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总结
多家财经媒体指出，经历2025年AI行情推动后，2026年初美股AI相关股票面临“压力测试”，投资者开始更关注盈利兑现、估值与资本开支回报。盘面上，光通信与网络设备股Lumentum、Ciena走强，而AI芯片龙头英伟达小幅回落。报道认为板块分化将加剧，短期波动或延续，但长期机会仍与算力需求及数据中心网络升级相关。
正文
AI Stocks Pressured In Early 2026 Test. Lumentum, Ciena Jump, Nvidia Edges Down Investor's Business Daily Got $5,000? 3 Tech Stocks to Buy and Hold for the Long Term The Motley Fool AI took investors on a date in 2025. In 2026, analysts say it's time to foot the bill. Yahoo Finance 'Hectocorns' Are Just One AI Flashpoint for 2026 Bloomberg.com If I Could Buy Only 1 Stock to Bet on the AI Boom in 2026, It Would Be This One Nasdaq
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