<p>在過去三年中，沒有哪個趨勢比人工智能（AI）的發展更能吸引華爾街的關注。擁有 AI 解決方案的軟件和系統能夠改變美國及全球的企業增長軌跡，這也是為什麼普華永道的分析師將這一全球機會估計為到 2030 年驚人的 15.7 萬億美元。</p>
<p>但正如我們從之前的下一個大事件技術中所知，並不是每家公司都會或能夠保持贏家的地位。值得注意的是，華爾街的頂級億萬富翁資金管理者如何看待這一機會。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg3NjYvbW9uZXktbWFuYWdlci1zdG9jay1jaGFydC1yZWZsZWN0aW9uLWdsYXNzZXMtbGFwdG9wLWJ1eS1zZWxsLWdldHR5LmpwZyZ3PTcwMA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg3NjYvbW9uZXktbWFuYWdlci1zdG9jay1jaGFydC1yZWZsZWN0aW9uLWdsYXNzZXMtbGFwdG9wLWJ1eS1zZWxsLWdldHR5LmpwZyZ3PTcwMA"/></p>
<p>圖片來源：Getty Images。</p>
<p>根據業績表現，圖形處理器（GPU）巨頭 <strong>Nvidia</strong>（NVDA 0.58%）和 AI 數據挖掘專家 <strong>Palantir Technologies</strong>（PLTR 2.30%）的表現勢不可擋。自 2023 年開始以來，Nvidia 和 Palantir 的股價分別飆升了約 1150% 和 2810%！</p>
<p>然而，向美國證券交易委員會提交的季度 13F 報告顯示，這兩家 AI 領軍企業在億萬富翁基金經理中並沒有你想象中的那麼受歡迎。相反，另一家市場領先企業在華爾街被視為無可爭議的 AI 股票首選。</p>
<h2>大多數億萬富翁投資者已經兑現了對 Nvidia 和 Palantir 的投資</h2>
<p>13F 報告允許投資者追蹤華爾街最聰明的基金經理正在買入和賣出的股票。巧合的是，提交截至 6 月的季度 13F 報告的截止日期是明天，8 月 14 日。</p>
<p>根據之前季度的 13F 報告，億萬富翁們通過他們的行動發出了明確的信號。Duquesne Family Office 的 Stanley Druckenmiller 和 Lone Pine Capital 的 Stephen Mandel 完全退出了他們在 Nvidia 的股份，而 Appaloosa 的 David Tepper 和 Coatue Management 的 Philippe Laffont 則處置了大部分股份。</p>
<p>對於 Palantir 來説也是類似的故事，Druckenmiller 將他基金的所有股份都拋售了。</p>
<p>儘管這兩家公司都展現了驚人的銷售和利潤增長，但億萬富翁基金經理對它們持懷疑態度的原因有幾個明確的方面。</p>
<p>可以説，AI 革命最大的擔憂是歷史會重演。包括互聯網的崛起和普及在內，過去三十多年沒有一項顛覆性創新能夠避免早期泡沫破裂事件。投資者總是高估新技術的早期實用性和消費者/企業的採用，這最終導致了高期望未能實現。如果 AI 泡沫形成並破裂，這對 Nvidia 和 Palantir 來説將是個壞消息。</p>
<p>Nvidia 和 Palantir 的另一個歷史包袱是它們各自的高估值。儘管 Nvidia 的前瞻市盈率（P/E）並不算過高，但其過去 12 個月的市銷率（P/S）超過 30，與其他在互聯網泡沫時期達到頂峯的前沿企業相當。</p>
<p>Palantir 的溢價則遠高於 Nvidia。截至 8 月 8 日收盤，Palantir 的市銷率為 137，而大多數行業領軍企業的市銷率在 30 到 40 之間。沒有任何大型公司能夠維持如此高的溢價，儘管 Palantir 擁有不可替代的 Gotham 和 Foundry 平台，但它不太可能成為這一不成文規則的例外。</p>
<p>雖然億萬富翁基金經理們樂於減少或剔除 Nvidia 和 Palantir 的股票，但還有另一隻行業領先的 AI 股票是他們一致看好的。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg3NjYvYnVzaW5lc3NtYW4tbGFwdG9wLWludGVybmV0LXNlYXJjaC1yZXNlYXJjaC1nZXR0eS5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg3NjYvYnVzaW5lc3NtYW4tbGFwdG9wLWludGVybmV0LXNlYXJjaC1yZXNlYXJjaC1nZXR0eS5qcGcmdz03MDA"/></p>
<p>圖片來源：Getty Images。</p>
<h2>這是億萬富翁資金管理者無可爭議的 AI 股票首選</h2>
<p>在眾多將 AI 作為未來增長計劃核心的公司中，沒有哪家公司比 <strong>Meta Platforms</strong>（META 3.16%）更受億萬富翁投資者的追捧。根據 5 月中旬提交的 13F 報告，截止到 3 月 31 日的交易活動中，有四位億萬富翁資產管理者將 Meta 列為其基金的最大持倉：</p>
<ul>
<li><strong>Tiger Global Management 的 Chase Coleman</strong>：投資資產的 16.18%。</li>
<li><strong>Fundsmith 的 Terry Smith</strong>：投資資產的 10.19%。</li>
<li><strong>Coatue Management 的 Philippe Laffont</strong>：投資資產的 9.55%。</li>
<li><strong>Lone Pine Capital 的 Stephen Mandel</strong>：投資資產的 8.75%。</li>
</ul>
