<p>與人工智能（AI）投資類似，量子計算為投資者提供了廣泛的選擇。有一些專注於量子計算的公司，投資者可以在承擔風險的同時獲得巨大的收益。其他雲計算公司將因能夠訪問量子計算機而受益於其雲上運行的工作負載增加。</p>
<p>還有一類公司將提供實現量子計算所需的一些組件。最後這一類公司也在人工智能的軍備競賽中扮演着重要角色，是一個值得關注的羣體。</p>
<p>這些是一些並非每位投資者都在考慮的間接量子計算投資，值得現在考慮購買。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzUzNjYvc3RvY2staW52ZXN0b3ItbG9va2luZy1hdC10aGVpci1waG9uZS1zdXJwcmlzZWQuanBnJnc9NzAw?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzUzNjYvc3RvY2staW52ZXN0b3ItbG9va2luZy1hdC10aGVpci1waG9uZS1zdXJwcmlzZWQuanBnJnc9NzAw"/></p>
<p>圖片來源：Getty Images。</p>
<h2>英偉達</h2>
<p><strong>英偉達</strong>（NVDA -4.33%）及其圖形處理單元（GPU）構建了我們今天所知的大部分 AI 計算能力。仍然有大量的計算能力需要開發，這將創建一個量子計算最終必須與之接口的龐大網絡。雖然量子計算本身可以提供令人印象深刻的結果，但真正的價值在於將量子計算與傳統計算結合的混合方法。</p>
<p>這將需要一些專門的軟件來與量子計算機進行通信，而英偉達已經開發了這種軟件。英偉達在 AI 軍備競賽中佔據主導地位的主要原因之一是其 CUDA 軟件，它允許開發者控制 GPU 以分配工作負載並執行特定任務。英偉達已經採用該軟件與量子計算機進行接口，推出了 CUDA-Q。</p>
<p>該軟件確保英偉達硬件將被用於彌合量子計算與傳統計算之間的差距，使英偉達成為量子計算軍備競賽的受益者，無論哪家公司開發出成功的解決方案。此外，英偉達在 AI 計算硬件軍備競賽中已經獲勝，使其成為一家成功的企業。</p>
<p>這使得英偉達的股票在量子和 AI 投資領域都是一個很好的買入選擇，如果這兩種趨勢繼續發展，這隻股票還有很大的上漲空間。</p>
<h2>台積電</h2>
<p>量子計算和 AI 都離不開高科技專用芯片。全球有一家芯片代工廠以其領先的技術和令人印象深刻的產量而脱穎而出，那就是 <strong>台積電</strong>（TSM -2.34%）。它是按收入計算的最大芯片代工廠，並已在這一領域確立了技術領導地位。</p>
<p>對台積電的投資是押注我們將需要更多更先進的芯片，隨着 AI 和量子計算技術的崛起，無論哪家公司在 AI 或量子計算軍備競賽中獲勝，它都處於受益的位置。</p>
<p>這隻股票是參與這兩種投資趨勢的低風險方式；然而，它的價格遠低於許多同行，可以以 31 倍的預期收益購買。</p>
<p>台積電是一個絕佳的方式來利用 AI 和量子計算軍備競賽，因為在幾乎所有情況下它都會是贏家（只要公司繼續投資計算能力）。</p>
<h2>阿斯麥</h2>
<p>最後，有 <strong>阿斯麥</strong>（ASML -0.50%）。阿斯麥製造涉及芯片生產過程的高度專業化機器，只有它擁有製造這些機器的技術。這使得阿斯麥擁有技術壟斷，這非常罕見。考慮到由於 AI 和量子計算預計需要更多芯片，阿斯麥需要向像台積電這樣的芯片製造商銷售更多機器以滿足需求。</p>
<p>在過去的 12 個月中，它的收入約為 322 億歐元（374 億美元）。然而，根據管理層的預測，這一數字到 2030 年可能會增加到 440 億至 600 億歐元（511 億美元至 697 億美元），因為芯片需求將大幅上升。</p>
<p>阿斯麥是參與這一混合 AI 和量子計算軍備競賽的另一個絕佳方式，如果它能夠實現其財務目標，股票還有很大的上漲空間。</p>

