<p>在过去三年中，人工智能（AI）硬件和软件解决方案的发展主导了华尔街的新闻报道，原因显而易见。根据普华永道分析师的一个估计，到 2030 年，人工智能可以使全球国内生产总值增加 15.7 万亿美元。这是一个足够大的蛋糕，许多公司都能从中受益。</p>
<p>然而，华尔街最精明的资金经理对处于人工智能革命前沿的公司发出了混合信号。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzA1OTIvbW9uZXktbWFuYWdlci1zdG9jay1jaGFydC1yZWZsZWN0aW9uLWdsYXNzZXMtbGFwdG9wLWJ1eS1zZWxsLWdldHR5LmpwZyZ3PTcwMA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzA1OTIvbW9uZXktbWFuYWdlci1zdG9jay1jaGFydC1yZWZsZWN0aW9uLWdsYXNzZXMtbGFwdG9wLWJ1eS1zZWxsLWdldHR5LmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<p>在每个季度结束后的 45 个日历日内，管理资产至少为 1 亿美元的机构投资者需要向证券交易委员会提交 13F 表格。该文件提供了一个易于理解的布局，显示华尔街顶级基金经理在最新季度（在本例中为 6 月结束的季度）购买和出售了哪些股票、交易所交易基金（ETF）和特定期权。</p>
<p>Appaloosa 的亿万富翁资金经理大卫·泰珀（David Tepper）管理着超过 64 亿美元的资产，在人工智能领域尤其活跃。在第二季度，泰珀批准购买 <strong>Nvidia</strong>（NVDA 1.65%）、<strong>台湾半导体制造公司</strong>（TSM 2.58%，通常称为 “TSMC”）和 <strong>英特尔</strong>（INTC 5.53%），但却果断出售了一只被亿万富翁基金经理视为 “杰出” 的股票。</p>
<h2>Appaloosa 的亿万富翁首席投资官关注 AI 硬件股票</h2>
<p>如果说在第二季度大卫·泰珀的购买活动中有一个主题，那就是 “AI 硬件”。负责 AI 加速数据中心核心技术的领先企业无疑是 Appaloosa 首席的关注对象：</p>
<ul>
<li><strong>Nvidia</strong>：购买 1,450,000 股（比 2025 年 3 月 31 日增加 483%）。</li>
<li><strong>TSMC</strong>：购买 755,000 股（比 2025 年 3 月 31 日增加 280%）。</li>
<li><strong>Intel</strong>：购买 8,000,000 股（新头寸）。</li>
</ul>
<p>考虑到泰珀在不到两年的时间里对其基金在 Nvidia 的持仓减少了 97%，这次对 Nvidia 的购买活动尤其引人注目，计算时需考虑 Nvidia 在 2024 年 6 月进行的历史性 10 比 1 股票拆分。</p>
<p>这次购买活动的主要催化剂可能是华尔街因关税引发的迷你崩盘。特朗普总统于 4 月 2 日公布了他的关税和贸易政策，其中包括 10% 的全球关税，并对特定国家引入了更高的 “互惠关税”。最初，这些关税让市场感到恐慌，导致了历史性的多日抛售。</p>
<p>然而，自特朗普总统于 4 月 9 日宣布对互惠关税暂停 90 天以来，市场一直是多头的绿灯。那些涌入被打压的 AI 股票的投资者受益匪浅，他们能够以许多季度甚至多年未见的前瞻性市盈率购买高增长股票。</p>
<p>此外，Nvidia 和 TSMC 的前景都非常强劲。Nvidia 的 Hopper（H100）和 Blackwell 图形处理单元（GPU）在企业数据中心中占据了相当大的比例。</p>
<p>与此同时，TSMC 正在迅速扩大其晶圆级封装（CoWoS）产能，以满足对 AI-GPU 的似乎无法满足的企业需求。TSMC 的 CoWoS 是 AI 加速数据中心中高带宽内存封装所必需的技术。</p>
<p>至于英特尔，泰珀可能将其视为一个价值导向的买入机会。英特尔的交易价格低于其账面价值，并在 2024 年获得了拜登政府近 79 亿美元的 CHIPS 法案资金，用于在国内建设芯片制造厂。最终的转型将使英特尔成长为全球领先的芯片代工厂之一，加上其来自中央处理单元的传统现金流，可能使公司随着时间的推移重新塑造自己。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzA1OTIvd29tYW4tdHlwaW5nLWxhcHRvcC1kb2ctb24tbGFwLXdvcmstZnJvbS1ob21lLWNsb3VkLWdldHR5LmpwZyZ3PTcwMA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzA1OTIvd29tYW4tdHlwaW5nLWxhcHRvcC1kb2ctb24tbGFwLXdvcmstZnJvbS1ob21lLWNsb3VkLWdldHR5LmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>亿万富翁大卫·泰珀将基金经理最爱的 AI 股票送上了砧板</h2>
<p>在另一个极端，泰珀的 Appaloosa 在 6 月结束的季度完全退出了五个头寸（不包括期权），并减少了 16 个其他头寸。这包括出售 150,000 股社交媒体巨头和 “杰出七” 成员 <strong>Meta Platforms</strong>（META 2.04%），这使 Appaloosa 的持仓在短短三个月内减少了 27%。</p>
<p>使这次出售活动令人困惑的是，没有其他 AI 股票比 Meta 更受亿万富翁资产经理的青睐。截至 3 月底，Meta 是华尔街四位最精明资金经理的第一大持仓，也是其他亿万富翁投资者投资组合中的重要位置。</p>
<p>出售 150,000 股 Meta Platforms 的最合理理由无疑是锁定收益。在 2022 年底到 2025 年第二季度之间，Meta 的股价从不足 100 美元上涨到超过 600 美元。Meta 是泰珀第二长时间持有的股票（自 2016 年第一季度以来），这意味着有合理的理由从中获利了结。</p>
<p>同样，Appaloosa 的亿万富翁首席也可能对美国和/或全球经济的健康状况感到担忧。</p>
<p>尽管 Meta Platforms 正在投资并将人工智能解决方案纳入其运营，但其近 98% 的净销售额仍可追溯到广告。广告收入往往具有高度周期性，企业在出现问题的初期并不犹豫地削减营销预算。对国内通货膨胀率的担忧，以及近期就业市场的疲软，都是可能预示美国经济疲软的潜在催化剂。</p>
<p>但更有可能的是，特普尔最终会后悔出售了其基金在 Meta Platforms 中超过四分之一的股份。</p>
