24/7 Wall St. 建议在6月买入下跌的AI基础设施股票：英伟达、博通和微软
英文摘要
An article published on June 14, 2026, by 24/7 Wall St. identifies NVIDIA, Broadcom, and Microsoft as beaten-down AI infrastructure stocks to buy in June. The three have pulled back from spring highs despite accelerating revenue trajectories, creating what the author calls a textbook entry window. They are described as the picks-and-shovels triangle of the AI buildout: silicon (NVIDIA), custom accelerators and networking (Broadcom), and cloud (Microsoft). The piece encourages investors to capitalize on the temporary price weakness.
中文摘要
2026年6月14日，24/7 Wall St.发文指出，英伟达、博通和微软这三只AI基础设施股票在春季高点后回调，但收入增速仍在加快，因此提供了一个买入窗口。文章将它们描述为AI建设的“镐和铲”三角：英伟达代表硅芯片，博通代表定制加速器和网络，微软代表云计算，并认为投资者应利用这一暂时性疲弱机会。
关键要点
NVIDIA, Broadcom, and Microsoft have dip-buying appeal after pulling back from spring highs.
英伟达、博通和微软从春季高点回落后，具有逢低买入的吸引力。
Their underlying revenue growth is still accelerating, supporting the investment thesis.
三家公司的收入增速仍在加快，支撑投资逻辑。
The stocks are framed as the picks-and-shovels triangle: NVIDIA for silicon, Broadcom for custom accelerators/networking, Microsoft for cloud.
文章将这些股票定位为“镐和铲”三角组合：英伟达负责硅芯片，博通负责定制加速器与网络，微软负责云计算。