<p><strong>英伟达</strong>(NVDA 0.31%) 和 <strong>博通</strong>(AVGO 2.34%) 都是人工智能 (AI) 硬件巨大投资的主要受益者，这也解释了为什么这两家公司的股价在过去几年中大幅上涨。</p>
<p>在过去两年中，英伟达的股价上涨超过 280%，而博通在同一时期也录得了健康的 160% 增长。然而，尽管报告了稳健的收入和盈利增长，这两只 AI 股票在 2025 年却经历了大幅回调。英伟达的股价今年回落近 18%，而博通的跌幅则更大，接近 28%。</p>
<p>股价下跌可以归因于今年由于关税引发的贸易战造成的经济不确定性所带来的负面股市情绪。近期美国经济衰退的可能性也在上升，这解释了为什么投资者变得更加规避风险，并在近年来表现强劲的股票中锁定利润。</p>
<p>然而，英伟达和博通的股价回调实际上可能对那些希望将潜在的长期赢家加入投资组合的精明投资者来说是个好事。这是因为 AI 市场目前正处于早期增长阶段，预计到 2030 年将显示出 36% 的年增长率。</p>
<p>但是，如果你现在必须在这两只 AI 股票中选择一只，应该选择哪一只呢？让我们来找出答案。</p>
<h2>支持英伟达的理由</h2>
<p>英伟达在三年前启动了 AI 革命，其强大的数据中心图形处理单元 (GPU) 被 OpenAI 用于训练其广受欢迎的聊天机器人 ChatGPT。这家芯片设计公司成为全球科技巨头和政府的首选 AI GPU 供应商，从而使公司的收入和盈利大幅增长。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/7a3c2e5fdf2caf709237f028d2ac0dad.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/7a3c2e5fdf2caf709237f028d2ac0dad.png"/></p>
<p>英伟达收入 (TTM) 数据来源于 YCharts</p>
<p>根据第三方估计，英伟达在 2024 年牢牢掌握了数据中心 GPU 市场，控制了惊人的 92% 的市场份额。英伟达最近的业绩表明，它在数据中心 GPU 市场上不太可能失去太多市场份额，因为其最新产品已经成为热销产品。具体来说，该公司在上一季度销售了价值 110 亿美元的最新一代 Blackwell AI GPU。</p>
<p>英伟达表示，Blackwell &#34;是我们公司历史上产品推出速度最快的，前所未有的速度和规模。&#34; Blackwell 处理器的初步成功可以从竞争对手 <strong>超微半导体</strong> 去年销售超过 50 亿美元的 AI GPU 中看出。展望未来，英伟达的 AI GPU 需求似乎将持续强劲，因为该公司正在见证对 AI 训练和推理应用的强劲需求。</p>
<p>该公司似乎受益于近期成本效益高的推理模型的突破，例如 DeepSeek 的 R1，这导致对计算能力的需求增加。在 2 月的财报电话会议上，英伟达管理层指出：</p>
<blockquote>
<p>我们的推理需求正在加速，受到测试时间扩展和新的推理模型（如 OpenAI 的 o3、DeepSeek-R1 和 Grok 3）的推动。长时间推理的 AI 每个任务可能需要比一次性推理多 100 倍的计算能力。</p>
<p>Blackwell 是为推理 AI 设计的。Blackwell 使推理 AI 模型的令牌吞吐量提高了 25 倍，成本降低了 20 倍，相比 Hopper 100。</p>
</blockquote>
<p>毫不奇怪，英伟达的竞争对手们都在争相加速推出新芯片，以便跟上步伐。但这并非易事，因为这家芯片制造商建立了稳固的供应链生态系统，并拥有强大的开发者社区，使其在同行中占据优势。英伟达管理层在电话会议上表示，其 &#34;可编程架构加速了每个 AI 模型和超过 4400 个应用程序，确保在快速发展的市场中大规模基础设施投资不至于过时。&#34;</p>
<p>因此，该公司在过去几年中实现了 AI 推理成本降低 200 倍的成果。因此，英伟达在 AI 芯片市场长期保持领先地位并不令人惊讶，预计到 2030 年将产生高达 3600 亿美元的年收入。英伟达的数据中心收入在最新的财政年度增长了 142%，达到了创纪录的 1150 亿美元，最终市场机会的规模表明这里仍然有很大的增长空间。</p>
<p>所有这些都解释了为什么英伟达在未来三年的收入增长预期被上调，预计即使在最近几个季度的惊人增长速度之后，该公司仍将显示出健康的两位数增长。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/5786284ba247d621888edbc5a4ef7c5a.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/5786284ba247d621888edbc5a4ef7c5a.png"/></p>
<p>当前财政年度英伟达收入预期数据来源于 YCharts</p>
<p>因此，英伟达在未来仍应继续成为顶尖的 AI 股票。然而，不要惊讶于博通紧随其后。</p>
<h2>支持博通的理由</h2>
<p>博通并不直接与英伟达在 AI 芯片上竞争，因为它销售的是应用特定集成电路 (ASIC)。这些是为执行特定任务而设计的定制处理器，与用于通用计算任务的 GPU 不同。定制 AI 处理器的专业性质意味着它们在处理 AI 工作负载时可以更高效、更强大，这正是博通在 AI 收入方面实现出色增长的原因。</p>
<p>博通的 AI 收入在刚刚结束的 2024 财年中增长了三倍，达到了 122 亿美元。然而，仔细观察管理层在公司 3 月财报电话会议上的评论，表明其 AI 收入在未来几年可能会显著增长。博通的定制 AI 处理器和网络芯片目前被三家超大规模云客户使用。</p>
<p>公司预计在未来三个财政年度内，这三家人工智能客户将带来 600 亿到 900 亿美元的潜在年收入机会。然而，博通还有另外四家超大规模客户正在利用其设计制造定制的人工智能芯片。其中两家客户计划在 2025 年完成芯片的最终开发阶段，然后将其送往生产。</p>
