<p>自 2022 年底以来，人工智能（AI）的发展成为华尔街最热门的趋势。由 AI 赋能的软件和系统能够在没有人类协助的情况下做出瞬间决策，这是一项颠覆性的技术，普华永道的分析师估计，到 2030 年，这将为全球经济增加 15.7 万亿美元。</p>
<p>但 AI 并不是唯一吸引投资者关注和钱包的趋势。围绕影响力企业的股票拆分的兴奋感也在维持当前牛市中发挥了关键作用。对于投资者来说，结合股市的两个热门趋势：AI + 股票拆分，恐怕没有什么比这更令人着迷的了。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjU3MjMvc3RvY2stY2VydGlmaWNhdGUtc3BsaXQtcHVibGljLWNvbXBhbnktc2hhcmVzLWludmVzdC1nZXR0eS5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjU3MjMvc3RvY2stY2VydGlmaWNhdGUtc3BsaXQtcHVibGljLWNvbXBhbnktc2hhcmVzLWludmVzdC1nZXR0eS5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<p>股票拆分是一种事件，允许上市公司通过相同的因素改变其股价和股份数量，而不会对其市值或基本运营表现产生任何影响。特别是，投资者倾向于关注进行前向拆分的企业，这旨在使其股价对普通投资者更具名义上的可负担性。</p>
<p>尽管在 AI 革命和股票拆分热潮的推动下，许多股票上涨，但只有极少数人工智能公司似乎准备成为华尔街下一个股票拆分的股票，其中一家最近刚刚实施了首次拆分。尽管它们的涨幅令人印象深刻，但 <strong>Nvidia</strong>(NVDA -0.42%) 和 <strong>Palantir Technologies</strong>(PLTR -0.34%) 的股价尚未达到对散户投资者构成障碍的程度，因此这两者都不在 AI 运动的名单上。</p>
<h2>CrowdStrike Holdings</h2>
<p>第一只能够从前向拆分中强烈受益的 AI 股票是著名的终端网络安全公司 <strong>CrowdStrike Holdings</strong>(CRWD 1.30%)。CrowdStrike 自 2019 年 6 月上市以来尚未进行股票拆分，但最近其股价短暂突破了心理价位 500 美元。近 30% 的股份由普通投资者持有，进行股票拆分的催化剂绝对存在。</p>
<p>从投资的角度来看，网络安全的一个美好之处在于它已经演变为一种基本需求。随着企业以加速的速度将其数据及客户数据转移到在线和云端，来自第三方网络安全公司的保护需求只会增加。这表明 CrowdStrike 的运营现金流应该是高度可预测的，无论美国经济表现如何。</p>
<p>在公司层面，CrowdStrike 的 Falcon 安全平台与其企业客户产生了共鸣。该平台依赖于 AI 和机器学习工具，随着时间的推移变得更加智能和高效。Falcon 比本地安全解决方案更灵活，公司的客户愿意为其服务支付溢价。历史上，CrowdStrike 的毛保留率维持在约 98%。</p>
<p>CrowdStrike Holdings 的另一个令人印象深刻的方面是其能够鼓励客户购买额外的高利润服务。截至 4 月底，近一半（48%）的客户至少购买了六个云模块，22% 购买了八个或更多。基于订阅的软件即服务模型通常会产生惊人的利润率。CrowdStrike 的订阅毛利率为 80%，并计划在长期内达到 82% 至 85%。</p>
<p>CrowdStrike 股票上涨的基础已经奠定，这使得前向股票拆分完全在视野之内。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjU3MjMvZGF0YS1jZW50ZXItZW1wbG95ZWVzLWFydGlmaWNpYWwtaW50ZWxsaWdlbmNlLW5ldHdvcmstc3dpdGNoLWNsb3VkLWdldHR5LmpwZyZ3PTcwMA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjU3MjMvZGF0YS1jZW50ZXItZW1wbG95ZWVzLWFydGlmaWNpYWwtaW50ZWxsaWdlbmNlLW5ldHdvcmstc3dpdGNoLWNsb3VkLWdldHR5LmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>Broadcom</h2>
<p>第二只可能准备成为下一个股票拆分股票的人工智能股票是一个熟悉的名字：网络专家 <strong>Broadcom</strong>(AVGO -1.12%)。Broadcom 在 2024 年 7 月中旬完成了首次拆分（10 比 1），截至 7 月 17 日，其股价几乎回升至 290 美元。由于超过四分之一的流通股由散户投资者持有，可能会有新的呼声要求 Broadcom 使其股票对无法通过经纪人购买分数股份的投资者更具可及性。</p>
<p>虽然 Nvidia 是用于 AI 加速数据中心的图形处理单元（GPU）的无可争议的首选，但 Broadcom 的网络解决方案是连接数以万计的 GPU 以最大化其计算能力和最小化尾延迟的首选之一。简单来说，Broadcom 的解决方案确保了 AI 赋能系统的快速瞬时决策，几乎没有延迟。</p>
<p>根据 Broadcom 首席执行官 Hock Tan 的说法，三家超大规模客户预计将在 2027 年前占其 AI 增长的主要部分。Tan 估计，公司的 AI 销售额可以从 2024 财年报告的 122 亿美元（截至 11 月 3 日）在三年内飙升至 600 亿至 900 亿美元。</p>
<p>但重要的是要认识到，Broadcom 不仅仅是一只 AI 股票。它还是下一代智能手机中无线芯片和配件的顶级供应商之一。此外，它还为工业部门提供各种网络和光学组件，以及企业网络安全解决方案。</p>
<p>虽然不能保证 Broadcom 在过去两年中近乎抛物线的增长能够持续，但如果继续增长，可能会再次进行股票拆分。</p>
<h2>Microsoft</h2>
<p>第三只看起来非常有准备成为华尔街下一个拆股股票的人工智能股票是软件传奇 <strong>微软</strong>(MSFT -0.33%)。自 1986 年 3 月首次公开募股以来，微软已经完成了九次拆股，但最后一次调整股价是在 2003 年 2 月。超过三分之一（34%）的流通股由非机构投资者持有。</p>
<p>微软的人工智能能力主要与其应用程序相关。Azure 是全球第二大云基础设施服务平台，按总支出计算，正在整合生成式人工智能解决方案，并允许客户在该平台上构建和训练大型语言模型。借助人工智能，Azure 可能能够维持或加速其大约 30% 的增长率。</p>
