<p>长期持有优质公司是一种经过验证的投资理念，帮助投资者获得可观的回报。这种策略不仅让投资者能够利用结构性增长趋势，还能让他们从复利的力量中受益。</p>
<p>举例来说，十年前在 <strong>英伟达 (Nvidia)</strong> 投资 5,000 美元的股票现在价值惊人的 1.37 百万美元。这家专业生产显卡的公司的出色回报归功于过去十年间其令人印象深刻的增长，这一增长主要受到游戏和数据中心领域对其芯片需求的推动。而现在，人工智能 (AI) 也成为英伟达另一个稳固的增长催化剂。</p>
<p>然而，受益于人工智能的不仅仅是英伟达。<strong>美光科技 (Micron Technology)</strong> 和 <strong>SoundHound AI</strong> 也从人工智能的普及中获得了不错的提振。当然，期望这些公司像英伟达那样在十年内将 5,000 美元变成百万美元可能有些牵强。然而，将这些人工智能股票作为多元化投资组合的一部分长期持有，有助于投资者实现成为百万富翁的目标。</p>
<p>让我们看看原因所在。</p>
<h2>1. 美光科技 (Micron Technology)</h2>
<p>人工智能的蓬勃发展正在创造对更多计算能力的需求，同时也推动了对云存储需求的增加。Precedence Research 估计，到 2033 年，以人工智能为重点的存储市场年收入将达到 2170 亿美元，而去年为 230 亿美元，增长率在此期间将保持健康的 25%。</p>
<p>同样，智能手机、个人电脑 (PC) 和服务器现在都配备了更快、更大的动态随机存取存储器 (DRAM) 芯片，以处理人工智能工作负载。市场研究公司 TrendForce 估计，今年智能手机和笔记本电脑中的 DRAM 平均容量分别将增加 14% 和 12%。与此同时，服务器中的 DRAM 容量预计今年将增长 17.3%，在 2023 年增长 13.6% 的基础上。</p>
<p>更重要的是，随着人工智能的普及改善，这些领域的 DRAM 容量也预计将在 2025 年增加。美光科技是参与这一结构性增长趋势的最佳方式之一，该公司已经由于人工智能而在营收和利润两方面出现显著增长。</p>
<p>美光科技的营收在本财年前九个月增长了 50%，达到 173 亿美元。与去年同期每股亏损 4.03 美元相比，其每股亏损降至 0.10 美元。预计美光科技本财年的营收将达到 250 亿美元，较上一年增长 61%。此外，预计该公司的调整后每股盈利将达到 1.22 美元，而去年同期每股亏损 4.45 美元。</p>
<p>正如下图所示，这两个指标预计在未来几个财年将继续上升。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/43cc5e471dc53b40f4d20f61f53c1822.png?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://media.ycharts.com/charts/43cc5e471dc53b40f4d20f61f53c1822.png"/></p>
<p>MU 下一个财年营收预估数据来源：YCharts</p>
<p>有很大可能性，考虑到由于人工智能等催化剂带来的内存市场增长机会，美光科技将能够在更长的时间内维持这种健康增长。我们已经看到，由于人工智能驱动的存储需求在十年后可能产生超过 2,000 亿美元的年收入。同样，用于人工智能芯片的高带宽存储器销售收入预计将从今年的 140 亿美元增加到 2029 年的 380 亿美元。</p>
<p>与此同时，整个存储芯片市场的年收入预计将在 2030 年达到 3,210 亿美元。美光科技股票可能会提供强劲的长期增长，并成为那些希望利用快速增长的人工智能技术的人的理想选择。</p>
<h2>2. SoundHound AI</h2>
<p>SoundHound AI 是今年市场上最热门的股票之一，截至目前涨幅达 175%。当然，这家为客户提供语音人工智能解决方案的公司股票在 2024 年经历了很多波动，但不可否认其产品在客户中取得了令人印象深刻的进展。</p>
<p>2024 年第一季度，该公司的营收同比增长 73%，达到 1160 万美元。全年营收预期在 6500 万美元至 7700 万美元之间，其中间值相比去年将增长 54%。作为对比，SoundHound 在 2023 年实现了 4600 万美元的营收，同比增长 47%。</p>
<p>更重要的是，SoundHound 预计其营收加速将在 2025 年继续，预测明年的营收将超过 1 亿美元。该公司估计其总可寻址市场价值高达 1,400 亿美元。如果情况属实，SoundHound AI 可能正处于一个巨大增长曲线的起点。</p>
<p>该公司正在各个行业建立良好的客户基础，这有助于其开拓这一巨大机遇。SoundHound 目前在汽车、餐饮、娱乐、电视和客户服务市场拥有客户。展望未来，它的目标是扩展到零售、金融、医疗保健、教育和联系中心市场。</p>
<p>SoundHound AI 的解决方案正在被汽车领域的 <strong>Stellantis</strong> 等公司采用，同时还拥有一大批客户，如 Applebee's、Church's Chicken 等快餐连锁店。由于不断增长的客户群和 SoundHound 正在开拓的巨大可寻址市场，该公司已经能够建立起健康的营收管道。</p>
<p>从其累积订阅和预订积压 682 百万美元的数据来看，这一数字同比增长了 80%。根据 SoundHound 的说法，这一指标包括承诺的客户合同以及公司认为可以从现有客户群中实现的潜在收入，其中公司是 “领先或独家提供商”。</p>
<p>有很大的机会，随着 SoundHound 进入更多的可寻址市场，这一指标在长期内有望继续改善。所有这些都使得 SoundHound AI 成为一支稳健的人工智能股票，适合长期持有，因为其光明前景有望在帮助投资者成为百万富翁方面发挥重要作用。</p>

