<p>人工智能交易不再仅仅是关于那些常见的巨头赢家。根据 <strong>Cathie Wood</strong> 的说法，人工智能繁荣的最大受益者之一是许多投资者早已视为早期科技周期遗物的公司。</p>
<p>“这些是过去的回声，” Wood 说，她认为人工智能支出热潮正在提升一群较老的基础设施和网络公司。</p>
<h2>老牌公司的复兴</h2>
<p>在 Wood 强调的 “泡沫时代股票” 中，有 <strong>英特尔公司</strong> (NASDAQ: INTC)、<strong>思科系统公司</strong> (NASDAQ: CSCO)、<strong>康宁公司</strong> (NYSE: GLW)、<strong>伟创力国际</strong> (NASDAQ: FLEX) 和 <strong>阿克迈技术</strong> (NASDAQ: AKAM)。</p>
<p>共同的主题是人工智能基础设施。</p>
<p>英特尔一直在努力通过代工雄心和人工智能芯片重新获得相关性。</p>
<p>思科越来越多地围绕人工智能网络需求进行定位。</p>
<p>康宁的光纤和连接产品正在受益于数据中心的建设。伟创力国际悄然成为与人工智能硬件部署相关的制造和供应链参与者。</p>
<p>阿克迈技术可能是名单上最令人惊讶的公司。Wood 指出，该公司曾在低增长的云计算和边缘计算领域待了多年，最近获得了一笔超大规模订单。这表明人工智能需求可能远远超出通常的半导体巨头。</p>
<p><strong>另请阅读：</strong>
<strong>Jim Cramer 表示英特尔股票如此火热 “每个人都必须买入”</strong></p>
<h2>人工智能支出范围扩大</h2>
<p>更重要的是，人工智能繁荣开始表现得不再像一个狭窄的软件趋势，而更像一个全面的基础设施周期。</p>
<p>这很重要，因为基础设施周期往往会吸引那些已经拥有制造能力、企业关系和技术专长的老牌工业和网络公司。</p>
<p>对于投资者来说，Wood 的评论表明华尔街可能低估了人工智能涟漪效应可能变得多么广泛——尤其是对于许多假设已经在多年前达到顶峰的公司。</p>
<p><strong>另请阅读：</strong>
<strong>英伟达让一家 175 年历史的玻璃公司看起来像一颗人工智能火箭</strong></p>
<p><em>图片来源：Ark Invest</em></p>

英特尔

阿克迈技术

思科

<p>Cathie Wood 指出五只 “泡沫时代股票”——英特尔、思科、康宁、伟创力国际和阿克迈技术——将受益于人工智能基础设施支出的浪潮。她认为，这些之前被忽视的公司，因人工智能的繁荣而变得越来越重要，这一繁荣正在超越传统科技巨头。Wood 强调，人工智能趋势正在演变为更广泛的基础设施周期，可能会使那些拥有成熟能力的老牌工业和网络公司受益。这表明华尔街可能低估了人工智能对这些公司影响的程度，而许多人认为这些公司已经达到巅峰</p>