<p>然而，重要的是不要忘记微软的传统平台，如 Windows 和 Office。尽管这些领域的增长黄金时代早已过去，但 Windows 仍在台式机和笔记本电脑上占据主导地位。销售高利润的软件提供了可观的运营现金流，微软可以将其再投资于更快增长的项目，如云计算、人工智能，甚至量子计算。</p>
<p>说到现金，微软手中掌握着相当可观的财富。它在 3 月季度结束时拥有 796 亿美元的现金、现金等价物和短期投资，并在 2025 财年的前九个月（其财年于 6 月 30 日结束）中产生了 935 亿美元的净现金流。这笔现金使得微软能够承担风险、进行收购，并通过分红和股票回购来回报股东。</p>
<p>随着微软股票超过每股 500 美元，进行前瞻性拆股的需求正在增加。</p>

CRWD

博通

<p>这篇文章讨论了三只可能准备进行股票拆分的人工智能（AI）股票，强调了市场上 AI 和股票拆分的增长趋势。网络安全公司 CrowdStrike Holdings 因其强劲的表现和高零售投资者持股比例而被认为有潜力进行股票拆分。网络专业公司博通（Broadcom）最近完成了一次股票拆分，并预计将看到显著的 AI 销售增长。AI 技术的进步与股票拆分的结合吸引了投资者的关注，暗示这些公司的前景看好</p>

<p>Since late 2022, the evolution of artificial intelligence (AI) has been Wall Street's hottest trend. The ability for software and systems empowered by AI to make split-second decisions without the aid of humans is a game-changing technology that the analysts at PwC estimate can add $15.7 trillion to the global economy come 2030.</p>
<div class="lb-trans"><p>自 2022 年底以来，人工智能（AI）的发展成为华尔街最热门的趋势。由 AI 赋能的软件和系统能够在没有人类协助的情况下做出瞬间决策，这是一项颠覆性的技术，普华永道的分析师估计，到 2030 年，这将为全球经济增加 15.7 万亿美元。</p>
</div><p>But AI isn't the only trend captivating the attention and wallets of investors. Excitement surrounding stock splits in influential businesses has also played a key role in sustaining the current bull market. There's arguably nothing more intriguing for investors than combining the stock market's two hottest trends: AI + stock splits.</p>
<div class="lb-trans"><p>但 AI 并不是唯一吸引投资者关注和钱包的趋势。围绕影响力企业的股票拆分的兴奋感也在维持当前牛市中发挥了关键作用。对于投资者来说，结合股市的两个热门趋势：AI + 股票拆分，恐怕没有什么比这更令人着迷的了。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjU3MjMvc3RvY2stY2VydGlmaWNhdGUtc3BsaXQtcHVibGljLWNvbXBhbnktc2hhcmVzLWludmVzdC1nZXR0eS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F825723%2Fstock-certificate-split-public-company-shares-invest-getty.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><p>A stock split is an event that allows publicly traded companies to alter their share price and share count by the same factor without having any impact on their market cap or underlying operating performance. In particular, investors gravitate to businesses completing forward splits, which are designed to make their share price more nominally affordable for everyday investors.</p>
<div class="lb-trans"><p>股票拆分是一种事件，允许上市公司通过相同的因素改变其股价和股份数量，而不会对其市值或基本运营表现产生任何影响。特别是，投资者倾向于关注进行前向拆分的企业，这旨在使其股价对普通投资者更具名义上的可负担性。</p>
</div><p>Although dozens of stocks have rallied in the wake of the AI revolution and stock-split euphoria, only a very small handful of artificial intelligence companies appear primed to become Wall Street's next stock-split stocks -- one of which fairly recently enacted its first-ever split. And no, despite their impressive rallies, neither <strong>Nvidia</strong>(NVDA -0.42%) nor <strong>Palantir Technologies</strong>(PLTR -0.34%) have reached the point where their respective share prices have become prohibitive to retail investors -- so neither face of the AI movement makes the list.</p>
