<p><img src="https://imageproxy.pbkrs.com/https://talkmarkets.com/user_content/ckimages/orig_steve-johnson-_0iv9lmpdn0-unsplash.webp?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://talkmarkets.com/user_content/ckimages/orig_steve-johnson-_0iv9lmpdn0-unsplash.webp"/></p>
<p><em>照片由 Steve Johnson 提供，来源于 Unsplash</em></p>
<p>每周，主持人兼 Zacks 股票策略师 Tracey Ryniec 将邀请嘉宾讨论股票、债券和 ETF 的热门投资话题，以及这些话题如何影响你的生活。</p>
<p>本周，Tracey 将独自讨论投资者如何利用 Zacks Rank 系统找到现在可以购买的隐藏宝石 AI 股票。</p>
<p>所有投资者都知道顶级 AI 股票，如 NVIDIA Corp. 和 Palantir。但 AI 革命的故事不仅仅涉及这些巨头公司。</p>
<p>AI 基础设施必须建立，这包括建设数据中心、为其降温、内部装配机架和芯片，以及寻找电力以保持其运行。</p>
<p>参与 AI 基础设施建设的公司比你想象的要多。</p>
<p>但你如何找到它们呢？如果你在寻找 AI 股票，NVIDIA 是一个显而易见的投资选择。</p>
<p>但你如何找到那些鲜为人知的隐藏宝石呢？</p>
<h3><strong>查看 Zacks Rank #1（强烈买入）股票</strong></h3>
<p>Zacks Rank 是一种短期推荐，时间为 1 到 3 个月，关注分析师盈利预期的修订。如果更多分析师在过去一周或 30 天内上调了他们的盈利预期，那么它就越看涨。</p>
<p>在本期播客录制时，有 209 只股票被评为 Zacks Rank #1（强烈买入）股票。这是最高的 Zacks Rank。</p>
<h3><strong>如何找到具有最高 Zacks Rank 的 AI 股票？</strong></h3>
<p>不幸的是，并没有所谓的 “AI 革命” 行业或部门。这本来会让事情变得简单。AI 股票分布在多个行业，从半导体到建筑、工程和电子产品。有些可能在你从未想过会涉及 AI 的行业中。</p>
<p>Tracey 必须手动查看每只个股，以确定它们是否参与了 AI 革命。</p>
<h3><strong>现在值得购买的 3 只顶级 AI 股票</strong></h3>
<p><strong>1. Everus Construction Group</strong>(ECG - 免费报告)</p>
<p>Everus Construction 是一家建筑服务提供商，市值为 51 亿美元。其电气与机械部门在第三季度增长了 42.9%，达到 7.673 亿美元，得益于数据中心子市场的持续增长。</p>
<p>有人提到数据中心吗？</p>
<p>Everus Construction 的股票年初至今上涨了 43.8%，创下历史新高。预计今年盈利将增长 27.8%。Everus 的前瞻市盈率（P/E）为 27.9。</p>
<p>Everus 是一只 Zacks Rank #1（强烈买入）股票。</p>
<p>投资者是否应该将 Everus 列入他们的短名单？</p>
<p><strong>2. Comfort Systems USA, Inc.</strong>(FIX - 免费报告)</p>
<p>Comfort Systems 是一家在机械、电气、模块化和管道建筑系统方面提供建筑和服务的公司。它是一家市值 337 亿美元的大型公司。</p>
<p>数据中心需要供电和降温。Comfort Systems 是一只隐藏的 AI 宝石股票。</p>
<p>在 2025 年第三季度，Comfort Systems 报告了 93.8 亿美元的积压订单。这是该公司首次积压订单超过 90 亿美元。</p>
<p>Comfort Systems 的股票年初至今飙升了 127%，创下历史新高。它并不便宜，前瞻市盈率为 36.3。市盈率超过 30 被认为是昂贵的。</p>
<p>但预计 Comfort Systems 今年的盈利将增长 80%。</p>
<p>Comfort Systems 是否应该在你的短名单上？</p>
<p><strong>3. Allient Inc.</strong>(ALNT - 免费报告)</p>
<p>Allient 是一家全球工程和制造公司。在 2025 年第三季度，它实现了两位数的收入增长和 33.3% 的创纪录毛利率。由于对 HVAC/数据中心电力解决方案的强劲需求，工业市场收入在第三季度增长了 20%。</p>
<p>Allient 是一家市值 8.87 亿美元的小型公司。它属于 Zacks 的电子行业 - 杂项组件。</p>
<p>Allient 的股票年初至今上涨了 117.1%。预计 2025 年盈利将增长 35.6%。Allient 的市盈率为 25.9，具有吸引力。</p>
<p>这家小型工程公司是否应该在你的 AI 短名单上？</p>
<p>关于使用 Zacks Rank 找到顶级 AI 股票，你还应该知道什么？</p>
<p><em>视频时长：00:45:29</em></p>
<hr/>
<p><em>更多来自此作者的内容：</em></p>
<p>3 只排名最高的股票，代表最佳中的最佳</p>
<p>3 只红热增长股票，值得关注</p>
<p>3 只顶级股票，不是大魔法 7</p>

美国舒适系统公司

ALNT

<p>Zacks 的 Tracey Ryniec 讨论了如何使用 Zacks Rank 系统寻找隐藏的优质 AI 股票。她强调了三只股票：Everus Construction Group、Comfort Systems USA 和 Allient Inc。这些公司涉及 AI 基础设施，并且显示出显著的增长。Everus Construction 年初至今上涨了 43.8%，Comfort Systems USA 年初至今上涨了 127%，而 Allient Inc.年初至今上涨了 117.1%。这三只股票均为 Zacks Rank #1（强力买入）股票</p>

