<p>人工智能（AI）股票在最近几个月有些不受欢迎，因为投资者对经济以及公司在不久的将来将花费多少在 AI 上的支出感到担忧。鉴于这些担忧，许多 AI 股票维持高增长率至关重要；否则，它们的估值可能会进一步下滑。</p>
<p>有一家公司的脆弱性不太受 AI 相关趋势的影响，那就是 <strong>微软</strong>（MSFT 0.04%）。虽然它受益于 AI，并因其拥有一些有前景的增长机会，但其股票今年相对稳定。对于希望以相对低风险方式投资 AI 的投资者来说，微软可能是理想的股票选择。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTcwNzgvcGVyc29uLXdvcmtpbmctb24tYS1sYXB0b3Atd2l0aC1hbi1haS1vdmVybGF5LmpwZyZ3PTcwMA?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://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTcwNzgvcGVyc29uLXdvcmtpbmctb24tYS1sYXB0b3Atd2l0aC1hbi1haS1vdmVybGF5LmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>微软多元化的业务使其不易受到 AI 相关的悲观情绪影响</h2>
<p>4 月 30 日，微软公布了最新的财报数据，这突显了购买这只 AI 股票的最佳理由之一：其多元化。虽然微软是一个 AI 相关的公司，这也是其长期战略的重要组成部分，但它并不完全以此来定义其业务。</p>
<p>凭借其云业务、游戏工作室和产品、办公软件套件、社交网络（LinkedIn）以及 Bing 搜索引擎，微软有很多方式可以在长期内发展其业务。在 2025 年第一季度，其多个业务部门的收入增长率至少达到了 20%，包括 Azure（33%）、服务器产品和云服务（22%）以及微软云（20%）。总体而言，其 2025 财年第三季度的收入同比增长了 13%，达到了 701 亿美元。</p>
<p>如果 AI 相关支出下降，微软的业务可能会经历放缓，但该公司及其股票不会像其他科技公司那样脆弱。截至周二，微软的股票自年初以来上涨了约 3%。与此同时，几乎与 AI 同义的芯片巨头 <strong>英伟达</strong> 的股票下跌了 15.5%。而 <strong>苹果</strong> 因其缓慢的 AI 部署受到批评，股票下跌近 21%。</p>
<p>如果不是微软强大的运营和多元化的增长机会，其股票可能会跟随苹果的类似路径，因为一些批评者将其 Copilot 助手与 1990 年代末至 2000 年代初备受诟病的&#34;助手&#34;Clippy 进行了比较。</p>
<h2>该公司有多种方式将 AI 融入其运营</h2>
<p>虽然微软不是纯粹的 AI 公司，但它确实能从中显著受益。大约有 16 亿台设备运行其 Windows 操作系统，该公司拥有庞大的用户基础来推广与 AI 相关的服务。今年早些时候，该公司表示其 AI 业务的年收入达到 130 亿美元，同比增长 175%，超出了最初的 100 亿美元目标。而且这时公司的 AI 战略仍处于早期阶段。</p>
<p>一个增长机会是 Copilot+ PC，这可以为用户提供比普通 PC 更强大的计算能力，并使他们能够在本地运行 AI。然而，考虑到当前的宏观经济条件和对即将到来的衰退的担忧，可能需要一段时间才能对这些高价机器产生强劲需求。</p>
<h2>微软是长期投资者的绝佳选择</h2>
<p>无论你是想投资 AI 股票，还是只是想要一个安全的长期投资，微软都可以是一个理想的股票，放入你的投资组合中并忘记它。它可以从与 AI 相关的增长中受益，但同时，考虑到其产品和服务对用户的普遍性和重要性，它提供了很大的稳定性。</p>
<p>该股票目前的交易价格约为其过去收益的 34 倍，虽然并不便宜，但对于愿意长期持有的投资者来说，可以产生良好的回报。</p>

