英伟达股价周一盘前交易中下跌，此前首席执行官黄仁勋承认有婚外情，促使独立董事会展开调查，查明他是否成为外国情报行动的目标。英伟达强调，机密数据和国家安全从未受到损害，但这一消息传来之际，公司正处于脆弱时刻——距离季度财报发布仅几天之际，而众议员们已呼吁就出口管制合规问题举行国会简报会。
Nvidia shares slipped in premarket trade Monday after CEO Jensen Huang admitted to an extramarital affair, prompting an independent board probe into whether he was targeted by a foreign intelligence operation. While Nvidia stressed that confidential data and national security were never compromised, the news lands at a vulnerable moment—just days before quarterly earnings, with House lawmakers already calling for congressional briefings on export-control compliance.
但尽管英伟达正在应对后续影响，更广泛的人工智能基础设施建设仍在继续。资金正在积极流向国内半导体股、定制超大规模数据中心芯片、企业软件平台，以及支撑数据中心运行的电网基础设施。
But while Nvidia deals with the fall-out, the broader artificial intelligence infrastructure buildout is powering on. Capital is actively rotating into domestic semiconductor plays, custom hyperscaler silicon, enterprise software platforms, and the power grid infrastructure keeping data centers running.
InvestingPro会员，订阅费每月低于8美元——迄今2026年的最低价格——已在头条新闻出现前，提前布局了其中几只突破股。此外，Investing.com的早鸟促销在有限时间内，最高提供55%的折扣，让用户获得与全年让高级会员始终走在前列的同类投资级研究相同的访问权限。以下是推动企业和人工智能基础设施建设的五家英伟达替代股：德州仪器（纳斯达克：TXN）：自被选中以来上涨+32.74%——一家纯粹的半导体避风港，TXN主导着为汽车、工业机器人和企业硬件提供动力的模拟和嵌入式芯片。
InvestingPro members, who subscribed for less than $8 a month — the lowest price of 2026 so far — have already been positioned ahead of several of these breakout names before the headlines hit. And for a limited time, Investing.com’s Early Bird Sale is giving up to 55% off access to the same investor-grade research that has kept premium members positioned ahead of these calls all year long. Here are five alternatives to Nvidia driving the enterprise and AI infrastructure buildout: Texas Instruments (NASDAQGS:TXN): up +32.74% since picked — A pure-play semiconductor safe haven, TXN dominates the analog and embedded chips powering automotive, industrial robotics, and enterprise hardware.
该公司在德克萨斯州和犹他州拥有广泛的300毫米国内制造能力，提供完全不受亚洲晶圆厂瓶颈和海外出口纠纷影响的半导体投资敞口。
With extensive 300mm domestic manufacturing across Texas and Utah, the company offers semiconductor exposure completely insulated from Asian foundry bottlenecks and overseas export drama.
Kyndryl Holdings (NYSE: KD)：自入选以来上涨 +32.12% —— 缺乏集成，原始 AI 算力毫无用处。Kyndryl 从 IBM 分拆而来，负责管理跨混合云部署 AI 工作负载所需的复杂底层架构。其估值仅为半导体股的一小部分，却在所有主要超大规模云服务商处锁定了稳定的多年企业现代化合同。
Kyndryl Holdings (NYSE:KD): up +32.12% since picked — Raw AI compute is useless without integration. Spun off from IBM, Kyndryl manages the complex plumbing required to deploy AI workloads across hybrid clouds. Trading at a fraction of semiconductor valuations, it secures steady multi-year enterprise modernization contracts across all primary hyperscalers.
Insight Enterprises (NASDAQGS: NSIT)：自入选以来上涨 +32.08% —— Insight 是财富 500 强企业采购硬件和云服务的首选聚合商。作为厂商中立的系统集成商，无论客户基于英伟达、AMD 还是超大规模云厂商的 ASIC 芯片构建架构，它都能从企业 IT 升级中获利 —— 实现稳健的利润率增长，且不承担单一供应商风险。
Insight Enterprises (NASDAQGS:NSIT): up +32.08% since picked — Insight acts as the Fortune 500’s go-to hardware and cloud aggregator. As a vendor-agnostic systems integrator, it monetizes corporate IT upgrades whether a customer builds on Nvidia, AMD, or hyperscaler ASICs—delivering steady margin growth with zero single-supplier risk.
