---
title: "人工智能的收益和分析師的評級上調推動了科技板塊的上漲"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/288408197.md"
description: "戴爾、Credo 和 HPE 的人工智能驅動收益推動科技股達到多年高點。同時，William Blair 將 Cloudflare、Fastenal 和 Ethos Technologies 升級至其信心名單，基於人工智能的增長潛力。與此同時，Cathie Wood 的 ARK 將資本轉向人工智能硬件、自動化防禦和健康智能，減少對零售交易和金融科技領域的投資"
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師的評級上調推動了科技板塊的上漲

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.

### 相關股票

- [CRDO.US](https://longbridge.com/zh-HK/quote/CRDO.US.md)
- [DELL.US](https://longbridge.com/zh-HK/quote/DELL.US.md)
- [HPE.US](https://longbridge.com/zh-HK/quote/HPE.US.md)
- [NET.US](https://longbridge.com/zh-HK/quote/NET.US.md)
- [FAST.US](https://longbridge.com/zh-HK/quote/FAST.US.md)
- [CRDU.US](https://longbridge.com/zh-HK/quote/CRDU.US.md)
- [DLLL.US](https://longbridge.com/zh-HK/quote/DLLL.US.md)
- [LIFE.US](https://longbridge.com/zh-HK/quote/LIFE.US.md)
- [ARKK.US](https://longbridge.com/zh-HK/quote/ARKK.US.md)
- [HPE-C.US](https://longbridge.com/zh-HK/quote/HPE-C.US.md)

## 相關資訊與研究

- [高盛大幅上修 AI 伺服器預估、戴爾成最大贏家](https://longbridge.com/zh-HK/news/289288125.md)
- [黃金交叉提早出現：機器人瀏覽量首次超越人類，AI 代理為大宗](https://longbridge.com/zh-HK/news/288802921.md)
- [美股面臨高本益比風險，AI 熱潮推動科技股反彈與 IPO 申請潮興起](https://longbridge.com/zh-HK/news/289109554.md)
- [鉅亨速報 - Factset 最新調查：Credo Technology Group Holding LtdCRDO-US 的目標價調升至 270 元，幅度約 3.85%](https://longbridge.com/zh-HK/news/288902310.md)
- [白領失業剛開始，AI 將帶來「衡量者」末日](https://longbridge.com/zh-HK/news/288363042.md)