<p><strong>英偉達</strong> 憑藉其強大的圖形處理單元（GPU）在人工智能（AI）革命的前沿，幫助全球各地的公司和政府訓練和部署 AI 模型和應用程序。</p>
<p>這家半導體巨頭實際上是通過其 A100 GPU 開啓了 AI 熱潮，這些 GPU 被用於訓練 ChatGPT。從那時起，多個公司的 AI 模型已經使用英偉達的芯片進行訓練並投入生產。事實上，英偉達至今仍主導着 AI 芯片市場，領先於競爭對手。</p>
<p>英偉達的 AI 驅動增長在過去三年中推動了其股價的巨大飆升。儘管其表現驚人，但由於其服務的巨大可尋址市場，該股票仍然是一個穩健的投資選擇。然而，還有另一家公司有潛力在其行業中佔據主導地位——就像英偉達一樣——得益於 AI。</p>
<p>讓我們更仔細地看看這個名字，看看它為什麼可能成為您投資組合中的一個穩健補充。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjEwOTMvcGVyc29uLW9ubGluZS1zaG9wcGluZy5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjEwOTMvcGVyc29uLW9ubGluZS1zaG9wcGluZy5qcGcmdz03MDA"/></p>
<p>圖片來源：Getty Images。</p>
<h2>這家科技巨頭的 AI 工具正在為客户帶來可觀的收益</h2>
<p>英偉達幾乎沒有給其他芯片製造商在 AI 芯片市場上留下立足之地。因此，尋找另一家有能力成為市場領先者並在長期內實現健康股價上漲的投資者應該考慮將 <strong>Meta Platforms</strong>（META -1.19%）納入他們的投資組合。</p>
<p>這是因為 Meta 正在利用 AI 來佔據更大份額的利潤豐厚的數字廣告市場。這家社交媒體巨頭藉助其 AI 工具顯著提高了廣告主的廣告支出回報。上個月，Meta 指出，其以 AI 為中心的廣告工具正在推動廣告支出回報提高 22%。</p>
<p>在美國，廣告主在該公司的 AI 廣告工具上每花費 1 美元，便能獲得令人印象深刻的 4.52 美元回報。不出所料，Meta 計劃到 2026 年底使廣告主能夠完全利用 AI 創建和優化廣告活動。這一舉措意味着品牌和廣告主將不必通過代理商來購買廣告庫存和規劃他們的活動，因為所有這些都將由 AI 處理。</p>
<p>因此，看到預算不足以僱傭營銷代理的小品牌和公司紛紛使用 Meta 的 AI 工具來接觸他們的受眾並不奇怪。即使是更大的品牌也可能直接前往 Meta，以進一步提高他們的廣告支出回報。所有這些都可能為 Meta 的收入和盈利帶來更強勁的增長鋪平道路。</p>
<p>該公司的收入在 2025 年第一季度增長了 16%，而調整後的收益以更快的速度增長了 37%。更強勁的底線增長可歸因於 Meta 上個季度每個廣告的平均價格增長了 10%。廣告展示量同比增長了 5%，這表明用户在其平台上查看廣告的次數有所增加。</p>
<p>Meta 能夠持續吸引更多廣告支出的一個重要原因是其在各個應用程序中擁有 34.3 億的龐大日活躍用户基礎。隨着 AI 幫助品牌和廣告主改善受眾定位，未來它可能能夠實現廣告平均價格和廣告展示量的強勁增長。</p>
<p>這最終可能幫助 Meta Platforms 繼續以比數字廣告市場及其同行更快的速度增長。根據 eMarketer 的數據，全球數字廣告收入去年增長了 12%，預計今年將再增長 10%。Meta 的 2024 年收入增長了 22%，而其在 2025 年第一季度的表現表明，它有望再次超越行業。</p>
<p>因此，顯然 AI 正在幫助 Meta Platforms 在數字廣告市場中成為更大的參與者，管理層相信這可能在長期內帶來顯著的增長。</p>
<h2>AI 可能在長期內推動 Meta Platforms 的收入飆升</h2>
<p>根據共識預測，Meta 預計在 2025 年結束時收入將達到 1870 億美元。根據公司的內部估計，AI 預計將為今年的收入貢獻 20 億到 30 億美元。但到 2035 年，Meta 預計其 AI 收入將在 4600 億到 14000 億美元之間。</p>
<p>雖然這是一個非常寬泛的範圍，尤其是在高端目標上顯得雄心勃勃，但投資者應注意，第三方估計的整體數字廣告市場預計到 2035 年將超過 1.5 萬億美元的收入。因此，考慮到 Meta 在數字廣告領域的不斷發展，它確實有很大機會捕獲這一利潤豐厚的最終市場機會。</p>
<p>因此，尋找有潛力在長期內產生類似英偉達回報的 AI 股票的投資者，應該立即購買 Meta Platforms，因為其當前的市盈率為 27 倍，低於科技股密集的 <strong>納斯達克 100</strong> 指數的 30 倍市盈率。</p>

META

<p>Meta Platforms 正在成為數字廣告市場的潛在領導者，利用人工智能提升廣告效果和廣告主的回報。根據報道，廣告支出的回報率提高了 22%，Meta 的人工智能工具預計將推動顯著的收入增長，預計到 2025 年總收入將達到 1870 億美元，其中人工智能貢獻 20-30 億美元。到 2035 年，人工智能收入可能達到 4600 億至 1.4 萬億美元，使 Meta 在行業中成為一個強大的參與者，類似於英偉達在人工智能芯片領域的主導地位</p>

<p><strong>Nvidia</strong> has been at the forefront of the artificial intelligence (AI) revolution thanks to its powerful graphics processing units (GPUs), which have allowed companies and governments around the globe to train and deploy AI models and applications.</p>
