<p>一些投资者，特别是那些寻求高增长的投资者，通常希望找到能够在两年内翻倍的股票。这意味着一只股票在此期间需要实现约 42% 的年复合增长率（CAGR）。</p>
<p>回顾过去，找到这样的股票并不困难。然而，在价格变化发生之前正确预测这种情况则面临多个挑战。潜在买家不仅需要关注估值和财务指标，还可能需要应对一些投资者无法预测的事件。</p>
<p>尽管如此，您仍然可以找到在未来两年内有合理机会获得此类回报的股票。投资者可能希望关注这三只股票，以期望由于它们过去的增长率和各自行业的趋势而获得这样的收益。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzY3MDEvYW5hbHlzdC1yZXZpZXdzLXJpc2luZy1zdG9jay1kYXRhLmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="467" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzY3MDEvYW5hbHlzdC1yZXZpZXdzLXJpc2luZy1zdG9jay1kYXRhLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. AMD</h2>
<p><strong>超威半导体</strong>（AMD -7.78%）刚刚达成一项协议，显著提高了这种增长的可能性。在一项 “多代协议” 中，OpenAI 将部署 6 吉瓦的 AMD 图形处理单元（GPU）。</p>
<p>这将从 AMD 的 Instinct MI450 系列芯片的发布开始，预计将在 2026 年下半年推出。作为交换，OpenAI 持有最多 1.6 亿股 AMD 股票的认股权证，具体取决于里程碑的达成。</p>
<p>随着 AMD 在其人工智能（AI）驱动的数据中心和 PC 领域的快速增长，该公司受益匪浅。此外，在达成此协议之前，AMD 在 2025 年上半年报告的净收入为 16 亿美元，较去年同期的 3.88 亿美元大幅增长。凭借这项协议，该公司的利润可能会继续加速增长。</p>
<p>此外，在公告之前，股价一天内上涨 24%，这可能只是个开始。尽管 AMD 的市盈率（P/E）为 121 似乎较高，但投资者可能会对其 57 的前瞻市盈率反应良好，因为上述协议带来的收入潜力。</p>
<p>随着 AMD 在芯片行业的影响力日益增强，其 AI 驱动的增长可能使得在两年内股价翻倍成为一个保守的预测。</p>
<h2>2. Celsius Holdings</h2>
<p><strong>Celsius Holdings</strong>（CELH -5.56%）因提供替代能量饮料的方法而脱颖而出。与竞争对手如红牛或 <strong>怪兽饮料</strong> 不同，Celsius Holdings 更加注重天然成分。</p>
<p>在 2022 年，与 <strong>百事可乐</strong> 的分销协议使公司的饮料在商店和在线上更广泛可得，促进了股票的显著增长。当一家大型分销商减少订单时，其增长暂时停滞。然而，收购竞争对手 Alani Nu 使公司的增长复苏，并因此推动了其股票的上涨。</p>
<p>诚然，收购成本暂时阻碍了公司的财务增长。Alani Nu 的加入主要导致 2025 年上半年收入同比增长 41%。尽管如此，该期间的综合收入下降了 3%，降至 1.25 亿美元，因为与收购相关的成本对底线造成了压力。</p>
<p>到目前为止，投资者对这一暂时放缓表示不以为然，因为 Celsius Holdings 的股价在过去一年中翻了一番。此外，投资者似乎也对 143 的市盈率不以为然，因为公司的增长使得前瞻市盈率降至 52。</p>
<p>这样的条件最终应该会推动这只饮料股票的上涨。随着销售的增长和盈利倍数的下降，Celsius 可以轻松翻倍，因为销售增长将导致利润增长的复苏。</p>
<h2>3. Micron</h2>
<p>内存芯片制造商 <strong>美光科技</strong>（MU -5.59%）可能会让人感到意外。虽然半导体行业通常是周期性的，但在内存市场中，这种周期性是如此严重，以至于过去的低迷往往会抹去之前上涨周期中获得的大部分或全部股票收益。</p>
<p>幸运的是，这种动态已经改变，这要归功于高带宽内存（HBM）的发展。人工智能的兴起导致对 HBM 芯片的需求大幅增加。由于唯一其他的 HBM 芯片制造商是韩国的三星和 SK 海力士，美光在满足日益增长的需求方面处于独特的地位。</p>
<p>这种动态导致 2025 财年的收入增长了 49%。因此，盈利能力飙升，公司净收入超过 85 亿美元，较上一个财年仅为 7.78 亿美元大幅增长。</p>
<p>由于股票在过去一年中上涨超过 80%，投资者开始注意到美光的价值主张。</p>
<p>然而，美光的交易估值通常并不与其他 AI 股票相当，即使在今天，它的市盈率也仅为 25 倍。尽管如此，对 AI 芯片的需求持续上升，预计将继续带来显著的利润增长，这可能会推动美光的估值以及其股价上涨。</p>

AMDL

<p>本文讨论了三只在未来两年内有潜力翻倍的股票，重点关注它们的增长前景和近期发展。1. AMD：与 OpenAI 达成的部署 AMD GPU 的协议可能加速增长，财务表现强劲。2. Celsius Holdings：尽管面临暂时性挫折，但收购 Alani Nu 和销售额上升使其具备未来增长的基础。3. Micron Technology：受益于对高带宽内存芯片需求的增加，Micron 的收入和盈利能力显著增长，暗示股票价格可能进一步上涨</p>

<p>Some investors, particularly the ones seeking high growth, generally want to find stocks that can double in value in two years or less. This means a stock would have to rise by a compound annual growth rate (CAGR) of about 42% over that period.</p>
