<p>人工智能和云计算时代导致公司向这一领域投入数十亿美元。云计算服务提供商受益于人工智能热潮，他们提供云基础设施，用于运行人工智能系统。公司成功地节省了数百万美元的数据中心成本，一些最大的科技巨头正在积极建设新的数据中心，以满足不断增长的需求。这需要关注今年的顶级云计算股票。</p>
<p>随着人工智能的采用，需要更高的云计算容量。该行业正处于巨大增长的势头，尽管竞争加剧，但仍有少数公司继续主导市场。如果您想充分利用对云计算的需求，以下是今年应该加入投资组合的三只云计算股票。这些是该行业中最有前景的股票。</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="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>来源：NYCStock / Shutterstock.com</p>
<p>作为顶级科技公司之一，<strong>微软</strong>（NASDAQ：<strong>MSFT</strong>）以创新闻名，是科技领域的领导者。作为全球市值最高的公司，微软正在充分利用人工智能和云计算。其对人工智能的投资已经开始见效，公司最主要的收入来源是云计算领域。</p>
<p>今年以来上涨了 7% 的微软股票，目前交易价格为 402 美元，远低于 52 周最高价 468 美元。我认为当前的回调是抓住这只高质量股票的机会。</p>
<p>在最近的季度业绩中，公司实现了营收同比增长 15%，达到 647 亿美元，净利润增长 10%，达到 220 亿美元。每股收益为 2.95 美元，比去年增长 10%。云计算业务贡献了 285 亿美元的收入，同比增长 29%。</p>
<p>虽然低于公司预期的 30% 至 31% 增长，但仍然令人印象深刻。从更大的角度来看，微软在云计算领域处于领先地位，我相信它将继续受益于对 Azure 的快速需求。在人工智能和云计算方面，微软继续主导市场。</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>来源：Sundry Photography / Shutterstock.com</p>
<p><strong>ServiceNow</strong>（NYSE：<strong>NOW</strong>）提供允许用户将其数据迁移到云端的软件。它还拥有支持解决方案的数据中心。与其他公司不同，它并不是去年才开始投资人工智能，而是多年来一直在进行投资，这项投资现在开始见效。</p>
<p>我将这只股票列入榜单的一个原因是其订阅收入和高续约率。ServiceNow 拥有令人羡慕的 98% 续约率。在最近一个季度，其订阅收入增长 23%，达到 25 亿美元，当前的未履行绩效义务达到 88 亿美元，增长 22%。</p>
<p>在一个出色的季度之后，管理层将全年订阅收入指导提高到 106 亿美元，力争同比增长 22%。尽管其估值在过去一年中显著增加，但我现在喜欢这只股票，因为其强劲的运营利润率、现金流和令人印象深刻的客户群。ServiceNow 过去独立销售其产品，但最近已与微软和 <strong>Nvidia</strong>（NASDAQ：<strong>NVDA</strong>）合作开发生成式人工智能工具。</p>
<p>该公司在季度内签署了 11 份价值超过 100 万美元的 Pro Plus 产品交易。该公司已扩展至中东，并将推出 ServiceNow UAE，以满足当地公司的需求。NOW 股票目前交易价格为 800 美元，今年以来上涨 12%，全年上涨 12%。</p>
<h2>甲骨文（ORCL）</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>来源：Jer123 / Shutterstock.com</p>
<p><strong>甲骨文</strong>（NASDAQ：<strong>ORCL</strong>）是一个经历过市场起伏的传统企业。随着对人工智能的不断投资，甲骨文正在成为行业领导者。它已经建设了 100 个数据中心，并与微软合作。</p>
<p>甲骨文还与 <strong>OpenAI</strong> 合作，扩展微软 Azure 平台，并为 OpenAI 提供额外容量。除了微软，甲骨文还与 <strong>Palantir</strong>（NYSE：<strong>PLTR</strong>）和行业领先的 Nvidia 合作。</p>
<p>在最近的季度中，甲骨文的营收同比增长 3%，达到 143 亿美元，云基础设施收入同比增长 42%，达到 20 亿美元。在第三季度和第四季度，该公司签署了其历史上规模最大的销售合同，受到云和人工智能大型语言模型需求的推动。仅第四季度，它就成功签署了超过 30 个价值超过 120 亿美元的人工智能合同。</p>
<p>甲骨文已经确立了自己在云领域的领导地位。其剩余绩效义务达到 980 亿美元，显示了其在竞争激烈的行业中的实力。今年以来上涨 22% 的甲骨文股票目前交易价格为 129 美元，享有 1.2% 的股息率。</p>
<p>甲骨文与财富 500 强公司的牢固关系使其能够销售其人工智能解决方案和云专业知识。</p>
<p>_在本文发布日期，Vandita Jadeja 未持有（直接或间接）本文提到的任何证券头寸。本文中表达的观点属于作者个人，受到 InvestorPlace.com 发布指南的约束。</p>
<p>_在本文发布日期，负责编辑持有 NVDA 和 PLTR 的多头头寸。</p>
<p>Vandita Jadeja 是注册会计师和自由职业财务撰稿人，热爱阅读和撰写股票相关内容。她坚信长期持有股票会带来长期收益。她对文字和数字的了解帮助她撰写清晰的股票分析。</p>
<p>技术、云计算</p>

