<p>随着我们进入数字时代的深入，增强现实（AR）继续成为重塑众多行业的关键技术。AR 市场正处于蓬勃发展阶段。行业分析师预测，随着企业和消费者都认识到 AR 技术提升用户体验和运营效率的潜力，对 AR 应用的需求将激增。</p>
<p>AR 市场在 2023 年价值 572.6 亿美元，并预计将以 39.8% 的复合年增长率增长至 2030 年。增长预计将受到游戏、媒体、娱乐等领域的采用增加以及在医疗保健、物流和制造等领域应用扩大的推动。</p>
<p>该行业仍处于起步阶段，投资 AR 股票可以为投资者带来可观回报。进入 2024 年 8 月，以下是三家 AR 股票，被认为是那些希望投资即将改变数字领域技术的人的首选。</p>
<h2>Unity（U）</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：viewimage / Shutterstock.com</p>
<p><strong>Unity</strong>（纽交所：<strong>U</strong>）已将增强现实整合到其平台中，增强了开发人员创建沉浸式 AR 体验的实用性。通过其 Unity Engine，该公司支持 AR 游戏和应用程序的开发，利用实时 3D 渲染和互动内容创建等功能。</p>
<p>该公司不仅在增强其现有 AR 工具，还与重要合作伙伴合作，以扩大其影响力和应用范围。一个显著的合作伙伴关系包括与 <strong>苹果</strong>（纳斯达克：<strong>AAPL</strong>）合作支持 iOS AR 应用程序的开发，突显了 Unity 致力于保持在 AR 技术进步前沿的承诺。</p>
<p>Unity 的股价在 2024 年继续下跌，跟随近几个季度的表现不佳。然而，任命了一位新 CEO，曾是艺电公司的 Matthew Bromberg，标志着旨在稳定公司的战略转变。</p>
<p>该公司的股价目前交易于有吸引力的估值水平，为具有长期投资视野的投资者提供了良好的入场点。该股票的前瞻市盈率为 19 倍，低于行业中位数的 23 倍。</p>
<h2>PTC（PTC）</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：Yuriy Golub / Shutterstock.com</p>
<p><strong>PTC</strong>（纳斯达克：<strong>PTC</strong>）在增强现实方面取得了重大进展，作为其工业部门数字化转型战略的一部分。PTC 的 Vuforia 平台是其 AR 业务的核心，提供先进工具，使企业能够创建增强现实体验，增强产品设计、制造和服务流程。</p>
<p>PTC 于 2024 年第三季度财报发布于 7 月 31 日。公司当季每股收益为 0.98 美元，超出预期 0.02 美元。然而，5.18 亿美元的营收同比下降了 4.37%。尽管宏观环境具有挑战性，但 PTC 保持了强劲的销售渠道，并确认了其战略重点和运营效率的承诺。</p>
<p>PTC 的跨销售机会最大化战略，特别是与 ServiceMax 的合作，有望推动未来增长。公司的财务表现仍然强劲，收入和利润显著增加，使其成为一个引人注目的增强现实股票。尽管 PTC 的股价高于行业中位数，但公司一直表现优于同行，并具有更好的增长前景，以证明更高的估值。</p>
<h2>Adobe（ADBE）</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：Tattoboo / Shutterstock</p>
<p><strong>Adobe</strong>（纳斯达克：<strong>ADBE</strong>）以其强大的创意软件套件而闻名，但其进军增强现实领域正在为下一个数字创新时代奠定基础。通过推出 Adobe Aero，一个用户友好的 AR 创作工具，Adobe 正在积极整合 AR 技术到设计师和开发人员的创意过程中。</p>
<p>此外，该公司还在其软件套件中整合了人工智能。推出 Adobe Firefly 和 Acrobat AI Assistant 等工具标志着功能的显著增强，吸引了新用户，并鼓励现有客户升级。</p>
<p>这些整合的财务影响值得关注。Adobe 最近的收益显示了强劲的 10% 同比增长，数字媒体部门的净新增年化重复收入达到 4.87 亿美元。这种增长不仅证明了 Adobe 的创新优势，也证明了市场对尖端数字工具的热情接受。</p>
<p>战略合作伙伴关系和对工具的持续改进突显了 Adobe 致力于保持在创意软件行业的领先地位。通过不断发展其人工智能产品，Adobe 不仅保持其相关性，还增强了对更广泛人群的吸引力，从个人创意者到大型企业。</p>
<p><em>在发布日期，Mohammed Saqib 未持有（直接或间接）本文提及证券的任何头寸。</em> _本文中表达的观点属于作者个人，遵守 InvestorPlace.com 的发布准则。</p>
<p><em>在发布日期，负责编辑持有 AAPL 的多头头寸。</em></p>
<p>Mohammed Saqib 是一位研究分析员，具有股票研究和财务建模经验。他广泛涵盖科技行业上市股票，使用基本分析作为他方法的基石。目前正在攻读金融硕士学位，Saqib 致力于获得 CFA 特许资格，以进一步增进他在该领域的专业知识。</p>

