<p>人工智能（AI）市場預計將為全球經濟增加數萬億的價值，尋求在該領域獲得豐厚買入並持有投資的投資者不需要承擔高風險。投資於提供計算硬件以支持 AI 技術的公司，以及那些可能受益於 AI 驅動的消費產品日益普及的公司，可能會獲得令人滿意的回報。以下是兩個值得長期考慮購買的股票。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE5MTQvYWktY29tcHV0ZXItY2hpcC5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="393" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE5MTQvYWktY29tcHV0ZXItY2hpcC5qcGcmdz03MDA"/></p>
<p>圖片來源：Getty Images。</p>
<h2>1. 台積電</h2>
<p>沒有合適的芯片，人工智能無法訓練計算機自主思考。雖然 <strong>Nvidia</strong> 和 <strong>Broadcom</strong> 報告了強勁的增長，但 <strong>台積電</strong>（TSM 1.50%）是為這些半導體公司製造芯片的公司。根據 Counterpoint 的數據，台積電控制着超過 65% 的芯片代工市場，使其成為智能手機、計算機和人工智能的默認芯片工廠。</p>
<p>台積電製造的芯片還用於多個其他市場，包括汽車和智能設備。這意味着當一個市場疲軟時，例如汽車市場，來自另一個市場（例如高性能計算和人工智能）的強勁表現可以彌補不足。</p>
<p>台積電的製造能力巨大。它每年可以生產 1700 萬片 12 英寸等效硅晶圓。</p>
<p>其龐大的規模和製造世界上最先進芯片的專業知識使其處於一個有利可圖的位置。在過去一年中，它在 1060 億美元的收入中獲得了 450 億美元的淨收入。在過去幾十年中，它實現了兩位數的年化收入增長，管理層預計這種增長將持續。</p>
<p>在第二季度，收入同比增長 44%。這種增長推動了過去一年股票上漲 51%。管理層預計，未來五年 AI 芯片收入將以中 40% 的年化速度增長，這對長期投資者來説是一個催化劑。</p>
<p>華爾街分析師預計該公司的每股收益在未來幾年將以 21% 的年化速度增長，因此該股票應繼續創下新高，因為它的前瞻市盈率（P/E）仍然合理，為 24。</p>
<h2>2. 蘋果</h2>
<p><strong>蘋果</strong>（AAPL -1.41%）在人工智能領域尚未取得重大突破。蘋果智能帶來了一些有用的功能，如 AI 摘要和圖像生成，但並沒有達到客户的預期。然而，投資者不應輕視這個最有價值的消費品牌。蘋果擁有大量活躍設備的安裝基礎，數百萬客户信任蘋果處理他們的個人數據，這可能使其在長期內受益於人工智能。</p>
<p>蘋果之前與 OpenAI 合作，將 ChatGPT 集成到其產品中，但隨着 OpenAI 在引入蘋果前產品設計師 Jony Ive 後現在將自己定位為競爭對手，蘋果傳聞正在探索與 <strong>Alphabet</strong> 的谷歌 Gemini 合作，以增強其 Siri 語音助手。</p>
<p>蘋果在人工智能領域似乎是一隻沉睡的巨人。數百萬人手中都持有一台設備，蘋果可以通過一次軟件更新將其轉變為超級智能助手。其超過 23.5 億活躍設備的龐大安裝基礎是一個不容小覷的重大優勢。</p>
<p>但蘋果還有另一個其他科技公司無法匹敵的重要優勢：消費者信任。蘋果圍繞保護用户隱私建立了品牌，而 Alphabet 的谷歌和 <strong>Meta Platforms</strong> 則通過用户數據獲利以增加廣告收入。與谷歌的 AI 合作不會影響蘋果在用户隱私方面的立場，因為谷歌需要提供一個在蘋果私有云上運行的定製模型。</p>
<p>基於這些原因，蘋果在人工智能領域處於良好位置，使其股票成為一個穩健的買入並持有投資。儘管該公司在人工智能方面落後，分析師仍預計其收益將以每年 10% 的速度增長，這充分説明了其增長潛力。該股票的前瞻市盈率為 32，雖然偏高，但也反映了投資者對其長期前景的樂觀。</p>

