<p>股市开始呈现扩散趋势，一些低科技价值股的崛起帮助推动 <strong>标普 500 指数</strong> 超过以增长和科技为主的 <strong>纳斯达克 100 指数</strong>。毫无疑问，从大型科技股向市场中其他热度较低的部分，包括中小市值股的伟大轮换可能为七巨头和同样炙手可热的半导体公司带来持续的喘息。</p>
<p>至于云计算股票，我看到有充足的反弹空间，特别是对于处于 52 周低点（或在某些情况下是多年低点）的股票。随着顶尖云创新者利用人工智能（AI），也许那些不太受重视的云计算落后者会从今年下半年市场的扩大中受益。</p>
<p>以下是三只被低估的云股，随着我们进入第三季度，它们看起来太便宜了。</p>
<h2>Snowflake（SNOW）</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</p>
<p>数据仓库公司 <strong>Snowflake</strong>（纳斯达克：<strong>SNOW</strong>）的股价接近 136 美元左右的多年低点。随着最近有关影响一些 Snowflake 客户的数据泄露的更多细节浮出水面，SNOW 股遭受了极大压力。</p>
<p>值得注意的是，Snowflake 的客户 <strong>AT&amp;T</strong>（纽约证券交易所：<strong>T</strong>）卷入了历史性的数据泄露事件。值得注意的是，泄露并非由于 Snowflake 平台的问题，而是由于 “暴露的凭证” 问题。无论如何，这种情况对于 Snowflake 来说都不是好事，因为该公司正试图扭转局面。</p>
<p>鉴于泄露的严重性，许多投资者可能倾向于削减在一个似乎无法保持任何收益的名字中的损失。</p>
<p>无论是大规模数据泄露，今年早些时候进行的 CEO 更换，还是较软的前瞻性指引，你都可以找到卖出这只云数据股票的理由，因为它目前是一把下跌的刀。</p>
<p>对于寻找便宜股票的投资者来说，这只股票已经被卖超。Snowflake 是一个云 AI 投资，可能会让投资者感到惊喜。</p>
<h2><strong>Zscaler（ZS）</strong></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>Zscaler</strong>（纳斯达克：<strong>ZS</strong>）是一家安全公司，已经开始复苏大约一年半。尽管在今年春季出现下跌，ZS 股票在过去一年中仍上涨了超过 33%。对于习惯于 Beton 的投资者来说，这次回调似乎是一个不错的买点，Beton 是一家市值接近 300 亿美元的相对较小的大型公司。</p>
<p>尽管是一家较小的网络安全公司，Zscaler 拥有独特的增长动力，这有助于它增强实力。除了来自每次公开泄露的网络安全需求上升之外，Zscaler 还将受益于与 <strong>Nvidia</strong>（纳斯达克：<strong>NVDA</strong>）等公司的智能合作以及更专注的市场推广策略。</p>
<p>即使 IT 云预算保持较低水平更长时间，Zscaler 的安全解决方案在网络安全焦虑无处不在的时代仍然脱颖而出。以 60.9 倍的前瞻性市盈率（P/E）来看，ZS 看起来相当高。如果公司能够正确使用人工智能，这个名字可能值得溢价。</p>
<h2><strong>阿里巴巴（BABA）</strong></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：Kevin Chen Photography / Shutterstock.com</p>
<p>中国科技巨头 <strong>阿里巴巴</strong>（纳斯达克：<strong>BABA</strong>）目前是全球市场上最便宜的云计算和人工智能股票之一。随着 BABA 股票仍比 2020 年创下的历史高点下跌约 74%，即使考虑到相关的地缘政治风险，该公司仍然是一个深度价值投资。</p>
<p>在撰写本文时，BABA 股票的市盈率为 18.19 倍。这样低迷的倍数似乎低估了阿里巴巴的人工智能潜力。随着新的生成式人工智能翻译工具最近推出到国际商家，现在是时候我们将这家公司视为与总部设在美国的科技竞争对手一样精通人工智能了。</p>
<p>凭借阿里巴巴云计算人工智能和在中国市场的不可阻挡存在，也许现在是时候捡漏 BABA 股票了，即使这意味着在未来一两年里经历波涛汹涌。</p>
<p><em>在发布日期，Joey Frenette 持有伯克希尔哈撒韦（B 类）和 Snowflake 的股票。本文中表达的观点属于作者个人，受到 InvestorPlace.com</em> <em>发布指南</em> _的约束。</p>
<p><em>在发布日期，负责编辑在本文提到的证券中没有（直接或间接）任何持仓。</em></p>
<p>Joey Frenette 是一位经验丰富的投资作家，专门研究技术和消费类股票。Joey 为 Motley Fool Canada、TipRanks 和 Barchart 做出贡献，擅长发现在快节奏市场中具有长期增长潜力的被错定定价的股票。</p>
<p>云计算、科技</p>

