<p>隨着九月的到來，投資者開始轉變心態，回顧他們在 2025 年的投資組合表現，並考慮 2026 年可能的情況。然而，股市中仍然存在一些便宜貨，因此投資者需要注意，不要因為忽視當前市場狀況而錯失潛在收益。</p>
<p>我已經確定了四隻股票，我相信它們在 2025 年剩餘時間和 2026 年將能夠帶來優異的回報，現在值得購買。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE1MDUvMi1lbGRlcmx5LXBlb3BsZS1sb29raW5nLWF0LWEtcGhvbmUtd2l0aC1zdG9ja3MuanBnJnc9NzAw?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE1MDUvMi1lbGRlcmx5LXBlb3BsZS1sb29raW5nLWF0LWEtcGhvbmUtd2l0aC1zdG9ja3MuanBnJnc9NzAw"/></p>
<p>圖片來源：Getty Images。</p>
<h2>英偉達</h2>
<p><strong>英偉達</strong>(NVDA -2.78%) 長期以來被列為最佳購買之一，因為它在人工智能（AI）行業中的作用。其圖形處理單元（GPU）提供了驅動這些模型的關鍵計算能力，過去幾年其使用量激增。</p>
<p>在其 2026 財年第二季度的電話會議上，英偉達明確表示，人工智能基礎設施的支出並沒有放緩。事實上，首席執行官黃仁勳表示，他預計四大主要 AI 超大規模公司的總資本支出將在 2025 年超過 6000 億美元。此外，在接下來的五年中，他預計人工智能基礎設施的總支出將達到 3 萬億到 4 萬億美元。</p>
<p>儘管這可能是一個樂觀的預測，但即使英偉達的市場機會只有一半，仍然會受益。因此，英偉達的股票在人工智能軍備競賽中仍然看起來是一個值得購買和持有的好選擇。</p>
<h2>台灣半導體制造公司</h2>
<p><strong>台灣半導體制造公司</strong>(TSM 3.31%) 的前景看漲，原因與英偉達相似，但它是一個不那麼激進的投資選擇。台灣半導體是全球領先的第三方合同芯片製造商，為英偉達、<strong>蘋果</strong>、<strong>博通</strong> 和 <strong>超微半導體</strong> 等公司製造芯片。</p>
<p>英偉達可能是其增長最快的客户，但如果另一家公司出現並通過提供更好的硬件來超越英偉達，進行 AI 訓練和推理，那麼台灣半導體仍然會製造這些芯片。這使得 TSMC 成為一個優秀的買入和持有的股票，而且它的估值也相對合理。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/02d5e525e55ca774b87163b371fe2f2c.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/02d5e525e55ca774b87163b371fe2f2c.png"/></p>
<p>TSM 市盈率（前瞻性）數據來自 YCharts。</p>
<p>台灣半導體的前瞻性市盈率為 23.7 倍，實際上比整體市場（以 <strong>標準普爾 500</strong> 指數衡量）略便宜，後者目前的前瞻性市盈率為 24 倍。隨着台灣半導體在第二季度以 44% 的速度增長，其成為優秀股票選擇的理由更加充分。</p>
<h2>字母表</h2>
<p>如果台灣半導體的估值看起來合理，那麼 <strong>字母表</strong>(GOOG 1.04%)(GOOGL 1.13%) 的前瞻性市盈率為 21.4 倍，顯得相當便宜。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/b21c6416febdaca769430b70a4880040.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/b21c6416febdaca769430b70a4880040.png"/></p>
<p>GOOGL 市盈率（前瞻性）數據來自 YCharts。</p>
<p>這對整體市場來説是一個顯著的折扣，然而字母表，作為谷歌及其他品牌的母公司，表現相當不錯。在第二季度，其收入同比增長 14%，稀釋每股收益（EPS）增長 22%。儘管許多投資者擔心生成式 AI 的使用會削弱其谷歌搜索的收入，但它似乎處於一個強勁的位置。</p>
<p>字母表已經證明自己在 AI 革命中是一個值得競爭的對手，其衰落的預測似乎並不成立。</p>
<h2>The Trade Desk</h2>
<p>最後是 <strong>The Trade Desk</strong>(TTD 0.23%)，一個廣告技術平台。The Trade Desk 在將客户遷移到其以 AI 為主的平台 Kokai 時面臨一些挑戰。這在一定程度上給業務帶來了問題，在第二季度，The Trade Desk 的增長為 19%——這是除 COVID-19 大流行期間的一個季度外，最慢的增長率。</p>
<p>更糟糕的是，其第三季度的增長率預計僅為 14%。這種悲觀的前景導致投資者大量拋售該股票。現在它的價格比歷史最高點下跌了約 60%。</p>
<p>然而，廣告技術領域仍然有顯著的順風，The Trade Desk 仍然是該領域的領導者。我相信公司能夠在長期內扭轉局面，這使得在今天的低價購買該股票成為明智之舉。</p>