Salesforce (NYSE: CRM)：自入选以来上涨 +31.12% —— Salesforce 直接变现位于芯片之上的高利润软件层。其 Agentforce 平台将公司定位为销售和客户服务领域自主企业 AI 工作流的默认引擎，将企业 AI 采纳转化为经常性订阅收入，且零硬件资本支出敞口。
Salesforce (NYSE:CRM): up +31.12% since picked — Salesforce monetizes the high-margin software layer directly above the silicon. Its Agentforce platform positions the company as the default engine for autonomous enterprise AI workflows across sales and customer service, turning corporate AI adoption into recurring subscription revenue with zero hardware capex exposure.
First Solar (NASDAQGS: FSLR)：仅 11 月单月即上涨 +15.33% —— AI 最关键的长期瓶颈是电网电力，而非仅仅是芯片。随着超大规模云厂商签署大规模多吉瓦交易为算力集群供电，First Solar 提供运行这些集群所需的实体清洁电力。作为美国领先的太阳能制造商，它提供了一种完全规避海外芯片出口管制和关税摩擦的 AI 基础设施投资标的。
First Solar (NASDAQGS:FSLR): up +15.33% in November alone — AI’s most critical long-term bottleneck is grid power, not just chips. As hyperscalers sign massive multi-gigawatt deals to energize computing clusters, First Solar provides the physical clean power to run them. As the leading U.S.-based solar manufacturer, it offers an AI infrastructure play completely removed from overseas chip export curbs and tariff friction.
InvestingPro 会员可点击此处 直接查看 11 月精选的完整名单。还不是会员？现在就是获取完整名单的机会：但 AI 是如何选股的？
InvestingPro members can jump straight to the FULL list of November picks HERE. Still not a member? Then here’s your chance to get the full list NOW: But how does the AI pick stocks?
我们 AI 模型最酷的功能之一是，它不仅选股，还会向 InvestingPro 会员解释选择理由，辅助其决策过程。
One of the coolest features of our AI model is that it not only selects stocks but also explains to InvestingPro members why it made those choices, helping with their decision-making process.
我们的 AI 模型为每一只入选或剔除的股票都提供同样详尽的理由，让会员清楚地知道当时数据显示了什么。
Our AI models provide the same detailed rationale for every stock they select or remove, so members know exactly what the data showed at the time.
通过将机构级金融研究与机器学习模型应用于全球 6 万多只股票，ProPicks AI 找出那些基本面与增长前景指向超额行情、且尚未被广泛市场察觉的公司。每一只入选股票都附带其背后的理由，让会员清楚地知道当时数据显示了什么。
By applying investor-grade financial research and machine-learning models to more than 60,000 stocks worldwide, ProPicks AI finds the companies where fundamentals and growth outlook point to outsized moves before the broader market catches on. Every pick comes with the rationale behind it, so members know exactly what the data showed at the time.
德州仪器因近期市场表现强劲、增长加速、以及随着利润预计大幅上升而估值改善，被我们的机器学习引擎选中。如果说英伟达代表了高功率集中计算这一波动剧烈的核心，那么 TXN 就是其国内、高现金生成能力的工业对应物。以下是模型在其最新行情启动前识别出的要点：周期拐点：该股过去三个月回报约 27%，年初至今回报约 23%，得益于 2025 年第四季度营收反弹 10% 以及自由现金流激增 96%。随着工业、汽车和消费渠道需求恢复常态，漫长的“模拟芯片寒冬”正式结束。
Texas Instruments was selected by our ML engine for its strong recent market performance, accelerating growth, and improving value as profits are set to rise sharply. If Nvidia represents the volatile epicenter of concentrated high-power computing, TXN is its domestic, highly cash-generative industrial counterpart. Here is what the models identified before the its latest move: Cyclical Inflection: The stock has returned ~27% over the past three months and ~23% year-to-date, driven by a 10% revenue rebound in Q4 2025 and a 96% surge in free cash flow. The prolonged "analog winter" is formally over as demand normalizes across industrial, automotive, and consumer channels.
资本开支悬崖释放股东回报：过去三年在扩建国内 300 毫米晶圆制造产能上投入巨资后，TXN 将 2026 年资本开支预算削减近一半。这一资本开支削减将把巨额流动性重新导向自由现金流、股票回购和股息派发。
Capex Cliff to Unlock Shareholder Yield: Having spent heavily on expanding domestic 300mm wafer fabrication capacity over the past three years, TXN is cutting its capital expenditure budget nearly in half in 2026. This capex reduction will direct massive liquidity back toward free cash flow, share repurchases, and dividend payouts.
