<p>过去十年中，云技术的快速普及为云计算股票带来了福利。这项技术为企业和个人提供了众多好处，包括增强的可扩展性、效率提升和更低的 IT 成本。随着 GenAI 的出现，这些优势得到了进一步放大，推动了新一波增长，将云计算公司推向新高度。</p>
<p>这些优势本身就为云计算公司提供了充足的持久力，但该行业正处于实现实质性增长的关键时刻。数据显示，目前价值 0.68 万亿美元的云技术市场将在 2029 年达到 1.44 万亿美元。这代表了 16.4% 的复合年增长率（CAGR）。</p>
<p>尽管云计算市场竞争激烈，但主要由少数几家科技公司主导。亚马逊（纳斯达克：AMZN）的 AWS 和微软（纳斯达克：MSFT）的 Azure 控制着超过一半的云技术市场份额。然而，在这些大公司之外，还有许多中型公司显示出长期收益的潜力。以下是三家争夺市场份额的公司。</p>
<h2>赛富时（CRM）</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>在云计算领域，赛富时（纽约证券交易所：CRM）是一家重要的参与者。该公司是该行业的早期开拓者之一，也是最早涉足云技术的公司之一。如今，其客户关系管理（CRM）系统为多个行业提供了至关重要的软件。这包括用于营销和商务的多个沟通渠道，以及数据分析工具。这使赛富时在过去十年中实现了可观的增长。</p>
<p>赛富时在市场上拥有强劲的地位和高增长的商业模式，但其最近的收益表现参差不齐。FY25 财年第一季度每股收益（EPS）为 2.44 美元，超过了预期的每股 2.38 美元。营收同比增长 11% 至 9.13 亿美元，但较分析师预期低 4,000 万美元。公司将宏观经济阻力作为营收下滑的主要原因。</p>
<p>尽管如此，赛富时的长期前景仍然强劲，下跌为投资者提供了良好的买入机会。自 2004 年在公开市场上市以来，该公司一直保持着稳定的销售增长。此外，CRM 工具仍然是许多组织的关键组成部分，作为该领域的领导者，对其平台的需求将维持其增长轨迹。</p>
<p>对于寻求长期投资的投资者来说，CRM 股票是市场上顶尖的云计算股票之一。</p>
<h2>现在服务（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>现在服务（纽约证券交易所：NOW）是一家企业软件制造商，帮助企业轻松处理大量数据。公司可以将其数据存储在其基于人工智能的集中平台上，以支持更具协作性的工作环境并防止数据孤岛。毫无疑问，这家 IT 巨头是人工智能兴起的主要受益者，推动其增长到新高度。这在其令人印象深刻的第二季度数据中表现得非常明显。</p>
<p>现在服务在第二季度取得了几个关键胜利。该期间的订阅收入同比增长 25% 至 25.4 亿美元。这在很大程度上是由于对其 GenAI 云平台的需求，该平台获得了价值超过 100 万美元的 11 份合同。这项业务将成为未来几年的主要增长动力。总收入同比增长 24%，每股收益为 3.13 美元。展望未来，公司预计本季度订阅收入将增长 20%，全年将增长 22%。</p>
<p>凭借强劲的财务状况和丰富的增长前景，NOW 股票有潜力为投资者带来可观的回报。寻求高回报的投资者将把现在服务列为市场上顶尖的云计算股票之一。</p>
<h2>Datadog（DDOG）</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：Karol Ciesluk / Shutterstock.com</p>
<p>Datadog（纳斯达克：DDOG）是一家软件即服务（SaaS）平台，帮助企业通过其基于云的平台管理基础设施。它通过提供实时可见性来帮助公司监视其服务器和数据库，以帮助在问题发生之前解决问题。与许多云计算同行一样，Datadog 利用人工智能，并使用其聊天机器人 Bits AI 来评估潜在问题。</p>
<p>尽管面临宏观经济阻力，该公司多年来取得了一些令人印象深刻的成果。从 2018 年到 2023 年，其复合年增长率为 61%。尽管在 2023 年由于成本控制和行业增长下滑而经历了放缓，但 2024 年正在成为一个强劲的年份。第一季度收入同比增长 27%，超过了分析师的预期，给投资者带来了许多喜悦。展望未来，公司预计持续的势头，并预计全年收入将在 25.9 亿美元至 26.1 亿美元的范围内。</p>
<p>Datadog 的收益预示着公司巨大的上行潜力。虽然股价的前瞻性收益为 69 倍，但其强劲的市场地位和稳健的增长前景可能会维持其增长轨迹。这使 DDOG 成为当今市场上最具吸引力的云计算股票之一。</p>
<p>_在发布日期，Divya Premkumar 在本文中提到的证券中没有（直接或间接）任何头寸。本文中表达的观点属于作者，遵守 InvestorPlace.com 的发布指南。</p>
<p><em>在发布日期，负责编辑在本文中提到的证券中没有（直接或间接）任何头寸。</em></p>
<p>Divya 具有财务和会计背景，在财务规划与分析方面在财富 500 强公司工作过。她是一位热情的读者，喜欢撰写各种主题，包括股票、加密货币、区块链和全球政策。</p>
<p>云计算，科技</p>