<p>博通最近新增的另外两家超大规模客户将 “开发定制加速器以训练他们的下一代前沿模型”。所有这些都表明，博通最终的人工智能相关收入机会可能远大于公司目前的估计。因此，博通在当前和未来几个财政年度内有很大的机会超越华尔街的增长预期。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/f9ca8e6e126acd15f32bbd6fe07442c7.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/f9ca8e6e126acd15f32bbd6fe07442c7.png"/></p>
<p>AVGO 当前财政年度收入估计数据来自 YCharts</p>
<p>博通增长可能超过共识预期的一个重要原因是，它在 ASIC 领域处于领先地位，市场份额估计在 55% 到 60% 之间。博通最近的客户胜利表明，它未来可能会保持其令人印象深刻的市场份额，这也是它未来能够显著增加人工智能收入的强大可能性所在。</p>
<h2>结论</h2>
<p>显然，英伟达和博通在各自的人工智能半导体细分市场中都是主导玩家，因此预计它们将继续以健康的速度增长。此外，它们的估值告诉我们，投资者在这两只股票中都不会出错。</p>
<p>英伟达和博通的前瞻性市盈率几乎相似。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/086739d4782a0711bd9befed8c1a7267.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/086739d4782a0711bd9befed8c1a7267.png"/></p>
<p>NVDA 前瞻性市盈率数据来自 YCharts</p>
<p>目前希望购买人工智能股票的投资者可以考虑购买英伟达或博通。事实上，他们甚至可以考虑将这两只股票都加入到他们的投资组合中，因为它们正朝着利用人工智能半导体市场中不同但有利可图的细分市场的方向发展，这将帮助它们在未来几年内保持卓越的增长。</p>

英伟达财报，一站看懂！

博通

英伟达

<p>英伟达和博通都受益于对人工智能硬件的重大投资，过去两年英伟达的股票上涨超过 280%，博通上涨 160%。然而，两家公司在 2025 年都经历了下滑，英伟达下跌 18%，博通下跌 28%，这主要是由于市场情绪低迷和对经济衰退的担忧。尽管如此，英伟达在人工智能市场仍然是一个强有力的竞争者，控制着 92% 的数据中心 GPU 市场，并报告了 142% 的收入增长。预计人工智能市场到 2030 年将以 36% 的年增长率增长，这使得英伟达成为一个潜在的长期投资</p>

<p>Both <strong>Nvidia</strong>(NVDA 0.31%) and <strong>Broadcom</strong>(AVGO 2.34%) have been big beneficiaries of the huge investments in artificial intelligence (AI) hardware, which explains why the share prices of both companies shot up impressively over the past couple of years.</p>
<div class="lb-trans"><p><strong>英伟达</strong>(NVDA 0.31%) 和 <strong>博通</strong>(AVGO 2.34%) 都是人工智能 (AI) 硬件巨大投资的主要受益者，这也解释了为什么这两家公司的股价在过去几年中大幅上涨。</p>
</div><p>While Nvidia stock jumped more than 280% in the past two years, Broadcom recorded healthy gains of 160% during the same period. However, both AI stocks witnessed a substantial pullback in 2025 despite reporting solid growth in revenue and earnings. Nvidia stock retreated close to 18% this year, while Broadcom has recorded a sharper drop of almost 28%.</p>
<div class="lb-trans"><p>在过去两年中，英伟达的股价上涨超过 280%，而博通在同一时期也录得了健康的 160% 增长。然而，尽管报告了稳健的收入和盈利增长，这两只 AI 股票在 2025 年却经历了大幅回调。英伟达的股价今年回落近 18%，而博通的跌幅则更大，接近 28%。</p>
</div><p>The decline in their share prices can be attributed to the negative stock market sentiment this year arising out of the economic uncertainty created by the tariff-induced trade war. The probability of a U.S. recession has also been going up of late, which explains why investors are becoming risk-averse and are booking profits in stocks that have performed strongly in recent years.</p>
<div class="lb-trans"><p>股价下跌可以归因于今年由于关税引发的贸易战造成的经济不确定性所带来的负面股市情绪。近期美国经济衰退的可能性也在上升，这解释了为什么投资者变得更加规避风险，并在近年来表现强劲的股票中锁定利润。</p>
</div><p>However, the pullback in shares of Nvidia and Broadcom could actually be a good thing for savvy investors looking to add potential long-term winners to their portfolios. That's because the AI market is currently in its early phases of growth and is expected to show an annual growth rate of 36% through 2030.</p>
