<p><strong>英偉達</strong>(NVDA 0.31%) 和 <strong>博通</strong>(AVGO 2.34%) 都是人工智能 (AI) 硬件巨大投資的主要受益者，這也解釋了為什麼這兩家公司的股價在過去幾年中大幅上漲。</p>
<p>在過去兩年中，英偉達的股價上漲超過 280%，而博通在同一時期也錄得了健康的 160% 增長。然而，儘管報告了穩健的收入和盈利增長，這兩隻 AI 股票在 2025 年卻經歷了大幅回調。英偉達的股價今年回落近 18%，而博通的跌幅則更大，接近 28%。</p>
<p>股價下跌可以歸因於今年由於關税引發的貿易戰造成的經濟不確定性所帶來的負面股市情緒。近期美國經濟衰退的可能性也在上升，這解釋了為什麼投資者變得更加規避風險，並在近年來表現強勁的股票中鎖定利潤。</p>
<p>然而，英偉達和博通的股價回調實際上可能對那些希望將潛在的長期贏家加入投資組合的精明投資者來説是個好事。這是因為 AI 市場目前正處於早期增長階段，預計到 2030 年將顯示出 36% 的年增長率。</p>
<p>但是，如果你現在必須在這兩隻 AI 股票中選擇一隻，應該選擇哪一隻呢？讓我們來找出答案。</p>
<h2>支持英偉達的理由</h2>
<p>英偉達在三年前啓動了 AI 革命，其強大的數據中心圖形處理單元 (GPU) 被 OpenAI 用於訓練其廣受歡迎的聊天機器人 ChatGPT。這家芯片設計公司成為全球科技巨頭和政府的首選 AI GPU 供應商，從而使公司的收入和盈利大幅增長。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/7a3c2e5fdf2caf709237f028d2ac0dad.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/7a3c2e5fdf2caf709237f028d2ac0dad.png"/></p>
<p>英偉達收入 (TTM) 數據來源於 YCharts</p>
<p>根據第三方估計，英偉達在 2024 年牢牢掌握了數據中心 GPU 市場，控制了驚人的 92% 的市場份額。英偉達最近的業績表明，它在數據中心 GPU 市場上不太可能失去太多市場份額，因為其最新產品已經成為熱銷產品。具體來説，該公司在上一季度銷售了價值 110 億美元的最新一代 Blackwell AI GPU。</p>
<p>英偉達表示，Blackwell &#34;是我們公司歷史上產品推出速度最快的，前所未有的速度和規模。&#34; Blackwell 處理器的初步成功可以從競爭對手 <strong>超微半導體</strong> 去年銷售超過 50 億美元的 AI GPU 中看出。展望未來，英偉達的 AI GPU 需求似乎將持續強勁，因為該公司正在見證對 AI 訓練和推理應用的強勁需求。</p>
<p>該公司似乎受益於近期成本效益高的推理模型的突破，例如 DeepSeek 的 R1，這導致對計算能力的需求增加。在 2 月的財報電話會議上，英偉達管理層指出：</p>
<blockquote>
<p>我們的推理需求正在加速，受到測試時間擴展和新的推理模型（如 OpenAI 的 o3、DeepSeek-R1 和 Grok 3）的推動。長時間推理的 AI 每個任務可能需要比一次性推理多 100 倍的計算能力。</p>
<p>Blackwell 是為推理 AI 設計的。Blackwell 使推理 AI 模型的令牌吞吐量提高了 25 倍，成本降低了 20 倍，相比 Hopper 100。</p>
</blockquote>
<p>毫不奇怪，英偉達的競爭對手們都在爭相加速推出新芯片，以便跟上步伐。但這並非易事，因為這家芯片製造商建立了穩固的供應鏈生態系統，並擁有強大的開發者社區，使其在同行中佔據優勢。英偉達管理層在電話會議上表示，其 &#34;可編程架構加速了每個 AI 模型和超過 4400 個應用程序，確保在快速發展的市場中大規模基礎設施投資不至於過時。&#34;</p>
<p>因此，該公司在過去幾年中實現了 AI 推理成本降低 200 倍的成果。因此，英偉達在 AI 芯片市場長期保持領先地位並不令人驚訝，預計到 2030 年將產生高達 3600 億美元的年收入。英偉達的數據中心收入在最新的財政年度增長了 142%，達到了創紀錄的 1150 億美元，最終市場機會的規模表明這裏仍然有很大的增長空間。</p>
<p>所有這些都解釋了為什麼英偉達在未來三年的收入增長預期被上調，預計即使在最近幾個季度的驚人增長速度之後，該公司仍將顯示出健康的兩位數增長。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/5786284ba247d621888edbc5a4ef7c5a.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/5786284ba247d621888edbc5a4ef7c5a.png"/></p>
<p>當前財政年度英偉達收入預期數據來源於 YCharts</p>
<p>因此，英偉達在未來仍應繼續成為頂尖的 AI 股票。然而，不要驚訝於博通緊隨其後。</p>
<h2>支持博通的理由</h2>
<p>博通並不直接與英偉達在 AI 芯片上競爭，因為它銷售的是應用特定集成電路 (ASIC)。這些是為執行特定任務而設計的定製處理器，與用於通用計算任務的 GPU 不同。定製 AI 處理器的專業性質意味着它們在處理 AI 工作負載時可以更高效、更強大，這正是博通在 AI 收入方面實現出色增長的原因。</p>
<p>博通的 AI 收入在剛剛結束的 2024 財年中增長了三倍，達到了 122 億美元。然而，仔細觀察管理層在公司 3 月財報電話會議上的評論，表明其 AI 收入在未來幾年可能會顯著增長。博通的定製 AI 處理器和網絡芯片目前被三家超大規模雲客户使用。</p>
<p>公司預計在未來三個財政年度內，這三家人工智能客户將帶來 600 億到 900 億美元的潛在年收入機會。然而，博通還有另外四家超大規模客户正在利用其設計製造定製的人工智能芯片。其中兩家客户計劃在 2025 年完成芯片的最終開發階段，然後將其送往生產。</p>
