<p>科技股，去年股市上漲的主要驅動力，幾個月前似乎失去了積極的勢頭。總統唐納德·特朗普宣佈了進口關税計劃，投資者擔心這一舉措會壓制企業盈利和整體經濟。然而，最近的貿易談判和達成的協議——包括與中國的貿易協議——緩解了投資者的擔憂，使科技股重新回到了上漲的軌道上。</p>
<p>根據一位備受關注的科技分析師的説法，這一趨勢可能遠未結束。Wedbush 的 Dan Ives 在接受彭博社採訪時預測，科技股將在下半年表現強勁，稱這是該行業的 “黃金時代”。他提到人工智能（AI）股票還有更大的上漲空間，甚至表示我們正處於 “人工智能派對的晚上 10 點，派對將持續到凌晨 4 點”。</p>
<p>基礎設施建設仍在持續進行，此外，人工智能增長的新階段剛剛開始或尚未到來，從廣泛使用 AI 代理將 AI 應用於現實世界情況，到人形機器人發佈。這就是為什麼今天的人工智能市場估值約為 3000 億美元，預計在 10 年內將超過 2 萬億美元。</p>
<p>在這種背景下，以下是現在可以購買的兩隻頂級人工智能股票，以便在這一故事發展時潛在受益於爆炸性增長。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjM4MzkvZ2V0dHlpbWFnZXMtMjA3ODkxNzEwOS0xMjAxeDcwNi1lMjFjNTQ3LTEuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="411" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjM4MzkvZ2V0dHlpbWFnZXMtMjA3ODkxNzEwOS0xMjAxeDcwNi1lMjFjNTQ3LTEuanBnJnc9NzAw"/></p>
<p>圖片來源：Getty Images。</p>
<h2>1. 英偉達</h2>
<p><strong>英偉達</strong>(NVDA 1.28%) 在過去幾年中已成為人工智能巨頭，這得益於其領先的人工智能芯片，即圖形處理單元（GPU），以及其全面的人工智能工具和服務。該公司在人工智能的早期階段發揮了關鍵作用，GPU 為模型的訓練和推理提供了動力。這幫助英偉達的盈利大幅增長。按季度計算，收入和淨利潤均增長了兩位數甚至三位數。</p>
<p>現在，英偉達也具備了陪伴客户完成人工智能冒險的能力。這家科技巨頭推出了針對特定行業的企業軟件、網絡設備和人工智能系統。英偉達甚至參與了量子計算這一熱門增長領域，最近宣佈在波士頓建設一個專門的研究中心。</p>
<p>所有這些都預示着持續增長的良好前景，此外，英偉達正在採取重要舉措以確保其長期領導地位：該公司專注於創新，承諾每年更新其 GPU。由於英偉達已經銷售最高性能的 GPU，競爭對手將很難追趕上。</p>
<p>今天，英偉達的股票交易價格為未來收益預期的 36 倍，低於年初的 50 倍。現在這個價格合理，如果我們想象英偉達在未來幾年的表現，甚至可以認為是非常便宜的。</p>
<h2>2. Palantir Technologies</h2>
<p><strong>Palantir Technologies</strong>(PLTR 1.62%) 去年飆升 340%，今年上半年上漲 80%——而且它在今年和長期內仍可能有進一步的上漲空間。這是因為其商業業務的增長故事可能還處於早期階段，而美國政府對效率的關注可能會導致 Palantir 的政府業務持續穩健增長。</p>
<p>Palantir 銷售的軟件幫助客户聚合數據，並利用這些數據做出關鍵決策、提高效率或推進戰略。該公司在兩年前推出了一個人工智能驅動的系統，即人工智能平台（AIP），自那時以來，需求和收入大幅增長。</p>
<p>每個季度，Palantir 都報告其政府和商業業務的收入增長均為兩位數，併成功平衡了增長與盈利。AIP 特別推動了商業業務的增長，客户從幾年前的少數幾家增長到今天的數百家。而 Palantir 的訓練營培訓課程幫助客户在數小時內看到 AIP 如何為他們工作，這為公司帶來了重大交易。</p>
<p>一些投資者對以當前估值購買 Palantir 感到猶豫，其估值超過 200 倍的收益預期。但正如分析師 Dan Ives 所説，在看待某些科技股時，傳統的估值指標往往忽視了幾年後的故事。Palantir 的增長勢頭強勁，公司為客户提供了一種簡單有效的方式將人工智能應用於他們的業務——這意味着這家人工智能巨頭在下半年及以後可能會繼續大幅上漲。</p>

