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总结
华尔街知名科技多头、Wedbush分析师在多家媒体报道中回顾2025年AI概念股大涨后，重置其面向2026年的AI投资买入清单，给出“前五大AI股票”但意外未将英伟达纳入。其观点认为2026年AI行情的增量机会可能更多来自云与数据中心基础设施、企业软件与AI应用落地等链条，而非单一算力龙头，并提醒市场需关注估值、竞争与业绩兑现节奏对股价的影响。
正文
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 Best AI Names for 2026, According to Wall Street's Most Outspoken Tech Bull Barron's Veteran analyst resets AI stock buy list for 2026 thestreet.com Wedbush Names Its Top 5 AI Stocks for 2026 that Are Not Nvidia (NVDA) TipRanks
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