<p>没有其他社交媒体公司能够像 Meta 一样每天吸引如此多的人。在 6 月份，其应用程序家族，包括 Facebook、Instagram、WhatsApp、Threads 和 Facebook Messenger，平均每日用户达到 34.8 亿。这足以让 Meta 在广告投放方面拥有卓越的定价权。</p>
<p>我们还看到早期证据表明，马克·扎克伯格的公司正在成功地将人工智能解决方案融入其广告平台。让企业能够使用生成性人工智能解决方案，使他们能够根据用户定制信息，从而提高广告点击率。这进一步巩固了 Meta 的高端广告定价能力。</p>
<p>虽然 Meta Platforms 的股票现在并不像三年前那样便宜，但其加速的增长率完全弥补了其适度的溢价。考虑到人工智能可以通过广告业务扩展已经有高底线的收入基础，其前瞻市盈率（P/E）低于 25 是合理的。</p>

英特尔

META

<p>亿万富翁投资者大卫·泰珀在人工智能领域进行了重大投资，在第二季度购买了英伟达、台积电和英特尔的股票，同时出售了他在 Meta Platforms 的部分持股，后者是亿万富翁们青睐的人工智能股票。泰珀的购买包括 145 万股英伟达、75.5 万股台积电和 800 万股英特尔，显示出他对人工智能硬件的强烈关注。尽管 Meta 受欢迎，他选择出售的决定可能是为了在价格大幅上涨后锁定收益</p>

<p>For three years, the evolution of artificial intelligence (AI) hardware and software solutions has dominated the newswires on Wall Street -- and with good reason. Based on one estimate from the analysts at PwC, AI can lift global gross domestic product by $15.7 trillion in 2030. This is a big enough pie where a long list of companies can benefit.</p>
<div class="lb-trans"><p>在过去三年中，人工智能（AI）硬件和软件解决方案的发展主导了华尔街的新闻报道，原因显而易见。根据普华永道分析师的一个估计，到 2030 年，人工智能可以使全球国内生产总值增加 15.7 万亿美元。这是一个足够大的蛋糕，许多公司都能从中受益。</p>
</div><p>However, Wall Street's savviest money managers have sent mixed signals regarding the companies on the leading edge of the AI revolution.</p>
<div class="lb-trans"><p>然而，华尔街最精明的资金经理对处于人工智能革命前沿的公司发出了混合信号。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzA1OTIvbW9uZXktbWFuYWdlci1zdG9jay1jaGFydC1yZWZsZWN0aW9uLWdsYXNzZXMtbGFwdG9wLWJ1eS1zZWxsLWdldHR5LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F830592%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>No later than 45 calendar days following the end to a quarter, institutional investors with at least $100 million in assets under management (AUM) are required to file Form 13F with the Securities and Exchange Commission. This filing provides an easy-to-understand layout of which stocks, exchange-traded funds (ETFs), and select options Wall Street's top-tier fund managers purchased and sold in the latest quarter (in this case, the June-ended quarter).</p>
<div class="lb-trans"><p>在每个季度结束后的 45 个日历日内，管理资产至少为 1 亿美元的机构投资者需要向证券交易委员会提交 13F 表格。该文件提供了一个易于理解的布局，显示华尔街顶级基金经理在最新季度（在本例中为 6 月结束的季度）购买和出售了哪些股票、交易所交易基金（ETF）和特定期权。</p>
</div><p>Appaloosa's billionaire money manager, David Tepper, who's overseeing north of $6.4 billion in AUM, has been an especially active investor in the artificial intelligence arena. During the second quarter, Tepper greenlit the purchase of <strong>Nvidia</strong>(NVDA 1.65%), <strong>Taiwan Semiconductor Manufacturing</strong>(TSM 2.58%), which is best-known as &#34;TSMC,&#34; and <strong>Intel</strong>(INTC 5.53%), but was a decisive seller of a &#34;magnificent&#34; stock that's the undisputed favorite AI company of billionaire fund managers.</p>
<div class="lb-trans"><p>Appaloosa 的亿万富翁资金经理大卫·泰珀（David Tepper）管理着超过 64 亿美元的资产，在人工智能领域尤其活跃。在第二季度，泰珀批准购买 <strong>Nvidia</strong>（NVDA 1.65%）、<strong>台湾半导体制造公司</strong>（TSM 2.58%，通常称为 “TSMC”）和 <strong>英特尔</strong>（INTC 5.53%），但却果断出售了一只被亿万富翁基金经理视为 “杰出” 的股票。</p>
