
外媒點名未來十年值得買入並持有的2檔人工智慧股票,台積電是其中之一
《The Motley Fool》報導,點名輝達(NVIDIA)與台積電(TSMC)為未來十年值得買入並持有的2檔AI股票。報導指出,輝達憑藉獲利能力、市場占有率及合理估值,台積電則掌握晶片製造命脈,兩者皆是AI浪潮下的最大受惠者。

《The Motley Fool》報導,點名輝達(NVIDIA)與台積電(TSMC)為未來十年值得買入並持有的2檔AI股票。報導指出,輝達憑藉獲利能力、市場占有率及合理估值,台積電則掌握晶片製造命脈,兩者皆是AI浪潮下的最大受惠者。

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外媒報導,儘管AI相關股票今年以來經歷波動,但台積電、Alphabet和輝達這三家公司因其在AI領域的關鍵地位和持續成長潛力,被看好能成為長期贏家,有望持續優於大盤表現。

外媒報導指出,AI基礎設施市場蓬勃發展,預計今年資本支出達7250億美元。博通憑藉ASIC和網路設備領導地位,以及台積電在先進晶片製造的壟斷地位,被認為是此熱潮中的兩大贏家,且市場普遍低估其潛力。

Google母公司Alphabet將透過股權融資籌集800億美元,以支應其AI基礎建設投資計畫。輝達、博通、台積電和Marvell等四家半導體企業被認為最有機會受惠於Alphabet的AI擴張。

Investment media "The Motley Fool" suggests that if the stock market crashes, TSMC is the top AI stock to buy due to its dominant market position and essential role in the AI ecosystem. Despite recent market rallies and high valuations, TSMC's business model and historical returns make it an attractive long-term investment.

投資媒體《The Motley Fool》點名台積電、亞馬遜、Alphabet為極佳的長期AI投資選擇。報導指出,AI是長期趨勢,投資人應以10年視角配置。台積電是晶片製造基石,亞馬遜AWS成長強勁,Alphabet的Google Cloud與Gemini模型具潛力。

億萬富豪投資人Philippe Laffont第一季大舉減碼亞馬遜、Alphabet、微軟,並清空甲骨文持股,轉而增持台積電、新建艾司摩爾(ASML)倉位,顯示其投資重心從AI應用轉向AI基礎設施。

投資媒體《The Motley Fool》點名Alphabet和台積電,認為兩檔股票在AI浪潮中具備巨大潛力,最適合在未來十年充滿不確定性的市場中長期持有。Alphabet擁有完整的AI生態系、頂級晶片與模型能力,台積電則被譽為AI晶片戰爭的最大軍火商。

The Motley Fool, a pioneer in online investment advice since the 90s, offers tiered subscription services like Stock Advisor, Epic, and Epic Plus. While basic Stock Advisor is affordable, premium tiers provide more in-depth analysis and tools. The article highlights various promo codes and discounts available for new subscribers, including significant savings on annual plans and bundles, with most plans offering a 30-day money-back guarantee.

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