---
title: "Motley Fool 认为英伟达、博通和 Arista 是长期的 AI 赢家"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/288122823.md"
description: "《傻瓜投资》强调了英伟达、博通和 Arista Networks 作为长期人工智能投资的最佳选择。这种乐观情绪源于强劲的收益、增长预测和不断扩大的角色：英伟达在中央处理器领域，博通在定制芯片方面，Arista 在网络领域。背景是主要的超大规模云服务商计划到 2027 年进行超过 1 万亿美元的创纪录资本支出"
datetime: "2026-05-29T22:51:06.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/288122823.md)
  - [en](https://longbridge.com/en/news/288122823.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/288122823.md)
---

# Motley Fool 认为英伟达、博通和 Arista 是长期的 AI 赢家

Who’s in focus?: Nvidia, Broadcom, and Arista Networks are being touted as strong long-term AI plays after stellar earnings and growth projections. Why the optimism?: Nvidia is expanding beyond GPUs into CPUs, Broadcom is leading in custom AI chips, and Arista is vital for AI networking. What’s the backdrop?: Major AI hyperscalers plan record capital expenditures in the coming years, potentially exceeding $1 trillion by 2027.

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