<p>像 <strong>Nvidia</strong> 和 <strong>Palantir Technologies</strong> 这样的市场宠儿仍然是可靠的投资前景。然而，经过几年的大幅上涨，这些热门交易开始显露出老化的迹象。也许是时候开始寻找下一代赢家了。</p>
<p>为此，以下是三只您可能想要长期投资的优秀成长股的详细介绍。毫无疑问，这三只股票都是人工智能（AI）相关的。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjgyOTAvaW52ZXN0aW5nLXNjcmVlbi1hbmFseXNpcy1pbnZlc3Rvci1ncm93dGgtc3RvY2tzLmpwZyZ3PTcwMA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjgyOTAvaW52ZXN0aW5nLXNjcmVlbi1hbmFseXNpcy1pbnZlc3Rvci1ncm93dGgtc3RvY2tzLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. Twilio</h2>
<p>回顾过去，<strong>Twilio</strong>(TWLO -19.40%) 走在了时代的前面。</p>
<p>这个基于云的通信平台于 2008 年推出，自动化了公司与客户之间的多种互动，包括移动短信、基于网络的聊天，甚至使用语音识别技术的语音通信。在许多方面，这 <em>就是</em> 人工智能。只不过当时世界还没有意识到它是 AI，因为像 OpenAI 的 ChatGPT 和谷歌的 Gemini（最初称为 Bard）这样的更熟悉的平台要几年后才会推出。</p>
<p>当然，更新的 AI 技术比 Twilio 最初的解决方案强大得多。这就是任何技术的本质——它总是在不断进步。这就是为什么 Twilio 在其应用中使用更现代的 AI，例如其客户服务聊天 “机器人”，能够像现场服务代理一样与单个客户互动。与此同时，该公司的 Flex 联络中心技术支持对个别客户的更高层次分析，能够预测他们的需求并识别交叉销售和追加销售的机会。</p>
<p>更重要的是，对于投资者来说，这一切都在发挥作用。其第一季度客户数量为 335,000，比去年同期的 313,000 增长了 7%，使收入增长了 12%，达到 11.7 亿美元，延续了预计至少还会持续几年的稳定增长。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/ff9bcc742039ef074944b2d56a674428.png?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://media.ycharts.com/charts/ff9bcc742039ef074944b2d56a674428.png"/></p>
<p>数据来源：YCharts。</p>
<p>问题是，现在 AI 驱动的客户服务已经证明能够按需工作，Twilio 在这一领域的领先地位为其提供了强大的市场营销能力。它应该能够赢得超过其应得份额的 36.5% 的年化增长，Roots Analysis 预测到 2035 年 AI 服务代理行业将实现这一增长。</p>
<h2>2. Recursion Pharmaceuticals</h2>
<p>考虑到 AI 已经能够做到的事情，加上其不断的改进，大多数人认为 AI 被用于创造新药只是时间问题。</p>
<p>然而，这个未来实际上就是现在。一家名为 <strong>Recursion Pharmaceuticals</strong>(RXRX -0.92%) 的公司正在这样做。利用其对 65PB（6500 万 GB）生物、化学和分子数据的访问，Recursion OS 可以在短短几天内虚拟模拟一个通常需要数年才能完成的药物试验。</p>
<p>需要明确的是，Recursion Pharmaceuticals 的技术并不取代实际的临床试验——仍然必须进行实际的患者测试以满足监管机构的要求。不过，<strong>罗氏</strong>、<strong>赛诺菲</strong> 和其他一些公司仍在利用这项技术是有原因的。也就是说，由于 90% 的临床药物试验未能获得批准（使得获批药物的平均开发成本高达 20 亿美元），这些制药公司只是希望通过首先在 Recursion 的成本效益平台上运行他们的想法，来充分利用他们有限的资源，专注于最有前景的项目。</p>
<p>顺便提一下，Recursion 也在研发一些自己的药物，其中三种是处于早期临床试验阶段的肿瘤药物。</p>
<p>现在，这只股票并不容易持有。该公司目前处于亏损状态，可能在未来几年内仍将保持亏损。这意味着股价波动性较大。不过，该公司显然正在取得进展，分析师预计到 2027 年收入将增长三倍，亏损将减半。您需要以长期的心态来购买这只股票，以承受其在市场奖励这一进展时必然会经历的波动。</p>
<h2>C3.ai</h2>
<p>最后，将 <strong>C3.ai</strong>(AI -2.38%) 加入您优秀的长期成长股购买名单。</p>
<p>这是一家人工智能公司，但如果您从未听说过它也不足为奇。毕竟，C3.ai 的市值仅为 30 亿美元，远远小于前面提到的 Palantir（也是竞争对手），其最近结束的财年仅报告了 3.89 亿美元的收入。</p>
<p>不过，不要被其小规模所迷惑。C3.ai 能够在一个被更大公司主导的行业中实现增长。去年的收入同比增长了 25%，分析师预计未来三年将有类似的增长率——足以使公司在这一阶段结束时扭亏为盈。</p>
<p>这种看似不太可能的增长反映了商业世界对刚刚开始真正形成的 AI 解决方案的接受。</p>
<p>这是真的。尽管围绕 AI 的炒作已经存在，但大多数盈利企业实际上尚未接受它。正如 Motley Fool 自己的研究部门指出的那样，只有大约 10% 的美国公司在使用 AI。其余 90% 则没有。即使是大多数科技公司也尚未利用这些工具。这可能是因为，尽管像 Palantir 的 Foundry 和 AIP 这样的流行决策平台功能强大，但它们超出了大多数企业的需求。这与 C3 的 130 多个更简单的企业特定应用程序形成对比，例如需求预测、物流优化、预测性维护和客户关系管理工具，仅举几例。</p>
<p>摩多智库预计，到 2030 年，企业人工智能市场将以近 19% 的年均增长率增长，因此 C3.ai 是一个非常有前景的长期投资。同时，短期内也并非坏选择。目前分析师对该股票的 12 个月共识目标价为 29.43 美元，比当前股价高出 28%。</p>

