<p>目前推动市场的最大趋势是 人工智能 (AI)，随着这一颠覆性技术仍处于早期阶段，未来十年这一趋势没有理由不会继续。</p>
<p>让我们来看两只领先的 AI 股票，适合在未来十年内买入并持有。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NDg4NDMvZ2V0dHlpbWFnZXMtMTQwMjQ1Mjg3Ni5qcGcmdz0zODQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="3840" height="2161" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NDg4NDMvZ2V0dHlpbWFnZXMtMTQwMjQ1Mjg3Ni5qcGcmdz0zODQw"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. 英伟达</h2>
<p>迄今为止，最大的 AI 赢家是 <strong>英伟达</strong>（NVDA +2.18%），该公司在未来十年仍然是最有利位置的公司之一。公司的 图形处理单元 (GPU) 已成为 AI 基础设施的支柱，市场份额约为 90%。然而，英伟达并没有止步不前，最近的两项重要收购便是明证。</p>
<p>其最近收购了 SchedMD，这是一家 Slurm 的开发者，这进一步扩大了其软件护城河。Slurm 是一个开源软件平台，用于协调 AI 芯片，虽然英伟达将保持其开源，但通过控制该平台，可以确保其芯片在使用该平台时得到最有效的管理。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="英伟达股票报价" width="80" height="80" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4"/></p>
<h2>NASDAQ: NVDA</h2>
<p>英伟达</p>
<p>今日变动</p>
<p>(2.18%) $4.07</p>
<p>当前价格</p>
<p>$190.57</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$4.5 万亿</p>
<p>日内区间</p>
<p>$189.57 - $191.86</p>
<p>52 周区间</p>
<p>$86.62 - $212.19</p>
<p>成交量</p>
<p>81 万</p>
<p>平均成交量</p>
<p>1.85 亿</p>
<p>毛利率</p>
<p>70.05%</p>
<p>股息收益率</p>
<p>0.02%</p>
<p>该公司还与 Groq 达成了一项明智的交易，签署了技术许可协议，并将吸纳其大部分员工。Groq 由 <strong>Alphabet</strong> 的热门张量处理单元 (TPU) 制造商创立，开发了一种专门用于 AI推理 的芯片，称为语言处理单元 (LPU)。英伟达将能够将这些芯片与其软件和网络系统紧密集成，以更好地应对推理市场，在该市场中，推理成本变得更加重要。</p>
<p>广告</p>
<p>英伟达在 AI 数据中心市场的地位源于其围绕芯片构建的生态系统。其 CUDA 软件平台是所有早期 AI 基础代码的编写之地，而今天，基于 CUDA 构建的库和工具为其芯片优化 AI 工作负载，形成了巨大的护城河，尤其是在 大型语言模型 (LLM) 训练方面。此外，其专有的 NVLink 互连系统使其芯片能够作为一个强大的单元运行，阻止在 AI 集群中混合使用不同的芯片。</p>
<p>总体而言，英伟达将继续从持续的 AI 竞争和数据中心建设中获益，这一趋势可能会持续到未来。</p>
<h2>2. 台湾半导体制造公司</h2>
<p>另一家独特地 positioned 受益于持续的 AI 数据中心建设的公司是 <strong>台湾半导体制造公司</strong>（TSM +3.92%）。台积电是全球最大的半导体制造商，并在制造先进芯片（如 GPU）方面占据主导地位。</p>
<p>制造先进芯片是一个困难的过程，英伟达的竞争对手在大规模生产高良率的先进芯片方面遇到了困难。事实上，路透社最近报道，英伟达在测试后决定不继续使用英特尔的 18A 生产工艺。与此同时，竞争对手 <strong>三星</strong> 在良率方面遇到困难后，已将重点转向高带宽内存芯片，而这一市场台积电并未直接参与。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL1RTTS5wbmcmdz0xMjg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="台湾半导体制造公司股票报价" width="80" height="80" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL1RTTS5wbmcmdz0xMjg"/></p>
<h2>NYSE: TSM</h2>
<p>台湾半导体制造公司</p>
<p>今日变动</p>
<p>(3.92%) $11.92</p>
<p>当前价格</p>
<p>$315.81</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$1.6 万亿</p>
<p>日内区间</p>
<p>$311.83 - $316.62</p>
<p>52 周区间</p>
<p>$134.25 - $316.62</p>
<p>成交量</p>
<p>12.2 万</p>
<p>平均成交量</p>
<p>1300 万</p>
<p>毛利率</p>
<p>57.75%</p>
<p>股息收益率</p>
<p>1.01%</p>
<p>这使得台积电可以说是 AI 价值链中最重要的公司之一，因为没有它，像英伟达这样的芯片设计师将无法大规模生产其芯片。因此，台积电已成为一个受重视的合作伙伴，与先进的芯片制造商密切合作，帮助他们缩小芯片节点并增加产能，以满足激增的需求。</p>
<p>该公司预计 AI 芯片需求在未来几年将以超过 40% 的 复合年增长率 (CAGR) 增长，并且它也在提高其服务的价格。这包括计划在 2026 年进行的一次不错的价格上涨。</p>
<p>总体而言，台积电是最有利位置的公司之一，能够从持续的 AI 基础设施建设中受益。同时，无论未来十年哪家芯片制造商获得市场份额，它都将获胜。</p>

英伟达

台积电

