<p>随着许多科技公司的股价最近飙升，仔细审视你考虑购买的任何股票是个好主意。毫无疑问，<strong>英伟达</strong>(NVDA 1.28%) 和 <strong>IonQ</strong>(IONQ -0.80%) 这两只股票在许多投资者的潜在购买清单上。</p>
<p>这些公司最近引起了很多关注，尤其是它们的股价在过去三年分别上涨了 930% 和 857%。因此，让我们更仔细地看看这些公司的情况，以确定哪一只在 2025 年 7 月初看起来更适合投资于人工智能。</p>
<h2>英伟达如何从人工智能热潮中受益</h2>
<p>英伟达在短短几年内迅速从一个大多数人未曾听闻的冷门科技公司，变成了最受欢迎的人工智能投资之一。这种兴趣的激增源于英伟达在设计用于人工智能数据中心的半导体方面的领先地位。</p>
<p>英伟达的处理器占据了约 70% 到 94% 的人工智能半导体市场，其受欢迎程度迅速推动了公司的销售和收益。英伟达的数据中心收入在最近一个季度激增 73%，达到 390 亿美元，每股收益上涨 27%，达到每股 0.76 美元。</p>
<p>关于未来几年半导体需求将会有多少增长，存在一些争论，尤其是在科技巨头们升级了旧服务器并建立了新的服务器以满足其人工智能需求之后，但这种潜在的放缓尚未到来。麦肯锡的研究估计，到 2040 年，半导体市场将增长到 2.4 万亿美元，而 2019 年约为 4500 亿美元。</p>
<p>凭借英伟达在半导体领域的领先地位，如果半导体需求保持，公司的前景良好。不过，投资者应该意识到，英伟达的股票并不便宜。过去几年股价的快速上涨意味着英伟达的市盈率约为 50，低于当前半导体公司的平均市盈率 64，但与 <strong>标准普尔 500</strong> 的平均市盈率 24 相比仍然显得昂贵。</p>
<h2>IonQ 处于人工智能的边缘</h2>
<p>IonQ 实际上并不是一家人工智能公司。它是一家量子计算公司，使用被困的线性链离子，具有达到 100 多个量子比特并产生远低于其他量子计算机的错误的潜力。</p>
<p>IonQ 与人工智能的轻微重叠在于，它在 <strong>亚马逊</strong> 的 AWS 和 <strong>微软</strong> 的 Azure 云计算平台上提供一些量子计算服务，使人工智能研究人员能够访问量子计算处理。此外，量子计算的未来发展可能会导致更智能的人工智能模型。</p>
<p>投资者一直在推高 IonQ 的股价，希望量子计算最终能成为一种变革性技术。但大多数实际应用——例如用于发现新药物或材料——尚未实现。甚至一些 heavily involved in developing their own quantum computers 的公司，如 <strong>Alphabet</strong> 的谷歌，也表示商业量子计算应用至少还需要五年。</p>
<p>尽管如此，量子计算市场预计到 2035 年将达到 2 万亿美元。这一巨大的机会助长了投资者对 IonQ 的乐观情绪，但也导致其股票极为昂贵。IonQ 的市销率高达惊人的 217，远高于市场平均水平甚至其他高飞的科技股。</p>
<h2>英伟达是更好的人工智能股票</h2>
<p>虽然英伟达的股价并不便宜，但它的价值远胜于 IonQ。英伟达在人工智能半导体市场的领先地位、强劲的收益和收入增长，以及继续挖掘庞大半导体市场的潜力，应该会使英伟达成为一个良好的长期投资。</p>
<p>考虑到英伟达比 IonQ 更专注于人工智能，英伟达无疑是这场对决中更好的人工智能股票。</p>

IONQ

英伟达

2 倍做多英伟达 ETF - GraniteShares

南方两倍做多英伟达

南方两倍做空英伟达

英伟达期权收益策略 ETF - YieldMax

1 倍做空英伟达 ETF - Direxion

2 倍做多 NVDA ETF - T-Rex

2 倍做空 NVDA ETF - T-Rex

半导体 3 倍做多 - Direxion

<p>英伟达和 IonQ 是人工智能领域的两只知名股票，英伟达在 AI 数据中心的半导体设计方面处于领先地位，占据了 70-94% 的市场份额。英伟达的收入激增 73%，达到 390 亿美元，而 IonQ 是一家量子计算公司，被视为未来在人工智能领域的潜在参与者，但目前缺乏实际应用。尽管估值较高，英伟达因其强劲的盈利能力和市场地位被认为是更好的投资，而 IonQ 的股票则被认为过于昂贵，市销率高达 217</p>

