<p>一些投資者，特別是那些尋求高增長的投資者，通常希望找到能夠在兩年內翻倍的股票。這意味着一隻股票在此期間需要實現約 42% 的年複合增長率（CAGR）。</p>
<p>回顧過去，找到這樣的股票並不困難。然而，在價格變化發生之前正確預測這種情況則面臨多個挑戰。潛在買家不僅需要關注估值和財務指標，還可能需要應對一些投資者無法預測的事件。</p>
<p>儘管如此，您仍然可以找到在未來兩年內有合理機會獲得此類回報的股票。投資者可能希望關注這三隻股票，以期望由於它們過去的增長率和各自行業的趨勢而獲得這樣的收益。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzY3MDEvYW5hbHlzdC1yZXZpZXdzLXJpc2luZy1zdG9jay1kYXRhLmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="467" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzY3MDEvYW5hbHlzdC1yZXZpZXdzLXJpc2luZy1zdG9jay1kYXRhLmpwZyZ3PTcwMA"/></p>
<p>圖片來源：Getty Images。</p>
<h2>1. AMD</h2>
<p><strong>超威半導體</strong>（AMD -7.78%）剛剛達成一項協議，顯著提高了這種增長的可能性。在一項 “多代協議” 中，OpenAI 將部署 6 吉瓦的 AMD 圖形處理單元（GPU）。</p>
<p>這將從 AMD 的 Instinct MI450 系列芯片的發佈開始，預計將在 2026 年下半年推出。作為交換，OpenAI 持有最多 1.6 億股 AMD 股票的認股權證，具體取決於里程碑的達成。</p>
<p>隨着 AMD 在其人工智能（AI）驅動的數據中心和 PC 領域的快速增長，該公司受益匪淺。此外，在達成此協議之前，AMD 在 2025 年上半年報告的淨收入為 16 億美元，較去年同期的 3.88 億美元大幅增長。憑藉這項協議，該公司的利潤可能會繼續加速增長。</p>
<p>此外，在公告之前，股價一天內上漲 24%，這可能只是個開始。儘管 AMD 的市盈率（P/E）為 121 似乎較高，但投資者可能會對其 57 的前瞻市盈率反應良好，因為上述協議帶來的收入潛力。</p>
<p>隨着 AMD 在芯片行業的影響力日益增強，其 AI 驅動的增長可能使得在兩年內股價翻倍成為一個保守的預測。</p>
<h2>2. Celsius Holdings</h2>
<p><strong>Celsius Holdings</strong>（CELH -5.56%）因提供替代能量飲料的方法而脱穎而出。與競爭對手如紅牛或 <strong>怪獸飲料</strong> 不同，Celsius Holdings 更加註重天然成分。</p>
<p>在 2022 年，與 <strong>百事可樂</strong> 的分銷協議使公司的飲料在商店和在線上更廣泛可得，促進了股票的顯著增長。當一家大型分銷商減少訂單時，其增長暫時停滯。然而，收購競爭對手 Alani Nu 使公司的增長復甦，並因此推動了其股票的上漲。</p>
<p>誠然，收購成本暫時阻礙了公司的財務增長。Alani Nu 的加入主要導致 2025 年上半年收入同比增長 41%。儘管如此，該期間的綜合收入下降了 3%，降至 1.25 億美元，因為與收購相關的成本對底線造成了壓力。</p>
<p>到目前為止，投資者對這一暫時放緩表示不以為然，因為 Celsius Holdings 的股價在過去一年中翻了一番。此外，投資者似乎也對 143 的市盈率不以為然，因為公司的增長使得前瞻市盈率降至 52。</p>
<p>這樣的條件最終應該會推動這隻飲料股票的上漲。隨着銷售的增長和盈利倍數的下降，Celsius 可以輕鬆翻倍，因為銷售增長將導致利潤增長的復甦。</p>
<h2>3. Micron</h2>
<p>內存芯片製造商 <strong>美光科技</strong>（MU -5.59%）可能會讓人感到意外。雖然半導體行業通常是週期性的，但在內存市場中，這種週期性是如此嚴重，以至於過去的低迷往往會抹去之前上漲週期中獲得的大部分或全部股票收益。</p>
<p>幸運的是，這種動態已經改變，這要歸功於高帶寬內存（HBM）的發展。人工智能的興起導致對 HBM 芯片的需求大幅增加。由於唯一其他的 HBM 芯片製造商是韓國的三星和 SK 海力士，美光在滿足日益增長的需求方面處於獨特的地位。</p>
<p>這種動態導致 2025 財年的收入增長了 49%。因此，盈利能力飆升，公司淨收入超過 85 億美元，較上一個財年僅為 7.78 億美元大幅增長。</p>
<p>由於股票在過去一年中上漲超過 80%，投資者開始注意到美光的價值主張。</p>
<p>然而，美光的交易估值通常並不與其他 AI 股票相當，即使在今天，它的市盈率也僅為 25 倍。儘管如此，對 AI 芯片的需求持續上升，預計將繼續帶來顯著的利潤增長，這可能會推動美光的估值以及其股價上漲。</p>

AMDL

<p>本文討論了三隻在未來兩年內有潛力翻倍的股票，重點關注它們的增長前景和近期發展。1. AMD：與 OpenAI 達成的部署 AMD GPU 的協議可能加速增長，財務表現強勁。2. Celsius Holdings：儘管面臨暫時性挫折，但收購 Alani Nu 和銷售額上升使其具備未來增長的基礎。3. Micron Technology：受益於對高帶寬內存芯片需求的增加，Micron 的收入和盈利能力顯著增長，暗示股票價格可能進一步上漲</p>

<p>Some investors, particularly the ones seeking high growth, generally want to find stocks that can double in value in two years or less. This means a stock would have to rise by a compound annual growth rate (CAGR) of about 42% over that period.</p>
