<p>隨着 2025 年逐漸接近尾聲，市場有望再次實現強勁表現。過去十年中，<strong>成長股</strong> 再次引領潮流，這一趨勢似乎沒有理由會停止。</p>
<p>讓我們來看兩隻值得在未來五年內買入並持有的成長股。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NDc3NzcvZ2V0dHlpbWFnZXMtMTQ3MjI5MjM0OS5qcGcmdz0zODQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="3840" height="2560" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NDc3NzcvZ2V0dHlpbWFnZXMtMTQ3MjI5MjM0OS5qcGcmdz0zODQw"/></p>
<p>圖片來源：Getty Images。</p>
<h2>1. 英偉達</h2>
<p>在 <strong>人工智能（AI）</strong> 領域，<strong>Nvidia</strong>（NVDA +3.80%）仍然是值得繼續持有的最佳股票之一。其 <strong>圖形處理單元（GPU）</strong> 已成為 AI 基礎設施的支柱，得益於其並行處理能力，而圍繞這些芯片構建的生態系統將推動其未來幾年的增長。</p>
<p>公司的護城河始於其 <strong>CUDA</strong> 軟件平台，該平台近二十年前創建，旨在讓開發者輕鬆編程其芯片。公司聰明地將其免費提供，並推廣到進行早期 AI 研究的大學和實驗室。如今，大多數基礎 AI 代碼都是在 CUDA 上編寫的，且一代開發者已經在其平台上接受了培訓。</p>
<p>展開</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Nvidia 股票報價" width="80" height="80" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4"/></p>
<h2>NASDAQ: NVDA</h2>
<p>Nvidia</p>
<p>今日變動</p>
<p>(3.80%) $6.62</p>
<p>當前價格</p>
<p>$180.76</p>
<h3>關鍵數據點</h3>
<p>市值</p>
<p>$4.4 萬億</p>
<p>日內區間</p>
<p>$176.44 - $181.06</p>
<p>52 周區間</p>
<p>$86.62 - $212.19</p>
<p>成交量</p>
<p>740 萬</p>
<p>平均成交量</p>
<p>1.93 億</p>
<p>毛利率</p>
<p>70.05%</p>
<p>股息收益率</p>
<p>0.02%</p>
<p>與此同時，公司最近收購的 SchedMD 將進一步增強其軟件護城河，因為它為公司提供了一個名為 Slurm 的 AI 編排層，幫助協調哪些 GPU 執行哪些任務以及何時執行。雖然 Slurm 是開源的，但通過控制這一層，Nvidia 將能夠更緊密地將其與生態系統集成，以優化其芯片的性能。</p>
<p>廣告</p>
<p>公司還擁有一個網絡護城河，其 NVLink 互連繫統使其 GPU 能夠共享內存並直接傳輸數據，從而使其芯片集羣基本上可以作為一個強大的單元運作。它還在 <strong>Intel</strong> 上進行了一個巧妙的投資，兩家公司正在合作將 Intel 的 <strong>中央處理單元（CPU）</strong> 納入其 NVLink 框架，這可能有助於排擠競爭對手 <strong>超微半導體（AMD）</strong>，後者是數據中心 CPU 的領導者和第二大 GPU 廠商。</p>
<p>隨着 AI 基礎設施支出的持續增加，Nvidia 的護城河使其處於成為最大贏家的有利位置。</p>
<h2>2. Dutch Bros</h2>
<p>AI 和科技並不是唯一可以找到引人注目的成長股的領域。消費領域也是一個很好的觀察點，在這方面，<strong>Dutch Bros</strong>（BROS 0.21%）是未來幾年最佳的成長故事之一。</p>
<p>這家總部位於俄勒岡州的咖啡店運營商表現出色，成功實現了 <strong>同店銷售</strong> 的增長，同時擴展到新市場。在上個季度，儘管面臨困難的消費環境，公司仍實現了 5.7% 的可比餐廳銷售增長，交易量增長了 4.7%。公司直營店的表現更佳，同店銷售增長了 7.4%。這一增長得益於菜單創新、品牌營銷和移動預訂。</p>
<p>展開</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0JST1MucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Dutch Bros 股票報價" width="80" height="80" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0JST1MucG5nJnc9MTI4"/></p>
<h2>NYSE: BROS</h2>
<p>Dutch Bros</p>
<p>今日變動</p>
<p>(-0.21%) $-0.14</p>
<p>當前價格</p>
<p>$64.83</p>
<h3>關鍵數據點</h3>
<p>市值</p>
<p>$82 億</p>
<p>日內區間</p>
<p>$63.97 - $65.06</p>
<p>52 周區間</p>
<p>$47.16 - $86.88</p>
<p>成交量</p>
<p>89K</p>
<p>平均成交量</p>
<p>39 萬</p>
<p>毛利率</p>
<p>26.17%</p>
<p>與此同時，公司還有一個巨大的機會通過推出熱食項目進一步推動增長。與競爭對手 <strong>星巴克</strong> 相比，公司從食品中獲得的銷售額不到 2%，而星巴克約為 20%。這影響了其早晨時段的銷售，因為許多顧客不想停兩次。</p>
<p>然而，Dutch Bros 將在成功測試後向四分之三的門店推出熱食項目，試點店鋪的銷售額提升了 4%。一旦這些產品更廣泛可用，並且公司在其上投入更多的營銷，影響力可能會更大。</p>
<p>與此同時，Dutch Bros 仍處於擴張的早期階段，目前門店不足 1100 家。計劃到 2029 年擁有超過 2000 個門店，並預計最終在美國支持約 7000 家門店。其店鋪規模小，建設成本低，因此投資回報也很快。</p>
<p>在門店擴張和同店銷售增長之間，Dutch Bros 是未來五年值得擁有的股票。</p>