<div class="lb-trans"><p><strong>英偉達</strong> 憑藉其強大的圖形處理單元（GPU）在人工智能（AI）革命的前沿，幫助全球各地的公司和政府訓練和部署 AI 模型和應用程序。</p>
</div><p>The semiconductor giant literally kicked off the AI craze with its A100 GPUs, which were used to train ChatGPT. Since then, multiple AI models from several companies have been trained and brought into production with Nvidia's chips. In fact, Nvidia continues to dominate the AI chip market even now, establishing a big lead over its rivals.</p>
<div class="lb-trans"><p>這家半導體巨頭實際上是通過其 A100 GPU 開啓了 AI 熱潮，這些 GPU 被用於訓練 ChatGPT。從那時起，多個公司的 AI 模型已經使用英偉達的芯片進行訓練並投入生產。事實上，英偉達至今仍主導着 AI 芯片市場，領先於競爭對手。</p>
</div><p>Nvidia's AI-fueled growth has powered a massive surge in its stock price in the past three years. The stock remains a solid bet even after its phenomenal run thanks to the huge addressable market it is serving. However, there is another company that has the potential to dominate its industry -- just like Nvidia does -- thanks to AI.</p>
<div class="lb-trans"><p>英偉達的 AI 驅動增長在過去三年中推動了其股價的巨大飆升。儘管其表現驚人，但由於其服務的巨大可尋址市場，該股票仍然是一個穩健的投資選擇。然而，還有另一家公司有潛力在其行業中佔據主導地位——就像英偉達一樣——得益於 AI。</p>
</div><p>Let's take a closer look at that name and see why it could turn out to be a solid addition to your portfolio.</p>
<div class="lb-trans"><p>讓我們更仔細地看看這個名字，看看它為什麼可能成為您投資組合中的一個穩健補充。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjEwOTMvcGVyc29uLW9ubGluZS1zaG9wcGluZy5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F821093%2Fperson-online-shopping.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>This tech giant's AI tools are driving solid gains for customers</h2>
<div class="lb-trans"><h2>這家科技巨頭的 AI 工具正在為客户帶來可觀的收益</h2>
</div><p>Nvidia has left little room for other chipmakers to make a dent in the AI chip market. So, investors looking for another company with the ability to become a leading player in its market and deliver healthy stock price upside in the long run should consider <strong>Meta Platforms</strong>(META -1.19%) for their portfolios.</p>
<div class="lb-trans"><p>英偉達幾乎沒有給其他芯片製造商在 AI 芯片市場上留下立足之地。因此，尋找另一家有能力成為市場領先者並在長期內實現健康股價上漲的投資者應該考慮將 <strong>Meta Platforms</strong>（META -1.19%）納入他們的投資組合。</p>
</div><p>That's because Meta is using AI to corner a bigger share of the lucrative digital advertising market. The social media giant has been able to substantially increase advertisers' returns on ad dollars spent with the help of its AI tools. Last month, Meta pointed out that its AI-focused advertising tools are driving a 22% improvement in returns on ad spending for advertisers.</p>