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>本文讨论了两只值得在未来十年内购买和持有的领先人工智能股票：英伟达和台积电。英伟达作为人工智能基础设施的主要参与者，在 GPU 市场占有 90% 的份额，通过收购和其 CUDA 软件平台扩展其能力。台积电是最大的半导体制造商，对于生产先进芯片至关重要，预计将受益于人工智能芯片需求 40% 的年复合增长率。两家公司都处于有利位置，可以利用正在进行的人工智能数据中心建设</p>

<p>The biggest trend driving the market right now is artificial intelligence (AI), and with the game-changing technology still in its early innings, there's no reason to think this won't continue over the next decade.</p>
<div class="lb-trans"><p>目前推动市场的最大趋势是 人工智能 (AI)，随着这一颠覆性技术仍处于早期阶段，未来十年这一趋势没有理由不会继续。</p>
</div><p>Let's look at two leading AI stocks to buy and hold for the next decade.</p>
<div class="lb-trans"><p>让我们来看两只领先的 AI 股票，适合在未来十年内买入并持有。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NDg4NDMvZ2V0dHlpbWFnZXMtMTQwMjQ1Mjg3Ni5qcGcmdz0zODQw" alt="Artist rendering of AI chip." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F848843%2Fgettyimages-1402452876.jpg&amp;w=3840&amp;op=resize"/></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>The biggest AI winner thus far has been <strong>Nvidia</strong>( NVDA +2.18%), and the company is still one of the best positioned to benefit over the next decade. The company's graphics processing units (GPUs) have become the backbone of AI infrastructure, holding an approximate 90% share in the space. However, Nvidia isn't sitting still, as seen by two recent important acquisitions.</p>
<div class="lb-trans"><p>迄今为止，最大的 AI 赢家是 <strong>英伟达</strong>（NVDA +2.18%），该公司在未来十年仍然是最有利位置的公司之一。公司的 图形处理单元 (GPU) 已成为 AI 基础设施的支柱，市场份额约为 90%。然而，英伟达并没有止步不前，最近的两项重要收购便是明证。</p>
</div><p>Its recent acquisition of SchedMD, the developer of Slurm, only widens its software moat. Slurm is an open-source software platform that's used to orchestrate AI chips, and while Nvidia will keep it open source, by controlling the platform, it can ensure that its chips will be managed the most efficiently using the platform.</p>
<div class="lb-trans"><p>其最近收购了 SchedMD，这是一家 Slurm 的开发者，这进一步扩大了其软件护城河。Slurm 是一个开源软件平台，用于协调 AI 芯片，虽然英伟达将保持其开源，但通过控制该平台，可以确保其芯片在使用该平台时得到最有效的管理。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4" alt="Nvidia Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FNVDA.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: NVDA</h2>
<div class="lb-trans"><h2>NASDAQ: NVDA</h2>
</div><p>Nvidia</p>
<div class="lb-trans"><p>英伟达</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(2.18%) $4.07</p>
<div class="lb-trans"><p>(2.18%) $4.07</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$190.57</p>
<div class="lb-trans"><p>$190.57</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$4.5T</p>
<div class="lb-trans"><p>$4.5 万亿</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$189.57 - $191.86</p>
<div class="lb-trans"><p>$189.57 - $191.86</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$86.62 - $212.19</p>
<div class="lb-trans"><p>$86.62 - $212.19</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>810K</p>
<div class="lb-trans"><p>81 万</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>185M</p>
