今年美国股市最大的赢家是人工智能和加密货币相关股票

对于普通消费者来说，人工智能对日常生活的影响仍然不确定，但它已成为企业做出投资决策的关键因素。

This year, AI and cryptocurrency-related stocks emerged as the biggest winners in the US stock market.

今年，人工智能和加密货币相关股票成为美国股市的最大赢家。

While AI's impact on everyday life remains uncertain for general consumers, it has become a crucial factor for companies when making investment decisions. Stock prices fluctuated based on AI-related business strategies.

虽然人工智能对日常生活的影响对于普通消费者来说仍然不确定，但它已成为企业做出投资决策时的关键因素。股价根据人工智能相关业务策略而波动。

Cryptocurrency also played a key role in stock price increases. The launch of a spot Bitcoin investment ETF in January boosted Bitcoin's credibility, leading to a rally in related stocks after Trump, who once called Bitcoin a 'scam', became more favorable towards it and was elected president.

加密货币在股价上涨中也发挥了关键作用。 1月份推出的现货比特币投资ETF提升了比特币的可信度，在曾称比特币为“骗局”的特朗普对比特币更加青睐并当选总统后，导致相关股票上涨。

Among companies with a market capitalization exceeding $5 billion, the top five most profitable US tech stocks this year were AppLovin, MicroStrategy, Palantir, Robinhood, and NVIDIA.

在市值超过 50 亿美元的公司中，今年最赚钱的美国科技股前五名分别是 AppLovin、MicroStrategy、Palantir、Robinhood 和 NVIDIA。

Starting the year with a market cap of around $13 billion, AppLovin's stock price surged by 758% by Tuesday's close—the biggest gain among all tech companies with a market cap over $5 billion, rendering it more valuable than Intel or Starbucks, with a market cap of over $110 billion as of Tuesday.

新年伊始，AppLovin 的市值约为 130 亿美元，截至周二收盘，其股价飙升 758%，是所有市值超过 50 亿美元的科技公司中涨幅最大的，这使其比英特尔或星巴克更有价值。截至周二，上限超过 1100 亿美元。

The company provides marketing services for app developers and produces online games like 'Woody Block Puzzle' and 'Bingo Story.' Currently, AI features integrated into online advertising are generating significant revenue.

该公司为应用程序开发商提供营销服务，并制作“Woody Block Puzzle”和“Bingo Story”等在线游戏。目前，集成到在线广告中的人工智能功能正在产生可观的收入。

Last year, the company released an updated version of the ad search engine Axon, which is known to help with more targeted advertising in game apps and is used by various studios. Third-quarter software platform revenue increased by 66% to $835 million, and quarterly net income surged by 300%, raising the company's profit margin from 12.6% a year ago to 36.3%.

去年，该公司发布了广告搜索引擎 Axon 的更新版本，众所周知，该引擎有助于在游戏应用程序中提供更有针对性的广告，并被各个工作室使用。第三季度软件平台收入增长66%，达到8.35亿美元，季度净利润飙升300%，使公司利润率从一年前的12.6%提高到36.3%。

Adam Foroughi, the company's founder and CEO, who immigrated to the US from Iran as a child, has seen his net worth surpass $10 billion, according to Forbes' billionaire rankings.

该公司创始人兼首席执行官 Adam Foroughi 小时候从伊朗移民到美国，根据福布斯亿万富翁排行榜，他的净资产已超过 100 亿美元。

MicroStrategy, a company that no longer garners interest in its core business but rather in how much Bitcoin it has purchased, saw its stock price soar by 346% last year and 467% this year. Founder Michael Saylor, who established the company as a software firm during the dot-com bubble, has emerged as a cult hero in the cryptocurrency world.

MicroStrategy 这家公司不再关注其核心业务，而是关注购买了多少比特币，其股价去年飙升了 346%，今年飙升了 467%。创始人迈克尔·塞勒 (Michael Saylor) 在互联网泡沫期间将公司创办为一家软件公司，现已成为加密货币世界中的崇拜英雄。

Since announcing its Bitcoin purchase plan in mid-2020, the company has been selling stock when prices rise and increasing debt to continue buying Bitcoin. It currently holds 444,000 Bitcoins.