现在服务

DDOG

赛富时

云计算

GX中国云算

云计算股指数 ETF - First Trust

亚马逊

<p>在过去十年中，云技术的快速普及推动了云计算股票的增长。预计到 2029 年，云技术市场规模将达到 1.44 万亿美元，复合年增长率为 16.4%。虽然亚马逊的 AWS 和微软的 Azure 主导市场，但 Salesforce、ServiceNow 和 Datadog 等中型公司显示出长期增长潜力。这些公司提供创新解决方案，具有强劲的增长前景，使它们成为云计算领域投资者的首选</p>

<p>The rapid adoption of cloud technologies in the last decade has served as a boon for cloud computing stocks. The technology offers businesses and individuals a plethora of benefits — namely increased scalability, efficiency and lower IT costs. This has been amplified by the emergence of GenAI which spurred a new wave of growth, catapulting cloud computing companies to new heights.</p>
<div class="lb-trans"><p>过去十年中，云技术的快速普及为云计算股票带来了福利。这项技术为企业和个人提供了众多好处，包括增强的可扩展性、效率提升和更低的 IT 成本。随着 GenAI 的出现，这些优势得到了进一步放大，推动了新一波增长，将云计算公司推向新高度。</p>
</div><p>These benefits alone give cloud computing companies plenty of staying power but the industry is poised for substantial growth. Data shows that the market for cloud technologies currently valued at $0.68 trillion will reach $1.44 trillion by 2029. That represents a compound annual growth rate (CAGR) of 16.4%.</p>
<div class="lb-trans"><p>这些优势本身就为云计算公司提供了充足的持久力，但该行业正处于实现实质性增长的关键时刻。数据显示，目前价值 0.68 万亿美元的云技术市场将在 2029 年达到 1.44 万亿美元。这代表了 16.4% 的复合年增长率（CAGR）。</p>
</div><p>While the cloud computing market is a competitive one, it is largely dominated by a few tech companies. <strong>Amazon’s</strong>(NASDAQ:<strong>AMZN</strong>) AWS and <strong>Microsoft’s</strong>(NASDAQ:<strong>MSFT</strong>) Azure control over half of the market share for cloud technologies. However, beyond the big names, there’s a host of mid-sized companies that show promise for long-term gains. Here’s a look at three names vying for a piece of the pie.</p>
<div class="lb-trans"><p>尽管云计算市场竞争激烈，但主要由少数几家科技公司主导。亚马逊（纳斯达克：AMZN）的 AWS 和微软（纳斯达克：MSFT）的 Azure 控制着超过一半的云技术市场份额。然而，在这些大公司之外，还有许多中型公司显示出长期收益的潜力。以下是三家争夺市场份额的公司。</p>
</div><h2>Salesforce (CRM)</h2>
<div class="lb-trans"><h2>赛富时（CRM）</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>When it comes to cloud computing, <strong>Salesforce</strong> (NYSE:<strong>CRM</strong>) is a major player in the space. The company was an early mover in the industry and one of the first companies to dabble in cloud technology. Today, its customer relationship management (CRM) system offers software critical to several industries. This includes several communication channels for marketing and commerce along with data analytics tools. This has led to substantial growth for Salesforce in the last decade.</p>
<div class="lb-trans"><p>在云计算领域，赛富时（纽约证券交易所：CRM）是一家重要的参与者。该公司是该行业的早期开拓者之一，也是最早涉足云技术的公司之一。如今，其客户关系管理（CRM）系统为多个行业提供了至关重要的软件。这包括用于营销和商务的多个沟通渠道，以及数据分析工具。这使赛富时在过去十年中实现了可观的增长。</p>