</div><h2>AI hardware stocks were on the menu for Appaloosa's billionaire chief</h2>
<div class="lb-trans"><h2>Appaloosa 的亿万富翁首席投资官关注 AI 硬件股票</h2>
</div><p>If there was a theme to billionaire David Tepper's buying activity, at least in relation to the tech sector, during the second quarter, it was &#34;AI hardware.&#34; Leading businesses responsible for the brains of AI-accelerated data centers were undeniably on the menu for Appaloosa's boss:</p>
<div class="lb-trans"><p>如果说在第二季度大卫·泰珀的购买活动中有一个主题，那就是 “AI 硬件”。负责 AI 加速数据中心核心技术的领先企业无疑是 Appaloosa 首席的关注对象：</p>
</div><ul>
<li><strong>Nvidia</strong>: 1,450,000 shares purchased (483% increase from March 31, 2025).</li>
<li><strong>TSMC</strong>: 755,000 shares purchased (280% increase from March 31, 2025).</li>
<li><strong>Intel</strong>: 8,000,000 shares purchased (new position).</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>Nvidia</strong>：购买 1,450,000 股（比 2025 年 3 月 31 日增加 483%）。</li>
<li><strong>TSMC</strong>：购买 755,000 股（比 2025 年 3 月 31 日增加 280%）。</li>
<li><strong>Intel</strong>：购买 8,000,000 股（新头寸）。</li>
</ul>
</div><p>The buying activity in Nvidia is especially eye-opening considering that Tepper had overseen a 97% reduction in his fund's position in less than two years, when accounting for Nvidia's historic 10-for-1 stock split in June 2024.</p>
<div class="lb-trans"><p>考虑到泰珀在不到两年的时间里对其基金在 Nvidia 的持仓减少了 97%，这次对 Nvidia 的购买活动尤其引人注目，计算时需考虑 Nvidia 在 2024 年 6 月进行的历史性 10 比 1 股票拆分。</p>
</div><p>Perhaps the leading catalyst of this buying activity was Wall Street's tariff-induced mini-crash in early April. President Trump unveiled his tariff and trade policy on April 2, which included a 10% global tariff, as well as introduced higher &#34;reciprocal tariffs&#34; on select countries. Initially, these tariffs spooked the market and led to a historic multiday sell-off.</p>
<div class="lb-trans"><p>这次购买活动的主要催化剂可能是华尔街因关税引发的迷你崩盘。特朗普总统于 4 月 2 日公布了他的关税和贸易政策，其中包括 10% 的全球关税，并对特定国家引入了更高的 “互惠关税”。最初，这些关税让市场感到恐慌，导致了历史性的多日抛售。</p>
</div><p>However, it's been a green light for the bulls since President Trump announced a 90-day pause on reciprocal tariffs on April 9. Investors who piled into beaten-down AI stocks have benefited greatly, and they were able to nab high-growth stocks at forward-year multiples that hadn't been seen in many quarters, if not years.</p>
<div class="lb-trans"><p>然而，自特朗普总统于 4 月 9 日宣布对互惠关税暂停 90 天以来，市场一直是多头的绿灯。那些涌入被打压的 AI 股票的投资者受益匪浅，他们能够以许多季度甚至多年未见的前瞻性市盈率购买高增长股票。</p>
</div><p>Additionally, the respective outlooks for Nvidia and TSMC are robust. Nvidia's Hopper (H100) and Blackwell graphics processing units (GPUs) have accounted for a significant percentage of the GPUs deployed in enterprise data centers.</p>
<div class="lb-trans"><p>此外，Nvidia 和 TSMC 的前景都非常强劲。Nvidia 的 Hopper（H100）和 Blackwell 图形处理单元（GPU）在企业数据中心中占据了相当大的比例。</p>
</div><p>Meanwhile, TSMC is rapidly expanding its chip-on-wafer-on-substrate (CoWoS) capacity to meet seemingly insatiable corporate demand for AI-GPUs. TSMC's CoWoS is a necessary technology for the packaging of high-bandwidth memory in AI-accelerated data centers.</p>
