<p>市場最近表現相當不錯，如果你有現金在一旁，你可能會對回報感到有些失望，因為如果這些資金被投資，回報可能會更高。然而，我相信現在仍然有幾個值得把握的有前景的機會。</p>
<p>如果你有 50,000 美元準備投資（或者任何金額），我認為這些是目前市場上最具價值的股票之一。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkyNDAvcGVyc29uLWJ1eWluZy1hLXN0b2NrLXdoaWxlLXVzaW5nLWEtY29tcHV0ZXItYW5kLWEtdGFibGV0LmpwZyZ3PTcwMA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkyNDAvcGVyc29uLWJ1eWluZy1hLXN0b2NrLXdoaWxlLXVzaW5nLWEtY29tcHV0ZXItYW5kLWEtdGFibGV0LmpwZyZ3PTcwMA"/></p>
<p>圖片來源：Getty Images。</p>
<h2>Alphabet</h2>
<p><strong>Alphabet</strong>(GOOG 0.56%)(GOOGL 0.63%) 是全球最具主導地位的公司之一，得益於其 Google 生態系統。然而，許多投資者擔心 Google 可能會失去對生成性人工智能的市場份額。雖然這是一個合理的擔憂，但現實是生成性人工智能已經存在多年，而 Google 搜索仍然是市場的絕對領導者。此外，Google 已經將 AI 搜索概述整合到其搜索引擎中，結合了生成性人工智能和傳統搜索體驗。</p>
<p>管理層指出，這已成為一個極受歡迎的功能，並且可以以與傳統搜索相同的速度進行貨幣化。這一切都構成了一個投資論點，即 Google 搜索將在長期內保持穩定，其最近的業績也支持這一點。在第二季度，Google 搜索的收入同比增長了 12%。此外，得益於對 AI 的強勁需求，Google Cloud 的收入增長了 32%。</p>
<p>儘管 Alphabet 在第二季度表現出色，但其股票的交易價格仍顯著低於市場水平，僅以 21 倍的預期市盈率進行購買。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/0b7953b361180e148286a07630b13a75.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/0b7953b361180e148286a07630b13a75.png"/></p>
<p>GOOGL 市盈率（預期）數據來源於 YCharts</p>
<p>Alphabet 是目前股市中最大的便宜貨之一，投資者應該考慮在其折扣價位大量購買股票。</p>
<h2>The Trade Desk</h2>
<p>繼續關注那些從廣告中產生大量收入的公司，<strong>The Trade Desk</strong>(TTD -1.23%)。這家公司運營着一個獨立的數字廣告平台，經歷了起伏不定的一年。</p>
<p>它正在努力將客户基礎轉向其新的 AI 驅動平台，而這一過渡過程並不順利。這導致 The Trade Desk 在去年第四季度首次未能達到管理層的指導預期。管理層還預測 2025 年第三季度的增長疲軟，預計僅有 14% 的增長。</p>
<p>這是該公司在公開市場歷史上除一個受 COVID-19 影響的季度外，增長率最低的一次。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/b78e81acd23c90d9ef24d26f621abff6.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/b78e81acd23c90d9ef24d26f621abff6.png"/></p>
<p>TTD 收入（季度同比增長）數據來源於 YCharts</p>
<p>因此，投資者感到恐慌，股票被大量拋售。該股從高點下跌超過 60%，但投資者忽視了幾個關鍵因素。首先，2024 年第三季度的政治支出激增，這對 The Trade Desk 的增長率造成了人為的阻力。如果沒有這一點，The Trade Desk 的增長將會更大。另一個因素是我們仍處於連接電視的早期階段，這對 The Trade Desk 的長期增長投資至關重要。</p>
<p>目前 The Trade Desk 的交易市盈率為 29 倍，是一個極好的增長股票，值得在其歷史低位時購買。</p>
<h2>MercadoLibre</h2>
<p>另一個較不為人知的公司是 <strong>MercadoLibre</strong>(MELI 0.08%)，它是拉丁美洲的電子商務領導者。MercadoLibre 年復一年地實現了出色的增長，其最新的業績也不例外。</p>
<p>在第二季度，商業收入增長了 45%，而金融科技收入在貨幣中性基礎上飆升了 63%。貨幣波動一直是拉丁美洲的重大挑戰，因此在調整這些波動後看到強勁增長對投資者來説至關重要。</p>
<p>儘管持續強勁增長，MercadoLibre 的交易估值仍處於其估值範圍的低端，這一水平在過去十年中大部分時間都保持不變。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/743679cd00f6042d516910e9493cbcf0.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/743679cd00f6042d516910e9493cbcf0.png"/></p>
<p>MELI 市銷率數據來源於 YCharts</p>
<p>以五倍的銷售額計算，其估值幾乎是 2010 年至 2020 年期間的一半，如果能夠回到那個更高的估值水平，將為股東帶來巨大的收益。即使沒有回到那個水平，其在拉丁美洲的商業和金融科技平台仍有顯著的增長潛力，使其成為一個值得購買和持有的優秀股票。</p>

