AI日报丨Wedbush重磅“站台”的16只AI股：英伟达领衔，称是“把握AI革命的最佳选择”

Core Insights - The article highlights the rapid development of artificial intelligence (AI) technology and its potential investment opportunities in the market [3] Group 1: AI Investment Opportunities - ASML is set to become the largest shareholder of French AI startup Mistral AI, investing €1.3 billion (approximately $1.5 billion) in a total financing round of €1.7 billion (about $2 billion), which will elevate Mistral's pre-money valuation to €10 billion (around $11.7 billion) [5] - Wedbush has recommended 16 AI-related stocks, including Nvidia (NVDA.US) and Palantir Technology (PLTR.US), suggesting that investors capitalize on the "AI revolution" through these stocks until early 2026 [6] - Analysts from Wedbush noted that major cloud computing companies like Microsoft (MSFT.US), Amazon (AMZN.US), and Alphabet (GOOGL.US) are leading an unprecedented capital expenditure cycle, indicating a broader adoption of AI across various sectors [7] Group 2: Key AI Stocks - Recommended AI software stocks include Palantir (PLTR.US) and MongoDB (MDB.US) [11] - Top AI chip stocks highlighted are Nvidia (NVDA.US) and AMD (AMD.US) [11] - Stocks expected to dominate the consumer AI space include Meta Platforms (META.US) [11] - Notable cybersecurity stocks under the AI theme are CrowdStrike (CRWD.US) and Palo Alto Networks (PANW.US) [11] - Major AI stocks to watch before year-end include Alphabet (GOOGL.US) and Microsoft (MSFT.US) [11] - Companies like Apple (AAPL.US) and Tesla (TSLA.US) are anticipated to undergo AI business transformations [11] - Promising energy sector AI stocks include Oklo (OKLO.US) and GE Vernova (GEV.US) [11] - Undervalued AI robotics stocks include Serve Robotics (SERV.US) [11] - Quality infrastructure stocks in the AI theme are CoreWeave (CRWV.US) and Nebius (NBIS.US) [11]