<p>半导体行业已经从今年早些时候的一些波动中强劲反弹，SOXX 指数在 11 月初取得了显著的涨幅。尽管该指数仍然比历史最高点低约 15%，但显然该领域的风险偏好强烈，投资者希望在唐纳德·特朗普最近的总统胜利后，将成长股纳入他们的投资组合。</p>
<p>这些公司所提供的增长与大多数行业不同，考虑到预计将持续的长期需求趋势，这种增长可能会持续一段时间。当然，围绕半导体领域大多数股票的问题是，这些公司所提供的增长率是否能够进一步加速，而这是一个值得讨论的话题。这也确实取决于具体的芯片股票。这就是为什么在这个领域挑选特定赢家如此吸引人的原因——对于那些能够正确判断的人来说，存在超额收益的机会。</p>
<p>以下三只半导体股票无疑是我目前在 11 月的最佳买入机会。让我们深入了解这些公司为何上榜，以及投资者在关注这些股票时可能需要注意的事项。</p>
<h2>本文的关键点：</h2>
<ul>
<li>半导体行业庞大，投资者有很多选择，其中大多数提供超越市场的增长率。</li>
<li>然而，有些公司表现更佳，这三家公司在 11 月仍然是我在该行业的首选。</li>
<li>如果你在寻找一些具有巨大潜力的股票，确保获取我们 <strong>全新的《下一个 NVIDIA》报告</strong> 的免费副本。该报告中包含一只我们相信具有 10 倍潜力的软件股票。</li>
</ul>
<h2>英伟达 (NVIDIA)</h2>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2024/04/shutterstock_2411572419-scaled.jpg?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://247wallst.com/wp-content/uploads/2024/04/shutterstock_2411572419-scaled.jpg"/></p>
<p><strong>英伟达</strong>（NASDAQ:NVDA）作为这个名单上的首选并不令人惊讶。我对英伟达一直持乐观态度，这也是正确的方向性判断。当然，市场情况总是可能发生变化，投资者有一天可能会拒绝认为为这家公司支付 36 倍销售额是合理的。从估值的角度来看，该公司的当前市值看起来荒谬。</p>
<p>然而，从前瞻市盈率的角度来看，英伟达股票以 35 倍的市盈率交易似乎并不算过于昂贵。当投资者考虑到英伟达在最近的季度业绩中年同比增长超过 200% 时，可以说这是一家拥有极低 PEG 比率的公司。这真的是一个你想如何看待这家公司的问题。</p>
<p>不可否认的是，英伟达的高性能 GPU 是推动人工智能革命的动力。目前，该公司在数据中心 GPU 市场占有 98% 的份额，在人工智能芯片市场占有超过 80% 的份额。这是令人难以置信的领导地位，预计这种市场领导地位将随着 Grace CPU 和人工智能网络解决方案等新产品的推出而进一步延续。该公司的即将推出的 Blackwell GPU 已经售罄一年，为短期内提供了强劲的催化剂。</p>
<p>在我看来，想要参与人工智能大趋势的投资者显然有一个明确而果断的方式——英伟达。这是人工智能领域的 “铲子和镐”，在这场人工智能竞赛的支出放缓之前，这就是值得拥有的芯片股票。</p>
<h2>阿斯麦 (ASML)</h2>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2021/10/imageForEntry6-N9j.jpg?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://247wallst.com/wp-content/uploads/2021/10/imageForEntry6-N9j.jpg"/></p>
<p><strong>阿斯麦</strong>（NASDAQ:ASML）专注于提供最先进的半导体设备，供英伟达等芯片巨头使用。该公司的光刻机在芯片上打印紧密排列的晶体管，使我们在高性能芯片制造中看到的许多进步成为可能，这最终导致了人工智能革命。换句话说，如果英伟达是人工智能应用增长的 “铲子和镐”，那么阿斯麦可能是更广泛的半导体股票的 “铲子和镐”。</p>
<p>该公司的广泛客户群包括其他主要芯片制造商，如台积电（TSMC），这些公司继续从数据中心运营商到智能手机制造商的客户那里看到强劲的需求。当然，该公司最近报告的 backlog 增长低于预期，影响了该股票的前景，自那以来阿斯麦的表现相对较差。然而，我认为，阿斯麦生产的非常昂贵的机器的长期交货时间可能为这些 backlog 数字提供了一些缓冲。未来几个季度的 backlog 增加可能会弥补过去一个季度的不足，我们只需看看这些数字如何变化。</p>
<p>我认为阿斯麦仍然是价值导向投资者在整体半导体领域中寻找的更可行的选择之一。这是一只提供强劲长期收益增长潜力的股票，并且在该行业中是相对稳定的选择。我很喜欢这一点。</p>
<h2>超威半导体 (AMD)</h2>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2021/12/imageForEntry47-cIX.jpg?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://247wallst.com/wp-content/uploads/2021/12/imageForEntry47-cIX.jpg"/></p>
<p><strong>超威半导体</strong>（NASDAQ:AMD）是英伟达的主要竞争对手，生产高性能芯片，面向不同需求的客户。该公司最近的第三季度收入略微超过预期，尽管 AMD 下调了第四季度的指引，这导致该股票在报告后下跌。尽管如此，最近几天，AMD 已经弥补了一些损失，仍然看好该股票的投资者指出人工智能数据中心 GPU 收入指引的增长，预计该细分市场将达到 50 亿美元（较之前的 45 亿美元预测上调）。</p>
<p>从整体来看，这对公司来说并不是那么重要，但正是这些渐进的收益随着时间的推移真正累积和复合。我的观点是，AMD 可能会从 Nvidia 那里抢占高性能芯片的市场份额，特别是如果 Nvidia 即将推出的 Blackwell 平台确实在一年内售罄。因此，关于 AMD 的问题实际上是投资者是否相信企业会选择稍微不那么强大的芯片，价格更实惠，还是会因为能够更快获得芯片而转向 AMD。无论如何，我认为这家公司随着时间的推移可以获得市场份额——市场足够大，并且增长速度足够快，可以支持两家巨头在顶端竞争。</p>
