<p>人工智能（AI）投資仍然是市場上的主導主題。大量資金正在投入到構建 AI 生產能力中，一小部分股票正在從這一支出中受益。</p>
<p>我最喜歡的兩隻股票是 <strong>英偉達</strong>（NVDA -0.64%）和 <strong>台積電</strong>（TSM -0.65%）。這兩家公司預計在未來幾年將經歷巨大的增長，使它們成為我目前最喜歡的 AI 股票。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjMyNDQvYWktYXJ0aWZpY2lhbC1pbnRlbGxpZ2VuY2UtbmV1cmFsLW5ldHdvcmstdGVjaG5vbG9neS5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="376" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjMyNDQvYWktYXJ0aWZpY2lhbC1pbnRlbGxpZ2VuY2UtbmV1cmFsLW5ldHdvcmstdGVjaG5vbG9neS5qcGcmdz03MDA"/></p>
<p>圖片來源：Getty Images。</p>
<h2>英偉達</h2>
<p>英偉達製造圖形處理單元（GPU），這是一種專門的計算設備，擅長處理高負載的工作。這是因為它們可以並行處理多個計算，並可以連接成集羣以增強這一效果。AI 計算集羣有時容納 100,000 個或更多的英偉達 GPU，這創造了終極的 AI 訓練機器。</p>
<p>隨着 AI 超大規模公司計劃在 2025 年花費創紀錄的資金用於數據中心，這對英偉達的長期前景是個好兆頭。數據中心的建設不是一年內能完成的。建設過程漫長而複雜，如果一家公司今天決定建造一個數據中心，可能需要數年才能投入運營。因此，投資者可以預期這一創紀錄的數據中心支出將持續多年，這表明英偉達的大規模數據中心 GPU 銷售可能會繼續。</p>
<p>英偉達最近還收到了來自美國政府的好消息。早在四月，英偉達的 H20 芯片出口許可證被撤銷。這些芯片是專門設計以滿足對中國的出口限制，而出口許可證的撤銷預計將使英偉達在第二季度損失約 80 億美元的銷售額。儘管英偉達仍然預計將產生 450 億美元的收入，但這對其來説是一個巨大的打擊。然而，英偉達宣佈正在重新申請出口許可證，並得到了美國政府的保證，稱其將獲得批准。這將導致英偉達的銷售增加，並使其能夠繼續保持令人矚目的增長。</p>
<p>雖然 H20 芯片對第二季度的銷售數字沒有時間產生影響，但它可能會對第三季度的數字產生一些影響。雖然英偉達預計第二季度的收入增長為 50%，但如果包括預計的 H20 銷售，這一數字將達到 77%。這表明英偉達的銷售並沒有像市場預期的那樣迅速放緩，展示了 AI 領域令人難以置信的增長。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/565481a5a073297f77b3ce364f41f3f6.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="720" height="441" original-src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/565481a5a073297f77b3ce364f41f3f6.png"/></p>
<p>NVDA 營業收入（季度同比增長）數據來源於 YCharts</p>
<p>英偉達將繼續成為頂級 AI 投資選擇，我認為每位投資者都應該對英偉達有所投資。</p>
<h2>台積電</h2>
<p>台積電製造英偉達的芯片，因為英偉達無法在內部生產這些芯片。台積電的客户名單上還有其他主要科技公司，包括 <strong>蘋果</strong> 和 <strong>博通</strong>。幾乎每一家利用尖端技術的公司現在都在與台積電合作，這對其市場地位是個好兆頭。</p>
<p>台積電通過幾種方式確立了其領導地位。首先，它不與客户競爭。台積電僅是一家芯片代工廠，並不試圖通過直接向消費者提供芯片來削弱客户的利益。其次，它始終處於新芯片技術的前沿，這確保了客户可以長期與台積電保持合作，而不需要在不同的代工廠之間跳躍以獲取新技術。最後，台積電擁有行業領先的工藝，使其能夠實現最佳的良率。目前，這在 3 納米芯片節點領域得到了體現，台積電的良率約為 90%，而唯一一家擁有該技術的代工廠 <strong>三星</strong> 的良率 reportedly stuck at 50%。</p>
<p>憑藉台積電的領導地位，其客户通常提前數年下訂單。這為管理層提供了對未來的良好視野，使其能夠做出大膽的預測，例如它在 2025 年初所做的預測。在 2025 年開始的五年期間，管理層預計與 AI 相關的收入將以 45% 的複合年增長率（CAGR）增長。台積電服務的客户不僅限於 AI 相關的公司，但它仍然預計其總收入將以近 20% 的 CAGR 增長。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/0b456f8fc8d8ffec5af974b4e019d147.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="720" height="441" original-src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/0b456f8fc8d8ffec5af974b4e019d147.png"/></p>
<p>TSM 營業收入（季度同比增長）數據來源於 YCharts</p>
<p>這令人難以置信的增長，突顯了為什麼台積電在 AI 投資領域是必不可少的。</p>
<p>目前，台積電和英偉達都是 AI 領域的絕佳投資選擇。兩者都預計將實現巨大的增長，為投資者提供了在未來五年超越市場的絕佳機會。</p>

