隨著投資者在不確定的市場中尋求穩定，人工智慧股票飆升

在美國人工智慧成長股的飆升趨勢中，韓國機構投資者 Seo-hak-ants 面臨這些股票估值過高的擔憂。然而，人們對市盈率（PER）較低和市盈率（EPS）成長率較高的股票越來越感興趣，以抵禦潛在的價格調整。 Alphabet（Google）、博通和波克夏海瑟威是首選，它們提供了成長、股息和經濟穩定性的平衡。

Artificial Intelligence Stocks Surge Amidst Market Turbulence: Investors Seek Stability Amidst Volatility

人工智慧股在市場動盪中飆升：投資者在波動中尋求穩定

As geopolitical tensions escalate and economic headwinds intensify, investors are flocking to growth stocks, particularly those related to artificial intelligence (AI). This trend is fueled by the belief that AI will revolutionize industries and drive long-term value creation.

隨著地緣政治緊張局勢升級和經濟逆風加劇，投資人紛紛湧向成長型股票，尤其是與人工智慧（AI）相關的股票。這一趨勢的推動者是人們相信人工智慧將徹底改變產業並推動長期價值創造。

AI Stocks: The New Market Darlings

人工智慧股票：新的市場寵兒

Driven by the insatiable demand for AI solutions, companies like Tesla, Nvidia, and Microsoft (MS) have witnessed a meteoric rise in their stock prices. Investors, eager to capitalize on the transformative potential of AI, are piling into these stocks, sending their valuations soaring.

在對人工智慧解決方案永不滿足的需求的推動下，特斯拉、英偉達和微軟等公司的股價迅速上漲。渴望利用人工智慧變革潛力的投資者紛紛湧入這些股票，導致它們的估值飆升。

However, this recent surge in AI-related stocks has raised concerns among some analysts. They caution that excessive optimism can lead to market bubbles, where valuations become detached from underlying fundamentals. As a result, investors are increasingly seeking alternative investments that offer a balance between growth potential and downside protection.

然而，最近人工智慧相關股票的飆升引起了一些分析師的擔憂。他們警告說，過度樂觀可能會導致市場泡沫，導致估值脫離基本面。因此，投資者越來越多地尋求在成長潛力和下行保護之間取得平衡的另類投資。

Enter Google, Broadcom, and Berkshire Hathaway: The Stability Pillars

Google、博通和伯克希爾哈撒韋登場：穩定支柱

Amidst the AI frenzy, three companies have emerged as beacons of stability: Google, Broadcom, and Berkshire Hathaway. These companies offer a compelling combination of growth potential, financial strength, and defensive characteristics that can help investors navigate the current market volatility.

在人工智慧熱潮中，三家公司成為穩定的燈塔：Google、博通和波克夏海瑟威。這些公司提供了令人信服的成長潛力、財務實力和防禦特徵的組合，可以幫助投資者應對當前的市場波動。

Google: The AI Pioneer

Google：人工智慧先驅

Google, the world's leading search engine, is at the forefront of AI innovation. The company is investing heavily in the development of its AI assistant, Gemini, which has the potential to transform its core search business into a lucrative subscription service.

谷歌是全球領先的搜尋引擎，處於人工智慧創新的前沿。該公司正在大力投資人工智慧助理 Gemini 的開發，該助理有潛力將其核心搜尋業務轉變為利潤豐厚的訂閱服務。

In addition to its core search business, Google is also a major player in the cloud computing market, a sector poised for significant growth in the coming years. The company's cloud offerings provide a robust platform for businesses to host their data, develop applications, and leverage AI tools.

除了核心搜尋業務外，Google還是雲端運算市場的主要參與者，該領域預計在未來幾年將大幅成長。該公司的雲端產品為企業提供了一個強大的平台來託管資料、開發應用程式和利用人工智慧工具。

Broadcom: The AI Beneficiary

博通：人工智慧的受益者

Broadcom, a semiconductor company, is another beneficiary of the AI boom. The company's products are essential components in devices ranging from smartphones to servers, and the growing demand for AI applications is driving increased demand for Broadcom's chips.

半導體公司博通是人工智慧熱潮的另一個受益者。該公司的產品是從智慧型手機到伺服器等設備的重要組成部分，對人工智慧應用不斷增長的需求正在推動對博通晶片的需求增加。

Broadcom is also a dividend growth stock, having tripled its dividend over the past six years. This combination of growth potential and dividend income makes Broadcom an attractive option for investors seeking diversification and stability.

博通也是一檔股息成長股票，過去六年股息增加了兩倍。成長潛力和股息收入的結合使博通成為尋求多元化和穩定性的投資者的有吸引力的選擇。

Berkshire Hathaway: The Economic Defense

波克夏海瑟威公司：經濟防禦

Warren Buffett's Berkshire Hathaway is a conglomerate with a diverse portfolio of businesses across various industries. The company's long-term investment horizon and focus on value investing make it a defensive stock in turbulent markets.

華倫巴菲特的波克夏海瑟威公司是一家擁有跨產業多元化業務組合的企業集團。該公司的長期投資視野和對價值投資的關注使其成為動盪市場中的防禦性股票。

Berkshire's insurance subsidiaries provide a steady stream of cash flow, while its investments in companies like Apple and Coca-Cola offer exposure to long-term growth trends. The company's unique structure and management style have consistently delivered superior returns, making it a favorite among investors seeking economic defense.

波克夏的保險子公司提供穩定的現金流，而其對蘋果和可口可樂等公司的投資則提供了長期成長趨勢的機會。該公司獨特的結構和管理風格始終如一地帶來卓越的回報，使其成為尋求經濟防禦的投資者的最愛。

Seeking Balance in an Uncertain Market

在不確定的市場中尋求平衡

As the market grapples with uncertainty, investors are wisely looking beyond the hype surrounding AI stocks and considering the merits of companies with a proven track record, sustainable growth prospects, and defensive characteristics. Google, Broadcom, and Berkshire Hathaway offer a compelling combination of these attributes, providing investors with the stability and potential upside they seek amidst the current market turbulence.

隨著市場努力應對不確定性，投資者明智地超越了圍繞人工智慧股票的炒作，並考慮了擁有良好業績記錄、可持續成長前景和防禦特徵的公司的優點。 Google、博通和波克夏海瑟威將這些屬性完美地結合在一起，為投資者在當前的市場動盪中提供了他們所尋求的穩定性和潛在的上漲空間。

By diversifying their portfolios with a mix of AI growth stocks and defensive stalwarts, investors can position themselves to weather the storms and emerge stronger on the other side.

透過將人工智慧成長型股票和防禦型股票結合，實現投資組合多元化，投資者可以做好準備，渡過難關，並在另一方面變得更加強大。