<p>成长股在过去两年中飙升，推动 <strong>标准普尔 500 指数</strong> 创下历史新高——这要归功于几个因素。首先，投资者押注于人工智能（AI）和量子计算等技术将彻底改变企业运营方式，因此他们纷纷投资于这些领域的股票，例如 <strong>英伟达</strong> 和 <strong>谷歌母公司 Alphabet</strong>，仅举两个例子。其次，投资者对低利率环境可能支持以增长为重点的公司持乐观态度，因此纷纷投资于这些公司。</p>
<p>这种势头可能会持续相当长一段时间，因为 AI 和量子计算的故事仍处于早期阶段，而利率刚刚开始下降。这意味着现在是将成长股加入投资组合的绝佳时机，因为它们仍然有很大的上涨空间。还要记住，即使市场环境发生变化，成长股出现波动，优质公司仍可能在长期内显著提升你的投资组合。</p>
<p>考虑到这一点，让我们看看现在用 1000 美元（甚至更少）可以购买的最聪明的成长股。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzY1NzEvZ2V0dHktaGFwcHktY29sbGVhZ3Vlcy5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzY1NzEvZ2V0dHktaGFwcHktY29sbGVhZ3Vlcy5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>可能超过 1 万亿美元的市场</h2>
<p>当我告诉你这家公司在 AI 领域时，你可能不会感到惊讶。毕竟，这个行业在未来几年代表着巨大的机会。分析师预测，到下个十年初，AI 市场将达到数万亿美元，而现在大约为 3000 亿美元。</p>
<p>这家公司在其中扮演着关键角色，开辟了一个重要的细分市场，并最近宣布了令人印象深刻的胜利。我说的是网络巨头 <strong>博通</strong>（AVGO -1.36%）。这家科技巨头是数千种产品的背后推手，这些产品出现在智能手机、家庭连接设备、数据中心服务器等多个领域。</p>
<p>然而，今天推动博通巨大增长的业务是 AI。博通为客户提供他们在数据中心之间连接和驱动计算节点所需的产品——其 Tomahawk 交换机和 Jericho 路由器的需求激增。博通最近推出了 Jericho4 路由器，这是一种连接公司在数据中心中超过 100 万个 AI 芯片的工具。</p>
<h2>开辟细分市场</h2>
<p>这让我谈到芯片，这也是我说博通在其扩展处理单元（XPUs）方面开辟了一个细分市场的地方。这些 AI 芯片并不一定直接与市场领导者英伟达的芯片竞争，原因如下。</p>
<p>虽然英伟达的芯片是通用型的，能够为广泛的任务提供强大的性能，但博通的 XPUs 是为特定任务设计的定制加速器。这非常棒，因为这意味着博通可以为客户提供不同的产品，并在这一领域表现出色——最近的财报和合同显示它走在正确的道路上。</p>
<p>几天前，OpenAI 宣布将从明年下半年到 2029 年部署 10 吉瓦的博通 XPUs。（根据美国能源部的说法，1 吉瓦相当于 1 亿个 LED 灯泡。）</p>
<p>这非常重要，因为 OpenAI 是创建 ChatGPT 的研究实验室，是 AI 发展的关键参与者，并与该领域最大的参与者合作，从英伟达到 <strong>超微半导体 Advanced Micro Devices</strong>。在其最新的财报电话会议上，博通还提到了一项新的 100 亿美元的 XPUs 订单（该公司没有透露客户的身份）。</p>
<h2>AI 收入增长 63%</h2>
<p>说到财报，博通的 AI 业务已经实现了巨大的增长，AI 收入在上个季度增长了 63%，超过 50 亿美元。预计该业务在当前季度将带来超过 60 亿美元，这将代表连续 11 个季度的增长。</p>
<p>所有这些，加上英伟达预测的 AI 基础设施支出到 2030 年将达到高达 4 万亿美元，为这家成长型公司在未来几年带来了良好的前景。今天，博通的股票在 51 倍的未来收益预期下看起来并不便宜。然而，重要的是要记住，博通的 AI 故事仍处于早期阶段，这一估值并未考虑到明年以后的收益。</p>
<p>博通刚刚开始展示其 AI 实力，在赢得客户和产生收入增长方面还有很大的发展空间。这就是为什么今天它是用 1000 美元购买并持有的最聪明的成长股，因为这个 AI 故事正在展开。</p>

博通

<p>成长股，特别是在人工智能和量子计算领域，因利率降低而大幅上涨。博通（Broadcom，股票代码：AVGO）作为人工智能市场的关键参与者，其人工智能芯片业务显著增长，包括最近的一笔 100 亿美元订单和 63% 的收入增长。分析师预测，人工智能市场将在下一个十年达到数万亿美元，这使得博通成为那些希望现在投资 1000 美元的投资者的明智选择。尽管其估值较高，但博通在人工智能领域未来增长的潜力依然强劲</p>

<p>Growth stocks have soared over the past two years, pushing the <strong>S&amp;P 500</strong> to record highs -- and this is thanks to a couple of things. First, investors are betting that technologies such as artificial intelligence (AI) and quantum computing will revolutionize how businesses operate, so they've piled into stocks present in these areas, growth stocks like <strong>Nvidia</strong> and <strong>Alphabet</strong>, just to name two examples. Second, investors are optimistic that a lower interest rate environment may support companies focused on growth and, therefore, have piled into these players.</p>
<div class="lb-trans"><p>成长股在过去两年中飙升，推动 <strong>标准普尔 500 指数</strong> 创下历史新高——这要归功于几个因素。首先，投资者押注于人工智能（AI）和量子计算等技术将彻底改变企业运营方式，因此他们纷纷投资于这些领域的股票，例如 <strong>英伟达</strong> 和 <strong>谷歌母公司 Alphabet</strong>，仅举两个例子。其次，投资者对低利率环境可能支持以增长为重点的公司持乐观态度，因此纷纷投资于这些公司。</p>
