<p>科技繁荣推动 <strong>纳斯达克综合指数</strong> 年初至今上涨了 18%。在市场因关税担忧而在 3 月份大幅下跌后，这一反弹令人瞩目。但大型科技公司的最新财报清楚表明，人工智能（AI）的机会是巨大的。</p>
<p>以下公司正在通过其技术改变世界。如果你有额外的现金进行投资，这些股票是从 AI 繁荣中获利的绝佳选择。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQ2NzcvYWktY29tcHV0ZXItY2hpcC5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQ2NzcvYWktY29tcHV0ZXItY2hpcC5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. 英伟达</h2>
<p>将 <strong>英伟达</strong>(NVDA 0.35%) 列为首个考虑的股票是合适的，因为它制造了使 AI 成为可能的芯片。最强大的计算机和数据中心使用英伟达的图形处理单元（GPU）。其数据中心部门占其业务的大部分，最近一个季度同比增长了 56%。</p>
<p>英伟达将继续销售更多芯片。更先进的 AI 工作负载显然需要更多的计算能力。英伟达应该继续保持主导供应商地位，因为它持续保持着快速的创新步伐。这使得竞争对手很难赶超，这也是为什么英伟达在过去几十年里一直主导 GPU 市场的原因。</p>
<p>对于对英伟达竞争地位有任何疑虑的投资者，他们只需看看英伟达最近与 ChatGPT 制造商 OpenAI 达成的 1000 亿美元交易。这是历史上最大的 AI 基础设施项目，将使 OpenAI 能够加速其 AI 开发，以便随着时间的推移开发出更好的模型。</p>
<p>“没有其他合作伙伴能像英伟达这样以这种规模和速度做到这一点，” OpenAI 首席执行官山姆·阿尔特曼（Sam Altman）说。</p>
<p>英伟达还提供用于训练物理产品（包括机器人和自动驾驶汽车）的计算系统。这些都是正在形成的巨大产业，未来几十年可能会达到数万亿美元的规模。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQ2NzcvdGVzbGEtZ2lnYWZhY3RvcnkucG5nJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQ2NzcvdGVzbGEtZ2lnYWZhY3RvcnkucG5nJnc9NzAw"/></p>
<p>图片来源：特斯拉。</p>
<h2>2. 特斯拉</h2>
<p><strong>特斯拉</strong>(TSLA -4.29%) 的股票在近年来波动较大，但自 2022 年底以来已悄然上涨约 250%。随着投资者将注意力转向特斯拉的自动驾驶未来，股票开始上涨。过去几年，它在研发上投入了数十亿美元，准备扩大其机器人出租车车队，并最终推出其 Optimus 机器人，这将成为一个极具价值的产品。</p>
<p>尽管特斯拉在共享出行市场上起步较晚，但其基于视觉的 AI 方法涉及摄像头，将使其能够比使用更昂贵的激光雷达自动驾驶技术的竞争服务更快、更低成本地扩展。特斯拉每年已经能够以盈利的方式生产近 200 万辆汽车，这是一项重大优势。</p>
<p>特斯拉的低成本结构已经使其能够在德克萨斯州奥斯汀以具有竞争力的低价收取机器人出租车服务费用，而一旦 CyberCab 明年推出，这一优势将进一步扩大。CyberCab 的每一个细节都旨在降低成本，包括使用机器人在乘车之间清洁车内。</p>
<p>Ark Invest 的凯西·伍德（Cathie Wood）认为，到 2029 年，特斯拉的股票将值 2600 美元，这基于机器人出租车服务的预计利润率。然而，首席执行官埃隆·马斯克（Elon Musk）在过去几年中多次表示，其 Optimus 人形机器人将是公司随着时间推移最有价值的产品。马斯克设定了到 2030 年制造 100 万个 Optimus 机器人的目标。</p>
<p>马斯克最近购买了价值 10 亿美元的特斯拉股票，所有购买均在 372 美元至 396 美元之间的股价进行。内部人士出售股票的原因有很多，但购买股票只有一个原因。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQ2NzcvcGFsYW50aXItbG9nby5wbmcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQ2NzcvcGFsYW50aXItbG9nby5wbmcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>3. Palantir Technologies</h2>
<p>英伟达和特斯拉在芯片和物理 AI 方面已经覆盖了基础。<strong>Palantir</strong>(PLTR -0.23%) 无疑是 AI 市场中最好的软件投资。它为公司提供了深入的知识层面，以更好地理解其运营，并就如何增加收入和最大化利润做出决策。</p>
<p>Palantir 采用基于本体论的方法，将多个数据源整合在一起，以促成决定性行动。它在高度安全的环境中提供深度智能、速度和精确性，这也是美国政府信任 Palantir 处理敏感军事数据的原因。</p>
<p>许多投资者对购买该股票持谨慎态度，因为其估值较高，但 Palantir 的竞争优势中有一些无形的方面是估值指标无法衡量的。政府对 Palantir 处理敏感信息能力的深度信任是难以复制的。Palantir 还帮助公司节省了数百万的成本。一个为组织带来如此多价值的平台是很难估值的，尤其是因为许多公司尚未使用 Palantir。管理层预计下半年总收入将进一步加速，全年收入预计在 2024 年增长 44%。</p>
<p>一旦公司使用 Palantir，它就会深深嵌入其运营中。看到使用该平台带来切实成果的公司不会轻易放弃它。当然，Palantir 的成功将推动更多投资进入其 AI 平台，以便在长期内为客户提供更多价值。</p>
<p>即使 Palantir 为公司创造了巨大的价值，它也在为股东创造价值。该公司的自由现金流在过去三年中增长了 765%，达到 17 亿美元，使其成为一个非常有利可图的业务。Palantir 有潜力在长期内加入 “七大巨头”，成为世界上最有价值的公司之一。</p>

OpenAI

<p>本文讨论了投资 5 万美元的最佳股票，重点关注受益于人工智能热潮的公司。主要推荐包括英伟达（Nvidia），该公司在人工智能芯片生产方面处于领先地位，并与 OpenAI 达成了 1000 亿美元的交易；特斯拉（Tesla），该公司在自动驾驶汽车方面取得了进展，股票价格也大幅上涨；以及 Palantir Technologies，该公司以其帮助决策的人工智能软件而闻名，并受到美国政府的信任。这些公司有望在不断增长的人工智能市场中获利</p>