<p>博通最近新增的另外兩家超大規模客户將 “開發定製加速器以訓練他們的下一代前沿模型”。所有這些都表明，博通最終的人工智能相關收入機會可能遠大於公司目前的估計。因此，博通在當前和未來幾個財政年度內有很大的機會超越華爾街的增長預期。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/f9ca8e6e126acd15f32bbd6fe07442c7.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/f9ca8e6e126acd15f32bbd6fe07442c7.png"/></p>
<p>AVGO 當前財政年度收入估計數據來自 YCharts</p>
<p>博通增長可能超過共識預期的一個重要原因是，它在 ASIC 領域處於領先地位，市場份額估計在 55% 到 60% 之間。博通最近的客户勝利表明，它未來可能會保持其令人印象深刻的市場份額，這也是它未來能夠顯著增加人工智能收入的強大可能性所在。</p>
<h2>結論</h2>
<p>顯然，英偉達和博通在各自的人工智能半導體細分市場中都是主導玩家，因此預計它們將繼續以健康的速度增長。此外，它們的估值告訴我們，投資者在這兩隻股票中都不會出錯。</p>
<p>英偉達和博通的前瞻性市盈率幾乎相似。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/086739d4782a0711bd9befed8c1a7267.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/086739d4782a0711bd9befed8c1a7267.png"/></p>
<p>NVDA 前瞻性市盈率數據來自 YCharts</p>
<p>目前希望購買人工智能股票的投資者可以考慮購買英偉達或博通。事實上，他們甚至可以考慮將這兩隻股票都加入到他們的投資組合中，因為它們正朝着利用人工智能半導體市場中不同但有利可圖的細分市場的方向發展，這將幫助它們在未來幾年內保持卓越的增長。</p>

英偉達財報，一站看懂！

博通

英偉達

<p>英偉達和博通都受益於對人工智能硬件的重大投資，過去兩年英偉達的股票上漲超過 280%，博通上漲 160%。然而，兩家公司在 2025 年都經歷了下滑，英偉達下跌 18%，博通下跌 28%，這主要是由於市場情緒低迷和對經濟衰退的擔憂。儘管如此，英偉達在人工智能市場仍然是一個強有力的競爭者，控制着 92% 的數據中心 GPU 市場，並報告了 142% 的收入增長。預計人工智能市場到 2030 年將以 36% 的年增長率增長，這使得英偉達成為一個潛在的長期投資</p>

<p>Both <strong>Nvidia</strong>(NVDA 0.31%) and <strong>Broadcom</strong>(AVGO 2.34%) have been big beneficiaries of the huge investments in artificial intelligence (AI) hardware, which explains why the share prices of both companies shot up impressively over the past couple of years.</p>
<div class="lb-trans"><p><strong>英偉達</strong>(NVDA 0.31%) 和 <strong>博通</strong>(AVGO 2.34%) 都是人工智能 (AI) 硬件巨大投資的主要受益者，這也解釋了為什麼這兩家公司的股價在過去幾年中大幅上漲。</p>
</div><p>While Nvidia stock jumped more than 280% in the past two years, Broadcom recorded healthy gains of 160% during the same period. However, both AI stocks witnessed a substantial pullback in 2025 despite reporting solid growth in revenue and earnings. Nvidia stock retreated close to 18% this year, while Broadcom has recorded a sharper drop of almost 28%.</p>
<div class="lb-trans"><p>在過去兩年中，英偉達的股價上漲超過 280%，而博通在同一時期也錄得了健康的 160% 增長。然而，儘管報告了穩健的收入和盈利增長，這兩隻 AI 股票在 2025 年卻經歷了大幅回調。英偉達的股價今年回落近 18%，而博通的跌幅則更大，接近 28%。</p>
</div><p>The decline in their share prices can be attributed to the negative stock market sentiment this year arising out of the economic uncertainty created by the tariff-induced trade war. The probability of a U.S. recession has also been going up of late, which explains why investors are becoming risk-averse and are booking profits in stocks that have performed strongly in recent years.</p>
<div class="lb-trans"><p>股價下跌可以歸因於今年由於關税引發的貿易戰造成的經濟不確定性所帶來的負面股市情緒。近期美國經濟衰退的可能性也在上升，這解釋了為什麼投資者變得更加規避風險，並在近年來表現強勁的股票中鎖定利潤。</p>
</div><p>However, the pullback in shares of Nvidia and Broadcom could actually be a good thing for savvy investors looking to add potential long-term winners to their portfolios. That's because the AI market is currently in its early phases of growth and is expected to show an annual growth rate of 36% through 2030.</p>
