<h2>关键点</h2>
<ul>
<li>Lam Research 在今年的股市表现出色，值得庆幸的是，它的上涨势头远未结束。</li>
<li>随着半导体市场的持续增长，Lam Research 的增长可能会加速。</li>
<li>对于运行人工智能工作负载所需的各种芯片类型，需求强劲，使得 Lam 股票成为长期投资的明智选择。</li>
<li>我们更看好的 10 只股票 ›</li>
</ul>
<p>人工智能（AI）股票在 2026 年开局平淡后重新焕发活力。<strong>Global X 人工智能与科技 ETF</strong> 是一只投资于在运营中使用人工智能并销售相关硬件和软件解决方案的公司的交易所交易基金，今年迄今已上涨 19%。</p>
<p>值得注意的是，自四月初以来，该 ETF 已上涨 28%，超过了同期 <strong>标准普尔 500 指数</strong> 的 12% 涨幅。很容易看出，为什么人工智能股票再次上涨。主要的超大规模云服务商和人工智能公司继续在人工智能数据中心进行大量投资，以满足对人工智能软件解决方案的激增需求。</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>像 <strong>Palantir Technologies</strong> 和 Anthropic 这样的公司正在见证其软件解决方案的显著需求，这些解决方案帮助客户实现重大生产力提升。因此，很容易看出，人工智能数据中心投资没有放缓的迹象。好消息是，人工智能软件提供商的巨大积压和关键组件的短缺应该确保公司继续投资数十亿美元以满足巨大的计算需求。</p>
<p>因此，购买 <strong>Lam Research</strong>（NASDAQ: LRCX）的股票可能会成为 2026 年最明智的投资之一。让我们看看为什么这只半导体股票可能是您投资以利用人工智能超级周期所需的唯一股票。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg3MDQ2OS9wZXJzb24tcHJlc3NpbmctYnV5LWJ1dHRvbi1rZXlib2FyZC5qcGcCNnc9NzAw?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-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg3MDQ2OS9wZXJzb24tcHJlc3NpbmctYnV5LWJ1dHRvbi1rZXlib2FyZC5qcGcCNnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>Lam Research 是利用人工智能增长的最佳方式之一</h2>
<p>对人工智能计算的日益需求解释了对各种类型芯片的强劲需求，包括图形处理单元（GPU）、服务器处理器、自定义人工智能处理器和内存。设计和制造这些芯片的公司预计销售增长将非常可观。</p>
<p>例如，<strong>Broadcom</strong> 预计其人工智能芯片收入将在短短两年内增长 5 倍。<strong>Nvidia</strong> 估计在 2026 年和 2027 年可以销售高达 1 万亿美元的数据中心人工智能芯片。同时，内存制造商正在争相增加供应，以应对内存芯片的巨大短缺。</p>
<p>所有这些都解释了为什么制造芯片所需的晶圆和制造设备（WFE）需求强劲。这对 Lam Research 来说是个好消息，该公司为芯片制造商、代工厂和内存公司设计和制造半导体制造设备。该公司最近将 2026 年的 WFE 支出预测从 1350 亿美元上调至 1400 亿美元。</p>
<p>然而，这似乎是一个保守的估计。市场研究公司 Counterpoint Research 预计，今年 WFE 支出将增长 11%，达到 1590 亿美元。更重要的是，预计市场将在本十年末之前持续增长，研究公司 Yole Group 估计到 2030 年 WFE 支出可能达到 1840 亿美元。</p>
<p>Lam Research 已经从这种强劲支出中受益，收入和盈利增长健康。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vbWVkaWEueWNoYXJ0cy5jb20vY2hhcnRzLzUyYzRiMGI5MWFmYzgwZGQzMDQ0ZGE1MWIzOWNmZjBiLnBuZwI2dz03MDA?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-dXJsPWh0dHBzOi8vbWVkaWEueWNoYXJ0cy5jb20vY2hhcnRzLzUyYzRiMGI5MWFmYzgwZGQzMDQ0ZGE1MWIzOWNmZjBiLnBuZwI2dz03MDA"/></p>
<p>数据来源：YCharts</p>
<p>对投资者来说，Lam Research 的增长有望加速。共识预测显示，当前财政年度其收入预计将增长 26%，达到 232 亿美元，接下来一年将大幅增长 31%。更好的是，Lam 的收入增长将推动其盈利增长。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vbWVkaWEueWNoYXJ0cy5jb20vY2hhcnRzL2U4Nzk2ZjNmZjcxYzU1MDJmY2ZhNTA3OWQ0NTAyYTA1LnBuZwI2dz03MDA?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-dXJsPWh0dHBzOi8vbWVkaWEueWNoYXJ0cy5jb20vY2hhcnRzL2U4Nzk2ZjNmZjcxYzU1MDJmY2ZhNTA3OWQ0NTAyYTA1LnBuZwI2dz03MDA"/></p>
<p>数据来源：YCharts</p>
<p>半导体市场的长期增长机会应确保 Lam 在接下来的三个财政年度之后继续保持稳健增长。</p>
<h2>股票可能带来稳健的长期收益</h2>
<p>到本十年末，WFE 市场实现比预期更快的增长并不令人惊讶。这是因为全球半导体市场的收入预计到 2030 年将以 20% 的年复合增长率（CAGR）增长，预计该行业在四年后年收入将超过 2 万亿美元，<strong>美国银行</strong> 表示。</p>
<p>这将创造出对 Lam 所销售的更多半导体制造设备的需求。因此，Lam 的盈利在当前和接下来的两个财政年度之后有很大机会实现两位数增长。假设在 2029 和 2030 财政年度能够实现 15% 的盈利增长，其每股收益在预测期末可能达到 12.63 美元（以 2028 财政年度预计的每股收益 9.53 美元为基准）。</p>
