<p>今天坐在这里，像 <strong>美光科技</strong> 这样的股票市值突破了 1 万亿美元，并在一年内实现了 10 倍的收益，这让你感觉似乎没有机会再购买人工智能（ AI）股票。像 <strong>英伟达</strong> 这样的股票在过去几年中一直在飙升，现在的估值也很高，如果人工智能支出热潮减退，将面临重大下行风险。</p>
<p>如果我告诉你仍然有便宜的人工智能股票可以购买呢？你只需向海外寻找即可。以下是为什么 <strong>Coupang</strong>（ CPNG +2.56%）是你现在可以购买的唯一一只人工智能股票，如果你错过了英伟达、美光和其他过去几年的赢家。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0NQTkcucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Coupang 股票报价" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0NQTkcucG5nJnc9MTI4"/></p>
<h2>NYSE: CPNG</h2>
<p>Coupang</p>
<p>今日变动</p>
<p>(2.56%) $0.41</p>
<p>当前价格</p>
<p>$16.61</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$300 亿</p>
<p>日内区间</p>
<p>$16.11 - $16.74</p>
<p>52 周区间</p>
<p>$15.03 - $34.08</p>
<p>成交量</p>
<p>643.6K</p>
<p>平均成交量</p>
<p>21.9M</p>
<p>毛利率</p>
<p>28.81%</p>
<h2>韩国的人工智能科技公司</h2>
<p>Coupang 的主要业务是电子商务市场，构建方式类似于 <strong>亚马逊</strong>。与硅谷的主要人工智能公司不同，Coupang 正在其在韩国的庞大仓库网络中，从机器人和自动化的角度使用人工智能。它希望最大化仓库中机器人的使用，以节省时间和成本，并更快地将商品送达客户。</p>
<p>除了电子商务，Coupang 还在其广告、金融科技和食品配送部门利用人工智能。它希望利用自动化来改善客户体验，同时最大化利润。人工智能不仅仅是当今消费者所熟悉的聊天机器人。</p>
<p>在更直接的投资方面，Coupang 最近推出了所谓的 Coupang 智能云（CIC），正在为自己以及潜在的第三方客户建立人工智能数据中心。在宣布不到一年后，目前尚不清楚 Coupang 计划在其人工智能云中投资的雄心有多大，但这显示出该科技公司在将人工智能融入其业务方面的专注程度。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzE5NDIvYWk3LmpwZyZ3PTM4NDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzE5NDIvYWk3LmpwZyZ3PTM4NDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>巨大的经济增长机会</h2>
<p>Coupang 有 2400 万活跃客户，接近韩国人口的一半。他们因其快速的配送和低价的广泛产品选择而涌向该服务。在过去的 12 个月中，该业务产生了 350 亿美元的收入，主要来自其在韩国的 电子商务平台。</p>
<p>我们可能会看到韩国消费者零售支出的催化剂，这完全与人工智能热潮有关。内存芯片的供应短缺正在推高价格，这极大地惠及韩国半导体巨头 <strong>三星</strong> 和 <strong>SK 海力士</strong>。由于这一巨大的利润提升，这两家公司正在向员工支付奖金，预计到 2026 年总额可能达到 400 亿美元。考虑到国家总收入为 1 万亿美元，这相当于 4% 的增长，直接进入消费者的口袋，用于购买可自由支配的商品，希望能在 Coupang 上消费。</p>
<p>从长远来看，电子商务的支出将超过面对面购物，这将推动 Coupang 及其在食品配送等其他类别的扩张。根据管理层的说法，它还在台湾进行了积极的扩张，收入同比增长超过 100%——尽管基数较小。</p>
<p></p>
<p>CPNG 收入（TTM） 数据来源于 YCharts</p>
<h2>为什么 Coupang 股票今天是一个绝佳的购买机会</h2>
<p>许多变动因素可能会影响 Coupang 近期的盈利能力。它可能会受到韩国内存芯片热潮的提振，而来自其在台湾扩张的损失上升可能会对利润构成阻力。</p>
<p>重要的是通过 Coupang 卓越的服务提供建立的客户忠诚度，这将导致持久的收入增长和长期的运营杠杆。目前，Coupang 的市值仅为 295.5 亿美元，收入为 350 亿美元。预计收入将持续增长，受到多重有利因素的推动。假设收入增长率为 12%，Coupang 的收入将在五年内接近翻倍，达到 617 亿美元。</p>
<p>在这 617 亿美元的收入中，微薄的 10% 利润率 为 62 亿美元的收益，或不到其当前市值的 5 倍。这使得 Coupang 股票极其便宜。保持耐心，Coupang 可以成为未来五年为你的投资组合带来巨大收益的科技股，就像英伟达在过去五年中所做的那样。</p>

CPNG

英伟达

2 倍做空 NVDA ETF - GraniteShares

<p>这篇文章推荐 Coupang (CPNG) 作为被低估的人工智能股票，替代英伟达。Coupang 在其电子商务、机器人技术和云服务中整合了人工智能。作者强调，由于半导体行业奖金带来的消费者支出增加以及向台湾扩展，Coupang 有潜在的增长，认为该股票相对于未来的收入预测而言价格便宜</p>