<p>這篇文章討論了三隻值得考慮投資的量子人工智能股票：英偉達、台積電和阿斯麥。英偉達因其 GPU 和 CUDA-Q 軟件而受到關注，該軟件將量子計算與傳統計算相結合。台積電因其領先的芯片製造能力而被提及，使其在人工智能和量子領域成為一種低風險投資。阿斯麥因其在芯片生產機械方面的獨特技術而受到認可，預計由於芯片需求上升，其收入將顯著增長。這些公司有望從人工智能和量子計算的持續進步中受益</p>

<p>Similar to artificial intelligence (AI) investing, quantum computing offers investors a wide range of options. There are quantum computing pure plays that give investors massive upside in exchange for risk. Other cloud computing players will benefit from increased workloads being run on their clouds due to having access to quantum computers.</p>
<div class="lb-trans"><p>與人工智能（AI）投資類似，量子計算為投資者提供了廣泛的選擇。有一些專注於量子計算的公司，投資者可以在承擔風險的同時獲得巨大的收益。其他雲計算公司將因能夠訪問量子計算機而受益於其雲上運行的工作負載增加。</p>
</div><p>And there's another branch of companies that will provide some of the components necessary to make quantum computing a reality. That last cohort is also heavily involved in the artificial intelligence arms race and is an intriguing group to consider.</p>
<div class="lb-trans"><p>還有一類公司將提供實現量子計算所需的一些組件。最後這一類公司也在人工智能的軍備競賽中扮演着重要角色，是一個值得關注的羣體。</p>
</div><p>These are some backdoor quantum computing plays that not every investor is thinking about, and are worth considering buying right now.</p>
<div class="lb-trans"><p>這些是一些並非每位投資者都在考慮的間接量子計算投資，值得現在考慮購買。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzUzNjYvc3RvY2staW52ZXN0b3ItbG9va2luZy1hdC10aGVpci1waG9uZS1zdXJwcmlzZWQuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F835366%2Fstock-investor-looking-at-their-phone-surprised.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 -4.33%) and its graphics processing units (GPUs) have built the majority of the AI computing power that we know today. There is a massive amount of computing power still to be built out, which will create a massive network that quantum computing will eventually have to interface with. While quantum computing can deliver impressive results on its own, the real value comes from integrating quantum computing with traditional computing in a hybrid approach.</p>
<div class="lb-trans"><p><strong>英偉達</strong>（NVDA -4.33%）及其圖形處理單元（GPU）構建了我們今天所知的大部分 AI 計算能力。仍然有大量的計算能力需要開發，這將創建一個量子計算最終必須與之接口的龐大網絡。雖然量子計算本身可以提供令人印象深刻的結果，但真正的價值在於將量子計算與傳統計算結合的混合方法。</p>
</div><p>This will require some specialized software to communicate with quantum computers, which Nvidia has already developed. One of the main reasons why Nvidia was the dominant company in the AI arms race to date is its CUDA software, which allows developers to control GPUs to divide workloads and have them do specific tasks. Nvidia has already adopted this software to interface with quantum computers, launching CUDA-Q.</p>
<div class="lb-trans"><p>這將需要一些專門的軟件來與量子計算機進行通信，而英偉達已經開發了這種軟件。英偉達在 AI 軍備競賽中佔據主導地位的主要原因之一是其 CUDA 軟件，它允許開發者控制 GPU 以分配工作負載並執行特定任務。英偉達已經採用該軟件與量子計算機進行接口，推出了 CUDA-Q。</p>
</div><p>This software ensures that Nvidia hardware will need to be used to bridge the gap between quantum and traditional computing, making Nvidia a benefactor of the quantum computing arms race, regardless of which company develops a winning solution. Furthermore, Nvidia is already winning the AI computing hardware arms race, making it an already successful business.</p>
<div class="lb-trans"><p>該軟件確保英偉達硬件將被用於彌合量子計算與傳統計算之間的差距，使英偉達成為量子計算軍備競賽的受益者，無論哪家公司開發出成功的解決方案。此外，英偉達在 AI 計算硬件軍備競賽中已經獲勝，使其成為一家成功的企業。</p>