<p>The AI trade is no longer just about the usual mega-cap winners. According to <strong>Cathie Wood</strong>, some of the biggest surprise beneficiaries of the artificial intelligence boom are companies many investors had long written off as relics of earlier tech cycles.</p>
<div class="lb-trans"><p>人工智能交易不再仅仅是关于那些常见的巨头赢家。根据 <strong>Cathie Wood</strong> 的说法，人工智能繁荣的最大受益者之一是许多投资者早已视为早期科技周期遗物的公司。</p>
</div><p>&#34;These are blasts from the past,&#34; Wood said, arguing that the AI spending frenzy is now lifting a group of older infrastructure and networking names.</p>
<div class="lb-trans"><p>“这些是过去的回声，” Wood 说，她认为人工智能支出热潮正在提升一群较老的基础设施和网络公司。</p>
</div><h2>Old Guard Revival</h2>
<div class="lb-trans"><h2>老牌公司的复兴</h2>
</div><p>Among the “bubble-era stocks” Wood highlighted were <strong>Intel Corporation</strong> (NASDAQ: INTC), <strong>Cisco Systems, Inc.</strong> (NASDAQ: CSCO), <strong>Corning Inc.</strong> (NYSE: GLW), <strong>Flex Ltd.</strong> (NASDAQ: FLEX) and <strong>Akamai Technologies, Inc.</strong> (NASDAQ: AKAM).</p>
<div class="lb-trans"><p>在 Wood 强调的 “泡沫时代股票” 中，有 <strong>英特尔公司</strong> (NASDAQ: INTC)、<strong>思科系统公司</strong> (NASDAQ: CSCO)、<strong>康宁公司</strong> (NYSE: GLW)、<strong>伟创力国际</strong> (NASDAQ: FLEX) 和 <strong>阿克迈技术</strong> (NASDAQ: AKAM)。</p>
</div><p>The common thread is AI infrastructure.</p>
<div class="lb-trans"><p>共同的主题是人工智能基础设施。</p>
</div><p>Intel has been trying to claw its way back into relevance through foundry ambitions and AI chips.</p>
<div class="lb-trans"><p>英特尔一直在努力通过代工雄心和人工智能芯片重新获得相关性。</p>
</div><p>Cisco has increasingly positioned itself around AI networking demand.</p>
<div class="lb-trans"><p>思科越来越多地围绕人工智能网络需求进行定位。</p>
</div><p>Corning's fiber and connectivity products are benefiting from data-center buildouts. Flex has quietly emerged as a manufacturing and supply-chain player tied to AI hardware deployment.</p>
<div class="lb-trans"><p>康宁的光纤和连接产品正在受益于数据中心的建设。伟创力国际悄然成为与人工智能硬件部署相关的制造和供应链参与者。</p>
</div><p>Akamai may be the most surprising inclusion on the list. Wood noted that the company, which had spent years as a low-growth cloud and edge-computing player, recently secured a hyperscaler order. A sign that AI demand may be reaching far beyond the usual semiconductor giants.</p>
<div class="lb-trans"><p>阿克迈技术可能是名单上最令人惊讶的公司。Wood 指出，该公司曾在低增长的云计算和边缘计算领域待了多年，最近获得了一笔超大规模订单。这表明人工智能需求可能远远超出通常的半导体巨头。</p>
</div><p><strong>Read Also:</strong>
<strong>Jim Cramer Says Intel Stock Is So Hot 'EVERYONE Will Have To Go To A Buy'</strong></p>
<div class="lb-trans"><p><strong>另请阅读：</strong>
<strong>Jim Cramer 表示英特尔股票如此火热 “每个人都必须买入”</strong></p>
</div><h2>AI Spending Broadens Out</h2>
<div class="lb-trans"><h2>人工智能支出范围扩大</h2>
</div><p>The bigger takeaway is that the AI boom is starting to behave less like a narrow software trend, and more like a full-scale infrastructure cycle.</p>
<div class="lb-trans"><p>更重要的是，人工智能繁荣开始表现得不再像一个狭窄的软件趋势，而更像一个全面的基础设施周期。</p>
</div><p>That matters because infrastructure cycles tend to pull in older industrial and networking players that already have manufacturing capacity, enterprise relationships, and technical expertise.</p>
<div class="lb-trans"><p>这很重要，因为基础设施周期往往会吸引那些已经拥有制造能力、企业关系和技术专长的老牌工业和网络公司。</p>
</div><p>For investors, Wood's comments suggest Wall Street may be underestimating how broad the AI ripple effect could become — especially for companies many assumed had already peaked years ago.</p>
<div class="lb-trans"><p>对于投资者来说，Wood 的评论表明华尔街可能低估了人工智能涟漪效应可能变得多么广泛——尤其是对于许多假设已经在多年前达到顶峰的公司。</p>
</div><p><strong>Read Also:</strong>
<strong>Nvidia Just Made A 175-Year-Old Glass Stock Look Like An AI Rocket</strong></p>
<div class="lb-trans"><p><strong>另请阅读：</strong>
<strong>英伟达让一家 175 年历史的玻璃公司看起来像一颗人工智能火箭</strong></p>
</div><p><em>Image: Courtesy Ark Invest</em></p>
<div class="lb-trans"><p><em>图片来源：Ark Invest</em></p>
</div>

Cathie Wood Picks 5 Bubble-Era Stocks That Are Riding The AI Wave: 'Blasts From The Past' She Says

- Cathie Wood 指出，许多被投资者遗忘的老牌科技公司正从 AI 热潮中受益。  
- Intel、Cisco、Corning、Flex 和 Akamai 等公司正在迎来复兴。  
- AI 需求的扩展可能超出传统半导体巨头，影响范围广泛。

benzinga_article

康宁

伟创力国际

2 倍做多 INTC ETF - GraniteShares

半导体 ETF - VanEck Vectors

Global X Data Center & Dgtl Infrs ETF

全球科技股指数 ETF - iShares

半导体 3 倍做多 - Direxion

北美科技软件股指数 ETF - iShares

费城交易所 半导体 ETF - iShares

标普半导体 ETF - SPDR

英伟达

NVIDIA Corporation

Cathie Wood 选出了 5 只泡沫时代的股票，这些股票正在搭乘人工智能的浪潮：她称之为 ‘来自过去的爆炸’