<p>如果你有 1000 美元闲置准备投入市场，现在是个不错的时机开始投资。尽管市场仍在新高附近徘徊，但许多股票在 2025 年剩余时间和 2026 年仍有潜力进一步上涨。</p>
<p>我目前关注的三只股票是 <strong>Alphabet</strong>(GOOG 2.47%)(GOOGL 2.39%)、<strong>台积电</strong>(TSM 1.50%) 和 <strong>The Trade Desk</strong>(TTD 0.89%)。这些股票都具有很高的价值，是投资 1000 美元的明智选择。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzEzOTMvcGVyc29uLWFuYWx5aXppbmctZmluYW5jaWFsLWRhdGEtb24tbXVsdGlwbGUtc2NyZWVucy5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzEzOTMvcGVyc29uLWFuYWx5aXppbmctZmluYW5jaWFsLWRhdGEtb24tbXVsdGlwbGUtc2NyZWVucy5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>Alphabet</h2>
<p>Alphabet 最近在反垄断案件中获得了法官的有利裁决，使其避免了可能严重损害业务的拆分。这导致股票在第二天上涨了 9%，因此在此之后推荐购买 Alphabet 股票可能会让人感到奇怪。然而，与同行相比，该股票仍然严重低估，并且有望在未来五年内表现出色。</p>
<p>围绕 Alphabet 股票的最大担忧是它在人工智能军备竞赛中的表现。起初，Alphabet 落后于竞争对手，但随后赶上了，其生成式人工智能模型 Gemini 在业内名列前茅。它也是使用最广泛的，因为它已被集成到 Google 搜索中，以在每个搜索结果的顶部提供人工智能驱动的摘要。</p>
<p>这一创新将使 Google 继续成为访问互联网的主要方式，但市场并不这样看待。他们仍然认为 Alphabet 将受到严重干扰，尽管这一点尚未显现。在第二季度，Google 搜索的收入增长了 12%，这并不是一个衰退业务的迹象。总体而言，Alphabet 的收入增长了 14%，稀释后每股收益（EPS）增长了 22%。</p>
<p>尽管如此，Alphabet 的股票仍以 23 倍的前瞻性市盈率交易。考虑到大多数 Alphabet 的大型科技同行的市盈率在 20 多到 30 多之间，这为上涨留出了很大的空间，使得 Alphabet 成为现在购买的好股票。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/96946baf0e85660ce66473430916822d.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/96946baf0e85660ce66473430916822d.png"/></p>
<p>GOOGL 前瞻性市盈率数据来源于 YCharts</p>
<h2>台积电</h2>
<p>台积电是人工智能数据中心大量投资的重要受益者。<strong>Nvidia</strong> 是这些设施的主要计算能力提供商，尽管 <strong>Advanced Micro Devices</strong> 和 <strong>Broadcom</strong> 的定制人工智能加速器也越来越受欢迎。</p>
<p>无论使用谁的产品，几乎所有进入这些设备的芯片都是由台积电制造的。台积电不需要选择人工智能军备竞赛的赢家或确定使用哪种计算设备。由于台积电是全球领先的芯片制造公司，它将为任何竞争对手使用的大多数设备提供动力。</p>
<p>这是一个非常好的位置，台积电的增长也显现出显著的效果。在第二季度，其收入按照美元计算同比增长了 44%。对于第三季度，公司预计增长率约为 38%。考虑到台积电的规模，这是一项巨大的增长；然而，市场仍然没有给予其股票很高的估值，前瞻性市盈率为 24。</p>
<p>台积电是一只很好的股票，适合投资以抓住人工智能军备竞赛的机会，我相信它从这里有巨大的上涨空间。</p>
<h2>The Trade Desk</h2>
<p>The Trade Desk 的轨迹与 Alphabet 或台积电不同。虽然前两家公司表现良好，但 The Trade Desk 却没有。这个广告技术公司正在将其用户基础迁移到一个新的以人工智能为中心的平台，而这一迁移并不顺利。这导致 The Trade Desk 错失了一些收入，并使管理层预计第三季度的增长率为 14%，这是除受 COVID-19 影响的一个季度外的最低水平。</p>
<p>因此，该股票从历史高点下跌超过 60%。然而，我仍然认为 The Trade Desk 有强劲的投资案例。</p>
<p>影响这一年同比增长比较差的一个因素是 2024 年第三季度是一个强劲的季度，主要受到政治广告支出的推动。The Trade Desk 今年没有经历同样的增长，这对其增长预测产生了负面影响。此外，The Trade Desk 在连接电视领域是一个巨头，该领域仍在快速扩张。这将为 The Trade Desk 提供长期的顺风，帮助其在未来达到新的高度。</p>
<p>目前，The Trade Desk 的前瞻性市盈率为 29 倍，考虑到其增长率和预期市场机会，这个价格相当便宜。The Trade Desk 可能会成为 2026 年的顶级反转故事，我认为现在以低价购买股票对投资者来说是一个很好的选择。</p>