<div class="lb-trans"><p>一些投資者，特別是那些尋求高增長的投資者，通常希望找到能夠在兩年內翻倍的股票。這意味着一隻股票在此期間需要實現約 42% 的年複合增長率（CAGR）。</p>
</div><p>There's no trouble finding such stocks when looking backwards. However, correctly predicting such price action <em>before</em> it occurs presents several challenges. Not only do prospective buyers have to look at valuations and financial metrics, but they may also have to deal with occurrences that investors can't predict.</p>
<div class="lb-trans"><p>回顧過去，找到這樣的股票並不困難。然而，在價格變化發生之前正確預測這種情況則面臨多個挑戰。潛在買家不僅需要關注估值和財務指標，還可能需要應對一些投資者無法預測的事件。</p>
</div><p>Still, you can find stocks that hold a reasonable chance of earning such returns over the next two years. Investors might want to look to these three stocks for such gains due to their past growth rates and trends in their respective industries.</p>
<div class="lb-trans"><p>儘管如此，您仍然可以找到在未來兩年內有合理機會獲得此類回報的股票。投資者可能希望關注這三隻股票，以期望由於它們過去的增長率和各自行業的趨勢而獲得這樣的收益。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzY3MDEvYW5hbHlzdC1yZXZpZXdzLXJpc2luZy1zdG9jay1kYXRhLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F836701%2Fanalyst-reviews-rising-stock-data.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. AMD</h2>
<div class="lb-trans"><h2>1. AMD</h2>
</div><p><strong>Advanced Micro Devices</strong>(AMD -7.78%) just made a deal that dramatically increases the odds of such growth. In a &#34;multi-generation agreement,&#34; OpenAI will deploy 6 gigawatts of AMD graphics processing units (GPUs).</p>
<div class="lb-trans"><p><strong>超威半導體</strong>（AMD -7.78%）剛剛達成一項協議，顯著提高了這種增長的可能性。在一項 “多代協議” 中，OpenAI 將部署 6 吉瓦的 AMD 圖形處理單元（GPU）。</p>
</div><p>This will begin with the release of AMD's Instinct MI450 series of chips, due out in the second half of 2026. In exchange, OpenAI holds a warrant for up to 160 million shares of AMD stock, contingent on the achievement of milestones.</p>
<div class="lb-trans"><p>這將從 AMD 的 Instinct MI450 系列芯片的發佈開始，預計將在 2026 年下半年推出。作為交換，OpenAI 持有最多 1.6 億股 AMD 股票的認股權證，具體取決於里程碑的達成。</p>
</div><p>This comes as AMD has benefited from rapid growth in both its artificial intelligence (AI)-driven data center and PC segments. Additionally, before this deal, AMD reported $1.6 billion in net income in the first half of 2025, up from $388 million in the same year-ago period. With this agreement, the company's profits are likely to keep accelerating.</p>
<div class="lb-trans"><p>隨着 AMD 在其人工智能（AI）驅動的數據中心和 PC 領域的快速增長，該公司受益匪淺。此外，在達成此協議之前，AMD 在 2025 年上半年報告的淨收入為 16 億美元，較去年同期的 3.88 億美元大幅增長。憑藉這項協議，該公司的利潤可能會繼續加速增長。</p>