英偉達

台積電

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>人工智能（AI）投資仍然是一個關鍵的市場主題，AI 生產能力的投資顯著。值得考慮的兩隻頂級股票是英偉達和台積電。英偉達以其 GPU 而聞名，預計將受益於創紀錄的數據中心支出，並計劃重新申請出口許可證，這可能會推動銷售。台積電作為領先的芯片代工廠，為主要科技客户提供服務，並預計從 2025 年開始，AI 相關收入將實現 45% 的年複合增長率。兩家公司在 AI 領域都具備顯著的增長潛力</p>

<p>Artificial intelligence (AI) investing is still a dominant theme in the market. A substantial amount of money is being invested in building out AI production capabilities, and a select group of stocks is benefiting from this spending.</p>
<div class="lb-trans"><p>人工智能（AI）投資仍然是市場上的主導主題。大量資金正在投入到構建 AI 生產能力中，一小部分股票正在從這一支出中受益。</p>
</div><p>Two of my favorites are <strong>Nvidia</strong>(NVDA -0.64%) and <strong>Taiwan Semiconductor Manufacturing</strong>(TSM -0.65%). These two are both expected to experience monster growth over the next few years, making them among my favorite AI stocks to buy right now.</p>
<div class="lb-trans"><p>我最喜歡的兩隻股票是 <strong>英偉達</strong>（NVDA -0.64%）和 <strong>台積電</strong>（TSM -0.65%）。這兩家公司預計在未來幾年將經歷巨大的增長，使它們成為我目前最喜歡的 AI 股票。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjMyNDQvYWktYXJ0aWZpY2lhbC1pbnRlbGxpZ2VuY2UtbmV1cmFsLW5ldHdvcmstdGVjaG5vbG9neS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F823244%2Fai-artificial-intelligence-neural-network-technology.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>Nvidia</h2>
<div class="lb-trans"><h2>英偉達</h2>
</div><p>Nvidia manufactures graphics processing units (GPUs), specialized computing devices that excel at handling demanding workloads. This is because they can process multiple calculations in parallel and be connected in clusters to amplify that effect. With AI computing clusters sometimes housing 100,000 or more Nvidia GPUs, this creates the ultimate AI training machine.</p>
<div class="lb-trans"><p>英偉達製造圖形處理單元（GPU），這是一種專門的計算設備，擅長處理高負載的工作。這是因為它們可以並行處理多個計算，並可以連接成集羣以增強這一效果。AI 計算集羣有時容納 100,000 個或更多的英偉達 GPU，這創造了終極的 AI 訓練機器。</p>
</div><p>With AI hyperscalers planning to spend record amounts on data centers in 2025, this bodes well for Nvidia's long-term prospects. Data centers aren't built in a year. The process of building them is lengthy and complex, and if a company decides to build one today, it can take years before it becomes operational. As a result, investors can expect this record-setting data center spend to persist for multiple years, indicating that Nvidia's massive data center GPU sales are likely to continue.</p>
<div class="lb-trans"><p>隨着 AI 超大規模公司計劃在 2025 年花費創紀錄的資金用於數據中心，這對英偉達的長期前景是個好兆頭。數據中心的建設不是一年內能完成的。建設過程漫長而複雜，如果一家公司今天決定建造一個數據中心，可能需要數年才能投入運營。因此，投資者可以預期這一創紀錄的數據中心支出將持續多年，這表明英偉達的大規模數據中心 GPU 銷售可能會繼續。</p>