<p>The tech boom has driven the <strong>Nasdaq Composite</strong> up 18% year to date. It's been a remarkable turnaround after the market sold off in March over worries around tariffs and how that might slow the economy. But recent earnings reports from large tech firms make it clear that the artificial intelligence (AI) opportunity is substantial.</p>
<div class="lb-trans"><p>科技繁荣推动 <strong>纳斯达克综合指数</strong> 年初至今上涨了 18%。在市场因关税担忧而在 3 月份大幅下跌后，这一反弹令人瞩目。但大型科技公司的最新财报清楚表明，人工智能（AI）的机会是巨大的。</p>
</div><p>The following companies are changing the world with their technology. If you have extra cash to invest, these are excellent stocks to profit from the AI boom.</p>
<div class="lb-trans"><p>以下公司正在通过其技术改变世界。如果你有额外的现金进行投资，这些股票是从 AI 繁荣中获利的绝佳选择。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQ2NzcvYWktY29tcHV0ZXItY2hpcC5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F834677%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. Nvidia</h2>
<div class="lb-trans"><h2>1. 英伟达</h2>
</div><p>It's appropriate to list <strong>Nvidia</strong>(NVDA 0.35%) as the first stock to consider, since it makes the chips that make AI possible. The most powerful computers and data centers use Nvidia's graphics processing units (GPUs). Its data center segment makes up the bulk of its business, which grew 56% year over year in the most recent quarter.</p>
<div class="lb-trans"><p>将 <strong>英伟达</strong>(NVDA 0.35%) 列为首个考虑的股票是合适的，因为它制造了使 AI 成为可能的芯片。最强大的计算机和数据中心使用英伟达的图形处理单元（GPU）。其数据中心部门占其业务的大部分，最近一个季度同比增长了 56%。</p>
</div><p>Nvidia will continue to sell more chips. More advanced AI workloads simply require more computational power. Nvidia should remain the dominant supplier because it continues to maintain a breakneck pace of innovation. This makes it very difficult for competitors to jump ahead, and that's why Nvidia has led the GPU market for the past few decades.</p>
<div class="lb-trans"><p>英伟达将继续销售更多芯片。更先进的 AI 工作负载显然需要更多的计算能力。英伟达应该继续保持主导供应商地位，因为它持续保持着快速的创新步伐。这使得竞争对手很难赶超，这也是为什么英伟达在过去几十年里一直主导 GPU 市场的原因。</p>
</div><p>For investors who have any doubt about Nvidia's competitive position, all they need to do is look at the recent $100 billion deal Nvidia just made with ChatGPT maker OpenAI. This is the largest AI infrastructure project in history, which will enable OpenAI to accelerate its AI development to make even better models over time.</p>
<div class="lb-trans"><p>对于对英伟达竞争地位有任何疑虑的投资者，他们只需看看英伟达最近与 ChatGPT 制造商 OpenAI 达成的 1000 亿美元交易。这是历史上最大的 AI 基础设施项目，将使 OpenAI 能够加速其 AI 开发，以便随着时间的推移开发出更好的模型。</p>
</div><p>&#34;There's no partner but Nvidia that can do this at this kind of scale, at this kind of speed,&#34; OpenAI CEO Sam Altman said.</p>
<div class="lb-trans"><p>“没有其他合作伙伴能像英伟达这样以这种规模和速度做到这一点，” OpenAI 首席执行官山姆·阿尔特曼（Sam Altman）说。</p>
</div><p>Nvidia also offers computing systems for training AI for physical products, including robots and autonomous vehicles. These are massive industries in the making, potentially stretching into the trillions of dollars in the coming decades.</p>
<div class="lb-trans"><p>英伟达还提供用于训练物理产品（包括机器人和自动驾驶汽车）的计算系统。这些都是正在形成的巨大产业，未来几十年可能会达到数万亿美元的规模。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQ2NzcvdGVzbGEtZ2lnYWZhY3RvcnkucG5nJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F834677%2Ftesla-gigafactory.png&amp;op=resize&amp;w=700"/></p>
