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英伟达(NVDA.US)曾押注 如今股价腰斩!这支12美元AI股的价值被低估了吗?
智通财经网· 2025-08-28 07:09
Group 1 - The article highlights the significant growth potential of artificial intelligence (AI) as a key opportunity for the decade, with a specific focus on a lesser-known stock priced at $12 that has substantial growth potential [1] - Nvidia's investment in SoundHound AI for $3.7 million in 2023 sparked interest on Wall Street, leading to a partnership that combined Nvidia's GPU technology with SoundHound's voice assistant capabilities for automotive applications [2] - Following Nvidia's exit from its investment, SoundHound's stock price peaked at $25 before dropping to around $12, still above its pre-investment valuation, raising questions about its future as an AI contender [2] Group 2 - SoundHound specializes in voice AI technology and has collaborated with major automotive manufacturers and fast-food chains to develop voice assistants and automated ordering systems, indicating its broad application in various sectors [3] - The global voice AI market is projected to grow from approximately $2 billion in 2024 to over $47 billion by 2034, with a compound annual growth rate exceeding 30%, presenting a significant opportunity for SoundHound [3] - SoundHound reported a 47% year-over-year sales growth in 2023, with an expected increase of 85% in 2024, and analysts predict a 96% sales growth for the current year, although growth may slow to 29% by 2026 [3] Group 3 - Despite a high price-to-sales ratio of 36.3, the market acknowledges SoundHound's potential for sustained high growth in the coming years [4] - The primary challenge for SoundHound is intense competition from major tech companies developing their own voice AI technologies, raising concerns about its long-term competitive advantage with an annual R&D budget of $90 million [4] - SoundHound's success as a potential "dark horse" in the AI industry will depend on its long-term competitiveness rather than just market opportunities [4]