<p>尋找便宜的人工智能（AI）股票並不容易。市場上有許多被高估和過度炒作的 AI 股票，很容易被這些投資所吸引。然而，儘管長期前景良好，仍然有很多我認為被低估的股票。</p>
<p>對我來説，有三個股票符合這個分類，分別是 <strong>Alphabet</strong>(GOOG 0.54%)(GOOGL 0.46%)、<strong>台積電</strong>(TSM -0.88%) 和 <strong>The Trade Desk</strong>(TTD 2.66%)。現在這些股票看起來都是極好的買入機會，我預計到 2030 年它們的股價會大幅上漲，部分原因是被低估。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg5MDgvcGVyc29uLWJ1eWluZy1hLXN0b2NrLXdoaWxlLXVzaW5nLWEtY29tcHV0ZXItYW5kLWEtdGFibGV0LmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="466" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg5MDgvcGVyc29uLWJ1eWluZy1hLXN0b2NrLXdoaWxlLXVzaW5nLWEtY29tcHV0ZXItYW5kLWEtdGFibGV0LmpwZyZ3PTcwMA"/></p>
<p>圖片來源：Getty Images。</p>
<h2>Alphabet</h2>
<p>Alphabet 是谷歌及其他多個品牌的母公司。然而，其谷歌搜索引擎帶來了大部分收入，但也受到審查。許多投資者擔心生成式 AI 模型會取代谷歌搜索，這將對 Alphabet 構成巨大的阻力。</p>
<p>因此，市場給了 Alphabet 一個便宜的股價。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/a6559dd84493cd3c8dfdc4fb8fa1d8c5.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/a6559dd84493cd3c8dfdc4fb8fa1d8c5.png"/></p>
<p>GOOGL 市盈率（前瞻性）數據來自 YCharts</p>
<p>儘管最近幾個月有強勁的復甦，Alphabet 的股價仍然低於 <strong>標準普爾 500 指數</strong>（^GSPC -0.29%），後者的前瞻性市盈率為 23.7 倍。</p>
<p>然而，我認為這種折扣是不合理的。谷歌搜索已經整合了 AI 搜索概述，以實現 AI 與傳統體驗的混合。谷歌搜索在第二季度也實現了強勁的收入增長，同比增長 12%。</p>
<p>我認為儘管競爭加劇，谷歌仍將保持領先地位，長期的業績將推動 Alphabet 在未來五年內成為一隻贏家股票。</p>
<h2>台積電</h2>
<p>台積電是 AI 軍備競賽的巨大受益者。它是一家芯片代工廠，為許多頂級 AI 公司生產芯片。因此，它從數據中心資本支出的增加中賺取了大量資金。管理層預計其強勁的增長將持續多年，並預測與 AI 相關的收入將在未來五年（從 2025 年開始）以 45% 的複合年增長率（CAGR）增長，而整體收入將以近 20% 的 CAGR 增長。</p>
<p>考慮到整體市場通常以約 10% 的年增長率上升，這將表明其增長將超越市場。然而，台積電的股票估值與整體市場大致相同，前瞻性市盈率為 25 倍。</p>
<p>雖然從技術上講，這比市場更貴，但對於台積電的預期增長來説，這是一小部分溢價。因此，現在看起來是一個極好的買入機會。</p>
<h2>The Trade Desk</h2>
<p>The Trade Desk 運營一個作為廣告市場的軟件平台。它在平台的需求方運營，專為希望宣傳其產品和服務的公司量身定製。</p>
<p>它有一個基於 AI 的產品 Kokai，正在將客户遷移到該產品上，儘管在此過程中遇到了一些問題。這導致增長略有放緩，短期前景也有所減弱。加上關税對一些公司的影響，The Trade Desk 並未完全發揮其潛力，市場因此懲罰了它，股價在財報發佈後從近期高點下跌了約 40%。</p>
<p>然而，這裏仍然存在巨大的長期投資機會，投資者不應忽視這一顯而易見的機會。數字廣告市場持續增長，而 The Trade Desk 是進入這一領域的主要方式之一，超越了控制特定網站的公司。The Trade Desk 在未來五年內可以帶來爆炸性的回報，今天以折扣價購買股票是一個聰明的舉動。</p>