国内规模与战略并购：一项里程碑式的 75 亿美元收购 Silicon Laboratories（芯科科技）交易增加了 1200 多款无线产品，使 TXN 有望在低功耗物联网连接和边缘 AI 处理领域占据领先地位，并每年产生约 4.5 亿美元的成本协同效应。凭借内部美国制造产能，TXN 完全规避了目前困扰高端 GPU 设计商的出口限制和海外地缘政治瓶颈。
Domestic Scale & Strategic M&A: A landmark $7.5 billion acquisition of Silicon Laboratories adds over 1,200 wireless products, positioning TXN to lead in low-power IoT connectivity and Edge AI processing, while generating roughly $450 million in annual cost synergies. With internal U.S. fabrication capacity, TXN operates completely clear of the export restrictions and overseas geopolitical bottlenecks currently weighing on high-end GPU designers.
想查看完整名单？InvestingPro 会员可在此处获取 11 月完整的 AI 选股名单（及其理由）——现可享早鸟优惠，最高立减 55%。凭借专业级金融智能支持，我们每月更新的科技股精选名单在最近的市场回调中依然大幅跑赢大盘，自 2023 年 11 月推出以来累计回报达 +152.06%。这比基准标普 500 指数高出惊人的 +77.90%。
Want to see the full list? InvestingPro members can access November’s complete set of AI-powered stock picks (and their rationales) HERE - Now available at up to 55% off as part of our Early Bird Sale Backed by professional-grade financial intelligence, our monthly-updated list of tech picks has absolutely crushed the broader market despite the latest rout, posting a +152.06% return since launching in November 2023. That is an incredible +77.90% outperformance over the benchmark S&P 500.
*这些是自 2023 年 11 月 AI 模型正式上线以来记录的真实数据。
*These are real-world numbers, recorded since the official launch of our AI models in November 2023.
这就是避开高估股票、在大众之前发掘全新价值的威力。10 月的工作已告一段落，下一个周期已经开启。
That is the power of moving out of overextended names and finding fresh value before the crowd does. The work for October is done, and the next cycle has already begun.
11 月 AI 精选股票新名单现已上线。使用 ProPicks，订阅者不仅能获得代码列表，还能获取我们各项策略中每一只股票增减背后的精确理由，帮助投资者在更广泛的市场做出反应前，做出基于数据的明智决策。
A New List of AI-Picked Stocks for November IS NOW LIVE With ProPicks, subscribers don’t just receive a list of tickers. They gain access to the precise rationale behind every single addition and removal across our strategies, helping investors make informed, data-backed decisions before the broader market reacts.
不要错过查看 11 月完整精选名单、洞悉聪明资金下一步动向的机会。
Do not miss the opportunity to review the full list of November picks and see exactly where the smart money is moving next.
作为早鸟优惠的一部分，您现在订阅 InvestingPro 最高可享 55% 折扣！已经是会员？点此直接跳转至 11 月完整精选名单。还不是会员？现在就是获取完整名单的机会。
AI 选股器如何运作：每月初，我们的专有 AI 系统利用历史数据、估值信号与前瞻性增长指标的复杂组合，评估数千只全球股票。
As part of our Early Bird Sale, you can secure an InvestingPro subscription for up to 55% off! Already a member? Jump straight to the FULL list of November picks HERE. Not yet a member? Here’s your opportunity to access the full list now How the AI Stock Picker Works At the beginning of each month, our proprietary AI system evaluates thousands of global equities using a complex blend of historical data, valuation signals, and forward-looking growth metrics.
通过处理跨越 15 年以上、涵盖 150 多个量化模型的财务数据，该引擎根据预期的中期上涨潜力，为每项策略筛选出最多 20 只高信心股票。
By processing more than 15 years of financial data across more than 150 quantitative models, the engine identifies up to 20 high-conviction stocks per strategy based on their projected medium-term upside potential.
每个月，这些策略都会经历一个严格的再平衡过程。新机会会被加入，表现强劲的股票会被保留，不再符合标准的股票会被剔除。
Every month, these strategies undergo a strict rebalancing process. New opportunities are added, strong performers are retained, and stocks that no longer meet the criteria are removed.
为持续跟踪表现，每个策略在所有入选股票上采用等权重配置。投资者可自行调整配置，但这一结构为评估整体模型表现提供了透明的基准。目标是随着市场条件演变，系统性地将资金重新配置至最强机会。
To consistently track performance, each strategy utilizes equal weighting across all selected stocks. While investors are free to adjust their own allocations, this structure provides a transparent benchmark for evaluating overall model performance. The objective is to systematically reposition capital toward the strongest opportunities as market conditions evolve.
免责声明：文章中提及的订阅价格在发布时准确。我们会定期为会员测试不同优惠，具体可能因地区而异。
Disclaimer: Subscription prices mentioned in articles are accurate at the time of publication. We regularly test different offers for our members, which may vary by region.