<p>如果到那时 Lam 的市盈率为 36.5 倍，符合科技股主导的纳斯达克 100 指数的市盈率，其股价可能在大约四年内飙升至 461 美元。这意味着潜在的上涨空间为 65%，这意味着在今年股价已经上涨 62% 之后，投资者仍然可以购买这只科技股，因为它有可能因半导体市场的增长而进一步飙升。</p>
<h2>现在应该购买 Lam Research 的股票吗？</h2>
<p>在您购买 Lam Research 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 Lam Research 并不在其中。这 10 只股票有可能在未来几年产生巨大的回报。</p>
<p>考虑一下 <strong>Netflix</strong> 在 2004 年 12 月 17 日上榜时……如果你在我们推荐时投资了 $1,000，<strong>你现在将拥有 $483,476</strong>！* 或者 <strong>Nvidia</strong> 在 2005 年 4 月 15 日上榜时……如果你在我们推荐时投资了 $1,000，<strong>你现在将拥有 $1,362,941</strong>！*</p>
<p>现在值得注意的是，<em>Stock Advisor</em> 的总平均回报率为 998%——相比之下，标准普尔 500 指数的回报率为 207%，这是一种超越市场的表现。<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> 的最新信息。</strong></p>
<p><strong>查看这 10 只股票 »</strong></p>
<p><em>*Stock Advisor 的回报截至 2026 年 5 月 19 日。</em></p>
<p><em>美国银行是 Motley Fool Money 的广告合作伙伴。Harsh Chauhan 在提到的任何股票中没有持仓。Motley Fool 持有并推荐 Broadcom、Lam Research、Nvidia 和 Palantir Technologies。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>

泛林集团

费城交易所 半导体 ETF - iShares

半导体 ETF - VanEck Vectors

LRCU

<p>泛林集团被认为是 2026 年的顶级人工智能股票，受益于不断增长的半导体市场以及对人工智能工作负载所需芯片的强劲需求。该公司预计将实现显著的收入增长，预计本财年增长 26%，明年增长 31%。半导体市场预计到 2030 年将以 20% 的年均增长率增长，从而推动对泛林集团制造设备的需求。投资者被鼓励将泛林集团视为人工智能超级周期中的长期投资机会</p>

<h2>Key Points</h2>
<div class="lb-trans"><h2>关键点</h2>
</div><ul>
<li>Lam Research has been a top performer on the stock market this year, and the good news is that its rally is far from being over.</li>
<li>Lam Research's growth is likely to accelerate as the semiconductor market continues to grow.</li>
<li>There is strong demand for various chip types needed to run AI workloads, making Lam stock a no-brainer buy for the long run.</li>
<li>10 stocks we like better than Lam Research ›</li>
</ul>
<div class="lb-trans"><ul>
<li>Lam Research 在今年的股市表现出色，值得庆幸的是，它的上涨势头远未结束。</li>
<li>随着半导体市场的持续增长，Lam Research 的增长可能会加速。</li>
<li>对于运行人工智能工作负载所需的各种芯片类型，需求强劲，使得 Lam 股票成为长期投资的明智选择。</li>
<li>我们更看好的 10 只股票 ›</li>
</ul>
</div><p>Artificial intelligence (AI) stocks have regained their mojo after a tepid start to 2026. The <strong>Global X Artificial Intelligence &amp; Technology ETF</strong>, an exchange-traded fund that invests in companies using AI in their operations and selling related hardware and software solutions, has appreciated by 19% so far this year.</p>
<div class="lb-trans"><p>人工智能（AI）股票在 2026 年开局平淡后重新焕发活力。<strong>Global X 人工智能与科技 ETF</strong> 是一只投资于在运营中使用人工智能并销售相关硬件和软件解决方案的公司的交易所交易基金，今年迄今已上涨 19%。</p>
</div><p>It is worth noting that the ETF has jumped by 28% since the beginning of April, outpacing the <strong>S&amp;P 500</strong>'s 12% gain over the same period. It is easy to see why AI stocks are rallying once again. Major hyperscalers and AI companies continue to invest heavily in AI data centers to meet the booming demand for AI software solutions.</p>
