<p>市场最近表现相当不错，如果你有现金在一旁，你可能会对回报感到有些失望，因为如果这些资金被投资，回报可能会更高。然而，我相信现在仍然有几个值得把握的有前景的机会。</p>
<p>如果你有 50,000 美元准备投资（或者任何金额），我认为这些是目前市场上最具价值的股票之一。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkyNDAvcGVyc29uLWJ1eWluZy1hLXN0b2NrLXdoaWxlLXVzaW5nLWEtY29tcHV0ZXItYW5kLWEtdGFibGV0LmpwZyZ3PTcwMA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkyNDAvcGVyc29uLWJ1eWluZy1hLXN0b2NrLXdoaWxlLXVzaW5nLWEtY29tcHV0ZXItYW5kLWEtdGFibGV0LmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>Alphabet</h2>
<p><strong>Alphabet</strong>(GOOG 0.56%)(GOOGL 0.63%) 是全球最具主导地位的公司之一，得益于其 Google 生态系统。然而，许多投资者担心 Google 可能会失去对生成性人工智能的市场份额。虽然这是一个合理的担忧，但现实是生成性人工智能已经存在多年，而 Google 搜索仍然是市场的绝对领导者。此外，Google 已经将 AI 搜索概述整合到其搜索引擎中，结合了生成性人工智能和传统搜索体验。</p>
<p>管理层指出，这已成为一个极受欢迎的功能，并且可以以与传统搜索相同的速度进行货币化。这一切都构成了一个投资论点，即 Google 搜索将在长期内保持稳定，其最近的业绩也支持这一点。在第二季度，Google 搜索的收入同比增长了 12%。此外，得益于对 AI 的强劲需求，Google Cloud 的收入增长了 32%。</p>
<p>尽管 Alphabet 在第二季度表现出色，但其股票的交易价格仍显著低于市场水平，仅以 21 倍的预期市盈率进行购买。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/0b7953b361180e148286a07630b13a75.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/0b7953b361180e148286a07630b13a75.png"/></p>
<p>GOOGL 市盈率（预期）数据来源于 YCharts</p>
<p>Alphabet 是目前股市中最大的便宜货之一，投资者应该考虑在其折扣价位大量购买股票。</p>
<h2>The Trade Desk</h2>
<p>继续关注那些从广告中产生大量收入的公司，<strong>The Trade Desk</strong>(TTD -1.23%)。这家公司运营着一个独立的数字广告平台，经历了起伏不定的一年。</p>
<p>它正在努力将客户基础转向其新的 AI 驱动平台，而这一过渡过程并不顺利。这导致 The Trade Desk 在去年第四季度首次未能达到管理层的指导预期。管理层还预测 2025 年第三季度的增长疲软，预计仅有 14% 的增长。</p>
<p>这是该公司在公开市场历史上除一个受 COVID-19 影响的季度外，增长率最低的一次。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/b78e81acd23c90d9ef24d26f621abff6.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/b78e81acd23c90d9ef24d26f621abff6.png"/></p>
<p>TTD 收入（季度同比增长）数据来源于 YCharts</p>
<p>因此，投资者感到恐慌，股票被大量抛售。该股从高点下跌超过 60%，但投资者忽视了几个关键因素。首先，2024 年第三季度的政治支出激增，这对 The Trade Desk 的增长率造成了人为的阻力。如果没有这一点，The Trade Desk 的增长将会更大。另一个因素是我们仍处于连接电视的早期阶段，这对 The Trade Desk 的长期增长投资至关重要。</p>
<p>目前 The Trade Desk 的交易市盈率为 29 倍，是一个极好的增长股票，值得在其历史低位时购买。</p>
<h2>MercadoLibre</h2>
<p>另一个较不为人知的公司是 <strong>MercadoLibre</strong>(MELI 0.08%)，它是拉丁美洲的电子商务领导者。MercadoLibre 年复一年地实现了出色的增长，其最新的业绩也不例外。</p>
<p>在第二季度，商业收入增长了 45%，而金融科技收入在货币中性基础上飙升了 63%。货币波动一直是拉丁美洲的重大挑战，因此在调整这些波动后看到强劲增长对投资者来说至关重要。</p>
<p>尽管持续强劲增长，MercadoLibre 的交易估值仍处于其估值范围的低端，这一水平在过去十年中大部分时间都保持不变。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/743679cd00f6042d516910e9493cbcf0.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/743679cd00f6042d516910e9493cbcf0.png"/></p>
<p>MELI 市销率数据来源于 YCharts</p>
<p>以五倍的销售额计算，其估值几乎是 2010 年至 2020 年期间的一半，如果能够回到那个更高的估值水平，将为股东带来巨大的收益。即使没有回到那个水平，其在拉丁美洲的商业和金融科技平台仍有显著的增长潜力，使其成为一个值得购买和持有的优秀股票。</p>