</div><p>This momentum may continue for quite a while as the AI and quantum stories are in their early days and interest rates have just begun to decrease. This means now is a great time to add growth stocks to your portfolio because they may still have plenty of room to run. It's also important to remember that even if the market environment shifts and growth stocks stumble, quality players are still likely to boost your portfolio significantly over the long run.</p>
<div class="lb-trans"><p>这种势头可能会持续相当长一段时间，因为 AI 和量子计算的故事仍处于早期阶段，而利率刚刚开始下降。这意味着现在是将成长股加入投资组合的绝佳时机，因为它们仍然有很大的上涨空间。还要记住，即使市场环境发生变化，成长股出现波动，优质公司仍可能在长期内显著提升你的投资组合。</p>
</div><p>With this in mind, let's check out the smartest growth stock to buy with $1,000 (or even less) right now.</p>
<div class="lb-trans"><p>考虑到这一点，让我们看看现在用 1000 美元（甚至更少）可以购买的最聪明的成长股。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzY1NzEvZ2V0dHktaGFwcHktY29sbGVhZ3Vlcy5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F836571%2Fgetty-happy-colleagues.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>A market that may top $1 trillion</h2>
<div class="lb-trans"><h2>可能超过 1 万亿美元的市场</h2>
</div><p>You probably won't be surprised when I tell you this company is present in the area of AI. After all, this industry represents significant opportunity in the years to come. Analysts predict that the AI market will reach into the trillions of dollars by the start of the next decade, up from about $300 billion today.</p>
<div class="lb-trans"><p>当我告诉你这家公司在 AI 领域时，你可能不会感到惊讶。毕竟，这个行业在未来几年代表着巨大的机会。分析师预测，到下个十年初，AI 市场将达到数万亿美元，而现在大约为 3000 亿美元。</p>
</div><p>This particular company plays a key role, has carved out an important niche, and recently announced impressive wins. I'm talking about networking giant <strong>Broadcom</strong>(AVGO -1.36%). This is the tech giant behind thousands of products found in smartphones, home connectivity devices, data center servers, and more.</p>
<div class="lb-trans"><p>这家公司在其中扮演着关键角色，开辟了一个重要的细分市场，并最近宣布了令人印象深刻的胜利。我说的是网络巨头 <strong>博通</strong>（AVGO -1.36%）。这家科技巨头是数千种产品的背后推手，这些产品出现在智能手机、家庭连接设备、数据中心服务器等多个领域。</p>
</div><p>Today, though, the business that's driving enormous growth at Broadcom is AI. Broadcom offers customers products they need to connect and drive communications among compute nodes in data centers -- and it's seen demand for its Tomahawk switches and Jericho routers soar. Broadcom recently launched the Jericho4 router, a tool that connects more than 1 million of the company's AI chips across data centers.</p>
<div class="lb-trans"><p>然而，今天推动博通巨大增长的业务是 AI。博通为客户提供他们在数据中心之间连接和驱动计算节点所需的产品——其 Tomahawk 交换机和 Jericho 路由器的需求激增。博通最近推出了 Jericho4 路由器，这是一种连接公司在数据中心中超过 100 万个 AI 芯片的工具。</p>
</div><h2>Carving out a niche</h2>
<div class="lb-trans"><h2>开辟细分市场</h2>
</div><p>This brings me to the subject of chips, and this is where I say Broadcom has carved out a niche with its extended processing units (XPUs). These AI chips don't necessarily compete directly with those of market leader, Nvidia, and here's why.</p>