</div><p>Nvidia also received fantastic news from the U.S. government recently. Back in April, Nvidia's export license for H20 chips was revoked. These chips were specifically designed to meet export restrictions to China, and the revocation of its export license was slated to cost Nvidia about $8 billion in sales during the second quarter. While Nvidia still expects to generate $45 billion in revenue, this was a huge blow. However, Nvidia announced that it is reapplying for an export license and has assurances from the U.S. government that it will be approved. This will lead to increased sales for Nvidia and enable it to continue its impressive growth.</p>
<div class="lb-trans"><p>英偉達最近還收到了來自美國政府的好消息。早在四月，英偉達的 H20 芯片出口許可證被撤銷。這些芯片是專門設計以滿足對中國的出口限制，而出口許可證的撤銷預計將使英偉達在第二季度損失約 80 億美元的銷售額。儘管英偉達仍然預計將產生 450 億美元的收入，但這對其來説是一個巨大的打擊。然而，英偉達宣佈正在重新申請出口許可證，並得到了美國政府的保證，稱其將獲得批准。這將導致英偉達的銷售增加，並使其能夠繼續保持令人矚目的增長。</p>
</div><p>While there is no time for H20 chips to impact Q2's sales numbers, it will likely have some effect on Q3's figures. While Nvidia expects 50% revenue growth in Q2, that number would have been 77% if projected H20 sales were included. That would indicate that Nvidia's sales aren't slowing down as quickly as the market expects, showcasing the unbelievable growth in the AI field.</p>
<div class="lb-trans"><p>雖然 H20 芯片對第二季度的銷售數字沒有時間產生影響，但它可能會對第三季度的數字產生一些影響。雖然英偉達預計第二季度的收入增長為 50%，但如果包括預計的 H20 銷售，這一數字將達到 77%。這表明英偉達的銷售並沒有像市場預期的那樣迅速放緩，展示了 AI 領域令人難以置信的增長。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/565481a5a073297f77b3ce364f41f3f6.png" alt="" original-src="https://media.ycharts.com/charts/565481a5a073297f77b3ce364f41f3f6.png"/></p>
<p>NVDA Operating Revenue (Quarterly YoY Growth) data by YCharts</p>
<div class="lb-trans"><p>NVDA 營業收入（季度同比增長）數據來源於 YCharts</p>
</div><p>Nvidia will continue to be a top AI investment option, and I think every investor should have some exposure to Nvidia.</p>
<div class="lb-trans"><p>英偉達將繼續成為頂級 AI 投資選擇，我認為每位投資者都應該對英偉達有所投資。</p>
</div><h2>Taiwan Semiconductor Manufacturing</h2>
<div class="lb-trans"><h2>台積電</h2>
</div><p>Taiwan Semiconductor manufactures Nvidia's chips, as Nvidia can't produce them in-house. TSMC also has other major tech companies on its client list, including <strong>Apple</strong> and <strong>Broadcom</strong>. Nearly every company utilizing cutting-edge technology is now working with Taiwan Semiconductor, which bodes well for its market position.</p>
<div class="lb-trans"><p>台積電製造英偉達的芯片，因為英偉達無法在內部生產這些芯片。台積電的客户名單上還有其他主要科技公司，包括 <strong>蘋果</strong> 和 <strong>博通</strong>。幾乎每一家利用尖端技術的公司現在都在與台積電合作，這對其市場地位是個好兆頭。</p>