ADBE

PTC公司

<p>AR 市场预计将以 39.8% 的复合年增长率增长至 2030 年，受到游戏、媒体、娱乐等领域的增加采用以及在医疗保健、物流和制造业中扩展应用的推动。投资于 Unity（U）、PTC（PTC）和 Adobe（ADBE）等 AR 股票可能会为投资者带来可观的回报。Unity 正在将 AR 整合到其平台中，PTC 正在在工业领域的 AR 方面取得进展，而 Adobe 正在推出用户友好的 AR 创作工具</p>

<p>As we advance further into the digital age, augmented reality (AR) continues to emerge as a pivotal technology reshaping numerous industries. The AR market is ripe for significant growth. Industry analysts predict a surge in demand for AR applications as both enterprises and consumers recognize its potential to enhance user experiences and operational efficiencies.</p>
<div class="lb-trans"><p>随着我们进入数字时代的深入，增强现实（AR）继续成为重塑众多行业的关键技术。AR 市场正处于蓬勃发展阶段。行业分析师预测，随着企业和消费者都认识到 AR 技术提升用户体验和运营效率的潜力，对 AR 应用的需求将激增。</p>
</div><p>The AR market was valued at $57.26 billion in 2023 and is projected to grow at a CAGR of 39.8% until 2030. The growth is expected to be driven by increased adoption in sectors like gaming, media, and entertainment, as well as expanding applications in healthcare, logistics, and manufacturing.</p>
<div class="lb-trans"><p>AR 市场在 2023 年价值 572.6 亿美元，并预计将以 39.8% 的复合年增长率增长至 2030 年。增长预计将受到游戏、媒体、娱乐等领域的采用增加以及在医疗保健、物流和制造等领域应用扩大的推动。</p>
</div><p>The industry is still in its nascent stages, and investing in AR stocks can generate substantial returns for investors. Heading into August 2024, here are three AR stocks that stand out as top picks for those looking to invest in a technology that’s set to transform the digital landscape.</p>
<div class="lb-trans"><p>该行业仍处于起步阶段，投资 AR 股票可以为投资者带来可观回报。进入 2024 年 8 月，以下是三家 AR 股票，被认为是那些希望投资即将改变数字领域技术的人的首选。</p>
</div><h2>Unity (U)</h2>
<div class="lb-trans"><h2>Unity（U）</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: viewimage / Shutterstock.com</p>
<div class="lb-trans"><p>来源：viewimage / Shutterstock.com</p>
</div><p><strong>Unity</strong>(NYSE: <strong>U</strong>) has been integrating augmented reality into its platform, enhancing its utility for developers creating immersive AR experiences. Through its Unity Engine, the company supports the development of AR games and applications, utilizing features like real-time 3D rendering and interactive content creation.</p>
<div class="lb-trans"><p><strong>Unity</strong>（纽交所：<strong>U</strong>）已将增强现实整合到其平台中，增强了开发人员创建沉浸式 AR 体验的实用性。通过其 Unity Engine，该公司支持 AR 游戏和应用程序的开发，利用实时 3D 渲染和互动内容创建等功能。</p>
</div><p>The company is not only enhancing its existing AR tools but also forging significant partnerships to expand its reach and application. A notable collaboration includes working with <strong>Apple</strong> (NASDAQ:<strong>AAPL</strong>) to support the development of iOS AR apps, highlighting Unity’s commitment to staying at the forefront of technological advancements in AR.</p>
<div class="lb-trans"><p>该公司不仅在增强其现有 AR 工具，还与重要合作伙伴合作，以扩大其影响力和应用范围。一个显著的合作伙伴关系包括与 <strong>苹果</strong>（纳斯达克：<strong>AAPL</strong>）合作支持 iOS AR 应用程序的开发，突显了 Unity 致力于保持在 AR 技术进步前沿的承诺。</p>
