投资策略 - 投资具有长期增长潜力的股票，尤其是人工智能相关领域 [1] - 关注估值较低的股票，可能被低估且具有更高回报潜力 [1] 推荐股票 - 台积电(TSM)、阿里巴巴(BABA)、戴尔科技(DELL)兼具低估值和AI业务增长潜力 [2] 台积电(TSMC) - 全球90%的先进芯片由台积电生产，包括AI芯片，在AI发展中占据关键地位 [4] - 今年前三个月销售额达255亿美元，同比增长35%，毛利率约40% [5] - 当前市盈率低于23倍，低于标普500平均水平，但增长潜力被低估 [6][7] 阿里巴巴集团 - 业务涵盖云计算、电商、数字媒体等，云计算收入增长18%，国际数字商务增长22% [8][9] - AI相关收入连续七个季度三位数增长，与苹果合作开发AI功能 [10] - 当前市盈率低于12倍，今年股价上涨超30%但仍具上涨空间 [11] 戴尔科技 - AI优化服务器需求推动业务增长，服务器和网络业务收入增长16%至63亿美元 [12][13] - 预计今年AI系统销售额约150亿美元，但消费端收入下降19% [13][14] - 当前市盈率低于13倍，长期增长潜力显著 [15]

In the span of only a few years, Nvidia (NVDA -1.14%) has become one of the largest stocks in the world. Indeed, as of this writing, the company boasts a market cap of more than $3.5 trillion, only slightly trailing Microsoft as the world's largest company by market cap.The engine that propelled Nvidia's stock to these incredible heights has been its industry-leading graphics processing units (GPUs), which are favored by artificial intelligence (AI) developers for their power and speed. However, as the AI r ...