台積電

蘋果

2 倍做多 AAPL ETF - GraniteShares

蘋果每日 1 倍做空 ETF - Direxion

蘋果每日 2 倍做多 ETF - Direxion

AAPX

AAPY

APLY

半導體 3 倍做多 - Direxion

<p>人工智能市場預計將顯著推動全球經濟，提供低風險的買入持有投資機會。推薦的兩隻股票是台積電（TSMC），它在芯片代工市場佔據主導地位，並且顯示出令人印象深刻的收入增長；以及蘋果（Apple），儘管在人工智能方面落後，但擁有龐大的用户基礎和強大的消費者信任。台積電的收益預計將以每年 21% 的速度增長，而蘋果的收益預計將以每年 10% 的速度增長，這使得這兩隻股票都成為具有吸引力的長期投資</p>

<p>The artificial intelligence (AI) market is expected to add trillions to the global economy, and investors looking for rewarding buy-and-hold investments in the field don't need to take high risks. Investing in companies that are supplying the computing hardware to power AI technology, as well as those that could benefit from growing adoption of AI-powered consumer products, could earn satisfactory returns. Here are two stocks to consider buying for the long term.</p>
<div class="lb-trans"><p>人工智能（AI）市場預計將為全球經濟增加數萬億的價值，尋求在該領域獲得豐厚買入並持有投資的投資者不需要承擔高風險。投資於提供計算硬件以支持 AI 技術的公司，以及那些可能受益於 AI 驅動的消費產品日益普及的公司，可能會獲得令人滿意的回報。以下是兩個值得長期考慮購買的股票。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE5MTQvYWktY29tcHV0ZXItY2hpcC5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F831914%2Fai-computer-chip.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>1. Taiwan Semiconductor Manufacturing</h2>
<div class="lb-trans"><h2>1. 台積電</h2>
</div><p>AI doesn't work without the right chips to train computers to think for themselves. While <strong>Nvidia</strong> and <strong>Broadcom</strong> report strong growth, <strong>Taiwan Semiconductor Manufacturing</strong>(TSM 1.50%) is the one making the chips for these semiconductor companies. TSMC controls over 65% of the chip foundry market, according to Counterpoint, making it the default chip factory for smartphones, computers, and AI.</p>
<div class="lb-trans"><p>沒有合適的芯片，人工智能無法訓練計算機自主思考。雖然 <strong>Nvidia</strong> 和 <strong>Broadcom</strong> 報告了強勁的增長，但 <strong>台積電</strong>（TSM 1.50%）是為這些半導體公司製造芯片的公司。根據 Counterpoint 的數據，台積電控制着超過 65% 的芯片代工市場，使其成為智能手機、計算機和人工智能的默認芯片工廠。</p>
</div><p>TSMC manufactures chips that are used in several other markets, including automotive and smart devices. This means that when one market is weak, such as automotive, strength from another (high-performance computing and AI, for example) can pick up the slack.</p>
<div class="lb-trans"><p>台積電製造的芯片還用於多個其他市場，包括汽車和智能設備。這意味着當一個市場疲軟時，例如汽車市場，來自另一個市場（例如高性能計算和人工智能）的強勁表現可以彌補不足。</p>
</div><p>TSMC's manufacturing capacity is immense. It can make 17 million 12-inch equivalent silicon wafers every year.</p>
<div class="lb-trans"><p>台積電的製造能力巨大。它每年可以生產 1700 萬片 12 英寸等效硅晶圓。</p>
</div><p>Its massive scale and expertise at making the most advanced chips in the world put it in a lucrative position. Over the last year, it earned $45 billion in net income on $106 billion of revenue. It has delivered double-digit annualized revenue growth over the last few decades, and management expects this growth to continue.</p>
<div class="lb-trans"><p>其龐大的規模和製造世界上最先進芯片的專業知識使其處於一個有利可圖的位置。在過去一年中，它在 1060 億美元的收入中獲得了 450 億美元的淨收入。在過去幾十年中，它實現了兩位數的年化收入增長，管理層預計這種增長將持續。</p>
</div><p>In the second quarter, revenue grew 44% year over year. This growth has pushed the stock up 51% over the past year. Management expects AI chip revenue to grow at an annualized rate in the mid-40s range over the next five years, which is a catalyst for long-term investors.</p>
<div class="lb-trans"><p>在第二季度，收入同比增長 44%。這種增長推動了過去一年股票上漲 51%。管理層預計，未來五年 AI 芯片收入將以中 40% 的年化速度增長，這對長期投資者來説是一個催化劑。</p>
