<p><strong>英偉達</strong>( NVDA +3.90%) 和 <strong>博通</strong>( AVGO 0.31%) 是押注人工智能（AI）芯片熱潮的兩大主要方式，二者都為長期股東帶來了豐厚的回報。但哪一家公司將 1000 美元的投資變得更多呢？</p>
<p>這完全取決於你何時投入資金。</p>
<p>回顧五年前，英偉達勝出。截至目前，2021 年中期投資 1000 美元於英偉達的價值約為 10100 美元，考慮到股息再投資。而同樣的 1000 美元在博通的價值約為 9100 美元。兩者的結果都非常出色，約為你投資的 9 到 10 倍。</p>
<p>不過，如果將時間縮短到三年，兩者的表現基本持平，各自約為 4800 美元。</p>
<p>在過去的 12 個月中，博通明顯勝出，將 1000 美元變成了大約 1440 美元，而英偉達則約為 1280 美元。儘管英偉達的業務持續增長，但其股票在 2026 年降温，而博通則大幅上漲。</p>
<p>綜上所述，對於今天有資金投資的人來説，更有用的問題是這兩者中哪一個在未來的定位更好。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg3ODM2Ny9udmRhLWF2Z28ucG5nFnc9Mzg0MBZvcD1yZXNpemU?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="博通標誌與英偉達標誌" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg3ODM2Ny9udmRhLWF2Z28ucG5nFnc9Mzg0MBZvcD1yZXNpemU"/></p>
<p>圖片來源：The Motley Fool。</p>
<h2>英偉達：仍然是熱潮的中心</h2>
<p>英偉達仍然是人工智能建設的中心。在其最近的財季（截至 4 月底），收入 達到了創紀錄的 816 億美元，同比增長 85%，環比增長 20%。數據中心收入為 752 億美元，增長 92%。</p>
<p>對於一家已經產生如此多收入的公司來説，這樣的增長速度是顯著的。英偉達的 圖形處理單元（GPU） 仍然是訓練和運行最大 AI 模型的默認硬件，需求仍然超過公司的供應。</p>
<p>擴展</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvTlZEQS5wbmcWdz0xMjgWb3A9cmVzaXpl?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="英偉達股票報價" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvTlZEQS5wbmcWdz0xMjgWb3A9cmVzaXpl"/></p>
<h2>NASDAQ: NVDA</h2>
<p>英偉達</p>
<p>今日變動</p>
<p>(3.90%) $7.90</p>
<p>當前價格</p>
<p>$210.68</p>
<h3>關鍵數據點</h3>
<p>市值</p>
<p>$5.1T 市值僅基於公開交易的流通股計算。不包括未上市、私有或雙重類別的非交易股份。隱含市值可能有所不同。市值僅基於公開交易的流通股計算。不包括未上市、私有或雙重類別的非交易股份。隱含市值可能有所不同。</p>
<p>日內區間</p>
<p>$201.91 - $210.87</p>
<p>52 周區間</p>
<p>$162.02 - $236.54</p>
<p>成交量</p>
<p>5.7M</p>
<p>平均成交量</p>
<p>158.9M</p>
<p>毛利率</p>
<p>74.15%</p>
<p>股息收益率</p>
<p>0.13%</p>
<p>過去幾年，英偉達常常受到估值的質疑。然而，這一論點已經悄然減弱。在 2026 年儘管盈利上升，英偉達的股價仍然滯後，現在的交易價格約為未來收益的 20 倍。</p>
<p>這比整體市場便宜，值得注意的是，比博通便宜。對於一家如此快速增長的公司來説，這可以説是一個異常合理的價格。</p>
<p>風險是熟悉的。半導體週期可能會轉變，大客户正在設計自己的芯片以減少對 英偉達 的依賴，任何數據中心支出的放緩都可能對股價造成嚴重打擊。但當你將增長和價格結合起來看時，英偉達的佈局在我看來比以往更具吸引力。</p>
<h2>博通：多元化的挑戰者</h2>
<p>博通的 AI 業務規模小於英偉達，但其增長速度更快，基數更低。上個季度，其 AI 芯片收入同比增長 143%，達到 108 億美元，管理層預計本季度將達到約 160 億美元。</p>
<p>博通並不是銷售現成的 GPU，而是為少數幾家最大的雲公司設計定製的 AI 加速器和網絡芯片——這是一種不同的、更集中的方式來從同樣的建設中獲利。</p>
<p>擴展</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvQVZHTy5wbmcWdz0xMjgWb3A9cmVzaXpl?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="博通股票報價" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvQVZHTy5wbmcWdz0xMjgWb3A9cmVzaXpl"/></p>
<h2>NASDAQ: AVGO</h2>
<p>博通</p>
<p>今日變動</p>
<p>(-0.31%) $-1.25</p>
<p>當前價格</p>
<p>$399.87</p>
<h3>關鍵數據點</h3>
<p>市值</p>
<p>$1.9T 市值僅基於公開交易的流通股計算。不包括未上市、私有或雙重類別的非交易股份。隱含市值可能有所不同。市值僅基於公開交易的流通股計算。不包括未上市、私有或雙重類別的非交易股份。隱含市值可能有所不同。</p>
<p>日內區間</p>
<p>$395.78 - $402.30</p>
<p>52 周區間</p>
<p>$269.58 - $495.00</p>
<p>成交量</p>
<p>388.4K</p>
<p>平均成交量</p>
<p>26.4M</p>
<p>毛利率</p>
<p>65.66%</p>
<p>股息收益率</p>
<p>0.64%</p>
<p>總體而言，它也是一個更為多元化的業務。除了 AI 芯片外，博通還銷售各種其他半導體，並且自收購 VMware 以來，擁有一個大型且盈利的基礎設施軟件業務。此外，本週它還通過一項預計超過 300 億美元的多年製造承諾，進一步加深了與 <strong>蘋果</strong> 的長期合作關係。</p>
<p>權衡之下是估值和集中度。博通的交易價格約為未來收益的 25 倍，較英偉達溢價，並且其 AI 收入的很大一部分來自少數幾個客户。</p>
<h2>哪個更值得購買？</h2>
<p>兩者都是優秀的企業，在過去一年中，博通的股票表現更佳。但展望未來，我會更傾向於英偉達。</p>
<p>它的增長速度更快，更加處於 AI 計算的中心。而且——讓人驚訝的是——在未來收益方面，它實際上是兩者中更便宜的。你以更低的估值倍數獲得了增長更快的公司。</p>
<p>當然，博通是一家優秀的公司。它提供了英偉達所沒有的東西：更為多元化的收入基礎和一個快速增長的軟件部門，這可以在人工智能芯片需求減緩時幫助緩解衝擊。對於希望獲得這種緩衝的投資者來説，博通是一個合理的選擇，而其定製硅片的細分市場本身也是一個強勁的業務。</p>
<p>但如果我今天有一千美元可以投資於這兩隻人工智能芯片股票中的一隻，我會選擇英偉達。主要是因為我更願意以更便宜的價格擁有這家增長更快的公司。過去五年，兩者都獲得了豐厚的回報，但在接下來的階段，我認為局勢會再次傾向於這場繁榮的開創者。</p>

