<p>市场对人工智能（AI）的痴迷并没有减退，这项技术可能会帮助重塑未来企业的运营方式。因此，投资一些在人工智能领域领先的顶尖公司可能是一个明智的选择。</p>
<p>让我们来看三只今年值得购买的热门成长股。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzU1NjUvZ2V0dHlpbWFnZXMtMTQ5MjMxOTg4NC5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzU1NjUvZ2V0dHlpbWFnZXMtMTQ5MjMxOTg4NC5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images</p>
<h2>1. 博通</h2>
<p>博通（AVGO 1.18%）最为人知的是其网络硬件公司，但更大的故事是它如何成为定制人工智能芯片的首选品牌。</p>
<p>随着公司试图节省人工智能计算成本，越来越多的公司转向博通，帮助他们开发可以降低推理成本的定制芯片，称为 ASIC。虽然 ASIC 是不可编程的，因此缺乏图形处理单元（GPU）的灵活性，但它们在特定任务上通常具有更好的性能和更高的效率。</p>
<p>博通在帮助 <strong>Alphabet</strong> 开发其成功的张量处理单元（TPU）时取得了巨大的胜利，这些 TPU 现在为其大量的 Google Cloud 业务提供动力。这为与 <strong>Meta Platforms</strong>（META -2.25%）和 TikTok 母公司字节跳动的更多设计胜利打开了大门。博通相信，这三位客户合计在其 2027 财年有潜力成为 600 亿到 900 亿美元的机会。</p>
<p>此外，该公司还收到了更好的消息，宣布第四位客户（普遍认为是 OpenAI）已下了 100 亿美元的订单，预计将在明年交付。再加上博通还与 <strong>Apple</strong> 合作开发其自己的定制人工智能芯片，面前的机会实在巨大。</p>
<p>此外，随着数据中心需要以高速处理巨大的人工智能工作负载，博通的网络设备也在需求上升。此外，其 VMware 虚拟化业务也在强劲增长，企业客户正在转向其解决方案，以帮助实施混合云战略来支持他们的人工智能工作负载。</p>
<h2>2. Meta Platforms</h2>
<p>Meta Platforms 已经从被视为缓慢增长的社交媒体股票转变为最大的人工智能赢家之一。该公司找到了利用人工智能让用户粘附在 Instagram 和 Facebook 上的方法，通过向他们提供更多他们想看到的内容，从而创造出更多的广告位进行销售。这一简单的动态推动了上个季度广告收入增长 22%，这得益于更多的展示次数和更高的广告定价，因为广告商获得了更好的回报。</p>
<p>令人兴奋的是，Meta 刚刚开始在 WhatsApp 和 Threads 上投放广告。WhatsApp 单独拥有 30 亿用户，目前几乎没有实现货币化。与此同时，Threads 仍处于起步阶段，未来有很大的增长空间。</p>
<p>与此同时，首席执行官马克·扎克伯格并没有放慢大规模投资的步伐，向人工智能人才和基础设施投入数十亿美元，以建立他所称的 “个人超级智能”。他还推动公司进入消费智能眼镜领域，并继续建设他的元宇宙。如果这些赌注中的任何一个成功，未来几年可能会产生重大影响。</p>
<p>当前强劲的增长与新产品潜在的上行空间的结合，正是使 Meta 成为值得购买的股票的原因。</p>
<h2>3. 微软</h2>
<p><strong>微软</strong>（MSFT 0.37%）通过人工智能证明了它在看到重大机会时仍能迅速行动。它与 OpenAI 的早期投资和合作使其在 Office 套件中推出 Copilot 人工智能助手时抢得了先机，这已成为一个重要的新收入来源。</p>
<p>也就是说，更大的故事在于其云计算部门 Azure。上个季度，云收入激增 39%，如果不是面临产能限制，可能会更高。该公司一直在向 GPU 和服务器投入资本，以满足这一需求，这有助于推动强劲增长。Azure 已成为希望获得最先进的人工智能模型和最新基础设施以运行其人工智能工作负载的公司的首选平台。</p>
<p>与此同时，微软对 OpenAI 的投资继续使其获得该公司强大人工智能技术的优先访问权。</p>
<p>凭借深度嵌入企业世界的生产力工具和正在崛起的云平台，微软是少数几家同时覆盖企业人工智能机会的科技巨头之一。这种结合使其在今年及未来有望实现强劲增长。</p>