谷歌-A

谷歌-C

1 倍做空谷歌 ETF - Direxion

2 倍做多谷歌 ETF - Direxion

<p>本文討論了目前投資 50,000 美元的最佳股票，重點介紹了三家公司：谷歌-A、The Trade Desk 和 MercadoLibre。儘管對生成性人工智能存在擔憂，谷歌-A 依然是一個強勁的投資選擇，第二季度收入增長了 12%。儘管最近面臨挑戰，The Trade Desk 被視為一個以折扣價交易的增長機會。MercadoLibre 在拉丁美洲展現出令人印象深刻的增長，商業收入增長了 45%，並且相較於其歷史區間被低估。總體而言，這些股票提供了有前景的投資機會</p>

<p>The market has been on quite a run lately, and if you have cash on the sidelines, you may have been somewhat disappointed in the returns compared to what they could have been if the money were invested. However, I believe there are still several promising opportunities available that are worth taking advantage of right now.</p>
<div class="lb-trans"><p>市場最近表現相當不錯，如果你有現金在一旁，你可能會對回報感到有些失望，因為如果這些資金被投資，回報可能會更高。然而，我相信現在仍然有幾個值得把握的有前景的機會。</p>
</div><p>If you have $50,000 ready to invest (or any dollar amount, for that matter), I think these are among the best values on the market right now.</p>
<div class="lb-trans"><p>如果你有 50,000 美元準備投資（或者任何金額），我認為這些是目前市場上最具價值的股票之一。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkyNDAvcGVyc29uLWJ1eWluZy1hLXN0b2NrLXdoaWxlLXVzaW5nLWEtY29tcHV0ZXItYW5kLWEtdGFibGV0LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F829240%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><strong>Alphabet</strong>(GOOG 0.56%)(GOOGL 0.63%) is one of the world's most dominant companies, thanks to its Google ecosystem. However, many investors are concerned that Google may lose market share to generative AI. While that's a valid concern, the reality is that generative AI has been around for several years, and Google Search is still the market leader by far. Furthermore, Google has integrated AI search overviews into its search engine, merging generative AI and a traditional search experience.</p>
<div class="lb-trans"><p><strong>Alphabet</strong>(GOOG 0.56%)(GOOGL 0.63%) 是全球最具主導地位的公司之一，得益於其 Google 生態系統。然而，許多投資者擔心 Google 可能會失去對生成性人工智能的市場份額。雖然這是一個合理的擔憂，但現實是生成性人工智能已經存在多年，而 Google 搜索仍然是市場的絕對領導者。此外，Google 已經將 AI 搜索概述整合到其搜索引擎中，結合了生成性人工智能和傳統搜索體驗。</p>
</div><p>Management noted that this has become an incredibly popular feature, and it can be monetized at the same rate as traditional searches. This all adds up to an investment thesis that Google Search will remain stable over the long term, and its recent results support that. In Q2, Google Search's revenue rose 12% year over year. It was also boosted by strong growth from Google Cloud, which increased revenue by 32% due to robust demand for AI.</p>
<div class="lb-trans"><p>管理層指出，這已成為一個極受歡迎的功能，並且可以以與傳統搜索相同的速度進行貨幣化。這一切都構成了一個投資論點，即 Google 搜索將在長期內保持穩定，其最近的業績也支持這一點。在第二季度，Google 搜索的收入同比增長了 12%。此外，得益於對 AI 的強勁需求，Google Cloud 的收入增長了 32%。</p>
</div><p>Despite Alphabet's Q2 success, the stock trades at a significant discount to the market and can be purchased at just 21 times forward earnings.</p>
<div class="lb-trans"><p>儘管 Alphabet 在第二季度表現出色，但其股票的交易價格仍顯著低於市場水平，僅以 21 倍的預期市盈率進行購買。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/0b7953b361180e148286a07630b13a75.png" alt="" original-src="https://media.ycharts.com/charts/0b7953b361180e148286a07630b13a75.png"/></p>
<p>GOOGL PE Ratio (Forward) data by YCharts</p>
<div class="lb-trans"><p>GOOGL 市盈率（預期）數據來源於 YCharts</p>
</div><p>Alphabet is one of the biggest bargains in the stock market right now, and investors should consider loading up on shares while it's at a discount.</p>
<div class="lb-trans"><p>Alphabet 是目前股市中最大的便宜貨之一，投資者應該考慮在其折扣價位大量購買股票。</p>
</div><h2>The Trade Desk</h2>
<div class="lb-trans"><h2>The Trade Desk</h2>
</div><p>Sticking with companies that generate a significant amount of revenue from advertising, <strong>The Trade Desk</strong>(TTD -1.23%). The company, which runs an independent digital ad platform, has had an up-and-down year.</p>
<div class="lb-trans"><p>繼續關注那些從廣告中產生大量收入的公司，<strong>The Trade Desk</strong>(TTD -1.23%)。這家公司運營着一個獨立的數字廣告平台，經歷了起伏不定的一年。</p>
