NVIDIA已成為最熱門的股票之一

NVIDIA已成為過去十年中市場上最熱門的股票之一，因為該公司的驚人收益超過19,700％

Investors who baublesover on April 15, 2015, to invest $5,100 in Nvidia (NASDAQ:NVDA) stock and had the patience to hold it for 10 years are now sitting on a phenomenal gain of 19,700%. To put that in perspective, the S&P 500 index has generated gains of 156% during this period.

2015年4月15日宣布的投資者將向NVIDIA（NASDAQ：NVDA）股票投資5,100美元，並有耐心將其投資10年，現在持有19,700％的驚人收益。從角度來看，標準普爾500指數在此期間產生了156％的收益。

What this means is that an investment of $5,100 made in Nvidia a decade ago is now just over a million dollars.

這意味著，十年前在NVIDIA進行的5,100美元的投資現在剛剛超過一百萬美元。

Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »

現在在哪裡投資1,000美元？我們的分析師團隊剛剛透露了他們認為現在要購買的10種最佳股票。繼續 ”

NVDA data by YCharts

YCHARTS的NVDA數據

Investors who had the foresight to put this much money into Nvidia 10 years ago and had the patience to hold the stock for such a long time are now sitting on handsome gains, becoming millionaires in the process.

10年前，有遠見卓識的投資者將這麼多錢投入了NVIDIA，並有耐心地將股票持續很長時間，現在正坐在很漂亮的收益中，在此過程中成為百萬富翁。

The good part is that Nvidia still has a lot of catalysts that could send the stock higher in the coming decade. However, Nvidia is now the world's third-largest company with a market cap of $2.74 trillion, which is why it would be absurd for investors to expect it to repeat its past decade's performance in the future.

好的是，NVIDIA仍然有很多催化劑在未來十年中可能會使該股票更高。但是，NVIDIA現在是全球第三大公司，市值為2.74萬億美元，這就是為什麼投資者期望它能在將來重複其過去十年的表現荒謬的原因。

Of course, Nvidia can still fit into a diversified portfolio. But investors looking for stocks that could deliver bigger gains and help them construct a million-dollar portfolio, in the long run, would do well to take a closer look at two other companies that are at the beginning of a massive growth journey -- Broadcom (NASDAQ:AVGO) and Palantir Technologies (NASDAQ:PLTR).

當然，Nvidia仍然可以適合多元化的投資組合。但是，尋找可以帶來更大收益並幫助他們建立百萬美元投資組合的投資者，從長遠來看，可以仔細研究其他兩家正處於巨大增長之旅開始的公司-Broadcom（Nasdaq：avgo）和Palantir Technologies（NASDAQ：PLTR）。

Let's look at the reasons why these growth stocks could be worth buying as part of a million-dollar portfolio.

讓我們看一下這些增長股票值得購買的原因，這是一百萬美元投資組合的一部分。

1. Broadcom

1。 Broadcom

Nvidia is the dominant player in data center graphics processing units (GPUs), a market that has displayed stunning growth as these chips are capable of carrying out multiple calculations simultaneously because of their parallel computing ability. That's why major cloud computing giants flocked to Nvidia to buy its GPUs in a bid to quickly train and deploy artificial intelligence (AI) models.

NVIDIA是數據中心圖形處理單元（GPU）的主要參與者，該市場表現出驚人的增長，因為這些芯片能夠由於其並行計算能力而能夠同時進行多次計算。這就是為什麼主要的雲計算巨頭湧向Nvidia，以快速訓練和部署人工智能（AI）模型來購買其GPU。

However, the application-specific integrated circuits (ASICs) designed by Broadcom (NASDAQ:AVGO) are also gaining terrific traction among AI companies. ASICs are custom processors designed to perform specific tasks, which is why they can carry out those tasks at a greater speed with lower power consumption. As a result, major cloud computing and AI companies such as Microsoft, Alphabet, OpenAI, and Meta Platforms have been developing custom AI processors for their AI data centers.