微软

2 倍做多 MSFT ETF - GraniteShares

MSFO

微软每日 1 倍做空 ETF - Direxion

微软每日 2 倍做多 ETF - Direxion

MSFX

MSFY

<p>这篇文章讨论了三只值得在 2025 年投资的成长股，重点关注在人工智能（AI）领域领先的公司。1. 博通因其定制的 AI 芯片以及与谷歌母公司 Alphabet 和 OpenAI 等主要客户的重大合同而受到认可，展现出 600 亿到 900 亿美元的机会。2. Meta Platforms 利用 AI 提升广告收入，并在 WhatsApp 和 Threads 等平台上扩展变现，同时投资于 AI 和元宇宙。3. 微软通过与 OpenAI 的合作以及其 Azure 云服务的强劲增长，正在利用 AI，为未来的增长做好了良好的定位</p>

<p>The market's obsession with artificial intelligence (AI) isn't fading, and the technology could help reshape how businesses operate in the future. As such, it could be a smart move to invest in some of the top companies leading the AI charge.</p>
<div class="lb-trans"><p>市场对人工智能（AI）的痴迷并没有减退，这项技术可能会帮助重塑未来企业的运营方式。因此，投资一些在人工智能领域领先的顶尖公司可能是一个明智的选择。</p>
</div><p>Let's look at three red-hot growth stocks to buy this year.</p>
<div class="lb-trans"><p>让我们来看三只今年值得购买的热门成长股。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzU1NjUvZ2V0dHlpbWFnZXMtMTQ5MjMxOTg4NC5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F835565%2Fgettyimages-1492319884.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. Broadcom</h2>
<div class="lb-trans"><h2>1. 博通</h2>
</div><p>Broadcom (AVGO 1.18%) is best known as a networking hardware company, but the bigger story is how it has become the go-to name for custom AI chips.</p>
<div class="lb-trans"><p>博通（AVGO 1.18%）最为人知的是其网络硬件公司，但更大的故事是它如何成为定制人工智能芯片的首选品牌。</p>
</div><p>As companies try to save money on AI computing costs, more and more are turning to Broadcom to help them develop custom chips, called ASICs, that can reduce inference costs. While ASICs are non-programmable, and thus lack the flexibility of graphics processing units (GPUs), they tend to have better performance and more efficiency for the specific task for which they've been designed.</p>
<div class="lb-trans"><p>随着公司试图节省人工智能计算成本，越来越多的公司转向博通，帮助他们开发可以降低推理成本的定制芯片，称为 ASIC。虽然 ASIC 是不可编程的，因此缺乏图形处理单元（GPU）的灵活性，但它们在特定任务上通常具有更好的性能和更高的效率。</p>
</div><p>Broadcom scored a huge victory when it helped <strong>Alphabet</strong> develop its highly successful tensor processing units (TPUs), which now power a lot of its Google Cloud business. This opened the door for more design wins with <strong>Meta Platforms</strong>(META -2.25%) and TikTok owner ByteDance. Combined, Broadcom believes these three customers have the potential to be a $60 billion to $90 billion opportunity by its fiscal 2027.</p>
<div class="lb-trans"><p>博通在帮助 <strong>Alphabet</strong> 开发其成功的张量处理单元（TPU）时取得了巨大的胜利，这些 TPU 现在为其大量的 Google Cloud 业务提供动力。这为与 <strong>Meta Platforms</strong>（META -2.25%）和 TikTok 母公司字节跳动的更多设计胜利打开了大门。博通相信，这三位客户合计在其 2027 财年有潜力成为 600 亿到 900 亿美元的机会。</p>
</div><p>And the company got even more good news when it announced a fourth customer (largely believed to be OpenAI) has placed a $10 billion order for next year. Add in that Broadcom is also working with <strong>Apple</strong> on its own custom AI chips, and the opportunity in front of it is just huge.</p>
<div class="lb-trans"><p>此外，该公司还收到了更好的消息，宣布第四位客户（普遍认为是 OpenAI）已下了 100 亿美元的订单，预计将在明年交付。再加上博通还与 <strong>Apple</strong> 合作开发其自己的定制人工智能芯片，面前的机会实在巨大。</p>
</div><p>On top of that, Broadcom's networking gear is also seeing greater demand as data centers need to move huge AI workloads at high speed. In addition, its VMware virtualization business is seeing strong momentum, as enterprise customers are turning to its solutions to help run a hybrid cloud strategy to power their AI workloads.</p>
<div class="lb-trans"><p>此外，随着数据中心需要以高速处理巨大的人工智能工作负载，博通的网络设备也在需求上升。此外，其 VMware 虚拟化业务也在强劲增长，企业客户正在转向其解决方案，以帮助实施混合云战略来支持他们的人工智能工作负载。</p>
</div><h2>2. Meta Platforms</h2>
<div class="lb-trans"><h2>2. Meta Platforms</h2>
