<p>寻找便宜的人工智能（AI）股票并不容易。市场上有许多被高估和过度炒作的 AI 股票，很容易被这些投资所吸引。然而，尽管长期前景良好，仍然有很多我认为被低估的股票。</p>
<p>对我来说，有三个股票符合这个分类，分别是 <strong>Alphabet</strong>(GOOG 0.54%)(GOOGL 0.46%)、<strong>台积电</strong>(TSM -0.88%) 和 <strong>The Trade Desk</strong>(TTD 2.66%)。现在这些股票看起来都是极好的买入机会，我预计到 2030 年它们的股价会大幅上涨，部分原因是被低估。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg5MDgvcGVyc29uLWJ1eWluZy1hLXN0b2NrLXdoaWxlLXVzaW5nLWEtY29tcHV0ZXItYW5kLWEtdGFibGV0LmpwZyZ3PTcwMA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg5MDgvcGVyc29uLWJ1eWluZy1hLXN0b2NrLXdoaWxlLXVzaW5nLWEtY29tcHV0ZXItYW5kLWEtdGFibGV0LmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>Alphabet</h2>
<p>Alphabet 是谷歌及其他多个品牌的母公司。然而，其谷歌搜索引擎带来了大部分收入，但也受到审查。许多投资者担心生成式 AI 模型会取代谷歌搜索，这将对 Alphabet 构成巨大的阻力。</p>
<p>因此，市场给了 Alphabet 一个便宜的股价。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/a6559dd84493cd3c8dfdc4fb8fa1d8c5.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="720" height="441" original-src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/a6559dd84493cd3c8dfdc4fb8fa1d8c5.png"/></p>
<p>GOOGL 市盈率（前瞻性）数据来自 YCharts</p>
<p>尽管最近几个月有强劲的复苏，Alphabet 的股价仍然低于 <strong>标准普尔 500 指数</strong>（^GSPC -0.29%），后者的前瞻性市盈率为 23.7 倍。</p>
<p>然而，我认为这种折扣是不合理的。谷歌搜索已经整合了 AI 搜索概述，以实现 AI 与传统体验的混合。谷歌搜索在第二季度也实现了强劲的收入增长，同比增长 12%。</p>
<p>我认为尽管竞争加剧，谷歌仍将保持领先地位，长期的业绩将推动 Alphabet 在未来五年内成为一只赢家股票。</p>
<h2>台积电</h2>
<p>台积电是 AI 军备竞赛的巨大受益者。它是一家芯片代工厂，为许多顶级 AI 公司生产芯片。因此，它从数据中心资本支出的增加中赚取了大量资金。管理层预计其强劲的增长将持续多年，并预测与 AI 相关的收入将在未来五年（从 2025 年开始）以 45% 的复合年增长率（CAGR）增长，而整体收入将以近 20% 的 CAGR 增长。</p>
<p>考虑到整体市场通常以约 10% 的年增长率上升，这将表明其增长将超越市场。然而，台积电的股票估值与整体市场大致相同，前瞻性市盈率为 25 倍。</p>
<p>虽然从技术上讲，这比市场更贵，但对于台积电的预期增长来说，这是一小部分溢价。因此，现在看起来是一个极好的买入机会。</p>
<h2>The Trade Desk</h2>
<p>The Trade Desk 运营一个作为广告市场的软件平台。它在平台的需求方运营，专为希望宣传其产品和服务的公司量身定制。</p>
<p>它有一个基于 AI 的产品 Kokai，正在将客户迁移到该产品上，尽管在此过程中遇到了一些问题。这导致增长略有放缓，短期前景也有所减弱。加上关税对一些公司的影响，The Trade Desk 并未完全发挥其潜力，市场因此惩罚了它，股价在财报发布后从近期高点下跌了约 40%。</p>
<p>然而，这里仍然存在巨大的长期投资机会，投资者不应忽视这一显而易见的机会。数字广告市场持续增长，而 The Trade Desk 是进入这一领域的主要方式之一，超越了控制特定网站的公司。The Trade Desk 在未来五年内可以带来爆炸性的回报，今天以折扣价购买股票是一个聪明的举动。</p>

