<p>科技股，去年股市上涨的主要驱动力，几个月前似乎失去了积极的势头。总统唐纳德·特朗普宣布了进口关税计划，投资者担心这一举措会压制企业盈利和整体经济。然而，最近的贸易谈判和达成的协议——包括与中国的贸易协议——缓解了投资者的担忧，使科技股重新回到了上涨的轨道上。</p>
<p>根据一位备受关注的科技分析师的说法，这一趋势可能远未结束。Wedbush 的 Dan Ives 在接受彭博社采访时预测，科技股将在下半年表现强劲，称这是该行业的 “黄金时代”。他提到人工智能（AI）股票还有更大的上涨空间，甚至表示我们正处于 “人工智能派对的晚上 10 点，派对将持续到凌晨 4 点”。</p>
<p>基础设施建设仍在持续进行，此外，人工智能增长的新阶段刚刚开始或尚未到来，从广泛使用 AI 代理将 AI 应用于现实世界情况，到人形机器人发布。这就是为什么今天的人工智能市场估值约为 3000 亿美元，预计在 10 年内将超过 2 万亿美元。</p>
<p>在这种背景下，以下是现在可以购买的两只顶级人工智能股票，以便在这一故事发展时潜在受益于爆炸性增长。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjM4MzkvZ2V0dHlpbWFnZXMtMjA3ODkxNzEwOS0xMjAxeDcwNi1lMjFjNTQ3LTEuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="411" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjM4MzkvZ2V0dHlpbWFnZXMtMjA3ODkxNzEwOS0xMjAxeDcwNi1lMjFjNTQ3LTEuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. 英伟达</h2>
<p><strong>英伟达</strong>(NVDA 1.28%) 在过去几年中已成为人工智能巨头，这得益于其领先的人工智能芯片，即图形处理单元（GPU），以及其全面的人工智能工具和服务。该公司在人工智能的早期阶段发挥了关键作用，GPU 为模型的训练和推理提供了动力。这帮助英伟达的盈利大幅增长。按季度计算，收入和净利润均增长了两位数甚至三位数。</p>
<p>现在，英伟达也具备了陪伴客户完成人工智能冒险的能力。这家科技巨头推出了针对特定行业的企业软件、网络设备和人工智能系统。英伟达甚至参与了量子计算这一热门增长领域，最近宣布在波士顿建设一个专门的研究中心。</p>
<p>所有这些都预示着持续增长的良好前景，此外，英伟达正在采取重要举措以确保其长期领导地位：该公司专注于创新，承诺每年更新其 GPU。由于英伟达已经销售最高性能的 GPU，竞争对手将很难追赶上。</p>
<p>今天，英伟达的股票交易价格为未来收益预期的 36 倍，低于年初的 50 倍。现在这个价格合理，如果我们想象英伟达在未来几年的表现，甚至可以认为是非常便宜的。</p>
<h2>2. Palantir Technologies</h2>
<p><strong>Palantir Technologies</strong>(PLTR 1.62%) 去年飙升 340%，今年上半年上涨 80%——而且它在今年和长期内仍可能有进一步的上涨空间。这是因为其商业业务的增长故事可能还处于早期阶段，而美国政府对效率的关注可能会导致 Palantir 的政府业务持续稳健增长。</p>
<p>Palantir 销售的软件帮助客户聚合数据，并利用这些数据做出关键决策、提高效率或推进战略。该公司在两年前推出了一个人工智能驱动的系统，即人工智能平台（AIP），自那时以来，需求和收入大幅增长。</p>
<p>每个季度，Palantir 都报告其政府和商业业务的收入增长均为两位数，并成功平衡了增长与盈利。AIP 特别推动了商业业务的增长，客户从几年前的少数几家增长到今天的数百家。而 Palantir 的训练营培训课程帮助客户在数小时内看到 AIP 如何为他们工作，这为公司带来了重大交易。</p>
<p>一些投资者对以当前估值购买 Palantir 感到犹豫，其估值超过 200 倍的收益预期。但正如分析师 Dan Ives 所说，在看待某些科技股时，传统的估值指标往往忽视了几年后的故事。Palantir 的增长势头强劲，公司为客户提供了一种简单有效的方式将人工智能应用于他们的业务——这意味着这家人工智能巨头在下半年及以后可能会继续大幅上涨。</p>

PLTR

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>Wedbush 的 Dan Ives 预测科技股在下半年将表现强劲，特别是在人工智能领域，他形容这一领域正进入 “黄金时代”。他强调 Nvidia 和 Palantir Technologies 是值得购买的顶级人工智能股票。Nvidia 以其领先的人工智能芯片和对创新的承诺而闻名，而 Palantir 的人工智能驱动平台在政府和商业领域都推动了显著的增长。预计人工智能市场将在未来十年内从 3000 亿美元增长到超过 2 万亿美元，这表明该领域存在巨大的投资机会</p>

