<h2><strong>不要害怕中期选举年</strong></h2>
<p>你可能听说过——甚至可能相信——那个老生常谈的说法：我们只使用大脑的 10%。</p>
<p>这句话很吸引人，容易记住。</p>
<p>但这完全是错误的。</p>
<p>然而人们仍然相信它，因为当某件事情被重复足够多次时，它开始让人感觉像是真相。</p>
<p>根据麻省理工学院麦戈文脑研究所的说法，人类每天都使用 100% 的大脑——只是并不是同时使用所有部分。</p>
<p>通过 MRI 和 PET 扫描，神经科学家们已经证明大脑的每个区域都有其功能，即使它们并不是同时活跃的。</p>
<p>10% 的神话之所以存在，是因为人们专注于听起来简单的部分，而忽视了其余部分。</p>
<p>当我看到最近关于中期选举年（总统四年任期中期举行的普选）是 “市场坏年” 的文章和社交媒体帖子时，这让我想起了这一点。</p>
<p>每当中期选举年到来时，投资者们就被警告要做好动荡的准备或减少风险。</p>
<p>这是来自 Seeking Alpha 的一个例子……</p>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/uploads/2025/12/image-41.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="604" height="131" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/uploads/2025/12/image-41.png"/></p>
<p>这个预测有一定的真实性。</p>
<p>你可能还记得 2022 年，当时市场下跌了 19%。或者 2018 年，市场经历了 6% 的下跌。</p>
<p>但你还记得 2014 年吗？那时市场上涨了 11%。或者 2010 年，市场上涨了 13%？</p>
<p><strong>投资者往往专注于听起来简单的部分。他们抓住少数几个坏年，忽视了整体情况。</strong></p>
<p>没有理由相信明年会是熊市。</p>
<p>今天，我将向你展示为什么我们的专家股票分析师团队仍然看涨，并分享两个开年不错的选股。</p>
<h2><strong>强劲的收益将持续</strong></h2>
<p>让我们从基本面开始，感谢投资传奇路易斯·纳维利尔。定期阅读《Digest》的读者知道，路易斯的量化系统是基于购买基本面优越的股票——那些具有正收益和收入增长的股票。</p>
<p>市场整体表现如何？路易斯最近为读者总结了这一点。</p>
<blockquote>
<p><em>现在第三季度收益公告季节已经正式结束，我们的现状是：根据 FactSet，83% 的标准普尔 500 公司发布了正收益惊喜，76% 实现了正收入惊喜。标准普尔 500 报告的平均收益惊喜为 6.6%，平均收入惊喜为 2%.</em></p>
<p><em>我还应该补充，标准普尔 500 在第三季度实现了 13.4% 的平均收益增长和 8.4% 的平均收入增长。因此，收益增长和收益惊喜达到了四年来的最高水平，而收入则达到了三年来的最高水平。</em></p>
<p><em>好消息是，预计收益和收入将在 2026 年加速增长。</em></p>
</blockquote>
<p>选择基本面优越的股票是路易斯在八月底选择 <strong>Robinhood (HOOD)</strong> 的原因。</p>
<p>在 11 月，该公司报告第三季度收入同比增长超过一倍，达到创纪录的 12.7 亿美元，超出预期的 12.2 亿美元。第三季度收益同比激增 270.7%，达到 5.56 亿美元，或每股 0.61 美元，而去年同期为 1.5 亿美元，或每股 0.17 美元。</p>
<p>自从路易斯的推荐以来，HOOD 上涨了超过 30%，在他的股票评分系统中仍然是 “A”。</p>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/uploads/2025/12/image-3.jpeg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="936" height="602" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/uploads/2025/12/image-3.jpeg"/></p>
<p><strong>人工智能大趋势持续</strong></p>
<p>科技投资专家卢克·兰戈指出，许多投资者情绪受到主流媒体头条的驱动，最近这些头条试图对人工智能大趋势表示怀疑。</p>
<p>来自_NPR_……</p>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/uploads/2025/12/image-43.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="652" height="88" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/uploads/2025/12/image-43.png"/></p>
<p>来自_华尔街日报_……</p>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/uploads/2025/12/image-44.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="775" height="96" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/uploads/2025/12/image-44.png"/></p>
<p>然而，对数据的任何有意义的审查都显示出积极的迹象。以下是卢克上周对他的订阅者关于市场行动的描述。</p>
<blockquote>
<p><em>当投资者专注于噪音时，真正的故事在表面之下展开：人工智能基本面在每一层都加速发展。</em></p>
<p><em>彭博社将其人工智能能力预测上调了 36%。英伟达锁定了一项 20 亿美元的设计协议。Credo 的收入增长超过 270%。Salesforce 的人工智能年经常性收入激增 330%。CrowdStrike、Guidewire、Rubrik、Samsara——都确认了真实合同和真实需求的同一趋势。</em></p>