PLTR

英偉達

2 倍做多英偉達 ETF - GraniteShares

南方兩倍做多英偉達

南方兩倍做空英偉達

英偉達期權收益策略 ETF - YieldMax

1 倍做空英偉達 ETF - Direxion

2 倍做多 NVDA ETF - T-Rex

2 倍做空 NVDA ETF - T-Rex

半導體 3 倍做多 - Direxion

<p>Wedbush 的 Dan Ives 預測科技股在下半年將表現強勁，特別是在人工智能領域，他形容這一領域正進入 “黃金時代”。他強調 Nvidia 和 Palantir Technologies 是值得購買的頂級人工智能股票。Nvidia 以其領先的人工智能芯片和對創新的承諾而聞名，而 Palantir 的人工智能驅動平台在政府和商業領域都推動了顯著的增長。預計人工智能市場將在未來十年內從 3000 億美元增長到超過 2 萬億美元，這表明該領域存在巨大的投資機會</p>

<p>Technology stocks, last year's big drivers of stock market gains, looked as if they were running out of that positive momentum just a few months ago. President Donald Trump announced plans for import tariffs, and investors worried that the move would crush corporate earnings and the general economy. But recent trade talks and deals reached -- including a trade agreement with China -- have eased investors' fears, allowing tech stocks to resume their upward path.</p>
<div class="lb-trans"><p>科技股，去年股市上漲的主要驅動力，幾個月前似乎失去了積極的勢頭。總統唐納德·特朗普宣佈了進口關税計劃，投資者擔心這一舉措會壓制企業盈利和整體經濟。然而，最近的貿易談判和達成的協議——包括與中國的貿易協議——緩解了投資者的擔憂，使科技股重新回到了上漲的軌道上。</p>
</div><p>And this trend may be far from over, according to one of the most watched tech analysts. Dan Ives of Wedbush, in an interview with Bloomberg, predicted a strong second half for technology stocks, calling this the &#34;golden age&#34; for the industry. He spoke of artificial intelligence (AI) stocks as having much more room to run and even said we're at &#34;10 p.m. in the AI party that goes to 4 a.m.&#34;</p>
<div class="lb-trans"><p>根據一位備受關注的科技分析師的説法，這一趨勢可能遠未結束。Wedbush 的 Dan Ives 在接受彭博社採訪時預測，科技股將在下半年表現強勁，稱這是該行業的 “黃金時代”。他提到人工智能（AI）股票還有更大的上漲空間，甚至表示我們正處於 “人工智能派對的晚上 10 點，派對將持續到凌晨 4 點”。</p>
</div><p>The infrastructure buildout remains ongoing, and on top of this, new phases of AI growth are just beginning or yet to come, from the widespread use of AI agents for applying AI to real-world situations to the launch of humanoid robots. This is why today's AI market, valued at about $300 billion, is forecast to surpass $2 trillion within 10 years.</p>
<div class="lb-trans"><p>基礎設施建設仍在持續進行，此外，人工智能增長的新階段剛剛開始或尚未到來，從廣泛使用 AI 代理將 AI 應用於現實世界情況，到人形機器人發佈。這就是為什麼今天的人工智能市場估值約為 3000 億美元，預計在 10 年內將超過 2 萬億美元。</p>
</div><p>Against this backdrop, here are two top AI stocks to buy now to potentially benefit from explosive growth as this story develops.</p>
<div class="lb-trans"><p>在這種背景下，以下是現在可以購買的兩隻頂級人工智能股票，以便在這一故事發展時潛在受益於爆炸性增長。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjM4MzkvZ2V0dHlpbWFnZXMtMjA3ODkxNzEwOS0xMjAxeDcwNi1lMjFjNTQ3LTEuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F823839%2Fgettyimages-2078917109-1201x706-e21c547-1.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. Nvidia</h2>
<div class="lb-trans"><h2>1. 英偉達</h2>
</div><p><strong>Nvidia</strong>(NVDA 1.28%) has become an AI behemoth over the past few years, thanks to both its leading AI chips, known as graphics processing units (GPUs), and its full selection of AI tools and services. The company has played a key role in the earliest stages of AI, with GPUs powering the training and inference of models. This has helped Nvidia's earnings roar higher. On a quarterly basis, revenue and net income have increased by double or even triple digits.</p>
<div class="lb-trans"><p><strong>英偉達</strong>(NVDA 1.28%) 在過去幾年中已成為人工智能巨頭，這得益於其領先的人工智能芯片，即圖形處理單元（GPU），以及其全面的人工智能工具和服務。該公司在人工智能的早期階段發揮了關鍵作用，GPU 為模型的訓練和推理提供了動力。這幫助英偉達的盈利大幅增長。按季度計算，收入和淨利潤均增長了兩位數甚至三位數。</p>
</div><p>Now, Nvidia also has what it takes to accompany customers through the rest of the AI adventure. The tech giant has rolled out enterprise software, networking equipment, and AI systems tailored to specific industries. Nvidia is even getting involved in the hot growth area of quantum computing, as it recently announced the construction of a specific research center in Boston.</p>
