<p><strong>特斯拉</strong>(TSLA -4.43%) 在過去幾個月的表現非常波動。</p>
<p>這家電動車製造商的股票在 11 月特朗普當選總統後飆升，因為首席執行官埃隆·馬斯克在競選期間與特朗普緊密合作。投資者似乎相信，得到總統的支持將為公司帶來勝利。</p>
<p>然而，自從特朗普就職以來，馬斯克因裁員和政府效率部 (DOGE) 實施的成本削減以及他其他的政治言論而成為爭議的焦點。現在，有證據表明這可能影響特斯拉的業務。1 月份，特斯拉在歐洲的註冊量（銷售的替代指標）下降了 45%，而整體電動車銷售卻增長了 37%。</p>
<p>從下面的圖表可以看出，選舉後幾周內，特斯拉的股票幾乎翻了一番，但此後幾乎全部回吐了這些漲幅。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/1d431d5a3fff9283aafd9566eb3ea22d.png?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://media.ycharts.com/charts/1d431d5a3fff9283aafd9566eb3ea22d.png"/></p>
<p>TSLA 數據來源於 YCharts</p>
<p>對於尋找人工智能 (AI) 股票的投資者來説，還有更好的選擇。繼續閲讀以瞭解其中兩個。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDk0MTIvYXJ0aWZpY2lhbC1pbnRlbGxpZ2VuY2UtYWktcm9ib3QtYmlnLWRhdGEtYnVsbC1tYXJrZXQtc3RvY2stY2hhcnQtZ2V0dHkuanBnJnc9NzAw?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDk0MTIvYXJ0aWZpY2lhbC1pbnRlbGxpZ2VuY2UtYWktcm9ib3QtYmlnLWRhdGEtYnVsbC1tYXJrZXQtc3RvY2stY2hhcnQtZ2V0dHkuanBnJnc9NzAw"/></p>
<p>圖片來源：Getty Images。</p>
<h2>1. The Trade Desk</h2>
<p><strong>The Trade Desk</strong>(TTD 0.64%) 在過去十多年裏一直是頂尖的廣告技術公司。它是領先的獨立需求方平台 (DSP)，意味着它幫助廣告代理商和品牌優化廣告活動，並且公司越來越依賴人工智能來創新和改善其平台。</p>
<p>The Trade Desk 的新人工智能平台 Kokai 使用深度學習算法分佈在購買過程中，並利用每秒超過 1300 萬次廣告展示的數據。</p>
<p>The Trade Desk 在其最近的財報中承認在 Kokai 的推出中出現了一些失誤，因為公司未能達到自己的收入指引，導致股價暴跌。推出的速度比預期慢，但預計今年將把所有客户從其之前的平台 Solimar 轉換到 Kokai。</p>
<p>與此同時，The Trade Desk 股票的拋售為投資提供了良好的買入機會，因為其股價現在比秋季的高點下跌了近 50%。儘管第四季度的業績令人失望，但公司仍在快速增長，收入增長 22% 至 7.41 億美元，調整後的每股收益增長 44% 至 0.59 美元。憑藉這樣的增長和新的人工智能創新增強其競爭優勢，股票在 2025 年剩餘時間內應該能夠反彈。</p>
<h2>2. 微軟</h2>
<p>另一隻以折扣價交易的穩健人工智能股票是 <strong>微軟</strong>(MSFT 0.03%)。這家科技巨頭因與 OpenAI 的合作而被視為人工智能的早期贏家，但在初期激增後，股價落後於大盤。實際上，過去一年股價下跌，因為微軟面臨對其不斷增長的資本支出的懷疑，其估值看起來也有些高企。</p>
<p>然而，隨着股價現在比高點下跌近 20%，而公司持續交出穩健的增長，股票現在的市盈率為 31.5，價格看起來更合理，僅比 <strong>標準普爾 500</strong> 略貴。</p>
<p>與此同時，微軟繼續實現穩定增長，其競爭優勢顯而易見。它比任何其他大型科技公司都更具多樣性，擁有 Windows、Office 生產力軟件套件、Teams 和 Dynamics 等各種軟件程序、Xbox 遊戲、LinkedIn 社交媒體業務和 GitHub 代碼庫等業務。更不用説 Azure 雲基礎設施業務，它支撐着其智能雲部門，該部門在最近一個季度增長了 19%，是微軟增長最快的部門。</p>
<p>微軟的整體收入增長了 12%，營業收入增長了 17%，這應該能平息對缺乏增長的擔憂。同時，無論人工智能的發展方向如何，微軟似乎都準備好利用這一增長，因為它有多個不同的業務可以從中受益。它是 OpenAI 的緊密合作夥伴，並推出了包括 Copilot 在內的多個人工智能工具，同時也是新 Stargate 項目的合作伙伴，該項目提議在人工智能基礎設施上投資高達 5000 億美元。</p>
<p>如果人工智能革命能夠實現投資者的期望，微軟幾乎肯定會成為贏家。</p>