<p><em>到周五，市场反应过来了。通胀保持稳定，降息的可能性增强，硬件订单加速，全球人工智能基础设施计划扩大。恐惧交易破裂，市场推向新高。</em></p>
<p><em>结论很简单：这次反弹不是节日魔法。它是由飙升的人工智能基础设施需求、激增的软件收入、更加友好的宏观环境以及政府日益选择赢家所推动的。</em></p>
</blockquote>
<p>卢克的一个推荐是他称之为 “美国核能支柱” 的股票。所有新的数据中心和芯片制造厂都需要大量新能量来供电，我们知道：1）OpenAI 的首席执行官萨姆·阿尔特曼对核能进行了大量投资并持乐观态度，2）微软希望用核能为其数据中心供电。</p>
<p><strong>BWX Technologies (BWXT)</strong> 是核能行业的主要组件供应商，自从卢克的推荐以来，该股票已经翻倍。</p>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/uploads/2025/12/image-46.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="975" height="627" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/uploads/2025/12/image-46.png"/></p>
<h2><strong>新赢家即将出现</strong></h2>
<p>经济学家埃德·亚尔德尼本周引起了关注。这位长期看好科技股的分析师宣布，他将不再关注 “七大奇迹” 科技公司，并预测更广泛市场将获得更大的收益。</p>
<p>亚尔德尼被_彭博社_引用说：</p>
<blockquote>
<p><em>“我们看到越来越多的竞争者来争夺 ‘七大奇迹’ 的丰厚利润，” 并预计标准普尔 500 的其他公司的生产力和利润率将受到科技的推动。</em></p>
</blockquote>
<p>我想知道他是否在阅读埃里克·弗莱的文章，后者已经引导他的读者进入这一轮换。</p>
<p>埃里克认为，每项投资都需要通过 “人工智能视角” 来看待。</p>
<p>我已经确定了四个不同的人工智能投资类别，每个类别提供不同的风险和回报。从今天起，您考虑的每只股票都应该属于这四个类别之一……</p>
<ul>
<li>人工智能构建者</li>
<li>人工智能赋能者</li>
<li>人工智能应用者</li>
<li>人工智能生存者</li>
</ul>
<p>Eric 将 “人工智能视角” 带入了他与 Louis 和 Luke 的年度合作中，推出了周一首发的 <strong><em>Power Portfolio</em></strong>。</p>
<p>如果您是 <em>Digest</em> 的新读者，<strong><em>Power Portfolio</em></strong> 是由 Louis、Luke 和 Eric 共同选择的年度 12 个月投资组合。他们共同努力，构建一个在一个日历年内超越市场的投资组合。</p>
<p>在 2025 年，<strong><em>Power Portfolio</em></strong> 实现了 31.6% 的收益，远超纳斯达克的 18.5% 增长，并且在同一时期内，标准普尔 500 指数和道琼斯的收益也翻了一番。</p>
<p><strong><em>Power Portfolio</em></strong> 在过去两年中每年都实现了超过 30% 的收益，累计回报率达到 74%，而标准普尔的两年回报率为 49%。</p>
<p>我们相信 2026 年将带来更多机会，前提是您知道在哪里寻找。科技公司正在向人工智能基础设施投资数十亿美元，而美国政府也将拨款数万亿来支持关键行业。</p>
<h2><strong>在投资时，考虑整体情况</strong></h2>
<p>不要依赖关于中期选举年的旧市场格言，因为 2026 年的现实正受到人工智能、盈利增长以及一代人中最强的世俗趋势的影响。</p>
<p>科学表明我们使用的是整个大脑——10% 的神话从未成立。投资者在中期选举年时也该停止只用 10% 的思维。</p>
<p>2026 年的一切都指向持续的牛市。这可能是对坚持投资者的巨大机会。</p>
<p>您仍然可以通过点击这里查看最新的 <strong><em>Power Portfolio 2026</em></strong> 演示的录音，以提前为未来的一年做好准备。</p>
<p>祝您周末愉快，</p>
<p>Luis Hernandez</p>
<p>首席编辑，InvestorPlace</p>

英伟达

赛富时

<p>投资专家对 2026 年的股市保持乐观，尽管普遍存在关于中期选举年对市场不利的误解。路易斯·纳维利尔（Louis Navellier）强调了强劲的盈利增长，标准普尔 500 指数中有 83% 的公司发布了积极的业绩超预期。罗宾汉（Robinhood，股票代码：HOOD）是一个热门选择，显示出显著的收入和盈利增长。科技专家卢克·兰戈（Luke Lango）强调了持续的人工智能大趋势，像英伟达（Nvidia）和赛富时（Salesforce）这样的公司显示出强劲的需求和增长。总体而言，专家们对 2026 年持乐观态度</p>

<h2><strong>Don’t Be Afraid of Mid-Term Years</strong></h2>
<div class="lb-trans"><h2><strong>不要害怕中期选举年</strong></h2>
</div><p>Chances are you’ve heard – and maybe even believed – the old claim that we only use 10% of our brains.</p>
<div class="lb-trans"><p>你可能听说过——甚至可能相信——那个老生常谈的说法：我们只使用大脑的 10%。</p>
</div><p>It’s catchy. It’s memorable.</p>
<div class="lb-trans"><p>这句话很吸引人，容易记住。</p>
</div><p>It’s completely wrong.</p>
<div class="lb-trans"><p>但这完全是错误的。</p>