博通

英偉達

AVGG

<p>這篇文章將英偉達和博通作為人工智能芯片投資進行了比較。儘管博通在過去一年中表現優於英偉達，但由於英偉達在人工智能中的核心角色、更快的增長以及較低的未來收益估值（20 倍對比博通的 25 倍），英偉達被更看好作為未來的投資。博通通過軟件和定製芯片提供了多樣化，但面臨客户集中風險</p>

<p><strong>Nvidia</strong>( NVDA +3.90%) and <strong>Broadcom</strong>( AVGO 0.31%) have been the two biggest ways to bet on the artificial intelligence (AI) chip boom, and both have made long-term shareholders a great deal of money. But which one turned a $1,000 investment into more?</p>
<div class="lb-trans"><p><strong>英偉達</strong>( NVDA +3.90%) 和 <strong>博通</strong>( AVGO 0.31%) 是押注人工智能（AI）芯片熱潮的兩大主要方式，二者都為長期股東帶來了豐厚的回報。但哪一家公司將 1000 美元的投資變得更多呢？</p>
</div><p>It depends entirely on when you would have put the money in.</p>
<div class="lb-trans"><p>這完全取決於你何時投入資金。</p>
</div><p>Go back five years, and Nvidia wins. As of this writing, $1,000 invested in Nvidia in mid-2021 would be worth about $10,100 today, with dividends reinvested. The same $1,000 in Broadcom would be worth about $9,100. Both are extraordinary outcomes, roughly 9 to 10 times your money.</p>
<div class="lb-trans"><p>回顧五年前，英偉達勝出。截至目前，2021 年中期投資 1000 美元於英偉達的價值約為 10100 美元，考慮到股息再投資。而同樣的 1000 美元在博通的價值約為 9100 美元。兩者的結果都非常出色，約為你投資的 9 到 10 倍。</p>
</div><p>Shorten the window to three years, though, and the two are essentially tied at about $4,800 each.</p>
<div class="lb-trans"><p>不過，如果將時間縮短到三年，兩者的表現基本持平，各自約為 4800 美元。</p>
</div><p>Over the past 12 months, by contrast, Broadcom is the clear winner, turning $1,000 into roughly $1,440 versus about $1,280 for Nvidia. Nvidia's stock cooled in 2026 even as its business kept booming, while Broadcom surged.</p>
<div class="lb-trans"><p>在過去的 12 個月中，博通明顯勝出，將 1000 美元變成了大約 1440 美元，而英偉達則約為 1280 美元。儘管英偉達的業務持續增長，但其股票在 2026 年降温，而博通則大幅上漲。</p>
</div><p>With all of this said, the more useful question for anyone with money to invest today is which of these two looks better positioned from here.</p>
<div class="lb-trans"><p>綜上所述，對於今天有資金投資的人來説，更有用的問題是這兩者中哪一個在未來的定位更好。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzgzNjcvbnZkYS1hdmdvLnBuZyZ3PTM4NDA" alt="The Broadcom logo next to the Nvidia logo." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F878367%2Fnvda-avgo.png&amp;w=3840&amp;op=resize"/></p>
<p>Image source: The Motley Fool.</p>
<div class="lb-trans"><p>圖片來源：The Motley Fool。</p>
</div><h2>Nvidia: still the center of the boom</h2>
<div class="lb-trans"><h2>英偉達：仍然是熱潮的中心</h2>
</div><p>Nvidia is still the center of the AI build-out. In its most recent fiscal quarter (ended in late April), revenue hit a record $81.6 billion, up 85% year over year and 20% from the prior quarter. Data center revenue of $75.2 billion climbed 92%.</p>
<div class="lb-trans"><p>英偉達仍然是人工智能建設的中心。在其最近的財季（截至 4 月底），收入 達到了創紀錄的 816 億美元，同比增長 85%，環比增長 20%。數據中心收入為 752 億美元，增長 92%。</p>
</div><p>For a company already generating this much, that pace of growth is remarkable. Nvidia's graphics processing units (GPUs) remain the default hardware for training and running the largest AI models, and demand still outstrips the company's supply.</p>
<div class="lb-trans"><p>對於一家已經產生如此多收入的公司來説，這樣的增長速度是顯著的。英偉達的 圖形處理單元（GPU） 仍然是訓練和運行最大 AI 模型的默認硬件，需求仍然超過公司的供應。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>擴展</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>英偉達</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日變動</p>
</div><p>(3.90%) $7.90</p>
<div class="lb-trans"><p>(3.90%) $7.90</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>當前價格</p>
</div><p>$210.68</p>