</div><p>Moreover, the one-day increase in the stock price of 24%, which came before the announcement, is likely just the beginning. Although AMD's 121 price-to-earnings ratio (P/E) seems high, investors will likely respond well to its 57 forward P/E ratio, due to the potential for income deals from the aforementioned deal.</p>
<div class="lb-trans"><p>此外，在公告之前，股價一天內上漲 24%，這可能只是個開始。儘管 AMD 的市盈率（P/E）為 121 似乎較高，但投資者可能會對其 57 的前瞻市盈率反應良好，因為上述協議帶來的收入潛力。</p>
</div><p>As AMD becomes a greater force in the chip industry, its AI-driven growth could potentially make a doubling of the stock price within two years a conservative prediction.</p>
<div class="lb-trans"><p>隨着 AMD 在芯片行業的影響力日益增強，其 AI 驅動的增長可能使得在兩年內股價翻倍成為一個保守的預測。</p>
</div><h2>2. Celsius Holdings</h2>
<div class="lb-trans"><h2>2. Celsius Holdings</h2>
</div><p><strong>Celsius Holdings</strong>(CELH -5.56%) has stood out as offering an alternative approach to energy drinks. Unlike competitors such as Red Bull or <strong>Monster Beverage</strong>, Celsius Holdings places an added emphasis on natural ingredients.</p>
<div class="lb-trans"><p><strong>Celsius Holdings</strong>（CELH -5.56%）因提供替代能量飲料的方法而脱穎而出。與競爭對手如紅牛或 <strong>怪獸飲料</strong> 不同，Celsius Holdings 更加註重天然成分。</p>
</div><p>In 2022, a distribution deal with <strong>PepsiCo</strong> made the company's beverages more widely available in stores and online, contributing to significant gains in the stock. Its growth came to a temporary halt when a large distributor reduced its orders. However, the acquisition of competitor Alani Nu has revived growth in the company and, by extension, its stock.</p>
<div class="lb-trans"><p>在 2022 年，與 <strong>百事可樂</strong> 的分銷協議使公司的飲料在商店和在線上更廣泛可得，促進了股票的顯著增長。當一家大型分銷商減少訂單時，其增長暫時停滯。然而，收購競爭對手 Alani Nu 使公司的增長復甦，並因此推動了其股票的上漲。</p>
</div><p>Admittedly, acquisition costs have temporarily stopped the company's financial growth. The addition of Alani Nu was primarily responsible for the 41% yearly revenue increase in the first half of 2025. Nonetheless, comprehensive income for the period fell 3% to $125 million, as acquisition-related costs weighed on the bottom line.</p>
<div class="lb-trans"><p>誠然，收購成本暫時阻礙了公司的財務增長。Alani Nu 的加入主要導致 2025 年上半年收入同比增長 41%。儘管如此，該期間的綜合收入下降了 3%，降至 1.25 億美元，因為與收購相關的成本對底線造成了壓力。</p>
</div><p>So far, investors have dismissed the temporary slowdown, as Celsius Holdings' stock price doubled over the last year. Moreover, investors seemed to have dismissed the 143 P/E ratio, as the company's growth has taken the forward P/E ratio to 52.</p>