<p>Technology stocks, last year's big drivers of stock market gains, looked as if they were running out of that positive momentum just a few months ago. President Donald Trump announced plans for import tariffs, and investors worried that the move would crush corporate earnings and the general economy. But recent trade talks and deals reached -- including a trade agreement with China -- have eased investors' fears, allowing tech stocks to resume their upward path.</p>
<div class="lb-trans"><p>科技股，去年股市上涨的主要驱动力，几个月前似乎失去了积极的势头。总统唐纳德·特朗普宣布了进口关税计划，投资者担心这一举措会压制企业盈利和整体经济。然而，最近的贸易谈判和达成的协议——包括与中国的贸易协议——缓解了投资者的担忧，使科技股重新回到了上涨的轨道上。</p>
</div><p>And this trend may be far from over, according to one of the most watched tech analysts. Dan Ives of Wedbush, in an interview with Bloomberg, predicted a strong second half for technology stocks, calling this the &#34;golden age&#34; for the industry. He spoke of artificial intelligence (AI) stocks as having much more room to run and even said we're at &#34;10 p.m. in the AI party that goes to 4 a.m.&#34;</p>
<div class="lb-trans"><p>根据一位备受关注的科技分析师的说法，这一趋势可能远未结束。Wedbush 的 Dan Ives 在接受彭博社采访时预测，科技股将在下半年表现强劲，称这是该行业的 “黄金时代”。他提到人工智能（AI）股票还有更大的上涨空间，甚至表示我们正处于 “人工智能派对的晚上 10 点，派对将持续到凌晨 4 点”。</p>
</div><p>The infrastructure buildout remains ongoing, and on top of this, new phases of AI growth are just beginning or yet to come, from the widespread use of AI agents for applying AI to real-world situations to the launch of humanoid robots. This is why today's AI market, valued at about $300 billion, is forecast to surpass $2 trillion within 10 years.</p>
<div class="lb-trans"><p>基础设施建设仍在持续进行，此外，人工智能增长的新阶段刚刚开始或尚未到来，从广泛使用 AI 代理将 AI 应用于现实世界情况，到人形机器人发布。这就是为什么今天的人工智能市场估值约为 3000 亿美元，预计在 10 年内将超过 2 万亿美元。</p>
</div><p>Against this backdrop, here are two top AI stocks to buy now to potentially benefit from explosive growth as this story develops.</p>
<div class="lb-trans"><p>在这种背景下，以下是现在可以购买的两只顶级人工智能股票，以便在这一故事发展时潜在受益于爆炸性增长。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjM4MzkvZ2V0dHlpbWFnZXMtMjA3ODkxNzEwOS0xMjAxeDcwNi1lMjFjNTQ3LTEuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F823839%2Fgettyimages-2078917109-1201x706-e21c547-1.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>1. Nvidia</h2>
<div class="lb-trans"><h2>1. 英伟达</h2>
</div><p><strong>Nvidia</strong>(NVDA 1.28%) has become an AI behemoth over the past few years, thanks to both its leading AI chips, known as graphics processing units (GPUs), and its full selection of AI tools and services. The company has played a key role in the earliest stages of AI, with GPUs powering the training and inference of models. This has helped Nvidia's earnings roar higher. On a quarterly basis, revenue and net income have increased by double or even triple digits.</p>
<div class="lb-trans"><p><strong>英伟达</strong>(NVDA 1.28%) 在过去几年中已成为人工智能巨头，这得益于其领先的人工智能芯片，即图形处理单元（GPU），以及其全面的人工智能工具和服务。该公司在人工智能的早期阶段发挥了关键作用，GPU 为模型的训练和推理提供了动力。这帮助英伟达的盈利大幅增长。按季度计算，收入和净利润均增长了两位数甚至三位数。</p>
</div><p>Now, Nvidia also has what it takes to accompany customers through the rest of the AI adventure. The tech giant has rolled out enterprise software, networking equipment, and AI systems tailored to specific industries. Nvidia is even getting involved in the hot growth area of quantum computing, as it recently announced the construction of a specific research center in Boston.</p>
<div class="lb-trans"><p>现在，英伟达也具备了陪伴客户完成人工智能冒险的能力。这家科技巨头推出了针对特定行业的企业软件、网络设备和人工智能系统。英伟达甚至参与了量子计算这一热门增长领域，最近宣布在波士顿建设一个专门的研究中心。</p>
