<h2>关键点</h2>
<ul>
<li>纳斯达克综合指数今年大幅下跌，因为投资者将资金从大型科技股中撤出。</li>
<li>尽管人工智能股票经历了剧烈波动，但有些股票现在的估值却非常有吸引力。</li>
<li>鉴于其估值下滑与强劲的增长轨迹之间的差异，Nvidia、Microsoft 和 Amazon 看起来颇具吸引力。</li>
<li>我们更看好的 10 只股票 ›</li>
</ul>
<p>在 3 月 26 日，<strong>纳斯达克综合指数</strong>（NASDAQINDEX: ^IXIC）正式进入调整区间，交易价格比近期高点低超过 10%。这种下行压力并不是由单一叙事驱动，而是由多种逆风因素共同作用，包括持续的通货膨胀、关税、消费者焦虑、资金从成长股的轮换以及地缘政治等。</p>
<p>虽然这样的下跌在当下看起来很戏剧化，但从历史上看，它们往往提供了丰厚的买入机会。请记住，调整并不是崩盘——它们是重置。拥有充足资金的投资者应该将这些时刻视为以优惠价格购买优质公司的稀有邀请。</p>
<p><em><strong>人工智能会创造出世界上第一个万亿富翁吗？</strong> 我们的团队刚刚发布了一份关于一家鲜为人知的公司报告，该公司被称为 “不可或缺的垄断”，提供 Nvidia 和 Intel 都需要的关键技术。<strong>继续 »</strong></em></p>
<p>当然，买入下跌的策略只有在选择正确的公司时才会成功。无差别地追逐那些跌幅最大的股票，仅仅因为它们下跌得最厉害，这是一种经典的价值陷阱。</p>
<p>在调整期间，真正值得购买的股票是那些具有竞争优势、复合收益能力和持久增长潜力的公司，这些潜力可能会超越当前的新闻周期。考虑到这些标准，以下是三只值得认真考虑纳入您投资组合的纳斯达克股票。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg2Mzc5Mi9nZXR0eWltYWdlcy0xMjYyMzI3MzU4LTMuanBnAjZ3PTcwMA?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-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg2Mzc5Mi9nZXR0eWltYWdlcy0xMjYyMzI3MzU4LTMuanBnAjZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. Nvidia</h2>
<p>没有哪家公司比 <strong>Nvidia</strong>（NASDAQ: NVDA）在人工智能（AI）基础设施建设中更为核心。该公司每个季度都在创造创纪录的收入和利润。此外，Nvidia 的订单量达到 1 万亿美元，为其未来几年的持续增长提供了强有力的可见性。</p>
<p>然而，Nvidia 股票目前的前瞻市盈率低于 <strong>标普 500</strong>。在过去 13 年中，它从未以如此低的水平交易。聪明的投资者会将 Nvidia 的基本表现与其估值之间的脱节视为一个机会。</p>
<p>从基本面来看，Nvidia 的 Blackwell 和 Vera Rubin 芯片的需求情况并没有因为投资者在头条新闻中看到的任何宏观经济因素而改变。换句话说，人工智能巨头并没有因为关税问题而暂停数据中心的建设计划。同时，欧洲和中东的主权人工智能项目仍在加速推进。实际上，Nvidia 的竞争护城河非常深厚。该公司的 CUDA 软件生态系统经过多年构建，并不是其竞争对手在一个产品周期内能够复制的。</p>
<p>目前，似乎唯一影响成长股（包括 Nvidia）的因素是市场情绪。然而，从长远来看，情绪往往会回归均值，因为具有强劲盈利质量的公司最终会重新获得溢价估值。</p>
<p>如果您将人工智能资本支出繁荣视为一个多年的超级周期，那么在调整折扣中购买 Nvidia 的机会无疑是目前投资者可用的最明显的不对称投资。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg2Mzc5Mi9udmlkaWEtaGVhZHF1YXJ0ZXJzLW91dHNpZGUtd2l0aC1ibGFjay1udmlkaWEtc2lnbi13aXRoLW52aWRpYS1sb2dvLTE2LmpwZwI2dz03MDA?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-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg2Mzc5Mi9udmlkaWEtaGVhZHF1YXJ0ZXJzLW91dHNpZGUtd2l0aC1ibGFjay1udmlkaWEtc2lnbi13aXRoLW52aWRpYS1sb2dvLTE2LmpwZwI2dz03MDA"/></p>
<p>图片来源：Nvidia。</p>
<h2>2. Microsoft</h2>