<div class="lb-trans"><p>現在，英偉達也具備了陪伴客户完成人工智能冒險的能力。這家科技巨頭推出了針對特定行業的企業軟件、網絡設備和人工智能系統。英偉達甚至參與了量子計算這一熱門增長領域，最近宣佈在波士頓建設一個專門的研究中心。</p>
</div><p>All this bodes well for ongoing growth, and in addition to this, Nvidia is making an important move to ensure its leadership over time: The company has put the focus on innovation, committing to updating its GPUs annually. Since Nvidia already sells the highest-performance GPUs, it will be difficult for rivals to catch up.</p>
<div class="lb-trans"><p>所有這些都預示着持續增長的良好前景，此外，英偉達正在採取重要舉措以確保其長期領導地位：該公司專注於創新，承諾每年更新其 GPU。由於英偉達已經銷售最高性能的 GPU，競爭對手將很難追趕上。</p>
</div><p>Today, Nvidia shares trade for 36 times forward earnings estimates, down from 50 times earlier in the year. This is a reasonable price now and may even be considered dirt cheap if we imagine where Nvidia may be a few years down the road.</p>
<div class="lb-trans"><p>今天，英偉達的股票交易價格為未來收益預期的 36 倍，低於年初的 50 倍。現在這個價格合理，如果我們想象英偉達在未來幾年的表現，甚至可以認為是非常便宜的。</p>
</div><h2>2. Palantir Technologies</h2>
<div class="lb-trans"><h2>2. Palantir Technologies</h2>
</div><p><strong>Palantir Technologies</strong>(PLTR 1.62%) soared 340% last year and climbed 80% in the first half of this year -- and it could still have further to go this year and over the long run. That's because the growth story of its commercial business may be in its early days, and the U.S. government's focus on efficiency could result in ongoing solid growth for Palantir's government business.</p>
<div class="lb-trans"><p><strong>Palantir Technologies</strong>(PLTR 1.62%) 去年飆升 340%，今年上半年上漲 80%——而且它在今年和長期內仍可能有進一步的上漲空間。這是因為其商業業務的增長故事可能還處於早期階段，而美國政府對效率的關注可能會導致 Palantir 的政府業務持續穩健增長。</p>
</div><p>Palantir sells software that helps customers aggregate their data and use it to make key decisions, gain efficiency, or advance their strategies. The company launched an AI-powered system, its Artificial Intelligence Platform (AIP), two years ago, and since then, demand and revenue have roared higher.</p>
<div class="lb-trans"><p>Palantir 銷售的軟件幫助客户聚合數據，並利用這些數據做出關鍵決策、提高效率或推進戰略。該公司在兩年前推出了一個人工智能驅動的系統，即人工智能平台（AIP），自那時以來，需求和收入大幅增長。</p>
</div><p>Quarter after quarter, Palantir has reported double-digit revenue growth for both its government and commercial businesses and has successfully balanced growth and profitability. AIP has particularly supercharged the commercial business, with customers growing from a handful just a few years ago into the hundreds today. And Palantir's bootcamp training sessions, which help customers see how AIP can work for them in a matter of hours, have translated into major deals for the company.</p>
<div class="lb-trans"><p>每個季度，Palantir 都報告其政府和商業業務的收入增長均為兩位數，併成功平衡了增長與盈利。AIP 特別推動了商業業務的增長，客户從幾年前的少數幾家增長到今天的數百家。而 Palantir 的訓練營培訓課程幫助客户在數小時內看到 AIP 如何為他們工作，這為公司帶來了重大交易。</p>
</div><p>Some investors have balked at the idea of buying Palantir at its current valuation, which exceeds 200 times earnings estimates. But as analyst Dan Ives has said, when looking at certain tech stocks, traditional valuation metrics often overlook the story several years down the road. Palantir's growth is going strong, and the company offers customers an easy and efficacious way to apply AI to their businesses -- and that means this AI giant could continue to roar higher in the second half and beyond.</p>
<div class="lb-trans"><p>一些投資者對以當前估值購買 Palantir 感到猶豫，其估值超過 200 倍的收益預期。但正如分析師 Dan Ives 所説，在看待某些科技股時，傳統的估值指標往往忽視了幾年後的故事。Palantir 的增長勢頭強勁，公司為客户提供了一種簡單有效的方式將人工智能應用於他們的業務——這意味着這家人工智能巨頭在下半年及以後可能會繼續大幅上漲。</p>
</div>

Dan Ives Predicts a Strong Second Half for Tech. 2 Top AI Stocks to Buy Now.

- 科技股在貿易協議達成後恢復上漲勢頭，分析師預測下半年強勁表現。  
- Nvidia 和 Palantir Technologies 是當前值得關注的 AI 股票，均展現出強勁增長潛力。  
- Nvidia 專注於創新，Palantir 則通過 AI 平台推動商業增長，前景樂觀。  

丹·艾夫斯預測科技行業將在下半年表現強勁。現在值得購買的兩隻頂級 AI 股票