<div class="lb-trans"><p>然而，英偉達和博通的股價回調實際上可能對那些希望將潛在的長期贏家加入投資組合的精明投資者來説是個好事。這是因為 AI 市場目前正處於早期增長階段，預計到 2030 年將顯示出 36% 的年增長率。</p>
</div><p>But if you have to choose one of these two AI stocks right now, which one should it be? Let's find out.</p>
<div class="lb-trans"><p>但是，如果你現在必須在這兩隻 AI 股票中選擇一隻，應該選擇哪一隻呢？讓我們來找出答案。</p>
</div><h2>The case for Nvidia</h2>
<div class="lb-trans"><h2>支持英偉達的理由</h2>
</div><p>Nvidia kicked off the AI revolution three years ago with its powerful data center graphics processing units (GPUs) that were used by OpenAI to train its highly popular chatbot, ChatGPT. The chip designer became become the go-to supplier of AI GPUs for tech giants and governments across the globe, which resulted in a remarkable increase in the company's revenue and earnings.</p>
<div class="lb-trans"><p>英偉達在三年前啓動了 AI 革命，其強大的數據中心圖形處理單元 (GPU) 被 OpenAI 用於訓練其廣受歡迎的聊天機器人 ChatGPT。這家芯片設計公司成為全球科技巨頭和政府的首選 AI GPU 供應商，從而使公司的收入和盈利大幅增長。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/7a3c2e5fdf2caf709237f028d2ac0dad.png" alt="" original-src="https://media.ycharts.com/charts/7a3c2e5fdf2caf709237f028d2ac0dad.png"/></p>
<p>NVDA Revenue (TTM) data by YCharts</p>
<div class="lb-trans"><p>英偉達收入 (TTM) 數據來源於 YCharts</p>
</div><p>Nvidia established a solid grip over the data center GPU market, controlling an astonishing 92% of this space in 2024, as per a third-party estimate. Nvidia's recent results indicate that it is unlikely to yield much ground in the data center GPU market as its latest products have become a runaway hit. Specifically, the company sold $11 billion worth of its latest generation of Blackwell AI GPUs in the previous quarter.</p>
<div class="lb-trans"><p>根據第三方估計，英偉達在 2024 年牢牢掌握了數據中心 GPU 市場，控制了驚人的 92% 的市場份額。英偉達最近的業績表明，它在數據中心 GPU 市場上不太可能失去太多市場份額，因為其最新產品已經成為熱銷產品。具體來説，該公司在上一季度銷售了價值 110 億美元的最新一代 Blackwell AI GPU。</p>
</div><p>Nvidia says that Blackwell &#34;is the fastest product ramp in our company's history, unprecedented in its speed and scale.&#34; The initial success of the Blackwell processors can be gauged from the fact that rival <strong>Advance Micro Devices</strong> sold over $5 billion worth of AI GPUs last year. Looking ahead, the robust demand for Nvidia's AI GPUs seems here to stay as the company is witnessing strong demand for both AI training and inference applications.</p>
<div class="lb-trans"><p>英偉達表示，Blackwell &#34;是我們公司歷史上產品推出速度最快的，前所未有的速度和規模。&#34; Blackwell 處理器的初步成功可以從競爭對手 <strong>超微半導體</strong> 去年銷售超過 50 億美元的 AI GPU 中看出。展望未來，英偉達的 AI GPU 需求似乎將持續強勁，因為該公司正在見證對 AI 訓練和推理應用的強勁需求。</p>