<p>除了是四位知名基金經理的第一大持倉外，它還是 Millennium Management 的 Israel Englander 的第三大持倉（不包括認沽和認購期權），Steven Cohen 的 Point72 Asset Management 的第六大持倉（同樣不包括期權），以及 Fisher Asset Management 的 Ken Fisher 的第十大持倉。換句話説，毫無疑問，Meta Platforms 是億萬富翁投資者的明確首選 AI 股票。</p>
<p>關於 Meta 的一個有趣之處在於，目前它幾乎完全依賴廣告驅動。到 2025 年上半年，其 898 億美元的銷售額中，近 98% 都來自於公司社交媒體網站上的廣告，這些網站包括 Facebook、Instagram、WhatsApp、Threads 和 Facebook Messenger。</p>
<p>沒有任何社交媒體公司能與 Meta 在 6 月吸引的 34.8 億日活躍用户相提並論。企業願意支付溢價以將其信息展示給用户，而沒有比 Meta 更好的平台了。</p>
<p>但廣告也是人工智能在 Meta 紮根的地方。將生成性人工智能解決方案整合到其廣告平台中，使企業能夠為特定用户量身定製和創建信息，最終目標是提高點擊率。Meta Platforms 在截至 6 月的季度中，絕對超出了華爾街的共識收入預測，這表明其在人工智能方面的投資正在獲得回報。</p>
<p>展望未來，Meta Platforms 首席執行官馬克·扎克伯格旨在將人工智能作為貨幣化元宇宙的工具——一個用户可以相互互動和與環境互動的 3D 虛擬世界。Meta 正將自己定位為進入元宇宙的通道，而扎克伯格在新產品和服務的貨幣化方面有着悠久的慢步推進的記錄，直到時機成熟。</p>
<p>另一個幫助 Meta 成功的因素，可能也在迫使億萬富翁基金經理們紛紛湧入，是公司龐大的現金儲備。它在 6 月季度結束時的現金、現金等價物和可交易證券略超過 470 億美元，並且預計全年運營活動的淨現金生成接近 1000 億美元。這樣一個可觀的財富寶庫使 Meta 能夠承擔其他公司難以承受的風險。</p>
<p>最後，Meta 的估值仍然合理。儘管其前瞻市盈率為 25.8，較過去五年的平均前瞻市盈率高出 22%，但 Meta 始終超越共識盈利預期，並且在可預見的未來，預計將保持 15% 或更高的年銷售增長率。</p>

META

<p>億萬富翁資金管理者正在轉變他們在人工智能領域的關注點，儘管 Nvidia 和 Palantir 的股票表現令人印象深刻，但他們正逐漸遠離這兩家公司。相反，Meta Platforms 已成為這些投資者青睞的人工智能股票，多位知名基金經理報告了對其的重大持股。對潛在的人工智能市場泡沫和 Nvidia 與 Palantir 高估值的擔憂促成了這一轉變。Meta 作為一家主要依靠廣告驅動的公司，現在被視為人工智能領域的關鍵參與者，吸引了大量投資興趣</p>

<p>For the better part of the past three years, no trend has been a bigger headline-grabber on Wall Street than the evolution of artificial intelligence (AI). Software and systems empowered with AI solutions have the ability to change the corporate growth arc in America and around the world, which is why the analysts at PwC peg this global opportunity at a jaw-dropping $15.7 trillion by 2030.</p>
<div class="lb-trans"><p>在過去三年中，沒有哪個趨勢比人工智能（AI）的發展更能吸引華爾街的關注。擁有 AI 解決方案的軟件和系統能夠改變美國及全球的企業增長軌跡，這也是為什麼普華永道的分析師將這一全球機會估計為到 2030 年驚人的 15.7 萬億美元。</p>
</div><p>But as we know from previous next-big-thing technologies, not every company will be or remain a winner. What's been particularly noteworthy about the rise of AI is how Wall Street's preeminent billionaire money managers have approached this opportunity.</p>
<div class="lb-trans"><p>但正如我們從之前的下一個大事件技術中所知，並不是每家公司都會或能夠保持贏家的地位。值得注意的是，華爾街的頂級億萬富翁資金管理者如何看待這一機會。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg3NjYvbW9uZXktbWFuYWdlci1zdG9jay1jaGFydC1yZWZsZWN0aW9uLWdsYXNzZXMtbGFwdG9wLWJ1eS1zZWxsLWdldHR5LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F828766%2Fmoney-manager-stock-chart-reflection-glasses-laptop-buy-sell-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><p>Based on sheer performance, graphics processing unit (GPU) colossus <strong>Nvidia</strong>(NVDA 0.58%) and AI-data mining specialist <strong>Palantir Technologies</strong>(PLTR 2.30%) have been unstoppable. Since 2023 began, shares of Nvidia and Palantir have skyrocketed by roughly 1,150% and 2,810%!</p>
