<p>半导体行业多年来一直是长期投资者可靠的领域。许多芯片制造商受益于人工智能的助推，因为公司们急于利用这项新技术。半导体还广泛应用于日常设备和家电，如计算机、汽车和冰箱。</p>
<p>投资者只需看看 <strong>iShares 半导体 ETF</strong>（纳斯达克股票代码：<strong>SOXX</strong>）就能看出半导体股票表现如何超越了股市。该 ETF 今年迄今已上涨了 31%，过去五年更是惊人地增长了 287%。<strong>标普 500 指数</strong> 十多年来都没有产生这样的回报。</p>
<p>半导体股票已经为那些早期入市的投资者创造了世代财富，但对于现在开始投资的人来说，还有更多收益。一些投资者可以建立头寸，并在时机成熟时将其传给子孙。这三只半导体股票有很多长期潜力，特别是如果您有长期眼界。</p>
<h2>英伟达（NVDA）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>图片来源：gguy / Shutterstock.com</p>
<p><strong>英伟达</strong>（纳斯达克股票代码：<strong>NVDA</strong>）一直是推动标普 500 指数创下历史新高的巨无霸。它也是 iShares 半导体 ETF 中的最大持仓。虽然该 ETF 表现不俗，但英伟达的表现更是创纪录。</p>
<p>该股票今年迄今已翻倍以上，在过去五年中增长了超过 2700%。然而，短期内存在一些弱势。英伟达正在经历一个短暂的休整期，导致股价从历史高点下跌了 12%。随着股票分拆终于完成，股价有所降温，但公司的财务状况仍然令人难以置信。</p>
<p>财报显示，英伟达 2025 财年第一季度营收同比增长 262%，净利润同比激增 462%。英伟达仍在报告两位数的环比增长率。该芯片制造商还表示，根据其预测的 2025 财年第二季度营收为 280 亿美元，增长将继续。该股在华尔街拥有许多支持者，目前被评为强烈买入。最高目标价为每股 200 美元，表明股价从当前水平还可以上涨约 70%。</p>
<h2>高通（QCOM）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>图片来源：photobyphm / Shutterstock.com</p>
<p><strong>高通</strong>（纳斯达克股票代码：<strong>QCOM</strong>）是人工智能热潮中的后来者。这家芯片制造商今年迄今上涨了 43%，在过去五年里几乎翻了两番。与大多数半导体股票不同，高通有一个目前为 1.69% 的可观股息率。该公司有一个提高股息的良好历史。高通今年早些时候将季度股息从 0.80 美元提高到 0.85 美元每股。这意味着年同比增长 6.25%。</p>
<p>该半导体公司最近报告，2024 财年第二季度营收同比增长 1%，净利润同比增长 37%。高通在过去几个季度经历了一些逆风，因此看到公司报告正面营收增长是件好事。该公司即将推出其骁龙 X 平台，这些推出让高通在多个产品类别中实现领先的设备 AI 功能，引发了更多的兴奋。</p>
<p>高通目前被 29 位分析师评为中性买入。最高目标价为每股 270 美元，表明有望上涨 34%。</p>
<h2>新思科技（SNPS）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>图片来源：T. Schneider / Shutterstock.com</p>
<p><strong>新思科技</strong>（纳斯达克股票代码：<strong>SNPS</strong>）在华尔街拥有众多支持者。分析师们将该股评为强烈买入，并认为其比当前水平有 9% 的上涨空间。这家芯片制造商今年迄今上涨了 19%，在过去五年里增长了 363%。该股的市盈率为 65，市值接近 1000 亿美元。</p>
<p>新思科技的芯片已经为创新提供动力超过 35 年。您会发现新思科技在机器学习技术、自动驾驶汽车、云计算、5G 连接等领域发挥作用。新思科技还拥有不断增长的软件目录，其中包括对 <strong>Ansys</strong>（纳斯达克股票代码：<strong>ANSS</strong>）的即将收购。</p>
<p>该芯片制造商报告，2024 财年第二季度营收同比增长 15%，达到 14.55 亿美元。净利润为 2.921 亿美元，同比增长 7%。新思科技以 20.1% 的净利润率结束了该季度。</p>
<p>_在本文发布之日，Marc Guberti 持有英伟达和新思科技的多头头寸。本文中表达的观点属于作者个人，遵守 InvestorPlace.com 的发布准则。</p>
<p>Marc Guberti 是 InvestorPlace.com 的金融自由撰稿人，主持 Breakthrough Success Podcast。他为多家出版物做出了贡献，包括美国新闻与世界报道、财经新闻网和 Joy Wallet。</p>
<p>半导体、科技</p>

新思科技

半导体 3 倍做多 - Direxion

半导体

费城交易所 半导体 ETF - iShares

高通

半导体 3 倍做空 - Direxion

<p>半导体行业长期以来一直是可靠的投资领域，芯片制造商受益于人工智能技术。 iShares 半导体 ETF 在股市表现出色，今年以来上涨了 31%，过去五年上涨了 287%。具有长期潜力的三家半导体股票是英伟达、高通和新思科技。英伟达经历了显著增长，而高通提供可观的收益率和正面的营收增长。新思科技在机器学习、自动驾驶汽车和云计算领域具有强大的影响力</p>