台積電

谷歌-A

谷歌-C

半導體 3 倍做多 - Direxion

<p>三隻被低估的人工智能股票，具有強勁的長期前景，分別是：谷歌-A、台積電和 The Trade Desk。儘管對生成式人工智能存在擔憂，谷歌-A 仍顯示出強勁的收入增長，並且其估值低於標準普爾 500 指數。台積電受益於人工智能軍備競賽，預計將實現顯著的收入增長。The Trade Desk 雖然面臨短期挑戰，但在不斷增長的數字廣告市場中具備長期獲利的潛力。這三隻股票都被認為是優秀的買入選擇，預計到 2030 年將有顯著的升值潛力</p>

<p>Finding bargain artificial intelligence (AI) stock isn't easy. There are many overvalued and overhyped AI stocks out there, and it's easy to get caught up in some of those investments. However, there are still plenty that I would consider undervalued, despite solid long-term prospects.</p>
<div class="lb-trans"><p>尋找便宜的人工智能（AI）股票並不容易。市場上有許多被高估和過度炒作的 AI 股票，很容易被這些投資所吸引。然而，儘管長期前景良好，仍然有很多我認為被低估的股票。</p>
</div><p>Three that fall into this classification for me are <strong>Alphabet</strong>(GOOG 0.54%)(GOOGL 0.46%), <strong>Taiwan Semiconductor</strong>(TSM -0.88%), and <strong>The Trade Desk</strong>(TTD 2.66%). All of these look like excellent buys now, and I'd expect each of their stocks to skyrocket by 2030, partly due to undervaluation.</p>
<div class="lb-trans"><p>對我來説，有三個股票符合這個分類，分別是 <strong>Alphabet</strong>(GOOG 0.54%)(GOOGL 0.46%)、<strong>台積電</strong>(TSM -0.88%) 和 <strong>The Trade Desk</strong>(TTD 2.66%)。現在這些股票看起來都是極好的買入機會，我預計到 2030 年它們的股價會大幅上漲，部分原因是被低估。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg5MDgvcGVyc29uLWJ1eWluZy1hLXN0b2NrLXdoaWxlLXVzaW5nLWEtY29tcHV0ZXItYW5kLWEtdGFibGV0LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F828908%2Fperson-buying-a-stock-while-using-a-computer-and-a-tablet.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>Alphabet</h2>
<div class="lb-trans"><h2>Alphabet</h2>
</div><p>Alphabet is the parent company of Google, among many other brands. However, its Google Search engine brings in the majority of the revenue, but it's also under scrutiny. Many investors are worried about generative AI models replacing Google Search, which would be a massive headwind for Alphabet.</p>
<div class="lb-trans"><p>Alphabet 是谷歌及其他多個品牌的母公司。然而，其谷歌搜索引擎帶來了大部分收入，但也受到審查。許多投資者擔心生成式 AI 模型會取代谷歌搜索，這將對 Alphabet 構成巨大的阻力。</p>
</div><p>As a result, the market has given Alphabet a cheap stock price.</p>
<div class="lb-trans"><p>因此，市場給了 Alphabet 一個便宜的股價。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/a6559dd84493cd3c8dfdc4fb8fa1d8c5.png" alt="" original-src="https://media.ycharts.com/charts/a6559dd84493cd3c8dfdc4fb8fa1d8c5.png"/></p>
<p>GOOGL PE Ratio (Forward) data by YCharts</p>
<div class="lb-trans"><p>GOOGL 市盈率（前瞻性）數據來自 YCharts</p>
</div><p>Although it has had a strong recovery in recent months, Alphabet is still cheaper than the <strong>S&amp;P 500</strong>(^GSPC -0.29%), which trades for 23.7 times forward earnings.</p>
<div class="lb-trans"><p>儘管最近幾個月有強勁的復甦，Alphabet 的股價仍然低於 <strong>標準普爾 500 指數</strong>（^GSPC -0.29%），後者的前瞻性市盈率為 23.7 倍。</p>
</div><p>However, I think this discount is unwarranted. Google Search has already integrated AI search overviews as a way to make a hybrid AI and traditional experience. Google Search also delivered strong revenue growth in Q2, rising 12% year over year.</p>
<div class="lb-trans"><p>然而，我認為這種折扣是不合理的。谷歌搜索已經整合了 AI 搜索概述，以實現 AI 與傳統體驗的混合。谷歌搜索在第二季度也實現了強勁的收入增長，同比增長 12%。</p>
</div><p>I think Google will remain on top despite rising competition, and long-term results will help propel Alphabet to become a winning stock over the next five years.</p>
