<p>如果你有 1000 美元閒置準備投入市場，現在是個不錯的時機開始投資。儘管市場仍在新高附近徘徊，但許多股票在 2025 年剩餘時間和 2026 年仍有潛力進一步上漲。</p>
<p>我目前關注的三隻股票是 <strong>Alphabet</strong>(GOOG 2.47%)(GOOGL 2.39%)、<strong>台積電</strong>(TSM 1.50%) 和 <strong>The Trade Desk</strong>(TTD 0.89%)。這些股票都具有很高的價值，是投資 1000 美元的明智選擇。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzEzOTMvcGVyc29uLWFuYWx5aXppbmctZmluYW5jaWFsLWRhdGEtb24tbXVsdGlwbGUtc2NyZWVucy5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzEzOTMvcGVyc29uLWFuYWx5aXppbmctZmluYW5jaWFsLWRhdGEtb24tbXVsdGlwbGUtc2NyZWVucy5qcGcmdz03MDA"/></p>
<p>圖片來源：Getty Images。</p>
<h2>Alphabet</h2>
<p>Alphabet 最近在反壟斷案件中獲得了法官的有利裁決，使其避免了可能嚴重損害業務的拆分。這導致股票在第二天上漲了 9%，因此在此之後推薦購買 Alphabet 股票可能會讓人感到奇怪。然而，與同行相比，該股票仍然嚴重低估，並且有望在未來五年內表現出色。</p>
<p>圍繞 Alphabet 股票的最大擔憂是它在人工智能軍備競賽中的表現。起初，Alphabet 落後於競爭對手，但隨後趕上了，其生成式人工智能模型 Gemini 在業內名列前茅。它也是使用最廣泛的，因為它已被集成到 Google 搜索中，以在每個搜索結果的頂部提供人工智能驅動的摘要。</p>
<p>這一創新將使 Google 繼續成為訪問互聯網的主要方式，但市場並不這樣看待。他們仍然認為 Alphabet 將受到嚴重干擾，儘管這一點尚未顯現。在第二季度，Google 搜索的收入增長了 12%，這並不是一個衰退業務的跡象。總體而言，Alphabet 的收入增長了 14%，稀釋後每股收益（EPS）增長了 22%。</p>
<p>儘管如此，Alphabet 的股票仍以 23 倍的前瞻性市盈率交易。考慮到大多數 Alphabet 的大型科技同行的市盈率在 20 多到 30 多之間，這為上漲留出了很大的空間，使得 Alphabet 成為現在購買的好股票。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/96946baf0e85660ce66473430916822d.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/96946baf0e85660ce66473430916822d.png"/></p>
<p>GOOGL 前瞻性市盈率數據來源於 YCharts</p>
<h2>台積電</h2>
<p>台積電是人工智能數據中心大量投資的重要受益者。<strong>Nvidia</strong> 是這些設施的主要計算能力提供商，儘管 <strong>Advanced Micro Devices</strong> 和 <strong>Broadcom</strong> 的定製人工智能加速器也越來越受歡迎。</p>
<p>無論使用誰的產品，幾乎所有進入這些設備的芯片都是由台積電製造的。台積電不需要選擇人工智能軍備競賽的贏家或確定使用哪種計算設備。由於台積電是全球領先的芯片製造公司，它將為任何競爭對手使用的大多數設備提供動力。</p>
<p>這是一個非常好的位置，台積電的增長也顯現出顯著的效果。在第二季度，其收入按照美元計算同比增長了 44%。對於第三季度，公司預計增長率約為 38%。考慮到台積電的規模，這是一項巨大的增長；然而，市場仍然沒有給予其股票很高的估值，前瞻性市盈率為 24。</p>
<p>台積電是一隻很好的股票，適合投資以抓住人工智能軍備競賽的機會，我相信它從這裏有巨大的上漲空間。</p>
<h2>The Trade Desk</h2>
<p>The Trade Desk 的軌跡與 Alphabet 或台積電不同。雖然前兩家公司表現良好，但 The Trade Desk 卻沒有。這個廣告技術公司正在將其用户基礎遷移到一個新的以人工智能為中心的平台，而這一遷移並不順利。這導致 The Trade Desk 錯失了一些收入，並使管理層預計第三季度的增長率為 14%，這是除受 COVID-19 影響的一個季度外的最低水平。</p>
<p>因此，該股票從歷史高點下跌超過 60%。然而，我仍然認為 The Trade Desk 有強勁的投資案例。</p>
<p>影響這一年同比增長比較差的一個因素是 2024 年第三季度是一個強勁的季度，主要受到政治廣告支出的推動。The Trade Desk 今年沒有經歷同樣的增長，這對其增長預測產生了負面影響。此外，The Trade Desk 在連接電視領域是一個巨頭，該領域仍在快速擴張。這將為 The Trade Desk 提供長期的順風，幫助其在未來達到新的高度。</p>
<p>目前，The Trade Desk 的前瞻性市盈率為 29 倍，考慮到其增長率和預期市場機會，這個價格相當便宜。The Trade Desk 可能會成為 2026 年的頂級反轉故事，我認為現在以低價購買股票對投資者來説是一個很好的選擇。</p>

