<p><strong>英伟达</strong> 凭借其强大的图形处理单元（GPU）在人工智能（AI）革命的前沿，帮助全球各地的公司和政府训练和部署 AI 模型和应用程序。</p>
<p>这家半导体巨头实际上是通过其 A100 GPU 开启了 AI 热潮，这些 GPU 被用于训练 ChatGPT。从那时起，多个公司的 AI 模型已经使用英伟达的芯片进行训练并投入生产。事实上，英伟达至今仍主导着 AI 芯片市场，领先于竞争对手。</p>
<p>英伟达的 AI 驱动增长在过去三年中推动了其股价的巨大飙升。尽管其表现惊人，但由于其服务的巨大可寻址市场，该股票仍然是一个稳健的投资选择。然而，还有另一家公司有潜力在其行业中占据主导地位——就像英伟达一样——得益于 AI。</p>
<p>让我们更仔细地看看这个名字，看看它为什么可能成为您投资组合中的一个稳健补充。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjEwOTMvcGVyc29uLW9ubGluZS1zaG9wcGluZy5qcGcmdz03MDA?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://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjEwOTMvcGVyc29uLW9ubGluZS1zaG9wcGluZy5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>这家科技巨头的 AI 工具正在为客户带来可观的收益</h2>
<p>英伟达几乎没有给其他芯片制造商在 AI 芯片市场上留下立足之地。因此，寻找另一家有能力成为市场领先者并在长期内实现健康股价上涨的投资者应该考虑将 <strong>Meta Platforms</strong>（META -1.19%）纳入他们的投资组合。</p>
<p>这是因为 Meta 正在利用 AI 来占据更大份额的利润丰厚的数字广告市场。这家社交媒体巨头借助其 AI 工具显著提高了广告主的广告支出回报。上个月，Meta 指出，其以 AI 为中心的广告工具正在推动广告支出回报提高 22%。</p>
<p>在美国，广告主在该公司的 AI 广告工具上每花费 1 美元，便能获得令人印象深刻的 4.52 美元回报。不出所料，Meta 计划到 2026 年底使广告主能够完全利用 AI 创建和优化广告活动。这一举措意味着品牌和广告主将不必通过代理商来购买广告库存和规划他们的活动，因为所有这些都将由 AI 处理。</p>
<p>因此，看到预算不足以雇佣营销代理的小品牌和公司纷纷使用 Meta 的 AI 工具来接触他们的受众并不奇怪。即使是更大的品牌也可能直接前往 Meta，以进一步提高他们的广告支出回报。所有这些都可能为 Meta 的收入和盈利带来更强劲的增长铺平道路。</p>
<p>该公司的收入在 2025 年第一季度增长了 16%，而调整后的收益以更快的速度增长了 37%。更强劲的底线增长可归因于 Meta 上个季度每个广告的平均价格增长了 10%。广告展示量同比增长了 5%，这表明用户在其平台上查看广告的次数有所增加。</p>
<p>Meta 能够持续吸引更多广告支出的一个重要原因是其在各个应用程序中拥有 34.3 亿的庞大日活跃用户基础。随着 AI 帮助品牌和广告主改善受众定位，未来它可能能够实现广告平均价格和广告展示量的强劲增长。</p>
<p>这最终可能帮助 Meta Platforms 继续以比数字广告市场及其同行更快的速度增长。根据 eMarketer 的数据，全球数字广告收入去年增长了 12%，预计今年将再增长 10%。Meta 的 2024 年收入增长了 22%，而其在 2025 年第一季度的表现表明，它有望再次超越行业。</p>
<p>因此，显然 AI 正在帮助 Meta Platforms 在数字广告市场中成为更大的参与者，管理层相信这可能在长期内带来显著的增长。</p>
<h2>AI 可能在长期内推动 Meta Platforms 的收入飙升</h2>
<p>根据共识预测，Meta 预计在 2025 年结束时收入将达到 1870 亿美元。根据公司的内部估计，AI 预计将为今年的收入贡献 20 亿到 30 亿美元。但到 2035 年，Meta 预计其 AI 收入将在 4600 亿到 14000 亿美元之间。</p>
<p>虽然这是一个非常宽泛的范围，尤其是在高端目标上显得雄心勃勃，但投资者应注意，第三方估计的整体数字广告市场预计到 2035 年将超过 1.5 万亿美元的收入。因此，考虑到 Meta 在数字广告领域的不断发展，它确实有很大机会捕获这一利润丰厚的最终市场机会。</p>
<p>因此，寻找有潜力在长期内产生类似英伟达回报的 AI 股票的投资者，应该立即购买 Meta Platforms，因为其当前的市盈率为 27 倍，低于科技股密集的 <strong>纳斯达克 100</strong> 指数的 30 倍市盈率。</p>

META

<p>Meta Platforms 正在成为数字广告市场的潜在领导者，利用人工智能提升广告效果和广告主的回报。根据报道，广告支出的回报率提高了 22%，Meta 的人工智能工具预计将推动显著的收入增长，预计到 2025 年总收入将达到 1870 亿美元，其中人工智能贡献 20-30 亿美元。到 2035 年，人工智能收入可能达到 4600 亿至 1.4 万亿美元，使 Meta 在行业中成为一个强大的参与者，类似于英伟达在人工智能芯片领域的主导地位</p>