<div class="lb-trans"><p>然而，英伟达和博通的股价回调实际上可能对那些希望将潜在的长期赢家加入投资组合的精明投资者来说是个好事。这是因为 AI 市场目前正处于早期增长阶段，预计到 2030 年将显示出 36% 的年增长率。</p>
</div><p>But if you have to choose one of these two AI stocks right now, which one should it be? Let's find out.</p>
<div class="lb-trans"><p>但是，如果你现在必须在这两只 AI 股票中选择一只，应该选择哪一只呢？让我们来找出答案。</p>
</div><h2>The case for Nvidia</h2>
<div class="lb-trans"><h2>支持英伟达的理由</h2>
</div><p>Nvidia kicked off the AI revolution three years ago with its powerful data center graphics processing units (GPUs) that were used by OpenAI to train its highly popular chatbot, ChatGPT. The chip designer became become the go-to supplier of AI GPUs for tech giants and governments across the globe, which resulted in a remarkable increase in the company's revenue and earnings.</p>
<div class="lb-trans"><p>英伟达在三年前启动了 AI 革命，其强大的数据中心图形处理单元 (GPU) 被 OpenAI 用于训练其广受欢迎的聊天机器人 ChatGPT。这家芯片设计公司成为全球科技巨头和政府的首选 AI GPU 供应商，从而使公司的收入和盈利大幅增长。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/7a3c2e5fdf2caf709237f028d2ac0dad.png" alt="" original-src="https://media.ycharts.com/charts/7a3c2e5fdf2caf709237f028d2ac0dad.png"/></p>
<p>NVDA Revenue (TTM) data by YCharts</p>
<div class="lb-trans"><p>英伟达收入 (TTM) 数据来源于 YCharts</p>
</div><p>Nvidia established a solid grip over the data center GPU market, controlling an astonishing 92% of this space in 2024, as per a third-party estimate. Nvidia's recent results indicate that it is unlikely to yield much ground in the data center GPU market as its latest products have become a runaway hit. Specifically, the company sold $11 billion worth of its latest generation of Blackwell AI GPUs in the previous quarter.</p>
<div class="lb-trans"><p>根据第三方估计，英伟达在 2024 年牢牢掌握了数据中心 GPU 市场，控制了惊人的 92% 的市场份额。英伟达最近的业绩表明，它在数据中心 GPU 市场上不太可能失去太多市场份额，因为其最新产品已经成为热销产品。具体来说，该公司在上一季度销售了价值 110 亿美元的最新一代 Blackwell AI GPU。</p>
</div><p>Nvidia says that Blackwell &#34;is the fastest product ramp in our company's history, unprecedented in its speed and scale.&#34; The initial success of the Blackwell processors can be gauged from the fact that rival <strong>Advance Micro Devices</strong> sold over $5 billion worth of AI GPUs last year. Looking ahead, the robust demand for Nvidia's AI GPUs seems here to stay as the company is witnessing strong demand for both AI training and inference applications.</p>
<div class="lb-trans"><p>英伟达表示，Blackwell &#34;是我们公司历史上产品推出速度最快的，前所未有的速度和规模。&#34; Blackwell 处理器的初步成功可以从竞争对手 <strong>超微半导体</strong> 去年销售超过 50 亿美元的 AI GPU 中看出。展望未来，英伟达的 AI GPU 需求似乎将持续强劲，因为该公司正在见证对 AI 训练和推理应用的强劲需求。</p>