特斯拉

2 倍做多特斯拉 ETF - Direxion

<p>特斯拉的股票波動顯著，儘管整體電動車銷售上升，但在歐洲的註冊量卻下降了 45%。投資者現在正在考慮兩隻人工智能股票：The Trade Desk，儘管最近收入未達預期，但其 AI 平台 Kokai 正在進行創新；以及微軟，當前交易價格折扣，且在其多元化業務領域持續展現出穩健的增長。這兩家公司都處於有利位置，能夠從持續的人工智能革命中受益，使它們成為特斯拉的有吸引力的替代選擇</p>

<p><strong>Tesla</strong>(TSLA -4.43%) has been a wild ride over the last few months.</p>
<div class="lb-trans"><p><strong>特斯拉</strong>(TSLA -4.43%) 在過去幾個月的表現非常波動。</p>
</div><p>Shares of the electric vehicle (EV) maker soared following the election of President Donald Trump in November as CEO Elon Musk closely aligned himself with Trump during the campaign. Investors seemed to believe that having a friendly ear from the president would translate into a win for the company.</p>
<div class="lb-trans"><p>這家電動車製造商的股票在 11 月特朗普當選總統後飆升，因為首席執行官埃隆·馬斯克在競選期間與特朗普緊密合作。投資者似乎相信，得到總統的支持將為公司帶來勝利。</p>
</div><p>However, since the inauguration, Musk has proven himself to be a lightning rod for controversy, due to the layoffs and cost cuts that the Department of Government Efficiency (DOGE) is issuing and his other political statements. Now, there is evidence that could be affecting Tesla's business. January registrations, a proxy for sales, for Tesla in Europe dropped 45% even as overall EV sales were up 37%.</p>
<div class="lb-trans"><p>然而，自從特朗普就職以來，馬斯克因裁員和政府效率部 (DOGE) 實施的成本削減以及他其他的政治言論而成為爭議的焦點。現在，有證據表明這可能影響特斯拉的業務。1 月份，特斯拉在歐洲的註冊量（銷售的替代指標）下降了 45%，而整體電動車銷售卻增長了 37%。</p>
</div><p>As you can see from the chart below, the stock nearly doubled in the weeks after the election, though it has since given up nearly all of those gains.</p>
<div class="lb-trans"><p>從下面的圖表可以看出，選舉後幾周內，特斯拉的股票幾乎翻了一番，但此後幾乎全部回吐了這些漲幅。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/1d431d5a3fff9283aafd9566eb3ea22d.png" alt="" original-src="https://media.ycharts.com/charts/1d431d5a3fff9283aafd9566eb3ea22d.png"/></p>
<p>TSLA data by YCharts</p>
<div class="lb-trans"><p>TSLA 數據來源於 YCharts</p>
</div><p>For investors looking for artificial intelligence (AI) stocks, better options are available. Keep reading to see two of them.</p>
<div class="lb-trans"><p>對於尋找人工智能 (AI) 股票的投資者來説，還有更好的選擇。繼續閲讀以瞭解其中兩個。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDk0MTIvYXJ0aWZpY2lhbC1pbnRlbGxpZ2VuY2UtYWktcm9ib3QtYmlnLWRhdGEtYnVsbC1tYXJrZXQtc3RvY2stY2hhcnQtZ2V0dHkuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F809412%2Fartificial-intelligence-ai-robot-big-data-bull-market-stock-chart-getty.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>圖片來源：Getty Images。</p>
</div><h2>1. The Trade Desk</h2>
<div class="lb-trans"><h2>1. The Trade Desk</h2>
</div><p><strong>The Trade Desk</strong>(TTD 0.64%) has been a top adtech company for over a decade. It's the leading independent demand-side platform (DSP), meaning it helps ad agencies and brands optimize their ad campaigns, and the company is increasingly leaning on AI to innovate and improve its platform.</p>
<div class="lb-trans"><p><strong>The Trade Desk</strong>(TTD 0.64%) 在過去十多年裏一直是頂尖的廣告技術公司。它是領先的獨立需求方平台 (DSP)，意味着它幫助廣告代理商和品牌優化廣告活動，並且公司越來越依賴人工智能來創新和改善其平台。</p>
</div><p>The Trade Desk's new AI platform, Kokai, uses deep learning algorithms distributed across the buying process, and uses data from more than 13 million advertising impressions every second.</p>
<div class="lb-trans"><p>The Trade Desk 的新人工智能平台 Kokai 使用深度學習算法分佈在購買過程中，並利用每秒超過 1300 萬次廣告展示的數據。</p>
</div><p>The Trade Desk acknowledged some missteps with its rollout of Kokai in its recent earnings report, as the stock plunged after the company missed its own revenue guidance. The rollout has been slower than anticipated, but it expects to convert all its customers from Solimar, its previous platform, to Kokai this year.</p>
<div class="lb-trans"><p>The Trade Desk 在其最近的財報中承認在 Kokai 的推出中出現了一些失誤，因為公司未能達到自己的收入指引，導致股價暴跌。推出的速度比預期慢，但預計今年將把所有客户從其之前的平台 Solimar 轉換到 Kokai。</p>