</div><p>Meta Platforms has gone from being written off as a slow-growth social media stock to one of the biggest AI winners. The company figured out how to use AI to keep users glued to Instagram and Facebook by feeding them more of the content they want to see, which in turn creates more ad slots to sell. That simple dynamic powered a 22% jump in ad revenue last quarter, driven by both more impressions and higher ad pricing as advertisers get better returns.</p>
<div class="lb-trans"><p>Meta Platforms 已经从被视为缓慢增长的社交媒体股票转变为最大的人工智能赢家之一。该公司找到了利用人工智能让用户粘附在 Instagram 和 Facebook 上的方法，通过向他们提供更多他们想看到的内容，从而创造出更多的广告位进行销售。这一简单的动态推动了上个季度广告收入增长 22%，这得益于更多的展示次数和更高的广告定价，因为广告商获得了更好的回报。</p>
</div><p>The exciting part is that Meta is just beginning to serve ads on WhatsApp and Threads. WhatsApp alone has 3 billion users and is barely monetized today. Threads, meanwhile, is still in its infancy and has a long runway of growth.</p>
<div class="lb-trans"><p>令人兴奋的是，Meta 刚刚开始在 WhatsApp 和 Threads 上投放广告。WhatsApp 单独拥有 30 亿用户，目前几乎没有实现货币化。与此同时，Threads 仍处于起步阶段，未来有很大的增长空间。</p>
</div><p>At the same time, CEO Mark Zuckerberg is not pulling back on big swings, pouring billions into AI talent and infrastructure to build what he calls &#34;personal superintelligence.&#34; He's also pushing the company into consumer smart glasses and is still building his metaverse. If any of these bets hit, they could move the needle in a big way over the next few years.</p>
<div class="lb-trans"><p>与此同时，首席执行官马克·扎克伯格并没有放慢大规模投资的步伐，向人工智能人才和基础设施投入数十亿美元，以建立他所称的 “个人超级智能”。他还推动公司进入消费智能眼镜领域，并继续建设他的元宇宙。如果这些赌注中的任何一个成功，未来几年可能会产生重大影响。</p>
</div><p>The combination of strong current growth together with potential upside from new products is exactly what makes Meta a stock a buy.</p>
<div class="lb-trans"><p>当前强劲的增长与新产品潜在的上行空间的结合，正是使 Meta 成为值得购买的股票的原因。</p>
</div><h2>3. Microsoft</h2>
<div class="lb-trans"><h2>3. 微软</h2>
</div><p><strong>Microsoft</strong>(MSFT 0.37%) proved with AI that it can still move quickly when it sees a big opportunity. Its early investment and partnership with OpenAI gave it a head start rolling out Copilot AI assistants across its Office suite, and that has turned into a meaningful new revenue stream.</p>
<div class="lb-trans"><p><strong>微软</strong>（MSFT 0.37%）通过人工智能证明了它在看到重大机会时仍能迅速行动。它与 OpenAI 的早期投资和合作使其在 Office 套件中推出 Copilot 人工智能助手时抢得了先机，这已成为一个重要的新收入来源。</p>
</div><p>That said, the bigger story is with its cloud computing unit, Azure. Cloud revenue surged 39% last quarter and likely would have been even higher if not for running up against capacity limits. The company has been pouring capital into GPUs and servers to meet that demand, which is helping fuel strong growth. Azure has become the go-to platform for companies that want both the most advanced AI models and newest infrastructure to run their AI workloads on.</p>
<div class="lb-trans"><p>也就是说，更大的故事在于其云计算部门 Azure。上个季度，云收入激增 39%，如果不是面临产能限制，可能会更高。该公司一直在向 GPU 和服务器投入资本，以满足这一需求，这有助于推动强劲增长。Azure 已成为希望获得最先进的人工智能模型和最新基础设施以运行其人工智能工作负载的公司的首选平台。</p>
</div><p>Meanwhile, Microsoft's investment in OpenAI continues to give it preferred access to the company's strong AI technology.</p>
<div class="lb-trans"><p>与此同时，微软对 OpenAI 的投资继续使其获得该公司强大人工智能技术的优先访问权。</p>
</div><p>With productivity tools that are deeply embedded in the corporate world and a cloud platform that is on the rise, Microsoft is one of the few tech giants that has both sides of the enterprise AI opportunity covered. That combination puts it in a good position to see strong growth both this year and beyond.</p>
<div class="lb-trans"><p>凭借深度嵌入企业世界的生产力工具和正在崛起的云平台，微软是少数几家同时覆盖企业人工智能机会的科技巨头之一。这种结合使其在今年及未来有望实现强劲增长。</p>
</div>

3 Red-Hot Growth Stocks to Buy in 2025

- 人工智能市场持续火热，未来将重塑商业运作。  
- 三只值得投资的成长股包括 Broadcom、Meta 和 Microsoft。  
- 这些公司在 AI 领域的创新和市场需求推动了其增长潜力。  

2025 年值得购买的三只热门增长股票