<div class="lb-trans"><p>這是因為 Meta 正在利用 AI 來佔據更大份額的利潤豐厚的數字廣告市場。這家社交媒體巨頭藉助其 AI 工具顯著提高了廣告主的廣告支出回報。上個月，Meta 指出，其以 AI 為中心的廣告工具正在推動廣告支出回報提高 22%。</p>
</div><p>Every dollar spent by advertisers in the U.S. on the company's AI ad tools is generating an impressive return of $4.52. Not surprisingly, Meta plans to enable advertisers to fully create and optimize ad campaigns with AI by the end of 2026. Such a move means that brands and advertisers won't have to go through agencies to purchase ad inventories and plan their campaigns, as all of this would be handled by AI.</p>
<div class="lb-trans"><p>在美國，廣告主在該公司的 AI 廣告工具上每花費 1 美元，便能獲得令人印象深刻的 4.52 美元回報。不出所料，Meta 計劃到 2026 年底使廣告主能夠完全利用 AI 創建和優化廣告活動。這一舉措意味着品牌和廣告主將不必通過代理商來購買廣告庫存和規劃他們的活動，因為所有這些都將由 AI 處理。</p>
</div><p>As a result, it won't be surprising to see smaller brands and companies that lack the budgets to hire marketing agencies flocking to use Meta's AI tools to reach their audience. Even bigger brands could directly go to Meta to further enhance their returns on ad dollars spent. All this could pave the way for stronger growth in Meta's revenue and earnings.</p>
<div class="lb-trans"><p>因此，看到預算不足以僱傭營銷代理的小品牌和公司紛紛使用 Meta 的 AI 工具來接觸他們的受眾並不奇怪。即使是更大的品牌也可能直接前往 Meta，以進一步提高他們的廣告支出回報。所有這些都可能為 Meta 的收入和盈利帶來更強勁的增長鋪平道路。</p>
</div><p>The company's top line increased by 16% in the first quarter of 2025, while its adjusted earnings increased at a better pace of 37%. The stronger bottom-line growth can be attributed to a 10% increase in the average price per ad delivered by Meta last quarter. Ad impressions also increased by 5% year over year, indicating that there was an increase in the number of times users viewed ads on its platform.</p>
<div class="lb-trans"><p>該公司的收入在 2025 年第一季度增長了 16%，而調整後的收益以更快的速度增長了 37%。更強勁的底線增長可歸因於 Meta 上個季度每個廣告的平均價格增長了 10%。廣告展示量同比增長了 5%，這表明用户在其平台上查看廣告的次數有所增加。</p>
</div><p>A big reason why Meta can keep attracting more advertising dollars is because of its massive daily active user base of 3.43 billion across its various apps. With AI helping brands and advertisers improve audience targeting, there is a good chance that it may be able to clock strong growth in the average price per ad and the number of ad impressions it delivers in the future.</p>
<div class="lb-trans"><p>Meta 能夠持續吸引更多廣告支出的一個重要原因是其在各個應用程序中擁有 34.3 億的龐大日活躍用户基礎。隨着 AI 幫助品牌和廣告主改善受眾定位，未來它可能能夠實現廣告平均價格和廣告展示量的強勁增長。</p>
</div><p>This could eventually help Meta Platforms to continue growing at a faster pace than the digital ad market and its peers. According to eMarketer, global digital ad revenue increased by 12% last year and is forecast to jump another 10% this year. Meta's 2024 revenue increased by 22%, and its performance in the first quarter of 2025 suggests that it is on track to outgrow the industry once again.</p>
