<p>从单一投资中赚取 100 万美元并不是一件容易的事，除非你已经准备好投资 90 万美元。当投资者梦想成为百万富翁时，他们常常会幻想某只股票的价值上涨 100 倍，将小额投资变成巨额收益。虽然这样的例子确实存在，但相当罕见。</p>
<p>相反，投资者应该关注那些能够超越市场并加速他们成为百万富翁进程的股票。通过这种思维转变，你可以找到那些有很大机会超越市场表现的优秀公司，并通过持续的成功提高你的满意度。</p>
<p>我有两只必胜的股票，它们正在朝着超越大盘的方向发展，并将成为任何投资者投资组合中的优秀补充。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTY0MjcvcGVyc29uLWFuYWx5emluZy1kYXRhLW9uLWEtc2NyZWVuLmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="393" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTY0MjcvcGVyc29uLWFuYWx5emluZy1kYXRhLW9uLWEtc2NyZWVuLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>台积电</h2>
<p><strong>台积电</strong>（TSM 1.54%）是参与人工智能军备竞赛的最中立的投资方式。它是许多大型科技公司的芯片制造商，包括至关重要的 <strong>英伟达</strong>。它的技术无与伦比，两个新芯片世代已经计划在 2025 年底和 2026 年推出。</p>
<p>由于台积电是几乎所有参与人工智能公司的供应商，它对未来有着无与伦比的洞察力，因为芯片订单通常提前数年下达。例如，它位于亚利桑那州的现有设施已经售罄，生产能力一直到 2027 年，这也是它宣布将在美国建设额外 1000 亿美元生产设施的部分原因。</p>
<p>在接下来的五年里，台积电的管理层预计与人工智能相关的收入将以惊人的 45% 的复合年增长率（CAGR）增长。整体而言，预计收入将以近 20% 的 CAGR 增长，这远高于大盘通常的增长速度（每年约 10%）。</p>
<p>更重要的是，台积电的股票并不算贵，交易价格为 21.2 倍的预期收益，而 <strong>标准普尔 500</strong>（^GSPC 0.58%）的预期收益为 22.1 倍。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/842ba7d6217ce24cefd9791e1cc8c192.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="720" height="441" original-src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/842ba7d6217ce24cefd9791e1cc8c192.png"/></p>
<p>TSM 市盈率（预期）数据来自 YCharts</p>
<p>当你将市场超越增长与低于市场价格结合在一起时，你就得到了一个可以显著超越大盘的股票的配方。这就是我对台积电在未来几年将超越市场的信心所在。</p>
<h2>谷歌母公司</h2>
<p><strong>谷歌母公司</strong>（GOOG -1.48%）（GOOGL -1.62%）作为一只超越市场的股票选择可能更具争议，因为它面临着相当多的上升阻力。然而，谷歌母公司过去也曾应对过阻力，并且具备应对这场风暴的能力。</p>
<p>最大的担忧之一是谷歌母公司的主要业务——谷歌搜索，可能会被人工智能取代。然而，谷歌已经将人工智能搜索概述纳入其中，并正在推出人工智能搜索模式。虽然会有一些用户转向其他选项，但谷歌正在采取正确的措施以保持在搜索领域的相关性。此外，生成式人工智能已经存在近三年，而谷歌搜索在第一季度仍以 10% 的速度增长。尽管市场可能认为谷歌陷入困境，但其业绩显然并不支持这一论点。</p>
<p>尽管围绕谷歌母公司存在诸多担忧（包括经济放缓和潜在的政府拆分），但该公司仍然持续发布优秀的季度业绩。第一季度，谷歌母公司的整体收入增长了 12%，稀释后的每股收益增长了 49%。如果其他公司交出这样的业绩，投资者肯定会感到兴奋。但由于是谷歌母公司，市场对该股票并不看好。</p>
<p>这为投资者提供了一个绝佳的投资机会，因为该股票的交易价格仅为 18 倍的预期收益。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/22377b4ce33e98eea640aba4ea3d779f.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="720" height="441" original-src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/22377b4ce33e98eea640aba4ea3d779f.png"/></p>
<p>GOOGL 市盈率（预期）数据来自 YCharts</p>
<p>谷歌母公司尚未死去，其业绩证明了这一点。时间将证明谷歌母公司是否能抵御人工智能新兴公司的挑战，但如果能够成功，它将因相对低估和稳定的业绩而产生巨大的回报。</p>

