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現在,市場不知道該如何製作NVIDIA(NASDAQ:NVDA)股票。今年迄今為止,其股票下跌了30%,分析師正在修改其增長預測
The market isn't sure what to make of Nvidia (NASDAQ:NVDA) stock. Its shares are down 30% so far this year, and analysts are trimming their growth forecasts for the chipmaker as its valuation slides. The graphics processing unit (GPU) leader now trades at just 18.4 times sales -- its cheapest multiple since early 2023.
市場不確定NVIDIA(NASDAQ:NVDA)的股票如何賺錢。今年迄今為止,其股票下跌了30%,分析師正在修剪其對芯片製造商的增長預測作為其估值幻燈片。圖形處理單元(GPU)領導者現在的交易價格僅為18.4倍,這是自2023年初以來最便宜的倍數。
Nvidia stock is arguably a great buy following the market's early 2025 correction. But if you're looking to load up on bargain artificial intelligence (AI) stocks, don't overlook the two lesser-known companies below. Each provides a unique way to invest in the AI space, and both have more growth potential than Nvidia.
NVIDIA股票可以說是在市場2025年初更正之後的出色購買。但是,如果您想加載討價還價的人工智能(AI)股票,請不要忽略下面的兩家鮮為人知的公司。每種都提供了一種投資AI領域的獨特方式,並且兩者都比NVIDIA具有更大的增長潛力。
If you're looking to amplify the upside potential in your portfolio by investing in AI stocks, consider Tiny SoundHound AI (NASDAQ:SOUN). There are some crucial risks to be aware of, but the company's growth potential is quickly becoming apparent.
如果您希望通過投資AI股票來擴大投資組合中的上升潛力,請考慮使用Tiny Soundhound AI(NASDAQ:SOUN)。有一些重要的風險需要注意,但是公司的增長潛力迅速變得明顯。
With a market cap of only $3.3 billion, SoundHound is one of the smallest public companies that's heavily exposed to the AI revolution. It specializes in AI applications related to audible speech, such as automated drive-through windows and AI agents answering customer support phone calls. This segment should experience rapid growth: A recent report from market research company SNS Insider forecasts that the AI voice generator market -- valued at just $3.2 billion in 2023 -- will grow into a $40 billion market by 2032.
SoundHound的市值僅為33億美元,是大量暴露於AI革命的最小的上市公司之一。它專門研究與可聽見的語音有關的AI應用程序,例如自動化驅動器窗口和接聽客戶支持電話的AI代理。這一細分市場應該會迅速增長:市場研究公司SNS Insider的最新報告表明,AI語音發電機市場(2023年價值僅為32億美元)將於2032年發展成為400億美元的市場。
SoundHound's revenue hit a new record last quarter, rising 101% year over year to $34.5 million. The stock trades at 32.5 times sales, showing that the market has already priced in a lot of anticipated growth. But it's possible that the market still underestimates SoundHound's long-term growth potential. The AI revolution is just getting started, and its true potential likely far exceeds what most of us can imagine today.
Soundhound的收入在上個季度創下了新的記錄,同比增長了101%,至3450萬美元。該股票的交易價格為32.5倍,表明該市場已經定價為許多預期的增長。但是,市場可能仍然低估了Soundhound的長期增長潛力。 AI革命才剛剛開始,其真正的潛在可能遠遠超出了我們當今大多數人的想像。
Due in part to its current small size, SoundHound has plenty of upside potential. But that may also limit its ability to compete against the giants of big tech with their massive research and development budgets -- many of them are investing heavily in voice AI applications. Given the level of competition that is developing in this niche, SoundHound AI faces a lot of risk, and its valuation -- though it's down markedly from the peak it surged to in early January -- isn't obviously cheap. But when it comes to publicly traded AI companies with massive upside potential, SoundHound tops the list.
SoundHound的一部分是由於目前的小尺寸,具有很大的上升潛力。但這也可能限制了其大量的研發預算與大型技術巨頭競爭的能力 - 其中許多人在語音AI應用程序上進行了大量投資。鑑於在這個利基市場中正在發展的競爭水平,Soundhound AI面臨很大的風險,而且其估值(儘管它比1月初的高峰都顯著下降)並不便宜。但是,當涉及公開交易具有巨大上升潛力的AI公司時,SoundHound列入了榜首。
Looking for a stock with a little less risk but plenty of upside potential? Check out Palantir Technologies (NASDAQ:PLTR). While it's not a pure-play AI business, Palantir's future will largely be driven by its investments in AI. With a market cap of roughly $210 billion, Palantir is significantly larger than SoundHound, but it's still less than a tenth the size of Nvidia with its $2.4 trillion market cap.
尋找風險較小但潛力較大的股票嗎?查看Palantir Technologies(NASDAQ:PLTR)。儘管這不是純種人工智能業務,但Palantir的未來將主要由其對AI的投資驅動。 Palantir的市值約為2100億美元,比SoundHound大得多,但其大小不足NVIDIA的十分之一,其市值為2.4萬億美元。
Just this week, Palantir stock jumped on the news that NATO would be officially adopting its AI-driven military system. This is a giant vote of confidence for its offerings, and a sign that the company will have a leading role in the modernization of military systems and strategies around the globe.
就在本週,Palantir Stock宣傳了北約將正式採用其AI驅動的軍事系統的消息。這是對其產品的巨大信任投票,這表明該公司將在全球軍事系統和戰略的現代化中發揮領導作用。
Unfortunately for would-be new investors, Palantir stock is outrageously expensive, trading at 80.5 times sales. Even with sales growth expected to be around 30% annually in both 2025 and 2026, that's a steep premium. Nvidia, by comparison, trades at just 18.8 times sales, and its revenue growth rate is expected to be nearly twice as fast as Palantir's this year. From a profit standpoint, Nvidia looks even more attractive: Its shares trade at just 33.7 times trailing earnings and 22.4 times forward earnings -- significantly lower than Palantir's valuations.
不幸的是,對於可能的新投資者來說,Palantir股票的昂貴,交易價格為80.5倍。即使在2025年和2026年的銷售增長預計每年約30%左右,這也是一個高級的溢價。相比之下,NVIDIA的交易價格僅為銷售量的18.8倍,其收入增長率預計幾乎是今年Palantir的兩倍。從利潤的角度來看,NVIDIA看起來更具吸引力:其股票交易僅為33.7倍,收入的22.4倍 - 高於Palantir的估值。
Both SoundHound and Palantir have exciting potential, but from a valuation standpoint, it's hard to make the case that either is more attractive as a long-term investment than Nvidia right now. Opening small positions in each could be a great way to diversify your portfolio and expand your AI exposure, but that's no reason to pull away from Nvidia. Its relatively cheap valuation and dominant position in the market for AI GPUs continue to make it a wise core holding for any AI sector investor.
Soundhound和Palantir都具有令人興奮的潛力,但是從估值的角度來看,很難使任何一個長期投資都比Nvidia更具吸引力。在每個方面開設小位置可能是使您的投資組合多樣化並擴大AI曝光的好方法,但這沒有理由離開NVIDIA。它相對便宜的估值和AI GPU在市場上的主導地位繼續使其成為任何AI行業投資者的明智核心持有。
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