<div class="lb-trans"><p>尽管在 AI 革命和股票拆分热潮的推动下，许多股票上涨，但只有极少数人工智能公司似乎准备成为华尔街下一个股票拆分的股票，其中一家最近刚刚实施了首次拆分。尽管它们的涨幅令人印象深刻，但 <strong>Nvidia</strong>(NVDA -0.42%) 和 <strong>Palantir Technologies</strong>(PLTR -0.34%) 的股价尚未达到对散户投资者构成障碍的程度，因此这两者都不在 AI 运动的名单上。</p>
</div><h2>CrowdStrike Holdings</h2>
<div class="lb-trans"><h2>CrowdStrike Holdings</h2>
</div><p>The first AI stock that can strongly benefit from a forward split is preeminent endpoint cybersecurity company <strong>CrowdStrike Holdings</strong>(CRWD 1.30%). CrowdStrike hasn't split its stock since going public in June 2019, but recently had its share price briefly blow past the psychological $500 level. With nearly 30% of its shares held by everyday investors, the catalyst for a stock split is absolutely there.</p>
<div class="lb-trans"><p>第一只能够从前向拆分中强烈受益的 AI 股票是著名的终端网络安全公司 <strong>CrowdStrike Holdings</strong>(CRWD 1.30%)。CrowdStrike 自 2019 年 6 月上市以来尚未进行股票拆分，但最近其股价短暂突破了心理价位 500 美元。近 30% 的股份由普通投资者持有，进行股票拆分的催化剂绝对存在。</p>
</div><p>One of the beautiful aspects of cybersecurity from an investment standpoint is that it's evolved into a basic necessity. With businesses shifting their data and that of their customers online and into the cloud at an accelerated pace, demand for protection from third-party cybersecurity companies like CrowdStrike is only increasing. This suggests CrowdStrike's operating cash flow should be highly predictable year after year, regardless of how well or poorly the U.S. economy is performing.</p>
<div class="lb-trans"><p>从投资的角度来看，网络安全的一个美好之处在于它已经演变为一种基本需求。随着企业以加速的速度将其数据及客户数据转移到在线和云端，来自第三方网络安全公司的保护需求只会增加。这表明 CrowdStrike 的运营现金流应该是高度可预测的，无论美国经济表现如何。</p>
</div><p>On a company-specific basis, CrowdStrike's Falcon security platform has resonated with its enterprise clients. This platform leans on AI and machine learning tools to grow smarter and more efficient over time. Falcon is nimbler than on-premises security solutions, and the company's clients have demonstrated a willingness to pay a premium for it services. Historically, CrowdStrike has sustained a gross retention rate of around 98%.</p>
<div class="lb-trans"><p>在公司层面，CrowdStrike 的 Falcon 安全平台与其企业客户产生了共鸣。该平台依赖于 AI 和机器学习工具，随着时间的推移变得更加智能和高效。Falcon 比本地安全解决方案更灵活，公司的客户愿意为其服务支付溢价。历史上，CrowdStrike 的毛保留率维持在约 98%。</p>
</div><p>Something else that's incredibly impressive about CrowdStrike Holdings has been its ability to encourage its clients to purchase additional high-margin services. As of the end of April, nearly half (48%) of its customers had purchased at least six cloud modules, with 22% buying eight or more. Subscription-driven software-as-a-service models typically generate jaw-dropping margins. CrowdStrike is delivering an 80% subscription gross margin and is targeting 82% to 85% over the long run.</p>
<div class="lb-trans"><p>CrowdStrike Holdings 的另一个令人印象深刻的方面是其能够鼓励客户购买额外的高利润服务。截至 4 月底，近一半（48%）的客户至少购买了六个云模块，22% 购买了八个或更多。基于订阅的软件即服务模型通常会产生惊人的利润率。CrowdStrike 的订阅毛利率为 80%，并计划在长期内达到 82% 至 85%。</p>
</div><p>The foundation has been laid for CrowdStrike stock to head higher, which puts a forward stock split squarely in sight.</p>
