<p>“七侠” 这一称号最初是为了警告长期投资者。请记住，同名电影并没有一个快乐的结局，这场悲剧作为潜在市场泡沫的隐喻是合情合理的。尽管如此，“七侠” 集团仍然在不断为整体股市定调，而这些股票在 2025 年大多数都是市场宠儿，在过去 52 周内价格上涨了两位数。</p>
<p>但谷歌母公司 <strong>Alphabet</strong>(GOOG -3.59%)(GOOGL -3.89%) 在过去一年中却落后，股价下跌了 2%，在许多方面看起来明显被低估。这是我今年唯一购买的 “七侠” 股票，原因很简单：它是这一精英集团中最具性价比的股票，结合了无与伦比的人工智能（AI）专业知识。</p>
<h2>Alphabet 在 AI 市场上落后于 Nvidia、亚马逊和微软（但这并不是全部故事）</h2>
<p>其他 “七侠” 公司在 AI 市场上可能比 Alphabet 更具优势。<strong>Nvidia</strong>（NVDA -1.14%）的盈利销售增长无与伦比。基于收入的市场份额表明，<strong>亚马逊</strong>（AMZN -1.38%）和 <strong>微软</strong>（MSFT -0.64%）的云计算解决方案正在超越谷歌云。</p>
<p>但这些经过验证和承诺的结果已经牢牢体现在股价中。Nvidia 的股票目前的市盈率为 47 倍，自由现金流市倍数为 49 倍。微软和亚马逊的市盈率在 30 多倍，而现金流倍数远高于 Nvidia。同时，Alphabet 的股票以 19 倍的市盈率和 28 倍的自由现金流看起来相对便宜。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjIzMTEvYWktYW5kcm9pZC1ibGFjay1yb2JvdC1oZWFkLmpwZyZ3PTcwMA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjIzMTEvYWktYW5kcm9pZC1ibGFjay1yb2JvdC1oZWFkLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>不要为明天的 AI 领袖支付过高的价格</h2>
<p>数字从来不能讲述完整的故事，关于 Alphabet 的长期增长机会还有更多要说。从 AI 服务到量子计算系统，这家公司在不断变化的市场和意外的经济冲击中蓬勃发展。但适中的股票估值是进一步研究的良好起点。</p>

谷歌-A

<p>这篇文章讨论了 “七大巨头” 股票，强调尽管过去一年股价下跌了 2%，但 Alphabet（GOOG，GOOGL）仍然是最佳买入选择。虽然像 Nvidia、Amazon 和 Microsoft 这样的竞争对手在人工智能和云计算方面表现出色，但 Alphabet 的股票被认为以 19 倍的市盈率被低估。作者强调了 Alphabet 在人工智能和量子计算方面的长期增长潜力，建议这为投资者提供了一个有利的入场时机</p>

<p>The &#34;Magnificent Seven&#34; moniker was originally intended as a warning to long-term investors. Remember, the movie by the same name doesn't have the happiest of endings, and the tragedy made sense as a metaphor for potential market bubbles. Still, the Magnificent Seven group keeps setting the tone for the overall stock market, and most of these stocks are market darlings in 2025, with double-digit price gains over the last 52 weeks.</p>
<div class="lb-trans"><p>“七侠” 这一称号最初是为了警告长期投资者。请记住，同名电影并没有一个快乐的结局，这场悲剧作为潜在市场泡沫的隐喻是合情合理的。尽管如此，“七侠” 集团仍然在不断为整体股市定调，而这些股票在 2025 年大多数都是市场宠儿，在过去 52 周内价格上涨了两位数。</p>
</div><p>But Google parent <strong>Alphabet</strong>(GOOG -3.59%)(GOOGL -3.89%) is lagging behind with a 2% price dip over the last year, and the stock looks downright undervalued in many ways. It's the only Magnificent Seven stock I have bought this year, for one simple reason: It's the best combination of affordable shares and unbeatable artificial intelligence (AI) expertise in this elite group.</p>
<div class="lb-trans"><p>但谷歌母公司 <strong>Alphabet</strong>(GOOG -3.59%)(GOOGL -3.89%) 在过去一年中却落后，股价下跌了 2%，在许多方面看起来明显被低估。这是我今年唯一购买的 “七侠” 股票，原因很简单：它是这一精英集团中最具性价比的股票，结合了无与伦比的人工智能（AI）专业知识。</p>
</div><h2>Alphabet is trailing behind Nvidia, Amazon, and Microsoft (but that's not the whole story)</h2>
<div class="lb-trans"><h2>Alphabet 在 AI 市场上落后于 Nvidia、亚马逊和微软（但这并不是全部故事）</h2>
</div><p>The other Magnificent Seven companies may have a leg up on Alphabet in the AI market so far. <strong>Nvidia</strong>'s (NVDA -1.14%) profitable sales growth is unbeatable. Revenue-based market shares suggest that the cloud computing solutions from <strong>Amazon</strong>(AMZN -1.38%) and <strong>Microsoft</strong>(MSFT -0.64%) are running circles around Google Cloud.</p>
<div class="lb-trans"><p>其他 “七侠” 公司在 AI 市场上可能比 Alphabet 更具优势。<strong>Nvidia</strong>（NVDA -1.14%）的盈利销售增长无与伦比。基于收入的市场份额表明，<strong>亚马逊</strong>（AMZN -1.38%）和 <strong>微软</strong>（MSFT -0.64%）的云计算解决方案正在超越谷歌云。</p>
</div><p>But those proven and promised results are firmly baked into the stock prices. Nvidia stock trades at 47 times earnings and 49 times free cash flows today. Microsoft and Amazon have P/E ratios in the mid-30s and cash flow multiples well above Nvidia's. At the same time, Alphabet stock looks affordable at 19 times earnings and 28 times free cash flows.</p>
<div class="lb-trans"><p>但这些经过验证和承诺的结果已经牢牢体现在股价中。Nvidia 的股票目前的市盈率为 47 倍，自由现金流市倍数为 49 倍。微软和亚马逊的市盈率在 30 多倍，而现金流倍数远高于 Nvidia。同时，Alphabet 的股票以 19 倍的市盈率和 28 倍的自由现金流看起来相对便宜。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjIzMTEvYWktYW5kcm9pZC1ibGFjay1yb2JvdC1oZWFkLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F822311%2Fai-android-black-robot-head.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>Don't overpay for tomorrow's AI leaders</h2>
<div class="lb-trans"><h2>不要为明天的 AI 领袖支付过高的价格</h2>
</div><p>The numbers never tell the whole story, and there's more to say about Alphabet's long-term growth opportunities. From AI services to quantum computing systems, the company was built to thrive amid ever-changing markets and unexpected economy jolts. But the modest stock valuation is a great starting point for further research.</p>
<div class="lb-trans"><p>数字从来不能讲述完整的故事，关于 Alphabet 的长期增长机会还有更多要说。从 AI 服务到量子计算系统，这家公司在不断变化的市场和意外的经济冲击中蓬勃发展。但适中的股票估值是进一步研究的良好起点。</p>
</div>

If I Could Buy Only 1 "Magnificent 7" Stock Over the Next Year, Alphabet Would Be It, but Here's the Key Reason

- “壮丽七侠” 原本是对长期投资者的警告，暗示市场泡沫风险。  
- 尽管谷歌母公司 Alphabet 在过去一年股价下跌 2%，但其估值相对便宜。  
- Alphabet 在人工智能领域具备强大优势，值得进一步研究。

如果我在未来一年只能购买一只 “壮丽七股” 股票，那就是 Alphabet，原因如下