<div class="lb-trans"><p>到目前為止，投資者對這一暫時放緩表示不以為然，因為 Celsius Holdings 的股價在過去一年中翻了一番。此外，投資者似乎也對 143 的市盈率不以為然，因為公司的增長使得前瞻市盈率降至 52。</p>
</div><p>Such conditions should ultimately boost the beverage stock. Between the rising sales and falling earnings multiples, Celsius can easily double as sales increases lead to a revival in profit growth.</p>
<div class="lb-trans"><p>這樣的條件最終應該會推動這隻飲料股票的上漲。隨着銷售的增長和盈利倍數的下降，Celsius 可以輕鬆翻倍，因為銷售增長將導致利潤增長的復甦。</p>
</div><h2>3. Micron</h2>
<div class="lb-trans"><h2>3. Micron</h2>
</div><p>Memory-chipmaker <strong>Micron Technology</strong>(MU -5.59%) may come as a surprise. While the semiconductor industry is cyclical, in general, it's so severe in the memory market that past downturns have often wiped out most or all of the stock gains earned in the previous up cycle.</p>
<div class="lb-trans"><p>內存芯片製造商 <strong>美光科技</strong>（MU -5.59%）可能會讓人感到意外。雖然半導體行業通常是週期性的，但在內存市場中，這種週期性是如此嚴重，以至於過去的低迷往往會抹去之前上漲週期中獲得的大部分或全部股票收益。</p>
</div><p>Fortunately, this dynamic has changed, thanks to the development of high-bandwidth memory (HBM). The rise of AI has led to a massive increase in demand for HBM chips. Since the only other makers of HBM chips are South Korea-based Samsung and SK Hynix, Micron is in a unique position to meet the rising demand for them.</p>
<div class="lb-trans"><p>幸運的是，這種動態已經改變，這要歸功於高帶寬內存（HBM）的發展。人工智能的興起導致對 HBM 芯片的需求大幅增加。由於唯一其他的 HBM 芯片製造商是韓國的三星和 SK 海力士，美光在滿足日益增長的需求方面處於獨特的地位。</p>
</div><p>This dynamic resulted in a 49% increase in revenue for fiscal 2025. As a result, profitability has skyrocketed, and the company earned over $8.5 billion in net income, up from just $778 million in the previous fiscal year.</p>
<div class="lb-trans"><p>這種動態導致 2025 財年的收入增長了 49%。因此，盈利能力飆升，公司淨收入超過 85 億美元，較上一個財年僅為 7.78 億美元大幅增長。</p>
</div><p>Thanks to the stock's gain of more than 80% in the last year, investors have taken notice of Micron's value proposition.</p>
<div class="lb-trans"><p>由於股票在過去一年中上漲超過 80%，投資者開始注意到美光的價值主張。</p>
</div><p>However, Micron has not typically traded at valuations comparable to other AI stocks, and even today, it trades at just 25 times earnings. Still, the rising demand for AI chips should continue to bring significant profit growth, and that will probably push Micron's valuation and, by extension, its stock price higher.</p>
<div class="lb-trans"><p>然而，美光的交易估值通常並不與其他 AI 股票相當，即使在今天，它的市盈率也僅為 25 倍。儘管如此，對 AI 芯片的需求持續上升，預計將繼續帶來顯著的利潤增長，這可能會推動美光的估值以及其股價上漲。</p>
</div>

3 Stocks That Could Double Over the Next 2 Years

- 投資者尋求在兩年內實現股票翻倍，需年複合增長率約 42%。  
- AMD、Celsius Holdings 和 Micron 被認為有潛力實現此目標，因其行業增長和財務表現。  
- AMD 與 OpenAI 的協議、Celsius 的收購及 Micron 的高帶寬內存需求推動了各自的增長。  

未來兩年內可能翻倍的三隻股票