<div class="lb-trans"><p>根據業績表現，圖形處理器（GPU）巨頭 <strong>Nvidia</strong>（NVDA 0.58%）和 AI 數據挖掘專家 <strong>Palantir Technologies</strong>（PLTR 2.30%）的表現勢不可擋。自 2023 年開始以來，Nvidia 和 Palantir 的股價分別飆升了約 1150% 和 2810%！</p>
</div><p>However, quarterly Form 13F filings with the Securities and Exchange Commission show these two AI leaders aren't as popular as you might believe with billionaire fund managers. Instead, another market-leading business stands tall as the undisputed favorite AI stock on Wall Street.</p>
<div class="lb-trans"><p>然而，向美國證券交易委員會提交的季度 13F 報告顯示，這兩家 AI 領軍企業在億萬富翁基金經理中並沒有你想象中的那麼受歡迎。相反，另一家市場領先企業在華爾街被視為無可爭議的 AI 股票首選。</p>
</div><h2>Most billionaire investors have cashed in their chips with Nvidia and Palantir</h2>
<div class="lb-trans"><h2>大多數億萬富翁投資者已經兑現了對 Nvidia 和 Palantir 的投資</h2>
</div><p>A 13F allows investors to track which stocks Wall Street's smartest fund managers have been buying and selling. Coincidentally, the deadline to file 13Fs for the June-ended quarter is tomorrow, Aug. 14.</p>
<div class="lb-trans"><p>13F 報告允許投資者追蹤華爾街最聰明的基金經理正在買入和賣出的股票。巧合的是，提交截至 6 月的季度 13F 報告的截止日期是明天，8 月 14 日。</p>
</div><p>Based on 13Fs from previous quarters, billionaires have spoken loudly with their actions. Both Stanley Druckenmiller of Duquesne Family Office and Stephen Mandel of Lone Pine Capital completely exited their respective stakes in Nvidia, while billionaires David Tepper of Appaloosa and Philippe Laffont of Coatue Management disposed of the bulk of their shares.</p>
<div class="lb-trans"><p>根據之前季度的 13F 報告，億萬富翁們通過他們的行動發出了明確的信號。Duquesne Family Office 的 Stanley Druckenmiller 和 Lone Pine Capital 的 Stephen Mandel 完全退出了他們在 Nvidia 的股份，而 Appaloosa 的 David Tepper 和 Coatue Management 的 Philippe Laffont 則處置了大部分股份。</p>
</div><p>It's a similar story for Palantir, with Druckenmiller sending all of his fund's shares to the chopping block.</p>
<div class="lb-trans"><p>對於 Palantir 來説也是類似的故事，Druckenmiller 將他基金的所有股份都拋售了。</p>
</div><p>Although both companies have exhibited phenomenal sales and profit growth, there are a couple of well-defined reasons for billionaire fund managers to be skeptical.</p>
<div class="lb-trans"><p>儘管這兩家公司都展現了驚人的銷售和利潤增長，但億萬富翁基金經理對它們持懷疑態度的原因有幾個明確的方面。</p>