<p>多年来，<strong>Microsoft</strong>（NASDAQ: MSFT）一直是蓝筹股的定义。虽然没有什么花哨的，但至少该公司凭借其广泛的生态系统提供了稳定可靠的现金流，涵盖个人计算、企业软件、游戏和云基础设施。</p>
<p>然后在 2022 年底，随着公司对 OpenAI 的数十亿美元投资，Microsoft 迎来了转机。自从 Microsoft 开始在其各种服务和设备中整合 ChatGPT 和人工智能驱动的服务以来，其 Azure 平台已经发展成为与亚马逊网络服务（AWS）竞争的巨头。</p>
<p>最近 Microsoft 股票的回调源于两个方面：对其不断膨胀的资本支出和对 OpenAI 的高度依赖作为未来增长催化剂的担忧。投资者关注的问题是，Microsoft 是在建立一个人工智能帝国，还是仅仅在为 OpenAI 这个巨额烧钱的机器提供资金。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vbWVkaWEueWNoYXJ0cy5jb20vY2hhcnRzLzU2NjY0M2U4ZmI0NmUwNDI1NGFlNGZlMDYzOGZiMWNmLnBuZwI2dz03MDA?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-dXJsPWh0dHBzOi8vbWVkaWEueWNoYXJ0cy5jb20vY2hhcnRzLzU2NjY0M2U4ZmI0NmUwNDI1NGFlNGZlMDYzOGZiMWNmLnBuZwI2dz03MDA"/></p>
<p>MSFT 数据来源于 YCharts。</p>
<p>虽然这些担忧是合理的，但也被夸大了。上个季度，Azure 报告了 39% 的同比增长，因为服务越来越多地受到 Microsoft 扩展的人工智能服务的推动。Azure 的未来并不依赖于一个合作伙伴。相反，Microsoft 正在以一种在每次财报电话会议中变得更加可衡量的方式，在越来越多的企业客户中大规模货币化其平台。虽然其资本支出在孤立中看起来很可观，但我认为这是理性且必要的，以维持公司的收入轨迹。</p>
<h2>3. Amazon</h2>
<p><strong>Amazon</strong>（NASDAQ: AMZN）正在悄然经历近年来最戏剧性的演变之一，而市场尚未完全认识到这一点。</p>
<p>AWS 的重新加速不再是一个假设——它通过与 Anthropic 的合作在冷冰冰的数字中显现出来，这帮助推动了 AI 工作负载到亚马逊的云端。此外，亚马逊的广告业务继续以与 <strong>Meta Platforms</strong> 和 <strong>Alphabet</strong> 相媲美的速度增长。最后，零售利润率——长期以来一直拖累亚马逊增长故事的因素——随着公司通过 AI 驱动的自动化增强其履行网络，预计将继续改善。</p>
<p>对于在调整环境中投资的投资者来说，亚马逊提供了多元化、加速增长和在云计算、广告、电子商务、物流、娱乐和 AI 基础设施等多个高质量领域的盈利能力——这一切都在一个股票代码之内。这是一个罕见的组合。</p>
<h2>你现在应该购买英伟达的股票吗？</h2>
<p>在你购买英伟达的股票之前，请考虑以下几点：</p>
<p><em>Motley Fool Stock Advisor</em> 分析团队刚刚确定了他们认为现在投资者应该购买的 <strong>10 只最佳股票</strong>……而英伟达并不在其中。入选的 10 只股票在未来几年可能会产生巨大的回报。</p>
<p>考虑一下 <strong>Netflix</strong> 在 2004 年 12 月 17 日进入这个名单时……如果你在我们推荐时投资了 1,000 美元，<strong>你现在将拥有 532,929 美元</strong>！* 或者当 <strong>Nvidia</strong> 在 2005 年 4 月 15 日进入这个名单时……如果你在我们推荐时投资了 1,000 美元，<strong>你现在将拥有 1,091,848 美元</strong>！*</p>
<p>现在值得注意的是，<em>Stock Advisor</em> 的总平均回报率为 928%——与标准普尔 500 的 186% 相比，表现超出市场。<strong>不要错过最新的前 10 名股票列表，加入由个人投资者为个人投资者建立的投资社区，获取 <em>Stock Advisor</em>。</strong></p>
<p><strong>查看这 10 只股票 »</strong></p>
<p><em>*Stock Advisor 的回报截至 2026 年 4 月 8 日。</em></p>
<p><em>Adam Spatacco 持有 Alphabet、Amazon、Meta Platforms、Microsoft 和 Nvidia 的股份。Motley Fool 持有并推荐 Alphabet、Amazon、Meta Platforms、Microsoft 和 Nvidia。Motley Fool 有披露政策。</em></p>
<p>此处表达的观点和意见是作者的观点和意见，并不一定反映 Nasdaq, Inc. 的观点。</p>