<p>The semiconductor industry has been a reliable segment for long-term investors for many years. Many chipmakers have benefitted from artificial intelligence tailwinds as companies rush to capitalize on the new technology. Semiconductors are also found in everyday devices and appliances, such as computers, cars, and refrigerators.</p>
<div class="lb-trans"><p>半导体行业多年来一直是长期投资者可靠的领域。许多芯片制造商受益于人工智能的助推，因为公司们急于利用这项新技术。半导体还广泛应用于日常设备和家电，如计算机、汽车和冰箱。</p>
</div><p>Investors have to look no further than the <strong>iShares Semiconductor ETF</strong> (NASDAQ: <strong>SOXX</strong>) to see how much semiconductor stocks have been outperforming the stock market. This ETF has gained 31% year-to-date and has gained an astonishing 287% over the past five years. The <strong>S&amp;P 500</strong> hasn’t generated that same return in more than a decade.</p>
<div class="lb-trans"><p>投资者只需看看 <strong>iShares 半导体 ETF</strong>（纳斯达克股票代码：<strong>SOXX</strong>）就能看出半导体股票表现如何超越了股市。该 ETF 今年迄今已上涨了 31%，过去五年更是惊人地增长了 287%。<strong>标普 500 指数</strong> 十多年来都没有产生这样的回报。</p>
</div><p>Semiconductor stocks have already produced generational wealth for investors who got started early, but there are more gains in store for people who get started now. Some investors can start positions and pass them on to their grandchildren when the time arrives. These three semiconductor stocks have plenty of long-term promise, especially if you have a long-term horizon.</p>
<div class="lb-trans"><p>半导体股票已经为那些早期入市的投资者创造了世代财富，但对于现在开始投资的人来说，还有更多收益。一些投资者可以建立头寸，并在时机成熟时将其传给子孙。这三只半导体股票有很多长期潜力，特别是如果您有长期眼界。</p>
</div><h2>Nvidia (NVDA)</h2>
<div class="lb-trans"><h2>英伟达（NVDA）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: gguy / Shutterstock.com</p>
<div class="lb-trans"><p>图片来源：gguy / Shutterstock.com</p>
</div><p><strong>Nvidia</strong> (NASDAQ: <strong>NVDA</strong>) has been a juggernaut that has carried the S&amp;P 500 to all-time highs. It’s also the largest holding in the iShares Semiconductor ETF. While that ETF has performed well, Nvidia has been on a historic pace.</p>
<div class="lb-trans"><p><strong>英伟达</strong>（纳斯达克股票代码：<strong>NVDA</strong>）一直是推动标普 500 指数创下历史新高的巨无霸。它也是 iShares 半导体 ETF 中的最大持仓。虽然该 ETF 表现不俗，但英伟达的表现更是创纪录。</p>
</div><p>The stock has more than doubled year-to-date and has gained more than 2,700% over the past five years. However, there is some short-term weakness. Nvidia is entering a brief breather that has resulted in a 12% decline from its all-time high. There’s a slight cooldown with the stock split finally done, but the company’s financials remain incredible.</p>
<div class="lb-trans"><p>该股票今年迄今已翻倍以上，在过去五年中增长了超过 2700%。然而，短期内存在一些弱势。英伟达正在经历一个短暂的休整期，导致股价从历史高点下跌了 12%。随着股票分拆终于完成，股价有所降温，但公司的财务状况仍然令人难以置信。</p>
</div><p>Revenue increased by 262% year-over-year in Q1 FY25 while net income surged by 462% year-over-year. Nvidia is still reporting double-digit sequential growth rates. The chipmaker also indicated growth will continue, based on its forecasted revenue of $28.0 billion in Q2 FY25. The stock has many supporters in Wall Street and is currently rated as a Strong Buy. The highest price target of $200 per share suggests that the stock can gain roughly 70% from current levels.</p>
<div class="lb-trans"><p>财报显示，英伟达 2025 财年第一季度营收同比增长 262%，净利润同比激增 462%。英伟达仍在报告两位数的环比增长率。该芯片制造商还表示，根据其预测的 2025 财年第二季度营收为 280 亿美元，增长将继续。该股在华尔街拥有许多支持者，目前被评为强烈买入。最高目标价为每股 200 美元，表明股价从当前水平还可以上涨约 70%。</p>
</div><h2>Qualcomm (QCOM)</h2>
<div class="lb-trans"><h2>高通（QCOM）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: photobyphm / Shutterstock.com</p>
<div class="lb-trans"><p>图片来源：photobyphm / Shutterstock.com</p>
