--- title: "Navitas 與 POET Tech:哪個 AI 基礎設施股票更值得購買?" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286678224.md" description: "兩隻人工智能基礎設施股票正在飆升,但只有一隻得到了更強的驗證。在追逐下一步之前,投資者應該瞭解這些信息" datetime: "2026-05-17T16:45:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286678224.md) - [en](https://longbridge.com/en/news/286678224.md) - [zh-HK](https://longbridge.com/zh-HK/news/286678224.md) --- # Navitas 與 POET Tech:哪個 AI 基礎設施股票更值得購買? Two AI infrastructure stocks are surging, but only one has stronger validation. Here's what investors should know before chasing the next move. ### 相關股票 - [NVTS.US](https://longbridge.com/zh-HK/quote/NVTS.US.md) - [POET.US](https://longbridge.com/zh-HK/quote/POET.US.md) ## 相關資訊與研究 - [光學晶片商 POET 奪 5 億美元 AI 基建潛在大單 飆 43%](https://longbridge.com/zh-HK/news/286494230.md) - [光引擎突現重磅訂單:POET 斬獲 5000 萬美元採購合同,股價盤前飆升逾 20%](https://longbridge.com/zh-HK/news/286416452.md) - [兆美元流入 AI 基建 光互聯拿多少?](https://longbridge.com/zh-HK/news/286865274.md) - [滙豐上調思科評級至「買入」,看好 AI 基礎設施需求動能](https://longbridge.com/zh-HK/news/286586197.md) - [【行業透視】善用 AI 重在定義問題與專業把關](https://longbridge.com/zh-HK/news/286681677.md)