亚马逊每日 2 倍做多 ETF - Direxion

Global X 机器人工智能ETF

2 倍做多 MSFT ETF - GraniteShares

<p>纳斯达克综合指数已进入调整区间，这促使投资者考虑像英伟达、微软和亚马逊这样的人工智能股票，尽管近期波动，这些股票的估值仍然具有吸引力。英伟达在人工智能基础设施中仍然占据核心地位，收入增长强劲，订单量可观。微软正在利用人工智能来增强其 Azure 平台，展现出良好的增长前景。亚马逊正在经历重大转型，特别是在 AWS 方面，表现出业绩的重新加速。这些公司在市场调整中被视为稳健的投资机会</p>

<h2>Key Points</h2>
<div class="lb-trans"><h2>关键点</h2>
</div><ul>
<li>The Nasdaq Composite tumbled this year as investors rotated capital out of big tech.</li>
<li>While artificial intelligence stocks are experiencing outsized volatility, some now trade at bargain valuations.</li>
<li>Nvidia, Microsoft, and Amazon look appealing given the dichotomy between their dipping valuations and compelling growth trajectories.</li>
<li>10 stocks we like better than Nvidia ›</li>
</ul>
<div class="lb-trans"><ul>
<li>纳斯达克综合指数今年大幅下跌，因为投资者将资金从大型科技股中撤出。</li>
<li>尽管人工智能股票经历了剧烈波动，但有些股票现在的估值却非常有吸引力。</li>
<li>鉴于其估值下滑与强劲的增长轨迹之间的差异，Nvidia、Microsoft 和 Amazon 看起来颇具吸引力。</li>
<li>我们更看好的 10 只股票 ›</li>
</ul>
</div><p>On March 26, the <strong>Nasdaq Composite</strong>(NASDAQINDEX: ^IXIC) index officially entered correction territory, trading more than 10% below its recent peak. The downward pressure wasn't driven by any single narrative but rather by a cocktail of headwinds, including sticky inflation, tariffs, consumer anxiety, a rotation out of growth stocks, and geopolitics.</p>
<div class="lb-trans"><p>在 3 月 26 日，<strong>纳斯达克综合指数</strong>（NASDAQINDEX: ^IXIC）正式进入调整区间，交易价格比近期高点低超过 10%。这种下行压力并不是由单一叙事驱动，而是由多种逆风因素共同作用，包括持续的通货膨胀、关税、消费者焦虑、资金从成长股的轮换以及地缘政治等。</p>
</div><p>While declines like these feel dramatic in the moment, historically speaking, they tend to offer lucrative buying opportunities. Remember, corrections are not crashes -- they are resets. Investors who have dry powder to put to work should see these moments as rare invitations to buy quality companies at bargain prices.</p>
<div class="lb-trans"><p>虽然这样的下跌在当下看起来很戏剧化，但从历史上看，它们往往提供了丰厚的买入机会。请记住，调整并不是崩盘——它们是重置。拥有充足资金的投资者应该将这些时刻视为以优惠价格购买优质公司的稀有邀请。</p>
</div><p><em><strong>Will AI create the world's first trillionaire?</strong> Our team just released a report on the one little-known company, called an &#34;Indispensable Monopoly&#34; providing the critical technology Nvidia and Intel both need. <strong>Continue »</strong></em></p>
<div class="lb-trans"><p><em><strong>人工智能会创造出世界上第一个万亿富翁吗？</strong> 我们的团队刚刚发布了一份关于一家鲜为人知的公司报告，该公司被称为 “不可或缺的垄断”，提供 Nvidia 和 Intel 都需要的关键技术。<strong>继续 »</strong></em></p>
</div><p>Of course, buying the dip is a winning strategy only if you choose the right companies. Indiscriminately reaching for the most beaten-down stocks simply because they've fallen furthest is a classic value trap setup.</p>
<div class="lb-trans"><p>当然，买入下跌的策略只有在选择正确的公司时才会成功。无差别地追逐那些跌幅最大的股票，仅仅因为它们下跌得最厉害，这是一种经典的价值陷阱。</p>
</div><p>The stocks actually worth buying during corrections are the ones with competitive advantages, compounding earnings power, and durable runways that are likely to extend beyond the current news cycle. With those criteria in mind, here are three Nasdaq stocks worth serious consideration for your portfolio.</p>
