---
title: "Motley Fool 認為英偉達、博通和 Arista 是長期的 AI 贏家"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/288122823.md"
description: "《傻瓜投資》強調了英偉達、博通和 Arista Networks 作為長期人工智能投資的最佳選擇。這種樂觀情緒源於強勁的收益、增長預測和不斷擴大的角色：英偉達在中央處理器領域，博通在定製芯片方面，Arista 在網絡領域。背景是主要的超大規模雲服務商計劃到 2027 年進行超過 1 萬億美元的創紀錄資本支出"
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 認為英偉達、博通和 Arista 是長期的 AI 贏家

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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