<p>Image source: Tesla.</p>
<div class="lb-trans"><p>图片来源：特斯拉。</p>
</div><h2>2. Tesla</h2>
<div class="lb-trans"><h2>2. 特斯拉</h2>
</div><p><strong>Tesla</strong>(TSLA -4.29%) stock has been volatile in recent years, but it has quietly risen about 250% since the end of 2022. The stock is starting to move higher as investors turn their attention to Tesla's autonomous future. It has spent billions in research and development for the past several years, preparing to scale its robotaxi fleet and eventually its Optimus robot, which promises to be an enormously valuable product.</p>
<div class="lb-trans"><p><strong>特斯拉</strong>(TSLA -4.29%) 的股票在近年来波动较大，但自 2022 年底以来已悄然上涨约 250%。随着投资者将注意力转向特斯拉的自动驾驶未来，股票开始上涨。过去几年，它在研发上投入了数十亿美元，准备扩大其机器人出租车车队，并最终推出其 Optimus 机器人，这将成为一个极具价值的产品。</p>
</div><p>While Tesla has been late to the party in the ridesharing market, its vision-based AI approach involving cameras will allow it to ramp very rapidly, and at lower costs, than competing services that are using more expensive LiDAR self-driving technology. Tesla can already produce close to 2 million cars per year at a profit, which is a major advantage.</p>
<div class="lb-trans"><p>尽管特斯拉在共享出行市场上起步较晚，但其基于视觉的 AI 方法涉及摄像头，将使其能够比使用更昂贵的激光雷达自动驾驶技术的竞争服务更快、更低成本地扩展。特斯拉每年已经能够以盈利的方式生产近 200 万辆汽车，这是一项重大优势。</p>
</div><p>Tesla's low cost structure is already allowing it to charge competitively low prices for its robotaxi service in Austin, Texas, and this advantage will widen once the CyberCab comes next year. Every detail of CyberCab has been designed to lower costs, including using robots to clean the inside of the car between rides.</p>
<div class="lb-trans"><p>特斯拉的低成本结构已经使其能够在德克萨斯州奥斯汀以具有竞争力的低价收取机器人出租车服务费用，而一旦 CyberCab 明年推出，这一优势将进一步扩大。CyberCab 的每一个细节都旨在降低成本，包括使用机器人在乘车之间清洁车内。</p>
</div><p>Ark Invest's Cathie Wood believes Tesla stock will be worth $2,600 by 2029, which is based on the projected profit margin from the robotaxi service. However, CEO Elon Musk has repeatedly said over the past few years that its Optimus humanoid robot will be the company's most valuable product over time. Musk has set a target of making 1 million Optimus robots by 2030.</p>
<div class="lb-trans"><p>Ark Invest 的凯西·伍德（Cathie Wood）认为，到 2029 年，特斯拉的股票将值 2600 美元，这基于机器人出租车服务的预计利润率。然而，首席执行官埃隆·马斯克（Elon Musk）在过去几年中多次表示，其 Optimus 人形机器人将是公司随着时间推移最有价值的产品。马斯克设定了到 2030 年制造 100 万个 Optimus 机器人的目标。</p>
</div><p>Musk recently acquired $1 billion worth of Tesla stock, with all the purchases made at share prices between $372 and $396. There are many reasons insiders sell shares, but there's only one reason they buy.</p>
<div class="lb-trans"><p>马斯克最近购买了价值 10 亿美元的特斯拉股票，所有购买均在 372 美元至 396 美元之间的股价进行。内部人士出售股票的原因有很多，但购买股票只有一个原因。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQ2NzcvcGFsYW50aXItbG9nby5wbmcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F834677%2Fpalantir-logo.png&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>3. Palantir Technologies</h2>