<div class="lb-trans"><p>在调整期间，真正值得购买的股票是那些具有竞争优势、复合收益能力和持久增长潜力的公司，这些潜力可能会超越当前的新闻周期。考虑到这些标准，以下是三只值得认真考虑纳入您投资组合的纳斯达克股票。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg2Mzc5Mi9nZXR0eWltYWdlcy0xMjYyMzI3MzU4LTMuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F863792%2Fgettyimages-1262327358-3.jpg&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>1. Nvidia</h2>
<div class="lb-trans"><h2>1. Nvidia</h2>
</div><p>No company is more central to the artificial intelligence (AI) infrastructure buildout than <strong>Nvidia</strong>(NASDAQ: NVDA). Quarter after quarter, the company continues to generate record revenues and earnings. Moreover, Nvidia's order book of $1 trillion offers compelling visibility into its path to sustained growth over the next several years.</p>
<div class="lb-trans"><p>没有哪家公司比 <strong>Nvidia</strong>（NASDAQ: NVDA）在人工智能（AI）基础设施建设中更为核心。该公司每个季度都在创造创纪录的收入和利润。此外，Nvidia 的订单量达到 1 万亿美元，为其未来几年的持续增长提供了强有力的可见性。</p>
</div><p>Nevertheless, Nvidia stock is currently valued at a lower forward price-to-earnings ratio than the <strong>S&amp;P 500</strong>. It hasn't traded at such a low level by that metric in 13 years. Smart investors will see the disconnect between Nvidia's underlying performance and its valuation profile as an opportunity.</p>
<div class="lb-trans"><p>然而，Nvidia 股票目前的前瞻市盈率低于 <strong>标普 500</strong>。在过去 13 年中，它从未以如此低的水平交易。聪明的投资者会将 Nvidia 的基本表现与其估值之间的脱节视为一个机会。</p>
</div><p>Fundamentally speaking, the demand picture for Nvidia's Blackwell and Vera Rubin chips hasn't changed because of any macroeconomic factors investors see in headlines. In other words, AI hyperscalers are not putting the data center construction plans on pause over something like tariff concerns. Meanwhile, sovereign AI projects across Europe and the Middle East continue to accelerate. Indeed, Nvidia's competitive moat is deep. The company's CUDA software ecosystem took years to build and is not something that its competitors will be able to replicate in a single product cycle.</p>
<div class="lb-trans"><p>从基本面来看，Nvidia 的 Blackwell 和 Vera Rubin 芯片的需求情况并没有因为投资者在头条新闻中看到的任何宏观经济因素而改变。换句话说，人工智能巨头并没有因为关税问题而暂停数据中心的建设计划。同时，欧洲和中东的主权人工智能项目仍在加速推进。实际上，Nvidia 的竞争护城河非常深厚。该公司的 CUDA 软件生态系统经过多年构建，并不是其竞争对手在一个产品周期内能够复制的。</p>
</div><p>The only thing that seems to be swaying growth stocks right now -- Nvidia included -- is sentiment. In the long run, however, sentiment tends to revert back to the mean as companies with strong earnings quality eventually reattain premium valuations.</p>
<div class="lb-trans"><p>目前，似乎唯一影响成长股（包括 Nvidia）的因素是市场情绪。然而，从长远来看，情绪往往会回归均值，因为具有强劲盈利质量的公司最终会重新获得溢价估值。</p>
</div><p>If you see the AI capital expenditure boom as a multiyear supercycle, then this opportunity to buy Nvidia at a correction discount presents one of the most obvious asymmetric bets available to investors right now.</p>
<div class="lb-trans"><p>如果您将人工智能资本支出繁荣视为一个多年的超级周期，那么在调整折扣中购买 Nvidia 的机会无疑是目前投资者可用的最明显的不对称投资。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg2Mzc5Mi9udmlkaWEtaGVhZHF1YXJ0ZXJzLW91dHNpZGUtd2l0aC1ibGFjay1udmlkaWEtc2lnbi13aXRoLW52aWRpYS1sb2dvLTE2LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F863792%2Fnvidia-headquarters-outside-with-black-nvidia-sign-with-nvidia-logo-16.jpg&amp;w=700"/></p>
<p>Image source: Nvidia.</p>
<div class="lb-trans"><p>图片来源：Nvidia。</p>
</div><h2>2. Microsoft</h2>
<div class="lb-trans"><h2>2. Microsoft</h2>