微软

<p>微软被认为是人工智能领域的强劲投资，尽管近期市场存在一些担忧。其多元化的商业模式，包括云服务和软件，提供了稳定性，2025 年第三季度报告的收入增长为 13%。虽然人工智能支出可能会放缓，但微软的股票相对稳定，今年上涨了 3%，与其他科技股如英伟达和苹果的下跌形成对比。凭借庞大的用户基础和不断增长的人工智能收入来源，微软被视为对那些对人工智能感兴趣的投资者的低风险长期投资选择</p>

<p>Artificial intelligence (AI) stocks have been somewhat out of favor in recent months as investors grow concerned about the economy and just how much companies will be spending on AI in the near future. Given these concerns, it's critical for many AI stocks to maintain high growth rates; otherwise, their valuations could dive even further.</p>
<div class="lb-trans"><p>人工智能（AI）股票在最近几个月有些不受欢迎，因为投资者对经济以及公司在不久的将来将花费多少在 AI 上的支出感到担忧。鉴于这些担忧，许多 AI 股票维持高增长率至关重要；否则，它们的估值可能会进一步下滑。</p>
</div><p>One company that isn't as vulnerable to AI-related trends is <strong>Microsoft</strong>(MSFT 0.04%). While it benefits from AI and has some promising growth opportunities due to it, its shares have been fairly stable this year. And for investors who want a fairly low-risk way to invest in AI, Microsoft could be the ideal stock to own.</p>
<div class="lb-trans"><p>有一家公司的脆弱性不太受 AI 相关趋势的影响，那就是 <strong>微软</strong>（MSFT 0.04%）。虽然它受益于 AI，并因其拥有一些有前景的增长机会，但其股票今年相对稳定。对于希望以相对低风险方式投资 AI 的投资者来说，微软可能是理想的股票选择。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTcwNzgvcGVyc29uLXdvcmtpbmctb24tYS1sYXB0b3Atd2l0aC1hbi1haS1vdmVybGF5LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F817078%2Fperson-working-on-a-laptop-with-an-ai-overlay.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Microsoft's diverse business makes it less vulnerable to AI-related bearishness</h2>
<div class="lb-trans"><h2>微软多元化的业务使其不易受到 AI 相关的悲观情绪影响</h2>
</div><p>On April 30, Microsoft reported its latest earnings numbers, which highlight one of the best reasons for buying this AI stock: its diversification. While Microsoft is an AI play and that is a big part of its long-term strategy, it doesn't define its business by any means.</p>
<div class="lb-trans"><p>4 月 30 日，微软公布了最新的财报数据，这突显了购买这只 AI 股票的最佳理由之一：其多元化。虽然微软是一个 AI 相关的公司，这也是其长期战略的重要组成部分，但它并不完全以此来定义其业务。</p>
</div><p>With its cloud business, its game studios and products, its office software suite, its social network (LinkedIn), and its Bing search engine, Microsoft has plenty of ways to grow its business in the long run. During the first three months of 2025, several of its business segments generated at least 20% revenue growth, including Azure (33%), server products and cloud services (22%), and Microsoft Cloud (20%). Overall, its fiscal 2025 third-quarter revenue rose by 13% year over year to $70.1 billion.</p>
<div class="lb-trans"><p>凭借其云业务、游戏工作室和产品、办公软件套件、社交网络（LinkedIn）以及 Bing 搜索引擎，微软有很多方式可以在长期内发展其业务。在 2025 年第一季度，其多个业务部门的收入增长率至少达到了 20%，包括 Azure（33%）、服务器产品和云服务（22%）以及微软云（20%）。总体而言，其 2025 财年第三季度的收入同比增长了 13%，达到了 701 亿美元。</p>
</div><p>Microsoft may experience a slowdown in business if there is a decline in AI-related spending, but the company and the stock won't be as vulnerable as other tech companies. As of Tuesday, Microsoft's stock is up around 3% since the start of the year. Meanwhile, chip giant <strong>Nvidia</strong>, which has become almost synonymous with AI, has seen its shares fall by 15.5%. And <strong>Apple</strong>, whose slow AI deployment has been criticized, has declined nearly 21%.</p>