<div class="lb-trans"><p>CrowdStrike 股票上涨的基础已经奠定，这使得前向股票拆分完全在视野之内。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjU3MjMvZGF0YS1jZW50ZXItZW1wbG95ZWVzLWFydGlmaWNpYWwtaW50ZWxsaWdlbmNlLW5ldHdvcmstc3dpdGNoLWNsb3VkLWdldHR5LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F825723%2Fdata-center-employees-artificial-intelligence-network-switch-cloud-getty.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>Broadcom</h2>
<div class="lb-trans"><h2>Broadcom</h2>
</div><p>A second artificial intelligence stock that may be primed to become the next stock-split stock is something of a familiar name: networking specialist <strong>Broadcom</strong>(AVGO -1.12%). Broadcom completed its first-ever split (10-for-1) in mid-July 2024, and it's rallied back to almost $290 per share, as of this writing on July 17. Since over a quarter of its outstanding shares are held by retail investors, there may be fresh calls for Broadcom to make its stock more accessible to those who can't buy fractional shares through their broker.</p>
<div class="lb-trans"><p>第二只可能准备成为下一个股票拆分股票的人工智能股票是一个熟悉的名字：网络专家 <strong>Broadcom</strong>(AVGO -1.12%)。Broadcom 在 2024 年 7 月中旬完成了首次拆分（10 比 1），截至 7 月 17 日，其股价几乎回升至 290 美元。由于超过四分之一的流通股由散户投资者持有，可能会有新的呼声要求 Broadcom 使其股票对无法通过经纪人购买分数股份的投资者更具可及性。</p>
</div><p>Whereas Nvidia is the undisputed top choice for graphics processing units (GPUs) used in AI-accelerated data centers, Broadcom's networking solutions are among the top choices used to connect tens of thousands of GPUs in order to maximize their compute capacity and minimize tail latency. In English, Broadcom's solutions ensure rapid split-second decision-making by AI-empowered systems with minimal lag.</p>
<div class="lb-trans"><p>虽然 Nvidia 是用于 AI 加速数据中心的图形处理单元（GPU）的无可争议的首选，但 Broadcom 的网络解决方案是连接数以万计的 GPU 以最大化其计算能力和最小化尾延迟的首选之一。简单来说，Broadcom 的解决方案确保了 AI 赋能系统的快速瞬时决策，几乎没有延迟。</p>
</div><p>According to Broadcom CEO Hock Tan, a trio of hyperscale customers should account for the bulk of its AI growth through 2027. Tan estimates his company's AI sales can catapult from a reported $12.2 billion in fiscal 2024 (ended Nov. 3) to between $60 billion and $90 billion in three years.</p>
<div class="lb-trans"><p>根据 Broadcom 首席执行官 Hock Tan 的说法，三家超大规模客户预计将在 2027 年前占其 AI 增长的主要部分。Tan 估计，公司的 AI 销售额可以从 2024 财年报告的 122 亿美元（截至 11 月 3 日）在三年内飙升至 600 亿至 900 亿美元。</p>
</div><p>But it's important to recognize that Broadcom is more than just an AI stock. It's also one of the top providers of wireless chips and accessories used in next-generation smartphones. Further, it provides an assortment of networking and optical components for the industrial sector, as well as enterprise cybersecurity solutions.</p>
<div class="lb-trans"><p>但重要的是要认识到，Broadcom 不仅仅是一只 AI 股票。它还是下一代智能手机中无线芯片和配件的顶级供应商之一。此外，它还为工业部门提供各种网络和光学组件，以及企业网络安全解决方案。</p>
</div><p>While it's not guaranteed that Broadcom's near-parabolic climb over the last two years can continue, another stock split may be in order if it does.</p>
<div class="lb-trans"><p>虽然不能保证 Broadcom 在过去两年中近乎抛物线的增长能够持续，但如果继续增长，可能会再次进行股票拆分。</p>
