<p>投资者不能错过当前人工智能（AI）领域的机会。根据普华永道的预测，AI 的增长预计最终将为全球经济增加超过 15 万亿美元。投资于提供云计算服务和 AI 芯片的科技公司是从这一机会中获利的绝佳方式。</p>
<p>以下是两只值得考虑现在购买的 AI 股票。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQ0OTYvYWktY29tcHV0ZXItY2hpcC5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="393" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQ0OTYvYWktY29tcHV0ZXItY2hpcC5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. Alphabet（谷歌）</h2>
<p>云计算目前是一个热门市场，因为公司将数据迁移到云平台，以利用 AI 服务。<strong>Alphabet</strong>（GOOG -0.53%）（GOOGL -0.56%）的谷歌云正在吸收这一需求。随着投资者开始认识到谷歌在 AI 军备竞赛中是一个沉睡的巨人，股票在今年飙升至新高。</p>
<p>谷歌云在 Alphabet 的业务中占比不大。但它是公司增长最快的业务，第二季度的收入同比增长 32%。重要的是，这一强劲增长开始推动利润上升，谷歌云的营业利润同比增长超过一倍，达到 28 亿美元。</p>
<p>谷歌云的增长才刚刚开始。公司必须采用 AI，否则将在竞争日益激烈的环境中落后，而这一技术正在加速创新的速度。由于大多数企业数据仍存储在本地服务器上，谷歌云在未来几年有很大的增长空间。</p>
<p>谷歌云已经是 AI 初创公司的首选平台，但它也在与大型企业达成交易。谷歌的竞争优势基于其专有的 AI 模型（Gemini）和由其定制设计的张量处理单元（TPU）驱动的计算系统。这些系统经过优化，适用于 AI 推理，即计算机模型学习从新数据中进行预测，而无需人工输入。AI 推理市场预计将远大于 AI 训练，这推动了过去几年 AI 的增长。</p>
<p>谷歌已经拥有全球最有价值的品牌之一，数十亿人每天使用搜索和其他服务。它将 AI 整合到消费者和企业服务中，预计将在未来 10 年为投资者带来丰厚的回报。</p>
<h2>2. 台积电</h2>
<p>如果 <strong>台积电</strong>（TSM -1.46%）明天消失，全球经济可能会崩溃。它是最大的芯片制造商，领先优势明显。它为几家领先的半导体公司制造芯片。台积电的客户使用这些芯片来驱动几乎所有使经济运转的设备：智能手机、汽车、计算机、数据中心和消费电子产品。</p>
<p>台积电在芯片供应链中处于如此主导的地位，以至于令人感到害怕。中台之间的地缘政治紧张局势构成风险，但台积电也在全球范围内多元化其制造基地。它正在美国、欧洲和其他地方建设新设施。</p>
<p>台积电之所以在芯片制造中排名第一，是因为它拥有比竞争对手更好的专业知识、更大的生产能力和更先进的芯片制造设备。它与依赖台积电制造高性能计算所需的最先进芯片的客户建立了良好的关系。</p>
<p>在第二季度，先进芯片（即 7 纳米及以下的芯片）占其收入的近四分之三。过去一年，它的收入为 1060 亿美元，净收入为 450 亿美元。这是一个 43% 的卓越利润率。</p>
<p>管理层预计 2025 年的收入将增长 30%，这表明对 AI 芯片的需求激增。预计到 2029 年，AI 芯片的需求将以超过 40% 的年增长率增长。</p>
<p>截至 2025 年，股票上涨了 36%，如果不出现股市崩盘，预计在 2026 年及未来许多年将达到新高。对半导体的需求没有减缓，使得台积电的股票成为一只值得购买和持有的股票。</p>

台积电

谷歌-A

谷歌-C

半导体 3 倍做多 - Direxion

<p>投资者被鼓励抓住蓬勃发展的人工智能（AI）行业的机会，预计该行业将为全球经济增加超过 15 万亿美元。推荐的两只股票是 Alphabet，受益于其快速增长的 Google Cloud 服务，年收入增长 32%；以及台积电，作为领先的芯片制造商，利润率达到 43%，预计到 2025 年收入增长 30%。这两家公司在不断扩大的 AI 市场中都处于良好的发展位置</p>