<div class="lb-trans"><h2>3. Palantir Technologies</h2>
</div><p>Nvidia and Tesla have the bases covered on chips and physical AI. <strong>Palantir</strong>(PLTR -0.23%) is by far the best software play in the AI market. It provides a deep layer of knowledge for a company to understand its operations better and make decisions about how to grow revenue and maximize profits.</p>
<div class="lb-trans"><p>英伟达和特斯拉在芯片和物理 AI 方面已经覆盖了基础。<strong>Palantir</strong>(PLTR -0.23%) 无疑是 AI 市场中最好的软件投资。它为公司提供了深入的知识层面，以更好地理解其运营，并就如何增加收入和最大化利润做出决策。</p>
</div><p>Palantir uses an ontology-based approach, where it brings together multiple data sources that lead to decisive action. It provides deep intelligence, speed, and precision in a highly secure environment, which is why the U.S. government trusts Palantir with sensitive military data.</p>
<div class="lb-trans"><p>Palantir 采用基于本体论的方法，将多个数据源整合在一起，以促成决定性行动。它在高度安全的环境中提供深度智能、速度和精确性，这也是美国政府信任 Palantir 处理敏感军事数据的原因。</p>
</div><p>Many investors are hesitant to buy the stock because of its high valuation, but there are intangible aspects to Palantir's competitive advantage that valuation metrics can't measure. The deep level of trust that the government has in Palantir's ability to handle sensitive information is not easy to replicate. Palantir is also helping companies save millions in costs. A platform that is bringing this much value to organizations is not easy to value, especially since there are a lot of companies that haven't used Palantir yet. Management sees total revenue further accelerating in the second half of the year, with full-year revenue expected to grow 44% over 2024.</p>
<div class="lb-trans"><p>许多投资者对购买该股票持谨慎态度，因为其估值较高，但 Palantir 的竞争优势中有一些无形的方面是估值指标无法衡量的。政府对 Palantir 处理敏感信息能力的深度信任是难以复制的。Palantir 还帮助公司节省了数百万的成本。一个为组织带来如此多价值的平台是很难估值的，尤其是因为许多公司尚未使用 Palantir。管理层预计下半年总收入将进一步加速，全年收入预计在 2024 年增长 44%。</p>
</div><p>Once a company uses Palantir, it becomes deeply embedded in its operations. A company that is seeing tangible results from using the platform is not going to give it up that easily. And of course, Palantir's success will fuel more investment in its AI platforms to deliver even more value to customers over the long term.</p>
<div class="lb-trans"><p>一旦公司使用 Palantir，它就会深深嵌入其运营中。看到使用该平台带来切实成果的公司不会轻易放弃它。当然，Palantir 的成功将推动更多投资进入其 AI 平台，以便在长期内为客户提供更多价值。</p>
</div><p>Even as Palantir creates tremendous value for companies, it is also creating value for shareholders. The company's free cash flow has risen 765% over the last three years to $1.7 billion, making this a very profitable business already. Palantir has the potential to join the &#34;Magnificent Seven&#34; as one of the most valuable companies in the world over the long term.</p>
<div class="lb-trans"><p>即使 Palantir 为公司创造了巨大的价值，它也在为股东创造价值。该公司的自由现金流在过去三年中增长了 765%，达到 17 亿美元，使其成为一个非常有利可图的业务。Palantir 有潜力在长期内加入 “七大巨头”，成为世界上最有价值的公司之一。</p>
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The Best Stocks to Invest $50,000 in Right Now

- 纳斯达克综合指数年初至今上涨 18%，受科技热潮推动。  
- Nvidia、Tesla 和 Palantir 是 AI 领域的主要公司，分别在芯片、自动驾驶和软件方面领先。  
- 这些公司预计将继续推动增长，吸引投资者关注。  

目前投资 5 万美元的最佳股票选择