我将在本视频中展示的第一只AI股票是台积电。我计算出该股票的公允价值为每股609美元，而市场价格仅为416美元。
The first AI stock I will be showcasing in this video is Taiwan Semiconductor Manufacturing Company (TSMC). I have calculated the fair value of this stock at $609 per share , while the market price is only $416.
因此，我计算出台积电的股票在未来12至18个月内将增长超过46%。当然，围绕这家公司最大的积极因素之一是技术创新。这超出了人工智能的范围。
Therefore, I have calculated a growth rate of more than 46% for Taiwan Semiconductor Company's stock over the next 12 to 18 months. Of course, one of the biggest positive factors surrounding this company is technological innovation. This goes beyond the scope of artificial intelligence.
人工智能当然因ChatGPT提供的大型语言模型而蓬勃发展，然后是Anthropic和谷歌的Gemini，现在有许多大型语言模型提供商，无论是开源的还是闭源的，大型的还是小型的。这些模型的各种形式广泛存在，台积电因此受益。
Artificial intelligence is certainly thriving as a result of the big language models provided by ChatGPT, then Anthropic and Google’s Gemini , and now there are many big language model providers, whether open source or closed, large or small . Various forms of these models are widespread, and Taiwan Semiconductor Company benefits from this as a result.