谷歌-A

谷歌-C

1 倍做空谷歌 ETF - Direxion

2 倍做多谷歌 ETF - Direxion

<p>本文讨论了目前投资 50,000 美元的最佳股票，重点介绍了三家公司：谷歌-A、The Trade Desk 和 MercadoLibre。尽管对生成性人工智能存在担忧，谷歌-A 依然是一个强劲的投资选择，第二季度收入增长了 12%。尽管最近面临挑战，The Trade Desk 被视为一个以折扣价交易的增长机会。MercadoLibre 在拉丁美洲展现出令人印象深刻的增长，商业收入增长了 45%，并且相较于其历史区间被低估。总体而言，这些股票提供了有前景的投资机会</p>

<p>The market has been on quite a run lately, and if you have cash on the sidelines, you may have been somewhat disappointed in the returns compared to what they could have been if the money were invested. However, I believe there are still several promising opportunities available that are worth taking advantage of right now.</p>
<div class="lb-trans"><p>市场最近表现相当不错，如果你有现金在一旁，你可能会对回报感到有些失望，因为如果这些资金被投资，回报可能会更高。然而，我相信现在仍然有几个值得把握的有前景的机会。</p>
</div><p>If you have $50,000 ready to invest (or any dollar amount, for that matter), I think these are among the best values on the market right now.</p>
<div class="lb-trans"><p>如果你有 50,000 美元准备投资（或者任何金额），我认为这些是目前市场上最具价值的股票之一。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkyNDAvcGVyc29uLWJ1eWluZy1hLXN0b2NrLXdoaWxlLXVzaW5nLWEtY29tcHV0ZXItYW5kLWEtdGFibGV0LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F829240%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><strong>Alphabet</strong>(GOOG 0.56%)(GOOGL 0.63%) is one of the world's most dominant companies, thanks to its Google ecosystem. However, many investors are concerned that Google may lose market share to generative AI. While that's a valid concern, the reality is that generative AI has been around for several years, and Google Search is still the market leader by far. Furthermore, Google has integrated AI search overviews into its search engine, merging generative AI and a traditional search experience.</p>
<div class="lb-trans"><p><strong>Alphabet</strong>(GOOG 0.56%)(GOOGL 0.63%) 是全球最具主导地位的公司之一，得益于其 Google 生态系统。然而，许多投资者担心 Google 可能会失去对生成性人工智能的市场份额。虽然这是一个合理的担忧，但现实是生成性人工智能已经存在多年，而 Google 搜索仍然是市场的绝对领导者。此外，Google 已经将 AI 搜索概述整合到其搜索引擎中，结合了生成性人工智能和传统搜索体验。</p>
</div><p>Management noted that this has become an incredibly popular feature, and it can be monetized at the same rate as traditional searches. This all adds up to an investment thesis that Google Search will remain stable over the long term, and its recent results support that. In Q2, Google Search's revenue rose 12% year over year. It was also boosted by strong growth from Google Cloud, which increased revenue by 32% due to robust demand for AI.</p>
<div class="lb-trans"><p>管理层指出，这已成为一个极受欢迎的功能，并且可以以与传统搜索相同的速度进行货币化。这一切都构成了一个投资论点，即 Google 搜索将在长期内保持稳定，其最近的业绩也支持这一点。在第二季度，Google 搜索的收入同比增长了 12%。此外，得益于对 AI 的强劲需求，Google Cloud 的收入增长了 32%。</p>
</div><p>Despite Alphabet's Q2 success, the stock trades at a significant discount to the market and can be purchased at just 21 times forward earnings.</p>
<div class="lb-trans"><p>尽管 Alphabet 在第二季度表现出色，但其股票的交易价格仍显著低于市场水平，仅以 21 倍的预期市盈率进行购买。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/0b7953b361180e148286a07630b13a75.png" alt="" original-src="https://media.ycharts.com/charts/0b7953b361180e148286a07630b13a75.png"/></p>
<p>GOOGL PE Ratio (Forward) data by YCharts</p>
<div class="lb-trans"><p>GOOGL 市盈率（预期）数据来源于 YCharts</p>
</div><p>Alphabet is one of the biggest bargains in the stock market right now, and investors should consider loading up on shares while it's at a discount.</p>
<div class="lb-trans"><p>Alphabet 是目前股市中最大的便宜货之一，投资者应该考虑在其折扣价位大量购买股票。</p>
</div><h2>The Trade Desk</h2>
<div class="lb-trans"><h2>The Trade Desk</h2>
</div><p>Sticking with companies that generate a significant amount of revenue from advertising, <strong>The Trade Desk</strong>(TTD -1.23%). The company, which runs an independent digital ad platform, has had an up-and-down year.</p>
<div class="lb-trans"><p>继续关注那些从广告中产生大量收入的公司，<strong>The Trade Desk</strong>(TTD -1.23%)。这家公司运营着一个独立的数字广告平台，经历了起伏不定的一年。</p>