BROS

英偉達

2 倍做多英偉達 ETF - GraniteShares

南方兩倍做多英偉達

南方兩倍做空英偉達

英偉達期權收益策略 ETF - YieldMax

1 倍做空英偉達 ETF - Direxion

2 倍做多 NVDA ETF - T-Rex

2 倍做空 NVDA ETF - T-Rex

半導體 3 倍做多 - Direxion

<p>這篇文章推薦了英偉達和 Dutch Bros 作為未來五年值得持有的成長股。英偉達的人工智能基礎設施和軟件生態系統，包括 CUDA 和 NVLink，使其在人工智能領域處於領先地位。Dutch Bros 作為咖啡店運營商，正在迅速擴張，推出創新的菜單產品，並計劃顯著增加門店數量，使其成為消費領域的一個有前景的投資</p>

<p>As 2025 continues to wind down, the market is on track for another strong performance. Growth stocks once again led the way, which has been the case for much of the past decade. Meanwhile, there is no reason to think that this trend will not continue.</p>
<div class="lb-trans"><p>隨着 2025 年逐漸接近尾聲，市場有望再次實現強勁表現。過去十年中，<strong>成長股</strong> 再次引領潮流，這一趨勢似乎沒有理由會停止。</p>
</div><p>Let's look at two growth stocks to buy and hold for the next five years.</p>
<div class="lb-trans"><p>讓我們來看兩隻值得在未來五年內買入並持有的成長股。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NDc3NzcvZ2V0dHlpbWFnZXMtMTQ3MjI5MjM0OS5qcGcmdz0zODQw" alt="Artist rendering of bull market." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F847777%2Fgettyimages-1472292349.jpg&amp;w=3840&amp;op=resize"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>圖片來源：Getty Images。</p>
</div><h2>1. Nvidia</h2>
<div class="lb-trans"><h2>1. 英偉達</h2>
</div><p>When it comes to artificial intelligence (AI), <strong>Nvidia</strong>( NVDA +3.80%) remains one of the best stocks to continue to hold. Its graphics processing units (GPUs) have become the backbone of AI infrastructure, given their parallel processing power, but it is the ecosystem it's built around these chips that will help drive its growth in the coming years.</p>
<div class="lb-trans"><p>在 <strong>人工智能（AI）</strong> 領域，<strong>Nvidia</strong>（NVDA +3.80%）仍然是值得繼續持有的最佳股票之一。其 <strong>圖形處理單元（GPU）</strong> 已成為 AI 基礎設施的支柱，得益於其並行處理能力，而圍繞這些芯片構建的生態系統將推動其未來幾年的增長。</p>
</div><p>The company's moat starts with its CUDA software platform, which it created nearly two decades ago to allow developers to easily program its chips. The company smartly gave it away for free and pushed it into universities and research labs that were doing early work on AI. Today, most foundational AI code is written on CUDA, and a generation of developers has been trained on its platform.</p>
<div class="lb-trans"><p>公司的護城河始於其 <strong>CUDA</strong> 軟件平台，該平台近二十年前創建，旨在讓開發者輕鬆編程其芯片。公司聰明地將其免費提供，並推廣到進行早期 AI 研究的大學和實驗室。如今，大多數基礎 AI 代碼都是在 CUDA 上編寫的，且一代開發者已經在其平台上接受了培訓。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展開</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4" alt="Nvidia Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FNVDA.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: NVDA</h2>
<div class="lb-trans"><h2>NASDAQ: NVDA</h2>
</div><p>Nvidia</p>
<div class="lb-trans"><p>Nvidia</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日變動</p>
</div><p>(3.80%) $6.62</p>
<div class="lb-trans"><p>(3.80%) $6.62</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>當前價格</p>
</div><p>$180.76</p>
<div class="lb-trans"><p>$180.76</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>關鍵數據點</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$4.4T</p>
<div class="lb-trans"><p>$4.4 萬億</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日內區間</p>
</div><p>$176.44 - $181.06</p>