</div><p>Salesforce holds a strong market position with a high-growth business model but its recent earnings were a mixed bag. Earnings per share (EPS) for the first quarter of FY25 came in at $2.44 beating the estimated $2.38 per share. Revenue grew 11% year-over-year (YOY) to $9.13 million but missed analysts’ expectations by $40 million. The company touted macroeconomic headwinds as a major reason for the dip in revenue.</p>
<div class="lb-trans"><p>赛富时在市场上拥有强劲的地位和高增长的商业模式，但其最近的收益表现参差不齐。FY25 财年第一季度每股收益（EPS）为 2.44 美元，超过了预期的每股 2.38 美元。营收同比增长 11% 至 9.13 亿美元，但较分析师预期低 4,000 万美元。公司将宏观经济阻力作为营收下滑的主要原因。</p>
</div><p>Nevertheless, Salesforce’s long-term prospects remain strong and the dip presents a great buying opportunity. The company has seen consistent sales growth since its public market debut in 2004. Moreover, CRM tools remain a critical component for many organizations and as a leader in the space, demand for its platform will sustain its growth trajectory.</p>
<div class="lb-trans"><p>尽管如此，赛富时的长期前景仍然强劲，下跌为投资者提供了良好的买入机会。自 2004 年在公开市场上市以来，该公司一直保持着稳定的销售增长。此外，CRM 工具仍然是许多组织的关键组成部分，作为该领域的领导者，对其平台的需求将维持其增长轨迹。</p>
</div><p>CRM stock is one of the top cloud computing stocks on the market for investors seeking a long-term play.</p>
<div class="lb-trans"><p>对于寻求长期投资的投资者来说，CRM 股票是市场上顶尖的云计算股票之一。</p>
</div><h2>ServiceNow (NOW)</h2>
<div class="lb-trans"><h2>现在服务（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>) is an enterprise software maker that helps businesses handle large amounts of data with ease. Companies can store their data on its AI-powered centralized platform to support a more collaborative work environment and prevent data silos. Needless to say, the IT giant was a large beneficiary of the emergence of AI which catapulted its growth to new heights. This was fairly evident in its impressive second-quarter numbers.</p>
<div class="lb-trans"><p>现在服务（纽约证券交易所：NOW）是一家企业软件制造商，帮助企业轻松处理大量数据。公司可以将其数据存储在其基于人工智能的集中平台上，以支持更具协作性的工作环境并防止数据孤岛。毫无疑问，这家 IT 巨头是人工智能兴起的主要受益者，推动其增长到新高度。这在其令人印象深刻的第二季度数据中表现得非常明显。</p>
</div><p>ServiceNow delivered several key wins in Q2. Subscription revenues for the period climbed 25% YOY to $2.54 billion. This was largely fueled by the demand for its GenAI cloud platform that secured 11 contracts worth over $1 million. This business will serve as a major growth tailwind in the coming years. Total revenue rose by 24% with earnings at $3.13 per share. Looking ahead, the company anticipates a 20% increase in subscription revenue for the current quarter and a 22% increase for the full year.</p>
<div class="lb-trans"><p>现在服务在第二季度取得了几个关键胜利。该期间的订阅收入同比增长 25% 至 25.4 亿美元。这在很大程度上是由于对其 GenAI 云平台的需求，该平台获得了价值超过 100 万美元的 11 份合同。这项业务将成为未来几年的主要增长动力。总收入同比增长 24%，每股收益为 3.13 美元。展望未来，公司预计本季度订阅收入将增长 20%，全年将增长 22%。</p>
</div><p>With strong financials and plenty of growth prospects, NOW stock has the potential to generate mouth-watering returns for investors in the long haul. Investors seeking a high-reward play will put ServiceNow among the top cloud computing stocks on the market.</p>
<div class="lb-trans"><p>凭借强劲的财务状况和丰富的增长前景，NOW 股票有潜力为投资者带来可观的回报。寻求高回报的投资者将把现在服务列为市场上顶尖的云计算股票之一。</p>
