随着投资者在不确定的市场中寻求稳定，人工智能股票飙升

在美国人工智能成长股的飙升趋势中，韩国机构投资者 Seo-hak-ants 面临着这些股票估值过高的担忧。然而，人们对市盈率（PER）较低和市盈率（EPS）增长率较高的股票越来越感兴趣，以抵御潜在的价格调整。 Alphabet（谷歌）、博通和伯克希尔哈撒韦是首选，它们提供了增长、股息和经济稳定性的平衡。

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

人工智能股在市场动荡中飙升：投资者在波动中寻求稳定

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.

随着地缘政治紧张局势升级和经济逆风加剧，投资者纷纷涌向成长型股票，尤其是与人工智能（AI）相关的股票。这一趋势的推动者是人们相信人工智能将彻底改变行业并推动长期价值创造。

AI Stocks: The New Market Darlings

人工智能股票：新的市场宠儿

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.

在对人工智能解决方案永不满足的需求的推动下，特斯拉、英伟达和微软等公司的股价迅速上涨。渴望利用人工智能变革潜力的投资者纷纷涌入这些股票，导致它们的估值飙升。

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，最近人工智能相关股票的飙升引起了一些分析师的担忧。他们警告说，过度乐观可能会导致市场泡沫，导致估值脱离基本面。因此，投资者越来越多地寻求在增长潜力和下行保护之间取得平衡的另类投资。

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

谷歌、博通和伯克希尔哈撒韦登场：稳定支柱

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.

在人工智能热潮中，三家公司成为稳定的灯塔：谷歌、博通和伯克希尔哈撒韦。这些公司提供了令人信服的增长潜力、财务实力和防御特征的组合，可以帮助投资者应对当前的市场波动。

Google: The AI Pioneer

谷歌：人工智能先驱

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.

谷歌是全球领先的搜索引擎，处于人工智能创新的前沿。该公司正在大力投资人工智能助手 Gemini 的开发，该助手有潜力将其核心搜索业务转变为利润丰厚的订阅服务。

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.

除了核心搜索业务外，谷歌还是云计算市场的主要参与者，该领域有望在未来几年大幅增长。该公司的云产品为企业提供了一个强大的平台来托管数据、开发应用程序和利用人工智能工具。

Broadcom: The AI Beneficiary

博通：人工智能的受益者

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.

半导体公司博通是人工智能热潮的另一个受益者。该公司的产品是从智能手机到服务器等设备的重要组成部分，对人工智能应用不断增长的需求正在推动对博通芯片的需求增加。

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.

博通也是一只股息增长股票，过去六年股息增加了两倍。增长潜力和股息收入的结合使博通成为寻求多元化和稳定性的投资者的有吸引力的选择。

Berkshire Hathaway: The Economic Defense

伯克希尔哈撒韦公司：经济防御

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.

沃伦·巴菲特的伯克希尔·哈撒韦公司是一家拥有跨行业多元化业务组合的企业集团。该公司的长期投资视野和对价值投资的关注使其成为动荡市场中的防御性股票。

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.

伯克希尔的保险子公司提供稳定的现金流，而其对苹果和可口可乐等公司的投资则提供了长期增长趋势的机会。该公司独特的结构和管理风格始终如一地带来卓越的回报，使其成为寻求经济防御的投资者的最爱。

Seeking Balance in an Uncertain Market

在不确定的市场中寻求平衡

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.

随着市场努力应对不确定性，投资者明智地超越了围绕人工智能股票的炒作，并考虑了拥有良好业绩记录、可持续增长前景和防御特征的公司的优点。谷歌、博通和伯克希尔哈撒韦公司将这些属性完美地结合在一起，为投资者在当前的市场动荡中提供了他们所寻求的稳定性和潜在的上涨空间。

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.

通过将人工智能成长型股票和防御型股票相结合，实现投资组合多元化，投资者可以做好准备，渡过难关，并在另一方面变得更加强大。