</div><p>It's working on converting its client base to its new AI-driven platform, and the transition has been far from smooth. This caused The Trade Desk to miss management's guidance for the first time as a public company in last year's fourth quarter. It also forecasts weak growth for Q3 2025, as management only expects 14% growth.</p>
<div class="lb-trans"><p>它正在努力将客户基础转向其新的 AI 驱动平台，而这一过渡过程并不顺利。这导致 The Trade Desk 在去年第四季度首次未能达到管理层的指导预期。管理层还预测 2025 年第三季度的增长疲软，预计仅有 14% 的增长。</p>
</div><p>That's the slowest growth rate in the company's history on the public markets outside of one COVID-19-influenced quarter.</p>
<div class="lb-trans"><p>这是该公司在公开市场历史上除一个受 COVID-19 影响的季度外，增长率最低的一次。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/b78e81acd23c90d9ef24d26f621abff6.png" alt="" original-src="https://media.ycharts.com/charts/b78e81acd23c90d9ef24d26f621abff6.png"/></p>
<p>TTD Revenue (Quarterly YoY Growth) data by YCharts</p>
<div class="lb-trans"><p>TTD 收入（季度同比增长）数据来源于 YCharts</p>
</div><p>As a result, investors panicked and heavily sold off shares. The stock is down over 60% from its highs, but investors are ignoring several key factors. First, Q3 2024 saw heavy political spending, which is acting as an artificial headwind for The Trade Desk's growth rate. Without this, The Trade Desk's growth would have been far greater. Another factor is that we're still in the early ages of connected TV, which is a huge part of The Trade Desk's investment in a long-term growth case.</p>
<div class="lb-trans"><p>因此，投资者感到恐慌，股票被大量抛售。该股从高点下跌超过 60%，但投资者忽视了几个关键因素。首先，2024 年第三季度的政治支出激增，这对 The Trade Desk 的增长率造成了人为的阻力。如果没有这一点，The Trade Desk 的增长将会更大。另一个因素是我们仍处于连接电视的早期阶段，这对 The Trade Desk 的长期增长投资至关重要。</p>
</div><p>With The Trade Desk trading for 29 times forward earnings, it's an excellent growth stock to scoop up now while it's trading at a huge discount to its historical levels.</p>
<div class="lb-trans"><p>目前 The Trade Desk 的交易市盈率为 29 倍，是一个极好的增长股票，值得在其历史低位时购买。</p>
</div><h2>MercadoLibre</h2>
<div class="lb-trans"><h2>MercadoLibre</h2>
</div><p>Another lesser-known company is <strong>MercadoLibre</strong>(MELI 0.08%), which is the e-commerce leader in Latin America. MercadoLibre has put up excellent growth year after year, and its latest results are no exception.</p>
<div class="lb-trans"><p>另一个较不为人知的公司是 <strong>MercadoLibre</strong>(MELI 0.08%)，它是拉丁美洲的电子商务领导者。MercadoLibre 年复一年地实现了出色的增长，其最新的业绩也不例外。</p>
</div><p>In the second quarter, commercial revenue grew 45% while fintech revenue soared 63% on a currency-neutral basis. Currency fluctuations have always been a significant challenge for Latin America, so seeing strong growth after adjusting for these fluctuations is key for investors.</p>
<div class="lb-trans"><p>在第二季度，商业收入增长了 45%，而金融科技收入在货币中性基础上飙升了 63%。货币波动一直是拉丁美洲的重大挑战，因此在调整这些波动后看到强劲增长对投资者来说至关重要。</p>
</div><p>Despite its persistent strong growth, MercadoLibre still trades at the lower end of its valuation range, where it has been for most of the past decade.</p>
<div class="lb-trans"><p>尽管持续强劲增长，MercadoLibre 的交易估值仍处于其估值范围的低端，这一水平在过去十年中大部分时间都保持不变。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/743679cd00f6042d516910e9493cbcf0.png" alt="" original-src="https://media.ycharts.com/charts/743679cd00f6042d516910e9493cbcf0.png"/></p>
<p>MELI PS Ratio data by YCharts</p>
<div class="lb-trans"><p>MELI 市销率数据来源于 YCharts</p>
</div><p>At five times sales, it's valued at nearly half of where it was from 2010 to 2020, and if it could return to that higher valuation threshold, it would result in monster gains for shareholders. Even if it doesn't, there's still significant growth potential remaining in its commerce and fintech platforms in Latin America, making it an excellent stock to buy and hold.</p>
<div class="lb-trans"><p>以五倍的销售额计算，其估值几乎是 2010 年至 2020 年期间的一半，如果能够回到那个更高的估值水平，将为股东带来巨大的收益。即使没有回到那个水平，其在拉丁美洲的商业和金融科技平台仍有显著的增长潜力，使其成为一个值得购买和持有的优秀股票。</p>
</div>

The Best Stocks to Invest $50,000 in Right Now

- 市场近期表现强劲，投资者可能对未投资现金感到失望。  
- 谷歌、The Trade Desk 和 MercadoLibre 是当前值得投资的优质股票。  
- 谷歌搜索和云服务持续增长，The Trade Desk 和 MercadoLibre 也展现出强劲的增长潜力。

当前投资 5 万美元的最佳股票选择