阿里巴巴

阿里巴巴-W

阿里巴巴-WR

SNOW

<p>尽管近期面临挑战，包括 Snowflake（SNOW）、Zscaler（ZS）和阿里巴巴（BABA）在云计算股票中仍然呈现投资机会。Snowflake 的股价受到数据泄露的影响，但其在云人工智能市场的潜力仍然存在。作为一家网络安全公司，Zscaler 具有增长催化剂和合作伙伴关系，这可能推动其成功。被认为被低估的阿里巴巴在云计算和人工智能领域具有潜力。对于寻找便宜股票和长期收益的投资者来说，这些股票可能值得考虑</p>

<p>The stock market is starting to broaden, with some low-tech value plays helping propel the <strong>S&amp;P 500</strong> ahead of the growth- and tech-heavy <strong>Nasdaq 100</strong> for a change. Undoubtedly, the great rotation from mega-cap tech to other less-heated parts of the market, including the small- and mid-caps, may begin a prolonged breather for the Magnificent Seven and equally hot semiconductor firms.</p>
<div class="lb-trans"><p>股市开始呈现扩散趋势，一些低科技价值股的崛起帮助推动 <strong>标普 500 指数</strong> 超过以增长和科技为主的 <strong>纳斯达克 100 指数</strong>。毫无疑问，从大型科技股向市场中其他热度较低的部分，包括中小市值股的伟大轮换可能为七巨头和同样炙手可热的半导体公司带来持续的喘息。</p>
</div><p>As for the cloud computing stocks, I see ample room for a rebound runway, especially regarding the names at or around 52-week lows (or, in some cases, multi-year lows). As the top cloud innovators tap into artificial intelligence (AI), perhaps the less-appreciated cloud laggards benefit from the market’s broadening out in the year’s second half.</p>
<div class="lb-trans"><p>至于云计算股票，我看到有充足的反弹空间，特别是对于处于 52 周低点（或在某些情况下是多年低点）的股票。随着顶尖云创新者利用人工智能（AI），也许那些不太受重视的云计算落后者会从今年下半年市场的扩大中受益。</p>
</div><p>Here is a trio of undervalued cloud stocks that look too cheap as we progress through the third quarter.</p>
<div class="lb-trans"><p>以下是三只被低估的云股，随着我们进入第三季度，它们看起来太便宜了。</p>
</div><h2>Snowflake (SNOW)</h2>
<div class="lb-trans"><h2>Snowflake（SNOW）</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</p>
<div class="lb-trans"><p>来源：Sundry Photography / Shutterstock</p>
</div><p>Data warehousing firm <strong>Snowflake</strong> (NASDAQ: <strong>SNOW</strong>) is close to multi-year depths at $136 and change per share. SNOW stock has been under extreme pressure as more details arose from recent data breaches affecting some Snowflake customers.</p>
<div class="lb-trans"><p>数据仓库公司 <strong>Snowflake</strong>（纳斯达克：<strong>SNOW</strong>）的股价接近 136 美元左右的多年低点。随着最近有关影响一些 Snowflake 客户的数据泄露的更多细节浮出水面，SNOW 股遭受了极大压力。</p>
</div><p>Most notably, Snowflake client <strong>AT&amp;T</strong>(NYSE: <strong>T</strong>) got caught up in the historic data breach. Notably, the breach wasn’t due to an issue with the Snowflake platform but rather an issue with “exposed credentials.” Either way, the situation isn’t good for Snowflake as the firm looks to turn the tide.</p>
<div class="lb-trans"><p>值得注意的是，Snowflake 的客户 <strong>AT&amp;T</strong>（纽约证券交易所：<strong>T</strong>）卷入了历史性的数据泄露事件。值得注意的是，泄露并非由于 Snowflake 平台的问题，而是由于 “暴露的凭证” 问题。无论如何，这种情况对于 Snowflake 来说都不是好事，因为该公司正试图扭转局面。</p>