自 2020 年中期宣布比特币购买计划以来，该公司一直在价格上涨时出售股票，并增加债务以继续购买比特币。目前持有 444,000 个比特币。

It is the fourth-largest holder of Bitcoin globally, following Satoshi Nakamoto, BlackRock's iShares Bitcoin Trust, and the cryptocurrency exchange Binance.

它是全球第四大比特币持有者，仅次于中本聪、贝莱德的 iShares 比特币信托和加密货币交易所币安。

The company's market cap, which was about $1.1 billion when it was a software company, has grown to $80 billion today.

该公司在还是一家软件公司时的市值约为 11 亿美元，如今已增长至 800 亿美元。

In an interview with CNBC shortly after the US presidential election, Saylor stated, "If a digital asset framework is introduced to the entire cryptocurrency market, there will be a surge across the entire industry."

美国总统大选后不久，塞勒在接受 CNBC 采访时表示，“如果将数字资产框架引入整个加密货币市场，整个行业将会出现激增。”

Palantir, which primarily sells data analysis tools to the US Department of Defense, saw its stock price soar by 380% this year, driven by AI demand.

Palantir主要向美国国防部销售数据分析工具，在人工智能需求的推动下，今年其股价飙升了380%。

During its third-quarter earnings announcement, the company raised its overall guidance, including revenue for the year. CEO Alex Karp emphasized that this strong performance is supported by unwavering AI demand from both the US government and commercial clients.

在第三季度收益公告中，该公司提高了总体指引，包括今年的收入。首席执行官 Alex Karp 强调，这种强劲的业绩得益于美国政府和商业客户坚定不移的人工智能需求。

The stock rose by 23% following the earnings report and an additional 8.6% the day after Trump's victory. Palantir's co-founder and board member Peter Thiel supported Trump in the 2016 campaign, and Karp attended meetings with Trump and tech industry leaders.

财报发布后，该股上涨了 23%，特朗普获胜后的第二天又上涨了 8.6%。 Palantir 的联合创始人兼董事会成员 Peter Thiel 在 2016 年的竞选中支持特朗普，卡普出席了与特朗普和科技行业领导人的会议。

However, Karp publicly supported Democratic candidate Kamala Harris in this year's presidential election.

然而，卡普在今年的总统选举中公开支持民主党候选人卡马拉·哈里斯。

Despite this, Wall Street continued to support Palantir after the US election, optimistic that increased defense spending would flow into the company.

尽管如此，华尔街在美国大选后继续支持 Palantir，乐观地认为增加的国防开支将流入该公司。

Analysts expect revenue to grow by about 24% next year, reaching $3.5 billion.

分析师预计明年收入将增长约 24%，达到 35 亿美元。

Robinhood, which operates an online trading platform, saw its stock price temporarily drop by 17% following a poor earnings announcement at the end of October but has tripled over the year.

Robinhood 运营着一个在线交易平台，在 10 月底公布业绩不佳后，其股价暂时下跌了 17%，但今年以来股价已上涨了两倍。

This was due to expectations of increased cryptocurrency trading. One of the company's biggest growth engines is cryptocurrency, which retail investors can easily purchase on the app like stocks.

这是由于加密货币交易增加的预期。该公司最大的增长引擎之一是加密货币，散户投资者可以像购买股票一样轻松地在该应用程序上购买加密货币。

Third-quarter cryptocurrency trading revenue surged by 165% year-over-year to $61 million, accounting for 10% of total net revenue.

第三季度加密货币交易收入同比飙升 165% 至 6100 万美元，占总净收入的 10%。

In addition to Bitcoin, investors can purchase about 20 alternative coins, including Ethereum, Dogecoin, Shiba Inu, and Bonk.

除了比特币之外，投资者还可以购买约 20 种替代币，包括以太坊、狗狗币、柴犬和 Bonk。

According to LSEG, analysts expect Robinhood to achieve revenue of $805 million in the fourth quarter, growing by over 70%. This would mark the company'

据LSEG称，分析师预计Robinhood第四季度营收将达到8.05亿美元，增长超过70%。这将标志着该公司