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3 Best Tech Stocks for the Second Half of 2025
The Motley Fool· 2025-06-22 20:30
市场表现 - 截至2025年中,标普500指数上涨2%,纳斯达克综合指数上涨1%,道琼斯工业指数下跌1% [1] Reddit (RDDT) - 2025年股价波动剧烈,年内最低下跌46%,最高上涨37%,目前累计下跌13% [3] - 拥有1.08亿日活跃用户,最新季度营收同比增长61% [4] - 广告业务处于早期阶段,市值260亿美元,远低于Meta的1.7万亿美元 [5][6] - 计划整合AI广告工具以提升广告投放效果 [7] Advanced Micro Devices (AMD) - 股价自4月8日低点76.48美元上涨65% [8] - 发布AI加速器路线图至2027年,重点产品MI400 GPU计划2026年推出 [9] - MI400相比MI350计算能力提升2倍,内存容量增加50%,带宽提升2.5倍 [10] - 将MI400与Helios机架系统整合,形成统一AI基础设施 [11] - 2025年Q1数据中心和PC业务营收分别增长57%和68%,整体营收增长36% [12] - 远期市盈率32倍,市销率7.5倍,低于英伟达的24倍 [13] Meta Platforms (META) - 每日活跃用户达34.3亿人,2024年广告收入1606亿美元,占总收入1645亿美元的98% [16][17] - 将在WhatsApp状态和频道页面投放广告,开辟新收入来源 [18] - 分析师预计未来3-5年盈利年均增长18%,市盈率27倍 [19][20]
2 Top Stocks to Profit Off the AI and Cryptocurrency Booms
The Motley Fool· 2025-06-15 15:15
Artificial intelligence (AI) and cryptocurrency are two high-growth markets that offer promising return potential. Investing in the right stocks could pay off handsomely in the coming years. Here are two stocks that could deliver. 1. Advanced Micro DevicesAI is expected to increase the global economy by $15.7 trillion by 2030, according to PwC. This is a huge opportunity for one of the leading chipmakers, Advanced Micro Devices (AMD -1.98%).AMD stock pulled back sharply to start the year, but it has begun t ...