</div><p>The company seems to have benefited from the recent breakthrough achieved by the arrival of cost-efficient reasoning models such as DeepSeek's R1, which led to an increase in demand for computing power. On its February earnings conference call, Nvidia management pointed out:</p>
<div class="lb-trans"><p>该公司似乎受益于近期成本效益高的推理模型的突破，例如 DeepSeek 的 R1，这导致对计算能力的需求增加。在 2 月的财报电话会议上，英伟达管理层指出：</p>
</div><blockquote>
<p>Our inference demand is accelerating, driven by test time scaling and new reasoning models like OpenAI's o3, DeepSeek-R1, and Grok 3. Long-thinking reasoning AI can require 100x more compute per task compared to one-shot inferences.</p>
<p>Blackwell was architected for reasoning AI inference. Blackwell supercharges reasoning AI models with up to 25x higher token throughput and 20x lower cost versus Hopper 100.</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>我们的推理需求正在加速，受到测试时间扩展和新的推理模型（如 OpenAI 的 o3、DeepSeek-R1 和 Grok 3）的推动。长时间推理的 AI 每个任务可能需要比一次性推理多 100 倍的计算能力。</p>
<p>Blackwell 是为推理 AI 设计的。Blackwell 使推理 AI 模型的令牌吞吐量提高了 25 倍，成本降低了 20 倍，相比 Hopper 100。</p>
</blockquote>
</div><p>Not surprisingly, Nvidia's rivals have been scrambling to accelerate the launch of new chips so that they can keep up. But that's easier said than done, as the chipmaker built a solid supply chain ecosystem and has a robust developer community that gives it an advantage over peers. Nvidia management remarked on the conference call that its &#34;programmable architecture accelerates every AI model and over 4,400 applications, ensuring large infrastructure investments against obsolescence in rapidly evolving markets.&#34;</p>
<div class="lb-trans"><p>毫不奇怪，英伟达的竞争对手们都在争相加速推出新芯片，以便跟上步伐。但这并非易事，因为这家芯片制造商建立了稳固的供应链生态系统，并拥有强大的开发者社区，使其在同行中占据优势。英伟达管理层在电话会议上表示，其 &#34;可编程架构加速了每个 AI 模型和超过 4400 个应用程序，确保在快速发展的市场中大规模基础设施投资不至于过时。&#34;</p>
</div><p>As a result, the company has been able to achieve a 200x reduction in AI inference costs over the past couple of years. So, it won't be surprising to see Nvidia remaining the top player in the AI chip market in the long run, which is expected to generate a whopping $360 billion in annual revenue in 2030. Nvidia's data center revenue grew 142% in the latest fiscal year to a record $115 billion, and the size of the end-market opportunity suggests that there is still a lot of room for growth here.</p>
<div class="lb-trans"><p>因此，该公司在过去几年中实现了 AI 推理成本降低 200 倍的成果。因此，英伟达在 AI 芯片市场长期保持领先地位并不令人惊讶，预计到 2030 年将产生高达 3600 亿美元的年收入。英伟达的数据中心收入在最新的财政年度增长了 142%，达到了创纪录的 1150 亿美元，最终市场机会的规模表明这里仍然有很大的增长空间。</p>
</div><p>All this explains why Nvidia's revenue growth estimates for the next three fiscal years have seen upward revisions, with the company expected to show healthy double-digit growth even after the remarkable pace at which it has been growing in recent quarters.</p>
