NVIDIA已成为最热门的股票之一

NVIDIA已成为过去十年中市场上最热门的股票之一，因为该公司的惊人收益超过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日宣布的投资者将向NVIDIA（NASDAQ：NVDA）股票投资5,100美元，并有耐心将其投资10年，现在持有19,700％的惊人收益。从角度来看，标准普尔500指数在此期间产生了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.

这意味着，十年前在NVIDIA进行的5,100美元的投资现在刚刚超过一百万美元。

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 »

现在在哪里投资1,000美元？我们的分析师团队刚刚透露了他们认为现在要购买的10种最佳股票。继续 ”

NVDA data by YCharts

YCHARTS的NVDA数据

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，有远见卓识的投资者将这么多钱投入了NVIDIA，并有耐心地将股票持续很长时间，现在正坐在很漂亮的收益中，在此过程中成为百万富翁。

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仍然有很多催化剂在未来十年中可能会使该股票更高。但是，NVIDIA现在是全球第三大公司，市值为2.74万亿美元，这就是为什么投资者期望它能在将来重复其过去十年的表现荒谬的原因。

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).

当然，Nvidia仍然可以适合多元化的投资组合。但是，寻找可以带来更大收益并帮助他们建立百万美元投资组合的投资者，从长远来看，可以仔细研究其他两家正处于巨大增长之旅开始的公司-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.

让我们看一下这些增长股票值得购买的原因，这是一百万美元投资组合的一部分。

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是数据中心图形处理单元（GPU）的主要参与者，该市场表现出惊人的增长，因为这些芯片能够由于其并行计算能力而能够同时进行多次计算。这就是为什么主要的云计算巨头涌向Nvidia，以快速训练和部署人工智能（AI）模型来购买其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）设计的特定应用集成电路（ASIC）也在AI公司中获得了极大的吸引力。 ASIC是旨在执行特定任务的自定义处理器，这就是为什么他们可以以较低的功耗以更高的速度执行这些任务的原因。结果，主要的云计算和AI公司（例如Microsoft，Alphabet，OpenAI和Meta平台）一直为其AI数据中心开发自定义AI处理器。

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.

这种强大的客户阵容已导致对Broadcom AI芯片的需求增长。该公司的AI芯片收入在上一财政年度（截至2024年11月3日）上升了220％，至122亿美元。更重要的是，Broadcom认为，根据已经部署芯片的三个云客户，在未来三年内，可提供可用的可寻址市场（SAM）为600亿至900亿美元。

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.

考虑到它正在为另外四个客户开发自定义AI芯片，这个数字可能会变得更大。结果，在未来几年中，Broadcom的AI收入可以显着繁殖。可能发生这种情况的关键原因是该公司在ASIC中的主要地位，其市场份额估计在55％至60％之间，根据摩根大通。

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在三年后设法维持自定义AI芯片市场的一半以上，并且根据目前拥有的三个客户的估计范围，可寻址的市场接近估计范围的高端，其AI芯片收入几乎可能倍增。这就解释了为什么分析师对公司未来的潜在增长感到乐观。

AVGO Revenue Estimates for Current Fiscal Year

当前财政年度的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.

根据Yahoo!的数据，更好的是，Broadcom的价格/收入增长率（PEG比率）基于未来五年的预计收益增长，仅为0.47。金融。 PEG比率小于1意味着股票在考虑其长期收益增长潜力后被低估了。所有这些使Broadcom成为寻求下一个大型AI增长股票的投资者的理想选择，从长远来看，可以带来强劲的收益。

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.

尽管在与关税相关的动荡中，但在过去的一年中，Palantir Technologies（NYSE：PLTR）的股票在过去一年中的股价急剧下降了349％。这次在Palantir的股票中进行了杰出的集会，这是因为对公司AI软件平台的需求迅速增长，该平台使政府和企业能够将生成的AI工具集成到其运营中。

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

例如，北大西洋条约组织（北约）