美光科技

SOUN

<p>两家人工智能股票，美光科技和 SoundHound AI，受益于人工智能的日益普及。美光科技在本财政年度的前九个月中，营收激增 50%，预计将继续保持强劲增长。SoundHound AI 在 2024 年第一季度营收增长了 73%，预计其营收加速增长将持续。这两家公司在快速增长的人工智能技术市场中都提供了长期上涨的潜力</p>

<p>Buying and holding solid companies for a long time is a tested investment philosophy that has helped investors enjoy significant returns. This strategy not only allows investors to capitalize on secular growth trends but also enables them to benefit from the power of compounding.</p>
<div class="lb-trans"><p>长期持有优质公司是一种经过验证的投资理念，帮助投资者获得可观的回报。这种策略不仅让投资者能够利用结构性增长趋势，还能让他们从复利的力量中受益。</p>
</div><p>For instance, an investment of $5,000 in shares of <strong>Nvidia</strong> a decade ago is now worth a whopping $1.37 million. The graphics card specialist's outstanding returns can be attributed to its impressive growth over the past decade, which has been driven by the demand for its chips from the gaming and data center segments. And now, artificial intelligence (AI) is turning out to be another solid catalyst for Nvidia.</p>
<div class="lb-trans"><p>举例来说，十年前在 <strong>英伟达 (Nvidia)</strong> 投资 5,000 美元的股票现在价值惊人的 1.37 百万美元。这家专业生产显卡的公司的出色回报归功于过去十年间其令人印象深刻的增长，这一增长主要受到游戏和数据中心领域对其芯片需求的推动。而现在，人工智能 (AI) 也成为英伟达另一个稳固的增长催化剂。</p>
</div><p>Nvidia, however, is not the only company that is benefiting from AI adoption. <strong>Micron Technology</strong>(MU -2.72%) and <strong>SoundHound AI</strong>(SOUN -1.40%) have also received a nice lift from AI proliferation. Of course, expecting these companies to turn $5,000 into a million dollars in a decade (like Nvidia) may seem a bit far-fetched. However, buying and holding these AI stocks as a part of a diversified portfolio may help investors achieve their goal of becoming millionaires.</p>
<div class="lb-trans"><p>然而，受益于人工智能的不仅仅是英伟达。<strong>美光科技 (Micron Technology)</strong> 和 <strong>SoundHound AI</strong> 也从人工智能的普及中获得了不错的提振。当然，期望这些公司像英伟达那样在十年内将 5,000 美元变成百万美元可能有些牵强。然而，将这些人工智能股票作为多元化投资组合的一部分长期持有，有助于投资者实现成为百万富翁的目标。</p>
</div><p>Let's look at the reasons why.</p>
<div class="lb-trans"><p>让我们看看原因所在。</p>
</div><h2>1. Micron Technology</h2>
<div class="lb-trans"><h2>1. 美光科技 (Micron Technology)</h2>
</div><p>The booming adoption of AI is creating the need for more computing power, while also driving an increase in cloud storage demand. Precedence Research estimates that the AI-focused storage market could generate annual revenue of $217 billion in 2033 as compared to $23 billion last year, growing at a healthy annual rate of 25% during this period.</p>
<div class="lb-trans"><p>人工智能的蓬勃发展正在创造对更多计算能力的需求，同时也推动了对云存储需求的增加。Precedence Research 估计，到 2033 年，以人工智能为重点的存储市场年收入将达到 2170 亿美元，而去年为 230 亿美元，增长率在此期间将保持健康的 25%。</p>
</div><p>Similarly, smartphones, personal computers (PCs), and servers are now being equipped with faster and bigger dynamic random access memory (DRAM) chips to tackle AI workloads. Market researcher TrendForce estimates that the average DRAM content in smartphones and notebooks could increase by 14% and 12% this year, respectively. Meanwhile, the DRAM content in servers is expected to jump to 17.3% this year following a 13.6% increase in 2023.</p>
<div class="lb-trans"><p>同样，智能手机、个人电脑 (PC) 和服务器现在都配备了更快、更大的动态随机存取存储器 (DRAM) 芯片，以处理人工智能工作负载。市场研究公司 TrendForce 估计，今年智能手机和笔记本电脑中的 DRAM 平均容量分别将增加 14% 和 12%。与此同时，服务器中的 DRAM 容量预计今年将增长 17.3%，在 2023 年增长 13.6% 的基础上。</p>