</div><p>For years, <strong>Microsoft</strong>(NASDAQ: MSFT) was the definition of a blue chip stock. Nothing fancy, but at least the company offered steady, reliable cash flow thanks to its vast ecosystem spanning personal computing, enterprise software, gaming, and cloud infrastructure.</p>
<div class="lb-trans"><p>多年来，<strong>Microsoft</strong>（NASDAQ: MSFT）一直是蓝筹股的定义。虽然没有什么花哨的，但至少该公司凭借其广泛的生态系统提供了稳定可靠的现金流，涵盖个人计算、企业软件、游戏和云基础设施。</p>
</div><p>Then came the glow-up in late 2022 following the company's multibillion-dollar investment in OpenAI. Since Microsoft began integrating ChatGPT and AI-powered services throughout its various services and devices, its Azure platform has scaled into a hyperscaler rivaling incumbents like Amazon Web Services (AWS).</p>
<div class="lb-trans"><p>然后在 2022 年底，随着公司对 OpenAI 的数十亿美元投资，Microsoft 迎来了转机。自从 Microsoft 开始在其各种服务和设备中整合 ChatGPT 和人工智能驱动的服务以来，其 Azure 平台已经发展成为与亚马逊网络服务（AWS）竞争的巨头。</p>
</div><p>The recent pullback in Microsoft stock stemmed from two things: concerns over its ballooning capex and its heavy concentration on OpenAI as the catalyst fueling future growth. Investors are fixated on the question of whether Microsoft is building an AI empire or just bankrolling a massive cash-burning machine in OpenAI.</p>
<div class="lb-trans"><p>最近 Microsoft 股票的回调源于两个方面：对其不断膨胀的资本支出和对 OpenAI 的高度依赖作为未来增长催化剂的担忧。投资者关注的问题是，Microsoft 是在建立一个人工智能帝国，还是仅仅在为 OpenAI 这个巨额烧钱的机器提供资金。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vbWVkaWEueWNoYXJ0cy5jb20vY2hhcnRzLzU2NjY0M2U4ZmI0NmUwNDI1NGFlNGZlMDYzOGZiMWNmLnBuZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fmedia.ycharts.com%2Fcharts%2F566643e8fb46e04254ae4fe0638fb1cf.png&amp;w=700"/></p>
<p>MSFT data by YCharts.</p>
<div class="lb-trans"><p>MSFT 数据来源于 YCharts。</p>
</div><p>While these concerns are legitimate, they are also overblown. Last quarter, Azure reported 39% year-over-year growth as services are increasingly driven by Microsoft's expanding AI services. Azure's future doesn't hinge on one partner. Rather, Microsoft is monetizing a platform at scale across a growing number of enterprise customers in a way that becomes more measurable with each passing earnings call. While its capex spend looks significant in isolation, I think it's both rational and required to maintain the company's revenue trajectory.</p>
<div class="lb-trans"><p>虽然这些担忧是合理的，但也被夸大了。上个季度，Azure 报告了 39% 的同比增长，因为服务越来越多地受到 Microsoft 扩展的人工智能服务的推动。Azure 的未来并不依赖于一个合作伙伴。相反，Microsoft 正在以一种在每次财报电话会议中变得更加可衡量的方式，在越来越多的企业客户中大规模货币化其平台。虽然其资本支出在孤立中看起来很可观，但我认为这是理性且必要的，以维持公司的收入轨迹。</p>
</div><h2>3. Amazon</h2>
<div class="lb-trans"><h2>3. Amazon</h2>
</div><p><strong>Amazon</strong>(NASDAQ: AMZN) is quietly in the middle of one of its most dramatic evolutions in years, and the market has yet to fully recognize it.</p>
<div class="lb-trans"><p><strong>Amazon</strong>（NASDAQ: AMZN）正在悄然经历近年来最戏剧性的演变之一，而市场尚未完全认识到这一点。</p>
</div><p>AWS' reacceleration is no longer a thesis -- it is showing up in cold, hard numbers thanks to the company's partnership with Anthropic, which has helped drive AI workloads to Amazon's cloud. In addition, Amazon's advertising business continues to compound at a rate that rivals <strong>Meta Platforms</strong> and <strong>Alphabet</strong>. Lastly, retail margins -- which have long been the drag on Amazon's growth story -- are positioned to continue improving as the company augments its fulfillment network with AI-driven automation.</p>