<div class="lb-trans"><p>一些投资者，特别是那些寻求高增长的投资者，通常希望找到能够在两年内翻倍的股票。这意味着一只股票在此期间需要实现约 42% 的年复合增长率（CAGR）。</p>
</div><p>There's no trouble finding such stocks when looking backwards. However, correctly predicting such price action <em>before</em> it occurs presents several challenges. Not only do prospective buyers have to look at valuations and financial metrics, but they may also have to deal with occurrences that investors can't predict.</p>
<div class="lb-trans"><p>回顾过去，找到这样的股票并不困难。然而，在价格变化发生之前正确预测这种情况则面临多个挑战。潜在买家不仅需要关注估值和财务指标，还可能需要应对一些投资者无法预测的事件。</p>
</div><p>Still, you can find stocks that hold a reasonable chance of earning such returns over the next two years. Investors might want to look to these three stocks for such gains due to their past growth rates and trends in their respective industries.</p>
<div class="lb-trans"><p>尽管如此，您仍然可以找到在未来两年内有合理机会获得此类回报的股票。投资者可能希望关注这三只股票，以期望由于它们过去的增长率和各自行业的趋势而获得这样的收益。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzY3MDEvYW5hbHlzdC1yZXZpZXdzLXJpc2luZy1zdG9jay1kYXRhLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F836701%2Fanalyst-reviews-rising-stock-data.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. AMD</h2>
<div class="lb-trans"><h2>1. AMD</h2>
</div><p><strong>Advanced Micro Devices</strong>(AMD -7.78%) just made a deal that dramatically increases the odds of such growth. In a &#34;multi-generation agreement,&#34; OpenAI will deploy 6 gigawatts of AMD graphics processing units (GPUs).</p>
<div class="lb-trans"><p><strong>超威半导体</strong>（AMD -7.78%）刚刚达成一项协议，显著提高了这种增长的可能性。在一项 “多代协议” 中，OpenAI 将部署 6 吉瓦的 AMD 图形处理单元（GPU）。</p>
</div><p>This will begin with the release of AMD's Instinct MI450 series of chips, due out in the second half of 2026. In exchange, OpenAI holds a warrant for up to 160 million shares of AMD stock, contingent on the achievement of milestones.</p>
<div class="lb-trans"><p>这将从 AMD 的 Instinct MI450 系列芯片的发布开始，预计将在 2026 年下半年推出。作为交换，OpenAI 持有最多 1.6 亿股 AMD 股票的认股权证，具体取决于里程碑的达成。</p>
</div><p>This comes as AMD has benefited from rapid growth in both its artificial intelligence (AI)-driven data center and PC segments. Additionally, before this deal, AMD reported $1.6 billion in net income in the first half of 2025, up from $388 million in the same year-ago period. With this agreement, the company's profits are likely to keep accelerating.</p>
<div class="lb-trans"><p>随着 AMD 在其人工智能（AI）驱动的数据中心和 PC 领域的快速增长，该公司受益匪浅。此外，在达成此协议之前，AMD 在 2025 年上半年报告的净收入为 16 亿美元，较去年同期的 3.88 亿美元大幅增长。凭借这项协议，该公司的利润可能会继续加速增长。</p>
