<p>云计算使公司和消费者更容易存储数据并提高效率。此外，使用云服务提供商比投资需要管理的硬件更经济实惠。这些优势导致了一个持续多年的繁荣，且没有放缓的迹象。</p>
<p>到 2031 年，云计算行业的复合年增长率（CAGR）为 16.8%。人工智能（AI）应该保持增长率较高，因为 AI 工具依赖云平台处理大量数据。</p>
<p>许多科技巨头已经定位自己从蓬勃发展的云计算行业中受益。此外，这些同一公司在过去五年中击败了标普 500 指数，并且看起来准备延续他们的涨势。高收入和净利润增长是这些云股的关键组成部分。</p>
<p>想知道哪些高飞的云股票可以让您的投资组合更上一层楼？以下是一些可以长期回报耐心投资者的首选。</p>
<h2>ServiceNow（NOW）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>来源：Sundry Photography / Shutterstock.com</p>
<p><strong>ServiceNow</strong>（纽约证券交易所：NOW）年初至今上涨了 8%，过去五年交出了 146% 的涨幅。该云平台的收入和净利润率不断上升。对于长期投资者来说，它也受到了一位看跌分析师的压力。</p>
<p>一位 Guggenheim 分析师警告说，生成式人工智能收入可能不会像预期的那样快速增长。根据看跌呼吁，这个催化剂可能要等到 2025 年才会实现。ServiceNow 仍然被评为强热门股，预计上涨 15%，因此大多数分析师仍然看涨。</p>
<p>看跌呼吁导致了急剧下跌，提供了一个买入机会。最近的收益情况突显了长期潜力。ServiceNow 报告了第一季度 24% 的年同比收入增长，并提高了全年指导。净利润同比增长超过一倍，达到 3.47 亿美元。NOW 在 8100 名客户中有 98% 的续约率。其中一些客户每年支付超过 100 万美元来使用该公司的云平台。因此，ServiceNow 看起来准备为耐心投资者带来长期收益。</p>
<h2>亚马逊（AMZN）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>来源：Tada Images / Shutterstock.com</p>
<p><strong>亚马逊</strong>（纳斯达克证券交易所：AMZN）在云计算行业拥有最大的市场份额。该公司的亚马逊网络服务（AWS）占据了大约三分之一的市场份额，增长势头正在加速。这家科技巨头报告称，其业务的净销售同比增长 13%。AWS 以 17% 的年同比增长脱颖而出，带来了 250 亿美元的收入。</p>
<p>此外，亚马逊不仅在云计算行业取得胜利。它还在电子商务、广告、杂货、流媒体和其他垂直领域处于领先地位。每个领域都让亚马逊能够接触更多消费者。对于投资者来说，它确实一直在表现出色。</p>
<p>目前，亚马逊股票年初至今上涨 33%，在过去五年内大致翻了一番。华尔街分析师认为该股还有上涨空间。平均目标价表明共识强烈买入股票有 11% 的上涨空间。最高目标价 246 美元每股表明该股从当前水平可以上涨 23%。</p>
<h2>微软（MSFT）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>来源：shutterstock.com/tomeqs</p>
<p>第二大云服务提供商，<strong>微软</strong>（纳斯达克证券交易所：MSFT）的云服务增长速度比亚马逊更快。微软云在 2024 财年第三季度创造了 351 亿美元的收入，比去年同期增长了 23%。人工智能正在推动对该公司云平台的更多需求。</p>
<p>整个科技集团报告显示，收入同比增长 17%，净利润同比增长 20%。此外，微软向股东回报了一部分利润。该公司在该季度投入 84 亿美元用于股票回购和股息。</p>
<p>微软目前的市盈率为 40，股息率为 0.65%。股价年初至今上涨 24%，在过去五年中上涨了 232%。它是标普 500 指数和大多数基金的核心组成部分。华尔街分析师认为该股还有上涨空间，并将其评为强烈买入。平均目标价表明该股有 9% 的涨幅空间。</p>
<p>_在本文发布之日，Marc Guberti 持有 NOW、AMZN 和 MSFT 的多头头寸。本文中表达的观点属于作者个人观点，遵守 InvestorPlace.com 的发布准则。</p>
<p>_在本文发布之日，负责编辑在本文提及的证券中没有（直接或间接）任何头寸。</p>
<p>Marc Guberti 是 InvestorPlace.com 的财务自由撰稿人，主持 Breakthrough Success Podcast。他为多家出版物做出了贡献，包括美国新闻与世界报道、财经新闻网和 Joy Wallet。</p>
<p>云计算、科技</p>

GX中国云算

现在服务

云计算股指数 ETF - First Trust

云计算

亚马逊

<p>云计算正在推动科技行业的增长，特别是对于像现在服务、亚马逊和微软这样的公司。这些公司拥有强劲的营收和净利润增长，使它们成为长期投资者的首选。尽管有空头分析师的警告，现在服务仍然是一个强劲的买入选择。亚马逊在云计算行业拥有最大的市场份额，并且在其他领域也处于领先地位。微软的云服务增长速度超过亚马逊，受到对其人工智能能力需求的推动。这些股票有进一步上涨的潜力</p>