台积电

谷歌-A

谷歌-C

半导体 3 倍做多 - Direxion

<p>三只被低估的人工智能股票，具有强劲的长期前景，分别是：谷歌-A、台积电和 The Trade Desk。尽管对生成式人工智能存在担忧，谷歌-A 仍显示出强劲的收入增长，并且其估值低于标准普尔 500 指数。台积电受益于人工智能军备竞赛，预计将实现显著的收入增长。The Trade Desk 虽然面临短期挑战，但在不断增长的数字广告市场中具备长期获利的潜力。这三只股票都被认为是优秀的买入选择，预计到 2030 年将有显著的升值潜力</p>

<p>Finding bargain artificial intelligence (AI) stock isn't easy. There are many overvalued and overhyped AI stocks out there, and it's easy to get caught up in some of those investments. However, there are still plenty that I would consider undervalued, despite solid long-term prospects.</p>
<div class="lb-trans"><p>寻找便宜的人工智能（AI）股票并不容易。市场上有许多被高估和过度炒作的 AI 股票，很容易被这些投资所吸引。然而，尽管长期前景良好，仍然有很多我认为被低估的股票。</p>
</div><p>Three that fall into this classification for me are <strong>Alphabet</strong>(GOOG 0.54%)(GOOGL 0.46%), <strong>Taiwan Semiconductor</strong>(TSM -0.88%), and <strong>The Trade Desk</strong>(TTD 2.66%). All of these look like excellent buys now, and I'd expect each of their stocks to skyrocket by 2030, partly due to undervaluation.</p>
<div class="lb-trans"><p>对我来说，有三个股票符合这个分类，分别是 <strong>Alphabet</strong>(GOOG 0.54%)(GOOGL 0.46%)、<strong>台积电</strong>(TSM -0.88%) 和 <strong>The Trade Desk</strong>(TTD 2.66%)。现在这些股票看起来都是极好的买入机会，我预计到 2030 年它们的股价会大幅上涨，部分原因是被低估。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg5MDgvcGVyc29uLWJ1eWluZy1hLXN0b2NrLXdoaWxlLXVzaW5nLWEtY29tcHV0ZXItYW5kLWEtdGFibGV0LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F828908%2Fperson-buying-a-stock-while-using-a-computer-and-a-tablet.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>Alphabet</h2>
<div class="lb-trans"><h2>Alphabet</h2>
</div><p>Alphabet is the parent company of Google, among many other brands. However, its Google Search engine brings in the majority of the revenue, but it's also under scrutiny. Many investors are worried about generative AI models replacing Google Search, which would be a massive headwind for Alphabet.</p>
<div class="lb-trans"><p>Alphabet 是谷歌及其他多个品牌的母公司。然而，其谷歌搜索引擎带来了大部分收入，但也受到审查。许多投资者担心生成式 AI 模型会取代谷歌搜索，这将对 Alphabet 构成巨大的阻力。</p>
</div><p>As a result, the market has given Alphabet a cheap stock price.</p>
<div class="lb-trans"><p>因此，市场给了 Alphabet 一个便宜的股价。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/a6559dd84493cd3c8dfdc4fb8fa1d8c5.png" alt="" original-src="https://media.ycharts.com/charts/a6559dd84493cd3c8dfdc4fb8fa1d8c5.png"/></p>
<p>GOOGL PE Ratio (Forward) data by YCharts</p>
<div class="lb-trans"><p>GOOGL 市盈率（前瞻性）数据来自 YCharts</p>
</div><p>Although it has had a strong recovery in recent months, Alphabet is still cheaper than the <strong>S&amp;P 500</strong>(^GSPC -0.29%), which trades for 23.7 times forward earnings.</p>
<div class="lb-trans"><p>尽管最近几个月有强劲的复苏，Alphabet 的股价仍然低于 <strong>标准普尔 500 指数</strong>（^GSPC -0.29%），后者的前瞻性市盈率为 23.7 倍。</p>
</div><p>However, I think this discount is unwarranted. Google Search has already integrated AI search overviews as a way to make a hybrid AI and traditional experience. Google Search also delivered strong revenue growth in Q2, rising 12% year over year.</p>
<div class="lb-trans"><p>然而，我认为这种折扣是不合理的。谷歌搜索已经整合了 AI 搜索概述，以实现 AI 与传统体验的混合。谷歌搜索在第二季度也实现了强劲的收入增长，同比增长 12%。</p>
</div><p>I think Google will remain on top despite rising competition, and long-term results will help propel Alphabet to become a winning stock over the next five years.</p>
