--- title: "人工智能的收益和分析师的评级上调推动了科技板块的上涨" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/288408197.md" description: "戴尔、Credo 和 HPE 的人工智能驱动收益推动科技股达到多年高点。同时，William Blair 将 Cloudflare、Fastenal 和 Ethos Technologies 升级至其信心名单，基于人工智能的增长潜力。与此同时，Cathie Wood 的 ARK 将资本转向人工智能硬件、自动化防御和健康智能，减少对零售交易和金融科技领域的投资" datetime: "2026-06-02T10:39:11.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/288408197.md) - [en](https://longbridge.com/en/news/288408197.md) - [zh-HK](https://longbridge.com/zh-HK/news/288408197.md) --- # 人工智能的收益和分析师的评级上调推动了科技板块的上涨 Earnings spark rally: Dell, Credo, and HPE posted blowout AI-driven results, lifting tech and software stocks to multi-year highs. Analyst conviction picks: William Blair added Cloudflare, Fastenal, and Ethos Technologies to its Conviction List, citing AI demand and growth potential. Portfolio pivot: Cathie Wood’s ARK shifted capital into AI hardware, autonomous defense, and health intelligence, trimming retail trading and fintech positions. ### 相关股票 - [CRDO.US](https://longbridge.com/zh-CN/quote/CRDO.US.md) - [DELL.US](https://longbridge.com/zh-CN/quote/DELL.US.md) - [HPE.US](https://longbridge.com/zh-CN/quote/HPE.US.md) - [NET.US](https://longbridge.com/zh-CN/quote/NET.US.md) - [FAST.US](https://longbridge.com/zh-CN/quote/FAST.US.md) - [CRDU.US](https://longbridge.com/zh-CN/quote/CRDU.US.md) - [DLLL.US](https://longbridge.com/zh-CN/quote/DLLL.US.md) - [LIFE.US](https://longbridge.com/zh-CN/quote/LIFE.US.md) - [ARKK.US](https://longbridge.com/zh-CN/quote/ARKK.US.md) - [HPE-C.US](https://longbridge.com/zh-CN/quote/HPE-C.US.md) ## 相关资讯与研究 - [Fastenal 五月日均销售增长近 15% 制造业需求强劲推动](https://longbridge.com/zh-CN/news/288764844.md) - [人类首次成为网络少数派：赢家输家清单与组织重构指南](https://longbridge.com/zh-CN/news/288995476.md) - [AI 算力狂潮延续，南方基金旗下科技系列 ETF 布局机遇备受关注](https://longbridge.com/zh-CN/news/288982995.md) - [五三银行首席信息官 Jude Schramm 入选《美国银行家》金融创新人物榜](https://longbridge.com/zh-CN/news/289211777.md) - [瑞银：A 股科技股拥挤程度远未达到历史峰值 科技超配比例仍有空间](https://longbridge.com/zh-CN/news/288707383.md)