<p>在人工智能（AI）領域尋找便宜的股票並不是一件容易的事情。這個行業非常受歡迎，投入到這場軍備競賽中的資金令人瞠目結舌。然而，我認為有一隻股票看起來是一個絕佳的買入機會，而且價格合理：<strong>Alphabet</strong>（GOOG 2.98%）（GOOGL 3.10%）。</p>
<p>Alphabet 以多種方式參與了人工智能的軍備競賽。雖然 <strong>Microsoft</strong> 通過投資 OpenAI 並將 ChatGPT 納入其瀏覽器而搶先於谷歌，但 Alphabet 已經迎頭趕上，並且仍然是以合理價格投資人工智能的最佳選擇之一。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjk5MTgvcGVyc29uLWFuYWx5aXppbmctZmluYW5jaWFsLWRhdGEtb24tbXVsdGlwbGUtc2NyZWVucy5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjk5MTgvcGVyc29uLWFuYWx5aXppbmctZmluYW5jaWFsLWRhdGEtb24tbXVsdGlwbGUtc2NyZWVucy5qcGcmdz03MDA"/></p>
<p>圖片來源：Getty Images。</p>
<h2>儘管有人呼籲其衰落，谷歌搜索仍然表現良好</h2>
<p>Alphabet 是谷歌、YouTube、Android 操作系統和 Waymo 的母公司。它的業務範圍廣泛，但其科技帝國的很大一部分收入來自廣告，特別是來自谷歌搜索引擎。目前市場情緒認為，谷歌搜索將在未來被生成式人工智能取代，這將對 Alphabet 的基礎業務造成重大損害。</p>
<p>然而，谷歌並沒有默默退場。</p>
<p>它已經推出了 AI 搜索概述，提供生成式人工智能驅動的谷歌搜索摘要，將傳統搜索體驗與新一代生成式人工智能產品相結合。這種組合對於大多數消費者來説可能已經足夠，並且應該使谷歌在訪問互聯網的消費者心中保持領先地位。</p>
<p>目前看來，谷歌搜索的收入在第二季度同比增長了 12%。這比第一季度的 10% 增長速度有所加快，表明儘管存在被取代的擔憂，谷歌搜索的表現相當不錯。</p>
<p>但這並不是 Alphabet 接觸人工智能的唯一方式。</p>
<h2>谷歌雲是 Alphabet 的增長引擎</h2>
<p>處理人工智能工作負載所需的計算能力需求正在激增，大多數用户都在雲端運行他們的工作負載。這對像谷歌雲這樣的雲計算提供商是一個重大推動，隨着人工智能軍備競賽的推進，它們的需求也在上升。谷歌雲建立了一個龐大的數據中心網絡，配備了高性能的計算設備用於人工智能工作負載，以及其他較低性能的設備用於更通用的工作負載。它已成為行業內運行人工智能工作負載的頂級平台之一，甚至獲得了其人工智能競爭對手 OpenAI 的業務。</p>
<p>谷歌雲目前在 Alphabet 的整體收入中佔比並不大，僅佔 14%，但它是增長最快的細分市場。在第二季度，谷歌雲的收入同比增長了 32%，因此考慮到雲計算領域的預期增長，它在未來幾年可能會對公司的整體收入貢獻更大。</p>
<h2>Alphabet 的低價標籤是購買該股票的重要原因</h2>
<p>儘管 Alphabet 的業務運營水平很高，第二季度整體收入增長了 14%，稀釋後每股收益（EPS）增長了 22%，但市場對 Alphabet 的股票仍然缺乏尊重。該股票的交易價格低於更廣泛市場的水平，按 <strong>S&amp;P 500</strong> 的標準，後者的前瞻性市盈率為 24.1 倍。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/582432ff1150684537420b5d59191b06.png?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://media.ycharts.com/charts/582432ff1150684537420b5d59191b06.png"/></p>
<p>GOOGL 前瞻性市盈率數據來自 YCharts</p>
<p>Alphabet 的前瞻性市盈率為 20.3 倍，遠低於更廣泛市場，使其相比之下成為一個絕佳的便宜貨。此外，儘管 Alphabet 的增長速度超過了一些大型科技公司，如 <strong>Apple</strong>，但其價格標籤仍遠低於這些同行。</p>
<p>Alphabet 的處境並沒有像許多投資者幾個月前所擔心的那樣糟糕，並且其業績表現也相當出色。考慮到 Alphabet 仍然保持着便宜的價格標籤，我認為在市場上很少有比現在投資 Alphabet 股票更好的選擇。</p>

