<p>这些天，人工智能股票几乎像热饼一样畅销，我也不怪投资者们。几乎每家科技公司和科技相关公司都宣布将人工智能整合到他们的业务流程中，人工智能服务提供商也因此获得了更多客户。</p>
<p>与此同时，SaaS 公司正在将 GPT 注入他们现有的平台，使他们能够扩大业务范围并获得更多收入。的确，人工智能趋势正处于全速前进阶段，每个人都渴望乘其成功之车达到巅峰。</p>
<p>然而，我们不能仅仅购买每家产品上都贴有 “人工智能” 标签的公司股票。潮流时起时落，人工智能也不例外，但拥有坚实运营基础的公司将永远比让它们成为焦点的潮流更具生存力。因此，投资者在选择人工智能股票时必须更加挑剔，即使每个人似乎都在抢购。</p>
<p>因此，今天我将讨论三家似乎具备成功要素的公司。为了得出这份名单，我使用以下标准对市场进行了筛选：</p>
<ul>
<li><strong>分析师评级</strong>：至少为 “买入”</li>
<li><strong>分析师覆盖</strong>：至少有 12 位分析师对该股进行覆盖</li>
<li><strong>盈利增长</strong>：过去一年盈利增长为正</li>
<li><strong>营收增长</strong>：过去两年至少为 10%</li>
</ul>
<p>然后，我根据它们最新财年的盈利增长情况选出了前三家，并将从第一名开始介绍它们。以下是结果：</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="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>图片来源：Sundry Photography / Shutterstock.com</p>
<p><strong>ServiceNow</strong>（纽交所：<strong>NOW</strong>）提供一个 360 度平台，允许企业自动化手动任务，并协助监控、参与和运营。其平台可应用于包括教育、政府、能源、公用事业、金融服务和医疗保健在内的各行业。</p>
<p>为了进一步改进其产品，ServiceNow 客户现在可以通过 Now Assist 访问生成式人工智能，该公司表示这非常适合 “每个工作流程”。该服务由 <strong>微软</strong>（纳斯达克：<strong>MSFT</strong>）的 Co-Pilot 提供支持，可用于摘要、内容创建、编码和数据分析等方面。</p>
<p>2023 年，ServiceNow 开始收获其人工智能投资的成果。收入同比增长 24%，由订阅业务增长推动。超过 100 万美元的合同也同比增长 33%，公司年终续约率达到 99%。最后，盈利增长了 427%。</p>
<p>此外，其 2024 年第二季度报告显示其仍有潜力。ServiceNow 超出了收入和盈利能力的指导预期，这导致其将全年订阅业务展望从 20.5% 提高到 22% 的高端。首席执行官比尔·麦克德莫特（Bill McDermott）表示：</p>
<p>“我们作为业务转型的人工智能平台的相关性比以往任何时候都更强，因为首席执行官正在寻找增长、简化和数字化的新途径。ServiceNow 打算以 GenAI 为核心重新设计每个工作流程，每家公司，每个行业。”</p>
<p>其人工智能合作伙伴关系和全球扩张努力赢得了华尔街分析师的 “强烈买入” 评级，将其列为未来指数增长的顶级股票之一。</p>
<h2>派拓网络（PANW）</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="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>图片来源：Sundry Photography / Shutterstock.com</p>
<p><strong>派拓网络</strong>（纳斯达克：<strong>PANW</strong>）是一家运营技术安全解决方案领导者。该公司已经采用人工智能增强其安全产品，使用其专有的 Precision AI，利用机器学习和深度学习来辅助其网络安全。</p>
<p>2023 年，派拓网络的收入同比增长 25%，从 55 亿美元增至 69 亿美元。此外，该公司将上一年每股 90 美分的亏损转为每股 1.45 美元的盈利，提高了 261%。</p>
<p>出色的财务表现和专家认可使派拓网络成为目前最佳的人工智能股票之一。华尔街分析师一致认为 PANW 股票的评级为 “强烈买入”。</p>
<h2>Dayforce（DAY）</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="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>图片来源：Shutterstock</p>
<p><strong>Dayforce</strong>（纽交所：<strong>DAY</strong>）是一家提供人力资本管理解决方案的软件公司。这些解决方案包括工资单、人力规划、福利跟踪和其他相关业务流程。</p>
<p>该公司的一些软件产品包括：</p>
<ul>
<li><strong>Powerpay</strong>：加拿大小企业市场的云端人力资源和工资解决方案。</li>
<li><strong>Dayforce 人力资源</strong>：提供 HR 相关记录的内部存储库。</li>
<li><strong>Dayforce 劳动力管理</strong>：通过配置系统以符合复杂的就业和工作时间规则和政策来帮助组织劳动力。</li>
<li><strong>Dayforce 钱包</strong>：一种数字支付解决方案，使员工可以立即访问其净收入。</li>
</ul>
<p>值得一提的是，Dayforce 最近推出了 Dayforce Co-Pilot，这是一个面向人力资源的人工智能套件。其功能可分为三个方面：回答和总结（问答、摘要）、创建和完善（生成工作描述、绩效评估和知识库文章）以及自动化和提示（报告生成、自动排班、分析和工资单）。</p>
<p>2023 年，Dayforce 每股盈利为 35 美分，同比增长 173%。收入也同比增长 21.5%，达到 15 亿美元，而重复性收入增长了 36.3%。</p>
<p>公司的 2024 年指引反映了这一改善。预计收入将在 17.3 亿美元左右，同比增长 15%。因此，DAY 股票获得了来自 16 位分析师的一致 “强烈买入” 评级。</p>
<p><em>在发布日期，Rick Orford 持有 NOW 的多头头寸。本文中表达的观点属于作者本人，受 InvestorPlace.com 发布指南的约束。</em></p>
<p><em>在发布日期，负责编辑在本文提及的证券中没有任何持仓（直接或间接）</em></p>
<p>Rick Orford 是《华尔街日报》畅销书作者、投资者、意见领袖和导师。他的作品曾出现在权威出版物中，包括《早安美国》、《华盛顿邮报》、雅虎财经、MSN、商业内幕、NBC、福克斯、CBS 和 ABC 新闻。</p>
<p>人工智能、科技</p>

现在服务

派拓网络

纳斯达克网络安全 ETF - First Trust

<p>人工智能股票趋势蓬勃发展，许多公司正在将人工智能整合到其业务流程中。投资者在选择人工智能股票时需要谨慎。三家显示潜力的股票是 ServiceNow、派拓网络和 Dayforce。这些公司经历了显著的营收和盈利增长，并获得了华尔街分析师的积极评价</p>