</div><p><strong>Qualcomm</strong> (NASDAQ: <strong>QCOM</strong>) is a late bloomer in the AI boom. The chipmaker has rallied by 43% year-to-date and has almost tripled over the past five years. Unlike most semiconductor stocks, Qualcomm has a respectable yield that currently comes in at 1.69%. The company has a good history of raising its dividend. Qualcomm hiked its quarterly dividend from $0.80 to $0.85 per share earlier this year. That’s a 6.25% year-over-year increase.</p>
<div class="lb-trans"><p><strong>高通</strong>（纳斯达克股票代码：<strong>QCOM</strong>）是人工智能热潮中的后来者。这家芯片制造商今年迄今上涨了 43%，在过去五年里几乎翻了两番。与大多数半导体股票不同，高通有一个目前为 1.69% 的可观股息率。该公司有一个提高股息的良好历史。高通今年早些时候将季度股息从 0.80 美元提高到 0.85 美元每股。这意味着年同比增长 6.25%。</p>
</div><p>The semiconductor firm recently reported 1% year-over-year revenue growth and 37% year-over-year net income growth in Q2 FY24. Qualcomm has endured headwinds for several quarters, so it’s nice to see the company report positive revenue growth. The company’s upcoming launches of its Snapdragon X platforms are generating more excitement as Qualcomm enables leading on-device AI capabilities across multiple product categories.</p>
<div class="lb-trans"><p>该半导体公司最近报告，2024 财年第二季度营收同比增长 1%，净利润同比增长 37%。高通在过去几个季度经历了一些逆风，因此看到公司报告正面营收增长是件好事。该公司即将推出其骁龙 X 平台，这些推出让高通在多个产品类别中实现领先的设备 AI 功能，引发了更多的兴奋。</p>
</div><p>Qualcomm is currently rated as a Moderate Buy among 29 analysts. The highest price target of $270 per share suggests a potential 34% upside.</p>
<div class="lb-trans"><p>高通目前被 29 位分析师评为中性买入。最高目标价为每股 270 美元，表明有望上涨 34%。</p>
</div><h2>Synopsys (SNPS)</h2>
<div class="lb-trans"><h2>新思科技（SNPS）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: T. Schneider / Shutterstock.com</p>
<div class="lb-trans"><p>图片来源：T. Schneider / Shutterstock.com</p>
</div><p><strong>Synopsys</strong>(NASDAQ: <strong>SNPS</strong>) has plenty of supporters on Wall Street. Analysts have rated the stock as a Strong Buy and believe that it has a 9% upside from current levels. The chipmaker has generated a 19% year-to-date gain and is up by 363% over the past five years. The stock trades at a 65 P/E ratio and is approaching a $100 billion market cap.</p>
<div class="lb-trans"><p><strong>新思科技</strong>（纳斯达克股票代码：<strong>SNPS</strong>）在华尔街拥有众多支持者。分析师们将该股评为强烈买入，并认为其比当前水平有 9% 的上涨空间。这家芯片制造商今年迄今上涨了 19%，在过去五年里增长了 363%。该股的市盈率为 65，市值接近 1000 亿美元。</p>
</div><p>Synopsys’ chips have been powering innovations for more than 35 years. You’ll find Synopsys playing a role in machine learning technology, self-driving cars, cloud computing, 5G connections, and more areas. Synopsys also has a growing software catalog which includes a pending acquisition of <strong>Ansys</strong> (NASDAQ: <strong>ANSS</strong>).</p>
<div class="lb-trans"><p>新思科技的芯片已经为创新提供动力超过 35 年。您会发现新思科技在机器学习技术、自动驾驶汽车、云计算、5G 连接等领域发挥作用。新思科技还拥有不断增长的软件目录，其中包括对 <strong>Ansys</strong>（纳斯达克股票代码：<strong>ANSS</strong>）的即将收购。</p>
</div><p>The chipmaker reported 15% year-over-year revenue growth in Q2 FY24 to reach $1.455 billion for the quarter. Net income came in at $292.1 million which represents a 7% year-over-year improvement. Synopsys closed out the quarter with a 20.1% net profit margin.</p>
<div class="lb-trans"><p>该芯片制造商报告，2024 财年第二季度营收同比增长 15%，达到 14.55 亿美元。净利润为 2.921 亿美元，同比增长 7%。新思科技以 20.1% 的净利润率结束了该季度。</p>
</div><p><em>On this date of publication, Marc Guberti held long positions in NVDA and SNPS. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.</em></p>
<div class="lb-trans"><p>_在本文发布之日，Marc Guberti 持有英伟达和新思科技的多头头寸。本文中表达的观点属于作者个人，遵守 InvestorPlace.com 的发布准则。</p>
</div><p>Marc Guberti is a finance freelance writer at InvestorPlace.com who hosts the Breakthrough Success Podcast. He has contributed to several publications, including the U.S. News &amp; World Report, Benzinga, and Joy Wallet.</p>
<div class="lb-trans"><p>Marc Guberti 是 InvestorPlace.com 的金融自由撰稿人，主持 Breakthrough Success Podcast。他为多家出版物做出了贡献，包括美国新闻与世界报道、财经新闻网和 Joy Wallet。</p>
</div><p>Semiconductor, Technology</p>
<div class="lb-trans"><p>半导体、科技</p>
</div>

3 只可能让你的孙辈变得富有的半导体股票