<p>在过去几年中，<strong>英伟达</strong>(NVDA -4.84%) 和 <strong>Palantir Technologies</strong>(PLTR -5.39%) 已成为最受关注的股票之一。这是因为这些科技公司是最早从人工智能（AI）革命中受益的公司之一——英伟达通过销售全球顶级的 AI 芯片来推动 AI 发展，而 Palantir 则通过销售软件使客户能够立即将 AI 应用于其运营。</p>
<p>这导致这些公司的收入在近期实现了两位数的增长，并且盈利能力稳健。投资者也纷纷涌入这些股票，推动了巨额回报。因此，你可能会想，如果你在 AI 热潮早期就投资了这些股票，你会获得多少收益。让我们来看看。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzcxOTUvbnZpZGlhLWhlYWRxdWFydGVycy1vdXRzaWRlLXdpdGgtYmxhY2stbnZpZGlhLXNpZ24td2l0aC1udmlkaWEtbG9nby5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="420" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzcxOTUvbnZpZGlhLWhlYWRxdWFydGVycy1vdXRzaWRlLXdpdGgtYmxhY2stbnZpZGlhLXNpZ24td2l0aC1udmlkaWEtbG9nby5qcGcmdz03MDA"/></p>
<p>图片来源：英伟达。</p>
<h2>英伟达的 AI 主导地位</h2>
<p>不过，在深入探讨之前，让我们快速了解一下这两家 AI 赢家。如前所述，英伟达在 AI 芯片市场占据主导地位。该公司设计图形处理单元（GPU），这些芯片是驱动最关键的 AI 任务所需的，客户从初创公司到顶级科技公司都纷纷选择英伟达的产品。说到产品，英伟达并没有止步于芯片。它建立了一个完整的 AI 工具和服务生态系统，使自己成为客户在 AI 道路上的一站式商店。</p>
<p>因此，英伟达的收入飙升，去年达到了超过 1300 亿美元的创纪录水平，重要的是，该公司在销售上盈利能力极高，毛利率通常超过 70%。因此，投资者偏爱这只股票也就不足为奇了。</p>
<p>Palantir 的故事同样光明。这家软件公司专注于帮助客户聚合和分析数据的平台——以便他们能够利用这些数据优化运营。两年前，Palantir 推出了一种名为人工智能平台（AIP）的 AI 系统，将 AI 的力量引入这一过程。</p>
<h2>Palantir 的爆炸性增长</h2>
<p>Palantir 的政府和商业客户纷纷抢着使用 AIP，两个业务的收入季度增长均达到了两位数。特别积极的是商业增长，因为几年前这并不是 Palantir 的一项重要业务——因此，得益于对 AI 的关注，Palantir 吸引了越来越多的商业客户，极大地提升了其收入潜力。</p>
<p>现在，让我们考虑一下，如果你在五年前每家公司投资了 10,000 美元，你的回报会是多少。你的英伟达投资在股票上涨 1200% 后，现在价值超过 137,000 美元，而你的 Palantir 投资在股票上涨 1700% 后，现在总计为 183,560 美元。这样加起来大约是 320,560 美元。</p>
<h2>今天投资英伟达和 Palantir 是否太晚？</h2>
<p>所以，显然如果你在五年前就投资了这些 AI 公司，你会获得巨大的收益。现在的问题是：今天购买这些股票，你是否仍然能够为投资成功铺平道路，还是已经太晚了？</p>
<p>五年前，英伟达和 Palantir 的价格水平和市场价值远低于今天，这使得股票在四位数的增长上更容易实现。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/66f8bed5b972ae76ed4cda1f898a58c5.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="720" height="541" original-src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/66f8bed5b972ae76ed4cda1f898a58c5.png"/></p>
<p>PLTR 数据来源于 YCharts</p>
<p>在未来五年内，英伟达的股票几乎不可能实现如此增长——1000% 的股价增长将使其市值达到 50 万亿美元。Palantir 的类似增长将使其市值达到 4.5 万亿美元，这在短时间内可能不会发生。</p>
<p>但这并不意味着投资这两家 AI 巨头已经太晚。即使它们不太可能复制过去五年的表现，它们仍然可能显著增长——我们正处于这场 AI 热潮的早期阶段，对英伟达和 Palantir 的产品需求很高。所有这些意味着，如果你购买并持有这些顶尖公司，你仍然可能在未来获得令人印象深刻的回报。</p>

