<p>在过去三年中，没有哪个趋势比人工智能（AI）的发展更能吸引华尔街的关注。拥有 AI 解决方案的软件和系统能够改变美国及全球的企业增长轨迹，这也是为什么普华永道的分析师将这一全球机会估计为到 2030 年惊人的 15.7 万亿美元。</p>
<p>但正如我们从之前的下一个大事件技术中所知，并不是每家公司都会或能够保持赢家的地位。值得注意的是，华尔街的顶级亿万富翁资金管理者如何看待这一机会。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg3NjYvbW9uZXktbWFuYWdlci1zdG9jay1jaGFydC1yZWZsZWN0aW9uLWdsYXNzZXMtbGFwdG9wLWJ1eS1zZWxsLWdldHR5LmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg3NjYvbW9uZXktbWFuYWdlci1zdG9jay1jaGFydC1yZWZsZWN0aW9uLWdsYXNzZXMtbGFwdG9wLWJ1eS1zZWxsLWdldHR5LmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<p>根据业绩表现，图形处理器（GPU）巨头 <strong>Nvidia</strong>（NVDA 0.58%）和 AI 数据挖掘专家 <strong>Palantir Technologies</strong>（PLTR 2.30%）的表现势不可挡。自 2023 年开始以来，Nvidia 和 Palantir 的股价分别飙升了约 1150% 和 2810%！</p>
<p>然而，向美国证券交易委员会提交的季度 13F 报告显示，这两家 AI 领军企业在亿万富翁基金经理中并没有你想象中的那么受欢迎。相反，另一家市场领先企业在华尔街被视为无可争议的 AI 股票首选。</p>
<h2>大多数亿万富翁投资者已经兑现了对 Nvidia 和 Palantir 的投资</h2>
<p>13F 报告允许投资者追踪华尔街最聪明的基金经理正在买入和卖出的股票。巧合的是，提交截至 6 月的季度 13F 报告的截止日期是明天，8 月 14 日。</p>
<p>根据之前季度的 13F 报告，亿万富翁们通过他们的行动发出了明确的信号。Duquesne Family Office 的 Stanley Druckenmiller 和 Lone Pine Capital 的 Stephen Mandel 完全退出了他们在 Nvidia 的股份，而 Appaloosa 的 David Tepper 和 Coatue Management 的 Philippe Laffont 则处置了大部分股份。</p>
<p>对于 Palantir 来说也是类似的故事，Druckenmiller 将他基金的所有股份都抛售了。</p>
<p>尽管这两家公司都展现了惊人的销售和利润增长，但亿万富翁基金经理对它们持怀疑态度的原因有几个明确的方面。</p>
<p>可以说，AI 革命最大的担忧是历史会重演。包括互联网的崛起和普及在内，过去三十多年没有一项颠覆性创新能够避免早期泡沫破裂事件。投资者总是高估新技术的早期实用性和消费者/企业的采用，这最终导致了高期望未能实现。如果 AI 泡沫形成并破裂，这对 Nvidia 和 Palantir 来说将是个坏消息。</p>
<p>Nvidia 和 Palantir 的另一个历史包袱是它们各自的高估值。尽管 Nvidia 的前瞻市盈率（P/E）并不算过高，但其过去 12 个月的市销率（P/S）超过 30，与其他在互联网泡沫时期达到顶峰的前沿企业相当。</p>
<p>Palantir 的溢价则远高于 Nvidia。截至 8 月 8 日收盘，Palantir 的市销率为 137，而大多数行业领军企业的市销率在 30 到 40 之间。没有任何大型公司能够维持如此高的溢价，尽管 Palantir 拥有不可替代的 Gotham 和 Foundry 平台，但它不太可能成为这一不成文规则的例外。</p>
<p>虽然亿万富翁基金经理们乐于减少或剔除 Nvidia 和 Palantir 的股票，但还有另一只行业领先的 AI 股票是他们一致看好的。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg3NjYvYnVzaW5lc3NtYW4tbGFwdG9wLWludGVybmV0LXNlYXJjaC1yZXNlYXJjaC1nZXR0eS5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg3NjYvYnVzaW5lc3NtYW4tbGFwdG9wLWludGVybmV0LXNlYXJjaC1yZXNlYXJjaC1nZXR0eS5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>这是亿万富翁资金管理者无可争议的 AI 股票首选</h2>
<p>在众多将 AI 作为未来增长计划核心的公司中，没有哪家公司比 <strong>Meta Platforms</strong>（META 3.16%）更受亿万富翁投资者的追捧。根据 5 月中旬提交的 13F 报告，截止到 3 月 31 日的交易活动中，有四位亿万富翁资产管理者将 Meta 列为其基金的最大持仓：</p>
<ul>
<li><strong>Tiger Global Management 的 Chase Coleman</strong>：投资资产的 16.18%。</li>
<li><strong>Fundsmith 的 Terry Smith</strong>：投资资产的 10.19%。</li>
<li><strong>Coatue Management 的 Philippe Laffont</strong>：投资资产的 9.55%。</li>
<li><strong>Lone Pine Capital 的 Stephen Mandel</strong>：投资资产的 8.75%。</li>
</ul>