<div class="lb-trans"><p>1.85 亿</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>70.05%</p>
<div class="lb-trans"><p>70.05%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.02%</p>
<div class="lb-trans"><p>0.02%</p>
</div><p>The company also made a smart deal for Groq, where it signed a technology license and will bring on the bulk of its employees. Groq was founded by the makers of <strong>Alphabet'</strong> s popular Tensor Processing Units (TPUs) and has developed a chip designed specifically for AI inference called language processing units (LPUs). Nvidia will be able to tightly integrate these chips with its software and networking system to better take on the inference market, where cost-per inference becomes a much more important factor.</p>
<div class="lb-trans"><p>该公司还与 Groq 达成了一项明智的交易，签署了技术许可协议，并将吸纳其大部分员工。Groq 由 <strong>Alphabet</strong> 的热门张量处理单元 (TPU) 制造商创立，开发了一种专门用于 AI推理 的芯片，称为语言处理单元 (LPU)。英伟达将能够将这些芯片与其软件和网络系统紧密集成，以更好地应对推理市场，在该市场中，推理成本变得更加重要。</p>
</div><p>Advertisement</p>
<div class="lb-trans"><p>广告</p>
</div><p>Nvidia's position in the AI data center market stems from the ecosystem it has built around its chips. Its CUDA software platform is where all early AI foundational code was written, and today, the libraries and tools built on top of CUDA to optimize its chips for AI workloads create a huge moat, especially when it comes to large language model (LLM) training. In addition, its proprietary NVLink interconnect system enables its chips to function as a single, powerful unit, discouraging the mixing and matching of chips in AI clusters.</p>
<div class="lb-trans"><p>英伟达在 AI 数据中心市场的地位源于其围绕芯片构建的生态系统。其 CUDA 软件平台是所有早期 AI 基础代码的编写之地，而今天，基于 CUDA 构建的库和工具为其芯片优化 AI 工作负载，形成了巨大的护城河，尤其是在 大型语言模型 (LLM) 训练方面。此外，其专有的 NVLink 互连系统使其芯片能够作为一个强大的单元运行，阻止在 AI 集群中混合使用不同的芯片。</p>
</div><p>Overall, Nvidia is set to continue to reap the rewards from the ongoing AI race and data center buildout that is likely to continue well into the future.</p>
<div class="lb-trans"><p>总体而言，英伟达将继续从持续的 AI 竞争和数据中心建设中获益，这一趋势可能会持续到未来。</p>
</div><h2>2. Taiwan Semiconductor Manufacturing</h2>
<div class="lb-trans"><h2>2. 台湾半导体制造公司</h2>
</div><p>Another company uniquely positioned to benefit from the ongoing AI data center buildout is <strong>Taiwan Semiconductor Manufacturing</strong>( TSM +3.92%). TSMC is the largest semiconductor manufacturer in the world and has a tight grip on making advanced chips, like GPUs.</p>
<div class="lb-trans"><p>另一家独特地 positioned 受益于持续的 AI 数据中心建设的公司是 <strong>台湾半导体制造公司</strong>（TSM +3.92%）。台积电是全球最大的半导体制造商，并在制造先进芯片（如 GPU）方面占据主导地位。</p>
</div><p>Making advanced chips is a difficult process, and Nvidia's competitors have struggled to manufacture advanced chips with high yields at scale. In fact, Reuters recently reported that Nvidia decided, after testing, not to go forward with using Intel's 18A production process. Rival <strong>Samsung</strong>, meanwhile, after struggling with yields, has turned its focus more toward high-bandwidth memory chips, a market that TSMC does not participate in directly.</p>
