<p>半導體行業多年來一直是長期投資者可靠的領域。許多芯片製造商受益於人工智能的助推，因為公司們急於利用這項新技術。半導體還廣泛應用於日常設備和家電，如計算機、汽車和冰箱。</p>
<p>投資者只需看看 <strong>iShares 半導體 ETF</strong>（納斯達克股票代碼：<strong>SOXX</strong>）就能看出半導體股票表現如何超越了股市。該 ETF 今年迄今已上漲了 31%，過去五年更是驚人地增長了 287%。<strong>標普 500 指數</strong> 十多年來都沒有產生這樣的回報。</p>
<p>半導體股票已經為那些早期入市的投資者創造了世代財富，但對於現在開始投資的人來説，還有更多收益。一些投資者可以建立頭寸，並在時機成熟時將其傳給子孫。這三隻半導體股票有很多長期潛力，特別是如果您有長期眼界。</p>
<h2>英偉達（NVDA）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?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://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>圖片來源：gguy / Shutterstock.com</p>
<p><strong>英偉達</strong>（納斯達克股票代碼：<strong>NVDA</strong>）一直是推動標普 500 指數創下歷史新高的巨無霸。它也是 iShares 半導體 ETF 中的最大持倉。雖然該 ETF 表現不俗，但英偉達的表現更是創紀錄。</p>
<p>該股票今年迄今已翻倍以上，在過去五年中增長了超過 2700%。然而，短期內存在一些弱勢。英偉達正在經歷一個短暫的休整期，導致股價從歷史高點下跌了 12%。隨着股票分拆終於完成，股價有所降温，但公司的財務狀況仍然令人難以置信。</p>
<p>財報顯示，英偉達 2025 財年第一季度營收同比增長 262%，淨利潤同比激增 462%。英偉達仍在報告兩位數的環比增長率。該芯片製造商還表示，根據其預測的 2025 財年第二季度營收為 280 億美元，增長將繼續。該股在華爾街擁有許多支持者，目前被評為強烈買入。最高目標價為每股 200 美元，表明股價從當前水平還可以上漲約 70%。</p>
<h2>高通（QCOM）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?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://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>圖片來源：photobyphm / Shutterstock.com</p>
<p><strong>高通</strong>（納斯達克股票代碼：<strong>QCOM</strong>）是人工智能熱潮中的後來者。這家芯片製造商今年迄今上漲了 43%，在過去五年裏幾乎翻了兩番。與大多數半導體股票不同，高通有一個目前為 1.69% 的可觀股息率。該公司有一個提高股息的良好歷史。高通今年早些時候將季度股息從 0.80 美元提高到 0.85 美元每股。這意味着年同比增長 6.25%。</p>
<p>該半導體公司最近報告，2024 財年第二季度營收同比增長 1%，淨利潤同比增長 37%。高通在過去幾個季度經歷了一些逆風，因此看到公司報告正面營收增長是件好事。該公司即將推出其驍龍 X 平台，這些推出讓高通在多個產品類別中實現領先的設備 AI 功能，引發了更多的興奮。</p>
<p>高通目前被 29 位分析師評為中性買入。最高目標價為每股 270 美元，表明有望上漲 34%。</p>
<h2>新思科技（SNPS）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?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://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>圖片來源：T. Schneider / Shutterstock.com</p>
<p><strong>新思科技</strong>（納斯達克股票代碼：<strong>SNPS</strong>）在華爾街擁有眾多支持者。分析師們將該股評為強烈買入，並認為其比當前水平有 9% 的上漲空間。這家芯片製造商今年迄今上漲了 19%，在過去五年裏增長了 363%。該股的市盈率為 65，市值接近 1000 億美元。</p>
<p>新思科技的芯片已經為創新提供動力超過 35 年。您會發現新思科技在機器學習技術、自動駕駛汽車、雲計算、5G 連接等領域發揮作用。新思科技還擁有不斷增長的軟件目錄，其中包括對 <strong>Ansys</strong>（納斯達克股票代碼：<strong>ANSS</strong>）的即將收購。</p>
<p>該芯片製造商報告，2024 財年第二季度營收同比增長 15%，達到 14.55 億美元。淨利潤為 2.921 億美元，同比增長 7%。新思科技以 20.1% 的淨利潤率結束了該季度。</p>
<p>_在本文發佈之日，Marc Guberti 持有英偉達和新思科技的多頭頭寸。本文中表達的觀點屬於作者個人，遵守 InvestorPlace.com 的發佈準則。</p>
<p>Marc Guberti 是 InvestorPlace.com 的金融自由撰稿人，主持 Breakthrough Success Podcast。他為多家出版物做出了貢獻，包括美國新聞與世界報道、財經新聞網和 Joy Wallet。</p>
<p>半導體、科技</p>

