专家说，不是英伟达或超级微型，但这些股票的增长故事比特斯拉和苹果好

EMJCapital'sEricJacksonhassuggestedthatless-talked-aboutstockslikeDellTechnologiesInc.(NYSE:DELL)andArmHoldingsPlc(NASDAQ:ARM)haveabettergrowthstorythanindustrygiantsTeslaInc.(NASDAQ:TSLA)andAppleInc.(NASDAQ:AAPL).

WhatHappened:SpeakingonCNBC'sLastCallonMonday,Jacksonhighlightedtheimportanceofastock'sfuturegrowthpotentialoveritspastperformance."Idon'tcareifastockhasdonewell.Icareaboutcanitcontinuetodowell?Canitcontinuetogrow?"

HenotedthatinvestorsareoffloadingsharesofTeslaandApplebecausetheydon'tunderstandthegrowthstory."Wherearethegrowthstories,"heasked.

"So,twonamesIlikealotrightnow,andtheyfallintotheAIspace...buttheyarejustlesserknowncomparedtotheNvidiasandsupermicrosoutthere."GoingagainstthepopularchoiceslikeNvidiaCorporation(NASDAQ:NVDA),JacksonnamedDellandArmHoldingsthetwostockshecurrentlyfavors.

Greatinsightsfrom@ericjacksonontechstockson@LastCallCNBCwith@SullyCNBC

—DanIves(@DivesTech)April9,2024

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WhyItMatters:TheAIsectorhasbeenahottopicinthemarket,withinvestorsseekingindirectplaysinadditiontoobviouschoiceslikeNvidia.Lastmonth,FidelityInternationalgavesuggestionsthatalignwithJackson'srecommendationoflesser-knownAIstocks.

"Ratherthanfocusingonso-calledhotAIstocks–becausenamesthatarebigtodaymaynotbethewinnersoftomorrow–investorsmayconsiderthemanyindirectbeneficiaries,ordiversifiedbusinesses,wherethebenefitsofAImaynotbeimmediatelyobvioustoinvestors,"Fidelitysaidinitsreport.

InFebruaryearlierthisyear,veteraninvestorLouisNavelliernamedSuperMicroComputerInc.ashistoppick."SuperMicroishotterthanNvidia.Andthereasonthey'rehotteristheygotithigher–theybeattheirguidance.Andit'snotintheS&P500rightnow.They'llprobablybeadded,"Navelliersaidatthetime.

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