<p>除了是四位知名基金经理的第一大持仓外，它还是 Millennium Management 的 Israel Englander 的第三大持仓（不包括认沽和认购期权），Steven Cohen 的 Point72 Asset Management 的第六大持仓（同样不包括期权），以及 Fisher Asset Management 的 Ken Fisher 的第十大持仓。换句话说，毫无疑问，Meta Platforms 是亿万富翁投资者的明确首选 AI 股票。</p>
<p>关于 Meta 的一个有趣之处在于，目前它几乎完全依赖广告驱动。到 2025 年上半年，其 898 亿美元的销售额中，近 98% 都来自于公司社交媒体网站上的广告，这些网站包括 Facebook、Instagram、WhatsApp、Threads 和 Facebook Messenger。</p>
<p>没有任何社交媒体公司能与 Meta 在 6 月吸引的 34.8 亿日活跃用户相提并论。企业愿意支付溢价以将其信息展示给用户，而没有比 Meta 更好的平台了。</p>
<p>但广告也是人工智能在 Meta 扎根的地方。将生成性人工智能解决方案整合到其广告平台中，使企业能够为特定用户量身定制和创建信息，最终目标是提高点击率。Meta Platforms 在截至 6 月的季度中，绝对超出了华尔街的共识收入预测，这表明其在人工智能方面的投资正在获得回报。</p>
<p>展望未来，Meta Platforms 首席执行官马克·扎克伯格旨在将人工智能作为货币化元宇宙的工具——一个用户可以相互互动和与环境互动的 3D 虚拟世界。Meta 正将自己定位为进入元宇宙的通道，而扎克伯格在新产品和服务的货币化方面有着悠久的慢步推进的记录，直到时机成熟。</p>
<p>另一个帮助 Meta 成功的因素，可能也在迫使亿万富翁基金经理们纷纷涌入，是公司庞大的现金储备。它在 6 月季度结束时的现金、现金等价物和可交易证券略超过 470 亿美元，并且预计全年运营活动的净现金生成接近 1000 亿美元。这样一个可观的财富宝库使 Meta 能够承担其他公司难以承受的风险。</p>
<p>最后，Meta 的估值仍然合理。尽管其前瞻市盈率为 25.8，较过去五年的平均前瞻市盈率高出 22%，但 Meta 始终超越共识盈利预期，并且在可预见的未来，预计将保持 15% 或更高的年销售增长率。</p>

META

<p>亿万富翁资金管理者正在转变他们在人工智能领域的关注点，尽管 Nvidia 和 Palantir 的股票表现令人印象深刻，但他们正逐渐远离这两家公司。相反，Meta Platforms 已成为这些投资者青睐的人工智能股票，多位知名基金经理报告了对其的重大持股。对潜在的人工智能市场泡沫和 Nvidia 与 Palantir 高估值的担忧促成了这一转变。Meta 作为一家主要依靠广告驱动的公司，现在被视为人工智能领域的关键参与者，吸引了大量投资兴趣</p>

<p>For the better part of the past three years, no trend has been a bigger headline-grabber on Wall Street than the evolution of artificial intelligence (AI). Software and systems empowered with AI solutions have the ability to change the corporate growth arc in America and around the world, which is why the analysts at PwC peg this global opportunity at a jaw-dropping $15.7 trillion by 2030.</p>
<div class="lb-trans"><p>在过去三年中，没有哪个趋势比人工智能（AI）的发展更能吸引华尔街的关注。拥有 AI 解决方案的软件和系统能够改变美国及全球的企业增长轨迹，这也是为什么普华永道的分析师将这一全球机会估计为到 2030 年惊人的 15.7 万亿美元。</p>
</div><p>But as we know from previous next-big-thing technologies, not every company will be or remain a winner. What's been particularly noteworthy about the rise of AI is how Wall Street's preeminent billionaire money managers have approached this opportunity.</p>
<div class="lb-trans"><p>但正如我们从之前的下一个大事件技术中所知，并不是每家公司都会或能够保持赢家的地位。值得注意的是，华尔街的顶级亿万富翁资金管理者如何看待这一机会。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg3NjYvbW9uZXktbWFuYWdlci1zdG9jay1jaGFydC1yZWZsZWN0aW9uLWdsYXNzZXMtbGFwdG9wLWJ1eS1zZWxsLWdldHR5LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F828766%2Fmoney-manager-stock-chart-reflection-glasses-laptop-buy-sell-getty.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><p>Based on sheer performance, graphics processing unit (GPU) colossus <strong>Nvidia</strong>(NVDA 0.58%) and AI-data mining specialist <strong>Palantir Technologies</strong>(PLTR 2.30%) have been unstoppable. Since 2023 began, shares of Nvidia and Palantir have skyrocketed by roughly 1,150% and 2,810%!</p>