<div class="lb-trans"><p>值得注意的是，自四月初以来，该 ETF 已上涨 28%，超过了同期 <strong>标准普尔 500 指数</strong> 的 12% 涨幅。很容易看出，为什么人工智能股票再次上涨。主要的超大规模云服务商和人工智能公司继续在人工智能数据中心进行大量投资，以满足对人工智能软件解决方案的激增需求。</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>Companies such as <strong>Palantir Technologies</strong> and Anthropic are witnessing remarkable demand for their software solutions that help customers unlock major productivity gains. So, it is easy to see why there are no signs of a slowdown in AI data center investments. The good part is that the huge backlogs of AI software providers and the shortage of critical components should ensure that companies continue to invest billions of dollars to meet the heavy compute demand.</p>
<div class="lb-trans"><p>像 <strong>Palantir Technologies</strong> 和 Anthropic 这样的公司正在见证其软件解决方案的显著需求，这些解决方案帮助客户实现重大生产力提升。因此，很容易看出，人工智能数据中心投资没有放缓的迹象。好消息是，人工智能软件提供商的巨大积压和关键组件的短缺应该确保公司继续投资数十亿美元以满足巨大的计算需求。</p>
</div><p>As a result, buying shares of <strong>Lam Research</strong>(NASDAQ: LRCX) could turn out to be one of the smartest moves in 2026. Let's look at the reasons why this semiconductor stock may be the only one you need to invest in to capitalize on the AI supercycle.</p>
<div class="lb-trans"><p>因此，购买 <strong>Lam Research</strong>（NASDAQ: LRCX）的股票可能会成为 2026 年最明智的投资之一。让我们看看为什么这只半导体股票可能是您投资以利用人工智能超级周期所需的唯一股票。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg3MDQ2OS9wZXJzb24tcHJlc3NpbmctYnV5LWJ1dHRvbi1rZXlib2FyZC5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F870469%2Fperson-pressing-buy-button-keyboard.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>Lam Research is one of the best ways to capitalize on AI's growth</h2>
<div class="lb-trans"><h2>Lam Research 是利用人工智能增长的最佳方式之一</h2>
</div><p>The growing demand for AI compute explains the heavy demand for various types of chips, including graphics processing units (GPUs), server processors, custom AI processors, and memory. Companies designing and manufacturing these chips are expecting terrific sales growth.</p>
<div class="lb-trans"><p>对人工智能计算的日益需求解释了对各种类型芯片的强劲需求，包括图形处理单元（GPU）、服务器处理器、自定义人工智能处理器和内存。设计和制造这些芯片的公司预计销售增长将非常可观。</p>
</div><p><strong>Broadcom</strong>, for instance, is expecting a 5x increase in its AI chip revenue in just two years. <strong>Nvidia</strong> estimates it can sell a whopping $1 trillion worth of data center AI chips in 2026 and 2027. Meanwhile, memory manufacturers are scrambling to increase supply to address the huge shortage of memory chips.</p>
<div class="lb-trans"><p>例如，<strong>Broadcom</strong> 预计其人工智能芯片收入将在短短两年内增长 5 倍。<strong>Nvidia</strong> 估计在 2026 年和 2027 年可以销售高达 1 万亿美元的数据中心人工智能芯片。同时，内存制造商正在争相增加供应，以应对内存芯片的巨大短缺。</p>
</div><p>All this explains why there is terrific demand for wafer and fabrication equipment (WFE) that's needed to manufacture chips. This is great news for Lam Research, which designs and manufactures semiconductor manufacturing equipment for chipmakers, foundries, and memory companies. The company recently increased its 2026 WFE spending forecast to $140 billion from an earlier estimate of $135 billion.</p>