</div><h2>Microsoft</h2>
<div class="lb-trans"><h2>Microsoft</h2>
</div><p>The third AI stock that appears more than ready to become Wall Street's next stock-split stock is software legend <strong>Microsoft</strong>(MSFT -0.33%). Microsoft has completed nine splits since its initial public offering in March 1986, but last adjusted its share price for investors in February 2003. More than a third (34%) of its outstanding shares are held by noninstitutional investors.</p>
<div class="lb-trans"><p>第三只看起来非常有准备成为华尔街下一个拆股股票的人工智能股票是软件传奇 <strong>微软</strong>(MSFT -0.33%)。自 1986 年 3 月首次公开募股以来，微软已经完成了九次拆股，但最后一次调整股价是在 2003 年 2 月。超过三分之一（34%）的流通股由非机构投资者持有。</p>
</div><p>Microsoft's AI chops are primarily tied to its applications. Azure, which is the world's No. 2 cloud infrastructure service platform by total spending, is incorporating generative AI solutions and allowing clients to build and train large language models on the platform. Azure may able to sustain or accelerate its roughly 30% growth rate with the aid of artificial intelligence.</p>
<div class="lb-trans"><p>微软的人工智能能力主要与其应用程序相关。Azure 是全球第二大云基础设施服务平台，按总支出计算，正在整合生成式人工智能解决方案，并允许客户在该平台上构建和训练大型语言模型。借助人工智能，Azure 可能能够维持或加速其大约 30% 的增长率。</p>
</div><p>However, it's important not to forget about Microsoft's legacy platforms, such as Windows and Office. Though the growth heydays for these segments are long gone, Windows still dominates on desktops and laptops. Selling high-margin software provides significant operating cash flow that Microsoft can reinvest in faster-growing initiatives, such as cloud-computing, AI, and even quantum computing.</p>
<div class="lb-trans"><p>然而，重要的是不要忘记微软的传统平台，如 Windows 和 Office。尽管这些领域的增长黄金时代早已过去，但 Windows 仍在台式机和笔记本电脑上占据主导地位。销售高利润的软件提供了可观的运营现金流，微软可以将其再投资于更快增长的项目，如云计算、人工智能，甚至量子计算。</p>
</div><p>Speaking of cash, Microsoft is sitting on quite the treasure chest. It closed out the March quarter with $79.6 billion in cash, cash equivalents, and short-term investments, and has generated $93.5 billion in net cash from its operations through the first nine months of fiscal 2025 (its fiscal year ended on June 30). This cash affords the ability to take risks, make acquisitions, and reward shareholders via dividends and share buybacks.</p>
<div class="lb-trans"><p>说到现金，微软手中掌握着相当可观的财富。它在 3 月季度结束时拥有 796 亿美元的现金、现金等价物和短期投资，并在 2025 财年的前九个月（其财年于 6 月 30 日结束）中产生了 935 亿美元的净现金流。这笔现金使得微软能够承担风险、进行收购，并通过分红和股票回购来回报股东。</p>
</div><p>With Microsoft stock surpassing $500 per share, the need for a forward stock split is growing.</p>
<div class="lb-trans"><p>随着微软股票超过每股 500 美元，进行前瞻性拆股的需求正在增加。</p>
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3 Scorching-Hot Artificial Intelligence (AI) Stocks Primed for a Stock Split -- One of Which Is a Familiar Face (No, Not Nvidia or Palantir!)

- 人工智能的快速发展成为华尔街的热门趋势，预计到 2030 年将为全球经济增加 15.7 万亿美元。  
- 股票拆分也吸引投资者关注，尤其是前向拆分使股票更易于普通投资者购买。  
- CrowdStrike、Broadcom 和 Microsoft 是可能成为下一个股票拆分的人工智能公司。  

3 只炙手可热的人工智能 (AI) 股票准备进行股票拆分——其中一个是熟悉的面孔（不，不是英伟达或 Palantir！）