<div class="lb-trans"><p>这让我谈到芯片，这也是我说博通在其扩展处理单元（XPUs）方面开辟了一个细分市场的地方。这些 AI 芯片并不一定直接与市场领导者英伟达的芯片竞争，原因如下。</p>
</div><p>While Nvidia's chips are general-purpose, providing incredible power for a broad range of tasks, Broadcom's XPUs are custom accelerators, designed for specific tasks. This is fantastic because it means Broadcom can offer customers something different and excel in this area -- and recent earnings reports and contracts have shown it's on the right path.</p>
<div class="lb-trans"><p>虽然英伟达的芯片是通用型的，能够为广泛的任务提供强大的性能，但博通的 XPUs 是为特定任务设计的定制加速器。这非常棒，因为这意味着博通可以为客户提供不同的产品，并在这一领域表现出色——最近的财报和合同显示它走在正确的道路上。</p>
</div><p>A few days ago, OpenAI announced it would deploy 10 gigawatts of Broadcom's XPUs from the second half of next year through 2029. (A gigawatt is the equivalent of 100 million LED bulbs, says the U.S. Department of Energy.)</p>
<div class="lb-trans"><p>几天前，OpenAI 宣布将从明年下半年到 2029 年部署 10 吉瓦的博通 XPUs。（根据美国能源部的说法，1 吉瓦相当于 1 亿个 LED 灯泡。）</p>
</div><p>This is a big deal because OpenAI, the research lab that created ChatGPT, is a key player in the development of AI and is working with the biggest players in the field, from Nvidia to <strong>Advanced Micro Devices</strong>. In its latest earnings call, Broadcom also spoke of a new $10 billion order for its XPUs (the company didn't reveal the customer's identity).</p>
<div class="lb-trans"><p>这非常重要，因为 OpenAI 是创建 ChatGPT 的研究实验室，是 AI 发展的关键参与者，并与该领域最大的参与者合作，从英伟达到 <strong>超微半导体 Advanced Micro Devices</strong>。在其最新的财报电话会议上，博通还提到了一项新的 100 亿美元的 XPUs 订单（该公司没有透露客户的身份）。</p>
</div><h2>AI revenue climbs 63%</h2>
<div class="lb-trans"><h2>AI 收入增长 63%</h2>
</div><p>And speaking of earnings, Broadcom has already seen tremendous growth from its AI business, with AI revenue increasing 63% to more than $5 billion in the last quarter. It expects the business to bring in more than $6 billion in the current quarter, which will represent 11 straight quarters of growth.</p>
<div class="lb-trans"><p>说到财报，博通的 AI 业务已经实现了巨大的增长，AI 收入在上个季度增长了 63%，超过 50 亿美元。预计该业务在当前季度将带来超过 60 亿美元，这将代表连续 11 个季度的增长。</p>
</div><p>All this, along with Nvidia's forecast for AI infrastructure spending to reach as much as $4 trillion by 2030, bodes well for this growth company in the years to come. Today, Broadcom stock doesn't look cheap at 51 times forward earnings estimates. However, it's important to remember that Broadcom is still in the early days of its AI story, and this valuation doesn't take into account earnings beyond next year.</p>
<div class="lb-trans"><p>所有这些，加上英伟达预测的 AI 基础设施支出到 2030 年将达到高达 4 万亿美元，为这家成长型公司在未来几年带来了良好的前景。今天，博通的股票在 51 倍的未来收益预期下看起来并不便宜。然而，重要的是要记住，博通的 AI 故事仍处于早期阶段，这一估值并未考虑到明年以后的收益。</p>
</div><p>Broadcom has just begun showing its AI strengths and has plenty of room to run when it comes to winning customers and generating revenue growth. That's why today, it's the smartest growth stock to buy with $1,000 and hold on to as this AI story plays out.</p>
<div class="lb-trans"><p>博通刚刚开始展示其 AI 实力，在赢得客户和产生收入增长方面还有很大的发展空间。这就是为什么今天它是用 1000 美元购买并持有的最聪明的成长股，因为这个 AI 故事正在展开。</p>
</div>

目前用 1000 美元购买的最佳成长股