台积电

半导体 3 倍做多 - Direxion

<p>这篇文章讨论了三个值得考虑投资 1000 美元的股票：Alphabet、台积电和 The Trade Desk。尽管最近有所上涨，Alphabet 仍被视为被低估，拥有强劲的收入增长和有前景的人工智能模型。台积电受益于人工智能投资，显示出显著的收入增长。尽管面临挑战，The Trade Desk 在连接电视领域的长期增长潜力依然可期。总体而言，这些股票为寻求抓住市场机会的投资者提供了潜在的投资机会</p>

<p>If you've got $1,000 sitting aside to deploy in the market, now is as good a time as any to get started. While the market continues to hover around new all-time highs, numerous stocks remain with potential to move even higher throughout the remainder of 2025 and into 2026.</p>
<div class="lb-trans"><p>如果你有 1000 美元闲置准备投入市场，现在是个不错的时机开始投资。尽管市场仍在新高附近徘徊，但许多股票在 2025 年剩余时间和 2026 年仍有潜力进一步上涨。</p>
</div><p>Three that I've got my eye on right now are <strong>Alphabet</strong>(GOOG 2.47%)(GOOGL 2.39%), <strong>Taiwan Semiconductor Manufacturing</strong>(TSM 1.50%), and <strong>The Trade Desk</strong>(TTD 0.89%). All of these are great values and are smart places to invest $1,000.</p>
<div class="lb-trans"><p>我目前关注的三只股票是 <strong>Alphabet</strong>(GOOG 2.47%)(GOOGL 2.39%)、<strong>台积电</strong>(TSM 1.50%) 和 <strong>The Trade Desk</strong>(TTD 0.89%)。这些股票都具有很高的价值，是投资 1000 美元的明智选择。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzEzOTMvcGVyc29uLWFuYWx5aXppbmctZmluYW5jaWFsLWRhdGEtb24tbXVsdGlwbGUtc2NyZWVucy5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F831393%2Fperson-analyizing-financial-data-on-multiple-screens.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 recently received a favorable ruling from a judge regarding its antitrust case, allowing it to avoid a breakup that would have severely harmed the business. This caused the stock to jump 9% the following day, so it may feel odd to recommend buying Alphabet shares after that jump. However, the stock remains severely undervalued compared to its peers and is poised for a dominant five-year run.</p>
<div class="lb-trans"><p>Alphabet 最近在反垄断案件中获得了法官的有利裁决，使其避免了可能严重损害业务的拆分。这导致股票在第二天上涨了 9%，因此在此之后推荐购买 Alphabet 股票可能会让人感到奇怪。然而，与同行相比，该股票仍然严重低估，并且有望在未来五年内表现出色。</p>
</div><p>The largest remaining fear surrounding Alphabet's stock is how it will fare in the AI arms race. At the beginning, Alphabet fell behind, but it has since caught up, and its generative AI model, Gemini, ranks among the best. It's also by far the most used, as it has been integrated into Google Search to provide AI-powered summaries at the top of each search result.</p>
<div class="lb-trans"><p>围绕 Alphabet 股票的最大担忧是它在人工智能军备竞赛中的表现。起初，Alphabet 落后于竞争对手，但随后赶上了，其生成式人工智能模型 Gemini 在业内名列前茅。它也是使用最广泛的，因为它已被集成到 Google 搜索中，以在每个搜索结果的顶部提供人工智能驱动的摘要。</p>
