---
title: "SA 圆桌会议：当前最佳的 AI 股票投资是什么？"
description: "在最近的一项 Seeking Alpha 调查中，34% 的读者将 Nvidia（NVDA）视为最佳人工智能股票，其次是 Microsoft（MSFT）和 Alphabet（GOOGL）。分析师 Jack Bowman 和 Rick Orford 分享了对人工智能投资的见解，Bowman 偏爱 Palantir（PLTR），因为其在分析性人工智能应用方面的表现，而 Orford 则强调了 AMD "
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/251345890.md"
published_at: "2025-08-03T17:33:27.000Z"
---

# SA 圆桌会议：当前最佳的 AI 股票投资是什么？

> 在最近的一项 Seeking Alpha 调查中，34% 的读者将 Nvidia（NVDA）视为最佳人工智能股票，其次是 Microsoft（MSFT）和 Alphabet（GOOGL）。分析师 Jack Bowman 和 Rick Orford 分享了对人工智能投资的见解，Bowman 偏爱 Palantir（PLTR），因为其在分析性人工智能应用方面的表现，而 Orford 则强调了 AMD 在与 Nvidia 竞争时的定价优势。两位分析师都指出数据分析在人工智能未来中的重要性，并建议 ASML 作为一项被低估的投资，因为它在 GPU 生产的光刻机市场上拥有垄断地位

In a recent survey, we asked Seeking Alpha readers what the best AI stock play is right now. Of the 515 who participated, 34% chose Nvidia (NASDAQ:NVDA), followed by Microsoft (NASDAQ:MSFT) with 8%, Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) with 6%, Meta (NASDAQ:META) with 4%, and Advanced Micro Devices (NASDAQ:AMD) with 3%. We asked Seeking Alpha anal...

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## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| Westfuller Advisors LLC Has $5.96 Million Stake in NVIDIA Corporation $NVDA | Westfuller Advisors LLC increased its stake in NVIDIA Corporation (NASDAQ: NVDA) by 33.8% in Q3, now holding 31,955 shar | [Link](https://longbridge.com/zh-CN/news/275977152.md) |
| NHS contractor Palantir will suffer $200bn wipeout, says Big Short investor | Michael Burry, known for predicting the 2008 financial crisis, forecasts a $200bn drop in NHS contractor Palantir's valu | [Link](https://longbridge.com/zh-CN/news/275912586.md) |
| Amazon, Google And Others Are Pouring $700 Billion Into AI CapEx, Top Analyst Explains Why This Makes It 'Hard' To Bet Against Nvidia | Amazon, Microsoft, Meta, Tesla, Apple, and Google are set to invest nearly $700 billion in AI-driven capital expenditure | [Link](https://longbridge.com/zh-CN/news/275700100.md) |
| Lafayette Investments Inc. Boosts Holdings in ASML Holding N.V. $ASML | Lafayette Investments Inc. increased its holdings in ASML Holding N.V. by 63.3% in Q3, owning 2,400 shares valued at $2. | [Link](https://longbridge.com/zh-CN/news/275896624.md) |
| NVIDIA (NASDAQ:NVDA) Shares Acquired Rep. John McGuire | Representative John McGuire (R-Virginia) recently acquired shares of NVIDIA Corporation (NASDAQ:NVDA) valued between $1, | [Link](https://longbridge.com/zh-CN/news/275737542.md) |

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> **免责声明**：本文内容仅供参考，不构成任何投资建议。