人工智能投资领域 - 人工智能正在迅速改变世界 成为必须投资的领域[1] - 列举了10只值得投资的AI股票[1] 英伟达(Nvidia) - 图形处理器(GPU)成为AI基础设施支柱 凭借CUDA软件平台构建竞争壁垒[2] - 第一季度在GPU市场占据92%份额[2] - 随着AI基础设施扩张 公司将持续受益[2] 超微半导体(AMD) - 在GPU领域落后于英伟达 但在数据中心CPU市场处于领先地位[4] - 在AI推理领域占据细分市场 该领域技术要求低于模型训练且更注重成本[4] - 预计推理市场规模将远超训练市场 公司面临重大机遇[4] 博通(Broadcom) - 网络产品组合增长强劲 受益于AI集群规模扩大对高吞吐量互联的需求[5] - 定制AI芯片业务潜力巨大 已帮助Alphabet开发TPU芯片[5][6] - 预计2027财年三个主要客户可服务市场规模达600-900亿美元[6] 台积电(TSMC) - 为AI芯片设计公司提供制造服务 无论哪家芯片公司胜出都能受益[7] - 在晶圆代工领域具有规模和技术优势 成为半导体供应链关键环节[7] - 制造能力持续扩张 定价能力强 将受益于AI芯片需求增长[7] ASML - 生产用于先进芯片制造的极紫外光刻(EUV)设备 在该领域近乎垄断[8] - 推出新一代高数值孔径EUV技术 可实现更高密度芯片[8] - 尽管新设备单价高达4亿美元 但晶圆厂仍需采购以保持技术领先[8] 亚马逊(Amazon) - AWS是全球最大云计算公司 盈利能力最强且增长最快[9] - 正大力投资数据中心基础设施以满足AI需求[9] - 在电商业务中广泛应用AI提升效率降低成本[9] Alphabet - 云计算业务与亚马逊类似 正受益于相同趋势[10] - Google云业务达到盈利拐点 利润开始大幅增长[10] - 强大的分发渠道和广告网络构成竞争优势[10] Meta Platforms - 推出Llama大语言模型 处于AI前沿[11] - 利用AI提升社交媒体用户参与度和广告精准度[11] - 开始在WhatsApp投放广告 并开发新社交平台Threads[11] Palantir - 采取独特方式 致力于成为AI技术的协调层或操作系统[12][13] - 通过整合多源数据构建本体论 帮助客户解决复杂现实问题[13] - 平台可应用于多个行业 市场机会广阔[13] Salesforce - 从SaaS模式转向代理型AI领域 目标是创建数字劳动力[14] - 通过整合Agentforce平台、数据云解决方案和应用构建系统[14] - 基于消费的解决方案模式使AI代理成为巨大增长机会[14]

公司近况 - NuScale Power股票在过去12个月内上涨超过四倍[2] - 公司小型模块化反应堆(SMR)技术获得美国核管理委员会(NRC)标准设计批准(SDA)，成为唯一获此批准的SMR制造商[5] - 2023年取消爱达荷州50兆瓦项目后，重新申请并获批77兆瓦设计，VOYGR-6和VOYGR-12型号分别可产生462兆瓦和924兆瓦电力[7] 技术优势 - SMR尺寸仅9英尺宽65英尺高，采用预制模块化设计，安装速度快且适用于传统反应堆不适用的区域[3] - 与韩国斗山重工签订SMR组件供应协议，助力产能扩张[10] 市场拓展 - 罗马尼亚RoPower项目预计2026年做出最终投资决定，涉及462兆瓦VOYGR-6反应堆[8] - 正与美国5家超大规模数据中心运营商洽谈合作，受益于2024年7月通过的《先进核能加速部署法案》及能源部9亿美元资金支持[9] 财务与增长 - 2024-2027年营收预计以118%年复合增长率从3700万美元增至3.84亿美元[11] - 当前市值52亿美元，对应2027年预期销售额的14倍市盈率，持有5.21亿美元现金及短期投资[12] 行业前景 - 全球SMR市场2025-2034年预计以8.9%年复合增长，AI与云计算能源需求激增将推动行业扩张[10][11]