<p><img src="https://imageproxy.pbkrs.com/https://talkmarkets.com/user_content/ckimages/orig_steve-johnson-_0iv9lmpdn0-unsplash.webp" alt="" original-src="https://talkmarkets.com/user_content/ckimages/orig_steve-johnson-_0iv9lmpdn0-unsplash.webp"/></p>
<p><em>Photo by Steve Johnson on Unsplash</em></p>
<div class="lb-trans"><p><em>照片由 Steve Johnson 提供，来源于 Unsplash</em></p>
</div><p>Every week, host and Zacks stock strategist, Tracey Ryniec, will be joined by guests to discuss the hottest investing topics in stocks, bonds, and ETFs and how it impacts your life.</p>
<div class="lb-trans"><p>每周，主持人兼 Zacks 股票策略师 Tracey Ryniec 将邀请嘉宾讨论股票、债券和 ETF 的热门投资话题，以及这些话题如何影响你的生活。</p>
</div><p>This week, Tracey is going solo to discuss how investors can use the Zacks Rank system to find hidden gem AI stocks to buy right now.</p>
<div class="lb-trans"><p>本周，Tracey 将独自讨论投资者如何利用 Zacks Rank 系统找到现在可以购买的隐藏宝石 AI 股票。</p>
</div><p>All investors know the top AI stocks such as NVIDIA Corp. and Palantir. But the AI Revolution story involves more than just these mega-cap companies.</p>
<div class="lb-trans"><p>所有投资者都知道顶级 AI 股票，如 NVIDIA Corp. 和 Palantir。但 AI 革命的故事不仅仅涉及这些巨头公司。</p>
</div><p>The AI infrastructure must be built out and that includes building data centers, cooling them, building out the interiors with racks and chips, and finding the power to keep them operating.</p>
<div class="lb-trans"><p>AI 基础设施必须建立，这包括建设数据中心、为其降温、内部装配机架和芯片，以及寻找电力以保持其运行。</p>
</div><p>There are more companies involved in the AI infrastructure build-out than you might think.</p>
<div class="lb-trans"><p>参与 AI 基础设施建设的公司比你想象的要多。</p>
</div><p>But how do you find them? NVIDIA is an obvious investment if you’re looking for an AI stock.</p>
<div class="lb-trans"><p>但你如何找到它们呢？如果你在寻找 AI 股票，NVIDIA 是一个显而易见的投资选择。</p>
</div><p>But how do you find the hidden gems that few know about?</p>
<div class="lb-trans"><p>但你如何找到那些鲜为人知的隐藏宝石呢？</p>
</div><h3><strong>Look at the Zacks Rank #1 (Strong Buy) Stocks</strong></h3>
<div class="lb-trans"><h3><strong>查看 Zacks Rank #1（强烈买入）股票</strong></h3>
</div><p>The Zacks Rank is a short-term recommendation of just 1 to 3 months that looks at revisions to analyst earnings estimates. If more analysts are revising their earnings estimates higher in the last week or 30 days, the more bullish it is.</p>
<div class="lb-trans"><p>Zacks Rank 是一种短期推荐，时间为 1 到 3 个月，关注分析师盈利预期的修订。如果更多分析师在过去一周或 30 天内上调了他们的盈利预期，那么它就越看涨。</p>
</div><p>At the time of this podcast, there were 209 stocks that were Zacks Rank #1 (Strong Buy) stocks. This is the top Zacks Rank.</p>
<div class="lb-trans"><p>在本期播客录制时，有 209 只股票被评为 Zacks Rank #1（强烈买入）股票。这是最高的 Zacks Rank。</p>
