3 Artificial Intelligence (AI) Stocks to Buy With $600 and Hold for Forever
3 Artificial Intelligence (AI) Stocks to Buy With $600 and Hold for Forever
Investing in companies part of the artificial intelligence (AI) megatrend such as UiPath (NYSE:PATH), Taiwan Semiconductor (NYSE:TSM), and Advanced Micro Devices (NASDAQ:AMD) can help you generate outsized gains and comfortably beat broader market returns in the upcoming decade. Let's see why.
投资于人工智能(AI)等巨头趋势公司,如UiPath(纽交所:PATH),台积电(纽交所:TSM)和美国超微公司(纳斯达克:AMD),可以帮助您获得超额收益,并在未来十年舒适地击败更广泛的市场回报。让我们看看原因。
Taiwan Semiconductor stock
台积电股票
Taiwan Semiconductor is valued at US$870 billion by market cap and is among the largest companies globally. It manufactures and sells integrated circuits and wafer semiconductor devices. Its chips, which are used in devices such as personal computers, information applications, communications system products, and automotive equipment, are manufactured for several big tech companies, including Nvidia and Apple.
台积电的市值估算为8700亿美元,是全球最大的公司之一。它制造和销售集成电路和硅片半导体器件。它的芯片被用于个人电脑、信息应用、通信系统产品和汽车设备等设备,为包括英伟达和苹果在内的多家大型科技公司制造芯片。
Semiconductor giants such as Nvidia are fabless, which means they outsource manufacturing capabilities to TSMC. In fact, TSMC is the world's largest semiconductor foundry, with a market share of over 60%. The healthy demand for Nvidia's AI chips should result in higher orders and sales for TSMC, making the latter a top AI stock to own.
英伟达等半导体巨头都是无厂商型,意味着他们将制造能力外包给台积电。事实上,台积电是全球最大的半导体代工厂,市场份额超过60%。对英伟达人工智能芯片的强劲需求将带来更多订单和销售额,使台积电成为一支值得拥有的顶级人工智能股票。
In the first quarter (Q1) of 2024, Taiwan Semiconductor grew its sales by 13% year over year. Moreover, top-line growth accelerated by 33% to US$20.8 billion in Q2, and the company expects to increase sales by 34% in the current quarter.
2024年第一季度,台积电的销售额同比增长了13%。此外,第二季度营收加速增长33%,达到了20.8亿美元,公司预计本季度销售额将增长34%。
Taiwan Semiconductor's leadership position allows it to benefit from high-profit margins and growing cash flow. It reported a free cash flow of US$9.18 billion in 2019, which rose to US$19.3 billion in the last four quarters. Priced at 25.8 times forward earnings, TSMC stock is reasonably priced and trades at an 18% discount to consensus price targets.
台积电的领先地位使其能从高利润率和增长现金流中获益。2019年,其自由现金流达到91.8亿美元,过去四个季度增长至193亿美元。按照25.8倍预期市盈率定价,台积电股票定价合理,较一致目标价折价18%。
UiPath stock
UiPath股票
While most AI stocks are hovering near all-time highs, UiPath trades 85% below record levels. However, the pullback allows you to buy the dip in a company that is part of the rapidly expanding robotic process automation market.
尽管大多数人工智能股票都接近历史最高水平,UiPath的股价低于最高水平的85%。然而,该回调使您有机会在这家快速扩张的机器人流程自动化市场公司中抄底。
According to a Grand View Research report, the RPA market is forecast to grow by almost 40% annually to US$30 billion by 2030. UiPath's growth story is far from over, given that its sales in the last 12 months have totalled US$1.35 billion.
根据Grand View Research的报告,RPA市场预计将以近40%的年增长率到2030年达到300亿美元。鉴于过去12个月的销售总额达到了13.5亿美元,UiPath的增长故事还远未结束。
Unlike several other growth stocks, UiPath is cash flow positive. Its free cash flow has risen to US$411 million in the last 12 months, up from US$152 million in fiscal 2023 (which ended in January).
与其他一些增长股不同,UiPath的现金流状况良好。过去12个月,其自由现金流已从2023财年(截至1月)的1.52亿美元上升至4.11亿美元。
Given consensus price targets, Wall Street remains bullish on PATH stock and expects it to gain over 20%.
根据共识价格目标,华尔街对PATH股票仍持看好态度,并预计其增长超过20%。
Advanced Micro Devices stock
美国超微公司股票
The final tech stock on my list is Advanced Micro Devices, another chip stock that is trailing Nvidia in the AI race. However, the stock has more than doubled since the start of 2023, valuing the company at US$251 billion by market cap.
我名单上最后一个科技股是美国超微公司,这是另一家在人工智能领域落后于英伟达的芯片股票。然而,股价自2023年初以来翻了一番以上,按市值估算公司价值为2510亿美元。
While AMD increased sales by 9% year over year in Q2 of 2024, its AI-focused data segment business experienced revenue growth of 115%, accounting for roughly 50% of the top line.
尽管AMD在2024年第二季度的销售同比增长了9%,但其以人工智能为焦点的数据领域业务的营业收入增长了115%,占大约50%的总收入。
Last week, AMD announced plans to acquire ZT Systems, which should expand its AI portfolio. AMD CEO Lisa Su emphasized that the acquisition will allow it to release graphics processing units at an accelerated pace and scale while boosting earnings growth in the future.
上周,AMD宣布计划收购Zt Systems,这将扩大其人工智能产品组合。AMD首席执行官Lisa Su强调,这项收购将使其能够以更快的速度和规模发布图形处理单元,同时在未来提高盈利增长。
Priced at 28 times forward earnings, AMD stock is not too expensive and trades at a 22% discount to consensus price targets.
按照未来收益的28倍定价,AMD股票并不算太昂贵,并以比共识价格目标低22%的折扣交易。