谷歌-A

谷歌-C

<p>儘管市場對生成性人工智能的擔憂導致其下滑，Alphabet（GOOG，GOOGL）仍被視為一隻超值的人工智能股票。該公司推出了人工智能搜索功能，並報告了 Google 搜索收入增長 12%。Google Cloud 快速增長，收入上升 32%，正成為人工智能工作負載的重要參與者。Alphabet 的股票前瞻市盈率為 20.3，低於標準普爾 500 的 24.1，使其成為一個具有吸引力的投資機會，因為它繼續表現良好</p>

<p>Finding bargain stocks in the artificial intelligence (AI) space isn't an easy task. The sector is quite popular, and the amount of money being spent to fund this arms race is jaw-dropping. However, I think there's one stock that looks like an excellent buy that's also reasonably priced: <strong>Alphabet</strong>(GOOG 2.98%)(GOOGL 3.10%).</p>
<div class="lb-trans"><p>在人工智能（AI）領域尋找便宜的股票並不是一件容易的事情。這個行業非常受歡迎，投入到這場軍備競賽中的資金令人瞠目結舌。然而，我認為有一隻股票看起來是一個絕佳的買入機會，而且價格合理：<strong>Alphabet</strong>（GOOG 2.98%）（GOOGL 3.10%）。</p>
</div><p>Alphabet is involved in the AI arms race in multiple ways. While <strong>Microsoft</strong> got the jump on Google by investing in OpenAI and incorporating ChatGPT into its browser, Alphabet has caught up and remains a top way to invest in AI at a reasonable price.</p>
<div class="lb-trans"><p>Alphabet 以多種方式參與了人工智能的軍備競賽。雖然 <strong>Microsoft</strong> 通過投資 OpenAI 並將 ChatGPT 納入其瀏覽器而搶先於谷歌，但 Alphabet 已經迎頭趕上，並且仍然是以合理價格投資人工智能的最佳選擇之一。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjk5MTgvcGVyc29uLWFuYWx5aXppbmctZmluYW5jaWFsLWRhdGEtb24tbXVsdGlwbGUtc2NyZWVucy5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F829918%2Fperson-analyizing-financial-data-on-multiple-screens.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>Google Search is still doing well despite calls for its downfall</h2>
<div class="lb-trans"><h2>儘管有人呼籲其衰落，谷歌搜索仍然表現良好</h2>
</div><p>Alphabet is the parent company of Google, YouTube, the Android operating system, and Waymo. It has a wide-reaching umbrella, but a significant chunk of its tech empire derives revenue from advertising, specifically from the Google Search engine. Current market sentiment assumes that Google Search will be replaced by generative AI in the future, which will harm Alphabet's base business significantly.</p>
<div class="lb-trans"><p>Alphabet 是谷歌、YouTube、Android 操作系統和 Waymo 的母公司。它的業務範圍廣泛，但其科技帝國的很大一部分收入來自廣告，特別是來自谷歌搜索引擎。目前市場情緒認為，谷歌搜索將在未來被生成式人工智能取代，這將對 Alphabet 的基礎業務造成重大損害。</p>
</div><p>However, Google isn't going silently into the night.</p>
<div class="lb-trans"><p>然而，谷歌並沒有默默退場。</p>
</div><p>It already launched AI search Overviews, which provide a generative-AI-powered summary of a Google search, integrating a traditional search experience with a new-age generative AI product. This combination is likely enough generative AI for most consumers, and should allow Google to remain top of mind for consumers accessing the internet.</p>
<div class="lb-trans"><p>它已經推出了 AI 搜索概述，提供生成式人工智能驅動的谷歌搜索摘要，將傳統搜索體驗與新一代生成式人工智能產品相結合。這種組合對於大多數消費者來説可能已經足夠，並且應該使谷歌在訪問互聯網的消費者心中保持領先地位。</p>
</div><p>This seems to be how it's playing out right now, as Google Search's revenue increased by 12% year over year in the second quarter. That's an acceleration from Q1's 10% growth pace, indicating that Google Search is doing quite well despite fears of replacement.</p>
<div class="lb-trans"><p>目前看來，谷歌搜索的收入在第二季度同比增長了 12%。這比第一季度的 10% 增長速度有所加快，表明儘管存在被取代的擔憂，谷歌搜索的表現相當不錯。</p>
</div><p>But that's not the only way Alphabet is exposed to AI.</p>
<div class="lb-trans"><p>但這並不是 Alphabet 接觸人工智能的唯一方式。</p>
</div><h2>Google Cloud is a growth machine for Alphabet</h2>
<div class="lb-trans"><h2>谷歌雲是 Alphabet 的增長引擎</h2>