<div class="lb-trans"><p>我认为尽管竞争加剧，谷歌仍将保持领先地位，长期的业绩将推动 Alphabet 在未来五年内成为一只赢家股票。</p>
</div><h2>Taiwan Semiconductor</h2>
<div class="lb-trans"><h2>台积电</h2>
</div><p>Taiwan Semiconductor is a massive beneficiary of the AI arms race. It's a chip foundry that produces chips for many of the top AI companies. As a result, it's making a ton of money from increased data center capital expenditures. Management expects its strong growth to continue for many years, as it gave a projection that AI-related revenue would increase at a 45% compound annual growth rate (CAGR) over the next five years (starting in 2025) and overall revenue would increase at nearly a 20% CAGR.</p>
<div class="lb-trans"><p>台积电是 AI 军备竞赛的巨大受益者。它是一家芯片代工厂，为许多顶级 AI 公司生产芯片。因此，它从数据中心资本支出的增加中赚取了大量资金。管理层预计其强劲的增长将持续多年，并预测与 AI 相关的收入将在未来五年（从 2025 年开始）以 45% 的复合年增长率（CAGR）增长，而整体收入将以近 20% 的 CAGR 增长。</p>
</div><p>Considering that the overall market usually rises at around a 10% annual pace, this would indicate market-crushing growth. However, Taiwan Semiconductor's stock is valued at about the same level as the broader market, trading at 25 times forward earnings.</p>
<div class="lb-trans"><p>考虑到整体市场通常以约 10% 的年增长率上升，这将表明其增长将超越市场。然而，台积电的股票估值与整体市场大致相同，前瞻性市盈率为 25 倍。</p>
</div><p>While that's technically more expensive than the market, it's a small premium to pay for Taiwan Semi's projected growth. As a result, it looks like an excellent stock to buy now.</p>
<div class="lb-trans"><p>虽然从技术上讲，这比市场更贵，但对于台积电的预期增长来说，这是一小部分溢价。因此，现在看起来是一个极好的买入机会。</p>
</div><h2>The Trade Desk</h2>
<div class="lb-trans"><h2>The Trade Desk</h2>
</div><p>The Trade Desk operates a software platform that acts as an ad marketplace. It operates on the demand side of the platform, which is tailored to companies that want to advertise their products and services.</p>
<div class="lb-trans"><p>The Trade Desk 运营一个作为广告市场的软件平台。它在平台的需求方运营，专为希望宣传其产品和服务的公司量身定制。</p>
</div><p>It has an AI-based product, Kokai, that it's migrating customers to, although there have been a few snags along the way. This has caused growth to slow a bit and the near-term outlook to slow. Alongside the effects of tariffs on some companies, The Trade Desk isn't firing on all cylinders, and the market punished it for that, dropping the stock around 40% from its recent highs following earnings.</p>
<div class="lb-trans"><p>它有一个基于 AI 的产品 Kokai，正在将客户迁移到该产品上，尽管在此过程中遇到了一些问题。这导致增长略有放缓，短期前景也有所减弱。加上关税对一些公司的影响，The Trade Desk 并未完全发挥其潜力，市场因此惩罚了它，股价在财报发布后从近期高点下跌了约 40%。</p>
</div><p>However, there's still a massive long-term investment opportunity here, and investors shouldn't overlook this no-brainer. The digital advertising market continues to grow, and The Trade Desk is a major way to play this space outside of companies that control specific websites. The Trade Desk can deliver explosive returns over the next five years, and buying shares on sale today is a genius move.</p>
<div class="lb-trans"><p>然而，这里仍然存在巨大的长期投资机会，投资者不应忽视这一显而易见的机会。数字广告市场持续增长，而 The Trade Desk 是进入这一领域的主要方式之一，超越了控制特定网站的公司。The Trade Desk 在未来五年内可以带来爆炸性的回报，今天以折扣价购买股票是一个聪明的举动。</p>
</div>

3 Bargain Artificial Intelligence (AI) Stocks That Could Skyrocket By 2030

- 三只被认为被低估的人工智能股票是 Alphabet、台湾半导体和 The Trade Desk。  
- Alphabet 受市场低估，尽管其搜索引擎收入强劲增长。  
- 台湾半导体和 The Trade Desk 也展现出长期增长潜力，值得投资。  

3 只可能在 2030 年前飙升的廉价人工智能（AI）股票