<div class="lb-trans"><p>$176.44 - $181.06</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周區間</p>
</div><p>$86.62 - $212.19</p>
<div class="lb-trans"><p>$86.62 - $212.19</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>7.4M</p>
<div class="lb-trans"><p>740 萬</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>193M</p>
<div class="lb-trans"><p>1.93 億</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>70.05%</p>
<div class="lb-trans"><p>70.05%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.02%</p>
<div class="lb-trans"><p>0.02%</p>
</div><p>Meanwhile, the company's recent acquisition of SchedMD should only increase its software moat, as it provides it with an AI orchestration layer called Slurm that helps coordinate which GPUs perform which tasks and when. While Slurm is open-source, by having control of this layer, Nvidia will be able to more tightly integrate it with its ecosystem to optimize the performance of its chips.</p>
<div class="lb-trans"><p>與此同時，公司最近收購的 SchedMD 將進一步增強其軟件護城河，因為它為公司提供了一個名為 Slurm 的 AI 編排層，幫助協調哪些 GPU 執行哪些任務以及何時執行。雖然 Slurm 是開源的，但通過控制這一層，Nvidia 將能夠更緊密地將其與生態系統集成，以優化其芯片的性能。</p>
</div><p>Advertisement</p>
<div class="lb-trans"><p>廣告</p>
</div><p>The company also has a networking moat with its NVLink interconnect system, which lets its GPUs pool memory and transfer data directly between each other, letting its chip clusters essentially act as one powerful unit. It also made a sneaky good investment in <strong>Intel</strong>, where the two companies are also partnering to bring Intel's central processing units (CPUs) into its NVLink framework, which could help freeze out rival <strong>Advanced Micro Devices</strong>, which is the leader in data center CPUs and the No. 2 GPU player.</p>
<div class="lb-trans"><p>公司還擁有一個網絡護城河，其 NVLink 互連繫統使其 GPU 能夠共享內存並直接傳輸數據，從而使其芯片集羣基本上可以作為一個強大的單元運作。它還在 <strong>Intel</strong> 上進行了一個巧妙的投資，兩家公司正在合作將 Intel 的 <strong>中央處理單元（CPU）</strong> 納入其 NVLink 框架，這可能有助於排擠競爭對手 <strong>超微半導體（AMD）</strong>，後者是數據中心 CPU 的領導者和第二大 GPU 廠商。</p>
</div><p>As AI infrastructure spending continues to ramp up, Nvidia's moat continues to put it in a position to be the biggest winner.</p>
<div class="lb-trans"><p>隨着 AI 基礎設施支出的持續增加，Nvidia 的護城河使其處於成為最大贏家的有利位置。</p>
</div><h2>2. Dutch Bros</h2>
<div class="lb-trans"><h2>2. Dutch Bros</h2>
</div><p>AI and tech are not the only areas to find intriguing growth stocks. The consumer space is another great place to look, and on that end, <strong>Dutch Bros</strong>( BROS 0.21%) is one of the best growth stories over the next few years.</p>
<div class="lb-trans"><p>AI 和科技並不是唯一可以找到引人注目的成長股的領域。消費領域也是一個很好的觀察點，在這方面，<strong>Dutch Bros</strong>（BROS 0.21%）是未來幾年最佳的成長故事之一。</p>
</div><p>The Oregon-based coffee shop operator has been hitting on all cylinders, nicely growing same-store sales while expanding into new markets. Last quarter, in a difficult consumer environment, the company posted a 5.7% jump in comparable-restaurant sales, as transactions grew 4.7%. Company-owned shops performed even better, with same-store sales up 7.4%. The growth is being powered by menu innovation, brand marketing, and mobile order-ahead.</p>