</div><p>The demand for computing power to handle AI workloads is booming, and most users are running their workloads on the cloud. This is a major boost for cloud computing providers like Google Cloud, which have seen an uptick in demand alongside the AI arms race. Google Cloud built a massive network of data centers filled with high-powered computing devices for AI workloads, and other less powerful units for more generic ones. It became one of the top platforms in the industry for running AI workloads on, and even landed the business of one of its AI competitors, OpenAI.</p>
<div class="lb-trans"><p>處理人工智能工作負載所需的計算能力需求正在激增，大多數用户都在雲端運行他們的工作負載。這對像谷歌雲這樣的雲計算提供商是一個重大推動，隨着人工智能軍備競賽的推進，它們的需求也在上升。谷歌雲建立了一個龐大的數據中心網絡，配備了高性能的計算設備用於人工智能工作負載，以及其他較低性能的設備用於更通用的工作負載。它已成為行業內運行人工智能工作負載的頂級平台之一，甚至獲得了其人工智能競爭對手 OpenAI 的業務。</p>
</div><p>Google Cloud isn't a large part of Alphabet today; it only made up 14% of total revenue, but it is the fastest-growing segment. In Q2, Google Cloud's revenue rose by 32% year over year, so it could be a much bigger contributor to the company's overall revenue in the coming years, especially when you consider the projected growth in the cloud computing space.</p>
<div class="lb-trans"><p>谷歌雲目前在 Alphabet 的整體收入中佔比並不大，僅佔 14%，但它是增長最快的細分市場。在第二季度，谷歌雲的收入同比增長了 32%，因此考慮到雲計算領域的預期增長，它在未來幾年可能會對公司的整體收入貢獻更大。</p>
</div><h2>Alphabet's cheap price tag is a huge reason to buy the stock</h2>
<div class="lb-trans"><h2>Alphabet 的低價標籤是購買該股票的重要原因</h2>
</div><p>Despite Alphabet's business operating at a high level, overall revenue rising by 14% in Q2 and diluted earnings per share (EPS) rising by 22%, the market still has no respect for Alphabet's stock. The stock trades at a discount to the broader market, as measured by the <strong>S&amp;P 500</strong>, which trades for 24.1 times forward earnings.</p>
<div class="lb-trans"><p>儘管 Alphabet 的業務運營水平很高，第二季度整體收入增長了 14%，稀釋後每股收益（EPS）增長了 22%，但市場對 Alphabet 的股票仍然缺乏尊重。該股票的交易價格低於更廣泛市場的水平，按 <strong>S&amp;P 500</strong> 的標準，後者的前瞻性市盈率為 24.1 倍。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/582432ff1150684537420b5d59191b06.png" alt="" original-src="https://media.ycharts.com/charts/582432ff1150684537420b5d59191b06.png"/></p>
<p>GOOGL PE Ratio (Forward) data by YCharts</p>
<div class="lb-trans"><p>GOOGL 前瞻性市盈率數據來自 YCharts</p>
</div><p>Alphabet trades for a far more reasonable 20.3 times forward earnings, making it an excellent bargain compared to the broader market. Additionally, this price tag is much lower than its big tech peers, despite Alphabet growing at a faster rate than some of them, such as <strong>Apple</strong>.</p>
<div class="lb-trans"><p>Alphabet 的前瞻性市盈率為 20.3 倍，遠低於更廣泛市場，使其相比之下成為一個絕佳的便宜貨。此外，儘管 Alphabet 的增長速度超過了一些大型科技公司，如 <strong>Apple</strong>，但其價格標籤仍遠低於這些同行。</p>
</div><p>Alphabet isn't in as bad a place as many investors feared just a few months ago, and is posting excellent results to boot. With Alphabet's legacy cheap price tag still hanging around, I think there are few better places in the market to invest than Alphabet's stock right now.</p>
<div class="lb-trans"><p>Alphabet 的處境並沒有像許多投資者幾個月前所擔心的那樣糟糕，並且其業績表現也相當出色。考慮到 Alphabet 仍然保持着便宜的價格標籤，我認為在市場上很少有比現在投資 Alphabet 股票更好的選擇。</p>
</div>

1 Bargain Artificial Intelligence (AI) Stock You Can't Afford to Miss

- Alphabet 在人工智能領域表現出色，股價合理，值得投資。  
- Google Search 收入同比增長 12%，顯示出強勁的市場需求。  
- Google Cloud 收入增長 32%，未來有望成為主要收入來源。

一隻你絕對不能錯過的廉價人工智能（AI）股票