Wedbush：除英伟达之外，AI领域最看好微软、苹果、特斯拉等五家公司_老虎社区_美港股上老虎

Wedbush：除英伟达之外，AI领域最看好微软、苹果、特斯拉等五家公司

格隆汇2025-12-30

投行Wedbush发表报告，由Dan Ives领导的分析师团队将微软、Palantir、苹果、特斯拉和 CrowdStrike，列为2026年在人工智能(AI)领域除英伟达之外最值得投资的前五大公司。 Wedbush认为，华尔街低估了微软Azure的增长前景和AI驱动的转型，2026财年才是微软AI增长的真正“拐点之年”。至于特斯拉，Wedbush预计其市值将在未来几个月达到2万亿美元，并且在牛市...

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Tesla","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVD3.UK":0.6,"TSYW.SI":0.6,"MACW.SI":0.6,"SNVD.UK":0.6,"NVDS.UK":0.6,"TSLA":1.93,"AAPL":1.94,"MSFT":1.95,"3NVD.UK":0.6,"2NVD.UK":0.6,"NVDX":0.6,"NVDD":0.6,"NVDA":1.94,"NVD":0.6,"NVDS":0.6,"NVDU":0.6,"CRWD":1.87,"NVDY":0.6,"NVIW.SI":0.6,"PLTR":1.87,"NVD2.UK":0.6,"NVDL":0.6},"content_text":"投行Wedbush发表报告，由Dan Ives领导的分析师团队将微软、Palantir、苹果、特斯拉和 CrowdStrike，列为2026年在人工智能(AI)领域除英伟达之外最值得投资的前五大公司。\nWedbush认为，华尔街低估了微软Azure的增长前景和AI驱动的转型，2026财年才是微软AI增长的真正“拐点之年”。至于特斯拉，Wedbush预计其市值将在未来几个月达到2万亿美元，并且在牛市情境下，由于自动驾驶汽车和机器人的兴起，到2026年底其市值可能达到3万亿美元。\n同时，报告认为，苹果将能够利用其全球超过24亿台iOS设备和15亿部 iPhone，产生的庞大消费者基础，从AI中获利。AI变现篇章的开启，可能会在未来几年为苹果的每股价值增加75到100美元。Wedbush预计库克将至少担任该职位直至2027年底，以带领苹果完成这场关键的AI技术转型。","kind":"live","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}