<div class="lb-trans"><p>AWS 的重新加速不再是一个假设——它通过与 Anthropic 的合作在冷冰冰的数字中显现出来，这帮助推动了 AI 工作负载到亚马逊的云端。此外，亚马逊的广告业务继续以与 <strong>Meta Platforms</strong> 和 <strong>Alphabet</strong> 相媲美的速度增长。最后，零售利润率——长期以来一直拖累亚马逊增长故事的因素——随着公司通过 AI 驱动的自动化增强其履行网络，预计将继续改善。</p>
</div><p>For an investor putting money to work in a correction environment, Amazon provides diversification, accelerating growth, and profitability across multiple high-quality vectors in cloud computing, advertising, e-commerce, logistics, entertainment, and AI infrastructure -- all inside a single ticker. That's a rare combination.</p>
<div class="lb-trans"><p>对于在调整环境中投资的投资者来说，亚马逊提供了多元化、加速增长和在云计算、广告、电子商务、物流、娱乐和 AI 基础设施等多个高质量领域的盈利能力——这一切都在一个股票代码之内。这是一个罕见的组合。</p>
</div><h2>Should you buy stock in Nvidia right now?</h2>
<div class="lb-trans"><h2>你现在应该购买英伟达的股票吗？</h2>
</div><p>Before you buy stock in Nvidia, consider this:</p>
<div class="lb-trans"><p>在你购买英伟达的股票之前，请考虑以下几点：</p>
</div><p>The <em>Motley Fool Stock Advisor</em> analyst team just identified what they believe are the <strong>10 best stocks</strong> for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.</p>
<div class="lb-trans"><p><em>Motley Fool Stock Advisor</em> 分析团队刚刚确定了他们认为现在投资者应该购买的 <strong>10 只最佳股票</strong>……而英伟达并不在其中。入选的 10 只股票在未来几年可能会产生巨大的回报。</p>
</div><p>Consider when <strong>Netflix</strong> made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, <strong>you’d have $532,929</strong>!* Or when <strong>Nvidia</strong> made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, <strong>you’d have $1,091,848</strong>!*</p>
<div class="lb-trans"><p>考虑一下 <strong>Netflix</strong> 在 2004 年 12 月 17 日进入这个名单时……如果你在我们推荐时投资了 1,000 美元，<strong>你现在将拥有 532,929 美元</strong>！* 或者当 <strong>Nvidia</strong> 在 2005 年 4 月 15 日进入这个名单时……如果你在我们推荐时投资了 1,000 美元，<strong>你现在将拥有 1,091,848 美元</strong>！*</p>
</div><p>Now, it’s worth noting <em>Stock Advisor’s</em> total average return is 928% — a market-crushing outperformance compared to 186% for the S&amp;P 500. <strong>Don't miss the latest top 10 list, available with <em>Stock Advisor</em>, and join an investing community built by individual investors for individual investors.</strong></p>
<div class="lb-trans"><p>现在值得注意的是，<em>Stock Advisor</em> 的总平均回报率为 928%——与标准普尔 500 的 186% 相比，表现超出市场。<strong>不要错过最新的前 10 名股票列表，加入由个人投资者为个人投资者建立的投资社区，获取 <em>Stock Advisor</em>。</strong></p>
</div><p><strong>See the 10 stocks »</strong></p>
<div class="lb-trans"><p><strong>查看这 10 只股票 »</strong></p>
</div><p><em>*Stock Advisor returns as of April 8, 2026.</em></p>
<div class="lb-trans"><p><em>*Stock Advisor 的回报截至 2026 年 4 月 8 日。</em></p>
</div><p><em>Adam Spatacco has positions in Alphabet, Amazon, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.</em></p>
<div class="lb-trans"><p><em>Adam Spatacco 持有 Alphabet、Amazon、Meta Platforms、Microsoft 和 Nvidia 的股份。Motley Fool 持有并推荐 Alphabet、Amazon、Meta Platforms、Microsoft 和 Nvidia。Motley Fool 有披露政策。</em></p>
</div><p>The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.</p>
<div class="lb-trans"><p>此处表达的观点和意见是作者的观点和意见，并不一定反映 Nasdaq, Inc. 的观点。</p>
</div>