台積電

半導體 3 倍做多 - Direxion

<p>這篇文章討論了三個值得考慮投資 1000 美元的股票：Alphabet、台積電和 The Trade Desk。儘管最近有所上漲，Alphabet 仍被視為被低估，擁有強勁的收入增長和有前景的人工智能模型。台積電受益於人工智能投資，顯示出顯著的收入增長。儘管面臨挑戰，The Trade Desk 在連接電視領域的長期增長潛力依然可期。總體而言，這些股票為尋求抓住市場機會的投資者提供了潛在的投資機會</p>

<p>If you've got $1,000 sitting aside to deploy in the market, now is as good a time as any to get started. While the market continues to hover around new all-time highs, numerous stocks remain with potential to move even higher throughout the remainder of 2025 and into 2026.</p>
<div class="lb-trans"><p>如果你有 1000 美元閒置準備投入市場，現在是個不錯的時機開始投資。儘管市場仍在新高附近徘徊，但許多股票在 2025 年剩餘時間和 2026 年仍有潛力進一步上漲。</p>
</div><p>Three that I've got my eye on right now are <strong>Alphabet</strong>(GOOG 2.47%)(GOOGL 2.39%), <strong>Taiwan Semiconductor Manufacturing</strong>(TSM 1.50%), and <strong>The Trade Desk</strong>(TTD 0.89%). All of these are great values and are smart places to invest $1,000.</p>
<div class="lb-trans"><p>我目前關注的三隻股票是 <strong>Alphabet</strong>(GOOG 2.47%)(GOOGL 2.39%)、<strong>台積電</strong>(TSM 1.50%) 和 <strong>The Trade Desk</strong>(TTD 0.89%)。這些股票都具有很高的價值，是投資 1000 美元的明智選擇。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzEzOTMvcGVyc29uLWFuYWx5aXppbmctZmluYW5jaWFsLWRhdGEtb24tbXVsdGlwbGUtc2NyZWVucy5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F831393%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>Alphabet</h2>
<div class="lb-trans"><h2>Alphabet</h2>
</div><p>Alphabet recently received a favorable ruling from a judge regarding its antitrust case, allowing it to avoid a breakup that would have severely harmed the business. This caused the stock to jump 9% the following day, so it may feel odd to recommend buying Alphabet shares after that jump. However, the stock remains severely undervalued compared to its peers and is poised for a dominant five-year run.</p>
<div class="lb-trans"><p>Alphabet 最近在反壟斷案件中獲得了法官的有利裁決，使其避免了可能嚴重損害業務的拆分。這導致股票在第二天上漲了 9%，因此在此之後推薦購買 Alphabet 股票可能會讓人感到奇怪。然而，與同行相比，該股票仍然嚴重低估，並且有望在未來五年內表現出色。</p>
</div><p>The largest remaining fear surrounding Alphabet's stock is how it will fare in the AI arms race. At the beginning, Alphabet fell behind, but it has since caught up, and its generative AI model, Gemini, ranks among the best. It's also by far the most used, as it has been integrated into Google Search to provide AI-powered summaries at the top of each search result.</p>
<div class="lb-trans"><p>圍繞 Alphabet 股票的最大擔憂是它在人工智能軍備競賽中的表現。起初，Alphabet 落後於競爭對手，但隨後趕上了，其生成式人工智能模型 Gemini 在業內名列前茅。它也是使用最廣泛的，因為它已被集成到 Google 搜索中，以在每個搜索結果的頂部提供人工智能驅動的摘要。</p>
