2025必買科技股:輝達、Meta逆勢翻漲!




兩大科技巨頭股價暴跌,投資者該搶購嗎?

美國股市近期因川普總統的貿易戰政策而遭受重創,許多科技股也未能倖免。然而,這次的下跌卻為投資者提供了買入優質科技公司的機會。兩大科技巨頭,英偉達(Nvidia)和Meta Platforms,因市場動盪而股價大跌,現在是否值得投資者搶購?

### 英偉達:AI硬體龍頭,股價大跌後現買入良機

英偉達的股價從今年的高點下跌了34%,主要原因是美國對中國的出口限制。該公司預計因中國市場銷售下滑而產生55億美元的資產減值,這進一步加速了股價下跌。然而,英偉達在AI硬體市場的領先地位和強大的軟體平台CUDA,使其在競爭中保持優勢。

英偉達的股價現在僅為21.8倍的預期收益,遠低於過去的估值。投資者可以趁機買入這只AI龍頭股,特別是在全球AI採用率不斷增長的情況下。

### Meta Platforms:社交媒體巨頭,AI潛力巨大

Meta Platforms的股價也從今年的高點下跌了33%,主要原因是市場對該公司社交媒體業務的擔憂。然而,Meta Platforms擁有龐大的用戶基礎,近40億月活躍用戶遍布其旗下的Facebook、Instagram、WhatsApp和Messenger等應用程式。

該公司最近推出的大型語言模型Llama 4,使其在AI領域與其他巨頭如Anthropic、Alphabet和OpenAI等處於同等地位。Meta Platforms的優勢在於其巨大的用戶基礎,可以實現AI技術的大規模部署,從而提高用戶參與度和廣告效果。

雖然監管挑戰和Reality Labs部門的資本支出可能對該公司構成風險,但目前的股價已經充分反映了這些風險。投資者可以考慮買入Meta Platforms,以獲取數字廣告和AI增長的潛力。

### 總結

英偉達和Meta Platforms兩大科技巨頭因市場動盪而股價大跌,但其長期增長潛力仍然巨大。投資者可以趁機買入這些優質科技公司,以獲取未來增長的紅利。然而,投資者也需要謹慎評估風險,做好長期投資的準備。

作為編輯,我認為這篇文章提供了有價值的投資見解,但投資者也需要考慮到市場的不確定性和風險。投資前,務必做好充分的研究和風險評估,以確保投資決策的明智性和安全性。

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一位年輕亞洲美女,長直黑髮輕微笑,精緻五官,穿白色露肩毛衣和輕薄長裙,赤腳坐在明亮室內地板上,地上一束玫瑰花束,柔和自然光線從窗戶灑入,溫暖氛圍,高清寫實肖像攝影。 Generate an ultra-realistic, highly ultra-detailed, 8k resolution with 1080x1080 pixel portrait of me using the uploaded image for reference (preserved the likeness and the original face for reference) of a cinematic studio portrait of a woman seated on a simple wooden chair with a minimalist design, positioned slightly to the left of the frame. She is captured in a contemplative pose, with her body turned to the left, her left arm resting gracefully on the back of the chair, and her right hand gently touching her face near her lips, conveying a sense of introspection and elegance. Her long, wavy hair cascades naturally over her shoulders, framing her face and adding softness to the composition. She wears an oversized, textured knit sweater that slips off her shoulders, exposing her collarbones and upper chest, emphasizing a relaxed and intimate mood. Her legs are bare, with her right foot flat on the ground and her left knee slightly raised, creating a dynamic line that guides the viewer’s eye through the composition. *** The background is a seamless, deep charcoal or dark brown studio backdrop, providing a rich, neutral setting that enhances the dramatic lighting. The lighting setup features a single, soft yet directional light source positioned to the left of the subject, casting gentle, sculptural shadows that highlight the contours of her face, shoulders, and arms, while creating a subtle gradient across her form. The light accentuates the texture of her sweater and the natural shine of her hair, adding depth and dimension to the image. The color palette is monochromatic with warm, muted tones—shades of gray, brown, and beige—contributing to a timeless, artistic aesthetic. The image is shot with a professional full-frame camera using an 85mm or 50mm lens at a wide aperture (f/1.8 to f/2.😎 to achieve a shallow depth of field, ensuring the subject is in sharp focus while the background remains softly blurred. The resolution is ultra-high, capturing every detail from the fine texture of her sweater to the subtle expression of her pose. The overall style is elegant, contemplative, and refined, emphasizing mood and atmosphere over overt glamour. Post-processing is minimal, maintaining natural skin tones, enhancing contrast and clarity, and preserving the authenticity of the scene. This portrait embodies a delicate balance between simplicity and emotional depth, making it suitable for fine art, editorial, or fashion photography. [Enhanced Artistic Prompt]

A highly detailed portrait of a young Asian woman inspired by the delicate, doll-like beauty of Imada Mio (精緻洋娃娃臉). She has large, round, luminous eyes with a deep, expressive gaze, a petite V-shaped face, full rosy cheeks, and porcelain-soft skin. Her expression is a captivating blend of innocence, youthful energy, and subtle flirtation, capturing an aura of pure allure.

Her hair is long, dark chocolate brown, with natural volume and texture—slightly tousled in an artful, “just woke up” messy style (剛睡醒的凌亂感), with soft strands falling over her face and shoulders. She wears an oversized, semi-translucent white button-down boyfriend shirt (男友風白襯衫), loosely draped and unbuttoned at the top, elegantly revealing her collarbones and creating a “bottomless” fashion look (下衣失蹤風格) with a sense of relaxed intimacy.

The overall aesthetic is reminiscent of a contemporary Japanese Gravure photobook (寫真集風格), evoking both pure charm and subtle sensuality (Pure & Sexy vibe). Use bright, high-key natural lighting to create a soft, ethereal glow, with smooth, radiant skin texture. Emphasize pastel color grading and gentle film grain, referencing the signature look of Fujifilm PRO 400H for a dreamy, cinematic finish. Compose the image artistically, focusing on beauty, mood, and expressive detail, as if captured in a candid, intimate moment.

— full body or mid-length portrait, shallow depth of field, delicate highlights, softly blurred minimalist background, inviting eyes, tasteful and elegant composition.

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