</div><p>Unity’s stock price has continued to tumble in 2024, following a disappointing performance in recent quarters. However, the appointment of a new CEO, Matthew Bromberg, who was part of Electronic Arts, marks a strategic shift aiming to stabilize the company.</p>
<div class="lb-trans"><p>Unity 的股价在 2024 年继续下跌，跟随近几个季度的表现不佳。然而，任命了一位新 CEO，曾是艺电公司的 Matthew Bromberg，标志着旨在稳定公司的战略转变。</p>
</div><p>The company’s stock is currently trading at an attractive valuation, which provides a good entry point for investors with a long-term time horizon. The stock is trading at a forward P/E of 19x, which is lower than the sector median of 23x.</p>
<div class="lb-trans"><p>该公司的股价目前交易于有吸引力的估值水平，为具有长期投资视野的投资者提供了良好的入场点。该股票的前瞻市盈率为 19 倍，低于行业中位数的 23 倍。</p>
</div><h2>PTC (PTC)</h2>
<div class="lb-trans"><h2>PTC（PTC）</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: Yuriy Golub / Shutterstock.com</p>
<div class="lb-trans"><p>来源：Yuriy Golub / Shutterstock.com</p>
</div><p><strong>PTC</strong>(NASDAQ: <strong>PTC</strong>) is making significant strides in augmented reality as part of its digital transformation strategy for industrial sectors. PTC’s Vuforia platform is at the core of its AR operations, providing advanced tools that enable enterprises to create immersive AR experiences that enhance product design, manufacturing, and service processes.</p>
<div class="lb-trans"><p><strong>PTC</strong>（纳斯达克：<strong>PTC</strong>）在增强现实方面取得了重大进展，作为其工业部门数字化转型战略的一部分。PTC 的 Vuforia 平台是其 AR 业务的核心，提供先进工具，使企业能够创建增强现实体验，增强产品设计、制造和服务流程。</p>
</div><p>PTC reported its Q3 2024 earnings on July 31. The company posted an EPS of $0.98 for the quarter, beating expectations by $0.02. However, the revenue of $518 million was down 4.37% year-over-year (YoY). Despite a challenging macro environment, PTC maintained a solid pipeline and confirmed its commitment to strategic priorities and operational effectiveness.</p>
<div class="lb-trans"><p>PTC 于 2024 年第三季度财报发布于 7 月 31 日。公司当季每股收益为 0.98 美元，超出预期 0.02 美元。然而，5.18 亿美元的营收同比下降了 4.37%。尽管宏观环境具有挑战性，但 PTC 保持了强劲的销售渠道，并确认了其战略重点和运营效率的承诺。</p>
</div><p>PTC’s strategy to maximize cross-selling opportunities, particularly with ServiceMax, is poised to drive future growth. The company’s financial performance remains strong, with notable increases in revenue and earnings, which makes it a compelling augmented reality stock to buy. Although the PTC is trading at a premium to the sector median, the company has continued to perform better than its peers and has better growth prospects to justify the higher valuation.</p>
<div class="lb-trans"><p>PTC 的跨销售机会最大化战略，特别是与 ServiceMax 的合作，有望推动未来增长。公司的财务表现仍然强劲，收入和利润显著增加，使其成为一个引人注目的增强现实股票。尽管 PTC 的股价高于行业中位数，但公司一直表现优于同行，并具有更好的增长前景，以证明更高的估值。</p>
</div><h2>Adobe (ADBE)</h2>
<div class="lb-trans"><h2>Adobe（ADBE）</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: Tattoboo / Shutterstock</p>
<div class="lb-trans"><p>来源：Tattoboo / Shutterstock</p>
</div><p><strong>Adobe</strong> (NASDAQ: <strong>ADBE</strong>) is widely recognized for its powerful suite of creative software, but its venture into augmented reality is setting the stage for the next era of digital innovation. With the launch of Adobe Aero, a user-friendly AR authoring tool, Adobe is making significant strides in integrating AR technology into the creative processes of designers and developers.</p>
