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现在,市场不知道该如何制作NVIDIA(NASDAQ:NVDA)股票。今年迄今为止,其股票下跌了30%,分析师正在修改其增长预测
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.
市场不确定NVIDIA(NASDAQ:NVDA)的股票如何赚钱。今年迄今为止,其股票下跌了30%,分析师正在修剪其对芯片制造商的增长预测作为其估值幻灯片。图形处理单元(GPU)领导者现在的交易价格仅为18.4倍,这是自2023年初以来最便宜的倍数。
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股票可以说是在市场2025年初更正之后的出色购买。但是,如果您想加载讨价还价的人工智能(AI)股票,请不要忽略下面的两家鲜为人知的公司。每种都提供了一种投资AI领域的独特方式,并且两者都比NVIDIA具有更大的增长潜力。
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.
如果您希望通过投资AI股票来扩大投资组合中的上升潜力,请考虑使用Tiny Soundhound AI(NASDAQ:SOUN)。有一些重要的风险需要注意,但是公司的增长潜力迅速变得明显。
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的市值仅为33亿美元,是大量暴露于AI革命的最小的上市公司之一。它专门研究与可听见的语音有关的AI应用程序,例如自动化驱动器窗口和接听客户支持电话的AI代理。这一细分市场应该会迅速增长:市场研究公司SNS Insider的最新报告表明,AI语音发电机市场(2023年价值仅为32亿美元)将于2032年发展成为400亿美元的市场。
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的收入在上个季度创下了新的记录,同比增长了101%,至3450万美元。该股票的交易价格为32.5倍,表明该市场已经定价为许多预期的增长。但是,市场可能仍然低估了Soundhound的长期增长潜力。 AI革命才刚刚开始,其真正的潜在可能远远超出了我们当今大多数人的想象。
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的一部分是由于目前的小尺寸,具有很大的上升潜力。但这也可能限制了其大量的研发预算与大型技术巨头竞争的能力 - 其中许多人在语音AI应用程序上进行了大量投资。鉴于在这个利基市场中正在发展的竞争水平,Soundhound AI面临很大的风险,而且其估值(尽管它比1月初的高峰都显着下降)并不便宜。但是,当涉及公开交易具有巨大上升潜力的AI公司时,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.
寻找风险较小但潜力较大的股票吗?查看Palantir Technologies(NASDAQ:PLTR)。尽管这不是纯种人工智能业务,但Palantir的未来将主要由其对AI的投资驱动。 Palantir的市值约为2100亿美元,比SoundHound大得多,但其大小不足NVIDIA的十分之一,其市值为2.4万亿美元。
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.
就在本周,Palantir Stock宣传了北约将正式采用其AI驱动的军事系统的消息。这是对其产品的巨大信任投票,这表明该公司将在全球军事系统和战略的现代化中发挥领导作用。
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,对于可能的新投资者来说,Palantir股票的昂贵,交易价格为80.5倍。即使在2025年和2026年的销售增长预计每年约30%左右,这也是一个高级的溢价。相比之下,NVIDIA的交易价格仅为销售量的18.8倍,其收入增长率预计几乎是今年Palantir的两倍。从利润的角度来看,NVIDIA看起来更具吸引力:其股票交易仅为33.7倍,收入的22.4倍 - 高于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都具有令人兴奋的潜力,但是从估值的角度来看,很难使任何一个长期投资都比Nvidia更具吸引力。在每个方面开设小位置可能是使您的投资组合多样化并扩大AI曝光的好方法,但这没有理由离开NVIDIA。它相对便宜的估值和AI GPU在市场上的主导地位继续使其成为任何AI行业投资者的明智核心持有。
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