5 只纳斯达克股票有望在 2025 年跑赢大盘

纳斯达克综合指数 (^IXIC) 在 2024 年表现出色，上涨 28.6%，超过标准普尔 500 指数 (^GSPC)，后者上涨 23.3%。

The Nasdaq Composite (^IXIC) soared to new heights in 2024, outpacing the S&P 500 (^GSPC) with a gain of 28.6% compared to the S&P's 23.3%. As we look ahead to 2025, the index is poised for further strong performance, driven by a few standout stocks within the Nasdaq Composite that are expected to outpace the broader market.

纳斯达克综合指数 (^IXIC) 在 2024 年飙升至新高，涨幅超过标准普尔 500 指数 (^GSPC)，涨幅为 28.6%，而标准普尔指数的涨幅为 23.3%。展望 2025 年，在纳斯达克综合指数中几只表现出色的股票的推动下，该指数有望表现进一步强劲，预计将超越大盘。

Among the top stock picks for 2025 are Meta Platforms (META), Alphabet (GOOG, GOOGL), ASML (ASML), PayPal (PYPL), and MercadoLibre (MELI). Here's a closer look at why these five stocks could deliver exceptional returns in the upcoming year.

2025 年首选股票包括 Meta Platforms (META)、Alphabet (GOOG、GOOGL)、ASML (ASML)、PayPal (PYPL) 和 MercadoLibre (MELI)。下面详细介绍了为什么这五只股票可以在来年带来非凡的回报。

AI Leaders: Meta, Alphabet, ASML

人工智能领导者：Meta、Alphabet、ASML

Artificial intelligence (AI) emerged as a key investment theme in 2023 and 2024, and this trend is expected to continue in 2025. Three stocks that are at the forefront of AI innovation and are poised for outperformance include Meta, Alphabet, and ASML, each excelling in unique ways.

人工智能 (AI) 成为 2023 年和 2024 年的关键投资主题，预计这一趋势将在 2025 年持续下去。处于人工智能创新前沿且有望表现出色的三只股票包括 Meta、Alphabet 和 ASML，每只股票以独特的方式表现出色。

Meta and Alphabet: AI-Driven Advertising Giants

元和字母表：人工智能驱动的广告巨头

Meta (parent of Facebook) and Alphabet (parent of Google) are both well-known in the digital advertising space, and their success is closely tied to advancements in AI. Both companies heavily integrate AI to optimize ad targeting, a critical component of their revenue streams.

Meta（Facebook 的母公司）和 Alphabet（Google 的母公司）在数字广告领域都很知名，它们的成功与人工智能的进步密切相关。两家公司都大力整合人工智能来优化广告定位，这是其收入流的关键组成部分。

ASML: The Hardware Behind AI

ASML：人工智能背后的硬件

ASML is a unique stock in the AI ecosystem, as the company produces extreme ultraviolet (EUV) lithography machines, which are essential for microchip manufacturing. ASML has a monopoly on this technology, making it a critical player in the global semiconductor supply chain.

ASML 是人工智能生态系统中的独特股票，因为该公司生产极紫外 (EUV) 光刻机，这对于微芯片制造至关重要。 ASML对该技术拥有垄断地位，使其成为全球半导体供应链中的关键参与者。

Value Opportunities: PayPal, MercadoLibre

价值机会：PayPal、MercadoLibre

While Meta, Alphabet, and ASML are geared towards growth-oriented investors, PayPal and MercadoLibre both present exceptional value opportunities in 2025.

Meta、Alphabet 和 ASML 面向成长型投资者，而 PayPal 和 MercadoLibre 都在 2025 年提供了非凡的价值机会。

PayPal: A Turnaround Story Unfolding

PayPal：扭亏为盈的故事正在展开

Under CEO Alex Chriss, who took the helm in September 2023, PayPal has shown strong progress. The company's free cash flow has surged, enabling aggressive share buybacks—reducing its share count by 7% in a short period.

在 2023 年 9 月上任的首席执行官亚历克斯·克里斯 (Alex Chriss) 的领导下，PayPal 取得了强劲的进步。该公司的自由现金流激增，从而实现了积极的股票回购——短期内将其股票数量减少了 7%。

MercadoLibre: Latin America's E-Commerce Leader

MercadoLibre：拉丁美洲电子商务领导者

MercadoLibre is the e-commerce giant of Latin America, combining retail dominance with a fintech division that closely resembles PayPal. While recent struggles in its credit card division led to a temporary profit dip, analysts anticipate a sharp recovery.

MercadoLibre 是拉丁美洲的电子商务巨头，将零售主导地位与与 PayPal 非常相似的金融科技部门结合起来。尽管信用卡部门近期的困境导致利润暂时下滑，但分析师预计该部门将大幅复苏。

Our Top Picks for Outperformance

我们的最佳表现精选

The Nasdaq Composite is likely to extend its strong performance into 2025, but these five stocks—Meta, Alphabet, ASML, PayPal, and MercadoLibre—offer opportunities to outpace the broader market. From AI innovation to value-driven recovery stories, each of these companies is well-positioned to deliver robust returns in the upcoming year.

纳斯达克综合指数可能会将其强劲表现延续到 2025 年，但这五只股票——Meta、Alphabet、ASML、PayPal 和 MercadoLibre——提供了跑赢大盘的机会。从人工智能创新到价值驱动的复苏故事，这些公司都处于有利地位，可以在来年实现强劲的回报。