<p>颠覆并不是投资者的脏字。确实，一些公司可能会随着新技术的出现而逐渐消失。然而，另一些公司则会蓬勃发展，并让聪明的投资者在长期内赚取丰厚的利润。</p>
<p>我相信我们目前正处于两场巨大颠覆的早期阶段。人工智能（AI）有潜力以无数种方式改变我们的世界。量子计算可能会加速人工智能的进步，同时彻底改变金融、医疗、物流等领域。</p>
<p>尽管这些是不同的颠覆性技术，但你不必单独投资它们。以下是我认为现在购买以从人工智能和量子计算中获利的三只最佳股票。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkzMTkvYXJ0aWZpY2lhbC1pbnRlbGxpZ2VuY2UtaW52ZXN0aW5nLWFsZ29yaXRobXMuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="466" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkzMTkvYXJ0aWZpY2lhbC1pbnRlbGxpZ2VuY2UtaW52ZXN0aW5nLWFsZ29yaXRobXMuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. Alphabet</h2>
<p>谷歌母公司 <strong>Alphabet</strong>（GOOG 0.52%）（GOOGL 0.46%）多年来一直是人工智能的先锋。该公司在 ChatGPT 中开发了&#34;T&#34;（变换器）。回顾 2014 年收购 DeepMind，这一举措在当时是一个关键的转折点。如今，Google Gemini Pro 在全球最强大的大型语言模型（LLMs）中名列前茅。</p>
<p>Alphabet 有多种方式从人工智能中获利。得益于强大的人工智能推动，Google Cloud 是增长最快的主要云服务提供商。Google 搜索和 YouTube 利用人工智能来提升广告收入。Waymo 是自动驾驶叫车（机器人出租车）的领导者。</p>
<p>但该公司在量子计算方面也是一个主要参与者。Google Quantum AI（注意到这两种颠覆性技术都在该部门的名称中）已经取得了两个关键的量子计算里程碑。其 Sycamore 芯片在 2019 年实现了量子霸权（在相对较短的时间内解决一个问题，而最强大的经典计算机需要极长的时间）。该部门在 2023 年在量子错误纠正方面取得了巨大的进展（通过增加量子比特来减少错误）。</p>
<p>我认为 Alphabet 在人工智能和量子计算领域长期来看将是最大的赢家之一。但在我看来，这只股票并不是一个高风险的投资。该公司预计今年将产生接近 4000 亿美元的收入和超过 1000 亿美元的利润。</p>
<h2>2. Microsoft</h2>
<p><strong>Microsoft</strong>（MSFT -0.40%）可以说与 ChatGPT 创始人 OpenAI 的合作是商业历史上最好的交易之一。这个长期的科技巨头已经在其软件套件中整合了 OpenAI 的人工智能模型。</p>
<p>与 Alphabet 一样，Microsoft 也准备在组织构建和部署云中的人工智能应用时受益。其 Azure 是仅次于 <strong>Amazon</strong> Web Services（AWS）的第二大云服务平台。</p>
<p>同样，Microsoft 也在量子计算方面进行了大量投资。今年早些时候，该公司推出了其 Majorana 1 量子芯片，使用了一种称为拓扑导体的新材料。Microsoft 认为拓扑导体将为高度可扩展、强大的量子计算机铺平道路。</p>
<p>Microsoft 的技术专家 Chetan Nayak 认为，拓扑导体可能是&#34;量子时代的晶体管&#34;。如果他是对的，这家在 PC 软件市场占主导地位的公司也可能在量子计算市场中占据主导地位。</p>
<h2>3. Nvidia</h2>
<p>今天，哪家公司是人工智能领域最重要的参与者？有强有力的论据表明是 <strong>Nvidia</strong>（NVDA -0.85%）。该公司的图形处理单元（GPU）在为人工智能系统提供动力方面独树一帜。</p>
<p>Nvidia 的客户包括 Alphabet 和 Microsoft，这两家公司在其云平台中广泛使用其 GPU。尽管竞争对手们拼命想要将 Nvidia 拉下马，但该公司快速开发新人工智能芯片的能力似乎将使其在未来几年继续保持领先地位。</p>
<p>然而，Nvidia 并没有开发量子计算机。投资 Nvidia 如何成为从人工智能和量子计算中获利的明智方式？该公司正试图通过其 NVIDIA 加速量子计算（NVAQC）研究中心，使其他公司更容易推进其量子计算工作。Nvidia 还将其 GPU 与量子芯片结合，采用混合量子 - 经典计算的方法。</p>
<p>在淘金热时期，提供镐和铲的供应商往往赚的钱比金矿工自己还多。Nvidia 正将自己定位为量子计算时代的镐和铲投资。</p>