<p>These days, AI stocks are <em>almost</em> selling like pancakes, and I can’t blame investors. With almost every tech and tech-adjacent company announcing artificial intelligence integration into their business processes, AI service providers are getting more clients.</p>
<div class="lb-trans"><p>这些天，人工智能股票几乎像热饼一样畅销，我也不怪投资者们。几乎每家科技公司和科技相关公司都宣布将人工智能整合到他们的业务流程中，人工智能服务提供商也因此获得了更多客户。</p>
</div><p>At the same time, SaaS companies are injecting GPT into their existing platforms, allowing them to expand their offerings and rake in more revenue. Indeed, the AI trend is at full throttle, and everyone is eager to ride it to the top.</p>
<div class="lb-trans"><p>与此同时，SaaS 公司正在将 GPT 注入他们现有的平台，使他们能够扩大业务范围并获得更多收入。的确，人工智能趋势正处于全速前进阶段，每个人都渴望乘其成功之车达到巅峰。</p>
</div><p>However, we can’t just buy every company with an “artificial intelligence” stamp on its products. Trends live and die all the time — and AI is no exception — but companies with solid operational foundations will always outlive the trend that got them in the spotlight. Therefore, investors must be more picky when choosing AI stocks, even if everyone seems to be buying them hand over fist.</p>
<div class="lb-trans"><p>然而，我们不能仅仅购买每家产品上都贴有 “人工智能” 标签的公司股票。潮流时起时落，人工智能也不例外，但拥有坚实运营基础的公司将永远比让它们成为焦点的潮流更具生存力。因此，投资者在选择人工智能股票时必须更加挑剔，即使每个人似乎都在抢购。</p>
</div><p>So, today, I’ll discuss three stocks that seem to have what it takes to succeed. To get this list, I screened the market using the following criteria:</p>
<ul>
<li><strong>Analyst ratings</strong>: Minimum of “buy.”</li>
<li><strong>Analyst coverage</strong>: Minimum of 12 analysts covering the stock.</li>
<li><strong>Earnings growth</strong>: Positive growth in the last year.</li>
<li><strong>Revenue growth</strong>: At least 10% in the last two years.</li>
</ul>
<div class="lb-trans"><p>因此，今天我将讨论三家似乎具备成功要素的公司。为了得出这份名单，我使用以下标准对市场进行了筛选：</p>
<ul>
<li><strong>分析师评级</strong>：至少为 “买入”</li>
<li><strong>分析师覆盖</strong>：至少有 12 位分析师对该股进行覆盖</li>
<li><strong>盈利增长</strong>：过去一年盈利增长为正</li>
<li><strong>营收增长</strong>：过去两年至少为 10%</li>
</ul>
</div><p>Then, I took the top three based on the earnings growth in their latest fiscal year and will present them starting from number one. Here are the results:</p>
<div class="lb-trans"><p>然后，我根据它们最新财年的盈利增长情况选出了前三家，并将从第一名开始介绍它们。以下是结果：</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>图片来源：Sundry Photography / Shutterstock.com</p>
</div><p><strong>ServiceNow</strong> (NYSE:<strong>NOW</strong>) offers a 360-degree platform that allows businesses to automate manual tasks and assist in monitoring, engagement and operations. Its platform can be used in various industries, including education, government, energy, utilities, financial services and healthcare.</p>
<div class="lb-trans"><p><strong>ServiceNow</strong>（纽交所：<strong>NOW</strong>）提供一个 360 度平台，允许企业自动化手动任务，并协助监控、参与和运营。其平台可应用于包括教育、政府、能源、公用事业、金融服务和医疗保健在内的各行业。</p>
</div><p>To further improve its offering, ServiceNow clients now have access to generative AI through Now Assist, which it says is a good fit for “every workflow.” The service is powered by <strong>Microsoft’s</strong> (NASDAQ:<strong>MSFT</strong>) Co-Pilot and can be used for summarization, content creation, coding and data analytics, among other things.</p>