</div><h3><strong>How Do You Find AI Stocks with the Top Zacks Rank?</strong></h3>
<div class="lb-trans"><h3><strong>如何找到具有最高 Zacks Rank 的 AI 股票？</strong></h3>
</div><p>Unfortunately, there is no “AI Revolution” industry or sector. That would have made it easy. The AI stocks are in numerous industries from semiconductors, to construction, to engineering, and to electronics. Some may be in industries that you would never think would be involved in AI at all.</p>
<div class="lb-trans"><p>不幸的是，并没有所谓的 “AI 革命” 行业或部门。这本来会让事情变得简单。AI 股票分布在多个行业，从半导体到建筑、工程和电子产品。有些可能在你从未想过会涉及 AI 的行业中。</p>
</div><p>Tracey had to manually look at each individual stock to see if they were involved in the AI Revolution.</p>
<div class="lb-trans"><p>Tracey 必须手动查看每只个股，以确定它们是否参与了 AI 革命。</p>
</div><h3><strong>3 Top AI Stocks to Buy Now</strong></h3>
<div class="lb-trans"><h3><strong>现在值得购买的 3 只顶级 AI 股票</strong></h3>
</div><p><strong>1. Everus Construction Group</strong>(ECG - Free Report)</p>
<div class="lb-trans"><p><strong>1. Everus Construction Group</strong>(ECG - 免费报告)</p>
</div><p>Everus Construction is a construction services provider with a market cap of $5.1 billion. It’s Electrical &amp; Mechanical segment was up 42.9% to $767.3 million in the third quarter, due to continued growth in the data center submarket.</p>
<div class="lb-trans"><p>Everus Construction 是一家建筑服务提供商，市值为 51 亿美元。其电气与机械部门在第三季度增长了 42.9%，达到 7.673 亿美元，得益于数据中心子市场的持续增长。</p>
</div><p>Did someone say data center?</p>
<div class="lb-trans"><p>有人提到数据中心吗？</p>
</div><p>Shares of Everus Construction are up 43.8% year-to-date to a new all-time high. Earnings are expected to rise 27.8% this year. Everus has a forward price-to-earnings (P/E) ratio of 27.9.</p>
<div class="lb-trans"><p>Everus Construction 的股票年初至今上涨了 43.8%，创下历史新高。预计今年盈利将增长 27.8%。Everus 的前瞻市盈率（P/E）为 27.9。</p>
</div><p>Everus is a Zacks Rank #1 (Strong Buy) stock.</p>
<div class="lb-trans"><p>Everus 是一只 Zacks Rank #1（强烈买入）股票。</p>
</div><p>Should investors have Everus on their short list?</p>
<div class="lb-trans"><p>投资者是否应该将 Everus 列入他们的短名单？</p>
</div><p><strong>2. Comfort Systems USA, Inc.</strong>(FIX - Free Report)</p>
<div class="lb-trans"><p><strong>2. Comfort Systems USA, Inc.</strong>(FIX - 免费报告)</p>
</div><p>Comfort Systems is a building and service provider in mechanical, electrical, modular and plumbing building systems. It is a large cap company with a market cap of $33.7 billion.</p>
<div class="lb-trans"><p>Comfort Systems 是一家在机械、电气、模块化和管道建筑系统方面提供建筑和服务的公司。它是一家市值 337 亿美元的大型公司。</p>
</div><p>Data centers need to be powered and cooled. Comfort Systems is a hidden gem AI play.</p>
<div class="lb-trans"><p>数据中心需要供电和降温。Comfort Systems 是一只隐藏的 AI 宝石股票。</p>
