人工智能板块下一波行情：聚焦科技卖铲人概念股

Core Insights - The investment frenzy in artificial intelligence is leading large cloud service providers to invest billions in new data centers, prompting investors to focus on "picks and shovels" stocks in the tech sector [1][9] - In 2025, data storage companies led the S&P 500 index, with SanDisk's stock soaring nearly 580%, while Western Digital and Seagate ranked second and fourth respectively [1][9] - Nvidia, previously a leader in the AI sector, saw its stock rise only 40% in 2025, dropping to 71st place in the S&P 500 index, indicating a shift in market dynamics [1][9] Data Storage Sector - Following significant gains in 2025, Wall Street expects continued interest in the data storage sector in 2026, although the leading stocks may face a slowdown [11] - Analysts project an average target price of $264 for SanDisk in 2026, representing an approximate 8% increase from its current price of around $244 [11] - Analysts are optimistic about Pure Storage, with a current stock price of $68 and a target price of $94 for 2026, indicating a potential 38% increase [3][11] Infrastructure and Power Sector - Companies involved in data center construction and power supply are expected to maintain upward momentum [12] - Quanta Services is highlighted as a preferred stock, providing engineering contracting services to utility and telecom companies, alongside other contractors like MYR Group and Primoris Services [12] - Companies producing high-speed fiber and copper cabling solutions, such as Amphenol, are also in demand, along with power infrastructure firms like Vista Energy and General Electric Vernova [12] Bitcoin Mining Companies - Bitcoin mining firms are transitioning from cryptocurrency mining to data center power supply, presenting potential valuation reassessment opportunities [13] - These companies have established power resources and are expected to shift towards higher-value high-performance computing hosting contracts [13] - Notable companies in this sector include Bitdeer Technologies, which saw a stock surge after announcing further AI investments, and others like Italian National Power and Riot Platforms [6][13] Temperature Control and Cooling Sector - The need for high-precision HVAC systems in data centers is driving demand for related equipment companies [14] - Vertiv Technologies, which provides power systems and cooling solutions for data centers, saw a 46% stock increase in 2025 and remains a market focus [14] - Other notable companies include Comfort Systems USA and water treatment firms like Ecolab and American Water Works [14] Software Sector - Long-term investors are turning their attention to the software sector, anticipating that advancements in large language models will benefit software companies in the long run [15] - The S&P 500 software industry index saw a modest 12% increase in 2025, lagging behind the broader market's 17% rise, making the sector's valuation more attractive [15][16] - Companies like Snowflake, Datadog, and ServiceNow are being monitored for their potential despite current market conditions [16]