但是，由Broadcom（NASDAQ：AVGO）設計的特定應用集成電路（ASIC）也在AI公司中獲得了極大的吸引力。 ASIC是旨在執行特定任務的自定義處理器，這就是為什麼他們可以以較低的功耗以更高的速度執行這些任務的原因。結果，主要的雲計算和Microsoft，Alphabet，OpenAI和Meta平台等大型AI公司一直為其AI數據中心開發自定義AI處理器。

This strong customer lineup has led to outstanding growth in demand for Broadcom's AI chips. The company's AI chip revenue shot up an impressive 220% in the previous fiscal year (which ended on Nov 3, 2024) to $12.2 billion. More importantly, Broadcom sees a serviceable addressable market (SAM) of $60 billion to $90 billion in the next three years based on the three cloud customers that have already deployed its chips.

這種強大的客戶陣容已導致對Broadcom AI芯片的需求增長。該公司的AI芯片收入在上一財政年度（截至2024年11月3日）上升了220％，至122億美元。更重要的是，Broadcom認為，根據已經部署芯片的三個雲客戶，在未來三年內，可提供可用的可尋址市場（SAM）為600億至900億美元。

That number is likely to get much bigger, considering that it is developing custom AI chips for an additional four customers. As a result, Broadcom's AI revenue could multiply significantly in the coming years from last year's levels. A key reason why that is likely to happen is the company's dominant position in ASICs, with its market share estimated to be between 55% and 60%, as per JPMorgan.

考慮到它正在為另外四個客戶開發自定義AI芯片，這個數字可能會變得更大。結果，在未來幾年中，Broadcom的AI收入可以顯著繁殖。可能發生這種情況的關鍵原因是該公司在ASIC中的主要地位，其市場份額估計在55％至60％之間，根據摩根大通。

If Broadcom manages to maintain its control over half of the custom AI chip market after three years and the addressable market nears the higher end of its estimated range based on the three customers it currently has, its AI chip revenue could almost quadruple. This explains why analysts are upbeat about the company's potential growth going forward.

如果Broadcom在三年後設法維持自定義AI芯片市場的一半以上，並且根據目前擁有的三個客戶的估計範圍，可尋址的市場接近估計範圍的高端，其AI芯片收入幾乎可能倍增。這就解釋了為什麼分析師對公司未來的潛在增長感到樂觀。

AVGO Revenue Estimates for Current Fiscal Year

當前財政年度的AVGO收入估算

Even better, Broadcom has a price/earnings-to-growth ratio (PEG ratio) of just 0.47 based on its projected earnings growth for the next five years, according to Yahoo! Finance. A PEG ratio of less than 1 means that a stock is undervalued after taking into account its long-term earnings growth potential. All this makes Broadcom an ideal fit for investors seeking the next big AI growth stock that could deliver robust gains in the long run.

根據Yahoo!的數據，更好的是，Broadcom的價格/收入增長率（PEG比率）基於未來五年的預計收益增長，僅為0.47。金融。 PEG比率小於1意味著股票在考慮其長期收益增長潛力後被低估了。所有這些使Broadcom成為尋求下一個大型AI增長股票的投資者的理想選擇，從長遠來看，可以帶來強勁的收益。

2. Palantir Technologies

2。 PalantirTechnologies

Palantir Technologies (NYSE:PLTR) stock has shot up an impressive 349% in the past year despite witnessing a sharp pullback of late amid the tariff-related turmoil. This outstanding rally in Palantir's stock is because of the rapidly growing demand for the company's AI software platform, which allows governments and businesses to integrate generative AI tools into their operations.

儘管在與關稅相關的動盪中，但在過去的一年中，Palantir Technologies（NYSE：PLTR）的股票在過去一年中的股價急劇下降了349％。這次在Palantir的股票中進行了傑出的集會，這是因為對公司AI軟件平台的需求迅速增長，該平台使政府和企業能夠將生成的AI工具集成到其運營中。

For instance, the North Atlantic Treaty Organization (NATO) has

例如，北大西洋條約組織（北約）