<div class="lb-trans"><p>制造先进芯片是一个困难的过程，英伟达的竞争对手在大规模生产高良率的先进芯片方面遇到了困难。事实上，路透社最近报道，英伟达在测试后决定不继续使用英特尔的 18A 生产工艺。与此同时，竞争对手 <strong>三星</strong> 在良率方面遇到困难后，已将重点转向高带宽内存芯片，而这一市场台积电并未直接参与。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL1RTTS5wbmcmdz0xMjg" alt="Taiwan Semiconductor Manufacturing Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FTSM.png&amp;w=128&amp;op=resize"/></p>
<h2>NYSE: TSM</h2>
<div class="lb-trans"><h2>NYSE: TSM</h2>
</div><p>Taiwan Semiconductor Manufacturing</p>
<div class="lb-trans"><p>台湾半导体制造公司</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(3.92%) $11.92</p>
<div class="lb-trans"><p>(3.92%) $11.92</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$315.81</p>
<div class="lb-trans"><p>$315.81</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$1.6T</p>
<div class="lb-trans"><p>$1.6 万亿</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$311.83 - $316.62</p>
<div class="lb-trans"><p>$311.83 - $316.62</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$134.25 - $316.62</p>
<div class="lb-trans"><p>$134.25 - $316.62</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>122K</p>
<div class="lb-trans"><p>12.2 万</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>13M</p>
<div class="lb-trans"><p>1300 万</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>57.75%</p>
<div class="lb-trans"><p>57.75%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>1.01%</p>
<div class="lb-trans"><p>1.01%</p>
</div><p>This has made TSMC arguably one of the most important companies in the AI value chain, as without it, chip designers like Nvidia would not be able to produce their chips at scale. As such, TSMC has become a valued partner, working closely with advanced chipmakers to help them shrink the nodes of their chips and increase capacity to meet soaring demand.</p>
<div class="lb-trans"><p>这使得台积电可以说是 AI 价值链中最重要的公司之一，因为没有它，像英伟达这样的芯片设计师将无法大规模生产其芯片。因此，台积电已成为一个受重视的合作伙伴，与先进的芯片制造商密切合作，帮助他们缩小芯片节点并增加产能，以满足激增的需求。</p>
</div><p>The company sees AI chip demand increasing at an over 40% compound annual growth rate (CAGR) over the next few years, and it has also been raising prices for its services. This includes a nice price hike scheduled for 2026.</p>
<div class="lb-trans"><p>该公司预计 AI 芯片需求在未来几年将以超过 40% 的 复合年增长率 (CAGR) 增长，并且它也在提高其服务的价格。这包括计划在 2026 年进行的一次不错的价格上涨。</p>
</div><p>Overall, TSMC is one of the best-positioned companies to benefit from the ongoing AI infrastructure buildout. Meanwhile, it is set to win no matter which chipmakers gain share over the next decade.</p>
<div class="lb-trans"><p>总体而言，台积电是最有利位置的公司之一，能够从持续的 AI 基础设施建设中受益。同时，无论未来十年哪家芯片制造商获得市场份额，它都将获胜。</p>
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2 Artificial Intelligence Stocks You Can Buy and Hold for the Next Decade

- 人工智能市场正在快速发展，预计将持续十年。  
- 英伟达和台积电是领先的 AI 股票，具备长期投资价值。  
- 英伟达在 AI 基础设施中占 90% 市场份额，台积电是重要的芯片制造商。

两只人工智能股票，你可以在未来十年买入并持有