新思科技

半導體 3 倍做多 - Direxion

半導體

費城交易所 半導體 ETF - iShares

高通

半導體 3 倍做空 - Direxion

<p>半導體行業長期以來一直是可靠的投資領域，芯片製造商受益於人工智能技術。 iShares 半導體 ETF 在股市表現出色，今年以來上漲了 31%，過去五年上漲了 287%。具有長期潛力的三家半導體股票是英偉達、高通和新思科技。英偉達經歷了顯著增長，而高通提供可觀的收益率和正面的營收增長。新思科技在機器學習、自動駕駛汽車和雲計算領域具有強大的影響力</p>

<p>The semiconductor industry has been a reliable segment for long-term investors for many years. Many chipmakers have benefitted from artificial intelligence tailwinds as companies rush to capitalize on the new technology. Semiconductors are also found in everyday devices and appliances, such as computers, cars, and refrigerators.</p>
<div class="lb-trans"><p>半導體行業多年來一直是長期投資者可靠的領域。許多芯片製造商受益於人工智能的助推，因為公司們急於利用這項新技術。半導體還廣泛應用於日常設備和家電，如計算機、汽車和冰箱。</p>
</div><p>Investors have to look no further than the <strong>iShares Semiconductor ETF</strong> (NASDAQ: <strong>SOXX</strong>) to see how much semiconductor stocks have been outperforming the stock market. This ETF has gained 31% year-to-date and has gained an astonishing 287% over the past five years. The <strong>S&amp;P 500</strong> hasn’t generated that same return in more than a decade.</p>
<div class="lb-trans"><p>投資者只需看看 <strong>iShares 半導體 ETF</strong>（納斯達克股票代碼：<strong>SOXX</strong>）就能看出半導體股票表現如何超越了股市。該 ETF 今年迄今已上漲了 31%，過去五年更是驚人地增長了 287%。<strong>標普 500 指數</strong> 十多年來都沒有產生這樣的回報。</p>
</div><p>Semiconductor stocks have already produced generational wealth for investors who got started early, but there are more gains in store for people who get started now. Some investors can start positions and pass them on to their grandchildren when the time arrives. These three semiconductor stocks have plenty of long-term promise, especially if you have a long-term horizon.</p>
<div class="lb-trans"><p>半導體股票已經為那些早期入市的投資者創造了世代財富，但對於現在開始投資的人來説，還有更多收益。一些投資者可以建立頭寸，並在時機成熟時將其傳給子孫。這三隻半導體股票有很多長期潛力，特別是如果您有長期眼界。</p>
</div><h2>Nvidia (NVDA)</h2>
<div class="lb-trans"><h2>英偉達（NVDA）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: gguy / Shutterstock.com</p>
<div class="lb-trans"><p>圖片來源：gguy / Shutterstock.com</p>
</div><p><strong>Nvidia</strong> (NASDAQ: <strong>NVDA</strong>) has been a juggernaut that has carried the S&amp;P 500 to all-time highs. It’s also the largest holding in the iShares Semiconductor ETF. While that ETF has performed well, Nvidia has been on a historic pace.</p>
<div class="lb-trans"><p><strong>英偉達</strong>（納斯達克股票代碼：<strong>NVDA</strong>）一直是推動標普 500 指數創下歷史新高的巨無霸。它也是 iShares 半導體 ETF 中的最大持倉。雖然該 ETF 表現不俗，但英偉達的表現更是創紀錄。</p>