</div><p>This innovation will enable Google to remain the primary way to access the internet, yet the market doesn't view it this way. They still believe Alphabet will be severely disrupted, even though this hasn't surfaced yet. In Q2, Google Search's revenue rose by 12%, which isn't a sign of a dying business. Overall, Alphabet's revenue rose by 14% and diluted earnings per share (EPS) increased by 22%.</p>
<div class="lb-trans"><p>這一創新將使 Google 繼續成為訪問互聯網的主要方式，但市場並不這樣看待。他們仍然認為 Alphabet 將受到嚴重干擾，儘管這一點尚未顯現。在第二季度，Google 搜索的收入增長了 12%，這並不是一個衰退業務的跡象。總體而言，Alphabet 的收入增長了 14%，稀釋後每股收益（EPS）增長了 22%。</p>
</div><p>Despite this strength, Alphabet's stock still trades at an attractive valuation of 23 times forward earnings. Considering that most of Alphabet's big-tech peers trade in the high 20s to low 30s range, this leaves plenty of room for upside, making Alphabet a great stock to buy now.</p>
<div class="lb-trans"><p>儘管如此，Alphabet 的股票仍以 23 倍的前瞻性市盈率交易。考慮到大多數 Alphabet 的大型科技同行的市盈率在 20 多到 30 多之間，這為上漲留出了很大的空間，使得 Alphabet 成為現在購買的好股票。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/96946baf0e85660ce66473430916822d.png" alt="" original-src="https://media.ycharts.com/charts/96946baf0e85660ce66473430916822d.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源於 YCharts</p>
</div><h2>Taiwan Semiconductor</h2>
<div class="lb-trans"><h2>台積電</h2>
</div><p>Taiwan Semiconductor is a significant beneficiary of the substantial investment in AI data centers. <strong>Nvidia</strong> is the primary provider of computing power in these facilities although <strong>Advanced Micro Devices</strong> and <strong>Broadcom</strong>'s custom AI accelerators are also rising in popularity.</p>
<div class="lb-trans"><p>台積電是人工智能數據中心大量投資的重要受益者。<strong>Nvidia</strong> 是這些設施的主要計算能力提供商，儘管 <strong>Advanced Micro Devices</strong> 和 <strong>Broadcom</strong> 的定製人工智能加速器也越來越受歡迎。</p>
</div><p>Regardless of whose products are used, almost all of the chips that go into these devices are made by Taiwan Semiconductor. TSMC doesn't need to pick the winner of the AI arms race or determine which computing equipment to use. Since Taiwan Semi is the world's leading chip fabrication company, it will power the majority of these devices used by any competitor.</p>
<div class="lb-trans"><p>無論使用誰的產品，幾乎所有進入這些設備的芯片都是由台積電製造的。台積電不需要選擇人工智能軍備競賽的贏家或確定使用哪種計算設備。由於台積電是全球領先的芯片製造公司，它將為任何競爭對手使用的大多數設備提供動力。</p>
</div><p>This is an excellent place to be in, and the growth has shown up in a big way for TSMC. During Q2, its revenue rose by 44% year over year in U.S. dollars. For Q3, the company expects that growth rate to be about 38%. That's massive growth considering Taiwan Semiconductor's size; yet, the market still doesn't value its stock that highly, with a forward P/E of 24.</p>