<div class="lb-trans"><p>所有这些都解释了为什么英伟达在未来三年的收入增长预期被上调，预计即使在最近几个季度的惊人增长速度之后，该公司仍将显示出健康的两位数增长。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/5786284ba247d621888edbc5a4ef7c5a.png" alt="" original-src="https://media.ycharts.com/charts/5786284ba247d621888edbc5a4ef7c5a.png"/></p>
<p>NVDA Revenue Estimates for Current Fiscal Year data by YCharts</p>
<div class="lb-trans"><p>当前财政年度英伟达收入预期数据来源于 YCharts</p>
</div><p>Nvidia, therefore, should continue to remain a top AI stock going forward. However, don't be surprised to see Broadcom follow in its footsteps.</p>
<div class="lb-trans"><p>因此，英伟达在未来仍应继续成为顶尖的 AI 股票。然而，不要惊讶于博通紧随其后。</p>
</div><h2>The case for Broadcom</h2>
<div class="lb-trans"><h2>支持博通的理由</h2>
</div><p>Broadcom doesn't compete directly with Nvidia in AI chips, as it sells application-specific integrated circuits (ASICs). These are custom processors that are designed to perform specific tasks, unlike GPUs, which are meant for general computing tasks. The specialized nature of the custom AI processors means that they can be more efficient and powerful while handling AI workloads, which is precisely the reason why Broadcom is seeing outstanding growth in its AI revenue.</p>
<div class="lb-trans"><p>博通并不直接与英伟达在 AI 芯片上竞争，因为它销售的是应用特定集成电路 (ASIC)。这些是为执行特定任务而设计的定制处理器，与用于通用计算任务的 GPU 不同。定制 AI 处理器的专业性质意味着它们在处理 AI 工作负载时可以更高效、更强大，这正是博通在 AI 收入方面实现出色增长的原因。</p>
</div><p>Broadcom's AI revenue more than tripled in the recently concluded fiscal year 2024 to $12.2 billion. However, a closer look at management's comments on the company's March earnings conference call suggests that its AI revenue could multiply impressively in the coming years. Broadcom's custom AI processors and networking chips are currently used by three hyperscale cloud customers.</p>
<div class="lb-trans"><p>博通的 AI 收入在刚刚结束的 2024 财年中增长了三倍，达到了 122 亿美元。然而，仔细观察管理层在公司 3 月财报电话会议上的评论，表明其 AI 收入在未来几年可能会显著增长。博通的定制 AI 处理器和网络芯片目前被三家超大规模云客户使用。</p>
</div><p>The company sees a potential annual revenue opportunity worth $60 billion to $90 billion from these three AI customers over the next three fiscal years. However, Broadcom has an additional four hyperscale customers that are utilizing its designs to manufacture custom AI chips. Two of these customers are on track to tape out their chips in 2025, which is the final development stage before the chips are sent for manufacturing.</p>
<div class="lb-trans"><p>公司预计在未来三个财政年度内，这三家人工智能客户将带来 600 亿到 900 亿美元的潜在年收入机会。然而，博通还有另外四家超大规模客户正在利用其设计制造定制的人工智能芯片。其中两家客户计划在 2025 年完成芯片的最终开发阶段，然后将其送往生产。</p>
</div><p>The other two hyperscale customers that Broadcom has added of late are going &#34;to develop custom accelerators to train their next-generation frontier models.&#34; All this indicates that Broadcom's eventual AI-related revenue opportunity could be much larger than what the company is estimating. So, there is a solid chance that Broadcom may be able to outgrow Wall Street's growth expectations in the current and the next couple of fiscal years.</p>