台积电

谷歌-A

谷歌-C

半导体 3 倍做多 - Direxion

<p>本文强调了两只有前景的人工智能股票：台积电和谷歌。台积电预计将受益于人工智能的繁荣，预计人工智能相关收入的年均增长率为 45%，并计划在美国投资 1000 亿美元新设施。其股票的前瞻市盈率为 21.2 倍，具有吸引力。尽管面临挑战，谷歌仍继续显示出强劲的增长，收入增长 12%，每股收益增长 49%。其前瞻市盈率为 18 倍，作为其适应人工智能发展的投资机会，具有重要的投资价值</p>

<p>Making $1 million from a single investment is no easy task unless you've already got $900,000 ready to invest. When investors dream of becoming millionaires, they often have grand visions of a stock that rises 100 times in value and turns a small investment into a huge winner. While those examples do exist, they're quite rare.</p>
<div class="lb-trans"><p>从单一投资中赚取 100 万美元并不是一件容易的事，除非你已经准备好投资 90 万美元。当投资者梦想成为百万富翁时，他们常常会幻想某只股票的价值上涨 100 倍，将小额投资变成巨额收益。虽然这样的例子确实存在，但相当罕见。</p>
</div><p>Instead, investors should focus on stocks that can crush the market and accelerate their timeline to becoming millionaires. With this mindset shift, you can pinpoint great companies with an excellent shot at outperformance and increase your satisfaction through consistent success.</p>
<div class="lb-trans"><p>相反，投资者应该关注那些能够超越市场并加速他们成为百万富翁进程的股票。通过这种思维转变，你可以找到那些有很大机会超越市场表现的优秀公司，并通过持续的成功提高你的满意度。</p>
</div><p>I've got two surefire stocks that are well on their way to beating the broader market and would make excellent additions to any investor's portfolio.</p>
<div class="lb-trans"><p>我有两只必胜的股票，它们正在朝着超越大盘的方向发展，并将成为任何投资者投资组合中的优秀补充。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTY0MjcvcGVyc29uLWFuYWx5emluZy1kYXRhLW9uLWEtc2NyZWVuLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F816427%2Fperson-analyzing-data-on-a-screen.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Taiwan Semiconductor Manufacturing</h2>
<div class="lb-trans"><h2>台积电</h2>
</div><p><strong>Taiwan Semiconductor Manufacturing</strong>(TSM 1.54%) (TSMC) is potentially the most neutral way to play the AI arms race. It is the chip fabricator for many big tech companies, including the all-important <strong>Nvidia</strong>. Its technology is second to none, and two new chip generations are already slated for launch in late 2025 and 2026.</p>
<div class="lb-trans"><p><strong>台积电</strong>（TSM 1.54%）是参与人工智能军备竞赛的最中立的投资方式。它是许多大型科技公司的芯片制造商，包括至关重要的 <strong>英伟达</strong>。它的技术无与伦比，两个新芯片世代已经计划在 2025 年底和 2026 年推出。</p>
</div><p>Because TSMC is a supplier to nearly every company involved in AI, it has unparalleled vision into the future because chip orders are placed years in advance. For example, its existing Arizona facility has already sold out chip production through 2027, which is part of why it has announced an additional $100 billion in production facilities to be built in the U.S.</p>
<div class="lb-trans"><p>由于台积电是几乎所有参与人工智能公司的供应商，它对未来有着无与伦比的洞察力，因为芯片订单通常提前数年下达。例如，它位于亚利桑那州的现有设施已经售罄，生产能力一直到 2027 年，这也是它宣布将在美国建设额外 1000 亿美元生产设施的部分原因。</p>
</div><p>Over the next five years, TSMC's management expects AI-related revenue to grow at a jaw-dropping 45% compound annual growth rate (CAGR). Companywide, it expects revenue to increase at nearly a 20% CAGR, which is far higher than the broader market usually grows (around 10% per year).</p>
<div class="lb-trans"><p>在接下来的五年里，台积电的管理层预计与人工智能相关的收入将以惊人的 45% 的复合年增长率（CAGR）增长。整体而言，预计收入将以近 20% 的 CAGR 增长，这远高于大盘通常的增长速度（每年约 10%）。</p>
</div><p>To top things off, TSMC's stock isn't all that expensive, trading for 21.2 times forward earnings, versus the <strong>S&amp;P 500</strong>'s (^GSPC 0.58%) 22.1 times forward earnings.</p>