If I Had $5,000 to Invest in Artificial Intelligence (AI) Stocks After the Nasdaq Correction, I'd Buy These 3

- 纳斯达克综合指数已进入修正区间，波动受多重因素影响。  
- 尽管大科技股估值下降，Nvidia、微软和亚马逊仍展现出吸引力。  
- 投资者应寻找具竞争优势和持续增长潜力的公司。

nasdaq

Roundhill AMZN WeeklyPay ETF

半导体 ETF - VanEck Vectors

Kurv Yield Premium Strategy Microsoft MSFT ETF

YieldMax MSFT Option Income Strategy ETF

纳斯达克综合指数 ETF - Fidelity

全球科技股指数 ETF - iShares

动态半导体 ETF - Invesco

标普软件与服务 ETF - SPDR

纳斯达克 100 指数 ETF - Invesco

英伟达期权收益策略 ETF - YieldMax

纳指 100 ETF - Invesco

费城交易所 半导体 ETF - iShares

北美科技软件股指数 ETF - iShares

3 倍做多纳指 ETF - ProShares

高科技指数 ETF - SPDR

半导体 3 倍做多 - Direxion

标普半导体 ETF - SPDR

T-Rex 2X Long Microsoft Daily Target ETF

创新 ETF - ARK

2 倍做多英伟达 ETF - Direxion

iShares Future AI & Tech ETF

GraniteShares 2x Long AMZN Daily ETF

云计算股指数 ETF - First Trust

云计算 ETF - GlobalX

2 倍做多英伟达 ETF - GraniteShares

2 倍做多 NVDA ETF - T-Rex

微软每日 2 倍做多 ETF - Direxion

纳斯达克 100 平均加权指数 ETF - First Trust

Kurv Yield Premium Strategy Amazon AMZN ETF

纳斯达克综合指数

英伟达

微软

如果我在纳斯达克调整后有 5000 美元用于投资人工智能（AI）股票，我会选择购买这三只股票