</div><p>Meanwhile, the sell-off in The Trade Desk stock sets up a good buying opportunity as shares are now down nearly 50% from their peak in the fall. While the fourth-quarter results were disappointing, the company is still growing rapidly with revenue up 22% to $741 million and adjusted earnings per share up 44% to $0.59. With that kind of growth and new AI innovations strengthening its competitive advantages, the stock should be able to rebound over the rest of 2025.</p>
<div class="lb-trans"><p>與此同時，The Trade Desk 股票的拋售為投資提供了良好的買入機會，因為其股價現在比秋季的高點下跌了近 50%。儘管第四季度的業績令人失望，但公司仍在快速增長，收入增長 22% 至 7.41 億美元，調整後的每股收益增長 44% 至 0.59 美元。憑藉這樣的增長和新的人工智能創新增強其競爭優勢，股票在 2025 年剩餘時間內應該能夠反彈。</p>
</div><h2>2. Microsoft</h2>
<div class="lb-trans"><h2>2. 微軟</h2>
</div><p>Another rock-solid AI stock trading at a discount is <strong>Microsoft</strong>(MSFT 0.03%). The tech giant was regarded as an early winner in AI due to its partnership with OpenAI, but after an initial surge, the stock has lagged the broader market. In fact, the stock is down over the past year as Microsoft has faced skepticism over its growing capital expenditures, and its valuation had been looking stretched.</p>
<div class="lb-trans"><p>另一隻以折扣價交易的穩健人工智能股票是 <strong>微軟</strong>(MSFT 0.03%)。這家科技巨頭因與 OpenAI 的合作而被視為人工智能的早期贏家，但在初期激增後，股價落後於大盤。實際上，過去一年股價下跌，因為微軟面臨對其不斷增長的資本支出的懷疑，其估值看起來也有些高企。</p>
</div><p>However, with the stock now down nearly 20% from its peak and the company continuing to deliver solid growth quarter in and quarter out, the stock now looks more reasonably priced at a price-to-earnings ratio of 31.5, just modestly more expensive than the <strong>S&amp;P 500</strong>.</p>
<div class="lb-trans"><p>然而，隨着股價現在比高點下跌近 20%，而公司持續交出穩健的增長，股票現在的市盈率為 31.5，價格看起來更合理，僅比 <strong>標準普爾 500</strong> 略貴。</p>
</div><p>Meanwhile, Microsoft continues to deliver steady growth and its competitive advantages are self-evident. It's more diversified than any other big tech company, with businesses like Windows, the Office productivity software suite, and a wide range of software programs like Teams and Dynamics, games with Xbox, its LinkedIn social media business, and GitHub coding repository. Not to mention the Azure cloud infrastructure business, which anchors its Intelligent Cloud segment, which grew 19% in the most recent quarter and is Microsoft's fastest-growing segment.</p>
<div class="lb-trans"><p>與此同時，微軟繼續實現穩定增長，其競爭優勢顯而易見。它比任何其他大型科技公司都更具多樣性，擁有 Windows、Office 生產力軟件套件、Teams 和 Dynamics 等各種軟件程序、Xbox 遊戲、LinkedIn 社交媒體業務和 GitHub 代碼庫等業務。更不用説 Azure 雲基礎設施業務，它支撐着其智能雲部門，該部門在最近一個季度增長了 19%，是微軟增長最快的部門。</p>
</div><p>Microsoft's overall revenue rose 12% and operating income rose 17%, which should quell concerns about a lack of growth. Meanwhile, Microsoft seems poised to capitalize on growth in AI no matter what direction it goes as it has several different businesses that can benefit from it. It's a close partner of OpenAI and has launched several of its own AI tools including Copilot, and it's a partner in the new Stargate Project, which proposes to spend up to $500 billion on AI infrastructure.</p>
<div class="lb-trans"><p>微軟的整體收入增長了 12%，營業收入增長了 17%，這應該能平息對缺乏增長的擔憂。同時，無論人工智能的發展方向如何，微軟似乎都準備好利用這一增長，因為它有多個不同的業務可以從中受益。它是 OpenAI 的緊密合作夥伴，並推出了包括 Copilot 在內的多個人工智能工具，同時也是新 Stargate 項目的合作伙伴，該項目提議在人工智能基礎設施上投資高達 5000 億美元。</p>
</div><p>If the AI revolution lives up to investor hopes, Microsoft will almost certainly be a winner.</p>
<div class="lb-trans"><p>如果人工智能革命能夠實現投資者的期望，微軟幾乎肯定會成為贏家。</p>
</div>

Should You Forget Tesla and Buy 2 Artificial Intelligence (AI) Stocks Right Now?

- 特斯拉股價在特朗普當選後大幅上漲，但因裁員和政治爭議下跌。  
- 1 月在歐洲的註冊量下降 45%，而整體電動車銷售增長 37%。  
- 其他 AI 股票如 The Trade Desk 和微軟顯示出更好的投資機會。  

你是否應該忘記特斯拉並立即購買兩隻人工智能（AI）股票？