u696d\u652f\u51fa\u3001\u653f\u5e9c\u9700\u6c42\u4ee5\u53ca\u82af\u7247\u77ed\u7f3a\u6240\u9a45\u52d5\u3002\u66fe\u89aa\u6b77\u4e92\u806f\u7db2\u6ce1\u6cab\u6642\u4ee3\u7684\u4ed6\u8868\u793a\uff0c\u5982\u4eca\u7684\u79d1\u6280\u5de8\u982d\u82071999\u5e74\u6642\u6709\u8457\u672c\u8cea\u5340\u5225\u3002<\/p>\n

\u201c\u7576\u6642\u79d1\u6280\u80a1\u5e73\u5747\u5e02\u92b7\u7387\u9ad8\u905430\u500d\uff0c\u4f46\u5f88\u591a\u516c\u53f8\u53ea\u6709PPT\u548c\u672a\u7d93\u6aa2\u9a57\u7684\u5546\u696d\u6a21\u5f0f\uff0c\u201dIves\u8aaa\uff0c\u201c\u800c\u5982\u4eca\uff0c\u9818\u8ecd\u4f01\u696d\u5011\u5750\u64c1\u6578\u5343\u5104\u7f8e\u5143\u73fe\u91d1\u6d41\uff0c\u64c1\u6709\u771f\u5be6\u7684\u57fa\u790e\u8a2d\u65bd\u548c\u5ba2\u6236\u7fa4\u3002\u201d\u4ed6\u4ee5\u82f1\u5049\u9054\uff08NVDA\uff09\u70ba\u4f8b\uff0c\u6307\u51fa\u8a72\u516c\u53f8\u7684AI\u82af\u7247\u9700\u6c42\u9060\u8d85\u4f9b\u7d66\uff0c\u6070\u6070\u8b49\u660e\u7522\u696d\u9060\u672a\u6eff\u8db3\u5be6\u969b\u9700\u6c42\u3002<\/p>\n

\u5341\u5927AI\u6838\u5fc3\u80a1\uff1a\u5b9a\u7fa9\u884c\u696d\u672a\u4f86<\/h2>\n

Ives\u7be9\u9078\u51fa10\u5bb6\u4ed6\u8a8d\u70ba\u5728AI\u7d93\u6fdf\u4e2d\u5177\u6709\u201c\u7d50\u69cb\u6027\u512a\u52e2\u201d\u7684\u516c\u53f8\uff0c\u8986\u84cb\u82af\u7247\u3001\u8d85\u5927\u898f\u6a21\u96f2\u670d\u52d9\u3001\u6d88\u8cbb\u96fb\u5b50\u3001\u7db2\u7d61\u5b89\u5168\u53ca\u81ea\u52d5\u99d5\u99db\u7b49\u9818\u57df\uff1a<\/p>\n

    \n
  1. \u5fae\u8edf\uff08MSFT\uff09<\/a><\/strong>\uff1a\u4f01\u696d\u63a1\u7528AI\u5de5\u5177\u7684\u6700\u5927\u53d7\u76ca\u8005<\/li>\n
  2. Palantir\uff08PLTR\uff09<\/a><\/strong>\uff1a\u653f\u5e9c\u8207\u4f01\u696dAI\u61c9\u7528\u7684\u6a19\u6746\u8edf\u4ef6\u5546<\/li>\n
  3. \u82f1\u5049\u9054\uff08NVDA\uff09<\/a><\/strong>\uff1a\u70ba\u5e7e\u4e4e\u6240\u6709\u91cd\u5927AI\u9805\u76ee\u63d0\u4f9b\u6838\u5fc3\u52d5\u529b\u7684\u82af\u7247\u88fd\u9020\u5546<\/li>\n
  4. \u8d85\u5a01\u534a\u5c0e\u9ad4\uff08AMD\uff09<\/a><\/strong>\uff1a\u82f1\u5049\u9054\u6700\u4e3b\u8981\u7684\u7af6\u722d\u8005\uff0c\u5c07\u5728\u9700\u6c42\u7206\u767c\u4e2d\u6436\u4f54\u66f4\u591a\u4efd\u984d<\/li>\n
  5. \u7279\u65af\u62c9\uff08TSLA\uff09<\/a><\/strong>\uff1a\u672a\u4f86\u589e\u9577\u4f9d\u8a17\u4e8e\u6a5f\u5668\u4eba\u51fa\u79df\u8eca\u548c\u81ea\u52d5\u99d5\u99dbAI<\/li>\n
  6. \u860b\u679c\uff08<\/strong>AAPL<\/strong>\uff09<\/strong>\uff1a\u7121\u8ad6\u6d88\u8cbb\u7aefAI\u5f62\u614b\u5982\u4f55\uff0c\u8a72\u516c\u53f8\u7684\u8a2d\u5099\u8207\u751f\u614b\u90fd\u5c07\u6210\u70ba\u95dc\u9375\u8f09\u9ad4<\/li>\n
  7. Meta<\/strong>\uff08<\/strong>META<\/strong>\uff09<\/strong>\uff1a\u65e9\u671f\u5c0dAI\u7684\u6295\u5165\u958b\u59cb\u5e36\u4f86\u5be6\u969b\u56de\u5831<\/li>\n
  8. Alphabet<\/strong>\uff1a\u6191\u85c9Gemini\u5927\u6a21\u578b\u53ca\u81ea\u7814\u82af\u7247\uff0c\u8207\u82f1\u5049\u9054\u4e26\u5217AI\u7af6\u8cfd\u7b2c\u4e00\u68af\u968a<\/li>\n
  9. CrowdStrike<\/strong>\uff08<\/strong>CRWD<\/strong>\uff09<\/strong>\uff1a\u4f01\u696d\u6108\u767c\u4f9d\u8cf4\u7684AI\u9a45\u52d5\u578b\u7db2\u7d61\u5b89\u5168\u670d\u52d9<\/li>\n
  10. Palo Alto Networks<\/strong>\uff08<\/strong>PANW<\/strong>\uff09<\/strong>\uff1a\u901a\u904eAI\u6574\u5408\u5b89\u5168\u7522\u54c1\uff0c\u63a8\u52d5\u589e\u9577<\/li>\n<\/ol>\n