<div class="lb-trans"><p>所有这些都解释了为什么制造芯片所需的晶圆和制造设备（WFE）需求强劲。这对 Lam Research 来说是个好消息，该公司为芯片制造商、代工厂和内存公司设计和制造半导体制造设备。该公司最近将 2026 年的 WFE 支出预测从 1350 亿美元上调至 1400 亿美元。</p>
</div><p>However, that seems to be a conservative estimate. Market research firm Counterpoint Research is estimating an 11% increase in WFE spending this year to $159 billion. More importantly, the market is expected to keep growing until the end of the decade, with research firm Yole Group estimating that WFE spending could reach $184 billion in 2030.</p>
<div class="lb-trans"><p>然而，这似乎是一个保守的估计。市场研究公司 Counterpoint Research 预计，今年 WFE 支出将增长 11%，达到 1590 亿美元。更重要的是，预计市场将在本十年末之前持续增长，研究公司 Yole Group 估计到 2030 年 WFE 支出可能达到 1840 亿美元。</p>
</div><p>Lam Research is already benefiting from this strong spending, clocking healthy revenue and earnings growth.</p>
<div class="lb-trans"><p>Lam Research 已经从这种强劲支出中受益，收入和盈利增长健康。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vbWVkaWEueWNoYXJ0cy5jb20vY2hhcnRzLzUyYzRiMGI5MWFmYzgwZGQzMDQ0ZGE1MWIzOWNmZjBiLnBuZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fmedia.ycharts.com%2Fcharts%2F52c4b0b91afc80dd3044da51b39cff0b.png&amp;w=700"/></p>
<p>Data by YCharts</p>
<div class="lb-trans"><p>数据来源：YCharts</p>
</div><p>The good news for investors is that Lam Research's growth is poised to accelerate. Consensus estimates are projecting a 26% increase in its revenue in the current fiscal year to $23.2 billion, followed by a bigger jump of 31% in the next one. Even better, Lam's improving top-line growth will boost its earnings growth.</p>
<div class="lb-trans"><p>对投资者来说，Lam Research 的增长有望加速。共识预测显示，当前财政年度其收入预计将增长 26%，达到 232 亿美元，接下来一年将大幅增长 31%。更好的是，Lam 的收入增长将推动其盈利增长。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vbWVkaWEueWNoYXJ0cy5jb20vY2hhcnRzL2U4Nzk2ZjNmZjcxYzU1MDJmY2ZhNTA3OWQ0NTAyYTA1LnBuZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fmedia.ycharts.com%2Fcharts%2Fe8796f3ff71c5502fcfa5079d4502a05.png&amp;w=700"/></p>
<p>Data by YCharts</p>
<div class="lb-trans"><p>数据来源：YCharts</p>
</div><p>The secular growth opportunity in the semiconductor market should ensure that Lam continues to sustain solid growth beyond the next three fiscal years.</p>
<div class="lb-trans"><p>半导体市场的长期增长机会应确保 Lam 在接下来的三个财政年度之后继续保持稳健增长。</p>
</div><h2>The stock could deliver solid long-term gains</h2>
<div class="lb-trans"><h2>股票可能带来稳健的长期收益</h2>
</div><p>It won't be surprising to see the WFE market clocking faster-than-expected growth through the end of the decade. That's because the global semiconductor market's revenue could increase at a compound annual growth rate (CAGR) of 20% through 2030, with the industry clocking more than $2 trillion in annual revenue after four years, according to <strong>Bank of America</strong>.</p>
<div class="lb-trans"><p>到本十年末，WFE 市场实现比预期更快的增长并不令人惊讶。这是因为全球半导体市场的收入预计到 2030 年将以 20% 的年复合增长率（CAGR）增长，预计该行业在四年后年收入将超过 2 万亿美元，<strong>美国银行</strong> 表示。</p>