<p>Sitting here today, with stocks like <strong>Micron Technology</strong> zooming past a $1 trillion market cap and delivering 10x gains in a year, can make you feel like there is no opportunity left to buy artificial intelligence ( AI) stocks. Stocks like <strong>Nvidia</strong> have been soaring for the last few years, and now trade at premium valuations with major downside risks if the AI spending boom peters out.</p>
<div class="lb-trans"><p>今天坐在这里，像 <strong>美光科技</strong> 这样的股票市值突破了 1 万亿美元，并在一年内实现了 10 倍的收益，这让你感觉似乎没有机会再购买人工智能（ AI）股票。像 <strong>英伟达</strong> 这样的股票在过去几年中一直在飙升，现在的估值也很高，如果人工智能支出热潮减退，将面临重大下行风险。</p>
</div><p>What if I told you there were still cheap AI stocks to buy? You just have to look abroad in order to find them. Here's why <strong>Coupang</strong>( CPNG +2.56%) is the one AI stock you can buy right now if you missed out on Nvidia, Micron, and other winners of the last few years.</p>
<div class="lb-trans"><p>如果我告诉你仍然有便宜的人工智能股票可以购买呢？你只需向海外寻找即可。以下是为什么 <strong>Coupang</strong>（ CPNG +2.56%）是你现在可以购买的唯一一只人工智能股票，如果你错过了英伟达、美光和其他过去几年的赢家。</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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0NQTkcucG5nJnc9MTI4" alt="Coupang Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FCPNG.png&amp;w=128&amp;op=resize"/></p>
<h2>NYSE: CPNG</h2>
<div class="lb-trans"><h2>NYSE: CPNG</h2>
</div><p>Coupang</p>
<div class="lb-trans"><p>Coupang</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(2.56%) $0.41</p>
<div class="lb-trans"><p>(2.56%) $0.41</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$16.61</p>
<div class="lb-trans"><p>$16.61</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>$30B</p>
<div class="lb-trans"><p>$300 亿</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$16.11 - $16.74</p>
<div class="lb-trans"><p>$16.11 - $16.74</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$15.03 - $34.08</p>
<div class="lb-trans"><p>$15.03 - $34.08</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>643.6K</p>
<div class="lb-trans"><p>643.6K</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>21.9M</p>
<div class="lb-trans"><p>21.9M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>28.81%</p>
<div class="lb-trans"><p>28.81%</p>
</div><h2>AI tech company in South Korea</h2>
<div class="lb-trans"><h2>韩国的人工智能科技公司</h2>
</div><p>Coupang's main business is an e-commerce marketplace, built in a similar manner to <strong>Amazon</strong>. Unlike the mainline AI companies in Silicon Valley, Coupang is using AI from a robotics and automation perspective across its vast network of warehouses in South Korea. It wants to maximize the use of robots in its warehouses to save time and money and deliver items to customers faster.</p>
<div class="lb-trans"><p>Coupang 的主要业务是电子商务市场，构建方式类似于 <strong>亚马逊</strong>。与硅谷的主要人工智能公司不同，Coupang 正在其在韩国的庞大仓库网络中，从机器人和自动化的角度使用人工智能。它希望最大化仓库中机器人的使用，以节省时间和成本，并更快地将商品送达客户。</p>
</div><p>Outside of e-commerce, Coupang utilizes AI within its advertising, financial technology, and food delivery divisions. It wants to use automation to improve the customer journey while simultaneously maximizing profits. AI is more than the chatbots popular with consumers today.</p>
<div class="lb-trans"><p>除了电子商务，Coupang 还在其广告、金融科技和食品配送部门利用人工智能。它希望利用自动化来改善客户体验，同时最大化利润。人工智能不仅仅是当今消费者所熟悉的聊天机器人。</p>
</div><p>In a more direct investment, Coupang recently launched what it calls the Coupang Intelligent Cloud (CIC), which is building AI data centers for itself and, potentially, third-party customers. Sitting less than a year after the announcement, it is unclear exactly how ambitious Coupang plans to invest in its AI cloud, but it shows how laser-focused the technology company is on layering in AI into its business.</p>
<div class="lb-trans"><p>在更直接的投资方面，Coupang 最近推出了所谓的 Coupang 智能云（CIC），正在为自己以及潜在的第三方客户建立人工智能数据中心。在宣布不到一年后，目前尚不清楚 Coupang 计划在其人工智能云中投资的雄心有多大，但这显示出该科技公司在将人工智能融入其业务方面的专注程度。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzE5NDIvYWk3LmpwZyZ3PTM4NDA" alt="An AI ball pit with someone reaching their arm out asking for help. " original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F871942%2Fai7.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>Huge economic growth opportunity</h2>