</div><p>The company seems to have benefited from the recent breakthrough achieved by the arrival of cost-efficient reasoning models such as DeepSeek's R1, which led to an increase in demand for computing power. On its February earnings conference call, Nvidia management pointed out:</p>
<div class="lb-trans"><p>該公司似乎受益於近期成本效益高的推理模型的突破，例如 DeepSeek 的 R1，這導致對計算能力的需求增加。在 2 月的財報電話會議上，英偉達管理層指出：</p>
</div><blockquote>
<p>Our inference demand is accelerating, driven by test time scaling and new reasoning models like OpenAI's o3, DeepSeek-R1, and Grok 3. Long-thinking reasoning AI can require 100x more compute per task compared to one-shot inferences.</p>
<p>Blackwell was architected for reasoning AI inference. Blackwell supercharges reasoning AI models with up to 25x higher token throughput and 20x lower cost versus Hopper 100.</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>我們的推理需求正在加速，受到測試時間擴展和新的推理模型（如 OpenAI 的 o3、DeepSeek-R1 和 Grok 3）的推動。長時間推理的 AI 每個任務可能需要比一次性推理多 100 倍的計算能力。</p>
<p>Blackwell 是為推理 AI 設計的。Blackwell 使推理 AI 模型的令牌吞吐量提高了 25 倍，成本降低了 20 倍，相比 Hopper 100。</p>
</blockquote>
</div><p>Not surprisingly, Nvidia's rivals have been scrambling to accelerate the launch of new chips so that they can keep up. But that's easier said than done, as the chipmaker built a solid supply chain ecosystem and has a robust developer community that gives it an advantage over peers. Nvidia management remarked on the conference call that its &#34;programmable architecture accelerates every AI model and over 4,400 applications, ensuring large infrastructure investments against obsolescence in rapidly evolving markets.&#34;</p>
<div class="lb-trans"><p>毫不奇怪，英偉達的競爭對手們都在爭相加速推出新芯片，以便跟上步伐。但這並非易事，因為這家芯片製造商建立了穩固的供應鏈生態系統，並擁有強大的開發者社區，使其在同行中佔據優勢。英偉達管理層在電話會議上表示，其 &#34;可編程架構加速了每個 AI 模型和超過 4400 個應用程序，確保在快速發展的市場中大規模基礎設施投資不至於過時。&#34;</p>
</div><p>As a result, the company has been able to achieve a 200x reduction in AI inference costs over the past couple of years. So, it won't be surprising to see Nvidia remaining the top player in the AI chip market in the long run, which is expected to generate a whopping $360 billion in annual revenue in 2030. Nvidia's data center revenue grew 142% in the latest fiscal year to a record $115 billion, and the size of the end-market opportunity suggests that there is still a lot of room for growth here.</p>
<div class="lb-trans"><p>因此，該公司在過去幾年中實現了 AI 推理成本降低 200 倍的成果。因此，英偉達在 AI 芯片市場長期保持領先地位並不令人驚訝，預計到 2030 年將產生高達 3600 億美元的年收入。英偉達的數據中心收入在最新的財政年度增長了 142%，達到了創紀錄的 1150 億美元，最終市場機會的規模表明這裏仍然有很大的增長空間。</p>
</div><p>All this explains why Nvidia's revenue growth estimates for the next three fiscal years have seen upward revisions, with the company expected to show healthy double-digit growth even after the remarkable pace at which it has been growing in recent quarters.</p>
