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总结
据Barron's等媒体报道，华尔街一位以看多科技著称的分析人士在展望2026年“AI赢家”时，给出其看好的若干人工智能相关股票名单，并强调AI基础设施带来的硬件与存储需求可能继续外溢。文中回顾称，Western Digital与Seagate曾成为2025年的“意外AI受益者”，反映市场对数据存储与算力链条的再定价。不过，给定正文已被截断，具体入选的2026年标的与依据细节未完整呈现。
正文
The Best AI Names for 2026, According to Wall Street's Most Outspoken Tech Bull Barron's Western Digital and Seagate Were 2025's Surprise AI Winners. 7 Stocks That Could Shock in 2026. Barron's 2 No-Brainer AI Stocks to Buy Hand Over Fist for 2026 Yahoo Finance Could This Be the Best Artificial Intelligence (AI) Stock to Buy in January? Nasdaq Wall Street's most outspoken tech bull says these are his 5 top AI stocks for 2026 Business Insider
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