</div><p>Given the magnitude of the breaches, many investors may be inclined to cut their losses in a name that can’t seem to hang onto any gains.</p>
<div class="lb-trans"><p>鉴于泄露的严重性，许多投资者可能倾向于削减在一个似乎无法保持任何收益的名字中的损失。</p>
</div><p>Whether talking about the big data breach, the CEO change made earlier this year, or the softer, forward-looking guide, you don’t need to look far for reasons to sell the cloud data stock right here while it’s a falling knife.</p>
<div class="lb-trans"><p>无论是大规模数据泄露，今年早些时候进行的 CEO 更换，还是较软的前瞻性指引，你都可以找到卖出这只云数据股票的理由，因为它目前是一把下跌的刀。</p>
</div><p>The stock is oversold for investors looking to snag a bargain in a name that is still a (small) part of the <strong>Berkshire Hathaway</strong> (NYSE:<strong>BRK-B</strong>, <strong>BRK-A</strong>) portfolio. Snowflake is a cloud AI play that could surprise investors.</p>
<div class="lb-trans"><p>对于寻找便宜股票的投资者来说，这只股票已经被卖超。Snowflake 是一个云 AI 投资，可能会让投资者感到惊喜。</p>
</div><h2><strong>Zscaler (ZS)</strong></h2>
<div class="lb-trans"><h2><strong>Zscaler（ZS）</strong></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>Zscaler</strong> (NASDAQ: <strong>ZS</strong>) is a security firm that has been on the mend for around a year and a half. Despite rolling over this Spring, ZS stock is still up more than 33% over the past year. The dip seems more than buyable for investors comfortable with Beton, a relatively small large-cap with a market cap close to $30 billion.</p>
<div class="lb-trans"><p><strong>Zscaler</strong>（纳斯达克：<strong>ZS</strong>）是一家安全公司，已经开始复苏大约一年半。尽管在今年春季出现下跌，ZS 股票在过去一年中仍上涨了超过 33%。对于习惯于 Beton 的投资者来说，这次回调似乎是一个不错的买点，Beton 是一家市值接近 300 亿美元的相对较小的大型公司。</p>
</div><p>Though a smaller cybersecurity player, Zscaler has unique growth catalysts that could help it gain power. Apart from rising cybersecurity demand from every publicized breach, Zscaler also stands to gain from smart collaborations with firms like <strong>Nvidia</strong> (NASDAQ: <strong>NVDA</strong>) and a more focused go-to-market strategy.</p>
<div class="lb-trans"><p>尽管是一家较小的网络安全公司，Zscaler 拥有独特的增长动力，这有助于它增强实力。除了来自每次公开泄露的网络安全需求上升之外，Zscaler 还将受益于与 <strong>Nvidia</strong>（纳斯达克：<strong>NVDA</strong>）等公司的智能合作以及更专注的市场推广策略。</p>
</div><p>Even if IT cloud budgets stay softer for longer, Zscaler’s security solution stands out as a relatively easy sell in a time when cybersecurity angst is everywhere. At 60.9 times forward price-to-earnings (P/E), ZS looks quite lofty. If the company can get AI right, the name may be worth the premium.</p>
<div class="lb-trans"><p>即使 IT 云预算保持较低水平更长时间，Zscaler 的安全解决方案在网络安全焦虑无处不在的时代仍然脱颖而出。以 60.9 倍的前瞻性市盈率（P/E）来看，ZS 看起来相当高。如果公司能够正确使用人工智能，这个名字可能值得溢价。</p>
</div><h2><strong>Alibaba (BABA)</strong></h2>
<div class="lb-trans"><h2><strong>阿里巴巴（BABA）</strong></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: Kevin Chen Photography / Shutterstock.com</p>