</div><p>More importantly, the DRAM content in these niches is also expected to increase in 2025 as AI adoption improves. Micron Technology is one of the best ways to play this secular growth trend, and the company is already witnessing a significant surge in its top and bottom lines thanks to AI.</p>
<div class="lb-trans"><p>更重要的是，随着人工智能的普及改善，这些领域的 DRAM 容量也预计将在 2025 年增加。美光科技是参与这一结构性增长趋势的最佳方式之一，该公司已经由于人工智能而在营收和利润两方面出现显著增长。</p>
</div><p>Micron's revenue increased 50% in the first nine months of the current fiscal year to $17.3 billion. Meanwhile, its loss per share dropped to $0.10 from $4.03 per share in the same period last year. Micron is expected to finish the current fiscal year with $25 billion in revenue, which would be an increase of 61% from the previous year. Additionally, the company is expected to post an adjusted profit of $1.22 per share as compared to a loss of $4.45 per share in the previous year.</p>
<div class="lb-trans"><p>美光科技的营收在本财年前九个月增长了 50%，达到 173 亿美元。与去年同期每股亏损 4.03 美元相比，其每股亏损降至 0.10 美元。预计美光科技本财年的营收将达到 250 亿美元，较上一年增长 61%。此外，预计该公司的调整后每股盈利将达到 1.22 美元，而去年同期每股亏损 4.45 美元。</p>
</div><p>As the following chart indicates, both metrics are expected to head higher over the next couple of fiscal years.</p>
<div class="lb-trans"><p>正如下图所示，这两个指标预计在未来几个财年将继续上升。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/43cc5e471dc53b40f4d20f61f53c1822.png" alt="" original-src="https://media.ycharts.com/charts/43cc5e471dc53b40f4d20f61f53c1822.png"/></p>
<p>MU Revenue Estimates for Next Fiscal Year data by YCharts</p>
<div class="lb-trans"><p>MU 下一个财年营收预估数据来源：YCharts</p>
</div><p>There is a good chance that Micron will be able to sustain such healthy growth for a much longer period considering the impressive growth opportunity in the memory market thanks to catalysts such as AI. We have already seen that AI-driven storage demand could generate annual revenue of more than $200 billion after a decade. Similarly, the revenue from sales of high-bandwidth memory that's used in AI chips is expected to jump to $38 billion in 2029 from $14 billion this year.</p>
<div class="lb-trans"><p>有很大可能性，考虑到由于人工智能等催化剂带来的内存市场增长机会，美光科技将能够在更长的时间内维持这种健康增长。我们已经看到，由于人工智能驱动的存储需求在十年后可能产生超过 2,000 亿美元的年收入。同样，用于人工智能芯片的高带宽存储器销售收入预计将从今年的 140 亿美元增加到 2029 年的 380 亿美元。</p>
</div><p>Meanwhile, the overall market for memory chips is forecast to hit $321 billion in annual revenue in 2030. Micron stock could deliver robust long-term upside and be an ideal pick for those looking to capitalize on the fast-growing adoption of AI technology.</p>
<div class="lb-trans"><p>与此同时，整个存储芯片市场的年收入预计将在 2030 年达到 3,210 亿美元。美光科技股票可能会提供强劲的长期增长，并成为那些希望利用快速增长的人工智能技术的人的理想选择。</p>
</div><h2>2. SoundHound AI</h2>
<div class="lb-trans"><h2>2. SoundHound AI</h2>
</div><p>SoundHound AI has been one of the hottest stocks on the market this year, clocking gains of 175% as of this writing. Of course, shares of the company that provides voice AI solutions to customers have witnessed a lot of volatility in 2024, but there is no denying the fact that its offerings are finding impressive traction among customers.</p>
<div class="lb-trans"><p>SoundHound AI 是今年市场上最热门的股票之一，截至目前涨幅达 175%。当然，这家为客户提供语音人工智能解决方案的公司股票在 2024 年经历了很多波动，但不可否认其产品在客户中取得了令人印象深刻的进展。</p>