<div class="lb-trans"><p>$210.68</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>$5.1TMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.Market cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.</p>
<div class="lb-trans"><p>$5.1T 市值僅基於公開交易的流通股計算。不包括未上市、私有或雙重類別的非交易股份。隱含市值可能有所不同。市值僅基於公開交易的流通股計算。不包括未上市、私有或雙重類別的非交易股份。隱含市值可能有所不同。</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日內區間</p>
</div><p>$201.91 - $210.87</p>
<div class="lb-trans"><p>$201.91 - $210.87</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周區間</p>
</div><p>$162.02 - $236.54</p>
<div class="lb-trans"><p>$162.02 - $236.54</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>5.7M</p>
<div class="lb-trans"><p>5.7M</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>158.9M</p>
<div class="lb-trans"><p>158.9M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>74.15%</p>
<div class="lb-trans"><p>74.15%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.13%</p>
<div class="lb-trans"><p>0.13%</p>
</div><p>In years past, the knock on Nvidia was often valuation. However, that argument has quietly weakened. After lagging in 2026 even as earnings climbed, Nvidia now trades at about 20 times forward earnings.</p>
<div class="lb-trans"><p>過去幾年，英偉達常常受到估值的質疑。然而，這一論點已經悄然減弱。在 2026 年儘管盈利上升，英偉達的股價仍然滯後，現在的交易價格約為未來收益的 20 倍。</p>
</div><p>That's cheaper than the broader market and, worth noting, cheaper than Broadcom. For a company growing this fast, that's arguably an unusually reasonable price.</p>
<div class="lb-trans"><p>這比整體市場便宜，值得注意的是，比博通便宜。對於一家如此快速增長的公司來説，這可以説是一個異常合理的價格。</p>
</div><p>The risks are familiar. The semiconductor cycle can turn, big customers are designing their own chips to lean less on Nvidia, and any slowdown in data center spending could hit the stock hard. But when you look at growth and price together, Nvidia's setup looks more attractive to me than it has in a while.</p>
<div class="lb-trans"><p>風險是熟悉的。半導體週期可能會轉變，大客户正在設計自己的芯片以減少對 英偉達 的依賴，任何數據中心支出的放緩都可能對股價造成嚴重打擊。但當你將增長和價格結合起來看時，英偉達的佈局在我看來比以往更具吸引力。</p>
</div><h2>Broadcom: the diversified challenger</h2>
<div class="lb-trans"><h2>博通：多元化的挑戰者</h2>
</div><p>Broadcom's AI business is smaller than Nvidia's, but it's growing even faster off a lower base. Its AI chip revenue jumped 143% year over year last quarter to $10.8 billion, and management sees roughly $16 billion this quarter.</p>
<div class="lb-trans"><p>博通的 AI 業務規模小於英偉達，但其增長速度更快，基數更低。上個季度，其 AI 芯片收入同比增長 143%，達到 108 億美元，管理層預計本季度將達到約 160 億美元。</p>
</div><p>Rather than sell off-the-shelf GPUs, Broadcom designs custom AI accelerators and networking chips for a handful of the largest cloud companies -- a different, more concentrated way to profit from the same build-out.</p>
<div class="lb-trans"><p>博通並不是銷售現成的 GPU，而是為少數幾家最大的雲公司設計定製的 AI 加速器和網絡芯片——這是一種不同的、更集中的方式來從同樣的建設中獲利。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>擴展</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FWR08ucG5nJnc9MTI4" alt="Broadcom Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FAVGO.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: AVGO</h2>
<div class="lb-trans"><h2>NASDAQ: AVGO</h2>
</div><p>Broadcom</p>
<div class="lb-trans"><p>博通</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日變動</p>
</div><p>(-0.31%) $-1.25</p>
<div class="lb-trans"><p>(-0.31%) $-1.25</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>當前價格</p>
</div><p>$399.87</p>