</div><p>But people believe it anyway, because when something gets repeated enough, it starts to <em>feel</em> like the truth.</p>
<div class="lb-trans"><p>然而人们仍然相信它，因为当某件事情被重复足够多次时，它开始让人感觉像是真相。</p>
</div><p>According to the McGovern Institute for Brain Research at MIT, humans use 100% of the brain every day — just not all at the same time.</p>
<div class="lb-trans"><p>根据麻省理工学院麦戈文脑研究所的说法，人类每天都使用 100% 的大脑——只是并不是同时使用所有部分。</p>
</div><p>Through MRI and PET scans, neuroscientists have shown that every region of the brain has a function, even if it’s not active simultaneously.</p>
<div class="lb-trans"><p>通过 MRI 和 PET 扫描，神经科学家们已经证明大脑的每个区域都有其功能，即使它们并不是同时活跃的。</p>
</div><p>The 10% myth survives because people focus on the part that sounds simple and ignore the rest.</p>
<div class="lb-trans"><p>10% 的神话之所以存在，是因为人们专注于听起来简单的部分，而忽视了其余部分。</p>
</div><p>This came to mind as I’ve been seeing articles and social media posts recently that midterm election years (the general elections held near the midpoint of a president’s four-year term of office) are “bad years for the market.”</p>
<div class="lb-trans"><p>当我看到最近关于中期选举年（总统四年任期中期举行的普选）是 “市场坏年” 的文章和社交媒体帖子时，这让我想起了这一点。</p>
</div><p>Investors have been warned to brace for turbulence or pull back on risk every time a midterm year rolls around.</p>
<div class="lb-trans"><p>每当中期选举年到来时，投资者们就被警告要做好动荡的准备或减少风险。</p>
</div><p>Here is an example from Seeking Alpha…</p>
<div class="lb-trans"><p>这是来自 Seeking Alpha 的一个例子……</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/uploads/2025/12/image-41.png" alt="" original-src="https://investorplace.com/wp-content/uploads/2025/12/image-41.png"/></p>
<p>The projection has a grain of truth.</p>
<div class="lb-trans"><p>这个预测有一定的真实性。</p>
</div><p>You probably remember 2022, when the market was down 19%. Or 2018, when the market experienced a 6% decline.</p>
<div class="lb-trans"><p>你可能还记得 2022 年，当时市场下跌了 19%。或者 2018 年，市场经历了 6% 的下跌。</p>
</div><p>But do you also remember 2014? That’s when the market jumped 11%. Or what about 2010 when the market was up 13%?</p>
<div class="lb-trans"><p>但你还记得 2014 年吗？那时市场上涨了 11%。或者 2010 年，市场上涨了 13%？</p>
</div><p><strong>Investors often focus on the part that sounds simple. They latch onto the handful of bad years and overlook the full picture.</strong></p>
<div class="lb-trans"><p><strong>投资者往往专注于听起来简单的部分。他们抓住少数几个坏年，忽视了整体情况。</strong></p>
</div><p>There’s no reason to believe next year will be bearish.</p>
<div class="lb-trans"><p>没有理由相信明年会是熊市。</p>
</div><p>Today, I’ll show you why our group of expert stock analysts is still bullish, and I’ll share two picks to start the year right.</p>
<div class="lb-trans"><p>今天，我将向你展示为什么我们的专家股票分析师团队仍然看涨，并分享两个开年不错的选股。</p>
</div><h2><strong>Strong Earnings Set to Continue</strong></h2>
<div class="lb-trans"><h2><strong>强劲的收益将持续</strong></h2>