<div class="lb-trans"><p>這家總部位於俄勒岡州的咖啡店運營商表現出色，成功實現了 <strong>同店銷售</strong> 的增長，同時擴展到新市場。在上個季度，儘管面臨困難的消費環境，公司仍實現了 5.7% 的可比餐廳銷售增長，交易量增長了 4.7%。公司直營店的表現更佳，同店銷售增長了 7.4%。這一增長得益於菜單創新、品牌營銷和移動預訂。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展開</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0JST1MucG5nJnc9MTI4" alt="Dutch Bros Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FBROS.png&amp;w=128&amp;op=resize"/></p>
<h2>NYSE: BROS</h2>
<div class="lb-trans"><h2>NYSE: BROS</h2>
</div><p>Dutch Bros</p>
<div class="lb-trans"><p>Dutch Bros</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日變動</p>
</div><p>(-0.21%) $-0.14</p>
<div class="lb-trans"><p>(-0.21%) $-0.14</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>當前價格</p>
</div><p>$64.83</p>
<div class="lb-trans"><p>$64.83</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>關鍵數據點</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$8.2B</p>
<div class="lb-trans"><p>$82 億</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日內區間</p>
</div><p>$63.97 - $65.06</p>
<div class="lb-trans"><p>$63.97 - $65.06</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周區間</p>
</div><p>$47.16 - $86.88</p>
<div class="lb-trans"><p>$47.16 - $86.88</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>89K</p>
<div class="lb-trans"><p>89K</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>3.9M</p>
<div class="lb-trans"><p>39 萬</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>26.17%</p>
<div class="lb-trans"><p>26.17%</p>
</div><p>Meanwhile, the company has a big opportunity to further drive growth through the introduction of hot food items. The company has been getting less than 2% of its sales from food, compared to around 20% for rival <strong>Starbucks</strong>. This has hurt its morning daypart sales, as many customers don't want to make two stops.</p>
<div class="lb-trans"><p>與此同時，公司還有一個巨大的機會通過推出熱食項目進一步推動增長。與競爭對手 <strong>星巴克</strong> 相比，公司從食品中獲得的銷售額不到 2%，而星巴克約為 20%。這影響了其早晨時段的銷售，因為許多顧客不想停兩次。</p>
</div><p>However, Dutch Bros will roll out hot food items to three-quarters of its locations that can support the offerings after a successful test, with shops that piloted the food items seeing a 4% sales lift. And once these items are more widely available and the company puts more marketing behind them, it wouldn't be surprising if the impact becomes even bigger.</p>
<div class="lb-trans"><p>然而，Dutch Bros 將在成功測試後向四分之三的門店推出熱食項目，試點店鋪的銷售額提升了 4%。一旦這些產品更廣泛可用，並且公司在其上投入更多的營銷，影響力可能會更大。</p>
</div><p>Meanwhile, Dutch Bros is still in the early innings of expansion, with under 1,100 stores. It plans to have more than 2,000 locations by 2029, and sees the opportunity to eventually support around 7,000 stores in the U.S. Its shops are small and cheap to build out, so it also gets a quick payback on its investment.</p>
<div class="lb-trans"><p>與此同時，Dutch Bros 仍處於擴張的早期階段，目前門店不足 1100 家。計劃到 2029 年擁有超過 2000 個門店，並預計最終在美國支持約 7000 家門店。其店鋪規模小，建設成本低，因此投資回報也很快。</p>
</div><p>Between store expansion and same-store sales growth, Dutch Bros is a stock to own for the next five years.</p>
<div class="lb-trans"><p>在門店擴張和同店銷售增長之間，Dutch Bros 是未來五年值得擁有的股票。</p>
</div>

2 Monster Stocks to Hold for the Next 5 Years

- 2025 年市場表現強勁，成長股繼續引領。  
- Nvidia 在人工智能領域具優勢，預計將持續增長。  
- Dutch Bros 計劃擴展至 2000 家門店，推動銷售增長。

未來五年值得持有的兩隻優質股票