<p>Investors can't afford to miss the opportunity going on in artificial intelligence (AI) right now. AI growth is expected to eventually add over $15 trillion to the global economy, according to PwC. Investing in the tech firms that supply cloud computing services and AI chips is a great way to profit from this opportunity.</p>
<div class="lb-trans"><p>投资者不能错过当前人工智能（AI）领域的机会。根据普华永道的预测，AI 的增长预计最终将为全球经济增加超过 15 万亿美元。投资于提供云计算服务和 AI 芯片的科技公司是从这一机会中获利的绝佳方式。</p>
</div><p>Here are two no-brainer AI stocks to consider buying now.</p>
<div class="lb-trans"><p>以下是两只值得考虑现在购买的 AI 股票。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQ0OTYvYWktY29tcHV0ZXItY2hpcC5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F834496%2Fai-computer-chip.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 (Google)</h2>
<div class="lb-trans"><h2>1. Alphabet（谷歌）</h2>
</div><p>Cloud computing is a hot market right now, as companies move data over to cloud platforms to take advantage of AI services. <strong>Alphabet</strong>'s (GOOG -0.53%)(GOOGL -0.56%) Google Cloud is soaking this demand up. The stock surged to new highs this year as investors started to recognize Google as a sleeping giant in the AI arms race.</p>
<div class="lb-trans"><p>云计算目前是一个热门市场，因为公司将数据迁移到云平台，以利用 AI 服务。<strong>Alphabet</strong>（GOOG -0.53%）（GOOGL -0.56%）的谷歌云正在吸收这一需求。随着投资者开始认识到谷歌在 AI 军备竞赛中是一个沉睡的巨人，股票在今年飙升至新高。</p>
</div><p>Google Cloud makes up a small part of Alphabet's business. But it's the company's fastest-growing business, with revenue up 32% year over year in the second quarter. Importantly, this strong growth is starting to pull profits up, with Google Cloud's operating profit more than doubling year over year to $2.8 billion for the quarter.</p>
<div class="lb-trans"><p>谷歌云在 Alphabet 的业务中占比不大。但它是公司增长最快的业务，第二季度的收入同比增长 32%。重要的是，这一强劲增长开始推动利润上升，谷歌云的营业利润同比增长超过一倍，达到 28 亿美元。</p>
</div><p>Google Cloud's growth is just getting warmed up. Companies must adopt AI or risk falling behind in an increasingly competitive landscape where this technology is accelerating the rate of innovation. With most enterprise data still stored on on-premise servers, Google Cloud has a lot of room to grow in the years to come.</p>
<div class="lb-trans"><p>谷歌云的增长才刚刚开始。公司必须采用 AI，否则将在竞争日益激烈的环境中落后，而这一技术正在加速创新的速度。由于大多数企业数据仍存储在本地服务器上，谷歌云在未来几年有很大的增长空间。</p>
</div><p>Google Cloud is already a preferred platform for AI startups, but it's also winning deals with large enterprises. Google's competitive advantage is based on its proprietary AI models (Gemini) and computing systems powered by its custom-designed Tensor Processing Units (TPUs). These systems are optimized for AI inference, where computer models learn to make forecasts from new data without human input. The AI inference market is expected to be much larger than AI training, which has driven much of the growth in AI over the past few years.</p>
<div class="lb-trans"><p>谷歌云已经是 AI 初创公司的首选平台，但它也在与大型企业达成交易。谷歌的竞争优势基于其专有的 AI 模型（Gemini）和由其定制设计的张量处理单元（TPU）驱动的计算系统。这些系统经过优化，适用于 AI 推理，即计算机模型学习从新数据中进行预测，而无需人工输入。AI 推理市场预计将远大于 AI 训练，这推动了过去几年 AI 的增长。</p>
