<h2><strong>为什么人类判断在市场中仍然重要</strong></h2>
<p>多年来，我们一直被警告，人工智能将取代翻译、校对、数据录入员和客户服务代理……这只是开始。但更多的工作可能会被消除。</p>
<p>我们听说人工智能可以比放射科医生更好地读取扫描图像。它可以更快、更高质量地开发软件。甚至人工智能将承担以前由高价律师处理的法律事务。</p>
<p>最终，人工智能甚至可能取代股票挑选者、投资组合经理……甚至整个对冲基金。</p>
<p>毕竟，哪个人类能与能够在几秒钟内分析数百万个数据点的机器竞争……扫描每家公司的每份财报……并全天候监控全球市场而无需休息……永远不需要。</p>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/uploads/2026/05/image-8.jpeg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="676" height="356" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/uploads/2026/05/image-8.jpeg"/></p>
<p>图片来源：ilkercelik</p>
<p>长期以来的《Digest》读者知道我们对人工智能大趋势的看好。我们努力让读者参与与半导体、人工智能电力需求、人工智能基础设施需求及其间一切相关的盈利交易。</p>
<p>但即使我们也会首先承认——至少目前——有些事情是人工智能无法超越人类的。</p>
<p>显然……投资就是其中之一。</p>
<p>本周，《彭博社》报道说，许多在华尔街测试的新型人工智能交易机器人表现不佳。</p>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/uploads/2026/05/image-29.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="704" height="88" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/uploads/2026/05/image-29.png"/></p>
<p>根据文章，一些人工智能机器人进行不理性的交易，而另一些则被波动性所困扰。有几个甚至未能超越基本的市场基准。</p>
<p>明确来说，人工智能将在下一个十年创造一些最大的财富。</p>
<p>但投资于人工智能和让人工智能为你投资之间有很大区别。</p>
<h2><strong>人工智能失败的地方——以及原因</strong></h2>
<p>尽管拥有强大的计算能力，人工智能仍然在股市中最重要的一个特质上挣扎：</p>
<p>判断力。</p>
<p>盈利投资不仅仅是获取数据和速度。</p>
<p>历史表明，判断力很重要，尤其是在重大技术变革期间。</p>
<p>想想互联网的早期阶段，当时的市场环境与今天并没有太大不同。最大的财富并不是通过拥有每一只科技股而获得的。</p>
<p>最大的收益属于那些能够早期识别出少数几个变革性赢家的人……并且有纪律和信念坚持下去，而其他市场则在努力理解发生了什么。</p>
<p>在实时中做到这一点是非常困难的。这不是人工智能能够重现的。</p>
<p>这就是为什么如此多的投资者依赖路易斯·纳维尔（Louis Navellier）——并且已经依赖了几十年。</p>
<p>在 <strong>Nvidia (NVDA)</strong> 成为人工智能热潮的代言人之前……路易斯就已经向他的读者推荐了这只股票。</p>
<p>在华尔街完全理解互联网革命的规模之前……路易斯的量化系统在互联网泡沫早期阶段识别出了思科、美国在线和其他一些巨大的赢家。</p>
<h2><strong>不到两年内的巨大收益</strong></h2>
<p>在 2024 年 7 月，路易斯向他的 <strong><em>突破股票</em></strong> 订阅者推荐了 <strong>Celestica (CLS)</strong>。当时，很少有人将 Celestica 与人工智能热潮联系在一起。</p>
<p>大多数人仍然将其视为北美供应链解决方案提供商。该公司在产品开发的各个方面都有经验和专业知识，从初始产品构思到全面生产和售后服务。</p>
<p>但路易斯看到了这些投资者所忽视的东西。他指出，该公司将受益于人工智能热潮。以下是他近两年前的分析：</p>
<p>&gt; <em>Celestica 也有望从人工智能热潮中受益。该公司创建了光子织物，这是一种光学计算和存储织物解决方案，可以帮助提升人工智能基础设施。它能够创建、扩展和维持未来的人工智能模型。</em></p>
<p>自从路易斯推荐这只股票以来，股价已上涨超过 560%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/uploads/2026/05/image-9.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/2026/05/image-9.jpeg"/></p>
<p>路易斯认为这只股票仍有上涨空间。<strong>目前交易价格低于他的买入限制价格 413 美元</strong>。</p>
<p>这里重要的不是路易斯又找到了一个赢家，而是他仍在不断发现赢家，因为我们可能仍处于人工智能投资热潮的早期阶段——而许多投资者却错过了它们。</p>
<p>今天占据头条的公司可能最终不会产生最大的收益。</p>
<p>历史上，最大的财富是在技术革命的第二波和第三波中创造的……当资本开始流入那些较小、鲜为人知的公司，这些公司有望从爆炸性增长中受益。</p>
<p>而现在，路易斯认为我们可能正在进入另一个罕见的市场窗口……这个窗口可能在未来几年内创造出一代全新的超额股票赢家。</p>
<p>事实上，下周，路易斯将举行一次特别的在线简报，他计划解释：</p>
<ul>
<li>他为什么认为市场正在进入一个新的重大阶段</li>
<li>为什么某些较小的与人工智能相关的股票可能会从这里大幅超越</li>
<li>以及个人投资者在人工智能热潮的下一个阶段中可能相对于华尔街大玩家的独特优势</li>
</ul>
<p>如果你对人工智能持乐观态度……但对聊天机器人能否成功管理你的投资组合持怀疑态度……</p>
<p>你会想要密切关注路易斯所说的内容。</p>
<p>现在，路易斯的量化选股系统已经标记出 53 只较小的股票，显示出快速增长的早期信号——强劲的基本面、较高的机构买入压力，以及在 <strong>Stock Grader</strong> 中每月持续的高排名。</p>
<p>他称之为 <strong>排除名单</strong>。大多数是你可能从未关注过的名字，由于其较小的规模，华尔街无法接触。</p>
<p>这并不是要比大基金更聪明。但这确实与他们根本无法做到的事情有关——无论他们有多少钱。Louis 将在他 <strong>5 月 13 日下午 1 点（东部时间）</strong> 的活动中解释原因。</p>