<p>With the share prices of so many tech companies surging lately, it's a good idea to turn a critical eye toward any stock you're considering buying. Two stocks that are no doubt on many investors' potential buying lists are <strong>Nvidia</strong>(NVDA 1.28%) and <strong>IonQ</strong>(IONQ -0.80%),</p>
<div class="lb-trans"><p>随着许多科技公司的股价最近飙升，仔细审视你考虑购买的任何股票是个好主意。毫无疑问，<strong>英伟达</strong>(NVDA 1.28%) 和 <strong>IonQ</strong>(IONQ -0.80%) 这两只股票在许多投资者的潜在购买清单上。</p>
</div><p>These companies have garnered lots of attention lately, especially as their share prices have risen 930% and 857% over the past three years, respectively. So, let's take a closer look at what's happening with these companies to determine which one looks like the better AI stock to own in early July, 2025.</p>
<div class="lb-trans"><p>这些公司最近引起了很多关注，尤其是它们的股价在过去三年分别上涨了 930% 和 857%。因此，让我们更仔细地看看这些公司的情况，以确定哪一只在 2025 年 7 月初看起来更适合投资于人工智能。</p>
</div><h2>How Nvidia benefits from the AI boom</h2>
<div class="lb-trans"><h2>英伟达如何从人工智能热潮中受益</h2>
</div><p>Nvidia quickly went from an obscure tech company that most people hadn't heard about to one of the most popular artificial intelligence investments in just a few years. The spike in interest has come from Nvidia's lead in designing semiconductors that are used in artificial intelligence data centers.</p>
<div class="lb-trans"><p>英伟达在短短几年内迅速从一个大多数人未曾听闻的冷门科技公司，变成了最受欢迎的人工智能投资之一。这种兴趣的激增源于英伟达在设计用于人工智能数据中心的半导体方面的领先地位。</p>
</div><p>Nvidia's processors account for about 70% to 94% of the AI semiconductor market, and their popularity has pushed the company's sales and earnings up quickly. Nvidia's data center revenue spiked 73% in the most recent quarter to $39 billion, and earnings per share rose 27% to $0.76 per share.</p>
<div class="lb-trans"><p>英伟达的处理器占据了约 70% 到 94% 的人工智能半导体市场，其受欢迎程度迅速推动了公司的销售和收益。英伟达的数据中心收入在最近一个季度激增 73%，达到 390 亿美元，每股收益上涨 27%，达到每股 0.76 美元。</p>
</div><p>There is some debate as to how much more semiconductor demand there will be in the coming years once tech giants have upgraded their old servers and built new ones to handle their AI needs, but that potential slowdown hasn't arrived yet. McKinsey research estimates that the semiconductor market will grow to $2.4 trillion by 2040, up from about $450 billion in 2019.</p>
<div class="lb-trans"><p>关于未来几年半导体需求将会有多少增长，存在一些争论，尤其是在科技巨头们升级了旧服务器并建立了新的服务器以满足其人工智能需求之后，但这种潜在的放缓尚未到来。麦肯锡的研究估计，到 2040 年，半导体市场将增长到 2.4 万亿美元，而 2019 年约为 4500 亿美元。</p>
</div><p>With Nvidia's semiconductor lead, the company is well-positioned to benefit if semiconductor demand remains. Still, one thing investors should be aware of is that Nvidia's stock isn't cheap. The rapid share price gains of the past few years mean that Nvidia's stock has a price-to-earnings ratio of about 50, which is below the current semiconductor company average of 64 but still pricey compared to the <strong>S&amp;P 500</strong>'s average of 24.</p>
<div class="lb-trans"><p>凭借英伟达在半导体领域的领先地位，如果半导体需求保持，公司的前景良好。不过，投资者应该意识到，英伟达的股票并不便宜。过去几年股价的快速上涨意味着英伟达的市盈率约为 50，低于当前半导体公司的平均市盈率 64，但与 <strong>标准普尔 500</strong> 的平均市盈率 24 相比仍然显得昂贵。</p>
</div><h2>IonQ is on the fringes of AI</h2>