<div class="lb-trans"><p>根据业绩表现，图形处理器（GPU）巨头 <strong>Nvidia</strong>（NVDA 0.58%）和 AI 数据挖掘专家 <strong>Palantir Technologies</strong>（PLTR 2.30%）的表现势不可挡。自 2023 年开始以来，Nvidia 和 Palantir 的股价分别飙升了约 1150% 和 2810%！</p>
</div><p>However, quarterly Form 13F filings with the Securities and Exchange Commission show these two AI leaders aren't as popular as you might believe with billionaire fund managers. Instead, another market-leading business stands tall as the undisputed favorite AI stock on Wall Street.</p>
<div class="lb-trans"><p>然而，向美国证券交易委员会提交的季度 13F 报告显示，这两家 AI 领军企业在亿万富翁基金经理中并没有你想象中的那么受欢迎。相反，另一家市场领先企业在华尔街被视为无可争议的 AI 股票首选。</p>
</div><h2>Most billionaire investors have cashed in their chips with Nvidia and Palantir</h2>
<div class="lb-trans"><h2>大多数亿万富翁投资者已经兑现了对 Nvidia 和 Palantir 的投资</h2>
</div><p>A 13F allows investors to track which stocks Wall Street's smartest fund managers have been buying and selling. Coincidentally, the deadline to file 13Fs for the June-ended quarter is tomorrow, Aug. 14.</p>
<div class="lb-trans"><p>13F 报告允许投资者追踪华尔街最聪明的基金经理正在买入和卖出的股票。巧合的是，提交截至 6 月的季度 13F 报告的截止日期是明天，8 月 14 日。</p>
</div><p>Based on 13Fs from previous quarters, billionaires have spoken loudly with their actions. Both Stanley Druckenmiller of Duquesne Family Office and Stephen Mandel of Lone Pine Capital completely exited their respective stakes in Nvidia, while billionaires David Tepper of Appaloosa and Philippe Laffont of Coatue Management disposed of the bulk of their shares.</p>
<div class="lb-trans"><p>根据之前季度的 13F 报告，亿万富翁们通过他们的行动发出了明确的信号。Duquesne Family Office 的 Stanley Druckenmiller 和 Lone Pine Capital 的 Stephen Mandel 完全退出了他们在 Nvidia 的股份，而 Appaloosa 的 David Tepper 和 Coatue Management 的 Philippe Laffont 则处置了大部分股份。</p>
</div><p>It's a similar story for Palantir, with Druckenmiller sending all of his fund's shares to the chopping block.</p>
<div class="lb-trans"><p>对于 Palantir 来说也是类似的故事，Druckenmiller 将他基金的所有股份都抛售了。</p>
</div><p>Although both companies have exhibited phenomenal sales and profit growth, there are a couple of well-defined reasons for billionaire fund managers to be skeptical.</p>
<div class="lb-trans"><p>尽管这两家公司都展现了惊人的销售和利润增长，但亿万富翁基金经理对它们持怀疑态度的原因有几个明确的方面。</p>