<p>在演讲中，Louis 将介绍他所称的 <strong>几十年来看到的最大机会之一（在这里注册该活动）</strong>——并分享他从这个名单中选出的最有信心的股票。</p>
<p>当你注册时，你将立即收到完整的 53 只股票 <strong>排除名单</strong>。在活动中，Louis 将分享他认为在市场下一个阶段表现良好的股票。</p>
<p>人工智能正在创造财富……但仍然是人类在识别赢家。</p>
<p>现在点击这里注册 Louis 在 5 月 13 日下午 1 点（东部时间）的重大活动，并下载排除名单。</p>
<p>祝你周末愉快，</p>
<p>Luis Hernandez</p>
<p>首席编辑，InvestorPlace</p>

2 倍做多英伟达 ETF - Direxion

<p>这篇文章讨论了人工智能在股票交易中的局限性，强调尽管人工智能能够快速分析大量数据，但在成功投资所需的判断力这一关键因素上却显得力不从心。最近的报告显示，华尔街的人工智能交易机器人表现不佳，进行不理性的交易，未能超越市场基准。文章强调了人类洞察力在识别变革性投资机会中的重要性，投资者路易斯·纳维利尔（Louis Navellier）成功推荐了如英伟达和 Celestica 等股票，这些股票都取得了显著的收益</p>

<h2><strong>Why Human Judgment Still Matters in the Markets</strong></h2>
<div class="lb-trans"><h2><strong>为什么人类判断在市场中仍然重要</strong></h2>
</div><p>For years, we’ve all been warned that AI would replace translators, proofreaders, data entry clerks and customer service agents … to start. But many more jobs could be eliminated.</p>
<div class="lb-trans"><p>多年来，我们一直被警告，人工智能将取代翻译、校对、数据录入员和客户服务代理……这只是开始。但更多的工作可能会被消除。</p>
</div><p>We’ve heard that AI can read scans better than radiologists. It can develop software faster and with higher quality. And that AI will even take on tasks at law firms that were previously handled by high-priced attorneys.</p>
<div class="lb-trans"><p>我们听说人工智能可以比放射科医生更好地读取扫描图像。它可以更快、更高质量地开发软件。甚至人工智能将承担以前由高价律师处理的法律事务。</p>
</div><p>Eventually, AI could even replace stock pickers, portfolio managers… maybe even entire hedge funds.</p>
<div class="lb-trans"><p>最终，人工智能甚至可能取代股票挑选者、投资组合经理……甚至整个对冲基金。</p>
</div><p>After all, what human could possibly compete with a machine that can analyze millions of data points in seconds… scan every earnings report from every company… and monitor global markets 24 hours a day without needing time off … ever.</p>
<div class="lb-trans"><p>毕竟，哪个人类能与能够在几秒钟内分析数百万个数据点的机器竞争……扫描每家公司的每份财报……并全天候监控全球市场而无需休息……永远不需要。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/uploads/2026/05/image-8.jpeg" alt="" original-src="https://investorplace.com/wp-content/uploads/2026/05/image-8.jpeg"/></p>
<p>Credit: ilkercelik</p>
<div class="lb-trans"><p>图片来源：ilkercelik</p>
</div><p>Longtime <em>Digest</em> readers know how bullish we are on the AI Megatrend. We’ve tried hard to keep our readers in profitable trades involving semiconductors, AI power needs, AI infrastructure needs and everything in between.</p>
<div class="lb-trans"><p>长期以来的《Digest》读者知道我们对人工智能大趋势的看好。我们努力让读者参与与半导体、人工智能电力需求、人工智能基础设施需求及其间一切相关的盈利交易。</p>
</div><p>But even we will be the first to say that – at least for now – there are some things where AI can’t outperform humans.</p>
<div class="lb-trans"><p>但即使我们也会首先承认——至少目前——有些事情是人工智能无法超越人类的。</p>
</div><p>Apparently… investing is one of them.</p>
<div class="lb-trans"><p>显然……投资就是其中之一。</p>
</div><p>This week, <em>Bloomberg</em> reported that many of the newest AI-powered trading bots being tested on Wall Street are struggling badly.</p>
<div class="lb-trans"><p>本周，《彭博社》报道说，许多在华尔街测试的新型人工智能交易机器人表现不佳。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/uploads/2026/05/image-29.png" alt="" original-src="https://investorplace.com/wp-content/uploads/2026/05/image-29.png"/></p>