<div class="lb-trans"><p>如果 AI 相关支出下降，微软的业务可能会经历放缓，但该公司及其股票不会像其他科技公司那样脆弱。截至周二，微软的股票自年初以来上涨了约 3%。与此同时，几乎与 AI 同义的芯片巨头 <strong>英伟达</strong> 的股票下跌了 15.5%。而 <strong>苹果</strong> 因其缓慢的 AI 部署受到批评，股票下跌近 21%。</p>
</div><p>If not for Microsoft's robust operations and diversified growth opportunities, its stock might have followed a similar path to Apple's, as some critics have compared its Copilot assistant to its much-maligned &#34;assistant&#34; Clippy from the late 1990s-early 2000s.</p>
<div class="lb-trans"><p>如果不是微软强大的运营和多元化的增长机会，其股票可能会跟随苹果的类似路径，因为一些批评者将其 Copilot 助手与 1990 年代末至 2000 年代初备受诟病的&#34;助手&#34;Clippy 进行了比较。</p>
</div><h2>The company has many ways to incorporate AI into its operations</h2>
<div class="lb-trans"><h2>该公司有多种方式将 AI 融入其运营</h2>
</div><p>While Microsoft isn't a pure AI play, it does stand to benefit significantly from it. With around 1.6 billion devices running its Windows operating system, the company has a massive user base to market AI-related services to. Earlier this year, the company said that its AI business was generating revenue at an annual run rate of $13 billion, an increase of 175% year over year and better than its initial goal of $10 billion. And this is with the company's AI strategy still in its early stages.</p>
<div class="lb-trans"><p>虽然微软不是纯粹的 AI 公司，但它确实能从中显著受益。大约有 16 亿台设备运行其 Windows 操作系统，该公司拥有庞大的用户基础来推广与 AI 相关的服务。今年早些时候，该公司表示其 AI 业务的年收入达到 130 亿美元，同比增长 175%，超出了最初的 100 亿美元目标。而且这时公司的 AI 战略仍处于早期阶段。</p>
</div><p>One growth opportunity is Copilot+ PCs, which can give users much more computing power than normal PCs and enable them to run AI locally. However, given current macroeconomic conditions and worries about a recession looming, it may be a while before there's strong demand for these higher-priced machines.</p>
<div class="lb-trans"><p>一个增长机会是 Copilot+ PC，这可以为用户提供比普通 PC 更强大的计算能力，并使他们能够在本地运行 AI。然而，考虑到当前的宏观经济条件和对即将到来的衰退的担忧，可能需要一段时间才能对这些高价机器产生强劲需求。</p>
</div><h2>Microsoft is a great option for long-term investors</h2>
<div class="lb-trans"><h2>微软是长期投资者的绝佳选择</h2>
</div><p>Whether you want to invest in an AI stock or just want a safe long-term investment, Microsoft can be an ideal stock to put in your portfolio and forget about. It can benefit from AI-related growth, but at the same time, it offers a great deal of stability given how prevalent and essential to users its products and services are.</p>
<div class="lb-trans"><p>无论你是想投资 AI 股票，还是只是想要一个安全的长期投资，微软都可以是一个理想的股票，放入你的投资组合中并忘记它。它可以从与 AI 相关的增长中受益，但同时，考虑到其产品和服务对用户的普遍性和重要性，它提供了很大的稳定性。</p>
</div><p>The stock currently trades at around 34 times its trailing earnings, and while it isn't dirt cheap, it can generate great returns for investors who are willing to buy and hold for years.</p>
<div class="lb-trans"><p>该股票目前的交易价格约为其过去收益的 34 倍，虽然并不便宜，但对于愿意长期持有的投资者来说，可以产生良好的回报。</p>
</div>

Could Microsoft Be the Best Artificial Intelligence Stock to Buy Right Now?

- 微软的多元化业务使其在 AI 相关市场波动中更具稳定性。  
- 2025 财年第三季度，微软营收同比增长 13%，达到 701 亿美元。  
- 投资者可将微软视为低风险的 AI 投资选择，适合长期持有。  

微软会是当前最值得购买的人工智能股票吗？