<h2>“下一个 NVIDIA” 可能会改变你的生活</h2>
<p>如果你错过了 NVIDIA 的历史性上涨，你从人工智能中获得改变生活的利润的机会并没有结束。</p>
<p>首次预测 NVIDIA 在 2009 年因人工智能而崛起的 24/7 Wall Street 分析师刚刚发布了一份名为 “下一个 NVIDIA” 的全新研究报告。</p>
<p>点击这里下载你的免费副本。</p>
<p>这篇文章《11 月最佳半导体股票》最早出现在 24/7 Wall St.。</p>

阿斯麦

<p>半导体行业正在复苏，SOXX 指数在 11 月份获得了动能，尽管仍比历史最高点低 15%。投资者对成长股表现出浓厚兴趣，尤其是在唐纳德·特朗普赢得总统选举之后。英伟达（Nvidia，NVDA）因其在人工智能芯片市场的显著份额和令人印象深刻的增长率而受到关注。阿斯麦（ASML Holdings，ASML）因其在半导体设备中的重要性而被提及，尽管近期出现了积压担忧。文章强调了半导体领域潜在的超额收益，使其成为投资者的一个有吸引力的行业</p>

<p>The semiconductor sector has more than rebounded from some volatility earlier this year, with the SOXX index making some solid gains to kick off November. This index is still roughly 15% off its all-time high, but it’s clear there’s strong risk appetite in this space, and investors are looking to add growth stocks to their portfolio after Donald Trump’s recent presidential win.</p>
<div class="lb-trans"><p>半导体行业已经从今年早些时候的一些波动中强劲反弹，SOXX 指数在 11 月初取得了显著的涨幅。尽管该指数仍然比历史最高点低约 15%，但显然该领域的风险偏好强烈，投资者希望在唐纳德·特朗普最近的总统胜利后，将成长股纳入他们的投资组合。</p>
</div><p>The growth these companies provide is unlike most sectors, and given the durable long-term demand trends that are expected to play out, this growth can continue for some time to come. Of course, the question surrounding most stocks in the semiconductor space is whether the growth rates these companies provide can accelerate further, and that’s a topic that’s up for debate. It’s also a discussion that really depends on the particular chip stock in question. That’s what makes picking particular winners in this space so appealing – there is opportunity for outsized gains for those who can get it right.</p>
<div class="lb-trans"><p>这些公司所提供的增长与大多数行业不同，考虑到预计将持续的长期需求趋势，这种增长可能会持续一段时间。当然，围绕半导体领域大多数股票的问题是，这些公司所提供的增长率是否能够进一步加速，而这是一个值得讨论的话题。这也确实取决于具体的芯片股票。这就是为什么在这个领域挑选特定赢家如此吸引人的原因——对于那些能够正确判断的人来说，存在超额收益的机会。</p>
</div><p>The following three semiconductor stocks are certainly among my top picks right now as buying opportunities in November. Let’s dive into why these companies made the list, and what investors may want to watch with these stocks in particular.</p>
<div class="lb-trans"><p>以下三只半导体股票无疑是我目前在 11 月的最佳买入机会。让我们深入了解这些公司为何上榜，以及投资者在关注这些股票时可能需要注意的事项。</p>
</div><h2>Key Points About This Article:</h2>
<div class="lb-trans"><h2>本文的关键点：</h2>
</div><ul>
<li>The semiconductor sector is vast, with a great number of options available to investors, most of which provide market-beating growth rates.</li>
<li>However, some are better than others, and these three companies remain my top picks in this sector in November.</li>
