---
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.

### 相關股票

- [ANET.US](https://longbridge.com/zh-HK/quote/ANET.US.md)
- [NVDA.US](https://longbridge.com/zh-HK/quote/NVDA.US.md)
- [PSI.US](https://longbridge.com/zh-HK/quote/PSI.US.md)
- [IXN.US](https://longbridge.com/zh-HK/quote/IXN.US.md)
- [SOXX.US](https://longbridge.com/zh-HK/quote/SOXX.US.md)
- [AVGU.US](https://longbridge.com/zh-HK/quote/AVGU.US.md)
- [AVGW.US](https://longbridge.com/zh-HK/quote/AVGW.US.md)
- [07788.HK](https://longbridge.com/zh-HK/quote/07788.HK.md)
- [XLK.US](https://longbridge.com/zh-HK/quote/XLK.US.md)
- [AVGX.US](https://longbridge.com/zh-HK/quote/AVGX.US.md)
- [SMH.US](https://longbridge.com/zh-HK/quote/SMH.US.md)
- [NVDU.US](https://longbridge.com/zh-HK/quote/NVDU.US.md)
- [XSD.US](https://longbridge.com/zh-HK/quote/XSD.US.md)
- [ANEL.US](https://longbridge.com/zh-HK/quote/ANEL.US.md)
- [NVDX.US](https://longbridge.com/zh-HK/quote/NVDX.US.md)
- [NVDL.US](https://longbridge.com/zh-HK/quote/NVDL.US.md)
- [AVGG.US](https://longbridge.com/zh-HK/quote/AVGG.US.md)
- [XSW.US](https://longbridge.com/zh-HK/quote/XSW.US.md)
- [NVDY.US](https://longbridge.com/zh-HK/quote/NVDY.US.md)
- [AIFD.US](https://longbridge.com/zh-HK/quote/AIFD.US.md)
- [SOXL.US](https://longbridge.com/zh-HK/quote/SOXL.US.md)
- [AVL.US](https://longbridge.com/zh-HK/quote/AVL.US.md)
- [IGV.US](https://longbridge.com/zh-HK/quote/IGV.US.md)
- [AVGO.US](https://longbridge.com/zh-HK/quote/AVGO.US.md)
- [NVD.DE](https://longbridge.com/zh-HK/quote/NVD.DE.md)

## 相關資訊與研究

- [奇鋐訂單塞爆 董座：下半年大爆發 後市毫無懸念「一定更好」訂單直達 2029 年](https://longbridge.com/zh-HK/news/288449982.md)
- [AI 需求爆發 SK 集團會長：未來 5 年衝晶圓產能翻倍](https://longbridge.com/zh-HK/news/288410248.md)
- [瞄準 AI 工廠商機，光寶 COMPUTEX 首秀 800VDC 電源機櫃](https://longbridge.com/zh-HK/news/288366471.md)
- [獨家／英業達今年逐季成長可期！葉力誠：朝機櫃出貨佈局 擴廠效益 3 年展現](https://longbridge.com/zh-HK/news/288574247.md)
- [馬維爾股價持續飆升，Stifel 上調目標價，獲英偉達 CEO 背書](https://longbridge.com/zh-HK/news/288580271.md)