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>这篇文章讨论了三只可以投资以从人工智能和量子计算的变革中获利的顶级股票。1. Alphabet（GOOG, GOOGL）是人工智能和量子计算的领导者，具有显著的收入和利润预期。2. Microsoft（MSFT）整合了 OpenAI 的模型，并正在通过其 Majorana 1 芯片投资量子技术。3. Nvidia（NVDA）在人工智能领域占据主导地位，其 GPU 推动了量子计算的进步，并通过其研究中心促进相关发展。这些公司有望从这两项技术的增长中受益</p>

<p>Disruption isn't a dirty word for investors. Sure, some companies can fade away as their businesses are rendered obsolete by new technologies. However, others flourish and make smart investors a lot of money over time.</p>
<div class="lb-trans"><p>颠覆并不是投资者的脏字。确实，一些公司可能会随着新技术的出现而逐渐消失。然而，另一些公司则会蓬勃发展，并让聪明的投资者在长期内赚取丰厚的利润。</p>
</div><p>I believe we're currently in the early stages of two massive disruptions. Artificial intelligence (AI) holds the potential to transform our world in too many ways to count. Quantum computing could accelerate AI advances while also revolutionizing finance, healthcare, logistics, and more.</p>
<div class="lb-trans"><p>我相信我们目前正处于两场巨大颠覆的早期阶段。人工智能（AI）有潜力以无数种方式改变我们的世界。量子计算可能会加速人工智能的进步，同时彻底改变金融、医疗、物流等领域。</p>
</div><p>Although these are distinct disruptive technologies, you don't have to invest in them separately. Here are my picks for the three best stocks to buy now to profit from both AI and quantum computing.</p>
<div class="lb-trans"><p>尽管这些是不同的颠覆性技术，但你不必单独投资它们。以下是我认为现在购买以从人工智能和量子计算中获利的三只最佳股票。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkzMTkvYXJ0aWZpY2lhbC1pbnRlbGxpZ2VuY2UtaW52ZXN0aW5nLWFsZ29yaXRobXMuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F829319%2Fartificial-intelligence-investing-algorithms.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. Alphabet</h2>
<div class="lb-trans"><h2>1. Alphabet</h2>
</div><p>Google parent <strong>Alphabet</strong>(GOOG 0.52%)(GOOGL 0.46%) has been a pioneer in AI for years. The company developed the &#34;T&#34; (transformers) in ChatGPT. Its 2014 acquisition of DeepMind was, in retrospect, a pivotal move. Today, Google Gemini Pro ranks among the world's most powerful large language models (LLMs).</p>
<div class="lb-trans"><p>谷歌母公司 <strong>Alphabet</strong>（GOOG 0.52%）（GOOGL 0.46%）多年来一直是人工智能的先锋。该公司在 ChatGPT 中开发了&#34;T&#34;（变换器）。回顾 2014 年收购 DeepMind，这一举措在当时是一个关键的转折点。如今，Google Gemini Pro 在全球最强大的大型语言模型（LLMs）中名列前茅。</p>
</div><p>Alphabet has multiple ways to profit from AI. Google Cloud is the fastest-growing major cloud services provider thanks to a massive AI tailwind. Google Search and YouTube use AI to boost ad revenue. Waymo is a leader in autonomous ride-hailing (robotaxis).</p>
<div class="lb-trans"><p>Alphabet 有多种方式从人工智能中获利。得益于强大的人工智能推动，Google Cloud 是增长最快的主要云服务提供商。Google 搜索和 YouTube 利用人工智能来提升广告收入。Waymo 是自动驾驶叫车（机器人出租车）的领导者。</p>
</div><p>But the company is also a major player in quantum computing. Google Quantum AI (note that both disruptive technologies are in the unit's name) has already notched two key quantum computing milestones. Its Sycamore chip achieved quantum supremacy (solving a problem in relatively short order that would take the most powerful classical computer an exceptionally long time) in 2019. The unit made a giant leap in quantum error correction (reducing errors by increasing the cubits) in 2023.</p>
<div class="lb-trans"><p>但该公司在量子计算方面也是一个主要参与者。Google Quantum AI（注意到这两种颠覆性技术都在该部门的名称中）已经取得了两个关键的量子计算里程碑。其 Sycamore 芯片在 2019 年实现了量子霸权（在相对较短的时间内解决一个问题，而最强大的经典计算机需要极长的时间）。该部门在 2023 年在量子错误纠正方面取得了巨大的进展（通过增加量子比特来减少错误）。</p>
</div><p>I think it's a good bet that Alphabet will be one of the biggest winners in both AI and quantum computing over the long run. But this stock isn't a highly risky bet, in my view. The company is on track to generate close to $400 billion in revenue and more than $100 billion in profits this year.</p>
<div class="lb-trans"><p>我认为 Alphabet 在人工智能和量子计算领域长期来看将是最大的赢家之一。但在我看来，这只股票并不是一个高风险的投资。该公司预计今年将产生接近 4000 亿美元的收入和超过 1000 亿美元的利润。</p>