<p><strong>Nvidia</strong> has been at the forefront of the artificial intelligence (AI) revolution thanks to its powerful graphics processing units (GPUs), which have allowed companies and governments around the globe to train and deploy AI models and applications.</p>
<div class="lb-trans"><p><strong>英伟达</strong> 凭借其强大的图形处理单元（GPU）在人工智能（AI）革命的前沿，帮助全球各地的公司和政府训练和部署 AI 模型和应用程序。</p>
</div><p>The semiconductor giant literally kicked off the AI craze with its A100 GPUs, which were used to train ChatGPT. Since then, multiple AI models from several companies have been trained and brought into production with Nvidia's chips. In fact, Nvidia continues to dominate the AI chip market even now, establishing a big lead over its rivals.</p>
<div class="lb-trans"><p>这家半导体巨头实际上是通过其 A100 GPU 开启了 AI 热潮，这些 GPU 被用于训练 ChatGPT。从那时起，多个公司的 AI 模型已经使用英伟达的芯片进行训练并投入生产。事实上，英伟达至今仍主导着 AI 芯片市场，领先于竞争对手。</p>
</div><p>Nvidia's AI-fueled growth has powered a massive surge in its stock price in the past three years. The stock remains a solid bet even after its phenomenal run thanks to the huge addressable market it is serving. However, there is another company that has the potential to dominate its industry -- just like Nvidia does -- thanks to AI.</p>
<div class="lb-trans"><p>英伟达的 AI 驱动增长在过去三年中推动了其股价的巨大飙升。尽管其表现惊人，但由于其服务的巨大可寻址市场，该股票仍然是一个稳健的投资选择。然而，还有另一家公司有潜力在其行业中占据主导地位——就像英伟达一样——得益于 AI。</p>
</div><p>Let's take a closer look at that name and see why it could turn out to be a solid addition to your portfolio.</p>
<div class="lb-trans"><p>让我们更仔细地看看这个名字，看看它为什么可能成为您投资组合中的一个稳健补充。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjEwOTMvcGVyc29uLW9ubGluZS1zaG9wcGluZy5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F821093%2Fperson-online-shopping.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>This tech giant's AI tools are driving solid gains for customers</h2>
<div class="lb-trans"><h2>这家科技巨头的 AI 工具正在为客户带来可观的收益</h2>
</div><p>Nvidia has left little room for other chipmakers to make a dent in the AI chip market. So, investors looking for another company with the ability to become a leading player in its market and deliver healthy stock price upside in the long run should consider <strong>Meta Platforms</strong>(META -1.19%) for their portfolios.</p>
<div class="lb-trans"><p>英伟达几乎没有给其他芯片制造商在 AI 芯片市场上留下立足之地。因此，寻找另一家有能力成为市场领先者并在长期内实现健康股价上涨的投资者应该考虑将 <strong>Meta Platforms</strong>（META -1.19%）纳入他们的投资组合。</p>
</div><p>That's because Meta is using AI to corner a bigger share of the lucrative digital advertising market. The social media giant has been able to substantially increase advertisers' returns on ad dollars spent with the help of its AI tools. Last month, Meta pointed out that its AI-focused advertising tools are driving a 22% improvement in returns on ad spending for advertisers.</p>
<div class="lb-trans"><p>这是因为 Meta 正在利用 AI 来占据更大份额的利润丰厚的数字广告市场。这家社交媒体巨头借助其 AI 工具显著提高了广告主的广告支出回报。上个月，Meta 指出，其以 AI 为中心的广告工具正在推动广告支出回报提高 22%。</p>
</div><p>Every dollar spent by advertisers in the U.S. on the company's AI ad tools is generating an impressive return of $4.52. Not surprisingly, Meta plans to enable advertisers to fully create and optimize ad campaigns with AI by the end of 2026. Such a move means that brands and advertisers won't have to go through agencies to purchase ad inventories and plan their campaigns, as all of this would be handled by AI.</p>
<div class="lb-trans"><p>在美国，广告主在该公司的 AI 广告工具上每花费 1 美元，便能获得令人印象深刻的 4.52 美元回报。不出所料，Meta 计划到 2026 年底使广告主能够完全利用 AI 创建和优化广告活动。这一举措意味着品牌和广告主将不必通过代理商来购买广告库存和规划他们的活动，因为所有这些都将由 AI 处理。</p>
</div><p>As a result, it won't be surprising to see smaller brands and companies that lack the budgets to hire marketing agencies flocking to use Meta's AI tools to reach their audience. Even bigger brands could directly go to Meta to further enhance their returns on ad dollars spent. All this could pave the way for stronger growth in Meta's revenue and earnings.</p>
<div class="lb-trans"><p>因此，看到预算不足以雇佣营销代理的小品牌和公司纷纷使用 Meta 的 AI 工具来接触他们的受众并不奇怪。即使是更大的品牌也可能直接前往 Meta，以进一步提高他们的广告支出回报。所有这些都可能为 Meta 的收入和盈利带来更强劲的增长铺平道路。</p>