</div><p>It's working on converting its client base to its new AI-driven platform, and the transition has been far from smooth. This caused The Trade Desk to miss management's guidance for the first time as a public company in last year's fourth quarter. It also forecasts weak growth for Q3 2025, as management only expects 14% growth.</p>
<div class="lb-trans"><p>它正在努力將客户基礎轉向其新的 AI 驅動平台，而這一過渡過程並不順利。這導致 The Trade Desk 在去年第四季度首次未能達到管理層的指導預期。管理層還預測 2025 年第三季度的增長疲軟，預計僅有 14% 的增長。</p>
</div><p>That's the slowest growth rate in the company's history on the public markets outside of one COVID-19-influenced quarter.</p>
<div class="lb-trans"><p>這是該公司在公開市場歷史上除一個受 COVID-19 影響的季度外，增長率最低的一次。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/b78e81acd23c90d9ef24d26f621abff6.png" alt="" original-src="https://media.ycharts.com/charts/b78e81acd23c90d9ef24d26f621abff6.png"/></p>
<p>TTD Revenue (Quarterly YoY Growth) data by YCharts</p>
<div class="lb-trans"><p>TTD 收入（季度同比增長）數據來源於 YCharts</p>
</div><p>As a result, investors panicked and heavily sold off shares. The stock is down over 60% from its highs, but investors are ignoring several key factors. First, Q3 2024 saw heavy political spending, which is acting as an artificial headwind for The Trade Desk's growth rate. Without this, The Trade Desk's growth would have been far greater. Another factor is that we're still in the early ages of connected TV, which is a huge part of The Trade Desk's investment in a long-term growth case.</p>
<div class="lb-trans"><p>因此，投資者感到恐慌，股票被大量拋售。該股從高點下跌超過 60%，但投資者忽視了幾個關鍵因素。首先，2024 年第三季度的政治支出激增，這對 The Trade Desk 的增長率造成了人為的阻力。如果沒有這一點，The Trade Desk 的增長將會更大。另一個因素是我們仍處於連接電視的早期階段，這對 The Trade Desk 的長期增長投資至關重要。</p>
</div><p>With The Trade Desk trading for 29 times forward earnings, it's an excellent growth stock to scoop up now while it's trading at a huge discount to its historical levels.</p>
<div class="lb-trans"><p>目前 The Trade Desk 的交易市盈率為 29 倍，是一個極好的增長股票，值得在其歷史低位時購買。</p>
</div><h2>MercadoLibre</h2>
<div class="lb-trans"><h2>MercadoLibre</h2>
</div><p>Another lesser-known company is <strong>MercadoLibre</strong>(MELI 0.08%), which is the e-commerce leader in Latin America. MercadoLibre has put up excellent growth year after year, and its latest results are no exception.</p>
<div class="lb-trans"><p>另一個較不為人知的公司是 <strong>MercadoLibre</strong>(MELI 0.08%)，它是拉丁美洲的電子商務領導者。MercadoLibre 年復一年地實現了出色的增長，其最新的業績也不例外。</p>
</div><p>In the second quarter, commercial revenue grew 45% while fintech revenue soared 63% on a currency-neutral basis. Currency fluctuations have always been a significant challenge for Latin America, so seeing strong growth after adjusting for these fluctuations is key for investors.</p>
<div class="lb-trans"><p>在第二季度，商業收入增長了 45%，而金融科技收入在貨幣中性基礎上飆升了 63%。貨幣波動一直是拉丁美洲的重大挑戰，因此在調整這些波動後看到強勁增長對投資者來説至關重要。</p>
</div><p>Despite its persistent strong growth, MercadoLibre still trades at the lower end of its valuation range, where it has been for most of the past decade.</p>
<div class="lb-trans"><p>儘管持續強勁增長，MercadoLibre 的交易估值仍處於其估值範圍的低端，這一水平在過去十年中大部分時間都保持不變。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/743679cd00f6042d516910e9493cbcf0.png" alt="" original-src="https://media.ycharts.com/charts/743679cd00f6042d516910e9493cbcf0.png"/></p>
<p>MELI PS Ratio data by YCharts</p>
<div class="lb-trans"><p>MELI 市銷率數據來源於 YCharts</p>
</div><p>At five times sales, it's valued at nearly half of where it was from 2010 to 2020, and if it could return to that higher valuation threshold, it would result in monster gains for shareholders. Even if it doesn't, there's still significant growth potential remaining in its commerce and fintech platforms in Latin America, making it an excellent stock to buy and hold.</p>
<div class="lb-trans"><p>以五倍的銷售額計算，其估值幾乎是 2010 年至 2020 年期間的一半，如果能夠回到那個更高的估值水平，將為股東帶來巨大的收益。即使沒有回到那個水平，其在拉丁美洲的商業和金融科技平台仍有顯著的增長潛力，使其成為一個值得購買和持有的優秀股票。</p>
</div>

The Best Stocks to Invest $50,000 in Right Now

- 市場近期表現強勁，投資者可能對未投資現金感到失望。  
- 谷歌、The Trade Desk 和 MercadoLibre 是當前值得投資的優質股票。  
- 谷歌搜索和雲服務持續增長，The Trade Desk 和 MercadoLibre 也展現出強勁的增長潛力。

當前投資 5 萬美元的最佳股票選擇