<div class="lb-trans"><p>来源：Kevin Chen Photography / Shutterstock.com</p>
</div><p>Chinese tech giant <strong>Alibaba</strong> (NASDAQ: <strong>BABA</strong>) stands out as one of the cheapest cloud and AI stocks in the global market right now. With BABA stock still down around 74% from its 2020 all-time high, the name stands out as a deep-value play, even given the geopolitical risks associated.</p>
<div class="lb-trans"><p>中国科技巨头 <strong>阿里巴巴</strong>（纳斯达克：<strong>BABA</strong>）目前是全球市场上最便宜的云计算和人工智能股票之一。随着 BABA 股票仍比 2020 年创下的历史高点下跌约 74%，即使考虑到相关的地缘政治风险，该公司仍然是一个深度价值投资。</p>
</div><p>At the time of writing, BABA stock is trading for 18.19 times trailing P/E. Such a depressed multiple seems to discount Alibaba’s potential AI prowess. With new generative AI translation tools recently rolled out to international merchants, it’s about time we view the firm as every bit as AI-savvy as its U.S.-based tech rivals.</p>
<div class="lb-trans"><p>在撰写本文时，BABA 股票的市盈率为 18.19 倍。这样低迷的倍数似乎低估了阿里巴巴的人工智能潜力。随着新的生成式人工智能翻译工具最近推出到国际商家，现在是时候我们将这家公司视为与总部设在美国的科技竞争对手一样精通人工智能了。</p>
</div><p>With Alibaba Cloud AI and an unstoppable presence in the Chinese market, perhaps it’s time to bottom-fish for BABA stock, even if it means riding the rough tides out for another year or two.</p>
<div class="lb-trans"><p>凭借阿里巴巴云计算人工智能和在中国市场的不可阻挡存在，也许现在是时候捡漏 BABA 股票了，即使这意味着在未来一两年里经历波涛汹涌。</p>
</div><p><em>On the date of publication, Joey Frenette held shares of Berkshire Hathaway (Class B) and Snowflake. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com</em> <em>Publishing Guidelines</em> <em>.</em></p>
<div class="lb-trans"><p><em>在发布日期，Joey Frenette 持有伯克希尔哈撒韦（B 类）和 Snowflake 的股票。本文中表达的观点属于作者个人，受到 InvestorPlace.com</em> <em>发布指南</em> _的约束。</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><em>在发布日期，负责编辑在本文提到的证券中没有（直接或间接）任何持仓。</em></p>
</div><p>Joey Frenette is a seasoned investment writer specializing in technology and consumer stocks. Contributing to the Motley Fool Canada, TipRanks, and Barchart, Joey excels in spotting mispriced stocks with long-term growth potential in a fast-paced market.</p>
<div class="lb-trans"><p>Joey Frenette 是一位经验丰富的投资作家，专门研究技术和消费类股票。Joey 为 Motley Fool Canada、TipRanks 和 Barchart 做出贡献，擅长发现在快节奏市场中具有长期增长潜力的被错定定价的股票。</p>
</div><p>Cloud, Technology</p>
<div class="lb-trans"><p>云计算、科技</p>
</div>

3 Cloud Computing Stocks to Buy Now: Q3 Edition

- 云计算股票开始走宽，一些低科技价值股帮助推动标普 500 指数超过成长和科技为主的纳斯达克 100 指数。这种从大型科技股到市场其他不那么炙手可热部分的大轮换，可能会让七巨头和同样炙手可热的半导体公司休整一段时间。  
- 云计算股票中，我看到有充分的反弹空间，特别是对于接近或处于 52 周低点（或在某些情况下是多年低点）的股票。随着顶尖云创新者利用人工智能（AI），也许市场在今年下半年的广泛扩展中，不太受人重视的云计算落后者会受益。  
- 这是三只被低估的云股，随着我们进入第三季度，它们看起来太便宜了。Snowflake (SNOW)、Zscaler (ZS)、Alibaba (BABA)。

第三季度推荐购买的三只云计算股票