现在服务

甲骨文

微软

<p>人工智能和云计算时代已经导致该领域的重大投资。这需要关注今年的顶级云计算股票。微软、ServiceNow 和甲骨文是在这一领域领先的三家公司。微软凭借其云计算业务主导市场，而 ServiceNow 提供软件并拥有较高的续约率。甲骨文正在建设数据中心并与行业领军企业合作。这些股票为投资者提供了有前途的机会</p>

<p>This era of artificial intelligence and cloud computing has led to companies pouring billions into the segment. Cloud computing service providers have benefitted from the AI hype, where they provide the cloud infrastructure where AI systems can be used. Companies have successfully managed to save millions in data center costs, and some of the biggest tech giants are aggressively building new data centers to cater to the rising demand. This calls for a focus on the top cloud computing stocks of the year.</p>
<div class="lb-trans"><p>人工智能和云计算时代导致公司向这一领域投入数十亿美元。云计算服务提供商受益于人工智能热潮，他们提供云基础设施，用于运行人工智能系统。公司成功地节省了数百万美元的数据中心成本，一些最大的科技巨头正在积极建设新的数据中心，以满足不断增长的需求。这需要关注今年的顶级云计算股票。</p>
</div><p>With the adoption of AI, higher cloud capacity will be required. The industry is poised for massive growth, and despite the rising competition, a few companies continue to rule it. If you want to make the most of the demand for cloud computing, here are three cloud computing stocks to add to your portfolio this year. These are some of the most promising stocks in the industry.</p>
<div class="lb-trans"><p>随着人工智能的采用，需要更高的云计算容量。该行业正处于巨大增长的势头，尽管竞争加剧，但仍有少数公司继续主导市场。如果您想充分利用对云计算的需求，以下是今年应该加入投资组合的三只云计算股票。这些是该行业中最有前景的股票。</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: NYCStock / Shutterstock.com</p>
<div class="lb-trans"><p>来源：NYCStock / Shutterstock.com</p>
</div><p>One of the top tech companies, <strong>Microsoft</strong> (NASDAQ: <strong>MSFT</strong>) is known for innovation and is a leader in the tech space. The most valuable company in the world, Microsoft is making the most of AI and cloud computing. Its investment in AI is already paying off, and the company’s most significant revenue generator is the cloud computing segment.</p>
<div class="lb-trans"><p>作为顶级科技公司之一，<strong>微软</strong>（NASDAQ：<strong>MSFT</strong>）以创新闻名，是科技领域的领导者。作为全球市值最高的公司，微软正在充分利用人工智能和云计算。其对人工智能的投资已经开始见效，公司最主要的收入来源是云计算领域。</p>
</div><p>Up 7% year-to-date, Microsoft stock is exchanging hands for $402 and is trading much lower than the 52-week high of $468. I believe the current dip is a chance to pounce on this high-quality stock.</p>
<div class="lb-trans"><p>今年以来上涨了 7% 的微软股票，目前交易价格为 402 美元，远低于 52 周最高价 468 美元。我认为当前的回调是抓住这只高质量股票的机会。</p>
</div><p>In the recent quarterly results, the company saw a 15% year-over-year increase in revenue to $64.7 billion and a 10% jump in net income to $22 billion. Earnings per share came in at $2.95, up 10% from last year. The cloud segment accounted for a revenue of $28.5 billion, which saw a 29% jump.</p>
<div class="lb-trans"><p>在最近的季度业绩中，公司实现了营收同比增长 15%，达到 647 亿美元，净利润增长 10%，达到 220 亿美元。每股收益为 2.95 美元，比去年增长 10%。云计算业务贡献了 285 亿美元的收入，同比增长 29%。</p>
