AI 基建相關（“S-To The Moon - Tiger Brokers Online Investing Community - To The Moon

AI 基建相關（“Stealth” AI 股）

Willdan Group (WLDN)、CBRE Group (CBRE)、Primoris Services (PRIM) 等因在AI數據中心基建角色中扮演關鍵角色，近期表現相對抗跌，在AI主線冷卻之際提供市場冷門但穩健的潛力。市場預見AI行業將從2023年的1500億美元擴大至2030年的1.34兆美元，供應鏈相關企業有望受益。

資金流入的企業軟體龍頭

Magnite (MGNI) 作為廣告平臺的代表，正受到眾多基金關注。其Q2盈餘年增43%、2025年預估年增27%，目前技術面處於潛在突破位置，若能站穩，將可能引發一波績效回補行情。

傳統科技與 IT 基礎建設股

MIT指出多數GenAI專案未能創造實質營收，短期壓抑AI概念股表現。然而，IBM、Accenture、Dell、HPE、Cisco、Arista 等企業在推動AI落地與IT現代化方面具備角色優勢。可能成為AI波段調整後的反彈焦點。

Netflix 飆升潛力

Netflix被納入IBD的「Breakout Stocks Index」，正技術性形成第二級平臺形態，買點約在1,341美元。若其拓展至遊戲、體育、現場活動、實體景點等多角化策略奏效，不失為有爆發力的選擇。

💰Stocks to watch today?(1 Apr）

1. What news/movements are worth noting in the market today? Any stocks to watch? 2. What trading opportunities are there? Do you have any plans? 🎁 Make a post here, everyone stands a chance to win Tiger coins!

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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