</div><p>Arguably the biggest worry with the AI revolution is that history will repeat itself. Including the rise and proliferation of the internet, there hasn't been a game-changing innovation in over three decades that's avoided an early innings bubble-bursting event. Without fail, investors consistently overestimate the early stage utility and consumer/enterprise adoption of new technologies, which eventually leads to lofty expectations not being met. If an AI bubble were to form and burst, it would be terrible news for Nvidia and Palantir.</p>
<div class="lb-trans"><p>可以説，AI 革命最大的擔憂是歷史會重演。包括互聯網的崛起和普及在內，過去三十多年沒有一項顛覆性創新能夠避免早期泡沫破裂事件。投資者總是高估新技術的早期實用性和消費者/企業的採用，這最終導致了高期望未能實現。如果 AI 泡沫形成並破裂，這對 Nvidia 和 Palantir 來説將是個壞消息。</p>
</div><p>The other historical overhang for Nvidia and Palantir is their respective premium valuations. Though Nvidia's forward price-to-earnings (P/E) ratio isn't egregiously high, its trailing-12-month price-to-sales (P/S) ratio of more than 30 is in-line with other cutting-edge businesses that peaked during the dot-com era.</p>
<div class="lb-trans"><p>Nvidia 和 Palantir 的另一個歷史包袱是它們各自的高估值。儘管 Nvidia 的前瞻市盈率（P/E）並不算過高，但其過去 12 個月的市銷率（P/S）超過 30，與其他在互聯網泡沫時期達到頂峯的前沿企業相當。</p>
</div><p>Palantir's premium is <em>considerably</em> higher than Nvidia's. Whereas most industry leaders top out at P/S ratios of 30 to 40, Palantir is tipping the scales at a P/S ratio of 137, as of the closing bell on Aug. 8. No megacap company has ever been able to sustain a premium of this magnitude, and Palantir, despite its irreplaceable Gotham and Foundry platforms, is unlikely to be the exception to this unwritten rule.</p>
<div class="lb-trans"><p>Palantir 的溢價則遠高於 Nvidia。截至 8 月 8 日收盤，Palantir 的市銷率為 137，而大多數行業領軍企業的市銷率在 30 到 40 之間。沒有任何大型公司能夠維持如此高的溢價，儘管 Palantir 擁有不可替代的 Gotham 和 Foundry 平台，但它不太可能成為這一不成文規則的例外。</p>
</div><p>While billionaire fund managers have been content to reduce or remove Nvidia and Palantir stock from their portfolios, there's another industry-leading AI stock they're all in on.</p>
<div class="lb-trans"><p>雖然億萬富翁基金經理們樂於減少或剔除 Nvidia 和 Palantir 的股票，但還有另一隻行業領先的 AI 股票是他們一致看好的。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg3NjYvYnVzaW5lc3NtYW4tbGFwdG9wLWludGVybmV0LXNlYXJjaC1yZXNlYXJjaC1nZXR0eS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F828766%2Fbusinessman-laptop-internet-search-research-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>This is the undisputed favorite AI stock of billionaire money managers</h2>
<div class="lb-trans"><h2>這是億萬富翁資金管理者無可爭議的 AI 股票首選</h2>
</div><p>Among the dozens upon dozens of companies making AI a cornerstone of their future growth plans, none has been more sought after by billionaire investors than <strong>Meta Platforms</strong>(META 3.16%). Based on 13Fs filed in mid-May for trading activity that concluded March 31, four billionaire asset managers listed Meta as their fund's top holding:</p>