<div class="lb-trans"><p>所有這些都解釋了為什麼英偉達在未來三年的收入增長預期被上調，預計即使在最近幾個季度的驚人增長速度之後，該公司仍將顯示出健康的兩位數增長。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/5786284ba247d621888edbc5a4ef7c5a.png" alt="" original-src="https://media.ycharts.com/charts/5786284ba247d621888edbc5a4ef7c5a.png"/></p>
<p>NVDA Revenue Estimates for Current Fiscal Year data by YCharts</p>
<div class="lb-trans"><p>當前財政年度英偉達收入預期數據來源於 YCharts</p>
</div><p>Nvidia, therefore, should continue to remain a top AI stock going forward. However, don't be surprised to see Broadcom follow in its footsteps.</p>
<div class="lb-trans"><p>因此，英偉達在未來仍應繼續成為頂尖的 AI 股票。然而，不要驚訝於博通緊隨其後。</p>
</div><h2>The case for Broadcom</h2>
<div class="lb-trans"><h2>支持博通的理由</h2>
</div><p>Broadcom doesn't compete directly with Nvidia in AI chips, as it sells application-specific integrated circuits (ASICs). These are custom processors that are designed to perform specific tasks, unlike GPUs, which are meant for general computing tasks. The specialized nature of the custom AI processors means that they can be more efficient and powerful while handling AI workloads, which is precisely the reason why Broadcom is seeing outstanding growth in its AI revenue.</p>
<div class="lb-trans"><p>博通並不直接與英偉達在 AI 芯片上競爭，因為它銷售的是應用特定集成電路 (ASIC)。這些是為執行特定任務而設計的定製處理器，與用於通用計算任務的 GPU 不同。定製 AI 處理器的專業性質意味着它們在處理 AI 工作負載時可以更高效、更強大，這正是博通在 AI 收入方面實現出色增長的原因。</p>
</div><p>Broadcom's AI revenue more than tripled in the recently concluded fiscal year 2024 to $12.2 billion. However, a closer look at management's comments on the company's March earnings conference call suggests that its AI revenue could multiply impressively in the coming years. Broadcom's custom AI processors and networking chips are currently used by three hyperscale cloud customers.</p>
<div class="lb-trans"><p>博通的 AI 收入在剛剛結束的 2024 財年中增長了三倍，達到了 122 億美元。然而，仔細觀察管理層在公司 3 月財報電話會議上的評論，表明其 AI 收入在未來幾年可能會顯著增長。博通的定製 AI 處理器和網絡芯片目前被三家超大規模雲客户使用。</p>
</div><p>The company sees a potential annual revenue opportunity worth $60 billion to $90 billion from these three AI customers over the next three fiscal years. However, Broadcom has an additional four hyperscale customers that are utilizing its designs to manufacture custom AI chips. Two of these customers are on track to tape out their chips in 2025, which is the final development stage before the chips are sent for manufacturing.</p>
<div class="lb-trans"><p>公司預計在未來三個財政年度內，這三家人工智能客户將帶來 600 億到 900 億美元的潛在年收入機會。然而，博通還有另外四家超大規模客户正在利用其設計製造定製的人工智能芯片。其中兩家客户計劃在 2025 年完成芯片的最終開發階段，然後將其送往生產。</p>
</div><p>The other two hyperscale customers that Broadcom has added of late are going &#34;to develop custom accelerators to train their next-generation frontier models.&#34; All this indicates that Broadcom's eventual AI-related revenue opportunity could be much larger than what the company is estimating. So, there is a solid chance that Broadcom may be able to outgrow Wall Street's growth expectations in the current and the next couple of fiscal years.</p>