<div class="lb-trans"><p>$399.87</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>$1.9TMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.Market cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.</p>
<div class="lb-trans"><p>$1.9T 市值僅基於公開交易的流通股計算。不包括未上市、私有或雙重類別的非交易股份。隱含市值可能有所不同。市值僅基於公開交易的流通股計算。不包括未上市、私有或雙重類別的非交易股份。隱含市值可能有所不同。</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日內區間</p>
</div><p>$395.78 - $402.30</p>
<div class="lb-trans"><p>$395.78 - $402.30</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周區間</p>
</div><p>$269.58 - $495.00</p>
<div class="lb-trans"><p>$269.58 - $495.00</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>388.4K</p>
<div class="lb-trans"><p>388.4K</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>26.4M</p>
<div class="lb-trans"><p>26.4M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>65.66%</p>
<div class="lb-trans"><p>65.66%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.64%</p>
<div class="lb-trans"><p>0.64%</p>
</div><p>It's also a more diversified business overall. Alongside AI chips, Broadcom sells a wide range of other semiconductors and, since acquiring VMware, a large and profitable infrastructure-software operation. Further, this week it also deepened its long relationship with <strong>Apple</strong> through a multiyear manufacturing commitment expected to exceed $30 billion.</p>
<div class="lb-trans"><p>總體而言，它也是一個更為多元化的業務。除了 AI 芯片外，博通還銷售各種其他半導體，並且自收購 VMware 以來，擁有一個大型且盈利的基礎設施軟件業務。此外，本週它還通過一項預計超過 300 億美元的多年製造承諾，進一步加深了與 <strong>蘋果</strong> 的長期合作關係。</p>
</div><p>The trade-off is valuation and concentration. Broadcom trades at about 25 times forward earnings, a premium to Nvidia, and a large chunk of its AI revenue comes from just a few customers.</p>
<div class="lb-trans"><p>權衡之下是估值和集中度。博通的交易價格約為未來收益的 25 倍，較英偉達溢價，並且其 AI 收入的很大一部分來自少數幾個客户。</p>
</div><h2>Which is the better buy?</h2>
<div class="lb-trans"><h2>哪個更值得購買？</h2>
</div><p>Both are excellent businesses, and over the past year, Broadcom has been the better stock. But looking forward, I'd give the edge to Nvidia.</p>
<div class="lb-trans"><p>兩者都是優秀的企業，在過去一年中，博通的股票表現更佳。但展望未來，我會更傾向於英偉達。</p>
</div><p>It's growing faster and sits more squarely at the center of AI computing. And -- the part that surprises people -- it's actually the cheaper of the two on forward earnings. You're getting the faster-growing one at a lower valuation multiple.</p>
<div class="lb-trans"><p>它的增長速度更快，更加處於 AI 計算的中心。而且——讓人驚訝的是——在未來收益方面，它實際上是兩者中更便宜的。你以更低的估值倍數獲得了增長更快的公司。</p>
</div><p>Of course, Broadcom is a great business. It offers something Nvidia doesn't: a more diversified revenue base and a fast-growing software arm that could help soften the blow if AI chip demand ever cools. For investors who want that cushion, Broadcom is a reasonable pick, and its custom-silicon niche is a strong business in its own right.</p>
<div class="lb-trans"><p>當然，博通是一家優秀的公司。它提供了英偉達所沒有的東西：更為多元化的收入基礎和一個快速增長的軟件部門，這可以在人工智能芯片需求減緩時幫助緩解衝擊。對於希望獲得這種緩衝的投資者來説，博通是一個合理的選擇，而其定製硅片的細分市場本身也是一個強勁的業務。</p>
</div><p>But if I had a fresh $1,000 to put into one of these two AI chip stocks today, I'd choose Nvidia. Mostly, I'd rather own the faster-growing company at the cheaper price. The last five years rewarded both handsomely, but the next stretch, I think, tilts back toward the name that started this whole boom.</p>
<div class="lb-trans"><p>但如果我今天有一千美元可以投資於這兩隻人工智能芯片股票中的一隻，我會選擇英偉達。主要是因為我更願意以更便宜的價格擁有這家增長更快的公司。過去五年，兩者都獲得了豐厚的回報，但在接下來的階段，我認為局勢會再次傾向於這場繁榮的開創者。</p>
</div>