</div><p>Taiwan Semiconductor established its leadership position in a few ways. First, it's not competing against its customers. Taiwan Semiconductor is a chip foundry only, and isn't trying to undercut its clients by offering chips directly to consumers. Second, it is always at the forefront of new chip technology, which assures its clients that they can remain long-term customers with TSMC instead of needing to hop between foundries to gain access to new tech. Lastly, Taiwan Semiconductor has industry-leading processes that allow it to achieve best-in-class yields. This is currently playing out in the 3nm (nanometer) chip node realm, as TSMC's yield is around 90%, while the only other foundry with this technology, <strong>Samsung</strong>, is reportedly stuck at 50%.</p>
<div class="lb-trans"><p>台積電通過幾種方式確立了其領導地位。首先，它不與客户競爭。台積電僅是一家芯片代工廠，並不試圖通過直接向消費者提供芯片來削弱客户的利益。其次，它始終處於新芯片技術的前沿，這確保了客户可以長期與台積電保持合作，而不需要在不同的代工廠之間跳躍以獲取新技術。最後，台積電擁有行業領先的工藝，使其能夠實現最佳的良率。目前，這在 3 納米芯片節點領域得到了體現，台積電的良率約為 90%，而唯一一家擁有該技術的代工廠 <strong>三星</strong> 的良率 reportedly stuck at 50%。</p>
</div><p>With Taiwan Semiconductor's leadership position, its clients often place orders years in advance. This provides management with an excellent view into what the future holds, allowing it to make bold predictions, such as the one it made at the start of 2025. For the five-year period starting in 2025, management expects AI-related revenue to grow at a 45% compounded annual growth rate (CAGR). TSMC serves more customers than just AI-centric ones, but it still projects its total revenue to grow at a CAGR of nearly 20%.</p>
<div class="lb-trans"><p>憑藉台積電的領導地位，其客户通常提前數年下訂單。這為管理層提供了對未來的良好視野，使其能夠做出大膽的預測，例如它在 2025 年初所做的預測。在 2025 年開始的五年期間，管理層預計與 AI 相關的收入將以 45% 的複合年增長率（CAGR）增長。台積電服務的客户不僅限於 AI 相關的公司，但它仍然預計其總收入將以近 20% 的 CAGR 增長。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/0b456f8fc8d8ffec5af974b4e019d147.png" alt="" original-src="https://media.ycharts.com/charts/0b456f8fc8d8ffec5af974b4e019d147.png"/></p>
<p>TSM Operating Revenue (Quarterly YoY Growth) data by YCharts</p>
<div class="lb-trans"><p>TSM 營業收入（季度同比增長）數據來源於 YCharts</p>
</div><p>That's incredible growth, highlighting why Taiwan Semiconductor is a must-own in the AI investment world.</p>
<div class="lb-trans"><p>這令人難以置信的增長，突顯了為什麼台積電在 AI 投資領域是必不可少的。</p>
</div><p>Both Taiwan Semiconductor and Nvidia are fantastic investment options in the AI realm right now. Each is expecting massive growth, giving investors a great opportunity to outperform the market over the next five years.</p>
<div class="lb-trans"><p>目前，台積電和英偉達都是 AI 領域的絕佳投資選擇。兩者都預計將實現巨大的增長，為投資者提供了在未來五年超越市場的絕佳機會。</p>
</div>

2 Top Artificial Intelligence (AI) Stocks to Buy Right Now

- 人工智能投資仍是市場主流，Nvidia 和台積電受益顯著。  
- Nvidia 預計在數據中心支出增加的背景下，長期前景良好。  
- 台積電預計 AI 相關收入將以 45% 的年複合增長率增長。  

兩隻頂級人工智能（AI）股票現在值得買入