<div class="lb-trans"><p>博通最近新增的另外兩家超大規模客户將 “開發定製加速器以訓練他們的下一代前沿模型”。所有這些都表明，博通最終的人工智能相關收入機會可能遠大於公司目前的估計。因此，博通在當前和未來幾個財政年度內有很大的機會超越華爾街的增長預期。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/f9ca8e6e126acd15f32bbd6fe07442c7.png" alt="" original-src="https://media.ycharts.com/charts/f9ca8e6e126acd15f32bbd6fe07442c7.png"/></p>
<p>AVGO Revenue Estimates for Current Fiscal Year data by YCharts</p>
<div class="lb-trans"><p>AVGO 當前財政年度收入估計數據來自 YCharts</p>
</div><p>A big reason why Broadcom's growth could be better than consensus estimates is because it is the leading player in the ASIC space, with an estimated market share of 55% to 60%. Broadcom's recent customer wins suggest that it could hold on to its impressive share in the future, which is why there is a strong likelihood that it will be able to significantly multiply its AI revenue in the future.</p>
<div class="lb-trans"><p>博通增長可能超過共識預期的一個重要原因是，它在 ASIC 領域處於領先地位，市場份額估計在 55% 到 60% 之間。博通最近的客户勝利表明，它未來可能會保持其令人印象深刻的市場份額，這也是它未來能夠顯著增加人工智能收入的強大可能性所在。</p>
</div><h2>The verdict</h2>
<div class="lb-trans"><h2>結論</h2>
</div><p>It is clear that both Nvidia and Broadcom are dominant players in their respective AI semiconductor niches, which is why they are expected to keep growing at healthy rates going forward. What's more, their valuations tell us that investors cannot go wrong with either stock.</p>
<div class="lb-trans"><p>顯然，英偉達和博通在各自的人工智能半導體細分市場中都是主導玩家，因此預計它們將繼續以健康的速度增長。此外，它們的估值告訴我們，投資者在這兩隻股票中都不會出錯。</p>
</div><p>Nvidia and Broadcom sport almost similar forward earnings multiples.</p>
<div class="lb-trans"><p>英偉達和博通的前瞻性市盈率幾乎相似。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/086739d4782a0711bd9befed8c1a7267.png" alt="" original-src="https://media.ycharts.com/charts/086739d4782a0711bd9befed8c1a7267.png"/></p>
<p>NVDA PE Ratio (Forward) data by YCharts</p>
<div class="lb-trans"><p>NVDA 前瞻性市盈率數據來自 YCharts</p>
</div><p>Investors looking to buy an AI stock right now can consider buying either Nvidia or Broadcom. In fact, they may even consider adding both these names to their portfolios as they are on track to capitalize on different but lucrative niches of the AI semiconductor market that should help them sustain their outstanding growth for years to come.</p>
<div class="lb-trans"><p>目前希望購買人工智能股票的投資者可以考慮購買英偉達或博通。事實上，他們甚至可以考慮將這兩隻股票都加入到他們的投資組合中，因為它們正朝着利用人工智能半導體市場中不同但有利可圖的細分市場的方向發展，這將幫助它們在未來幾年內保持卓越的增長。</p>
</div>

Better Artificial Intelligence (AI) Stock: Nvidia vs. Broadcom

- Nvidia 和 Broadcom 受益於人工智能硬件投資，股價大幅上漲。  
- 2025 年兩家公司股價回調，Nvidia 下跌 18%，Broadcom 下跌 28%。  
- 儘管如此，二者在 AI 市場的長期增長潛力依然強勁。  

哪隻人工智能（AI）股票更好：英偉達 vs. 博通