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这两周的抄底清单：我最想持有的AI股票五大梯队 今天上午答应了大家，晚上就整理出来一份清单。 过去两周市场波动很大。趁着这次回调，我把自己的观察名单重新梳理了一遍。 先说一个前提，这不是涨幅排行榜。不代表第一梯队一定比第五梯队涨得多。 很多第五梯队的股票，未来涨幅可能远超第一梯队。 这个榜单更多代表我对未来1-3年：基本面，估值。市值空间，稳定性，持仓体验和叙事空间综合之后的风险收益比排序。这不是比谁最会涨的最猛，是谁最值得长期持有。 按照未来几年的AI瓶颈来看，我会给叙事这么排名，没说到的叙事不代表不好。 1. 存储 2. 光互连、光通信 3. 算力与基础设施 4. 能源 5. AI应用。 未来几年我认为最值得关注的是：存储 → 光互连 → Scale-Across → 电力 → Physical AI。 如果不想选股，其实也很简单。存储直接看 DRAM ETF。光通信直接看 FOTO ETF。能源直接看AIPO ETF。这三个ETF基本覆盖了我最看好的三个方向。 第一梯队（AI基础设施核心层) : NVDA, MU, SNDK, TSM, AVGO, MRVL, INTC。 这是AI扩张最底层的基础设施。NVDA = 算力，MU / SNDK = 存储，TSM = 制造，AVGO = ASIC + 网络，MRVL = 连接，INTC = AI服务器CPU + 网络 + Foundry Option。如果未来AI Capex继续增长，这一层最先受益，也是确定性最高的一层。 第二梯队（高确定性重估）: LITE, NOK, COHR, MSFT, ORCL,QCOM, NET。 第三梯队（AI基础设施扩张受益) : CRWV, NBIS, IREN, DELL, AAOI, ONTO, AMKR。 这一层是AI扩张越快，这些公司订单越多。但没有第一梯队那么不可替代。 第四梯队（数据层与软件层): SNOW, MDB, NOW, CRM, PLTR。 AI最终会落到数据和应用层。 第五梯队（未来主题与高Beta) : TSLA, OUST, BB, CEG, OKLO, SMR, NVTS, WOLF, SOFI, HOOD, CRCL 这一层并不是不看好。相反很多都是我长期关注的公司。这里面包含Physical AI, 机器人, 自动驾驶, AI-RAN,核电, 电力, 金融基础设施,很多公司的上限非常高。只是波动更大，兑现周期更长。 如果只能选5个，再帮大家筛选一下，我会直接把选股变成选赛道。 1. DRAM ETF 2. FOTO ETF 3. NVDA 4. MRVL 5. NOK DRAM覆盖存储。FOTO覆盖光通信。NVDA代表算力。MRVL代表连接。NOK代表Scale-Across和DCI。而且FOTO里面没有MRVL和NOK。刚好补齐我最看好的两个方向。 未来几年如果AI继续扩张，我认为最大的机会依然会围绕: 存储 → 光互连 → Scale-Across展开。这也是为什么最近市场大跌之后，我最优先关注的仍然是这几个方向, AI硬件股还是下半年确定性最高的板块，不过也可以同时关注老黄说的AI应用，Physical AI和Edge AI板块。

特朗普最近几个月一直在暗示你该买哪些美股？普通人玩美股最头疼的就是不知道买啥。 其实思路超级简单： 第一选择：直接定投标普500或纳指100，长期基本稳赚，不用操心选股。 第二选择：跟着特朗普的交易和公开表态走（下面附上好用的追踪网站）。 他最近大举买入并多次提及的标的，很多人都提前埋伏了，比如 $INTC $DELL $MU 等科技暴涨股。特朗普重点点名领域及标的（基于近期公开信息整理）： AI： DELL MU SNDK WDC 芯片： INTC AMD NVDA TSMC ARM 太空： RKLB PL SATS 加密货币： HOOD CRCL PURR 能源： BE GEV FCEL STE 无人机： UMAC ONDS AVEX 核能： X CCJ OKLO UUUU 机器人： OUST AEVA 量子： IONQ QBTS RGTI INFQ 电池： FLNC AMPX KULR 医疗保健： OSCR CLOV 光子学： AXTI AAOI LITE CRDO 稀土： USAR CRML TMC 制造业： STRL CDNL 关键矿产： TMQ MP LAC 想实时跟进特朗普及其团队的交易记录？推荐这些靠谱网站（数据接近官方，方便排序查看）： Trump Tracker： 覆盖政府人物交易和资产，一站式浏览超级方便。 OGE官网： 最权威的原始披露文件，虽有PDF较多，但最官方。 ProPublica： 聚合多位官员披露，搜索和辅助分析很实用。 TrumpTrades： 特朗普Q1交易可视化数据库，能轻松看清行业分布和热门标的。 Open Cabinet： 追踪特朗普官员OGE交易记录，数据最全最直观，支持按行业和Top标的排序。 额外推荐一个类似好用的： Unusual Whales Trump Portfolio： 专业追踪政客股票交易历史和持仓，数据实时性强，适合想看完整画像的朋友。这些网站都是事后公开数据，会有一定延迟，适合做长期参考和灵感来源。 平时多看看关注特朗普的讲话和采访，也经常能抓到新机会。 投资有风险，以上仅供参考，DYOR！

