---
title: "分析师将人工智能和能源公司视为主要的增长选择"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/288120863.md"
description: "分析师将人工智能和能源行业视为主要增长机会。关键的人工智能股票包括英伟达、博通、Arista Networks 和台积电，这些公司受益于对芯片和数据中心的激增需求，从而推动标准普尔 500 指数的盈利。在能源领域，马拉松石油、纳伯斯工业和森科能源因库存紧张、供应安全问题以及稳定的需求而受到关注，这些因素支持了盈利，尽管市场波动"
datetime: "2026-05-29T21:59:06.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/288120863.md)
  - [en](https://longbridge.com/en/news/288120863.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/288120863.md)
---

# 分析师将人工智能和能源公司视为主要的增长选择

Who’s on the list: Highlighted stocks include Nvidia, Broadcom, Arista Networks, Taiwan Semiconductor, and energy firms Marathon Petroleum, Nabors Industries, and Suncor Energy. Why AI matters: AI spending is fueling S&P 500 earnings growth, with companies like Nvidia and TSMC benefiting from surging demand for advanced chips and data center infrastructure. Energy’s new setup: Tight inventories, supply security concerns, and steady demand are supporting energy sector earnings, making select energy stocks attractive despite market volatility.

### 相关股票

- [TSM.US](https://longbridge.com/zh-CN/quote/TSM.US.md)
- [NVDA.US](https://longbridge.com/zh-CN/quote/NVDA.US.md)
- [ANET.US](https://longbridge.com/zh-CN/quote/ANET.US.md)
- [NBR.US](https://longbridge.com/zh-CN/quote/NBR.US.md)
- [MPC.US](https://longbridge.com/zh-CN/quote/MPC.US.md)
- [SU.US](https://longbridge.com/zh-CN/quote/SU.US.md)
- [AVGG.US](https://longbridge.com/zh-CN/quote/AVGG.US.md)
- [SOXX.US](https://longbridge.com/zh-CN/quote/SOXX.US.md)
- [AMLP.US](https://longbridge.com/zh-CN/quote/AMLP.US.md)
- [AIFD.US](https://longbridge.com/zh-CN/quote/AIFD.US.md)
- [AVGW.US](https://longbridge.com/zh-CN/quote/AVGW.US.md)
- [XOP.US](https://longbridge.com/zh-CN/quote/XOP.US.md)
- [SOXL.US](https://longbridge.com/zh-CN/quote/SOXL.US.md)
- [AVGX.US](https://longbridge.com/zh-CN/quote/AVGX.US.md)
- [TSMX.US](https://longbridge.com/zh-CN/quote/TSMX.US.md)
- [NVDU.US](https://longbridge.com/zh-CN/quote/NVDU.US.md)
- [AVL.US](https://longbridge.com/zh-CN/quote/AVL.US.md)
- [XSD.US](https://longbridge.com/zh-CN/quote/XSD.US.md)
- [NVDQ.US](https://longbridge.com/zh-CN/quote/NVDQ.US.md)
- [CRAK.US](https://longbridge.com/zh-CN/quote/CRAK.US.md)
- [TSMZ.US](https://longbridge.com/zh-CN/quote/TSMZ.US.md)
- [NVDD.US](https://longbridge.com/zh-CN/quote/NVDD.US.md)
- [TSMG.US](https://longbridge.com/zh-CN/quote/TSMG.US.md)
- [VDE.US](https://longbridge.com/zh-CN/quote/VDE.US.md)
- [AVS.US](https://longbridge.com/zh-CN/quote/AVS.US.md)
- [AVGU.US](https://longbridge.com/zh-CN/quote/AVGU.US.md)
- [XLE.US](https://longbridge.com/zh-CN/quote/XLE.US.md)
- [PSI.US](https://longbridge.com/zh-CN/quote/PSI.US.md)
- [SMH.US](https://longbridge.com/zh-CN/quote/SMH.US.md)
- [MLPX.US](https://longbridge.com/zh-CN/quote/MLPX.US.md)
- [NVDY.US](https://longbridge.com/zh-CN/quote/NVDY.US.md)
- [IXN.US](https://longbridge.com/zh-CN/quote/IXN.US.md)
- [ANEL.US](https://longbridge.com/zh-CN/quote/ANEL.US.md)
- [MLPA.US](https://longbridge.com/zh-CN/quote/MLPA.US.md)
- [NVDS.US](https://longbridge.com/zh-CN/quote/NVDS.US.md)
- [NVD.US](https://longbridge.com/zh-CN/quote/NVD.US.md)
- [07788.HK](https://longbridge.com/zh-CN/quote/07788.HK.md)
- [NVDL.US](https://longbridge.com/zh-CN/quote/NVDL.US.md)
- [TSMU.US](https://longbridge.com/zh-CN/quote/TSMU.US.md)
- [XLK.US](https://longbridge.com/zh-CN/quote/XLK.US.md)
- [IEO.US](https://longbridge.com/zh-CN/quote/IEO.US.md)
- [NVDX.US](https://longbridge.com/zh-CN/quote/NVDX.US.md)
- [AVGO.US](https://longbridge.com/zh-CN/quote/AVGO.US.md)
- [.SPX.US](https://longbridge.com/zh-CN/quote/.SPX.US.md)
- [NVD.DE](https://longbridge.com/zh-CN/quote/NVD.DE.md)

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