<p>According to the article, some AI bots make irrational trades, while others are getting whipsawed by volatility. Several have failed to outperform even basic market benchmarks.</p>
<div class="lb-trans"><p>根据文章，一些人工智能机器人进行不理性的交易，而另一些则被波动性所困扰。有几个甚至未能超越基本的市场基准。</p>
</div><p>To be clear, AI will create some of the biggest fortunes of the next decade.</p>
<div class="lb-trans"><p>明确来说，人工智能将在下一个十年创造一些最大的财富。</p>
</div><p>But there’s a big difference between investing <em>in</em> AI and letting AI invest <em>for</em> you.</p>
<div class="lb-trans"><p>但投资于人工智能和让人工智能为你投资之间有很大区别。</p>
</div><h2><strong>Where AI Is Failing – and Why</strong></h2>
<div class="lb-trans"><h2><strong>人工智能失败的地方——以及原因</strong></h2>
</div><p>Regardless of all its computational power, AI still struggles with one trait the stock market demands above all else:</p>
<div class="lb-trans"><p>尽管拥有强大的计算能力，人工智能仍然在股市中最重要的一个特质上挣扎：</p>
</div><p>Judgment.</p>
<div class="lb-trans"><p>判断力。</p>
</div><p>Profitable investing isn’t just about access to data and speed.</p>
<div class="lb-trans"><p>盈利投资不仅仅是获取数据和速度。</p>
</div><p>History shows judgment matters, especially during major technological shifts.</p>
<div class="lb-trans"><p>历史表明，判断力很重要，尤其是在重大技术变革期间。</p>
</div><p>Think back to the early days of the internet when the market environment wasn’t all that different from today. The biggest fortunes weren’t made by owning every tech stock under the sun.</p>
<div class="lb-trans"><p>想想互联网的早期阶段，当时的市场环境与今天并没有太大不同。最大的财富并不是通过拥有每一只科技股而获得的。</p>
</div><p>The biggest gains went to those who could identify a small handful of transformational winners early… and had the discipline and conviction to stay with them while the rest of the market struggled to understand what was happening.</p>
<div class="lb-trans"><p>最大的收益属于那些能够早期识别出少数几个变革性赢家的人……并且有纪律和信念坚持下去，而其他市场则在努力理解发生了什么。</p>
</div><p>That’s incredibly difficult to do in real time. And not something AI can recreate.</p>
<div class="lb-trans"><p>在实时中做到这一点是非常困难的。这不是人工智能能够重现的。</p>
</div><p>Which is why so many investors depend on Louis Navellier – and have done so for decades.</p>
<div class="lb-trans"><p>这就是为什么如此多的投资者依赖路易斯·纳维尔（Louis Navellier）——并且已经依赖了几十年。</p>
</div><p>Long before <strong>Nvidia (NVDA)</strong> became the poster child for the AI boom… Louis had recommended the stock to his readers.</p>
<div class="lb-trans"><p>在 <strong>Nvidia (NVDA)</strong> 成为人工智能热潮的代言人之前……路易斯就已经向他的读者推荐了这只股票。</p>
</div><p>Long before Wall Street fully understood the scale of the internet revolution… Louis’ quantitative system was identifying companies like Cisco, AOL, and other massive winners during the early stages of the dot-com era.</p>
<div class="lb-trans"><p>在华尔街完全理解互联网革命的规模之前……路易斯的量化系统在互联网泡沫早期阶段识别出了思科、美国在线和其他一些巨大的赢家。</p>
</div><h2><strong>A Huge Gain in Under Two Years</strong></h2>
<div class="lb-trans"><h2><strong>不到两年内的巨大收益</strong></h2>