Google 财报，一站看懂！

台積電

半導體 3 倍做多 - Direxion

<p>隨着九月的到來，投資者正在重新評估他們的投資組合，並考慮 2025 年和 2026 年的潛在股票購買。推薦的四隻股票包括：受益於人工智能基礎設施支出的 Nvidia；作為領先芯片製造商、前景強勁的台積電；儘管表現強勁但交易價格折扣的 Alphabet；以及面臨挑戰但預計將在廣告技術領域復甦的 The Trade Desk。這些股票被視為 2025 年剩餘時間及 2026 年的有前景的投資</p>

<p>As we enter September, investors are beginning to shift their mindsets, reviewing their portfolios' performance so far in 2025 and considering what 2026 may hold. However, there are still some bargains available in the stock market, so investors need to be mindful that they're not leaving potential returns on the table by ignoring the current market conditions.</p>
<div class="lb-trans"><p>隨着九月的到來，投資者開始轉變心態，回顧他們在 2025 年的投資組合表現，並考慮 2026 年可能的情況。然而，股市中仍然存在一些便宜貨，因此投資者需要注意，不要因為忽視當前市場狀況而錯失潛在收益。</p>
</div><p>I've identified four stocks that I believe could deliver excellent returns throughout the remainder of 2025 and into 2026, and are worth buying now.</p>
<div class="lb-trans"><p>我已經確定了四隻股票，我相信它們在 2025 年剩餘時間和 2026 年將能夠帶來優異的回報，現在值得購買。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE1MDUvMi1lbGRlcmx5LXBlb3BsZS1sb29raW5nLWF0LWEtcGhvbmUtd2l0aC1zdG9ja3MuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F831505%2F2-elderly-people-looking-at-a-phone-with-stocks.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><strong>Nvidia</strong>(NVDA -2.78%) has long been listed as a best buy due to its role in the artificial intelligence (AI) industry. Its graphics processing units (GPUs) provide the key computing muscle that powers these models, and their use has spiked over the past few years.</p>
<div class="lb-trans"><p><strong>英偉達</strong>(NVDA -2.78%) 長期以來被列為最佳購買之一，因為它在人工智能（AI）行業中的作用。其圖形處理單元（GPU）提供了驅動這些模型的關鍵計算能力，過去幾年其使用量激增。</p>
</div><p>During its fiscal 2026 second-quarter conference call, Nvidia made it clear that the spending on AI infrastructure isn't slowing down. In fact, CEO Jensen Huang said he expects the total capital expenditures of the four major AI hyperscalers to exceed $600 billion in 2025. Moreover, over the next five years, he anticipates $3 trillion to $4 trillion in total AI infrastructure spending.</p>
<div class="lb-trans"><p>在其 2026 財年第二季度的電話會議上，英偉達明確表示，人工智能基礎設施的支出並沒有放緩。事實上，首席執行官黃仁勳表示，他預計四大主要 AI 超大規模公司的總資本支出將在 2025 年超過 6000 億美元。此外，在接下來的五年中，他預計人工智能基礎設施的總支出將達到 3 萬億到 4 萬億美元。</p>
</div><p>Although that may be an optimistic projection, Nvidia stands to benefit even if its market opportunity is only half that much. As a result, Nvidia stock still appears to be a great one to buy and hold throughout the AI arms race.</p>
<div class="lb-trans"><p>儘管這可能是一個樂觀的預測，但即使英偉達的市場機會只有一半，仍然會受益。因此，英偉達的股票在人工智能軍備競賽中仍然看起來是一個值得購買和持有的好選擇。</p>
</div><h2>Taiwan Semiconductor Manufacturing</h2>
<div class="lb-trans"><h2>台灣半導體制造公司</h2>
</div><p><strong>Taiwan Semiconductor Manufacturing</strong>(TSM 3.31%) has a bullish outlook for many of the same reasons that Nvidia does, but it's a less aggressive investment pick. Taiwan Semiconductor is the leading third-party contract chipmaker worldwide, fabricating chips for companies such as Nvidia, <strong>Apple</strong>, <strong>Broadcom</strong>, and <strong>Advanced Micro Devices</strong>.</p>
<div class="lb-trans"><p><strong>台灣半導體制造公司</strong>(TSM 3.31%) 的前景看漲，原因與英偉達相似，但它是一個不那麼激進的投資選擇。台灣半導體是全球領先的第三方合同芯片製造商，為英偉達、<strong>蘋果</strong>、<strong>博通</strong> 和 <strong>超微半導體</strong> 等公司製造芯片。</p>
</div><p>Nvidia is likely its fastest-growing customer, but if another company emerges and overtakes Nvidia by offering better hardware for AI training and inference, chances are that Taiwan Semiconductor will still manufacture those chips. This makes TSMC an excellent stock to buy and hold, and it's also trading at a reasonable valuation.</p>