</div><p>This makes Nvidia stock a great buy in both the quantum and AI investing realms, and this stock has plenty of room to run if both of these trends continue panning out.</p>
<div class="lb-trans"><p>這使得英偉達的股票在量子和 AI 投資領域都是一個很好的買入選擇，如果這兩種趨勢繼續發展，這隻股票還有很大的上漲空間。</p>
</div><h2>Taiwan Semiconductor Manufacturing</h2>
<div class="lb-trans"><h2>台積電</h2>
</div><p>Both quantum computing and AI are impossible without high-tech specialized chips. There's one chip foundry in the world that stands out from the others with its leading technology and impressive yields, and that's <strong>Taiwan Semiconductor Manufacturing</strong>(TSM -2.34%). It's the largest chip foundry by revenue, and has established itself as a technological leader in this space.</p>
<div class="lb-trans"><p>量子計算和 AI 都離不開高科技專用芯片。全球有一家芯片代工廠以其領先的技術和令人印象深刻的產量而脱穎而出，那就是 <strong>台積電</strong>（TSM -2.34%）。它是按收入計算的最大芯片代工廠，並已在這一領域確立了技術領導地位。</p>
</div><p>An investment in TSMC is a bet that we're going to need more advanced chips in greater quantities, and with the rise of AI and quantum computing technology, it's in a spot to benefit no matter which company wins the AI or quantum computing arms race.</p>
<div class="lb-trans"><p>對台積電的投資是押注我們將需要更多更先進的芯片，隨着 AI 和量子計算技術的崛起，無論哪家公司在 AI 或量子計算軍備競賽中獲勝，它都處於受益的位置。</p>
</div><p>This stock is a lower-risk way to play both investment trends; however, it's much cheaper than many of its peers, and can be purchased for 31 times forward earnings.</p>
<div class="lb-trans"><p>這隻股票是參與這兩種投資趨勢的低風險方式；然而，它的價格遠低於許多同行，可以以 31 倍的預期收益購買。</p>
</div><p>Taiwan Semiconductor is an excellent way to capitalize on both the AI and the quantum computing arms race, as it will be a winner in nearly every scenario (as long as companies keep spending on computing power).</p>
<div class="lb-trans"><p>台積電是一個絕佳的方式來利用 AI 和量子計算軍備競賽，因為在幾乎所有情況下它都會是贏家（只要公司繼續投資計算能力）。</p>
</div><h2>ASML</h2>
<div class="lb-trans"><h2>阿斯麥</h2>
</div><p>Lastly, there is <strong>ASML Holding</strong>(ASML -0.50%). ASML makes highly specialized machines involved in the chip production process that only it has the technology to make. This gives ASML a technological monopoly, which is quite rare. Considering how many more chips are expected to be needed thanks to AI and quantum computing, ASML will need to sell a lot more machines to chip fabricators like TSMC to meet demand.</p>
<div class="lb-trans"><p>最後，有 <strong>阿斯麥</strong>（ASML -0.50%）。阿斯麥製造涉及芯片生產過程的高度專業化機器，只有它擁有製造這些機器的技術。這使得阿斯麥擁有技術壟斷，這非常罕見。考慮到由於 AI 和量子計算預計需要更多芯片，阿斯麥需要向像台積電這樣的芯片製造商銷售更多機器以滿足需求。</p>
</div><p>Over the past 12 months, it has generated around 32.2 billion euros ($37.4 billion) in revenue. Still, that figure could rise to 44 billion to 60 billion euros ($51.1 billion to $69.7 billion) by 2030 as chip demand ramps up, according to management's projections.</p>
<div class="lb-trans"><p>在過去的 12 個月中，它的收入約為 322 億歐元（374 億美元）。然而，根據管理層的預測，這一數字到 2030 年可能會增加到 440 億至 600 億歐元（511 億美元至 697 億美元），因為芯片需求將大幅上升。</p>
</div><p>ASML is another great way to play this hybrid AI and quantum computing arms race, and the stock has plenty of room to run if it can achieve its financial goals.</p>
<div class="lb-trans"><p>阿斯麥是參與這一混合 AI 和量子計算軍備競賽的另一個絕佳方式，如果它能夠實現其財務目標，股票還有很大的上漲空間。</p>
</div>

3 Sneaky Quantum AI Stocks to Buy Now

- 量子計算為投資者提供多種選擇，包括純量子計算公司和雲計算企業。  
- Nvidia、台積電和 ASML 是受益於量子計算和人工智能的關鍵公司。  
- 這些公司在技術和市場需求上具備優勢，值得投資者關注。

3 只值得現在購買的隱秘量子 AI 股票