PLTR

英伟达

2 倍做多英伟达 ETF - GraniteShares

南方两倍做多英伟达

南方两倍做空英伟达

英伟达期权收益策略 ETF - YieldMax

1 倍做空英伟达 ETF - Direxion

2 倍做多 NVDA ETF - T-Rex

2 倍做空 NVDA ETF - T-Rex

半导体 3 倍做多 - Direxion

<p>英伟达和 Palantir 由于在人工智能革命中的角色，股票增长显著，过去五年英伟达的股票上涨了 1200%，Palantir 上涨了 1700%。如果在每家公司投资 10,000 美元，现在的价值大约为 320,560 美元。尽管未来的收益可能无法与过去的表现相匹配，但这两家公司在人工智能领域的持续增长前景良好，即使在当前价格下，它们仍然可能是值得投资的选择</p>

<p>Over the past few years, <strong>Nvidia</strong>(NVDA -4.84%) and <strong>Palantir Technologies</strong>(PLTR -5.39%) have become some of the most talked-about stocks around. That's because these technology players have been two of the first to benefit from the artificial intelligence (AI) revolution -- Nvidia by selling the world's top AI chips to drive AI development, and Palantir by selling software that's allowing customers to immediately apply AI to their operations.</p>
<div class="lb-trans"><p>在过去几年中，<strong>英伟达</strong>(NVDA -4.84%) 和 <strong>Palantir Technologies</strong>(PLTR -5.39%) 已成为最受关注的股票之一。这是因为这些科技公司是最早从人工智能（AI）革命中受益的公司之一——英伟达通过销售全球顶级的 AI 芯片来推动 AI 发展，而 Palantir 则通过销售软件使客户能够立即将 AI 应用于其运营。</p>
</div><p>This has resulted in double-digit revenue growth at these companies in recent times and solid profitability. Investors have piled into the stocks, too, driving enormous returns. So you might be wondering how much you would have gained if you'd gotten into these stocks earlier in the AI boom. Let's find out.</p>
<div class="lb-trans"><p>这导致这些公司的收入在近期实现了两位数的增长，并且盈利能力稳健。投资者也纷纷涌入这些股票，推动了巨额回报。因此，你可能会想，如果你在 AI 热潮早期就投资了这些股票，你会获得多少收益。让我们来看看。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzcxOTUvbnZpZGlhLWhlYWRxdWFydGVycy1vdXRzaWRlLXdpdGgtYmxhY2stbnZpZGlhLXNpZ24td2l0aC1udmlkaWEtbG9nby5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F837195%2Fnvidia-headquarters-outside-with-black-nvidia-sign-with-nvidia-logo.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Nvidia.</p>
<div class="lb-trans"><p>图片来源：英伟达。</p>
</div><h2>Nvidia's AI dominance</h2>
<div class="lb-trans"><h2>英伟达的 AI 主导地位</h2>
</div><p>Before diving in, though, let's take a quick look at both of these AI winners. As mentioned, Nvidia dominates in the AI chip market. The company designs graphics processing units (GPUs), the chips needed to power the most critical of AI tasks, and customers from start-ups to top tech players have flocked to Nvidia's products. And speaking of products, Nvidia hasn't stopped with chips. It's built out an entire ecosystem of AI tools and services to make itself the one-stop shop for all customers as they travel along the AI road.</p>
<div class="lb-trans"><p>不过，在深入探讨之前，让我们快速了解一下这两家 AI 赢家。如前所述，英伟达在 AI 芯片市场占据主导地位。该公司设计图形处理单元（GPU），这些芯片是驱动最关键的 AI 任务所需的，客户从初创公司到顶级科技公司都纷纷选择英伟达的产品。说到产品，英伟达并没有止步于芯片。它建立了一个完整的 AI 工具和服务生态系统，使自己成为客户在 AI 道路上的一站式商店。</p>
</div><p>As a result, Nvidia's revenue has soared, reaching a record of more than $130 billion last year, and importantly, the company is highly profitable on sales with gross margin generally above 70%. So it's no surprise investors have favored this stock.</p>
<div class="lb-trans"><p>因此，英伟达的收入飙升，去年达到了超过 1300 亿美元的创纪录水平，重要的是，该公司在销售上盈利能力极高，毛利率通常超过 70%。因此，投资者偏爱这只股票也就不足为奇了。</p>
</div><p>The Palantir story is also a bright one. The software company specializes in platforms that help customers aggregate and analyze their data -- so they can use it to optimize their operations. And two years ago, Palantir launched an AI system called Artificial Intelligence Platform (AIP) that brings the power of AI into the process.</p>
<div class="lb-trans"><p>Palantir 的故事同样光明。这家软件公司专注于帮助客户聚合和分析数据的平台——以便他们能够利用这些数据优化运营。两年前，Palantir 推出了一种名为人工智能平台（AIP）的 AI 系统，将 AI 的力量引入这一过程。</p>