公司表现与股价 - Roblox股价在2025年表现突出 自4月初以来几乎翻倍 接近52周高点 [1] - 公司连续7个季度实现20%以上的同比收入增长 [1] - 目前股价交易于17 5倍市销率和76倍自由现金流的高估值水平 [11] 业务模式与增长动力 - 采用用户生成内容策略 相比传统游戏开发商风险更低 [6] - 开发者分成费用占收入约25% 过去四个季度支出10亿美元 带来38亿美元收入 [7] - 平台日活跃用户同比增长26%至9780万 其中13岁以上用户占比62%且持续上升 [8] - 新游戏Grow a Garden每日吸引超过200万玩家 [9] 长期增长前景 - 管理层目标2027年前实现20%以上的收入复合年增长率 [10] - 长期目标获取视频游戏行业1800亿美元年支出的10%份额 [10] - 将受益于虚拟现实 人工智能和图形技术进步等创新 [10] - 近期与Google Ads合作进军7000亿美元数字广告市场 [12] 竞争优势 - 平台结合了互动娱乐和社交媒体的双重增长动力 [13] - 内容创作者可随时推出吸引玩家的新体验 如Grow a Garden的成功案例 [9] - 商业模式不同于任天堂 EA和Take-Two等传统游戏公司 增长更快 [4]

After climbing 20-fold in 30 months, can Palantir continue trouncing the market?If you invested $10,000 in Palantir Technologies (PLTR -2.06%) at the end of 2022 and held the stock until today, you'd have over $200,000 in the company's shares today. It seems like there's nothing in the world that could slow down the AI stock from soaring higher over the next 15 years. The unfortunate truth is that it's very unlikely you can turn a small investment in Palantir into $1 million by 2040 if you started today.Eve ...

The market hasn't been thrilled with Apple (AAPL 2.22%) this year. Its stock tanked after Trump's "Liberation Day" announcements, since its iPhones are predominantly made overseas, and its artificial intelligence (AI) upgrades have underwhelmed. Apple stock is trailing the market, down 21% year to date, even as the S&P 500 is starting to climb again.Is it as bad as the market thinks? Here's one metric you should see before you decide. Apple and the ecosystemApple has a wide ecosystem of products and service ...

Investors looking for attractive dividends can always find something of interest in turnaround stories. There are, however, high-risk turnarounds and low-risk turnarounds. Medical Properties Trust (MPW 0.45%) is a high-risk story, while Prologis (PLD 0.57%) and Rexford Industrial (REXR -0.41%) are both of the low-risk variety. That's why Medical Properties Trust is probably best avoided and both Prologis and Rexford deserve a deep dive.What happened to Medical Properties Trust's dividend?Medical Properties ...

Both tech giants are neck and neck on the path toward the major milestone.At the end of 2024, tech analyst Dan Ives predicted Nvidia (NVDA -1.14%), Microsoft (MSFT -0.64%), and Apple (AAPL 2.22%) would all reach a $4 trillion valuation in 2025. He expected Apple to hit the mark first, followed by Nvidia, and then Microsoft. But I think he got the order reversed: Microsoft will reach a $4 trillion valuation first.Both Nvidia and Microsoft currently have market caps around $3.5 trillion, while Apple has seen ...

If you are looking at buying stock in Realty Income (O -0.56%), you should probably also be considering competitor W.P. Carey (WPC -0.53%). There are a number of reasons for this, from their net-lease business models to their dividends. Here's a look at some key differences and similarities between these two real estate investment trusts (REITs).How are Realty Income and W.P. Carey similar?To start, Realty Income and W.P. Carey do very (very!) similar things. They both own single-tenant properties leased us ...

EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...

we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.This is our next article in the series dedicated to the newly listed fixed-income IPOs at the exchange. This time, we will turn our attention to First Busey Corporation (Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any su ...