</div><p>Arguably the biggest worry with the AI revolution is that history will repeat itself. Including the rise and proliferation of the internet, there hasn't been a game-changing innovation in over three decades that's avoided an early innings bubble-bursting event. Without fail, investors consistently overestimate the early stage utility and consumer/enterprise adoption of new technologies, which eventually leads to lofty expectations not being met. If an AI bubble were to form and burst, it would be terrible news for Nvidia and Palantir.</p>
<div class="lb-trans"><p>可以说，AI 革命最大的担忧是历史会重演。包括互联网的崛起和普及在内，过去三十多年没有一项颠覆性创新能够避免早期泡沫破裂事件。投资者总是高估新技术的早期实用性和消费者/企业的采用，这最终导致了高期望未能实现。如果 AI 泡沫形成并破裂，这对 Nvidia 和 Palantir 来说将是个坏消息。</p>
</div><p>The other historical overhang for Nvidia and Palantir is their respective premium valuations. Though Nvidia's forward price-to-earnings (P/E) ratio isn't egregiously high, its trailing-12-month price-to-sales (P/S) ratio of more than 30 is in-line with other cutting-edge businesses that peaked during the dot-com era.</p>
<div class="lb-trans"><p>Nvidia 和 Palantir 的另一个历史包袱是它们各自的高估值。尽管 Nvidia 的前瞻市盈率（P/E）并不算过高，但其过去 12 个月的市销率（P/S）超过 30，与其他在互联网泡沫时期达到顶峰的前沿企业相当。</p>
</div><p>Palantir's premium is <em>considerably</em> higher than Nvidia's. Whereas most industry leaders top out at P/S ratios of 30 to 40, Palantir is tipping the scales at a P/S ratio of 137, as of the closing bell on Aug. 8. No megacap company has ever been able to sustain a premium of this magnitude, and Palantir, despite its irreplaceable Gotham and Foundry platforms, is unlikely to be the exception to this unwritten rule.</p>
<div class="lb-trans"><p>Palantir 的溢价则远高于 Nvidia。截至 8 月 8 日收盘，Palantir 的市销率为 137，而大多数行业领军企业的市销率在 30 到 40 之间。没有任何大型公司能够维持如此高的溢价，尽管 Palantir 拥有不可替代的 Gotham 和 Foundry 平台，但它不太可能成为这一不成文规则的例外。</p>
</div><p>While billionaire fund managers have been content to reduce or remove Nvidia and Palantir stock from their portfolios, there's another industry-leading AI stock they're all in on.</p>
<div class="lb-trans"><p>虽然亿万富翁基金经理们乐于减少或剔除 Nvidia 和 Palantir 的股票，但还有另一只行业领先的 AI 股票是他们一致看好的。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg3NjYvYnVzaW5lc3NtYW4tbGFwdG9wLWludGVybmV0LXNlYXJjaC1yZXNlYXJjaC1nZXR0eS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F828766%2Fbusinessman-laptop-internet-search-research-getty.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>This is the undisputed favorite AI stock of billionaire money managers</h2>
<div class="lb-trans"><h2>这是亿万富翁资金管理者无可争议的 AI 股票首选</h2>
</div><p>Among the dozens upon dozens of companies making AI a cornerstone of their future growth plans, none has been more sought after by billionaire investors than <strong>Meta Platforms</strong>(META 3.16%). Based on 13Fs filed in mid-May for trading activity that concluded March 31, four billionaire asset managers listed Meta as their fund's top holding:</p>