</div><p>The company's revenue in the first quarter of 2024 increased 73% year over year to $11.6 million. The full-year revenue outlook ranges between $65 million and $77 million, the midpoint of which would translate into a 54% jump over the prior year. For comparison, SoundHound delivered $46 million in revenue in 2023, which was an increase of 47% over the prior year.</p>
<div class="lb-trans"><p>2024 年第一季度，该公司的营收同比增长 73%，达到 1160 万美元。全年营收预期在 6500 万美元至 7700 万美元之间，其中间值相比去年将增长 54%。作为对比，SoundHound 在 2023 年实现了 4600 万美元的营收，同比增长 47%。</p>
</div><p>Even better, SoundHound expects its top-line acceleration to continue in 2025, forecasting revenue of more than $100 million next year. The company estimates that its total addressable market is worth a whopping $140 billion. If that's indeed the case, SoundHound AI could be at the beginning of a massive growth curve.</p>
<div class="lb-trans"><p>更重要的是，SoundHound 预计其营收加速将在 2025 年继续，预测明年的营收将超过 1 亿美元。该公司估计其总可寻址市场价值高达 1,400 亿美元。如果情况属实，SoundHound AI 可能正处于一个巨大增长曲线的起点。</p>
</div><p>The company is building a nice customer base across diverse industries that could help it tap this outstanding opportunity. SoundHound currently has customers in the automotive, restaurant, entertainment, television, and customer service markets. Looking ahead, it aims to expand into the retail, financial, healthcare, education, and contact center markets.</p>
<div class="lb-trans"><p>该公司正在各个行业建立良好的客户基础，这有助于其开拓这一巨大机遇。SoundHound 目前在汽车、餐饮、娱乐、电视和客户服务市场拥有客户。展望未来，它的目标是扩展到零售、金融、医疗保健、教育和联系中心市场。</p>
</div><p>SoundHound AI's solutions are being deployed by the likes of <strong>Stellantis</strong> in the automotive space, while it has a host of customers such as Applebee's, Church's Chicken, and other quick-service restaurants. Thanks to the growing customer base and the huge addressable market that SoundHound is tapping, the company has been able to construct a healthy revenue pipeline.</p>
<div class="lb-trans"><p>SoundHound AI 的解决方案正在被汽车领域的 <strong>Stellantis</strong> 等公司采用，同时还拥有一大批客户，如 Applebee's、Church's Chicken 等快餐连锁店。由于不断增长的客户群和 SoundHound 正在开拓的巨大可寻址市场，该公司已经能够建立起健康的营收管道。</p>
</div><p>This is evident from its cumulative subscriptions and bookings backlog of $682 million, a number that grew a solid 80% year over year. According to SoundHound, this metric consists of committed customer contracts as well as the potential revenue that the company thinks it can achieve from its existing customer base where it is &#34;the leading or exclusive provider.&#34;</p>
<div class="lb-trans"><p>从其累积订阅和预订积压 682 百万美元的数据来看，这一数字同比增长了 80%。根据 SoundHound 的说法，这一指标包括承诺的客户合同以及公司认为可以从现有客户群中实现的潜在收入，其中公司是 “领先或独家提供商”。</p>
</div><p>There is a good chance that this metric could continue improving in the long run as SoundHound taps more of its addressable market. All this makes SoundHound AI a solid AI stock to buy and hold for the long run as its bright prospects could play a solid role in helping investors become millionaires.</p>
<div class="lb-trans"><p>有很大的机会，随着 SoundHound 进入更多的可寻址市场，这一指标在长期内有望继续改善。所有这些都使得 SoundHound AI 成为一支稳健的人工智能股票，适合长期持有，因为其光明前景有望在帮助投资者成为百万富翁方面发挥重要作用。</p>
</div>

2 Artificial Intelligence (AI) Stocks That Could Make You a Millionaire

- 买入并长期持有优质公司是一种经过验证的投资理念，帮助投资者获得可观回报。
- Nvidia 十年前的 5000 美元投资现在价值 137 万美元，得益于过去十年间的强劲增长，主要受益于游戏和数据中心领域对其芯片的需求。
- Micron Technology 和 SoundHound AI 也从人工智能的普及中受益，尽管不太可能像 Nvidia 那样在十年内将 5000 美元变成百万美元，但作为多元化投资组合的一部分，持有这些人工智能股票可能有助于投资者实现成为百万富翁的目标。

两只人工智能（AI）股票可能让你成为百万富翁