</div><p>Let’s start with the fundamentals, courtesy of investing legend Louis Navellier. Regular <em>Digest</em> readers know Louis’ quantitative system is based on buying fundamentally superior stocks – those with positive earnings and revenue growth.</p>
<div class="lb-trans"><p>让我们从基本面开始，感谢投资传奇路易斯·纳维利尔。定期阅读《Digest》的读者知道，路易斯的量化系统是基于购买基本面优越的股票——那些具有正收益和收入增长的股票。</p>
</div><p>How is the market doing overall? Louis summarized this for readers recently.</p>
<div class="lb-trans"><p>市场整体表现如何？路易斯最近为读者总结了这一点。</p>
</div><blockquote>
<p><em>Now that the third-quarter earnings announcement season has officially wrapped up, here is where we stand: According to FactSet, 83% of S&amp;P 500 companies posted a positive earnings surprise and 76% achieved a positive revenue surprise. The S&amp;P 500 reported a 6.6% average earnings surprise and a 2% average revenue surprise.</em></p>
<p><em>I should add that the S&amp;P 500 achieved 13.4% average earnings growth and 8.4% average revenue growth for the third quarter. So, earnings growth and earnings surprises are at the highest pace in four years, while revenue is running at its highest pace in three years.</em></p>
<p><em>And the great news is that earnings and revenue are forecast to accelerate in 2026.</em></p>
</blockquote>
<div class="lb-trans"><blockquote>
<p><em>现在第三季度收益公告季节已经正式结束，我们的现状是：根据 FactSet，83% 的标准普尔 500 公司发布了正收益惊喜，76% 实现了正收入惊喜。标准普尔 500 报告的平均收益惊喜为 6.6%，平均收入惊喜为 2%.</em></p>
<p><em>我还应该补充，标准普尔 500 在第三季度实现了 13.4% 的平均收益增长和 8.4% 的平均收入增长。因此，收益增长和收益惊喜达到了四年来的最高水平，而收入则达到了三年来的最高水平。</em></p>
<p><em>好消息是，预计收益和收入将在 2026 年加速增长。</em></p>
</blockquote>
</div><p>Picking fundamentally superior stocks is what led Louis to choose <strong>Robinhood (HOOD)</strong> in late August.</p>
<div class="lb-trans"><p>选择基本面优越的股票是路易斯在八月底选择 <strong>Robinhood (HOOD)</strong> 的原因。</p>
</div><p>In November, the company reported third-quarter revenue more than doubled year-over-year to a record $1.27 billion, surpassing estimates for $1.22 billion. Third-quarter earnings surged 270.7% year-over-year to $556 million, or $0.61 per share, compared to $150 million, or $0.17 per share, in the same quarter a year ago.</p>
<div class="lb-trans"><p>在 11 月，该公司报告第三季度收入同比增长超过一倍，达到创纪录的 12.7 亿美元，超出预期的 12.2 亿美元。第三季度收益同比激增 270.7%，达到 5.56 亿美元，或每股 0.61 美元，而去年同期为 1.5 亿美元，或每股 0.17 美元。</p>
</div><p>Since Louis’ pick, HOOD is up more than 30% and is still an “A” in his Stock Grader system.</p>
<div class="lb-trans"><p>自从路易斯的推荐以来，HOOD 上涨了超过 30%，在他的股票评分系统中仍然是 “A”。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/uploads/2025/12/image-3.jpeg" alt="" original-src="https://investorplace.com/wp-content/uploads/2025/12/image-3.jpeg"/></p>
<p><strong>The AI Megatrend Continues</strong></p>
<div class="lb-trans"><p><strong>人工智能大趋势持续</strong></p>
