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总结
多家财经科技媒体援引“华尔街最看多科技股”的分析师Dan Ives观点称，其已为2026年重新梳理AI主题股票“前五名单”，其中包含苹果。尽管Ives形容苹果的AI布局为“隐形策略”，但他认为其可依托iPhone与软硬件生态把AI能力产品化并带来服务收入增量。报道同时指出，该名单并未将英伟达纳入，折射2025年AI行情后市场对2026年投资主线可能出现分化与轮动的预期。
正文
One of Dan Ives' top 5 AI stocks for 2026 is Apple, despite its "invisible AI strategy" Sherwood News Tech's biggest bull lists his top 5 AI stocks for 2026, and Nvidia isn't one of them MarketWatch Reflecting On The 2025 AI Stock Surge: Key Themes To Watch In 2026 Seeking Alpha The 5 Best Names to Play AI in 2026, According to Wall Street's Loudest Tech Bull Barron's Veteran analyst resets AI stock buy list for 2026 thestreet.com
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