<div class="lb-trans"><p>在众多将 AI 作为未来增长计划核心的公司中，没有哪家公司比 <strong>Meta Platforms</strong>（META 3.16%）更受亿万富翁投资者的追捧。根据 5 月中旬提交的 13F 报告，截止到 3 月 31 日的交易活动中，有四位亿万富翁资产管理者将 Meta 列为其基金的最大持仓：</p>
</div><ul>
<li><strong>Chase Coleman of Tiger Global Management</strong>: 16.18% of invested assets.</li>
<li><strong>Terry Smith of Fundsmith</strong>: 10.19% of invested assets.</li>
<li><strong>Philippe Laffont of Coatue Management</strong>: 9.55% of invested assets.</li>
<li><strong>Stephen Mandel of Lone Pine Capital</strong>: 8.75% of invested assets.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>Tiger Global Management 的 Chase Coleman</strong>：投资资产的 16.18%。</li>
<li><strong>Fundsmith 的 Terry Smith</strong>：投资资产的 10.19%。</li>
<li><strong>Coatue Management 的 Philippe Laffont</strong>：投资资产的 9.55%。</li>
<li><strong>Lone Pine Capital 的 Stephen Mandel</strong>：投资资产的 8.75%。</li>
</ul>
</div><p>In addition to being the No. 1 holding for four prominent fund managers, it's the third largest position, excluding put and call options, for Israel Englander of Millennium Management, the No. 6 holding for Steven Cohen's Point72 Asset Management (also excluding options), and the 10th biggest holding for Ken Fisher of Fisher Asset Management. In other words, there's no doubt whatsoever that Meta Platforms is the clear favorite AI stock of billionaire investors.</p>
<div class="lb-trans"><p>除了是四位知名基金经理的第一大持仓外，它还是 Millennium Management 的 Israel Englander 的第三大持仓（不包括认沽和认购期权），Steven Cohen 的 Point72 Asset Management 的第六大持仓（同样不包括期权），以及 Fisher Asset Management 的 Ken Fisher 的第十大持仓。换句话说，毫无疑问，Meta Platforms 是亿万富翁投资者的明确首选 AI 股票。</p>
</div><p>The interesting quirk about Meta is that, for the moment, it's almost exclusively an advertising-driven company. Through the first six months of 2025, just shy of 98% of its $89.8 billion in sales traced back to advertising on the company's social media sites, which include Facebook, Instagram, WhatsApp, Threads, and Facebook Messenger.</p>
<div class="lb-trans"><p>关于 Meta 的一个有趣之处在于，目前它几乎完全依赖广告驱动。到 2025 年上半年，其 898 亿美元的销售额中，近 98% 都来自于公司社交媒体网站上的广告，这些网站包括 Facebook、Instagram、WhatsApp、Threads 和 Facebook Messenger。</p>
</div><p>No social media company comes remotely close to the 3.48 billion daily active people Meta attracted to its family of apps in June. Businesses are willing to pay a premium to get their message(s) in front of users, and there's no better platform to do that with than Meta.</p>
<div class="lb-trans"><p>没有任何社交媒体公司能与 Meta 在 6 月吸引的 34.8 亿日活跃用户相提并论。企业愿意支付溢价以将其信息展示给用户，而没有比 Meta 更好的平台了。</p>