<div class="lb-trans"><h2>巨大的经济增长机会</h2>
</div><p>There are 24 million active Coupang customers, which is close to half the population of South Korea. They flock to the service because of its rapid delivery and wide product selection at low prices. Over the last 12 months, the business has generated $35 billion in revenue, primarily from its e-commerce platform in South Korea.</p>
<div class="lb-trans"><p>Coupang 有 2400 万活跃客户，接近韩国人口的一半。他们因其快速的配送和低价的广泛产品选择而涌向该服务。在过去的 12 个月中，该业务产生了 350 亿美元的收入，主要来自其在韩国的 电子商务平台。</p>
</div><p>We may see a catalyst in consumer retail spending in South Korea, and it is entirely related to the AI boom. Supply shortages for memory chips are driving up prices, which greatly benefits South Korean semiconductor giants <strong>Samsung</strong> and <strong>SK Hynix</strong>. Because of this massive profit boost, the two companies are paying bonuses to employees that could total $40 billion combined in 2026. With total national income at $1 trillion, this is a 4% increase that goes straight to customer wallets to spend on discretionary items, hopefully on Coupang.</p>
<div class="lb-trans"><p>我们可能会看到韩国消费者零售支出的催化剂，这完全与人工智能热潮有关。内存芯片的供应短缺正在推高价格，这极大地惠及韩国半导体巨头 <strong>三星</strong> 和 <strong>SK 海力士</strong>。由于这一巨大的利润提升，这两家公司正在向员工支付奖金，预计到 2026 年总额可能达到 400 亿美元。考虑到国家总收入为 1 万亿美元，这相当于 4% 的增长，直接进入消费者的口袋，用于购买可自由支配的商品，希望能在 Coupang 上消费。</p>
</div><p>Over the long term, greater spending on e-commerce than on in-person shopping should drive growth for Coupang and its expansion into other categories, such as food delivery. It has also made an aggressive expansion play into Taiwan, where revenue is growing by more than 100% year over year -- albeit from a small base -- according to management.</p>
<div class="lb-trans"><p>从长远来看，电子商务的支出将超过面对面购物，这将推动 Coupang 及其在食品配送等其他类别的扩张。根据管理层的说法，它还在台湾进行了积极的扩张，收入同比增长超过 100%——尽管基数较小。</p>
</div><p></p>
<div class="lb-trans"><p></p>
</div><p>CPNG Revenue (TTM) data by YCharts</p>
<div class="lb-trans"><p>CPNG 收入（TTM） 数据来源于 YCharts</p>
</div><h2>Why Coupang stock is a fantastic buy today</h2>
<div class="lb-trans"><h2>为什么 Coupang 股票今天是一个绝佳的购买机会</h2>
</div><p>A lot of moving parts could impact Coupang's profitability in the near term. It may get a boost from this South Korean memory chip boom, while headwinds to profits may arise from rising losses from its expansion into Taiwan.</p>
<div class="lb-trans"><p>许多变动因素可能会影响 Coupang 近期的盈利能力。它可能会受到韩国内存芯片热潮的提振，而来自其在台湾扩张的损失上升可能会对利润构成阻力。</p>
</div><p>What matters is the customer loyalty being built through Coupang's superior service offering, leading to durable revenue growth and long-term operating leverage. Right now, Coupang has a market cap of only $29.55 billion and revenue of $35 billion. Revenue should grow durably, driven by multiple tailwinds. Assuming a 12% revenue growth rate, Coupang's revenue will have close to doubled to $61.7 billion five years from now.</p>
<div class="lb-trans"><p>重要的是通过 Coupang 卓越的服务提供建立的客户忠诚度，这将导致持久的收入增长和长期的运营杠杆。目前，Coupang 的市值仅为 295.5 亿美元，收入为 350 亿美元。预计收入将持续增长，受到多重有利因素的推动。假设收入增长率为 12%，Coupang 的收入将在五年内接近翻倍，达到 617 亿美元。</p>
</div><p>A measly 10% profit margin on this $61.7 billion in revenue is $6.2 billion in earnings, or less than 5 times its current market value. This makes Coupang stock incredibly cheap. Stay patient, Coupang can be the tech stock that delivers massive gains in your portfolio over the next five years, just as Nvidia has for the last five.</p>
<div class="lb-trans"><p>在这 617 亿美元的收入中，微薄的 10% 利润率 为 62 亿美元的收益，或不到其当前市值的 5 倍。这使得 Coupang 股票极其便宜。保持耐心，Coupang 可以成为未来五年为你的投资组合带来巨大收益的科技股，就像英伟达在过去五年中所做的那样。</p>
</div>

Missed Out on Nvidia? Here's 1 AI Stock You Can Buy Right Now.

- 韩国家居电商平台 Coupang 利用 AI 提高运营效率，吸引近 2400 万活跃用户。  
- 预计因半导体行业繁荣，消费者零售支出将上升，促使 Coupang 未来收入增长。  
- 市值仅 295.5 亿美元，预计五年后收益将达 62 亿美元，股票价值显著低估。

错过了 NVIDIA？这里有一只你现在可以购买的 AI 股票