<div class="lb-trans"><h2>IonQ 处于人工智能的边缘</h2>
</div><p>IonQ isn't actually an artificial intelligence company. It's a quantum computing company that uses trapped linear chain ions that have the potential to reach 100-plus qubits and produce far fewer errors than other quantum computers.</p>
<div class="lb-trans"><p>IonQ 实际上并不是一家人工智能公司。它是一家量子计算公司，使用被困的线性链离子，具有达到 100 多个量子比特并产生远低于其他量子计算机的错误的潜力。</p>
</div><p>Where IonQ overlaps slightly with AI is that it offers some of its quantum computing services on <strong>Amazon</strong>'s AWS and <strong>Microsoft</strong>'s Azure cloud computing platforms, giving AI researchers access to quantum computing processing. Additionally, future developments in quantum computing could result in smarter AI models.</p>
<div class="lb-trans"><p>IonQ 与人工智能的轻微重叠在于，它在 <strong>亚马逊</strong> 的 AWS 和 <strong>微软</strong> 的 Azure 云计算平台上提供一些量子计算服务，使人工智能研究人员能够访问量子计算处理。此外，量子计算的未来发展可能会导致更智能的人工智能模型。</p>
</div><p>Investors have been pushing up IonQ's share price, hoping that quantum computing will eventually become a transformational technology. But most real-world applications -- like using it to discover new drugs or materials -- haven't happened yet. And even some companies heavily involved in developing their own quantum computers, like <strong>Alphabet'</strong> s Google, have said commercial quantum computing applications are still at least five years away.</p>
<div class="lb-trans"><p>投资者一直在推高 IonQ 的股价，希望量子计算最终能成为一种变革性技术。但大多数实际应用——例如用于发现新药物或材料——尚未实现。甚至一些 heavily involved in developing their own quantum computers 的公司，如 <strong>Alphabet</strong> 的谷歌，也表示商业量子计算应用至少还需要五年。</p>
</div><p>Still, the quantum computing market will be worth an estimated $2 trillion by 2035. This massive opportunity has helped fuel investor optimism in IonQ, but it's also resulted in making its stock extremely expensive. IonQ's price-to-sales ratio is an astonishingly high 217, far above the market's average or even other high-flying tech stocks.</p>
<div class="lb-trans"><p>尽管如此，量子计算市场预计到 2035 年将达到 2 万亿美元。这一巨大的机会助长了投资者对 IonQ 的乐观情绪，但也导致其股票极为昂贵。IonQ 的市销率高达惊人的 217，远高于市场平均水平甚至其他高飞的科技股。</p>
</div><h2>Nvidia is the better AI stock</h2>
<div class="lb-trans"><h2>英伟达是更好的人工智能股票</h2>
</div><p>While Nvidia's share price isn't cheap, it's a far better value than IonQ's. Nvidia's lead in the artificial intelligence semiconductor market, its strong earnings and revenue growth, and its potential to continue tapping into the vast semiconductor market should continue to make Nvidia a good long-term investment.</p>
<div class="lb-trans"><p>虽然英伟达的股价并不便宜，但它的价值远胜于 IonQ。英伟达在人工智能半导体市场的领先地位、强劲的收益和收入增长，以及继续挖掘庞大半导体市场的潜力，应该会使英伟达成为一个良好的长期投资。</p>
</div><p>And considering that it's more focused on AI than IonQ, Nvidia is easily the better artificial intelligence stock in this match-up.</p>
<div class="lb-trans"><p>考虑到英伟达比 IonQ 更专注于人工智能，英伟达无疑是这场对决中更好的人工智能股票。</p>
</div>

Better Artificial Intelligence Stock: IonQ vs. Nvidia

- Nvidia 和 IonQ 的股价在过去三年分别上涨了 930% 和 857%。
- Nvidia 在人工智能半导体市场占据 70% 至 94% 的份额，数据中心收入增长 73%。
- IonQ 是量子计算公司，股价高昂，未来应用尚未成熟。

哪只人工智能股票更好：IonQ 还是 NVIDIA