<p>Cloud computing makes it easier for companies and consumers to store data and become more efficient. Also, it more affordable to use cloud providers than it is to invest in the hardware which needs management. These benefits have resulted in a multi-year boom that isn’t slowing down.</p>
<div class="lb-trans"><p>云计算使公司和消费者更容易存储数据并提高效率。此外，使用云服务提供商比投资需要管理的硬件更经济实惠。这些优势导致了一个持续多年的繁荣，且没有放缓的迹象。</p>
</div><p>The cloud computing industry has a compounded annual growth rate ( <strong>CAGR</strong>) of 16.8% through 2031. Artificial intelligence ( <strong>AI</strong>) should keep growth rates elevated since AI tools rely on cloud platforms to process large amounts of data.</p>
<div class="lb-trans"><p>到 2031 年，云计算行业的复合年增长率（CAGR）为 16.8%。人工智能（AI）应该保持增长率较高，因为 AI 工具依赖云平台处理大量数据。</p>
</div><p>Many tech giants have positioned themselves to benefit from the booming cloud industry. In addition, these same corporations have trounced the <strong>S&amp;P 500</strong> over the past five years and look ready to extend their rallies. High revenue and net income growth are key components for each of these cloud stocks.</p>
<div class="lb-trans"><p>许多科技巨头已经定位自己从蓬勃发展的云计算行业中受益。此外，这些同一公司在过去五年中击败了标普 500 指数，并且看起来准备延续他们的涨势。高收入和净利润增长是这些云股的关键组成部分。</p>
</div><p>Wondering which sky-high cloud stocks can take your portfolio higher? These are some of the top picks that can reward patient investors in the long run.</p>
<div class="lb-trans"><p>想知道哪些高飞的云股票可以让您的投资组合更上一层楼？以下是一些可以长期回报耐心投资者的首选。</p>
</div><h2>ServiceNow (NOW)</h2>
<div class="lb-trans"><h2>ServiceNow（NOW）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: Sundry Photography / Shutterstock.com</p>
<div class="lb-trans"><p>来源：Sundry Photography / Shutterstock.com</p>
</div><p><strong>ServiceNow</strong> (NYSE:<strong>NOW</strong>) is up by 8% year-to-date ( <strong>YTD</strong>) and has delivered a 146% gain over the past five years. The cloud platform features rising revenue and net profit margins. Luckily for long-term investors, it’s also feeling the heat from a bearish analyst.</p>
<div class="lb-trans"><p><strong>ServiceNow</strong>（纽约证券交易所：NOW）年初至今上涨了 8%，过去五年交出了 146% 的涨幅。该云平台的收入和净利润率不断上升。对于长期投资者来说，它也受到了一位看跌分析师的压力。</p>
</div><p>A Guggenheim analyst warned that generative AI revenue may not grow as quickly as anticipated. It’s possible, according to the bearish call, that this catalyst won’t come to fruition until 2025. ServiceNow is still rated as a strong buy with a projected 15% upside, so most analysts are still bullish.</p>
<div class="lb-trans"><p>一位 Guggenheim 分析师警告说，生成式人工智能收入可能不会像预期的那样快速增长。根据看跌呼吁，这个催化剂可能要等到 2025 年才会实现。ServiceNow 仍然被评为强热门股，预计上涨 15%，因此大多数分析师仍然看涨。</p>
</div><p>The bearish call has resulted in a sharp drop that presents a buy-the-dip opportunity. A look at recent earnings highlights the long-term potential. ServiceNow reported 24% year-over-year ( <strong>YOY</strong>) revenue growth in the first quarter and raised its full-year guidance. Net income more than doubled YOY to reach $347 million. NOW has a 98% renewal rate among 8,100 customers. And some of them pay more than $1 million per year to use the company’s cloud platform. Therefore, ServiceNow looks ready to deliver long-term gains for patient investors.</p>
<div class="lb-trans"><p>看跌呼吁导致了急剧下跌，提供了一个买入机会。最近的收益情况突显了长期潜力。ServiceNow 报告了第一季度 24% 的年同比收入增长，并提高了全年指导。净利润同比增长超过一倍，达到 3.47 亿美元。NOW 在 8100 名客户中有 98% 的续约率。其中一些客户每年支付超过 100 万美元来使用该公司的云平台。因此，ServiceNow 看起来准备为耐心投资者带来长期收益。</p>
</div><h2>Amazon (AMZN)</h2>
<div class="lb-trans"><h2>亚马逊（AMZN）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: Tada Images / Shutterstock.com</p>
<div class="lb-trans"><p>来源：Tada Images / Shutterstock.com</p>
</div><p><strong>Amazon</strong> (NASDAQ:<strong>AMZN</strong>) has the largest market share in the cloud computing industry. The company’s Amazon Web Services ( <strong>AWS</strong>) makes up roughly one-third of the total market, and it’s growth is accelerating. The tech giant reported 13% YOY net sales growth across its business. AWS stood out with 17% YOY growth, bringing in $25.0 billion in the process.</p>