<div class="lb-trans"><p>博通最近新增的另外两家超大规模客户将 “开发定制加速器以训练他们的下一代前沿模型”。所有这些都表明，博通最终的人工智能相关收入机会可能远大于公司目前的估计。因此，博通在当前和未来几个财政年度内有很大的机会超越华尔街的增长预期。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/f9ca8e6e126acd15f32bbd6fe07442c7.png" alt="" original-src="https://media.ycharts.com/charts/f9ca8e6e126acd15f32bbd6fe07442c7.png"/></p>
<p>AVGO Revenue Estimates for Current Fiscal Year data by YCharts</p>
<div class="lb-trans"><p>AVGO 当前财政年度收入估计数据来自 YCharts</p>
</div><p>A big reason why Broadcom's growth could be better than consensus estimates is because it is the leading player in the ASIC space, with an estimated market share of 55% to 60%. Broadcom's recent customer wins suggest that it could hold on to its impressive share in the future, which is why there is a strong likelihood that it will be able to significantly multiply its AI revenue in the future.</p>
<div class="lb-trans"><p>博通增长可能超过共识预期的一个重要原因是，它在 ASIC 领域处于领先地位，市场份额估计在 55% 到 60% 之间。博通最近的客户胜利表明，它未来可能会保持其令人印象深刻的市场份额，这也是它未来能够显著增加人工智能收入的强大可能性所在。</p>
</div><h2>The verdict</h2>
<div class="lb-trans"><h2>结论</h2>
</div><p>It is clear that both Nvidia and Broadcom are dominant players in their respective AI semiconductor niches, which is why they are expected to keep growing at healthy rates going forward. What's more, their valuations tell us that investors cannot go wrong with either stock.</p>
<div class="lb-trans"><p>显然，英伟达和博通在各自的人工智能半导体细分市场中都是主导玩家，因此预计它们将继续以健康的速度增长。此外，它们的估值告诉我们，投资者在这两只股票中都不会出错。</p>
</div><p>Nvidia and Broadcom sport almost similar forward earnings multiples.</p>
<div class="lb-trans"><p>英伟达和博通的前瞻性市盈率几乎相似。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/086739d4782a0711bd9befed8c1a7267.png" alt="" original-src="https://media.ycharts.com/charts/086739d4782a0711bd9befed8c1a7267.png"/></p>
<p>NVDA PE Ratio (Forward) data by YCharts</p>
<div class="lb-trans"><p>NVDA 前瞻性市盈率数据来自 YCharts</p>
</div><p>Investors looking to buy an AI stock right now can consider buying either Nvidia or Broadcom. In fact, they may even consider adding both these names to their portfolios as they are on track to capitalize on different but lucrative niches of the AI semiconductor market that should help them sustain their outstanding growth for years to come.</p>
<div class="lb-trans"><p>目前希望购买人工智能股票的投资者可以考虑购买英伟达或博通。事实上，他们甚至可以考虑将这两只股票都加入到他们的投资组合中，因为它们正朝着利用人工智能半导体市场中不同但有利可图的细分市场的方向发展，这将帮助它们在未来几年内保持卓越的增长。</p>
</div>

Better Artificial Intelligence (AI) Stock: Nvidia vs. Broadcom

- Nvidia 和 Broadcom 受益于人工智能硬件投资，股价大幅上涨。  
- 2025 年两家公司股价回调，Nvidia 下跌 18%，Broadcom 下跌 28%。  
- 尽管如此，二者在 AI 市场的长期增长潜力依然强劲。  

哪只人工智能（AI）股票更好：英伟达 vs. 博通