---
title: "Motley Fool 指出 AI 股票表现疲软，而芯片制造商则有所斩获"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286681955.md"
description: "Motley Fool 强调了像 BigBear.ai 和 C3.ai 这样的挣扎中的 AI 股票，指出它们面临收入压力和竞争。相比之下，像博通和 Astera Labs 这样的芯片制造商在 AI 基础设施需求增长的背景下蓬勃发展。报告建议投资者的关注点从投机性的 AI 软件转向更稳定的硬件和基础设施投资"
datetime: "2026-05-17T20:31:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286681955.md)
  - [en](https://longbridge.com/en/news/286681955.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286681955.md)
---

# Motley Fool 指出 AI 股票表现疲软，而芯片制造商则有所斩获

AI laggards flagged: BigBear.ai and C3.ai face revenue pressures, widening losses, and competition, making them less appealing despite AI market expansion. Hardware leaders rise: Broadcom’s AI chip revenue is surging, and Astera Labs’ connectivity solutions are in demand as AI clusters scale. Investor shift ahead: Motley Fool’s picks indicate a move away from speculative AI software toward infrastructure and hardware with stronger fundamentals.

### 相关股票

- [ALAB.US](https://longbridge.com/zh-CN/quote/ALAB.US.md)
- [BBAI.US](https://longbridge.com/zh-CN/quote/BBAI.US.md)
- [AI.US](https://longbridge.com/zh-CN/quote/AI.US.md)
- [AVGW.US](https://longbridge.com/zh-CN/quote/AVGW.US.md)
- [AVGG.US](https://longbridge.com/zh-CN/quote/AVGG.US.md)
- [XSD.US](https://longbridge.com/zh-CN/quote/XSD.US.md)
- [PSI.US](https://longbridge.com/zh-CN/quote/PSI.US.md)
- [SMH.US](https://longbridge.com/zh-CN/quote/SMH.US.md)
- [AVGX.US](https://longbridge.com/zh-CN/quote/AVGX.US.md)
- [SOXL.US](https://longbridge.com/zh-CN/quote/SOXL.US.md)
- [AVGU.US](https://longbridge.com/zh-CN/quote/AVGU.US.md)
- [FTXL.US](https://longbridge.com/zh-CN/quote/FTXL.US.md)
- [AVL.US](https://longbridge.com/zh-CN/quote/AVL.US.md)
- [SOXX.US](https://longbridge.com/zh-CN/quote/SOXX.US.md)
- [AVGO.US](https://longbridge.com/zh-CN/quote/AVGO.US.md)
- [BBAI+.US](https://longbridge.com/zh-CN/quote/BBAI+.US.md)

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