</div><p>While it was below the firm’s guidance of a 30% to 31% increase, it is still impressive. If you look at the bigger picture, Microsoft is leading the cloud computing segment, and I believe it will continue to benefit from the rapid demand for Azure. Regarding AI and cloud computing, Microsoft continues to dominate the market.</p>
<div class="lb-trans"><p>虽然低于公司预期的 30% 至 31% 增长，但仍然令人印象深刻。从更大的角度来看，微软在云计算领域处于领先地位，我相信它将继续受益于对 Azure 的快速需求。在人工智能和云计算方面，微软继续主导市场。</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>) offers software that allows consumers to migrate their data to the cloud. It also owns data centers that support the solutions. Unlike other companies, it didn’t start investing in AI last year but has been investing in it for many years, and this investment has begun to reap benefits now.</p>
<div class="lb-trans"><p><strong>ServiceNow</strong>（NYSE：<strong>NOW</strong>）提供允许用户将其数据迁移到云端的软件。它还拥有支持解决方案的数据中心。与其他公司不同，它并不是去年才开始投资人工智能，而是多年来一直在进行投资，这项投资现在开始见效。</p>
</div><p>The one reason I put this stock on the list is its subscription revenue and the high renewable rate. ServiceNow has an enviable renewal rate of 98%. In the recent quarter, it saw a 23% jump in subscription revenue to $2.5 billion, and the current outstanding performance obligations stood at $8.8 billion, up 22%.</p>
<div class="lb-trans"><p>我将这只股票列入榜单的一个原因是其订阅收入和高续约率。ServiceNow 拥有令人羡慕的 98% 续约率。在最近一个季度，其订阅收入增长 23%，达到 25 亿美元，当前的未履行绩效义务达到 88 亿美元，增长 22%。</p>
</div><p>After a stellar quarter, the management raised the full-year subscription revenue guidance to $10.6 billion, aiming for a 22% year-over-year growth. While its valuation has significantly increased over the past year, I like the stock now because of its strong operating margin, cash flow, and impressive clientele. ServiceNow used to sell its product independently earlier but has recently partnered with Microsoft and <strong>Nvidia</strong>(NASDAQ:<strong>NVDA</strong>) to develop generative AI tools.</p>
<div class="lb-trans"><p>在一个出色的季度之后，管理层将全年订阅收入指导提高到 106 亿美元，力争同比增长 22%。尽管其估值在过去一年中显著增加，但我现在喜欢这只股票，因为其强劲的运营利润率、现金流和令人印象深刻的客户群。ServiceNow 过去独立销售其产品，但最近已与微软和 <strong>Nvidia</strong>（NASDAQ：<strong>NVDA</strong>）合作开发生成式人工智能工具。</p>
</div><p>It managed to sign 11 deals for its product, Pro Plus, worth over $1 million in the quarter. The company has expanded to the Middle East and will launch ServiceNow UAE to cater to the companies there. Exchanging hands for $800, NOW stock is up 12% YTD and 12% this year.</p>
<div class="lb-trans"><p>该公司在季度内签署了 11 份价值超过 100 万美元的 Pro Plus 产品交易。该公司已扩展至中东，并将推出 ServiceNow UAE，以满足当地公司的需求。NOW 股票目前交易价格为 800 美元，今年以来上涨 12%，全年上涨 12%。</p>
</div><h2>Oracle (ORCL)</h2>
<div class="lb-trans"><h2>甲骨文（ORCL）</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: Jer123 / Shutterstock.com</p>
<div class="lb-trans"><p>来源：Jer123 / Shutterstock.com</p>
</div><p><strong>Oracle</strong> (NASDAQ:<strong>ORCL</strong>) is a legacy business that has seen several market ups and downs. With growing investment in AI, Oracle is on its way to becoming an industry leader. It is already building 100 data centers and has partnered with Microsoft.</p>