    \u4e9e\u99ac\u905c\u3001IBM\u7b49\u70ba\u4f55\u843d\u9078\uff1f<\/h2>\n

    \u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u4e9e\u99ac\u905c\uff08AMZN\uff09\u3001Salesforce\uff08CRM\uff09\u3001IBM\uff08IBM\uff09\u8207\u82f1\u7279\u723e\uff08INTC\uff09\u4e26\u672a\u5165\u9078\u5341\u5927\u6838\u5fc3\u80a1\u3002Ives\u89e3\u91cb\uff0c\u9019\u4e26\u975e\u770b\u7a7a\u9019\u4e9b\u516c\u53f8\u2014\u2014\u5b83\u5011\u4ecd\u88ab\u7d0d\u5165\u66f4\u5ee3\u6cdb\u7684\u201cAI 30\u201d\u540d\u55ae\uff0c\u610f\u5473\u8457\u4ed6\u4ecd\u770b\u597d\u524d\u666f\u3002\u4f46\u5b83\u5011\u7f3a\u4e4f\u4ed6\u6240\u5b9a\u7fa9\u7684\u201c\u5b9a\u7fa9AI\u54c1\u985e\u7684\u5275\u65b0\u6760\u6746\u201d\uff0c\u5b9a\u4f4d\u66f4\u504f\u5411\u201c\u652f\u6301\u6027\u201d\u800c\u975e\u201c\u57fa\u790e\u6027\u201d\u3002<\/p>\n

    \u842c\u5104\u7f8e\u5143\u652f\u51fa\u6f6e\u624d\u525b\u525b\u958b\u59cb<\/h2>\n

    Ives\u9810\u6e2c\uff0c\u52302026\u5e74\uff0cAI\u9a45\u52d5\u7684\u8cc7\u672c\u652f\u51fa\u5c07\u9054\u52305500\u5104\u81f36000\u5104\u7f8e\u5143\uff0c\u5f8c\u7e8c\u9084\u5c07\u8fce\u4f86\u653f\u5e9c\u8207\u4f01\u696d\u63a1\u8cfc\u7684\u65b0\u6d6a\u6f6e\u3002\u4ed6\u76f4\u8a00\uff0c\u76ee\u524d\u7f8e\u570b\u53ea\u6709\u4e0d\u52305%\u7684\u516c\u53f8\u771f\u6b63\u898f\u6a21\u5316\u90e8\u7f72\u4e86AI\uff0c\u5927\u591a\u6578\u6295\u8cc7\u8005\u4ecd\u4f4e\u4f30\u4e86\u63a5\u4e0b\u4f86\u7684\u767c\u5c55\u3002<\/p>\n

    \u201c\u5982\u679c\u628aAI\u6bd4\u4f5c\u4e00\u5834\u6301\u7e8c\u5230\u6de9\u66684\u9ede\u7684\u6d3e\u5c0d\uff0c\u4e4b\u524d\u6211\u5011\u9084\u5728\u665a\u4e0a9\u9ede\uff0c\u73fe\u5728\u4e5f\u624d\u525b\u523010\u9ede\u534a\uff0c\u201dIves\u5f62\u8c61\u5730\u6bd4\u55bb\u9053\uff0c\u201c\u800c\u770b\u7a7a\u8005\u5011\u4ecd\u5728\u7a97\u5916\u65c1\u89c0\u3002\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"

    \u7576\u5e02\u5834\u70ba\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u80a1\u7968\u7684\u72c2\u71b1\u662f\u5426\u5df2\u91c0\u6210\u6ce1\u6cab\u800c\u722d\u8ad6\u4e0d\u4f11\u6642\uff0c\u4e00\u4f4d\u7cbe\u51c6\u9810\u8b66\u904e\u4e92\u806f\u7db2\u6ce1\u6cab\u7684\u9802\u5c16\u5206\u6790\u5e2b\u537b\u767c\u51fa\u4e86\u622a\u7136 […]<\/p>\n","protected":false},"author":27,"featured_media":553415,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522,431],"tags":[675,2174,2239,2236],"class_list":["post-606357","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","category-trends-strategies-zh-hant","tag--zh-hant","tag-2174","tag-2239","tag-2236","sectors-technology-zh-hant","locations-us-zh-hant","exchange-nasdaq-zh-hant","exchange-nyse-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/606357","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=606357"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/606357\/revisions"}],"predecessor-version":[{"id":606360,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/606357\/revisions\/606360"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/553415"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=606357"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=606357"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=606357"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}