</div><h2>Datadog (DDOG)</h2>
<div class="lb-trans"><h2>Datadog（DDOG）</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: Karol Ciesluk / Shutterstock.com</p>
<div class="lb-trans"><p>图片来源：Karol Ciesluk / Shutterstock.com</p>
</div><p><strong>Datadog</strong>(NASDAQ:<strong>DDOG</strong>) is a software-as-a-service (SaaS) platform that helps businesses manage their infrastructure through its cloud-based platform. It does this by providing real-time visibility on the company’s servers and databases to help troubleshoot problems before they occur. Like many of its cloud computing peers, Datadog leverages AI and uses its chatbot Bits AI to assess potential issues.</p>
<div class="lb-trans"><p>Datadog（纳斯达克：DDOG）是一家软件即服务（SaaS）平台，帮助企业通过其基于云的平台管理基础设施。它通过提供实时可见性来帮助公司监视其服务器和数据库，以帮助在问题发生之前解决问题。与许多云计算同行一样，Datadog 利用人工智能，并使用其聊天机器人 Bits AI 来评估潜在问题。</p>
</div><p>Despite facing macroeconomic headwinds, the company has managed to put up some impressive results over the years. Its CAGR from 2018 to 2023 was 61%. Although it experienced a slowdown in 2023 as it reined in costs amidst declining industry growth, 2024 is shaping up to be a strong year. Revenue in Q1 grew 27% YOY and beat analysts’ estimates, giving investors plenty to celebrate. Looking ahead, the company anticipates continued momentum and expects full-year revenue to fall in the $2.59 billion to $2.61 billion range.</p>
<div class="lb-trans"><p>尽管面临宏观经济阻力，该公司多年来取得了一些令人印象深刻的成果。从 2018 年到 2023 年，其复合年增长率为 61%。尽管在 2023 年由于成本控制和行业增长下滑而经历了放缓，但 2024 年正在成为一个强劲的年份。第一季度收入同比增长 27%，超过了分析师的预期，给投资者带来了许多喜悦。展望未来，公司预计持续的势头，并预计全年收入将在 25.9 亿美元至 26.1 亿美元的范围内。</p>
</div><p>Datadog’s earnings signal massive upside potential for the company. While the stock isn’t cheap at 69 times forward earnings, its strong market position and solid growth prospects are likely to sustain its growth trajectory. This makes DDOG one of the most compelling cloud computing stocks on the market today.</p>
<div class="lb-trans"><p>Datadog 的收益预示着公司巨大的上行潜力。虽然股价的前瞻性收益为 69 倍，但其强劲的市场地位和稳健的增长前景可能会维持其增长轨迹。这使 DDOG 成为当今市场上最具吸引力的云计算股票之一。</p>
</div><p><em>On the date of publication, Divya Premkumar did not have (either directly or indirectly) any positions in the securities mentioned in this article. 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>_在发布日期，Divya Premkumar 在本文中提到的证券中没有（直接或间接）任何头寸。本文中表达的观点属于作者，遵守 InvestorPlace.com 的发布指南。</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，负责编辑在本文中提到的证券中没有（直接或间接）任何头寸。</em></p>
</div><p>Divya has a background in finance and accounting and has worked in FP&amp;A roles at Fortune 500 companies. She is an avid reader and enjoys writing on a variety of topics including stocks, crypto, blockchain and global policy.</p>
<div class="lb-trans"><p>Divya 具有财务和会计背景，在财务规划与分析方面在财富 500 强公司工作过。她是一位热情的读者，喜欢撰写各种主题，包括股票、加密货币、区块链和全球政策。</p>
</div><p>Cloud, Technology</p>
<div class="lb-trans"><p>云计算，科技</p>
</div>

目前最热门的云计算股票有哪些？3 个顶级推荐