</div><p>This innovation will enable Google to remain the primary way to access the internet, yet the market doesn't view it this way. They still believe Alphabet will be severely disrupted, even though this hasn't surfaced yet. In Q2, Google Search's revenue rose by 12%, which isn't a sign of a dying business. Overall, Alphabet's revenue rose by 14% and diluted earnings per share (EPS) increased by 22%.</p>
<div class="lb-trans"><p>这一创新将使 Google 继续成为访问互联网的主要方式，但市场并不这样看待。他们仍然认为 Alphabet 将受到严重干扰，尽管这一点尚未显现。在第二季度，Google 搜索的收入增长了 12%，这并不是一个衰退业务的迹象。总体而言，Alphabet 的收入增长了 14%，稀释后每股收益（EPS）增长了 22%。</p>
</div><p>Despite this strength, Alphabet's stock still trades at an attractive valuation of 23 times forward earnings. Considering that most of Alphabet's big-tech peers trade in the high 20s to low 30s range, this leaves plenty of room for upside, making Alphabet a great stock to buy now.</p>
<div class="lb-trans"><p>尽管如此，Alphabet 的股票仍以 23 倍的前瞻性市盈率交易。考虑到大多数 Alphabet 的大型科技同行的市盈率在 20 多到 30 多之间，这为上涨留出了很大的空间，使得 Alphabet 成为现在购买的好股票。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/96946baf0e85660ce66473430916822d.png" alt="" original-src="https://media.ycharts.com/charts/96946baf0e85660ce66473430916822d.png"/></p>
<p>GOOGL PE Ratio (Forward) data by YCharts</p>
<div class="lb-trans"><p>GOOGL 前瞻性市盈率数据来源于 YCharts</p>
</div><h2>Taiwan Semiconductor</h2>
<div class="lb-trans"><h2>台积电</h2>
</div><p>Taiwan Semiconductor is a significant beneficiary of the substantial investment in AI data centers. <strong>Nvidia</strong> is the primary provider of computing power in these facilities although <strong>Advanced Micro Devices</strong> and <strong>Broadcom</strong>'s custom AI accelerators are also rising in popularity.</p>
<div class="lb-trans"><p>台积电是人工智能数据中心大量投资的重要受益者。<strong>Nvidia</strong> 是这些设施的主要计算能力提供商，尽管 <strong>Advanced Micro Devices</strong> 和 <strong>Broadcom</strong> 的定制人工智能加速器也越来越受欢迎。</p>
</div><p>Regardless of whose products are used, almost all of the chips that go into these devices are made by Taiwan Semiconductor. TSMC doesn't need to pick the winner of the AI arms race or determine which computing equipment to use. Since Taiwan Semi is the world's leading chip fabrication company, it will power the majority of these devices used by any competitor.</p>
<div class="lb-trans"><p>无论使用谁的产品，几乎所有进入这些设备的芯片都是由台积电制造的。台积电不需要选择人工智能军备竞赛的赢家或确定使用哪种计算设备。由于台积电是全球领先的芯片制造公司，它将为任何竞争对手使用的大多数设备提供动力。</p>
</div><p>This is an excellent place to be in, and the growth has shown up in a big way for TSMC. During Q2, its revenue rose by 44% year over year in U.S. dollars. For Q3, the company expects that growth rate to be about 38%. That's massive growth considering Taiwan Semiconductor's size; yet, the market still doesn't value its stock that highly, with a forward P/E of 24.</p>