<div class="lb-trans"><p>更重要的是，台积电的股票并不算贵，交易价格为 21.2 倍的预期收益，而 <strong>标准普尔 500</strong>（^GSPC 0.58%）的预期收益为 22.1 倍。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/842ba7d6217ce24cefd9791e1cc8c192.png" alt="" original-src="https://media.ycharts.com/charts/842ba7d6217ce24cefd9791e1cc8c192.png"/></p>
<p>TSM PE Ratio (Forward) data by YCharts</p>
<div class="lb-trans"><p>TSM 市盈率（预期）数据来自 YCharts</p>
</div><p>When you combine market-crushing growth with cheaper-than-market prices, you've got a recipe for a stock that can dramatically outperform the broader market. That's why I'm confident that TSMC will crush the market over the next few years.</p>
<div class="lb-trans"><p>当你将市场超越增长与低于市场价格结合在一起时，你就得到了一个可以显著超越大盘的股票的配方。这就是我对台积电在未来几年将超越市场的信心所在。</p>
</div><h2>Alphabet</h2>
<div class="lb-trans"><h2>谷歌母公司</h2>
</div><p><strong>Alphabet</strong>(GOOG -1.48%)(GOOGL -1.62%) may be more controversial as a market-beating stock pick, as it has a decent number of rising headwinds. However, Alphabet has dealt with headwinds in the past and is well equipped to weather this storm.</p>
<div class="lb-trans"><p><strong>谷歌母公司</strong>（GOOG -1.48%）（GOOGL -1.62%）作为一只超越市场的股票选择可能更具争议，因为它面临着相当多的上升阻力。然而，谷歌母公司过去也曾应对过阻力，并且具备应对这场风暴的能力。</p>
</div><p>One of the biggest fears is that Alphabet's primary business, Google Search, will be replaced by AI. However, Google has already incorporated AI search overviews and is launching an AI search mode. While there will be some users who defect to other options, Google is doing the right things to stay relevant in the search game. Furthermore, generative AI has been around for nearly three years, and Google Search still grew at a 10% pace in Q1. Although the market may think Google is in trouble, its results certainly don't back that thesis up.</p>
<div class="lb-trans"><p>最大的担忧之一是谷歌母公司的主要业务——谷歌搜索，可能会被人工智能取代。然而，谷歌已经将人工智能搜索概述纳入其中，并正在推出人工智能搜索模式。虽然会有一些用户转向其他选项，但谷歌正在采取正确的措施以保持在搜索领域的相关性。此外，生成式人工智能已经存在近三年，而谷歌搜索在第一季度仍以 10% 的速度增长。尽管市场可能认为谷歌陷入困境，但其业绩显然并不支持这一论点。</p>
</div><p>Despite all of the fears surrounding Alphabet (including an economic slowdown and potential government breakup), the company just keeps posting excellent quarter after excellent quarter. Overall revenue was up 12% for Alphabet in Q1, and diluted earnings per share increased 49%. If any other company delivered results like that, investors would be ecstatic. But because it's Alphabet, the market isn't bullish on the stock.</p>
<div class="lb-trans"><p>尽管围绕谷歌母公司存在诸多担忧（包括经济放缓和潜在的政府拆分），但该公司仍然持续发布优秀的季度业绩。第一季度，谷歌母公司的整体收入增长了 12%，稀释后的每股收益增长了 49%。如果其他公司交出这样的业绩，投资者肯定会感到兴奋。但由于是谷歌母公司，市场对该股票并不看好。</p>
</div><p>This opens up an incredible investment opportunity, as the stock trades for a mere 18 times forward earnings.</p>
<div class="lb-trans"><p>这为投资者提供了一个绝佳的投资机会，因为该股票的交易价格仅为 18 倍的预期收益。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/22377b4ce33e98eea640aba4ea3d779f.png" alt="" original-src="https://media.ycharts.com/charts/22377b4ce33e98eea640aba4ea3d779f.png"/></p>
<p>GOOGL PE Ratio (Forward) data by YCharts</p>
<div class="lb-trans"><p>GOOGL 市盈率（预期）数据来自 YCharts</p>
</div><p>Alphabet isn't dead yet, and its results showcase that. Time will tell if Alphabet defends its territory from AI upstarts, but if it does, it will likely produce massive returns because of its relative undervaluation and steady results.</p>
<div class="lb-trans"><p>谷歌母公司尚未死去，其业绩证明了这一点。时间将证明谷歌母公司是否能抵御人工智能新兴公司的挑战，但如果能够成功，它将因相对低估和稳定的业绩而产生巨大的回报。</p>
</div>

2 Millionaire-Maker Artificial Intelligence (AI) Stocks

- 投资者应关注能超越市场的股票，以加速致富进程。  
- 台积电预计 AI 相关收入在未来五年将以 45% 的年复合增长率增长。  
- 谷歌在面临挑战时仍实现 Q1 收入增长 12%，每股收益增长 49%。  

两只可能创造百万富翁的人工智能（AI）股票