<div class="lb-trans"><p>這是一個非常好的位置，台積電的增長也顯現出顯著的效果。在第二季度，其收入按照美元計算同比增長了 44%。對於第三季度，公司預計增長率約為 38%。考慮到台積電的規模，這是一項巨大的增長；然而，市場仍然沒有給予其股票很高的估值，前瞻性市盈率為 24。</p>
</div><p>Taiwan Semiconductor is a great stock to buy and hold for capitalizing on the AI arms race, and I believe it has immense upside from here.</p>
<div class="lb-trans"><p>台積電是一隻很好的股票，適合投資以抓住人工智能軍備競賽的機會，我相信它從這裏有巨大的上漲空間。</p>
</div><h2>The Trade Desk</h2>
<div class="lb-trans"><h2>The Trade Desk</h2>
</div><p>The Trade Desk is on a different trajectory than Alphabet or Taiwan Semiconductor. While the previous businesses have been succeeding, The Trade Desk has not. The ad tech player is migrating its user base to a new, AI-centric platform, and that migration has not gone smoothly. This has caused The Trade Desk to miss out on some revenue, and led management to guide for a Q3 growth rate of 14%, its lowest ever outside of one quarter affected by COVID-19.</p>
<div class="lb-trans"><p>The Trade Desk 的軌跡與 Alphabet 或台積電不同。雖然前兩家公司表現良好，但 The Trade Desk 卻沒有。這個廣告技術公司正在將其用户基礎遷移到一個新的以人工智能為中心的平台，而這一遷移並不順利。這導致 The Trade Desk 錯失了一些收入，並使管理層預計第三季度的增長率為 14%，這是除受 COVID-19 影響的一個季度外的最低水平。</p>
</div><p>As a result, the stock is down over 60% from its all-time high. However, I still think there's a strong investment case for The Trade Desk.</p>
<div class="lb-trans"><p>因此，該股票從歷史高點下跌超過 60%。然而，我仍然認為 The Trade Desk 有強勁的投資案例。</p>
</div><p>One factor influencing this poor year-over-year growth comparison is that Q3 2024 was a strong quarter, driven by heavy political ad spending. The Trade Desk is not experiencing the same boost this year, which is negatively affecting its growth projections. Furthermore, The Trade Desk is a huge player in the connected TV space, which is still rapidly expanding. This will be a long-term tailwind for The Trade Desk and help propel it to new heights in the future.</p>
<div class="lb-trans"><p>影響這一年同比增長比較差的一個因素是 2024 年第三季度是一個強勁的季度，主要受到政治廣告支出的推動。The Trade Desk 今年沒有經歷同樣的增長，這對其增長預測產生了負面影響。此外，The Trade Desk 在連接電視領域是一個巨頭，該領域仍在快速擴張。這將為 The Trade Desk 提供長期的順風，幫助其在未來達到新的高度。</p>
</div><p>Currently, The Trade Desk trades at 29 times forward earnings, which is quite inexpensive considering its growth rate and projected market opportunity. The Trade Desk could be a top turnaround story in 2026, and I think scooping up shares at a low price right now is a great move for investors.</p>
<div class="lb-trans"><p>目前，The Trade Desk 的前瞻性市盈率為 29 倍，考慮到其增長率和預期市場機會，這個價格相當便宜。The Trade Desk 可能會成為 2026 年的頂級反轉故事，我認為現在以低價購買股票對投資者來説是一個很好的選擇。</p>
</div>

The Best Stocks to Invest $1,000 in Right Now

- 投資 $1,000 的時機已到，市場仍有潛力股可選。  
- 推薦的股票包括 Alphabet、台灣半導體和 The Trade Desk。  
- Alphabet 和台灣半導體在 AI 領域受益，The Trade Desk 預計將迎來反彈。

目前值得投資 1000 美元的最佳股票