</div><p>In the third quarter of 2025, Comfort Systems reported a backlog of $9.38 billion. It was the first time the backlog had ever been over $9 billion.</p>
<div class="lb-trans"><p>在 2025 年第三季度，Comfort Systems 报告了 93.8 亿美元的积压订单。这是该公司首次积压订单超过 90 亿美元。</p>
</div><p>Shares of Comfort Systems have soared 127% year-to-date to new all-time highs. It’s not cheap, with a forward P/E ratio of 36.3. A P/E over 30 is considered expensive.</p>
<div class="lb-trans"><p>Comfort Systems 的股票年初至今飙升了 127%，创下历史新高。它并不便宜，前瞻市盈率为 36.3。市盈率超过 30 被认为是昂贵的。</p>
</div><p>But Comfort Systems is expected to grow its earnings by 80% this year.</p>
<div class="lb-trans"><p>但预计 Comfort Systems 今年的盈利将增长 80%。</p>
</div><p>Should Comfort Systems be on your short list?</p>
<div class="lb-trans"><p>Comfort Systems 是否应该在你的短名单上？</p>
</div><p><strong>3. Allient Inc.</strong>(ALNT - Free Report)</p>
<div class="lb-trans"><p><strong>3. Allient Inc.</strong>(ALNT - 免费报告)</p>
</div><p>Allient is a global engineering and manufacturing company. In the third quarter of 2025 it had double-digit revenue growth and record gross margin of 33.3%. The industrial market revenue was up 20% in Q3 due to strong demand for power solutions in HVAC/data center.</p>
<div class="lb-trans"><p>Allient 是一家全球工程和制造公司。在 2025 年第三季度，它实现了两位数的收入增长和 33.3% 的创纪录毛利率。由于对 HVAC/数据中心电力解决方案的强劲需求，工业市场收入在第三季度增长了 20%。</p>
</div><p>Allient is a small cap company with a market cap of $887 million. It’s in the Zacks industry of Electronics – Miscellaneous Components.</p>
<div class="lb-trans"><p>Allient 是一家市值 8.87 亿美元的小型公司。它属于 Zacks 的电子行业 - 杂项组件。</p>
</div><p>Shares of Allient are up 117.1% year-to-date. Earnings are expected to rise 35.6% in 2025. Allient has an attractive P/E ratio of 25.9.</p>
<div class="lb-trans"><p>Allient 的股票年初至今上涨了 117.1%。预计 2025 年盈利将增长 35.6%。Allient 的市盈率为 25.9，具有吸引力。</p>
</div><p>Should this small cap engineering company be on your AI short list?</p>
<div class="lb-trans"><p>这家小型工程公司是否应该在你的 AI 短名单上？</p>
</div><p>What Else Should You Know About Using the Zacks Rank to Find Top AI Stocks?</p>
<div class="lb-trans"><p>关于使用 Zacks Rank 找到顶级 AI 股票，你还应该知道什么？</p>
</div><p><em>Video Length: 00:45:29</em></p>
<div class="lb-trans"><p><em>视频时长：00:45:29</em></p>
</div><hr/>
<div class="lb-trans"><hr/>
</div><p><em>More By This Author:</em></p>
<div class="lb-trans"><p><em>更多来自此作者的内容：</em></p>
</div><p>3 Top Ranked Stocks That Are The Best Of The Best</p>
<div class="lb-trans"><p>3 只排名最高的股票，代表最佳中的最佳</p>
</div><p>3 Red-Hot Growth Stocks For Your Watch List</p>
<div class="lb-trans"><p>3 只红热增长股票，值得关注</p>
</div><p>3 Top Stocks That Aren't the Mag 7</p>
<div class="lb-trans"><p>3 只顶级股票，不是大魔法 7</p>
</div>

3 只现在值得购买的潜力 AI 股票