</div><p>But advertising is also where artificial intelligence is laying its roots for Meta. Integrating generative AI solutions into its advertising platform is allowing businesses to tailor and create messages for specific users, with the ultimate goal of improving click-through rate. The fact that Meta Platforms absolutely blew Wall Street's consensus revenue forecast out of the water during the June-ended quarter is an indication that its investments in AI are paying off.</p>
<div class="lb-trans"><p>但广告也是人工智能在 Meta 扎根的地方。将生成性人工智能解决方案整合到其广告平台中，使企业能够为特定用户量身定制和创建信息，最终目标是提高点击率。Meta Platforms 在截至 6 月的季度中，绝对超出了华尔街的共识收入预测，这表明其在人工智能方面的投资正在获得回报。</p>
</div><p>Looking a bit further down the line, Meta Platforms CEO Mark Zuckerberg aims to use AI as a tool to monetize the metaverse -- the 3D virtual world where users can interact with each other and their environment. Meta is positioning itself to be an on-ramp to the metaverse, and Zuckerberg has a lengthy track record of slow-stepping the monetization of new products and services until the time is right.</p>
<div class="lb-trans"><p>展望未来，Meta Platforms 首席执行官马克·扎克伯格旨在将人工智能作为货币化元宇宙的工具——一个用户可以相互互动和与环境互动的 3D 虚拟世界。Meta 正将自己定位为进入元宇宙的通道，而扎克伯格在新产品和服务的货币化方面有着悠久的慢步推进的记录，直到时机成熟。</p>
</div><p>Another factor that's helping Meta succeed, and which may be coercing billionaire fund managers to pile in, is the company's enormous cash pile. It closed out the June quarter with a little over $47 billion in cash, cash equivalents, and marketable securities, and is pacing nearly $100 billion in net cash generation from operating activities for the full year. A sizable treasure chest allows Meta to take risks that few other companies can afford to.</p>
<div class="lb-trans"><p>另一个帮助 Meta 成功的因素，可能也在迫使亿万富翁基金经理们纷纷涌入，是公司庞大的现金储备。它在 6 月季度结束时的现金、现金等价物和可交易证券略超过 470 亿美元，并且预计全年运营活动的净现金生成接近 1000 亿美元。这样一个可观的财富宝库使 Meta 能够承担其他公司难以承受的风险。</p>
</div><p>Lastly, Meta's valuation remains reasonable. Even though its forward P/E of 25.8 is 22% above its average forward P/E over the trailing-five-year period, Meta has consistently blown past consensus earnings estimates and looks to maintain an annual sales growth rate of 15% or greater for the foreseeable future.</p>
<div class="lb-trans"><p>最后，Meta 的估值仍然合理。尽管其前瞻市盈率为 25.8，较过去五年的平均前瞻市盈率高出 22%，但 Meta 始终超越共识盈利预期，并且在可预见的未来，预计将保持 15% 或更高的年销售增长率。</p>
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Billionaire Money Managers Have a Clear Favorite Artificial Intelligence (AI) Stock -- and It's Not Nvidia or Palantir

- 人工智能的崛起使其成为华尔街的热门话题，预计到 2030 年全球市场机会达 15.7 万亿美元。  
- 尽管 Nvidia 和 Palantir 股价大幅上涨，但亿万富翁投资者却逐渐减持这两只股票。  
- Meta Platforms 成为亿万富翁投资者的首选 AI 股票，因其广告收入和 AI 投资表现出色。  

亿万富翁资金管理者有一个明确的人工智能（AI）股票最爱，而这个股票并不是英伟达或 Palantir