<div class="lb-trans"><p><strong>甲骨文</strong>（NASDAQ：<strong>ORCL</strong>）是一个经历过市场起伏的传统企业。随着对人工智能的不断投资，甲骨文正在成为行业领导者。它已经建设了 100 个数据中心，并与微软合作。</p>
</div><p>Oracle has also partnered with <strong>OpenAI</strong> to expand the Microsoft Azure platform and provide additional capacity for OpenAI. Besides Microsoft, Oracle has partnerships with <strong>Palantir</strong>(NYSE:<strong>PLTR</strong>) and industry leader Nvidia.</p>
<div class="lb-trans"><p>甲骨文还与 <strong>OpenAI</strong> 合作，扩展微软 Azure 平台，并为 OpenAI 提供额外容量。除了微软，甲骨文还与 <strong>Palantir</strong>（NYSE：<strong>PLTR</strong>）和行业领先的 Nvidia 合作。</p>
</div><p>In the recent quarter, Oracle saw a 3% YOY rise in revenue to $14.3 billion and cloud infrastructure revenue jumped 42% YOY to $2 billion. In the third and the fourth quarter, the company signed the largest sales contracts in its history, driven by the demand for cloud and AI large language models. For the fourth quarter alone, it managed to ink over 30 AI-centric contracts worth more than $12 billion.</p>
<div class="lb-trans"><p>在最近的季度中，甲骨文的营收同比增长 3%，达到 143 亿美元，云基础设施收入同比增长 42%，达到 20 亿美元。在第三季度和第四季度，该公司签署了其历史上规模最大的销售合同，受到云和人工智能大型语言模型需求的推动。仅第四季度，它就成功签署了超过 30 个价值超过 120 亿美元的人工智能合同。</p>
</div><p>Oracle has established itself as a leader in the cloud segment. Its remaining performance obligations at $98 billion show its strength amid the competitive industry. Up 22% YTD, Oracle stock is exchanging hands for $129 and enjoys a dividend yield of 1.2%.</p>
<div class="lb-trans"><p>甲骨文已经确立了自己在云领域的领导地位。其剩余绩效义务达到 980 亿美元，显示了其在竞争激烈的行业中的实力。今年以来上涨 22% 的甲骨文股票目前交易价格为 129 美元，享有 1.2% 的股息率。</p>
</div><p>Oracle’s strong relationships with Fortune 500 companies allow it to sell its AI solutions and cloud expertise.</p>
<div class="lb-trans"><p>甲骨文与财富 500 强公司的牢固关系使其能够销售其人工智能解决方案和云专业知识。</p>
</div><p><em>On the date of publication, Vandita Jadeja did not hold (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 Publishing Guidelines</em>.</p>
<div class="lb-trans"><p>_在本文发布日期，Vandita Jadeja 未持有（直接或间接）本文提到的任何证券头寸。本文中表达的观点属于作者个人，受到 InvestorPlace.com 发布指南的约束。</p>
</div><p><em>On the date of publication, the responsible editor held a LONG position in NVDA and PLTR.</em></p>
<div class="lb-trans"><p>_在本文发布日期，负责编辑持有 NVDA 和 PLTR 的多头头寸。</p>
</div><p>Vandita Jadeja is a CPA and a freelance financial copywriter who loves to read and write about stocks. She believes in buying and holding for long term gains. Her knowledge of words and numbers helps her write clear stock analysis.</p>
<div class="lb-trans"><p>Vandita Jadeja 是注册会计师和自由职业财务撰稿人，热爱阅读和撰写股票相关内容。她坚信长期持有股票会带来长期收益。她对文字和数字的了解帮助她撰写清晰的股票分析。</p>
</div><p>Technology, Cloud</p>
<div class="lb-trans"><p>技术、云计算</p>
</div>

The Sky’s the Limit for These 3 Cloud Computing Stocks in 2024

- 云计算服务提供商受益于人工智能热潮，成功节省数百万数据中心成本，一些科技巨头积极建设新数据中心以满足不断增长的需求。
- Microsoft（MSFT）利用人工智能和云计算，收入主要来自云计算领域，股价较 52 周高点$468 低，目前为$402，年初涨幅 7%。
- ServiceNow（NOW）订阅收入和高续订率令人瞩目，最近季度订阅收入增长 23% 至 25 亿美元，全年订阅收入指引提升至 106 亿美元，股价涨幅 12%。
- Oracle（ORCL）云基础设施收入同比增长 42%，签署超过 30 亿美元的人工智能合同，股价涨幅 22%，交易价格为 129 美元，股息率 1.2%。

2024 年，这三只云计算股票前景广阔