</div><p>All this bodes well for ongoing growth, and in addition to this, Nvidia is making an important move to ensure its leadership over time: The company has put the focus on innovation, committing to updating its GPUs annually. Since Nvidia already sells the highest-performance GPUs, it will be difficult for rivals to catch up.</p>
<div class="lb-trans"><p>所有这些都预示着持续增长的良好前景，此外，英伟达正在采取重要举措以确保其长期领导地位：该公司专注于创新，承诺每年更新其 GPU。由于英伟达已经销售最高性能的 GPU，竞争对手将很难追赶上。</p>
</div><p>Today, Nvidia shares trade for 36 times forward earnings estimates, down from 50 times earlier in the year. This is a reasonable price now and may even be considered dirt cheap if we imagine where Nvidia may be a few years down the road.</p>
<div class="lb-trans"><p>今天，英伟达的股票交易价格为未来收益预期的 36 倍，低于年初的 50 倍。现在这个价格合理，如果我们想象英伟达在未来几年的表现，甚至可以认为是非常便宜的。</p>
</div><h2>2. Palantir Technologies</h2>
<div class="lb-trans"><h2>2. Palantir Technologies</h2>
</div><p><strong>Palantir Technologies</strong>(PLTR 1.62%) soared 340% last year and climbed 80% in the first half of this year -- and it could still have further to go this year and over the long run. That's because the growth story of its commercial business may be in its early days, and the U.S. government's focus on efficiency could result in ongoing solid growth for Palantir's government business.</p>
<div class="lb-trans"><p><strong>Palantir Technologies</strong>(PLTR 1.62%) 去年飙升 340%，今年上半年上涨 80%——而且它在今年和长期内仍可能有进一步的上涨空间。这是因为其商业业务的增长故事可能还处于早期阶段，而美国政府对效率的关注可能会导致 Palantir 的政府业务持续稳健增长。</p>
</div><p>Palantir sells software that helps customers aggregate their data and use it to make key decisions, gain efficiency, or advance their strategies. The company launched an AI-powered system, its Artificial Intelligence Platform (AIP), two years ago, and since then, demand and revenue have roared higher.</p>
<div class="lb-trans"><p>Palantir 销售的软件帮助客户聚合数据，并利用这些数据做出关键决策、提高效率或推进战略。该公司在两年前推出了一个人工智能驱动的系统，即人工智能平台（AIP），自那时以来，需求和收入大幅增长。</p>
</div><p>Quarter after quarter, Palantir has reported double-digit revenue growth for both its government and commercial businesses and has successfully balanced growth and profitability. AIP has particularly supercharged the commercial business, with customers growing from a handful just a few years ago into the hundreds today. And Palantir's bootcamp training sessions, which help customers see how AIP can work for them in a matter of hours, have translated into major deals for the company.</p>
<div class="lb-trans"><p>每个季度，Palantir 都报告其政府和商业业务的收入增长均为两位数，并成功平衡了增长与盈利。AIP 特别推动了商业业务的增长，客户从几年前的少数几家增长到今天的数百家。而 Palantir 的训练营培训课程帮助客户在数小时内看到 AIP 如何为他们工作，这为公司带来了重大交易。</p>
</div><p>Some investors have balked at the idea of buying Palantir at its current valuation, which exceeds 200 times earnings estimates. But as analyst Dan Ives has said, when looking at certain tech stocks, traditional valuation metrics often overlook the story several years down the road. Palantir's growth is going strong, and the company offers customers an easy and efficacious way to apply AI to their businesses -- and that means this AI giant could continue to roar higher in the second half and beyond.</p>
<div class="lb-trans"><p>一些投资者对以当前估值购买 Palantir 感到犹豫，其估值超过 200 倍的收益预期。但正如分析师 Dan Ives 所说，在看待某些科技股时，传统的估值指标往往忽视了几年后的故事。Palantir 的增长势头强劲，公司为客户提供了一种简单有效的方式将人工智能应用于他们的业务——这意味着这家人工智能巨头在下半年及以后可能会继续大幅上涨。</p>
</div>

Dan Ives Predicts a Strong Second Half for Tech. 2 Top AI Stocks to Buy Now.

- 科技股在贸易协议达成后恢复上涨势头，分析师预测下半年强劲表现。  
- Nvidia 和 Palantir Technologies 是当前值得关注的 AI 股票，均展现出强劲增长潜力。  
- Nvidia 专注于创新，Palantir 则通过 AI 平台推动商业增长，前景乐观。  

丹·艾夫斯预测科技行业将在下半年表现强劲。现在值得购买的两只顶级 AI 股票