<div class="lb-trans"><p>這最終可能幫助 Meta Platforms 繼續以比數字廣告市場及其同行更快的速度增長。根據 eMarketer 的數據，全球數字廣告收入去年增長了 12%，預計今年將再增長 10%。Meta 的 2024 年收入增長了 22%，而其在 2025 年第一季度的表現表明，它有望再次超越行業。</p>
</div><p>So, it is evident that AI is helping Meta Platforms become a bigger player in the digital ad market, and management is confident that this could lead to remarkable growth in the long run.</p>
<div class="lb-trans"><p>因此，顯然 AI 正在幫助 Meta Platforms 在數字廣告市場中成為更大的參與者，管理層相信這可能在長期內帶來顯著的增長。</p>
</div><h2>AI could send Meta Platforms' revenue soaring in the long run</h2>
<div class="lb-trans"><h2>AI 可能在長期內推動 Meta Platforms 的收入飆升</h2>
</div><p>Meta is expected to finish 2025 with $187 billion in revenue, according to consensus estimates. AI is expected to contribute $2 billion to $3 billion of that revenue this year, according to the company's internal estimates. But by 2035, Meta sees its AI revenue ranging anywhere between $460 billion and a whopping $1.4 trillion.</p>
<div class="lb-trans"><p>根據共識預測，Meta 預計在 2025 年結束時收入將達到 1870 億美元。根據公司的內部估計，AI 預計將為今年的收入貢獻 20 億到 30 億美元。但到 2035 年，Meta 預計其 AI 收入將在 4600 億到 14000 億美元之間。</p>
</div><p>While that's a very wide range and an ambitious target, especially at the high end, investors would do well to note that the overall digital ad market is expected to exceed $1.5 trillion in revenue by 2035, according to third-party estimates. So, there is a good chance that Meta could indeed capture a huge share of this lucrative end-market opportunity on offer considering that it has been gaining ground in the digital ad space.</p>
<div class="lb-trans"><p>雖然這是一個非常寬泛的範圍，尤其是在高端目標上顯得雄心勃勃，但投資者應注意，第三方估計的整體數字廣告市場預計到 2035 年將超過 1.5 萬億美元的收入。因此，考慮到 Meta 在數字廣告領域的不斷發展，它確實有很大機會捕獲這一利潤豐厚的最終市場機會。</p>
</div><p>So, investors looking for an AI stock that has the potential to generate Nvidia-like returns in the long run would do well to buy Meta Platforms right away as it is trading at an attractive 27 times earnings, a discount to the tech-laden <strong>Nasdaq-100</strong> index's earnings multiple of 30.</p>
<div class="lb-trans"><p>因此，尋找有潛力在長期內產生類似英偉達回報的 AI 股票的投資者，應該立即購買 Meta Platforms，因為其當前的市盈率為 27 倍，低於科技股密集的 <strong>納斯達克 100</strong> 指數的 30 倍市盈率。</p>
</div>

Prediction: This Artificial Intelligence (AI) Stock Could Be the Next Nvidia -- and It's Not What You Think

- Nvidia 通過強大的 GPU 引領 AI 革命，持續主導 AI 芯片市場。  
- Meta 利用 AI 工具提升數字廣告回報，第一季度收入增長 16%。  
- 預計 Meta 2025 年收入將達 1870 億美元，AI 收入貢獻 20 億至 30 億美元。  

預測：這隻人工智能（AI）股票可能成為下一個英偉達——而且它並不是你所想的那樣