<div class="lb-trans"><p>为了进一步改进其产品，ServiceNow 客户现在可以通过 Now Assist 访问生成式人工智能，该公司表示这非常适合 “每个工作流程”。该服务由 <strong>微软</strong>（纳斯达克：<strong>MSFT</strong>）的 Co-Pilot 提供支持，可用于摘要、内容创建、编码和数据分析等方面。</p>
</div><p>In 2023, ServiceNow started reaping the benefits of its AI investments. Revenue jumped by 24% year-over-year (YOY), driven by subscription business growth. Contracts exceeding $1 million also increased 33% YOY, while the company ended the year with a 99% renewal rate. Lastly, earnings grew exponentially by 427%.</p>
<div class="lb-trans"><p>2023 年，ServiceNow 开始收获其人工智能投资的成果。收入同比增长 24%，由订阅业务增长推动。超过 100 万美元的合同也同比增长 33%，公司年终续约率达到 99%。最后，盈利增长了 427%。</p>
</div><p>Furthermore, its Q2 2024 report indicates it still has gas in the tank. ServiceNow exceeded revenue and profitability guidance, which led to its increasing full-year subscription outlook from 20.5% to 22% on the high end. CEO Bill McDermott said:</p>
<blockquote>
</blockquote>
<div class="lb-trans"><p>此外，其 2024 年第二季度报告显示其仍有潜力。ServiceNow 超出了收入和盈利能力的指导预期，这导致其将全年订阅业务展望从 20.5% 提高到 22% 的高端。首席执行官比尔·麦克德莫特（Bill McDermott）表示：</p>
</div><p>“Our relevance as the AI platform for business transformation remains stronger than ever as CEOs are looking for new vectors of growth, simplification and digitization. ServiceNow intends to reinvent every workflow, in every company, in every industry, with GenAI at the core.”</p>
<div class="lb-trans"><p>“我们作为业务转型的人工智能平台的相关性比以往任何时候都更强，因为首席执行官正在寻找增长、简化和数字化的新途径。ServiceNow 打算以 GenAI 为核心重新设计每个工作流程，每家公司，每个行业。”</p>
</div><p>Its AI partnerships and global expansion efforts have garnered a “strong buy” rating from Wall Street analysts, ranking it as one of the top stocks for exponential growth in the future.</p>
<div class="lb-trans"><p>其人工智能合作伙伴关系和全球扩张努力赢得了华尔街分析师的 “强烈买入” 评级，将其列为未来指数增长的顶级股票之一。</p>
</div><h2>Palo Alto Networks (PANW)</h2>
<div class="lb-trans"><h2>派拓网络（PANW）</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>图片来源：Sundry Photography / Shutterstock.com</p>
</div><p><strong>Palo Alto Networks</strong>(NASDAQ:<strong>PANW</strong>) is an operational technology security solutions leader. The company has embraced AI to enhance its security products, using its proprietary Precision AI, which uses machine learning and deep learning to assist its cybersecurity.</p>
<div class="lb-trans"><p><strong>派拓网络</strong>（纳斯达克：<strong>PANW</strong>）是一家运营技术安全解决方案领导者。该公司已经采用人工智能增强其安全产品，使用其专有的 Precision AI，利用机器学习和深度学习来辅助其网络安全。</p>
</div><p>In 2023, Palo Alto Networks’ revenue increased 25% YOY, rising from $5.5 billion to $6.9 billion. Additionally, the company turned the previous year’s loss of 90 cents per share into a profit of $1.45, a 261% improvement.</p>
<div class="lb-trans"><p>2023 年，派拓网络的收入同比增长 25%，从 55 亿美元增至 69 亿美元。此外，该公司将上一年每股 90 美分的亏损转为每股 1.45 美元的盈利，提高了 261%。</p>
</div><p>The excellent financial performance and expert approval make Palo Alto Networks one of the best AI stocks to consider now. Wall Street analysts agree that the consensus rating for PANW stock is a “strong buy.”</p>
<div class="lb-trans"><p>出色的财务表现和专家认可使派拓网络成为目前最佳的人工智能股票之一。华尔街分析师一致认为 PANW 股票的评级为 “强烈买入”。</p>
</div><h2>Dayforce (DAY)</h2>
<div class="lb-trans"><h2>Dayforce（DAY）</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</p>
<div class="lb-trans"><p>图片来源：Shutterstock</p>