<div class="lb-trans"><p>在眾多將 AI 作為未來增長計劃核心的公司中，沒有哪家公司比 <strong>Meta Platforms</strong>（META 3.16%）更受億萬富翁投資者的追捧。根據 5 月中旬提交的 13F 報告，截止到 3 月 31 日的交易活動中，有四位億萬富翁資產管理者將 Meta 列為其基金的最大持倉：</p>
</div><ul>
<li><strong>Chase Coleman of Tiger Global Management</strong>: 16.18% of invested assets.</li>
<li><strong>Terry Smith of Fundsmith</strong>: 10.19% of invested assets.</li>
<li><strong>Philippe Laffont of Coatue Management</strong>: 9.55% of invested assets.</li>
<li><strong>Stephen Mandel of Lone Pine Capital</strong>: 8.75% of invested assets.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>Tiger Global Management 的 Chase Coleman</strong>：投資資產的 16.18%。</li>
<li><strong>Fundsmith 的 Terry Smith</strong>：投資資產的 10.19%。</li>
<li><strong>Coatue Management 的 Philippe Laffont</strong>：投資資產的 9.55%。</li>
<li><strong>Lone Pine Capital 的 Stephen Mandel</strong>：投資資產的 8.75%。</li>
</ul>
</div><p>In addition to being the No. 1 holding for four prominent fund managers, it's the third largest position, excluding put and call options, for Israel Englander of Millennium Management, the No. 6 holding for Steven Cohen's Point72 Asset Management (also excluding options), and the 10th biggest holding for Ken Fisher of Fisher Asset Management. In other words, there's no doubt whatsoever that Meta Platforms is the clear favorite AI stock of billionaire investors.</p>
<div class="lb-trans"><p>除了是四位知名基金經理的第一大持倉外，它還是 Millennium Management 的 Israel Englander 的第三大持倉（不包括認沽和認購期權），Steven Cohen 的 Point72 Asset Management 的第六大持倉（同樣不包括期權），以及 Fisher Asset Management 的 Ken Fisher 的第十大持倉。換句話説，毫無疑問，Meta Platforms 是億萬富翁投資者的明確首選 AI 股票。</p>
</div><p>The interesting quirk about Meta is that, for the moment, it's almost exclusively an advertising-driven company. Through the first six months of 2025, just shy of 98% of its $89.8 billion in sales traced back to advertising on the company's social media sites, which include Facebook, Instagram, WhatsApp, Threads, and Facebook Messenger.</p>
<div class="lb-trans"><p>關於 Meta 的一個有趣之處在於，目前它幾乎完全依賴廣告驅動。到 2025 年上半年，其 898 億美元的銷售額中，近 98% 都來自於公司社交媒體網站上的廣告，這些網站包括 Facebook、Instagram、WhatsApp、Threads 和 Facebook Messenger。</p>
</div><p>No social media company comes remotely close to the 3.48 billion daily active people Meta attracted to its family of apps in June. Businesses are willing to pay a premium to get their message(s) in front of users, and there's no better platform to do that with than Meta.</p>
<div class="lb-trans"><p>沒有任何社交媒體公司能與 Meta 在 6 月吸引的 34.8 億日活躍用户相提並論。企業願意支付溢價以將其信息展示給用户，而沒有比 Meta 更好的平台了。</p>