</div><h2>2. Microsoft</h2>
<div class="lb-trans"><h2>2. Microsoft</h2>
</div><p><strong>Microsoft</strong>(MSFT -0.40%) arguably struck one of the best deals in business history by partnering with ChatGPT creator OpenAI back in 2022. The longtime technology giant has integrated OpenAI's AI models throughout its software suite.</p>
<div class="lb-trans"><p><strong>Microsoft</strong>（MSFT -0.40%）可以说与 ChatGPT 创始人 OpenAI 的合作是商业历史上最好的交易之一。这个长期的科技巨头已经在其软件套件中整合了 OpenAI 的人工智能模型。</p>
</div><p>Like Alphabet, Microsoft is poised to benefit as organizations build and deploy AI applications in the cloud. Its Azure is the second-largest cloud services platform, behind only <strong>Amazon</strong> Web Services (AWS).</p>
<div class="lb-trans"><p>与 Alphabet 一样，Microsoft 也准备在组织构建和部署云中的人工智能应用时受益。其 Azure 是仅次于 <strong>Amazon</strong> Web Services（AWS）的第二大云服务平台。</p>
</div><p>Also like Alphabet, Microsoft is investing heavily in quantum computing. Earlier this year, the company introduced its Majorana 1 quantum chip, which uses a new type of material called a topoconductor. Microsoft thinks that topoconductors will pave the way for highly scalable, powerful quantum computers.</p>
<div class="lb-trans"><p>同样，Microsoft 也在量子计算方面进行了大量投资。今年早些时候，该公司推出了其 Majorana 1 量子芯片，使用了一种称为拓扑导体的新材料。Microsoft 认为拓扑导体将为高度可扩展、强大的量子计算机铺平道路。</p>
</div><p>Microsoft technical fellow Chetan Nayak believes that topoconductors might be the &#34;transistor for the quantum age.&#34; If he's right, the company that dominated the PC software market could also dominate the quantum computing market.</p>
<div class="lb-trans"><p>Microsoft 的技术专家 Chetan Nayak 认为，拓扑导体可能是&#34;量子时代的晶体管&#34;。如果他是对的，这家在 PC 软件市场占主导地位的公司也可能在量子计算市场中占据主导地位。</p>
</div><h2>3. Nvidia</h2>
<div class="lb-trans"><h2>3. Nvidia</h2>
</div><p>Which company is the most essential player in AI today? There's a strong argument that it's <strong>Nvidia</strong>(NVDA -0.85%). The company's graphics processing units (GPUs) remain in a league of their own in powering AI systems.</p>
<div class="lb-trans"><p>今天，哪家公司是人工智能领域最重要的参与者？有强有力的论据表明是 <strong>Nvidia</strong>（NVDA -0.85%）。该公司的图形处理单元（GPU）在为人工智能系统提供动力方面独树一帜。</p>
</div><p>Nvidia's customers include Alphabet and Microsoft, both of which use its GPUs extensively in their cloud platforms. And while rivals are trying desperately to knock Nvidia off its perch, the company's fast-paced development of new AI chips seems likely to keep it on top for years to come.</p>
<div class="lb-trans"><p>Nvidia 的客户包括 Alphabet 和 Microsoft，这两家公司在其云平台中广泛使用其 GPU。尽管竞争对手们拼命想要将 Nvidia 拉下马，但该公司快速开发新人工智能芯片的能力似乎将使其在未来几年继续保持领先地位。</p>
</div><p>However, Nvidia isn't developing quantum computers. How is investing in it a smart way to profit from both AI and quantum computing? The company is trying to make it easier for others to advance their quantum computing efforts through its NVIDIA Accelerated Quantum Computing (NVAQC) Research Center. Nvidia is also pairing its GPUs with quantum chips for a hybrid quantum-classical computing approach.</p>
<div class="lb-trans"><p>然而，Nvidia 并没有开发量子计算机。投资 Nvidia 如何成为从人工智能和量子计算中获利的明智方式？该公司正试图通过其 NVIDIA 加速量子计算（NVAQC）研究中心，使其他公司更容易推进其量子计算工作。Nvidia 还将其 GPU 与量子芯片结合，采用混合量子 - 经典计算的方法。</p>
</div><p>Back in the gold rush days, the providers of picks and shovels often made more money than the gold miners themselves. Nvidia is positioning itself to be the pick-and-shovel investment of the quantum computing era.</p>
<div class="lb-trans"><p>在淘金热时期，提供镐和铲的供应商往往赚的钱比金矿工自己还多。Nvidia 正将自己定位为量子计算时代的镐和铲投资。</p>
</div>

Double the Disruption: The 3 Best Stocks to Buy Now to Profit From Both AI and Quantum Computing

- 投资者对颠覆性技术持积极态度，AI 和量子计算是当前的两大趋势。  
- Alphabet、Microsoft 和 Nvidia 是受益于这两项技术的最佳股票选择。  
- 这些公司在 AI 和量子计算领域的投资将推动其长期增长。  

双重颠覆：现在购买的三只最佳股票，以从人工智能和量子计算中获利