<li>If you’re looking for some stocks with huge potential, make sure to grab a free copy of our <strong>brand-new “The Next NVIDIA” report</strong>. It features a software stock we’re confident has 10X potential.</li>
</ul>
<div class="lb-trans"><ul>
<li>半导体行业庞大，投资者有很多选择，其中大多数提供超越市场的增长率。</li>
<li>然而，有些公司表现更佳，这三家公司在 11 月仍然是我在该行业的首选。</li>
<li>如果你在寻找一些具有巨大潜力的股票，确保获取我们 <strong>全新的《下一个 NVIDIA》报告</strong> 的免费副本。该报告中包含一只我们相信具有 10 倍潜力的软件股票。</li>
</ul>
</div><h2>Nvidia (NVDA)</h2>
<div class="lb-trans"><h2>英伟达 (NVIDIA)</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2024/04/shutterstock_2411572419-scaled.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2024/04/shutterstock_2411572419-scaled.jpg"/></p>
<p><strong>Nvidia</strong> (NASDAQ:NVDA) should really be no surprise as the first pick on this list. I’ve been bullish on Nvidia for a long time, and that’s been the right directional call. Of course, things could always change in the market, and investors may one day reject the idea that paying 36-times sales for this company makes sense. From that valuation standpoint, the company’s current market capitalization looks ludicrous.</p>
<div class="lb-trans"><p><strong>英伟达</strong>（NASDAQ:NVDA）作为这个名单上的首选并不令人惊讶。我对英伟达一直持乐观态度，这也是正确的方向性判断。当然，市场情况总是可能发生变化，投资者有一天可能会拒绝认为为这家公司支付 36 倍销售额是合理的。从估值的角度来看，该公司的当前市值看起来荒谬。</p>
</div><p>However, from a forward price-earnings perspective, Nvidia stock trading at 35-times earnings doesn’t seem overly expensive. And when an investor takes into consideration that Nvidia has seen year-over-year growth above 200% in most of its recent quarterly results, this is a company that one could argue has an incredibly low PEG ratio. It’s really a question of how you want to view this company.</p>
<div class="lb-trans"><p>然而，从前瞻市盈率的角度来看，英伟达股票以 35 倍的市盈率交易似乎并不算过于昂贵。当投资者考虑到英伟达在最近的季度业绩中年同比增长超过 200% 时，可以说这是一家拥有极低 PEG 比率的公司。这真的是一个你想如何看待这家公司的问题。</p>
</div><p>It’s undeniable that Nvidia’s high-performance GPUs are what powers the AI revolution. Currently, the company holds 98% data center GPU share and over 80% share in AI chips. That’s incredible leadership’s nd this market leadership is expected to extend further with new products like the Grace CPU and AI networking solutions. The company’s upcoming Blackwell GPU, already sold out for a year, adds a strong near-term catalyst.</p>
<div class="lb-trans"><p>不可否认的是，英伟达的高性能 GPU 是推动人工智能革命的动力。目前，该公司在数据中心 GPU 市场占有 98% 的份额，在人工智能芯片市场占有超过 80% 的份额。这是令人难以置信的领导地位，预计这种市场领导地位将随着 Grace CPU 和人工智能网络解决方案等新产品的推出而进一步延续。该公司的即将推出的 Blackwell GPU 已经售罄一年，为短期内提供了强劲的催化剂。</p>
</div><p>In my view, investors looking to play the AI mega trend certainly have a clear and decisive way to do so – Nvidia. It’s the picks and shovels artificial intelligence play for a reason, and until spending slows in this AI race, this is the chip stock to own.</p>