</div><p>In July 2024, Louis recommended <strong>Celestica (CLS)</strong> to his <strong><em>Breakthrough Stocks</em></strong> subscribers. At the time, very few people associated Celestica with the AI boom.</p>
<div class="lb-trans"><p>在 2024 年 7 月，路易斯向他的 <strong><em>突破股票</em></strong> 订阅者推荐了 <strong>Celestica (CLS)</strong>。当时，很少有人将 Celestica 与人工智能热潮联系在一起。</p>
</div><p>Most still knew it more as a North American supply chain solutions provider. The company has experience and expertise in every aspect of product development, from the initial product idealization to full-scale production and after-market services.</p>
<div class="lb-trans"><p>大多数人仍然将其视为北美供应链解决方案提供商。该公司在产品开发的各个方面都有经验和专业知识，从初始产品构思到全面生产和售后服务。</p>
</div><p>But Louis saw something these investors missed. He noted it was set up to benefit from the AI boom. Here is his analysis from almost two years ago:</p>
<div class="lb-trans"><p>但路易斯看到了这些投资者所忽视的东西。他指出，该公司将受益于人工智能热潮。以下是他近两年前的分析：</p>
</div><blockquote>
<p><em>Celestica is also poised to benefit from the AI Boom. The company created Photonic Fabric, an optical compute and memory fabric solution that can help boost AI infrastructure. It has the ability to create, scale and sustain future AI models.</em></p>
</blockquote>
<div class="lb-trans"><p>&gt; <em>Celestica 也有望从人工智能热潮中受益。该公司创建了光子织物，这是一种光学计算和存储织物解决方案，可以帮助提升人工智能基础设施。它能够创建、扩展和维持未来的人工智能模型。</em></p>
</div><p>Since Louis recommended the stocks, shares have surged more than 560%.</p>
<div class="lb-trans"><p>自从路易斯推荐这只股票以来，股价已上涨超过 560%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/uploads/2026/05/image-9.jpeg" alt="" original-src="https://investorplace.com/wp-content/uploads/2026/05/image-9.jpeg"/></p>
<p>Louis believes this stock still has room to run. <strong>It’s currently trading below his buy limit price of $413</strong>.</p>
<div class="lb-trans"><p>路易斯认为这只股票仍有上涨空间。<strong>目前交易价格低于他的买入限制价格 413 美元</strong>。</p>
</div><p>The important point here isn’t just that Louis found another winner. It’s that he’s <em>still</em> finding them as we may still be in the early innings of the AI investment boom – and yet many investors are missing them.</p>
<div class="lb-trans"><p>这里重要的不是路易斯又找到了一个赢家，而是他仍在不断发现赢家，因为我们可能仍处于人工智能投资热潮的早期阶段——而许多投资者却错过了它们。</p>
</div><p>The companies dominating headlines today may not ultimately produce the biggest gains.</p>
<div class="lb-trans"><p>今天占据头条的公司可能最终不会产生最大的收益。</p>
</div><p>Historically, the largest fortunes are made in the second and third waves of a technological revolution… when capital begins flowing into smaller, lesser-known companies positioned to benefit from explosive growth.</p>
<div class="lb-trans"><p>历史上，最大的财富是在技术革命的第二波和第三波中创造的……当资本开始流入那些较小、鲜为人知的公司，这些公司有望从爆炸性增长中受益。</p>
</div><p>And now, Louis believes we may be entering another rare market window… one that could create an entirely new generation of outsized stock winners over the next several years.</p>
<div class="lb-trans"><p>而现在，路易斯认为我们可能正在进入另一个罕见的市场窗口……这个窗口可能在未来几年内创造出一代全新的超额股票赢家。</p>
</div><p>In fact, next week, Louis is holding a special online briefing where he plans to explain:</p>
