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总结
多家美媒摘要显示，华尔街一位被称为“最直言的科技多头”的分析人士在展望2026年AI行情时，列出其看好的5只AI相关股票，并认为AI交易的下一阶段更偏向为AI提供“镐与铲”的基础设施与平台型公司，同时关注应用层的AI纯标的轮动机会。该观点为市场提供选股框架与主题线索，但截断文本未给出完整标的、估值依据与风险提示，信息可核验度有限。
正文
Wall Street's most outspoken tech bull says these are his 5 top AI stocks for 2026 Business Insider 5 Top Artificial Intelligence Stocks to Buy in 2026 The Motley Fool AI Trade's Next Leg Is All About Tech's 'Pick-and-Shovel' Stocks Bloomberg.com The Application-Layer Rotation: 3 AI Pure Plays Poised to Win in 2026 MarketBeat The Best AI Names for 2026, According to Wall Street's Most Outspoken Tech Bull Barron's
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