</div><h2>Palantir's explosive growth</h2>
<div class="lb-trans"><h2>Palantir 的爆炸性增长</h2>
</div><p>Palantir's government and commercial customers have jumped to get in on AIP, and revenue for both businesses has been climbing in the double-digits quarter after quarter. What's particularly positive is the commercial growth as this wasn't a huge business for Palantir several years ago -- so, thanks to the focus on AI, Palantir has brought in more and more commercial customers and supercharged its revenue potential.</p>
<div class="lb-trans"><p>Palantir 的政府和商业客户纷纷抢着使用 AIP，两个业务的收入季度增长均达到了两位数。特别积极的是商业增长，因为几年前这并不是 Palantir 的一项重要业务——因此，得益于对 AI 的关注，Palantir 吸引了越来越多的商业客户，极大地提升了其收入潜力。</p>
</div><p>Now, let's consider your returns if you had invested $10,000 in each of these companies five years ago. Your Nvidia investment, after a 1,200% gain in the stock, would be worth more than $137,000 today, and your Palantir investment, after a 1,700% increase in the shares, would total $183,560 right now. That adds up to about $320,560.</p>
<div class="lb-trans"><p>现在，让我们考虑一下，如果你在五年前每家公司投资了 10,000 美元，你的回报会是多少。你的英伟达投资在股票上涨 1200% 后，现在价值超过 137,000 美元，而你的 Palantir 投资在股票上涨 1700% 后，现在总计为 183,560 美元。这样加起来大约是 320,560 美元。</p>
</div><h2>Is it too late to buy Nvidia and Palantir today?</h2>
<div class="lb-trans"><h2>今天投资英伟达和 Palantir 是否太晚？</h2>
</div><p>So you clearly would have won big by getting in on these AI players five years ago. Now the question is: Could you still set yourself up for investing success by buying these stocks today, or is it too late?</p>
<div class="lb-trans"><p>所以，显然如果你在五年前就投资了这些 AI 公司，你会获得巨大的收益。现在的问题是：今天购买这些股票，你是否仍然能够为投资成功铺平道路，还是已经太晚了？</p>
</div><p>The price levels and market values of Nvidia and Palantir were much lower five years ago than they are today, making it easier for the stocks to advance in the quadruple digits.</p>
<div class="lb-trans"><p>五年前，英伟达和 Palantir 的价格水平和市场价值远低于今天，这使得股票在四位数的增长上更容易实现。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/66f8bed5b972ae76ed4cda1f898a58c5.png" alt="" original-src="https://media.ycharts.com/charts/66f8bed5b972ae76ed4cda1f898a58c5.png"/></p>
<p>PLTR data by YCharts</p>
<div class="lb-trans"><p>PLTR 数据来源于 YCharts</p>
</div><p>It would be nearly impossible for Nvidia stock to post such an increase in the coming five years -- a 1,000% stock price increase would bring it to a $50 trillion market value. Such an increase in Palantir would bring it to a $4.5 trillion market cap, which may not happen in such a short time.</p>
<div class="lb-trans"><p>在未来五年内，英伟达的股票几乎不可能实现如此增长——1000% 的股价增长将使其市值达到 50 万亿美元。Palantir 的类似增长将使其市值达到 4.5 万亿美元，这在短时间内可能不会发生。</p>
</div><p>But this doesn't mean it's too late to invest in these two AI giants. Even if they aren't likely to replicate their performances of the past five years they still could increase significantly -- we're in the early days of this AI boom, and demand is high for Nvidia's and Palantir's offerings. All of this means that if you buy and hold these top players, you still could score an impressive win over time.</p>
<div class="lb-trans"><p>但这并不意味着投资这两家 AI 巨头已经太晚。即使它们不太可能复制过去五年的表现，它们仍然可能显著增长——我们正处于这场 AI 热潮的早期阶段，对英伟达和 Palantir 的产品需求很高。所有这些意味着，如果你购买并持有这些顶尖公司，你仍然可能在未来获得令人印象深刻的回报。</p>
</div>

If You'd Invested $10,000 Each in Nvidia and Palantir 5 Years Ago Here's How Much You Would Have Now

- Nvidia 和 Palantir 是 AI 领域的领先公司，受益于 AI 革命。  
- Nvidia 去年收入超过 1300 亿美元，Palantir 收入也在持续增长。  
- 投资者若五年前各投资 1 万美元，现值合计约 32 万美元。

如果你在 5 年前分别投资 10,000 美元于 NVIDIA 和 Palantir Tech，现在你的投资价值是多少