</div><p>Tech investing expert Luke Lango noted that a lot of investor sentiment is driven by mainstream media headlines that lately have tried to cast doubt on the AI megatrend.</p>
<div class="lb-trans"><p>科技投资专家卢克·兰戈指出，许多投资者情绪受到主流媒体头条的驱动，最近这些头条试图对人工智能大趋势表示怀疑。</p>
</div><p>From <em>NPR</em>…</p>
<div class="lb-trans"><p>来自_NPR_……</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/uploads/2025/12/image-43.png" alt="" original-src="https://investorplace.com/wp-content/uploads/2025/12/image-43.png"/></p>
<p>From <em>The Wall Street Journal</em>…</p>
<div class="lb-trans"><p>来自_华尔街日报_……</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/uploads/2025/12/image-44.png" alt="" original-src="https://investorplace.com/wp-content/uploads/2025/12/image-44.png"/></p>
<p>However, any meaningful examination of the data reveals positive signs. Here is what Luke wrote to his subscribers about the market action last week.</p>
<div class="lb-trans"><p>然而，对数据的任何有意义的审查都显示出积极的迹象。以下是卢克上周对他的订阅者关于市场行动的描述。</p>
</div><blockquote>
<p><em>While investors fixated on the noise, the real story played out under the surface: AI fundamentals accelerated across every layer of the stack.</em></p>
<p><em>Bloomberg raised its AI power forecast by 36%. Nvidia locked in a $2 billion design deal. Credo posted 270%+ revenue growth. Salesforce’s AI ARR surged 330%. CrowdStrike, Guidewire, Rubrik, Samsara — all confirming the same trend of real contracts and real demand.</em></p>
<p><em>By Friday, the tape caught on. Inflation stayed stable, rate-cut odds firmed, hardware orders accelerated, and global AI infrastructure plans expanded. The fear trade broke, and the market pushed to new highs.</em></p>
<p><em>The takeaway is simple: this rally isn’t holiday magic. It’s being powered by soaring AI infrastructure demand, surging software revenue, a friendlier macro backdrop, and a government increasingly picking winners.</em></p>
</blockquote>
<div class="lb-trans"><blockquote>
<p><em>当投资者专注于噪音时，真正的故事在表面之下展开：人工智能基本面在每一层都加速发展。</em></p>
<p><em>彭博社将其人工智能能力预测上调了 36%。英伟达锁定了一项 20 亿美元的设计协议。Credo 的收入增长超过 270%。Salesforce 的人工智能年经常性收入激增 330%。CrowdStrike、Guidewire、Rubrik、Samsara——都确认了真实合同和真实需求的同一趋势。</em></p>
<p><em>到周五，市场反应过来了。通胀保持稳定，降息的可能性增强，硬件订单加速，全球人工智能基础设施计划扩大。恐惧交易破裂，市场推向新高。</em></p>
<p><em>结论很简单：这次反弹不是节日魔法。它是由飙升的人工智能基础设施需求、激增的软件收入、更加友好的宏观环境以及政府日益选择赢家所推动的。</em></p>
</blockquote>
</div><p>One of Luke’s picks to benefit is a stock he called “America’s Nuclear Backbone.” All new data centers and chip fabrication plants will require a lot of new energy to power them, and we know that: 1) Sam Altman, the CEO of OpenAI, is heavily invested in and bullish on nuclear energy, and 2) Microsoft wants to power its data centers with nuclear energy.</p>
<div class="lb-trans"><p>卢克的一个推荐是他称之为 “美国核能支柱” 的股票。所有新的数据中心和芯片制造厂都需要大量新能量来供电，我们知道：1）OpenAI 的首席执行官萨姆·阿尔特曼对核能进行了大量投资并持乐观态度，2）微软希望用核能为其数据中心供电。</p>