<div class="lb-trans"><p>在我看来，想要参与人工智能大趋势的投资者显然有一个明确而果断的方式——英伟达。这是人工智能领域的 “铲子和镐”，在这场人工智能竞赛的支出放缓之前，这就是值得拥有的芯片股票。</p>
</div><h2>ASML Holdings (ASML)</h2>
<div class="lb-trans"><h2>阿斯麦 (ASML)</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2021/10/imageForEntry6-N9j.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2021/10/imageForEntry6-N9j.jpg"/></p>
<p><strong>ASML Holdings</strong> (NASDAQ:ASML) specializes in providing state-of-the-art semiconductor equipment used by chip giants such as Nvidia. The company’s lithography machines print tightly packed transistors on chips, making it possible for many of the advancements we’ve seen in high performance chip making, which has ultimately led to the AI revolution. In other words, if Nvidia is the picks and shovels play on AI application growth, ASML could be the picks and shovels play for semiconductor stocks like Nvidia more broadly.</p>
<div class="lb-trans"><p><strong>阿斯麦</strong>（NASDAQ:ASML）专注于提供最先进的半导体设备，供英伟达等芯片巨头使用。该公司的光刻机在芯片上打印紧密排列的晶体管，使我们在高性能芯片制造中看到的许多进步成为可能，这最终导致了人工智能革命。换句话说，如果英伟达是人工智能应用增长的 “铲子和镐”，那么阿斯麦可能是更广泛的半导体股票的 “铲子和镐”。</p>
</div><p>The company’s broad customer set includes other major chip makers like TSMC, which continue to see strong demand from clients ranging from data center operators to smartphone makers. Of course, the company’s recently-reported slower-than-expected backlog growth this past quarter has hurt the outlook for this stock, and ASML has been a relative underperformer since then. However, it’s my view that the long lag times with respect to the very expensive machines ASML produces could provide some buffer to these backlog numbers. An increase in backlog in the coming quarters could certainly more than make up for this past quarter, we’ll just have to see how those numbers roll in.</p>
<div class="lb-trans"><p>该公司的广泛客户群包括其他主要芯片制造商，如台积电（TSMC），这些公司继续从数据中心运营商到智能手机制造商的客户那里看到强劲的需求。当然，该公司最近报告的 backlog 增长低于预期，影响了该股票的前景，自那以来阿斯麦的表现相对较差。然而，我认为，阿斯麦生产的非常昂贵的机器的长期交货时间可能为这些 backlog 数字提供了一些缓冲。未来几个季度的 backlog 增加可能会弥补过去一个季度的不足，我们只需看看这些数字如何变化。</p>
</div><p>It’s my view that ASML remains among the more viable options for value-focused investors looking to buy the semiconductor space as a whole. This is a stock that provides strong long-term earnings growth upside potential, and is among the more stable options in this sector. I like that.</p>
<div class="lb-trans"><p>我认为阿斯麦仍然是价值导向投资者在整体半导体领域中寻找的更可行的选择之一。这是一只提供强劲长期收益增长潜力的股票，并且在该行业中是相对稳定的选择。我很喜欢这一点。</p>
</div><h2>Advanced Micro Devices (AMD)</h2>
<div class="lb-trans"><h2>超威半导体 (AMD)</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2021/12/imageForEntry47-cIX.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2021/12/imageForEntry47-cIX.jpg"/></p>