Jensen Huang defies the odds of marketing. "I took our product back to Dell and HP and IBM and Gateway, and they all told me it was too much money. You're well outside of the boundaries of what they're willing to pay for." "When your customers all tell you not to do something, the question is then what do you do?" "For the first five years of our company, we just turned off our blinders and said we're going to ignore customers." "Sometimes you have to ignore your customers. The reason for that is because they don't know the nature of your business. While the industry is being created, before there's common sense about the rules of that business, there is no way they can possibly know." PS. If you found value in this post make sure to like and repost this tweet + follow @uncover_ai to stay updated with the latest AI news. See you in the next one:

FOR 40 YEARS YOU LAUNCHED APPS. Click. Type. Wait. NVIDIA and Microsoft just ended that era. RTX Spark is a 1-petaflop superchip built into a laptop thin enough to be 14mm and light enough to be 3 pounds. Not a data center. Not a cloud subscription. A laptop that runs 120-billion-parameter models with 1 million token context locally, privately, and offline. Hermes Agent and OpenClaw are already building native Windows apps for it. Adobe is rearchitecting Photoshop and Premiere from the ground up for it. Jensen Huang called it the new PC. 128GB unified memory. Full Blackwell GPU. All-day battery. The PC just stopped being a tool. It became a teammate. Available this fall from ASUS, Dell, HP, Lenovo, Microsoft Surface, and MSI. Follow @neil_xbt for more AI and hardware intelligence.

Microsoft just dropped the most powerful laptop EVER. Surface Laptop Ultra is a 15-inch NVIDIA-powered laptop built to run local AI models, creative work, and gaming. NVIDIA’s RTX Spark Arm superchip: 20 Arm cores + Blackwell GPU (6,144 CUDA) 128GB unified memory Runs 120B models locally All packed into a thin laptop that barely throttles when you unplug it. But the specs aren't the story. The story is what it's built for. Running AI agents locally. On your machine. No cloud. No internet. 24/7. Your personal AI doesn't live on someone else's server anymore. It lives inside your laptop. ASUS, Dell, HP, Lenovo, MSI are all shipping devices with this chip. Microsoft just put their name on the flagship. Coming Fall 2026. The laptop hasn't changed in three decades. This is the moment it finally did. This is the future of agentic PCs. Big win for creators and devs.

In just the past month: $NOK — $13 → $16（23.08%） $IBM — $214 → $320（49.53%） $MRVL — $158→ $219（38.61%） $MU — $514→ $1,035 （101.36%） $NVDA — $196 → $224（14.29%） $ARM — $201 → $408（102.99%） $DELL — $208 → $465（123.56%） Now I recommend you buy AI stocks: $INTC at $103 $MSFT at $440 $MRVL at $219 $NOW at $128 Are you going to ignore him again? Don't watch from the sidelines again. Follow with notifications and pay attention.

🚨do you understand what just happened with NVIDIA RTX Spark.. Jensen Huang walked on stage and pulled an entire gaming PC out of his pocket. NVIDIA merged the CPU, RTX GPU, AI hardware and up to 128GB of memory into one Windows-on-ARM superchip and called it the end of the PC as you know it. > 20-core Grace CPU plus a Blackwell GPU with 6,144 CUDA cores - RTX 5070-tier graphics in a 14mm body. > NVIDIA claims 100+ FPS at 1440p in 007 First Light and Forza Horizon 6, on battery. > It runs a 120-billion-parameter AI model locally, no cloud needed. > ASUS, Dell, HP, Lenovo, MSI and Microsoft already have 30+ laptops lined up for this fall. The whole internet has two questions: is it real, and how much. Nobody's asking the third - what happens to every other chipmaker if it is. FOLLOW ME, THE NEXT DROP WILL BE SHOCKING.