</div><p>Google already has one of the most valuable brands in the world, based on billions of people who use Search and other services every day. Its integration of AI into both its consumer and enterprise services should yield excellent returns for investors over the next 10 years.</p>
<div class="lb-trans"><p>谷歌已经拥有全球最有价值的品牌之一，数十亿人每天使用搜索和其他服务。它将 AI 整合到消费者和企业服务中，预计将在未来 10 年为投资者带来丰厚的回报。</p>
</div><h2>2. Taiwan Semiconductor Manufacturing</h2>
<div class="lb-trans"><h2>2. 台积电</h2>
</div><p>If <strong>Taiwan Semiconductor Manufacturing</strong>(TSM -1.46%) disappeared tomorrow, the global economy would likely collapse. It's the largest chip manufacturer by a wide margin. It makes chips for several of the leading semiconductor companies. TSMC's customers use these chips to power just about everything that makes the economy function: smartphones, cars, computers, data centers, and consumer electronics.</p>
<div class="lb-trans"><p>如果 <strong>台积电</strong>（TSM -1.46%）明天消失，全球经济可能会崩溃。它是最大的芯片制造商，领先优势明显。它为几家领先的半导体公司制造芯片。台积电的客户使用这些芯片来驱动几乎所有使经济运转的设备：智能手机、汽车、计算机、数据中心和消费电子产品。</p>
</div><p>TSMC is in such a dominant position in the chip supply chain that it's kind of frightening. Geopolitical tensions between China and Taiwan pose a risk, but TSMC is also in the process of diversifying its manufacturing base across the world. It is building new facilities in the U.S., Europe, and elsewhere.</p>
<div class="lb-trans"><p>台积电在芯片供应链中处于如此主导的地位，以至于令人感到害怕。中台之间的地缘政治紧张局势构成风险，但台积电也在全球范围内多元化其制造基地。它正在美国、欧洲和其他地方建设新设施。</p>
</div><p>TSMC is No. 1 in chip making because it has better expertise, a large manufacturing capacity, and superior chip-making equipment than competitors. It has great relationships with customers that depend on TSMC to manufacture the most advanced chips for high-performance computing.</p>
<div class="lb-trans"><p>台积电之所以在芯片制造中排名第一，是因为它拥有比竞争对手更好的专业知识、更大的生产能力和更先进的芯片制造设备。它与依赖台积电制造高性能计算所需的最先进芯片的客户建立了良好的关系。</p>
</div><p>Advanced chips, or those that are 7-nanometer and below, made up nearly three-quarters of its revenue in Q2. It generated $45 billion in net income on $106 billion of revenue over the last year. That's a stellar profit margin of 43%.</p>
<div class="lb-trans"><p>在第二季度，先进芯片（即 7 纳米及以下的芯片）占其收入的近四分之三。过去一年，它的收入为 1060 亿美元，净收入为 450 亿美元。这是一个 43% 的卓越利润率。</p>
</div><p>Management expects 2025 revenue to be up 30%, indicating surging demand for AI chips. It expects demand for AI chips to grow at over 40% annually through 2029.</p>
<div class="lb-trans"><p>管理层预计 2025 年的收入将增长 30%，这表明对 AI 芯片的需求激增。预计到 2029 年，AI 芯片的需求将以超过 40% 的年增长率增长。</p>
</div><p>The stock is up 36% so far in 2025, and excluding a meltdown in the stock market, it should hit new highs in 2026 and for many more years. Demand for semiconductors is not slowing down, making Taiwan Semiconductor stock a no-brainer stock to buy and hold.</p>
<div class="lb-trans"><p>截至 2025 年，股票上涨了 36%，如果不出现股市崩盘，预计在 2026 年及未来许多年将达到新高。对半导体的需求没有减缓，使得台积电的股票成为一只值得购买和持有的股票。</p>
</div>

2 No-Brainer AI Stocks to Buy Right Now

- 人工智能预计将为全球经济增加超过 15 万亿美元。  
- 谷歌云和台积电是值得投资的 AI 股票，前者增长迅速，后者在芯片制造中占据主导地位。  
- 台积电预计 AI 芯片需求将以每年超过 40% 的速度增长。  

两只值得立即购买的 AI 股票