</div><p>The company's top line increased by 16% in the first quarter of 2025, while its adjusted earnings increased at a better pace of 37%. The stronger bottom-line growth can be attributed to a 10% increase in the average price per ad delivered by Meta last quarter. Ad impressions also increased by 5% year over year, indicating that there was an increase in the number of times users viewed ads on its platform.</p>
<div class="lb-trans"><p>该公司的收入在 2025 年第一季度增长了 16%，而调整后的收益以更快的速度增长了 37%。更强劲的底线增长可归因于 Meta 上个季度每个广告的平均价格增长了 10%。广告展示量同比增长了 5%，这表明用户在其平台上查看广告的次数有所增加。</p>
</div><p>A big reason why Meta can keep attracting more advertising dollars is because of its massive daily active user base of 3.43 billion across its various apps. With AI helping brands and advertisers improve audience targeting, there is a good chance that it may be able to clock strong growth in the average price per ad and the number of ad impressions it delivers in the future.</p>
<div class="lb-trans"><p>Meta 能够持续吸引更多广告支出的一个重要原因是其在各个应用程序中拥有 34.3 亿的庞大日活跃用户基础。随着 AI 帮助品牌和广告主改善受众定位，未来它可能能够实现广告平均价格和广告展示量的强劲增长。</p>
</div><p>This could eventually help Meta Platforms to continue growing at a faster pace than the digital ad market and its peers. According to eMarketer, global digital ad revenue increased by 12% last year and is forecast to jump another 10% this year. Meta's 2024 revenue increased by 22%, and its performance in the first quarter of 2025 suggests that it is on track to outgrow the industry once again.</p>
<div class="lb-trans"><p>这最终可能帮助 Meta Platforms 继续以比数字广告市场及其同行更快的速度增长。根据 eMarketer 的数据，全球数字广告收入去年增长了 12%，预计今年将再增长 10%。Meta 的 2024 年收入增长了 22%，而其在 2025 年第一季度的表现表明，它有望再次超越行业。</p>
</div><p>So, it is evident that AI is helping Meta Platforms become a bigger player in the digital ad market, and management is confident that this could lead to remarkable growth in the long run.</p>
<div class="lb-trans"><p>因此，显然 AI 正在帮助 Meta Platforms 在数字广告市场中成为更大的参与者，管理层相信这可能在长期内带来显著的增长。</p>
</div><h2>AI could send Meta Platforms' revenue soaring in the long run</h2>
<div class="lb-trans"><h2>AI 可能在长期内推动 Meta Platforms 的收入飙升</h2>
</div><p>Meta is expected to finish 2025 with $187 billion in revenue, according to consensus estimates. AI is expected to contribute $2 billion to $3 billion of that revenue this year, according to the company's internal estimates. But by 2035, Meta sees its AI revenue ranging anywhere between $460 billion and a whopping $1.4 trillion.</p>
<div class="lb-trans"><p>根据共识预测，Meta 预计在 2025 年结束时收入将达到 1870 亿美元。根据公司的内部估计，AI 预计将为今年的收入贡献 20 亿到 30 亿美元。但到 2035 年，Meta 预计其 AI 收入将在 4600 亿到 14000 亿美元之间。</p>
</div><p>While that's a very wide range and an ambitious target, especially at the high end, investors would do well to note that the overall digital ad market is expected to exceed $1.5 trillion in revenue by 2035, according to third-party estimates. So, there is a good chance that Meta could indeed capture a huge share of this lucrative end-market opportunity on offer considering that it has been gaining ground in the digital ad space.</p>
<div class="lb-trans"><p>虽然这是一个非常宽泛的范围，尤其是在高端目标上显得雄心勃勃，但投资者应注意，第三方估计的整体数字广告市场预计到 2035 年将超过 1.5 万亿美元的收入。因此，考虑到 Meta 在数字广告领域的不断发展，它确实有很大机会捕获这一利润丰厚的最终市场机会。</p>
</div><p>So, investors looking for an AI stock that has the potential to generate Nvidia-like returns in the long run would do well to buy Meta Platforms right away as it is trading at an attractive 27 times earnings, a discount to the tech-laden <strong>Nasdaq-100</strong> index's earnings multiple of 30.</p>
<div class="lb-trans"><p>因此，寻找有潜力在长期内产生类似英伟达回报的 AI 股票的投资者，应该立即购买 Meta Platforms，因为其当前的市盈率为 27 倍，低于科技股密集的 <strong>纳斯达克 100</strong> 指数的 30 倍市盈率。</p>
</div>

Prediction: This Artificial Intelligence (AI) Stock Could Be the Next Nvidia -- and It's Not What You Think

- Nvidia 通过强大的 GPU 引领 AI 革命，持续主导 AI 芯片市场。  
- Meta 利用 AI 工具提升数字广告回报，第一季度收入增长 16%。  
- 预计 Meta 2025 年收入将达 1870 亿美元，AI 收入贡献 20 亿至 30 亿美元。  

预测：这只人工智能（AI）股票可能成为下一个英伟达——而且它并不是你所想的那样