<div class="lb-trans"><p>英偉達可能是其增長最快的客户，但如果另一家公司出現並通過提供更好的硬件來超越英偉達，進行 AI 訓練和推理，那麼台灣半導體仍然會製造這些芯片。這使得 TSMC 成為一個優秀的買入和持有的股票，而且它的估值也相對合理。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/02d5e525e55ca774b87163b371fe2f2c.png" alt="" original-src="https://media.ycharts.com/charts/02d5e525e55ca774b87163b371fe2f2c.png"/></p>
<p>TSM PE Ratio (Forward) data by YCharts.</p>
<div class="lb-trans"><p>TSM 市盈率（前瞻性）數據來自 YCharts。</p>
</div><p>At 23.7 times forward earnings, Taiwan Semiconductor is actually slightly cheaper than the broader market (as measured by the <strong>S&amp;P 500</strong> index), which trades now at 24 times forward earnings. With Taiwan Semiconductor growing its top line at a 44% pace in the second quarter, it makes for an excellent stock pick.</p>
<div class="lb-trans"><p>台灣半導體的前瞻性市盈率為 23.7 倍，實際上比整體市場（以 <strong>標準普爾 500</strong> 指數衡量）略便宜，後者目前的前瞻性市盈率為 24 倍。隨着台灣半導體在第二季度以 44% 的速度增長，其成為優秀股票選擇的理由更加充分。</p>
</div><h2>Alphabet</h2>
<div class="lb-trans"><h2>字母表</h2>
</div><p>If Taiwan Semiconductor looks reasonably valued, then <strong>Alphabet</strong>(GOOG 1.04%)(GOOGL 1.13%) looks downright cheap at 21.4 times its expected forward earnings.</p>
<div class="lb-trans"><p>如果台灣半導體的估值看起來合理，那麼 <strong>字母表</strong>(GOOG 1.04%)(GOOGL 1.13%) 的前瞻性市盈率為 21.4 倍，顯得相當便宜。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/b21c6416febdaca769430b70a4880040.png" alt="" original-src="https://media.ycharts.com/charts/b21c6416febdaca769430b70a4880040.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>That's a significant discount to the broader market, yet Alphabet, the parent company of Google and other brands, is doing quite well. In Q2, its revenue rose 14% year over year, and diluted earnings per share (EPS) rose 22%. It appears to be in a strong position, though many investors feared that the rising use of generative AI would sap its Google Search revenues.</p>
<div class="lb-trans"><p>這對整體市場來説是一個顯著的折扣，然而字母表，作為谷歌及其他品牌的母公司，表現相當不錯。在第二季度，其收入同比增長 14%，稀釋每股收益（EPS）增長 22%。儘管許多投資者擔心生成式 AI 的使用會削弱其谷歌搜索的收入，但它似乎處於一個強勁的位置。</p>
</div><p>Alphabet has proven itself to be a worthy competitor in the AI revolution, and the predictions of its downfall seem to be proving unfounded.</p>
<div class="lb-trans"><p>字母表已經證明自己在 AI 革命中是一個值得競爭的對手，其衰落的預測似乎並不成立。</p>
</div><h2>The Trade Desk</h2>
<div class="lb-trans"><h2>The Trade Desk</h2>
</div><p>Lastly, there is <strong>The Trade Desk</strong>(TTD 0.23%), an advertising technology platform. The Trade Desk has faced some challenges in migrating clients to its AI-first platform, Kokai. This has caused some issues for the business along the way, and in Q2, The Trade Desk posted growth of 19% -- its slowest growth rate ever outside of one quarter during the COVID-19 pandemic.</p>
<div class="lb-trans"><p>最後是 <strong>The Trade Desk</strong>(TTD 0.23%)，一個廣告技術平台。The Trade Desk 在將客户遷移到其以 AI 為主的平台 Kokai 時面臨一些挑戰。這在一定程度上給業務帶來了問題，在第二季度，The Trade Desk 的增長為 19%——這是除 COVID-19 大流行期間的一個季度外，最慢的增長率。</p>
</div><p>To make matters worse, its Q3 growth rate is expected to be just 14%. This downbeat outlook led investors to sell the stock off heavily. It's now down by about 60% from its all-time high.</p>
<div class="lb-trans"><p>更糟糕的是，其第三季度的增長率預計僅為 14%。這種悲觀的前景導致投資者大量拋售該股票。現在它的價格比歷史最高點下跌了約 60%。</p>
</div><p>However, there are still significant tailwinds blowing in the ad tech space, and The Trade Desk remains a leader in it. I'm confident the company will be able to turn things around over the long term, which would make purchasing the stock at today's lower price a smart move.</p>
<div class="lb-trans"><p>然而，廣告技術領域仍然有顯著的順風，The Trade Desk 仍然是該領域的領導者。我相信公司能夠在長期內扭轉局面，這使得在今天的低價購買該股票成為明智之舉。</p>
</div>

4 Brilliant Stocks to Buy in September

- 投資者在審視 2025 年投資組合表現，考慮 2026 年前景。  
- Nvidia、台積電、Alphabet 和 The Trade Desk 被認為是值得購買的股票。  
- Nvidia 預計 2025 年 AI 基礎設施支出將超過 6000 億美元。  

9 月份值得購買的 4 只優質股票