<div class="lb-trans"><p><strong>Adobe</strong>（纳斯达克：<strong>ADBE</strong>）以其强大的创意软件套件而闻名，但其进军增强现实领域正在为下一个数字创新时代奠定基础。通过推出 Adobe Aero，一个用户友好的 AR 创作工具，Adobe 正在积极整合 AR 技术到设计师和开发人员的创意过程中。</p>
</div><p>Moreover, the company has also integrated AI across its software suites. The introduction of tools like Adobe Firefly and Acrobat AI Assistant marks a significant enhancement in functionality, attracting both new users and encouraging existing customers to upgrade.</p>
<div class="lb-trans"><p>此外，该公司还在其软件套件中整合了人工智能。推出 Adobe Firefly 和 Acrobat AI Assistant 等工具标志着功能的显著增强，吸引了新用户，并鼓励现有客户升级。</p>
</div><p>The financial impact of these integrations is noteworthy. Adobe’s recent earnings show a robust 10% YoY growth, with the Digital Media segment’s net new Annualized Recurring Revenue (ARR) touching $487 million. This growth is not just a testament to Adobe’s innovative edge but also to the market’s enthusiastic reception of cutting-edge digital tools.</p>
<div class="lb-trans"><p>这些整合的财务影响值得关注。Adobe 最近的收益显示了强劲的 10% 同比增长，数字媒体部门的净新增年化重复收入达到 4.87 亿美元。这种增长不仅证明了 Adobe 的创新优势，也证明了市场对尖端数字工具的热情接受。</p>
</div><p>The strategic partnerships and continuous improvements in its tools underscore Adobe’s commitment to maintaining its leadership in the creative software industry. By continuously evolving its AI offerings, Adobe not only retains its relevance but also enhances its appeal to a broader demographic, from individual creatives to large enterprises.</p>
<div class="lb-trans"><p>战略合作伙伴关系和对工具的持续改进突显了 Adobe 致力于保持在创意软件行业的领先地位。通过不断发展其人工智能产品，Adobe 不仅保持其相关性，还增强了对更广泛人群的吸引力，从个人创意者到大型企业。</p>
</div><p><em>On the date of publication, Mohammed Saqib did not hold (either directly or indirectly) any positions in the securities mentioned in this article.</em> <em>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，Mohammed Saqib 未持有（直接或间接）本文提及证券的任何头寸。</em> _本文中表达的观点属于作者个人，遵守 InvestorPlace.com 的发布准则。</p>
</div><p><em>On the date of publication, the responsible editor held a long position in AAPL.</em></p>
<div class="lb-trans"><p><em>在发布日期，负责编辑持有 AAPL 的多头头寸。</em></p>
</div><p>Mohammed Saqib is a research analyst with experience in equity research and financial modeling. He has extensively covered stocks listed in the tech sector using fundamental analysis as the cornerstone of his approach. Currently pursuing a master’s degree in finance, Saqib is dedicated to obtaining the CFA charter to augment his expertise in the field further.</p>
<div class="lb-trans"><p>Mohammed Saqib 是一位研究分析员，具有股票研究和财务建模经验。他广泛涵盖科技行业上市股票，使用基本分析作为他方法的基石。目前正在攻读金融硕士学位，Saqib 致力于获得 CFA 特许资格，以进一步增进他在该领域的专业知识。</p>
</div>

The 3 Best Augmented Reality Stocks to Buy in August 2024

- AR 市场价值 2023 年为 572.6 亿美元，预计 2023 年至 2030 年复合年增长率为 39.8%。
- Unity（U）公司通过 Unity Engine 支持 AR 游戏和应用程序开发，与苹果合作开发 iOS AR 应用。
- PTC（PTC）在工业领域的数字转型战略中取得重大进展，Q3 2024 财报显示盈利超预期，营收同比下降 4.37%。

2024 年 8 月值得购买的三只最佳增强现实股票