<div class="lb-trans"><p>与此同时，TSMC 正在迅速扩大其晶圆级封装（CoWoS）产能，以满足对 AI-GPU 的似乎无法满足的企业需求。TSMC 的 CoWoS 是 AI 加速数据中心中高带宽内存封装所必需的技术。</p>
</div><p>As for Intel, it may have stood out to Tepper as a value-oriented buy. Intel has been trading below its book value and was awarded nearly $7.9 billion from the CHIPS Act by the Joe Biden administration in 2024 to construct chip fabrication plants domestically. An eventual transformation that'll see Intel grow into one of the world's leading chip foundries, coupled with its legacy cash flow from central processing units, may allow the company to reinvent itself over time.</p>
<div class="lb-trans"><p>至于英特尔，泰珀可能将其视为一个价值导向的买入机会。英特尔的交易价格低于其账面价值，并在 2024 年获得了拜登政府近 79 亿美元的 CHIPS 法案资金，用于在国内建设芯片制造厂。最终的转型将使英特尔成长为全球领先的芯片代工厂之一，加上其来自中央处理单元的传统现金流，可能使公司随着时间的推移重新塑造自己。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzA1OTIvd29tYW4tdHlwaW5nLWxhcHRvcC1kb2ctb24tbGFwLXdvcmstZnJvbS1ob21lLWNsb3VkLWdldHR5LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F830592%2Fwoman-typing-laptop-dog-on-lap-work-from-home-cloud-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>Fund managers' favorite AI stock was sent to the chopping block by billionaire David Tepper</h2>
<div class="lb-trans"><h2>亿万富翁大卫·泰珀将基金经理最爱的 AI 股票送上了砧板</h2>
</div><p>On the other end of the spectrum, Tepper's Appaloosa completely exited five positions (excluding options) and pared down 16 others during the June-ended quarter. This includes selling 150,000 shares of social media titan and &#34;Magnificent Seven&#34; member <strong>Meta Platforms</strong>(META 2.04%), which reduced Appaloosa's position by 27% in just three months.</p>
<div class="lb-trans"><p>在另一个极端，泰珀的 Appaloosa 在 6 月结束的季度完全退出了五个头寸（不包括期权），并减少了 16 个其他头寸。这包括出售 150,000 股社交媒体巨头和 “杰出七” 成员 <strong>Meta Platforms</strong>（META 2.04%），这使 Appaloosa 的持仓在短短三个月内减少了 27%。</p>
</div><p>What makes this selling activity such a head-scratcher is there's not another AI stock that billionaire asset managers favor more than Meta. As of the end of March, Meta was the No. 1 holding for four of Wall Street's savviest money managers, and a prized position in the portfolios of other billionaire investors.</p>
<div class="lb-trans"><p>使这次出售活动令人困惑的是，没有其他 AI 股票比 Meta 更受亿万富翁资产经理的青睐。截至 3 月底，Meta 是华尔街四位最精明资金经理的第一大持仓，也是其他亿万富翁投资者投资组合中的重要位置。</p>
</div><p>Arguably the most-logical of all reasons to sell 150,000 shares of Meta Platforms is simply to lock in gains. Between late 2022 and the second quarter of 2025, Meta stock rallied from sub-$100 to well north of $600 per share. Meta is Tepper's second longest-tenured holding (since the first quarter of 2016), which means there was a viable reason to take some chips off the table.</p>
<div class="lb-trans"><p>出售 150,000 股 Meta Platforms 的最合理理由无疑是锁定收益。在 2022 年底到 2025 年第二季度之间，Meta 的股价从不足 100 美元上涨到超过 600 美元。Meta 是泰珀第二长时间持有的股票（自 2016 年第一季度以来），这意味着有合理的理由从中获利了结。</p>