</div><p>This should create the need for more semiconductor manufacturing equipment that Lam sells. So, there is a good chance Lam's earnings will grow in double digits beyond the current and next two fiscal years. Assuming it can clock even 15% earnings growth in fiscal 2029 and 2030, its earnings per share could reach $12.63 at the end of the forecast period (using fiscal 2028's projected earnings of $9.53 per share as the base).</p>
<div class="lb-trans"><p>这将创造出对 Lam 所销售的更多半导体制造设备的需求。因此，Lam 的盈利在当前和接下来的两个财政年度之后有很大机会实现两位数增长。假设在 2029 和 2030 财政年度能够实现 15% 的盈利增长，其每股收益在预测期末可能达到 12.63 美元（以 2028 财政年度预计的每股收益 9.53 美元为基准）。</p>
</div><p>If Lam trades at 36.5 times earnings at that time, in line with the tech-laden Nasdaq-100 index's earnings multiple, its stock price could jump to $461 in about four years. That's a potential upside of 65%, which means that it isn't too late for investors to buy this tech stock following a 62% spike in its stock price so far this year, as it can easily soar higher thanks to the semiconductor market's growth.</p>
<div class="lb-trans"><p>如果到那时 Lam 的市盈率为 36.5 倍，符合科技股主导的纳斯达克 100 指数的市盈率，其股价可能在大约四年内飙升至 461 美元。这意味着潜在的上涨空间为 65%，这意味着在今年股价已经上涨 62% 之后，投资者仍然可以购买这只科技股，因为它有可能因半导体市场的增长而进一步飙升。</p>
</div><h2>Should you buy stock in Lam Research right now?</h2>
<div class="lb-trans"><h2>现在应该购买 Lam Research 的股票吗？</h2>
</div><p>Before you buy stock in Lam Research, consider this:</p>
<div class="lb-trans"><p>在您购买 Lam Research 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 Lam Research 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 Lam Research 并不在其中。这 10 只股票有可能在未来几年产生巨大的回报。</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 $483,476</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 $1,362,941</strong>!*</p>
<div class="lb-trans"><p>考虑一下 <strong>Netflix</strong> 在 2004 年 12 月 17 日上榜时……如果你在我们推荐时投资了 $1,000，<strong>你现在将拥有 $483,476</strong>！* 或者 <strong>Nvidia</strong> 在 2005 年 4 月 15 日上榜时……如果你在我们推荐时投资了 $1,000，<strong>你现在将拥有 $1,362,941</strong>！*</p>
</div><p>Now, it’s worth noting <em>Stock Advisor’s</em> total average return is 998% — a market-crushing outperformance compared to 207% 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 998%——相比之下，标准普尔 500 指数的回报率为 207%，这是一种超越市场的表现。<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> 的最新信息。</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 May 19, 2026.</em></p>
<div class="lb-trans"><p><em>*Stock Advisor 的回报截至 2026 年 5 月 19 日。</em></p>
</div><p><em>Bank of America is an advertising partner of Motley Fool Money. Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Broadcom, Lam Research, Nvidia, and Palantir Technologies. The Motley Fool has a disclosure policy.</em></p>
<div class="lb-trans"><p><em>美国银行是 Motley Fool Money 的广告合作伙伴。Harsh Chauhan 在提到的任何股票中没有持仓。Motley Fool 持有并推荐 Broadcom、Lam Research、Nvidia 和 Palantir Technologies。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>
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如果你在 2026 年只能购买一只 AI 股票，那就选择这一只