<p><strong>Advanced Micro Devices</strong> (NASDAQ:AMD) is a top Nvidia rival, producing high-performance chips aimed at a range of clientele with different end needs. The company’s recent Q3 revenue slightly exceeded estimates, though AMD did lower its Q4 guidance, which led to the stock dropping following this report. That said, in recent days, AMD has made up some of these losses, with investors who remain bullish on this stock pointing to AI data center GPU revenue guidance growth, with this segment expected to come in at $5 billion (revised higher from a previous $4.5 billion forecast).</p>
<div class="lb-trans"><p><strong>超威半导体</strong>（NASDAQ:AMD）是英伟达的主要竞争对手，生产高性能芯片，面向不同需求的客户。该公司最近的第三季度收入略微超过预期，尽管 AMD 下调了第四季度的指引，这导致该股票在报告后下跌。尽管如此，最近几天，AMD 已经弥补了一些损失，仍然看好该股票的投资者指出人工智能数据中心 GPU 收入指引的增长，预计该细分市场将达到 50 亿美元（较之前的 45 亿美元预测上调）。</p>
</div><p>In the grand scheme of things, that’s really not that material for the company, but it’s these incremental gains that really add up and compound over time. It’s my view that AMD could scoop up market share from Nvidia for high-performance chips, particularly if Nvidia’s upcoming Blackwell platform is truly sold out for a year. Thus, the question around AMD is really whether investors believe that corporations will work with slightly less powerful chips at a more affordable price tag, or if they’ll switch to AMD because they can get the chips faster. Either way, I think this company can gain ground over time – the pie is big enough, and it’s growing rapidly enough, to support two juggernauts at the top.</p>
<div class="lb-trans"><p>从整体来看，这对公司来说并不是那么重要，但正是这些渐进的收益随着时间的推移真正累积和复合。我的观点是，AMD 可能会从 Nvidia 那里抢占高性能芯片的市场份额，特别是如果 Nvidia 即将推出的 Blackwell 平台确实在一年内售罄。因此，关于 AMD 的问题实际上是投资者是否相信企业会选择稍微不那么强大的芯片，价格更实惠，还是会因为能够更快获得芯片而转向 AMD。无论如何，我认为这家公司随着时间的推移可以获得市场份额——市场足够大，并且增长速度足够快，可以支持两家巨头在顶端竞争。</p>
</div><h2>“The Next NVIDIA” Could Change Your Life</h2>
<div class="lb-trans"><h2>“下一个 NVIDIA” 可能会改变你的生活</h2>
</div><p>If you missed out on NVIDIA’s historic run, your chance to see life-changing profits from AI isn’t over.</p>
<div class="lb-trans"><p>如果你错过了 NVIDIA 的历史性上涨，你从人工智能中获得改变生活的利润的机会并没有结束。</p>
</div><p>The 24/7 Wall Street Analyst who first called NVIDIA’s AI-fueled rise in 2009 just published a brand-new research report named “The Next NVIDIA.”</p>
<div class="lb-trans"><p>首次预测 NVIDIA 在 2009 年因人工智能而崛起的 24/7 Wall Street 分析师刚刚发布了一份名为 “下一个 NVIDIA” 的全新研究报告。</p>
</div><p>Click here to download your FREE copy.</p>
<div class="lb-trans"><p>点击这里下载你的免费副本。</p>
</div><p>The post Best Semiconductor Stocks to Buy in November appeared first on 24/7 Wall St..</p>
<div class="lb-trans"><p>这篇文章《11 月最佳半导体股票》最早出现在 24/7 Wall St.。</p>
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11 月值得购买的最佳半导体股票