</div><p><strong>BWX Technologies (BWXT)</strong> is the primary supplier of components to the nuclear energy industry, and since Luke’s recommendation, the stock has doubled.</p>
<div class="lb-trans"><p><strong>BWX Technologies (BWXT)</strong> 是核能行业的主要组件供应商，自从卢克的推荐以来，该股票已经翻倍。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/uploads/2025/12/image-46.png" alt="" original-src="https://investorplace.com/wp-content/uploads/2025/12/image-46.png"/></p>
<h2><strong>New Winners on the Horizon</strong></h2>
<div class="lb-trans"><h2><strong>新赢家即将出现</strong></h2>
</div><p>Economist Ed Yardeni made news this week. The long-time big tech bull announced that he was shifting away from the Magnificent 7 tech companies and projecting bigger gains for the broader market.</p>
<div class="lb-trans"><p>经济学家埃德·亚尔德尼本周引起了关注。这位长期看好科技股的分析师宣布，他将不再关注 “七大奇迹” 科技公司，并预测更广泛市场将获得更大的收益。</p>
</div><p>Yardeni was quoted by <em>Bloomberg</em>:</p>
<div class="lb-trans"><p>亚尔德尼被_彭博社_引用说：</p>
</div><blockquote>
<p><em>“We see more competitors coming for the juicy profit margins of the Magnificent 7,” and expect that the productivity and profit margins of the rest of the S&amp;P 500 will be boosted by tech.</em></p>
</blockquote>
<div class="lb-trans"><blockquote>
<p><em>“我们看到越来越多的竞争者来争夺 ‘七大奇迹’ 的丰厚利润，” 并预计标准普尔 500 的其他公司的生产力和利润率将受到科技的推动。</em></p>
</blockquote>
</div><p>I wondered if he had been reading Eric Fry, who has already steered his readers into this rotation.</p>
<div class="lb-trans"><p>我想知道他是否在阅读埃里克·弗莱的文章，后者已经引导他的读者进入这一轮换。</p>
</div><p>Eric believes that every investment needs to be seen through an “AI Lens.”</p>
<div class="lb-trans"><p>埃里克认为，每项投资都需要通过 “人工智能视角” 来看待。</p>
</div><blockquote>
<p><em>I’ve identified four distinct AI investment categories, each of which offers different levels of risk and reward. From this day forward, every stock you consider should fall into one of these four categories…</em></p>
<ul>
<li><em>AI Builders</em></li>
<li><em>AI Enablers</em></li>
<li><em>AI Appliers</em></li>
<li><em>AI Survivors</em></li>
</ul>
</blockquote>
<div class="lb-trans"><p>我已经确定了四个不同的人工智能投资类别，每个类别提供不同的风险和回报。从今天起，您考虑的每只股票都应该属于这四个类别之一……</p>
<ul>
<li>人工智能构建者</li>
<li>人工智能赋能者</li>
<li>人工智能应用者</li>
<li>人工智能生存者</li>
</ul>
</div><p>Eric brought that “AI Lens” to his annual team-up with Louis and Luke for the <strong><em>Power Portfolio</em></strong> that debuted Monday.</p>
<div class="lb-trans"><p>Eric 将 “人工智能视角” 带入了他与 Louis 和 Luke 的年度合作中，推出了周一首发的 <strong><em>Power Portfolio</em></strong>。</p>
</div><p>If you’re new to the <em>Digest</em>, <strong><em>Power Portfolio</em></strong> is the annual 12-month portfolio chosen by Louis, Luke and Eric. They all work together to build a portfolio to outperform the market over one calendar year.</p>