</div><p>It's also plausible that Appaloosa's billionaire boss is concerned about the health of the U.S. and/or global economy.</p>
<div class="lb-trans"><p>同样，Appaloosa 的亿万富翁首席也可能对美国和/或全球经济的健康状况感到担忧。</p>
</div><p>Though Meta Platforms is investing in and incorporating AI solutions into its operations, nearly 98% of its net sales can be traced back to advertising. Ad revenue tends to be highly cyclical, with businesses not shy about paring back their marketing budgets at the first signs of trouble. Concerns about the domestic rate of inflation, as well as recent weakness in the jobs market, are all potential catalysts that can foreshadow weakness in the U.S. economy.</p>
<div class="lb-trans"><p>尽管 Meta Platforms 正在投资并将人工智能解决方案纳入其运营，但其近 98% 的净销售额仍可追溯到广告。广告收入往往具有高度周期性，企业在出现问题的初期并不犹豫地削减营销预算。对国内通货膨胀率的担忧，以及近期就业市场的疲软，都是可能预示美国经济疲软的潜在催化剂。</p>
</div><p>But it's far likelier that Tepper will eventually regret selling more than a quarter of his fund's stake in Meta Platforms.</p>
<div class="lb-trans"><p>但更有可能的是，特普尔最终会后悔出售了其基金在 Meta Platforms 中超过四分之一的股份。</p>
</div><p>No other social media company has come particularly close to attracting as many people as Meta does daily. During the month of June, its family of apps, which includes Facebook, Instagram, WhatsApp, Threads, and Facebook Messenger, averaged 3.48 billion daily users. This is more than enough eyeballs for Meta to command exceptional pricing power for ad placement.</p>
<div class="lb-trans"><p>没有其他社交媒体公司能够像 Meta 一样每天吸引如此多的人。在 6 月份，其应用程序家族，包括 Facebook、Instagram、WhatsApp、Threads 和 Facebook Messenger，平均每日用户达到 34.8 亿。这足以让 Meta 在广告投放方面拥有卓越的定价权。</p>
</div><p>We're also seeing early evidence that Mark Zuckerberg's company is successfully incorporating AI solutions into its ad platform. Giving businesses access to generative AI solutions has allowed them to tailor their messages to users, which in turn can improve ad click-through rates. This only serves to solidify Meta's premium ad-pricing power.</p>
<div class="lb-trans"><p>我们还看到早期证据表明，马克·扎克伯格的公司正在成功地将人工智能解决方案融入其广告平台。让企业能够使用生成性人工智能解决方案，使他们能够根据用户定制信息，从而提高广告点击率。这进一步巩固了 Meta 的高端广告定价能力。</p>
</div><p>While Meta Platforms' stock isn't as cheap as it was three years ago, its accelerated growth rate more than makes up for its modest premium. Its forward price-to-earnings (P/E) ratio of less than 25 is reasonable considering the many ways AI can expand a revenue base that already has a high floor, thanks to its advertising operations.</p>
<div class="lb-trans"><p>虽然 Meta Platforms 的股票现在并不像三年前那样便宜，但其加速的增长率完全弥补了其适度的溢价。考虑到人工智能可以通过广告业务扩展已经有高底线的收入基础，其前瞻市盈率（P/E）低于 25 是合理的。</p>
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Billionaire David Tepper Piled Into Nvidia, TSMC, and Intel, and Sold Shares of the No. 1 Artificial Intelligence (AI) Stock Among Billionaire Fund Managers

- 人工智能硬件和软件解决方案在华尔街备受关注，预计 2030 年全球 GDP 将增加 15.7 万亿美元。  
- 大卫·泰珀在第二季度增持 Nvidia、TSMC 和 Intel 股票，同时减持 Meta。  
- Meta 的广告收入高度依赖经济状况，可能面临未来挑战。  

亿万富翁大卫·泰珀大量买入英伟达、台积电和英特尔，同时出售了在亿万富翁基金经理中排名第一的人工智能股票