</div><p>Moreover, the one-day increase in the stock price of 24%, which came before the announcement, is likely just the beginning. Although AMD's 121 price-to-earnings ratio (P/E) seems high, investors will likely respond well to its 57 forward P/E ratio, due to the potential for income deals from the aforementioned deal.</p>
<div class="lb-trans"><p>此外，在公告之前，股价一天内上涨 24%，这可能只是个开始。尽管 AMD 的市盈率（P/E）为 121 似乎较高，但投资者可能会对其 57 的前瞻市盈率反应良好，因为上述协议带来的收入潜力。</p>
</div><p>As AMD becomes a greater force in the chip industry, its AI-driven growth could potentially make a doubling of the stock price within two years a conservative prediction.</p>
<div class="lb-trans"><p>随着 AMD 在芯片行业的影响力日益增强，其 AI 驱动的增长可能使得在两年内股价翻倍成为一个保守的预测。</p>
</div><h2>2. Celsius Holdings</h2>
<div class="lb-trans"><h2>2. Celsius Holdings</h2>
</div><p><strong>Celsius Holdings</strong>(CELH -5.56%) has stood out as offering an alternative approach to energy drinks. Unlike competitors such as Red Bull or <strong>Monster Beverage</strong>, Celsius Holdings places an added emphasis on natural ingredients.</p>
<div class="lb-trans"><p><strong>Celsius Holdings</strong>（CELH -5.56%）因提供替代能量饮料的方法而脱颖而出。与竞争对手如红牛或 <strong>怪兽饮料</strong> 不同，Celsius Holdings 更加注重天然成分。</p>
</div><p>In 2022, a distribution deal with <strong>PepsiCo</strong> made the company's beverages more widely available in stores and online, contributing to significant gains in the stock. Its growth came to a temporary halt when a large distributor reduced its orders. However, the acquisition of competitor Alani Nu has revived growth in the company and, by extension, its stock.</p>
<div class="lb-trans"><p>在 2022 年，与 <strong>百事可乐</strong> 的分销协议使公司的饮料在商店和在线上更广泛可得，促进了股票的显著增长。当一家大型分销商减少订单时，其增长暂时停滞。然而，收购竞争对手 Alani Nu 使公司的增长复苏，并因此推动了其股票的上涨。</p>
</div><p>Admittedly, acquisition costs have temporarily stopped the company's financial growth. The addition of Alani Nu was primarily responsible for the 41% yearly revenue increase in the first half of 2025. Nonetheless, comprehensive income for the period fell 3% to $125 million, as acquisition-related costs weighed on the bottom line.</p>
<div class="lb-trans"><p>诚然，收购成本暂时阻碍了公司的财务增长。Alani Nu 的加入主要导致 2025 年上半年收入同比增长 41%。尽管如此，该期间的综合收入下降了 3%，降至 1.25 亿美元，因为与收购相关的成本对底线造成了压力。</p>
</div><p>So far, investors have dismissed the temporary slowdown, as Celsius Holdings' stock price doubled over the last year. Moreover, investors seemed to have dismissed the 143 P/E ratio, as the company's growth has taken the forward P/E ratio to 52.</p>