<div class="lb-trans"><p>如果您是 <em>Digest</em> 的新读者，<strong><em>Power Portfolio</em></strong> 是由 Louis、Luke 和 Eric 共同选择的年度 12 个月投资组合。他们共同努力，构建一个在一个日历年内超越市场的投资组合。</p>
</div><p>In 2025, the <strong><em>Power Portfolio</em></strong> gained 31.6%, far outpacing the Nasdaq’s 18.5% gain, and more than doubling the gains for the S&amp;P 500 index and the Dow over the same period.</p>
<div class="lb-trans"><p>在 2025 年，<strong><em>Power Portfolio</em></strong> 实现了 31.6% 的收益，远超纳斯达克的 18.5% 增长，并且在同一时期内，标准普尔 500 指数和道琼斯的收益也翻了一番。</p>
</div><p><strong><em>Power Portfolio</em></strong> has delivered gains of more than 30% in each of the last two years, resulting in a compound return of 74%, compared to a two-year return of 49% for the S&amp;P.</p>
<div class="lb-trans"><p><strong><em>Power Portfolio</em></strong> 在过去两年中每年都实现了超过 30% 的收益，累计回报率达到 74%，而标准普尔的两年回报率为 49%。</p>
</div><p>We believe 2026 will bring even more opportunities, provided you know where to look. Tech companies are investing billions of dollars in artificial intelligence infrastructure, and the U.S. government is set to allocate trillions to support critical industries.</p>
<div class="lb-trans"><p>我们相信 2026 年将带来更多机会，前提是您知道在哪里寻找。科技公司正在向人工智能基础设施投资数十亿美元，而美国政府也将拨款数万亿来支持关键行业。</p>
</div><h2><strong>When It Comes To Investing, Consider the Entire Picture</strong></h2>
<div class="lb-trans"><h2><strong>在投资时，考虑整体情况</strong></h2>
</div><p>Don’t rely on old market saws about midterm years when the reality of 2026 is being shaped by AI, earnings growth, and one of the strongest secular trends in a generation.</p>
<div class="lb-trans"><p>不要依赖关于中期选举年的旧市场格言，因为 2026 年的现实正受到人工智能、盈利增长以及一代人中最强的世俗趋势的影响。</p>
</div><p>Science shows we use our whole brain — the 10% myth was never true. And it’s time investors stopped using 10% of their thinking when it comes to midterm election years.</p>
<div class="lb-trans"><p>科学表明我们使用的是整个大脑——10% 的神话从未成立。投资者在中期选举年时也该停止只用 10% 的思维。</p>
</div><p>Everything about 2026 points to a continuing bull market in 2026. It could be a massive opportunity for investors who stay the course.</p>
<div class="lb-trans"><p>2026 年的一切都指向持续的牛市。这可能是对坚持投资者的巨大机会。</p>
</div><p>You can still view a recording of the latest <strong><em>Power Portfolio 2026</em></strong> presentation to get a head start on that year ahead by clicking here.</p>
<div class="lb-trans"><p>您仍然可以通过点击这里查看最新的 <strong><em>Power Portfolio 2026</em></strong> 演示的录音，以提前为未来的一年做好准备。</p>
</div><p>Enjoy your weekend,</p>
<div class="lb-trans"><p>祝您周末愉快，</p>
</div><p>Luis Hernandez</p>
<div class="lb-trans"><p>Luis Hernandez</p>
</div><p>Editor in Chief, InvestorPlace</p>
<div class="lb-trans"><p>首席编辑，InvestorPlace</p>
</div>

Two Stocks for a Bullish 2026

- 文章探讨了中期选举年对市场的影响，指出投资者常忽视整体数据。  
- 2022 年市场下跌 19%，但 2010 年和 2014 年分别上涨 13% 和 11%。  
- 预计 2026 年将继续出现牛市，投资者应关注 AI 和盈利增长。

2026 年看涨的两只股票