<div class="lb-trans"><p>我認為儘管競爭加劇，谷歌仍將保持領先地位，長期的業績將推動 Alphabet 在未來五年內成為一隻贏家股票。</p>
</div><h2>Taiwan Semiconductor</h2>
<div class="lb-trans"><h2>台積電</h2>
</div><p>Taiwan Semiconductor is a massive beneficiary of the AI arms race. It's a chip foundry that produces chips for many of the top AI companies. As a result, it's making a ton of money from increased data center capital expenditures. Management expects its strong growth to continue for many years, as it gave a projection that AI-related revenue would increase at a 45% compound annual growth rate (CAGR) over the next five years (starting in 2025) and overall revenue would increase at nearly a 20% CAGR.</p>
<div class="lb-trans"><p>台積電是 AI 軍備競賽的巨大受益者。它是一家芯片代工廠，為許多頂級 AI 公司生產芯片。因此，它從數據中心資本支出的增加中賺取了大量資金。管理層預計其強勁的增長將持續多年，並預測與 AI 相關的收入將在未來五年（從 2025 年開始）以 45% 的複合年增長率（CAGR）增長，而整體收入將以近 20% 的 CAGR 增長。</p>
</div><p>Considering that the overall market usually rises at around a 10% annual pace, this would indicate market-crushing growth. However, Taiwan Semiconductor's stock is valued at about the same level as the broader market, trading at 25 times forward earnings.</p>
<div class="lb-trans"><p>考慮到整體市場通常以約 10% 的年增長率上升，這將表明其增長將超越市場。然而，台積電的股票估值與整體市場大致相同，前瞻性市盈率為 25 倍。</p>
</div><p>While that's technically more expensive than the market, it's a small premium to pay for Taiwan Semi's projected growth. As a result, it looks like an excellent stock to buy now.</p>
<div class="lb-trans"><p>雖然從技術上講，這比市場更貴，但對於台積電的預期增長來説，這是一小部分溢價。因此，現在看起來是一個極好的買入機會。</p>
</div><h2>The Trade Desk</h2>
<div class="lb-trans"><h2>The Trade Desk</h2>
</div><p>The Trade Desk operates a software platform that acts as an ad marketplace. It operates on the demand side of the platform, which is tailored to companies that want to advertise their products and services.</p>
<div class="lb-trans"><p>The Trade Desk 運營一個作為廣告市場的軟件平台。它在平台的需求方運營，專為希望宣傳其產品和服務的公司量身定製。</p>
</div><p>It has an AI-based product, Kokai, that it's migrating customers to, although there have been a few snags along the way. This has caused growth to slow a bit and the near-term outlook to slow. Alongside the effects of tariffs on some companies, The Trade Desk isn't firing on all cylinders, and the market punished it for that, dropping the stock around 40% from its recent highs following earnings.</p>
<div class="lb-trans"><p>它有一個基於 AI 的產品 Kokai，正在將客户遷移到該產品上，儘管在此過程中遇到了一些問題。這導致增長略有放緩，短期前景也有所減弱。加上關税對一些公司的影響，The Trade Desk 並未完全發揮其潛力，市場因此懲罰了它，股價在財報發佈後從近期高點下跌了約 40%。</p>
</div><p>However, there's still a massive long-term investment opportunity here, and investors shouldn't overlook this no-brainer. The digital advertising market continues to grow, and The Trade Desk is a major way to play this space outside of companies that control specific websites. The Trade Desk can deliver explosive returns over the next five years, and buying shares on sale today is a genius move.</p>
<div class="lb-trans"><p>然而，這裏仍然存在巨大的長期投資機會，投資者不應忽視這一顯而易見的機會。數字廣告市場持續增長，而 The Trade Desk 是進入這一領域的主要方式之一，超越了控制特定網站的公司。The Trade Desk 在未來五年內可以帶來爆炸性的回報，今天以折扣價購買股票是一個聰明的舉動。</p>
</div>

3 Bargain Artificial Intelligence (AI) Stocks That Could Skyrocket By 2030

- 三隻被認為被低估的人工智能股票是 Alphabet、台灣半導體和 The Trade Desk。  
- Alphabet 受市場低估，儘管其搜索引擎收入強勁增長。  
- 台灣半導體和 The Trade Desk 也展現出長期增長潛力，值得投資。  

3 只可能在 2030 年前飆升的廉價人工智能（AI）股票