<div class="lb-trans"><p><strong>亚马逊</strong>（纳斯达克证券交易所：AMZN）在云计算行业拥有最大的市场份额。该公司的亚马逊网络服务（AWS）占据了大约三分之一的市场份额，增长势头正在加速。这家科技巨头报告称，其业务的净销售同比增长 13%。AWS 以 17% 的年同比增长脱颖而出，带来了 250 亿美元的收入。</p>
</div><p>Furthermore, Amazon isn’t just winning in the cloud computing industry. Also, it is leading the way in e-commerce, advertising, groceries, streaming and other verticals. Each of these segments allows Amazon to show up in front of more consumers. It’s certainly been showing up for investors.</p>
<div class="lb-trans"><p>此外，亚马逊不仅在云计算行业取得胜利。它还在电子商务、广告、杂货、流媒体和其他垂直领域处于领先地位。每个领域都让亚马逊能够接触更多消费者。对于投资者来说，它确实一直在表现出色。</p>
</div><p>Currently, Amazon stock is up by 33% YTD and have roughly doubled over the past five years. Wall Street analysts believe that the stock has more room to run. The average price target suggests an 11% upside for the consensus strong buy stock. The highest price target of $246 per share indicates that the stock can gain 23% from current levels.</p>
<div class="lb-trans"><p>目前，亚马逊股票年初至今上涨 33%，在过去五年内大致翻了一番。华尔街分析师认为该股还有上涨空间。平均目标价表明共识强烈买入股票有 11% 的上涨空间。最高目标价 246 美元每股表明该股从当前水平可以上涨 23%。</p>
</div><h2>Microsoft (MSFT)</h2>
<div class="lb-trans"><h2>微软（MSFT）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: shutterstock.com/tomeqs</p>
<div class="lb-trans"><p>来源：shutterstock.com/tomeqs</p>
</div><p>The second-largest cloud provider, <strong>Microsoft</strong>‘s(NASDAQ:<strong>MSFT</strong>) cloud services are growing at a faster rate than Amazon’s. Microsoft Cloud generated $35.1 billion in Q3 of fiscal year 2024 which was 23% higher than the same period last year. AI is fueling more demand for the company’s cloud platform.</p>
<div class="lb-trans"><p>第二大云服务提供商，<strong>微软</strong>（纳斯达克证券交易所：MSFT）的云服务增长速度比亚马逊更快。微软云在 2024 财年第三季度创造了 351 亿美元的收入，比去年同期增长了 23%。人工智能正在推动对该公司云平台的更多需求。</p>
</div><p>The tech conglomerate as a whole reported 17% YOY revenue growth and 20% YOY net income growth. And, MSFT rewarded shareholders with some of its profits. The company poured $8.4 billion into share repurchases and dividends in the quarter.</p>
<div class="lb-trans"><p>整个科技集团报告显示，收入同比增长 17%，净利润同比增长 20%。此外，微软向股东回报了一部分利润。该公司在该季度投入 84 亿美元用于股票回购和股息。</p>
</div><p>Microsoft currently trades at a 40 P/E ratio and has a 0.65% yield. Shares are up by 24% YTD and have gained 232% over the past five years. It’s a core component of the S&amp;P 500 and most funds in general. Wall Street analysts believe there’s more upside to the stock and have rated it as a strong buy. The average price target suggests a 9% gain from current levels.</p>
<div class="lb-trans"><p>微软目前的市盈率为 40，股息率为 0.65%。股价年初至今上涨 24%，在过去五年中上涨了 232%。它是标普 500 指数和大多数基金的核心组成部分。华尔街分析师认为该股还有上涨空间，并将其评为强烈买入。平均目标价表明该股有 9% 的涨幅空间。</p>
</div><p><em>On this date of publication, Marc Guberti held long positions in NOW, AMZN, and MSFT. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.</em></p>
<div class="lb-trans"><p>_在本文发布之日，Marc Guberti 持有 NOW、AMZN 和 MSFT 的多头头寸。本文中表达的观点属于作者个人观点，遵守 InvestorPlace.com 的发布准则。</p>
</div><p><em>On the date of publication, the responsible editor did not have (either directly or indirectly) any positions in the securities mentioned in this article.</em></p>
<div class="lb-trans"><p>_在本文发布之日，负责编辑在本文提及的证券中没有（直接或间接）任何头寸。</p>
</div><p>Marc Guberti is a finance freelance writer at InvestorPlace.com who hosts the Breakthrough Success Podcast. He has contributed to several publications, including the U.S. News &amp; World Report, Benzinga, and Joy Wallet.</p>
<div class="lb-trans"><p>Marc Guberti 是 InvestorPlace.com 的财务自由撰稿人，主持 Breakthrough Success Podcast。他为多家出版物做出了贡献，包括美国新闻与世界报道、财经新闻网和 Joy Wallet。</p>
</div><p>Cloud, Technology</p>
<div class="lb-trans"><p>云计算、科技</p>
</div>

3 只准备腾飞的云计算股票