</div><p>But advertising is also where artificial intelligence is laying its roots for Meta. Integrating generative AI solutions into its advertising platform is allowing businesses to tailor and create messages for specific users, with the ultimate goal of improving click-through rate. The fact that Meta Platforms absolutely blew Wall Street's consensus revenue forecast out of the water during the June-ended quarter is an indication that its investments in AI are paying off.</p>
<div class="lb-trans"><p>但廣告也是人工智能在 Meta 紮根的地方。將生成性人工智能解決方案整合到其廣告平台中，使企業能夠為特定用户量身定製和創建信息，最終目標是提高點擊率。Meta Platforms 在截至 6 月的季度中，絕對超出了華爾街的共識收入預測，這表明其在人工智能方面的投資正在獲得回報。</p>
</div><p>Looking a bit further down the line, Meta Platforms CEO Mark Zuckerberg aims to use AI as a tool to monetize the metaverse -- the 3D virtual world where users can interact with each other and their environment. Meta is positioning itself to be an on-ramp to the metaverse, and Zuckerberg has a lengthy track record of slow-stepping the monetization of new products and services until the time is right.</p>
<div class="lb-trans"><p>展望未來，Meta Platforms 首席執行官馬克·扎克伯格旨在將人工智能作為貨幣化元宇宙的工具——一個用户可以相互互動和與環境互動的 3D 虛擬世界。Meta 正將自己定位為進入元宇宙的通道，而扎克伯格在新產品和服務的貨幣化方面有着悠久的慢步推進的記錄，直到時機成熟。</p>
</div><p>Another factor that's helping Meta succeed, and which may be coercing billionaire fund managers to pile in, is the company's enormous cash pile. It closed out the June quarter with a little over $47 billion in cash, cash equivalents, and marketable securities, and is pacing nearly $100 billion in net cash generation from operating activities for the full year. A sizable treasure chest allows Meta to take risks that few other companies can afford to.</p>
<div class="lb-trans"><p>另一個幫助 Meta 成功的因素，可能也在迫使億萬富翁基金經理們紛紛湧入，是公司龐大的現金儲備。它在 6 月季度結束時的現金、現金等價物和可交易證券略超過 470 億美元，並且預計全年運營活動的淨現金生成接近 1000 億美元。這樣一個可觀的財富寶庫使 Meta 能夠承擔其他公司難以承受的風險。</p>
</div><p>Lastly, Meta's valuation remains reasonable. Even though its forward P/E of 25.8 is 22% above its average forward P/E over the trailing-five-year period, Meta has consistently blown past consensus earnings estimates and looks to maintain an annual sales growth rate of 15% or greater for the foreseeable future.</p>
<div class="lb-trans"><p>最後，Meta 的估值仍然合理。儘管其前瞻市盈率為 25.8，較過去五年的平均前瞻市盈率高出 22%，但 Meta 始終超越共識盈利預期，並且在可預見的未來，預計將保持 15% 或更高的年銷售增長率。</p>
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Billionaire Money Managers Have a Clear Favorite Artificial Intelligence (AI) Stock -- and It's Not Nvidia or Palantir

- 人工智能的崛起使其成為華爾街的熱門話題，預計到 2030 年全球市場機會達 15.7 萬億美元。  
- 儘管 Nvidia 和 Palantir 股價大幅上漲，但億萬富翁投資者卻逐漸減持這兩隻股票。  
- Meta Platforms 成為億萬富翁投資者的首選 AI 股票，因其廣告收入和 AI 投資表現出色。  

億萬富翁資金管理者有一個明確的人工智能（AI）股票最愛，而這個股票並不是英偉達或 Palantir