</div><p>The stock has more than doubled year-to-date and has gained more than 2,700% over the past five years. However, there is some short-term weakness. Nvidia is entering a brief breather that has resulted in a 12% decline from its all-time high. There’s a slight cooldown with the stock split finally done, but the company’s financials remain incredible.</p>
<div class="lb-trans"><p>該股票今年迄今已翻倍以上，在過去五年中增長了超過 2700%。然而，短期內存在一些弱勢。英偉達正在經歷一個短暫的休整期，導致股價從歷史高點下跌了 12%。隨着股票分拆終於完成，股價有所降温，但公司的財務狀況仍然令人難以置信。</p>
</div><p>Revenue increased by 262% year-over-year in Q1 FY25 while net income surged by 462% year-over-year. Nvidia is still reporting double-digit sequential growth rates. The chipmaker also indicated growth will continue, based on its forecasted revenue of $28.0 billion in Q2 FY25. The stock has many supporters in Wall Street and is currently rated as a Strong Buy. The highest price target of $200 per share suggests that the stock can gain roughly 70% from current levels.</p>
<div class="lb-trans"><p>財報顯示，英偉達 2025 財年第一季度營收同比增長 262%，淨利潤同比激增 462%。英偉達仍在報告兩位數的環比增長率。該芯片製造商還表示，根據其預測的 2025 財年第二季度營收為 280 億美元，增長將繼續。該股在華爾街擁有許多支持者，目前被評為強烈買入。最高目標價為每股 200 美元，表明股價從當前水平還可以上漲約 70%。</p>
</div><h2>Qualcomm (QCOM)</h2>
<div class="lb-trans"><h2>高通（QCOM）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: photobyphm / Shutterstock.com</p>
<div class="lb-trans"><p>圖片來源：photobyphm / Shutterstock.com</p>
</div><p><strong>Qualcomm</strong> (NASDAQ: <strong>QCOM</strong>) is a late bloomer in the AI boom. The chipmaker has rallied by 43% year-to-date and has almost tripled over the past five years. Unlike most semiconductor stocks, Qualcomm has a respectable yield that currently comes in at 1.69%. The company has a good history of raising its dividend. Qualcomm hiked its quarterly dividend from $0.80 to $0.85 per share earlier this year. That’s a 6.25% year-over-year increase.</p>
<div class="lb-trans"><p><strong>高通</strong>（納斯達克股票代碼：<strong>QCOM</strong>）是人工智能熱潮中的後來者。這家芯片製造商今年迄今上漲了 43%，在過去五年裏幾乎翻了兩番。與大多數半導體股票不同，高通有一個目前為 1.69% 的可觀股息率。該公司有一個提高股息的良好歷史。高通今年早些時候將季度股息從 0.80 美元提高到 0.85 美元每股。這意味着年同比增長 6.25%。</p>
</div><p>The semiconductor firm recently reported 1% year-over-year revenue growth and 37% year-over-year net income growth in Q2 FY24. Qualcomm has endured headwinds for several quarters, so it’s nice to see the company report positive revenue growth. The company’s upcoming launches of its Snapdragon X platforms are generating more excitement as Qualcomm enables leading on-device AI capabilities across multiple product categories.</p>
<div class="lb-trans"><p>該半導體公司最近報告，2024 財年第二季度營收同比增長 1%，淨利潤同比增長 37%。高通在過去幾個季度經歷了一些逆風，因此看到公司報告正面營收增長是件好事。該公司即將推出其驍龍 X 平台，這些推出讓高通在多個產品類別中實現領先的設備 AI 功能，引發了更多的興奮。</p>
</div><p>Qualcomm is currently rated as a Moderate Buy among 29 analysts. The highest price target of $270 per share suggests a potential 34% upside.</p>