</div><p><strong>Dayforce</strong> (NYSE:<strong>DAY</strong>) is a software company offering solutions for human capital management needs. These needs include payroll, workforce planning, benefits tracking and other related business processes.</p>
<div class="lb-trans"><p><strong>Dayforce</strong>（纽交所：<strong>DAY</strong>）是一家提供人力资本管理解决方案的软件公司。这些解决方案包括工资单、人力规划、福利跟踪和其他相关业务流程。</p>
</div><p>Some of the company’s software offerings include:</p>
<ul>
<li><strong>Powerpay</strong>: A cloud HR and payroll solution for the Canadian small business market.</li>
<li><strong>Dayforce Human Resources</strong>: Provides an internal repository of HR-related records.</li>
<li><strong>Dayforce Workforce Management</strong>: Helps organize workforces by configuring the system to meet complex employment and working time rules and policies.</li>
<li><strong>Dayforce Wallet</strong>: A digital payment solution that gives employees instant access to their net earnings.</li>
</ul>
<div class="lb-trans"><p>该公司的一些软件产品包括：</p>
<ul>
<li><strong>Powerpay</strong>：加拿大小企业市场的云端人力资源和工资解决方案。</li>
<li><strong>Dayforce 人力资源</strong>：提供 HR 相关记录的内部存储库。</li>
<li><strong>Dayforce 劳动力管理</strong>：通过配置系统以符合复杂的就业和工作时间规则和政策来帮助组织劳动力。</li>
<li><strong>Dayforce 钱包</strong>：一种数字支付解决方案，使员工可以立即访问其净收入。</li>
</ul>
</div><p>More notably, Dayforce recently launched Dayforce Co-Pilot, an AI-powered suite for human resources. Its functionality can be divided into three aspects: Answer and Summarize (Q&amp;As, summaries), Create and Refine (generating job descriptions, performance reviews and knowledge base articles) and Automate and Nudge (report generation, automated scheduling, analytics and payroll).</p>
<div class="lb-trans"><p>值得一提的是，Dayforce 最近推出了 Dayforce Co-Pilot，这是一个面向人力资源的人工智能套件。其功能可分为三个方面：回答和总结（问答、摘要）、创建和完善（生成工作描述、绩效评估和知识库文章）以及自动化和提示（报告生成、自动排班、分析和工资单）。</p>
</div><p>In 2023, Dayforce reported a profit of 35 cents per share, a 173% YOY improvement. Revenue is also up 21.5% YOY to $1.5 billion, with recurring revenue growing by 36.3%.</p>
<div class="lb-trans"><p>2023 年，Dayforce 每股盈利为 35 美分，同比增长 173%。收入也同比增长 21.5%，达到 15 亿美元，而重复性收入增长了 36.3%。</p>
</div><p>The company’s 2024 guidance reflects this improvement. Revenue is expected to end somewhere around $1.73 billion — a 15% YOY increase. As a result, it’s no surprise that DAY stock has a consensus “strong buy” rating from 16 analysts.</p>
<div class="lb-trans"><p>公司的 2024 年指引反映了这一改善。预计收入将在 17.3 亿美元左右，同比增长 15%。因此，DAY 股票获得了来自 16 位分析师的一致 “强烈买入” 评级。</p>
</div><p><em>On the date of publication, Rick Orford held a long position in NOW. 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><em>在发布日期，Rick Orford 持有 NOW 的多头头寸。本文中表达的观点属于作者本人，受 InvestorPlace.com 发布指南的约束。</em></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，负责编辑在本文提及的证券中没有任何持仓（直接或间接）</em></p>
</div><p>Rick Orford is a Wall Street Journal best-selling author, investor, influencer, and mentor. His work has appeared in the most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News.</p>
<div class="lb-trans"><p>Rick Orford 是《华尔街日报》畅销书作者、投资者、意见领袖和导师。他的作品曾出现在权威出版物中，包括《早安美国》、《华盛顿邮报》、雅虎财经、MSN、商业内幕、NBC、福克斯、CBS 和 ABC 新闻。</p>
</div><p>Artificial Intelligence, Technology</p>
<div class="lb-trans"><p>人工智能、科技</p>
</div>

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