<div class="lb-trans"><p>到目前为止，投资者对这一暂时放缓表示不以为然，因为 Celsius Holdings 的股价在过去一年中翻了一番。此外，投资者似乎也对 143 的市盈率不以为然，因为公司的增长使得前瞻市盈率降至 52。</p>
</div><p>Such conditions should ultimately boost the beverage stock. Between the rising sales and falling earnings multiples, Celsius can easily double as sales increases lead to a revival in profit growth.</p>
<div class="lb-trans"><p>这样的条件最终应该会推动这只饮料股票的上涨。随着销售的增长和盈利倍数的下降，Celsius 可以轻松翻倍，因为销售增长将导致利润增长的复苏。</p>
</div><h2>3. Micron</h2>
<div class="lb-trans"><h2>3. Micron</h2>
</div><p>Memory-chipmaker <strong>Micron Technology</strong>(MU -5.59%) may come as a surprise. While the semiconductor industry is cyclical, in general, it's so severe in the memory market that past downturns have often wiped out most or all of the stock gains earned in the previous up cycle.</p>
<div class="lb-trans"><p>内存芯片制造商 <strong>美光科技</strong>（MU -5.59%）可能会让人感到意外。虽然半导体行业通常是周期性的，但在内存市场中，这种周期性是如此严重，以至于过去的低迷往往会抹去之前上涨周期中获得的大部分或全部股票收益。</p>
</div><p>Fortunately, this dynamic has changed, thanks to the development of high-bandwidth memory (HBM). The rise of AI has led to a massive increase in demand for HBM chips. Since the only other makers of HBM chips are South Korea-based Samsung and SK Hynix, Micron is in a unique position to meet the rising demand for them.</p>
<div class="lb-trans"><p>幸运的是，这种动态已经改变，这要归功于高带宽内存（HBM）的发展。人工智能的兴起导致对 HBM 芯片的需求大幅增加。由于唯一其他的 HBM 芯片制造商是韩国的三星和 SK 海力士，美光在满足日益增长的需求方面处于独特的地位。</p>
</div><p>This dynamic resulted in a 49% increase in revenue for fiscal 2025. As a result, profitability has skyrocketed, and the company earned over $8.5 billion in net income, up from just $778 million in the previous fiscal year.</p>
<div class="lb-trans"><p>这种动态导致 2025 财年的收入增长了 49%。因此，盈利能力飙升，公司净收入超过 85 亿美元，较上一个财年仅为 7.78 亿美元大幅增长。</p>
</div><p>Thanks to the stock's gain of more than 80% in the last year, investors have taken notice of Micron's value proposition.</p>
<div class="lb-trans"><p>由于股票在过去一年中上涨超过 80%，投资者开始注意到美光的价值主张。</p>
</div><p>However, Micron has not typically traded at valuations comparable to other AI stocks, and even today, it trades at just 25 times earnings. Still, the rising demand for AI chips should continue to bring significant profit growth, and that will probably push Micron's valuation and, by extension, its stock price higher.</p>
<div class="lb-trans"><p>然而，美光的交易估值通常并不与其他 AI 股票相当，即使在今天，它的市盈率也仅为 25 倍。尽管如此，对 AI 芯片的需求持续上升，预计将继续带来显著的利润增长，这可能会推动美光的估值以及其股价上涨。</p>
</div>

3 Stocks That Could Double Over the Next 2 Years

- 投资者寻求在两年内实现股票翻倍，需年复合增长率约 42%。  
- AMD、Celsius Holdings 和 Micron 被认为有潜力实现此目标，因其行业增长和财务表现。  
- AMD 与 OpenAI 的协议、Celsius 的收购及 Micron 的高带宽内存需求推动了各自的增长。  

未来两年内可能翻倍的三只股票