<div class="lb-trans"><p>高通目前被 29 位分析師評為中性買入。最高目標價為每股 270 美元，表明有望上漲 34%。</p>
</div><h2>Synopsys (SNPS)</h2>
<div class="lb-trans"><h2>新思科技（SNPS）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: T. Schneider / Shutterstock.com</p>
<div class="lb-trans"><p>圖片來源：T. Schneider / Shutterstock.com</p>
</div><p><strong>Synopsys</strong>(NASDAQ: <strong>SNPS</strong>) has plenty of supporters on Wall Street. Analysts have rated the stock as a Strong Buy and believe that it has a 9% upside from current levels. The chipmaker has generated a 19% year-to-date gain and is up by 363% over the past five years. The stock trades at a 65 P/E ratio and is approaching a $100 billion market cap.</p>
<div class="lb-trans"><p><strong>新思科技</strong>（納斯達克股票代碼：<strong>SNPS</strong>）在華爾街擁有眾多支持者。分析師們將該股評為強烈買入，並認為其比當前水平有 9% 的上漲空間。這家芯片製造商今年迄今上漲了 19%，在過去五年裏增長了 363%。該股的市盈率為 65，市值接近 1000 億美元。</p>
</div><p>Synopsys’ chips have been powering innovations for more than 35 years. You’ll find Synopsys playing a role in machine learning technology, self-driving cars, cloud computing, 5G connections, and more areas. Synopsys also has a growing software catalog which includes a pending acquisition of <strong>Ansys</strong> (NASDAQ: <strong>ANSS</strong>).</p>
<div class="lb-trans"><p>新思科技的芯片已經為創新提供動力超過 35 年。您會發現新思科技在機器學習技術、自動駕駛汽車、雲計算、5G 連接等領域發揮作用。新思科技還擁有不斷增長的軟件目錄，其中包括對 <strong>Ansys</strong>（納斯達克股票代碼：<strong>ANSS</strong>）的即將收購。</p>
</div><p>The chipmaker reported 15% year-over-year revenue growth in Q2 FY24 to reach $1.455 billion for the quarter. Net income came in at $292.1 million which represents a 7% year-over-year improvement. Synopsys closed out the quarter with a 20.1% net profit margin.</p>
<div class="lb-trans"><p>該芯片製造商報告，2024 財年第二季度營收同比增長 15%，達到 14.55 億美元。淨利潤為 2.921 億美元，同比增長 7%。新思科技以 20.1% 的淨利潤率結束了該季度。</p>
</div><p><em>On this date of publication, Marc Guberti held long positions in NVDA and SNPS. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.</em></p>
<div class="lb-trans"><p>_在本文發佈之日，Marc Guberti 持有英偉達和新思科技的多頭頭寸。本文中表達的觀點屬於作者個人，遵守 InvestorPlace.com 的發佈準則。</p>
</div><p>Marc Guberti is a finance freelance writer at InvestorPlace.com who hosts the Breakthrough Success Podcast. He has contributed to several publications, including the U.S. News &amp; World Report, Benzinga, and Joy Wallet.</p>
<div class="lb-trans"><p>Marc Guberti 是 InvestorPlace.com 的金融自由撰稿人，主持 Breakthrough Success Podcast。他為多家出版物做出了貢獻，包括美國新聞與世界報道、財經新聞網和 Joy Wallet。</p>
</div><p>Semiconductor, Technology</p>
<div class="lb-trans"><p>半導體、科技</p>
</div>

3 只可能讓你的孫輩變得富有的半導體股票