$1,000 in Nvidia vs. $1,000 in Broadcom: Which AI Chip Bet Paid Off More?

- Nvidia 和 Broadcom 在 AI 芯片領域表現突出。  
- 過去一年，Broadcom 超越 Nvidia，收益更高。  
- 長期來看，分析師傾向於認為 Nvidia 更具增長潛力。

Motley Fool

Leverage Shares 2X Long AVGO Daily ETF

南方兩倍做多英偉達

1 倍做空英偉達 ETF - Direxion

1 倍做空 AVGO ETF - Direxion

英偉達期權收益策略 ETF - YieldMax

2 倍做多 AVGO ETF - Defiance

2 倍做多 AVGO ETF - Direxion

南方兩倍做空英偉達

1.5 倍做空英偉達 ETF - Tradr

2 倍做多 NVDA ETF - T-Rex

2 倍做多英偉達 ETF - GraniteShares

GraniteShares 2x Long AVGO Daily ETF

Roundhill AVGO WeeklyPay ETF

2 倍做空 NVDA ETF - GraniteShares

2 倍做空 NVDA ETF - T-Rex

2 倍做多英偉達 ETF - Direxion

ProShares Ultra NVDA

2 倍做多英偉達 ETF - Leverage Shares

Leverage Shares 2x Cpd Acclrtd NVDAMnETF

NVDA 週配息 ETF - Roundhill​

GraniteShares YieldBOOST NVDA ETF

xETFs NVDA Daily Income ETF

NVDA 期權收益策略 ETF - YieldMax

XI二南英偉-U

2 倍做多 MAG7 指數 ETF - Roundhill

半導體 ETF - VanEck Vectors

費城交易所 半導體 ETF - iShares

半導體 3 倍做多 - Direxion

Invesco PHLX Semiconductor ETF

標普半導體 ETF - SPDR

動態半導體 ETF - Invesco

納斯達克半導體 ETF - First Trust

蘋果

NVIDIA Corporation

將 $1,000 投資於英偉達與 $1,000 投資於博通：哪個 AI 芯片投資的回報更高？