---
title: "Motley Fool 指出 AI 股票表現疲軟，而芯片製造商則有所斬獲"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286681955.md"
description: "Motley Fool 強調了像 BigBear.ai 和 C3.ai 這樣的掙扎中的 AI 股票，指出它們面臨收入壓力和競爭。相比之下，像博通和 Astera Labs 這樣的芯片製造商在 AI 基礎設施需求增長的背景下蓬勃發展。報告建議投資者的關注點從投機性的 AI 軟件轉向更穩定的硬件和基礎設施投資"
datetime: "2026-05-17T20:31:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286681955.md)
  - [en](https://longbridge.com/en/news/286681955.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286681955.md)
---

# Motley Fool 指出 AI 股票表現疲軟，而芯片製造商則有所斬獲

AI laggards flagged: BigBear.ai and C3.ai face revenue pressures, widening losses, and competition, making them less appealing despite AI market expansion. Hardware leaders rise: Broadcom’s AI chip revenue is surging, and Astera Labs’ connectivity solutions are in demand as AI clusters scale. Investor shift ahead: Motley Fool’s picks indicate a move away from speculative AI software toward infrastructure and hardware with stronger fundamentals.

### 相關股票

- [ALAB.US](https://longbridge.com/zh-HK/quote/ALAB.US.md)
- [BBAI.US](https://longbridge.com/zh-HK/quote/BBAI.US.md)
- [AI.US](https://longbridge.com/zh-HK/quote/AI.US.md)
- [AVGW.US](https://longbridge.com/zh-HK/quote/AVGW.US.md)
- [AVGG.US](https://longbridge.com/zh-HK/quote/AVGG.US.md)
- [XSD.US](https://longbridge.com/zh-HK/quote/XSD.US.md)
- [PSI.US](https://longbridge.com/zh-HK/quote/PSI.US.md)
- [SMH.US](https://longbridge.com/zh-HK/quote/SMH.US.md)
- [AVGX.US](https://longbridge.com/zh-HK/quote/AVGX.US.md)
- [SOXL.US](https://longbridge.com/zh-HK/quote/SOXL.US.md)
- [AVGU.US](https://longbridge.com/zh-HK/quote/AVGU.US.md)
- [FTXL.US](https://longbridge.com/zh-HK/quote/FTXL.US.md)
- [AVL.US](https://longbridge.com/zh-HK/quote/AVL.US.md)
- [SOXX.US](https://longbridge.com/zh-HK/quote/SOXX.US.md)
- [AVGO.US](https://longbridge.com/zh-HK/quote/AVGO.US.md)
- [BBAI+.US](https://longbridge.com/zh-HK/quote/BBAI+.US.md)

## 相關資訊與研究

- [高層看好 CPO 需求、AI 高速傳輸巨頭 Astera 股價飆](https://longbridge.com/zh-HK/news/286988861.md)
- [博通 AI 商機持續被看好 大摩、高盛齊喊多 目標價最高上看 545 美元](https://longbridge.com/zh-HK/news/287007923.md)
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- [美系外資調高評等 兩檔當紅主動式 ETF 大買 + 三利多 聯電飆 26 年新高](https://longbridge.com/zh-HK/news/286850682.md)