韦德布什调整AI股名单 CrowdStrike与Roblox入围

环球市场播报
Aug 18, 2025

  韦德布什证券对其IVES人工智能(AI)30股榜单进行洗牌,新增网络安全公司CrowdStrike(CRWD)、游戏平台RobloxRBLX)、能源企业GE Vernova(GEV)及AI基础设施服务商Nebius(NBIS),同时剔除网络安全公司CyberArk(CYBR)、企业AI软件商C3.ai(AI)、创意软件巨头Adobe(ADBE)及搜索分析平台Elastic(ESTC)。

  该榜单聚焦韦德布什认为未来数年AI领域核心标的,并纳入新成立的Dan Ives韦德布什AI革命ETF。

  Wedbush分析师指出,CrowdStrike凭借不断扩展的AI驱动安全模块及Charlotte AI产品强劲交易流入选。Roblox则因其提升平台参与度与变现潜力的AI探索功能获得席位。GE Vernova因契合数据中心电气化基础设施需求入选,Nebius则因当前AI基础设施需求远超供给而跻身榜单。

  被剔除企业均因公司特定或市场结构变化。C3.ai因销售组织重组及管理层变动失宠;CyberArk在Palo Alto Networks披露收购计划后被移出榜单,其技术将被整合至更宏大的AI安全布局;Adobe与Elastic则因产品路线图中AI推进放缓及部分需求疲软而落选。

  此次调整反映出韦德布什对未来数年塑造AI基础设施、软件及商业化格局企业的动态判断。

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