<div class="lb-trans"><p>这是一个非常好的位置，台积电的增长也显现出显著的效果。在第二季度，其收入按照美元计算同比增长了 44%。对于第三季度，公司预计增长率约为 38%。考虑到台积电的规模，这是一项巨大的增长；然而，市场仍然没有给予其股票很高的估值，前瞻性市盈率为 24。</p>
</div><p>Taiwan Semiconductor is a great stock to buy and hold for capitalizing on the AI arms race, and I believe it has immense upside from here.</p>
<div class="lb-trans"><p>台积电是一只很好的股票，适合投资以抓住人工智能军备竞赛的机会，我相信它从这里有巨大的上涨空间。</p>
</div><h2>The Trade Desk</h2>
<div class="lb-trans"><h2>The Trade Desk</h2>
</div><p>The Trade Desk is on a different trajectory than Alphabet or Taiwan Semiconductor. While the previous businesses have been succeeding, The Trade Desk has not. The ad tech player is migrating its user base to a new, AI-centric platform, and that migration has not gone smoothly. This has caused The Trade Desk to miss out on some revenue, and led management to guide for a Q3 growth rate of 14%, its lowest ever outside of one quarter affected by COVID-19.</p>
<div class="lb-trans"><p>The Trade Desk 的轨迹与 Alphabet 或台积电不同。虽然前两家公司表现良好，但 The Trade Desk 却没有。这个广告技术公司正在将其用户基础迁移到一个新的以人工智能为中心的平台，而这一迁移并不顺利。这导致 The Trade Desk 错失了一些收入，并使管理层预计第三季度的增长率为 14%，这是除受 COVID-19 影响的一个季度外的最低水平。</p>
</div><p>As a result, the stock is down over 60% from its all-time high. However, I still think there's a strong investment case for The Trade Desk.</p>
<div class="lb-trans"><p>因此，该股票从历史高点下跌超过 60%。然而，我仍然认为 The Trade Desk 有强劲的投资案例。</p>
</div><p>One factor influencing this poor year-over-year growth comparison is that Q3 2024 was a strong quarter, driven by heavy political ad spending. The Trade Desk is not experiencing the same boost this year, which is negatively affecting its growth projections. Furthermore, The Trade Desk is a huge player in the connected TV space, which is still rapidly expanding. This will be a long-term tailwind for The Trade Desk and help propel it to new heights in the future.</p>
<div class="lb-trans"><p>影响这一年同比增长比较差的一个因素是 2024 年第三季度是一个强劲的季度，主要受到政治广告支出的推动。The Trade Desk 今年没有经历同样的增长，这对其增长预测产生了负面影响。此外，The Trade Desk 在连接电视领域是一个巨头，该领域仍在快速扩张。这将为 The Trade Desk 提供长期的顺风，帮助其在未来达到新的高度。</p>
</div><p>Currently, The Trade Desk trades at 29 times forward earnings, which is quite inexpensive considering its growth rate and projected market opportunity. The Trade Desk could be a top turnaround story in 2026, and I think scooping up shares at a low price right now is a great move for investors.</p>
<div class="lb-trans"><p>目前，The Trade Desk 的前瞻性市盈率为 29 倍，考虑到其增长率和预期市场机会，这个价格相当便宜。The Trade Desk 可能会成为 2026 年的顶级反转故事，我认为现在以低价购买股票对投资者来说是一个很好的选择。</p>
</div>

The Best Stocks to Invest $1,000 in Right Now

- 投资 $1,000 的时机已到，市场仍有潜力股可选。  
- 推荐的股票包括 Alphabet、台湾半导体和 The Trade Desk。  
- Alphabet 和台湾半导体在 AI 领域受益，The Trade Desk 预计将迎来反弹。

目前值得投资 1000 美元的最佳股票