<div class="lb-trans"><p>事实上，下周，路易斯将举行一次特别的在线简报，他计划解释：</p>
</div><ul>
<li>Why he believes the market is entering a major new phase</li>
<li>Why certain smaller AI-linked stocks could dramatically outperform from here</li>
<li>And how individual investors may have a unique advantage over the big Wall Street players during this next stage of the AI boom</li>
</ul>
<div class="lb-trans"><ul>
<li>他为什么认为市场正在进入一个新的重大阶段</li>
<li>为什么某些较小的与人工智能相关的股票可能会从这里大幅超越</li>
<li>以及个人投资者在人工智能热潮的下一个阶段中可能相对于华尔街大玩家的独特优势</li>
</ul>
</div><p>If you’re bullish on AI… but skeptical that a chatbot can successfully manage your portfolio…</p>
<div class="lb-trans"><p>如果你对人工智能持乐观态度……但对聊天机器人能否成功管理你的投资组合持怀疑态度……</p>
</div><p>You’ll want to pay close attention to what Louis has to say.</p>
<div class="lb-trans"><p>你会想要密切关注路易斯所说的内容。</p>
</div><p>Right now, Louis’ quantitative stock picking system has flagged 53 smaller stocks showing early signals of rapid growth – strong fundamentals, elevated institutional buying pressure, and consistent top rankings in <strong>Stock Grader,</strong> month after month.</p>
<div class="lb-trans"><p>现在，路易斯的量化选股系统已经标记出 53 只较小的股票，显示出快速增长的早期信号——强劲的基本面、较高的机构买入压力，以及在 <strong>Stock Grader</strong> 中每月持续的高排名。</p>
</div><p>He calls it the <strong>Exclusion List</strong>. Most are names you’ve probably never even looked at before, and Wall Street can’t touch due to their smaller size.</p>
<div class="lb-trans"><p>他称之为 <strong>排除名单</strong>。大多数是你可能从未关注过的名字，由于其较小的规模，华尔街无法接触。</p>
</div><p>It’s not about being smarter than the big funds. But it does have everything to do with something they simply cannot do – no matter how much money they have. Louis will explain why during his <strong>May 13 event, at 1 p.m. Eastern</strong>.</p>
<div class="lb-trans"><p>这并不是要比大基金更聪明。但这确实与他们根本无法做到的事情有关——无论他们有多少钱。Louis 将在他 <strong>5 月 13 日下午 1 点（东部时间）</strong> 的活动中解释原因。</p>
</div><p>During the presentation, Louis will walk through what he is calling <strong>one of the biggest opportunities he’s seen in decades (sign up for that event here)</strong>– and he will share his highest-conviction picks from this list.</p>
<div class="lb-trans"><p>在演讲中，Louis 将介绍他所称的 <strong>几十年来看到的最大机会之一（在这里注册该活动）</strong>——并分享他从这个名单中选出的最有信心的股票。</p>
</div><p>When you register, you’ll immediately receive the full 53-stock <strong>Exclusion List</strong>. During the event, Louis will share one stock he believes is well-positioned for the next phase of the market.</p>
<div class="lb-trans"><p>当你注册时，你将立即收到完整的 53 只股票 <strong>排除名单</strong>。在活动中，Louis 将分享他认为在市场下一个阶段表现良好的股票。</p>
</div><p>AI is creating fortunes … but humans are still the ones identifying the winners.</p>
<div class="lb-trans"><p>人工智能正在创造财富……但仍然是人类在识别赢家。</p>
</div><p>Click here now to sign up for Louis’ big event on May 13, at 1 p.m. Eastern, and to download the Exclusion List.</p>
<div class="lb-trans"><p>现在点击这里注册 Louis 在 5 月 13 日下午 1 点（东部时间）的重大活动，并下载排除名单。</p>
</div><p>Enjoy your weekend,</p>
<div class="lb-trans"><p>祝你周末愉快，</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>

华尔街让人工智能选股，结果如下