</div><p>With Wall Street analysts expecting the company's earnings per share to grow at an annualized rate of 21% in the coming years, the stock should continue to hit new highs, as it still trades at a reasonable forward price-to-earnings ratio (P/E) of 24.</p>
<div class="lb-trans"><p>華爾街分析師預計該公司的每股收益在未來幾年將以 21% 的年化速度增長，因此該股票應繼續創下新高，因為它的前瞻市盈率（P/E）仍然合理，為 24。</p>
</div><h2>2. Apple</h2>
<div class="lb-trans"><h2>2. 蘋果</h2>
</div><p><strong>Apple</strong>(AAPL -1.41%) hasn't made a huge splash in AI yet. Apple Intelligence brought some useful features to its devices, such as AI summaries and image creation, but it's not as robust as customers were expecting. However, investors shouldn't count the most valuable consumer brand out just yet. Apple has a large installed base of active devices, and millions of customers trust Apple with their personal data, which could put it in a strong position to benefit from AI over the long term.</p>
<div class="lb-trans"><p><strong>蘋果</strong>（AAPL -1.41%）在人工智能領域尚未取得重大突破。蘋果智能帶來了一些有用的功能，如 AI 摘要和圖像生成，但並沒有達到客户的預期。然而，投資者不應輕視這個最有價值的消費品牌。蘋果擁有大量活躍設備的安裝基礎，數百萬客户信任蘋果處理他們的個人數據，這可能使其在長期內受益於人工智能。</p>
</div><p>Apple previously partnered with OpenAI for ChatGPT integration across its products, but with OpenAI now positioning itself as a competitor after bringing in Apple's former product designer Jony Ive, Apple is rumored to be exploring a partnership with <strong>Alphabet</strong>'s Google's Gemini to power its Siri voice assistant.</p>
<div class="lb-trans"><p>蘋果之前與 OpenAI 合作，將 ChatGPT 集成到其產品中，但隨着 OpenAI 在引入蘋果前產品設計師 Jony Ive 後現在將自己定位為競爭對手，蘋果傳聞正在探索與 <strong>Alphabet</strong> 的谷歌 Gemini 合作，以增強其 Siri 語音助手。</p>
</div><p>Apple appears to be a sleeping giant in AI. Millions of people are walking around with a device that Apple can turn into a super-intelligent assistant with a single software update. Its large installed base of over 2.35 billion active devices is a major advantage that shouldn't be underestimated.</p>
<div class="lb-trans"><p>蘋果在人工智能領域似乎是一隻沉睡的巨人。數百萬人手中都持有一台設備，蘋果可以通過一次軟件更新將其轉變為超級智能助手。其超過 23.5 億活躍設備的龐大安裝基礎是一個不容小覷的重大優勢。</p>
</div><p>But Apple has another important advantage that other tech companies can't match: consumer trust. Apple has built its brand around protecting user privacy, whereas Alphabet's Google and <strong>Meta Platforms</strong> have profited off their users' data to grow their advertising revenue. A partnership with Google for AI would not comprise Apple's position on user privacy, since Google would need to provide a custom model that runs on Apple's private cloud.</p>
<div class="lb-trans"><p>但蘋果還有另一個其他科技公司無法匹敵的重要優勢：消費者信任。蘋果圍繞保護用户隱私建立了品牌，而 Alphabet 的谷歌和 <strong>Meta Platforms</strong> 則通過用户數據獲利以增加廣告收入。與谷歌的 AI 合作不會影響蘋果在用户隱私方面的立場，因為谷歌需要提供一個在蘋果私有云上運行的定製模型。</p>
</div><p>For these reasons, Apple is well-positioned to be a leader in AI, making its stock a solid buy-and-hold investment. It says a lot about its growth potential that analysts still expect earnings to grow 10% per year despite the fact that the company is lagging behind in AI. The stock's forward P/E of 32 is on the high side, but that also reflects investor optimism about its long-term prospects.</p>
<div class="lb-trans"><p>基於這些原因，蘋果在人工智能領域處於良好位置，使其股票成為一個穩健的買入並持有投資。儘管該公司在人工智能方面落後，分析師仍預計其收益將以每年 10% 的速度增長，這充分説明了其增長潛力。該股票的前瞻市盈率為 32，雖然偏高，但也反映了投資者對其長期前景的樂觀。</p>
</div>

Buy Now and Hold Forever: 2 Artificial Intelligence (AI) Leaders

- 人工智能市場預計將為全球經濟增加數萬億。  
- 台灣半導體制造公司和蘋果被認為是長期投資的優質股票。  
- TSMC 在芯片市場佔有 65% 份額，蘋果則依靠用户信任和龐大設備基礎。

現在購買並長期持有：兩家人工智能（AI）領軍企業