RXRX

<p>这篇文章讨论了三只值得考虑的长期投资的潜力增长股票，均专注于人工智能（AI）。1. Twilio，一家基于云的通信平台，正在利用现代 AI 来增强客户互动，显示出稳定的增长，收入增长率为 12%。2. Recursion Pharmaceuticals 利用 AI 模拟药物试验，尽管目前尚未盈利，但目标是实现显著的收入增长。3. C3.ai，一家较小的 AI 公司，正在经历 25% 的收入增长，并预计在三年内实现盈利。这些股票代表了在不断发展的 AI 领域中潜在的长期投资机会</p>

<p>Market darlings like <strong>Nvidia</strong> and <strong>Palantir Technologies</strong> are still solid investment prospects to be sure. After several years of big gains, however, these crowded trades are starting to show signs of age. It may be time to start looking for the next generation of winners.</p>
<div class="lb-trans"><p>像 <strong>Nvidia</strong> 和 <strong>Palantir Technologies</strong> 这样的市场宠儿仍然是可靠的投资前景。然而，经过几年的大幅上涨，这些热门交易开始显露出老化的迹象。也许是时候开始寻找下一代赢家了。</p>
</div><p>To this end, here's a closer look at three brilliant growth stocks you might want to take long-term stakes in now. It will come as no surprise that all three of them are artificial intelligence (AI) plays.</p>
<div class="lb-trans"><p>为此，以下是三只您可能想要长期投资的优秀成长股的详细介绍。毫无疑问，这三只股票都是人工智能（AI）相关的。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjgyOTAvaW52ZXN0aW5nLXNjcmVlbi1hbmFseXNpcy1pbnZlc3Rvci1ncm93dGgtc3RvY2tzLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F828290%2Finvesting-screen-analysis-investor-growth-stocks.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>1. Twilio</h2>
<div class="lb-trans"><h2>1. Twilio</h2>
</div><p>In retrospect, <strong>Twilio</strong>(TWLO -19.40%) was ahead of its time.</p>
<div class="lb-trans"><p>回顾过去，<strong>Twilio</strong>(TWLO -19.40%) 走在了时代的前面。</p>
</div><p>This cloud-based communications platform, launched back in 2008, automated a variety of interactions between companies and their customers, including mobile text messages, web-based chats, and even voice communications using speech-recognition technologies. In many ways, this <em>was</em> artificial intelligence. The world just didn't recognize it as AI yet, since more familiar platforms like OpenAI's ChatGPT and Google's Gemini (originally known as Bard) wouldn't launch until years later.</p>
<div class="lb-trans"><p>这个基于云的通信平台于 2008 年推出，自动化了公司与客户之间的多种互动，包括移动短信、基于网络的聊天，甚至使用语音识别技术的语音通信。在许多方面，这 <em>就是</em> 人工智能。只不过当时世界还没有意识到它是 AI，因为像 OpenAI 的 ChatGPT 和谷歌的 Gemini（最初称为 Bard）这样的更熟悉的平台要几年后才会推出。</p>
</div><p>Newer AI technology is much more powerful than Twilio's original solutions, of course. That's just the nature of any technology -- it's always improving. That's why Twilio is using more contemporary AI in its apps, like its customer service chat &#34;bots&#34; capable of interacting with an individual customer just as a live service agent would. The company's Flex contact center tech, meanwhile, supports higher-level analysis of individual customers in a way that can predict their needs and identify cross-selling and upselling opportunities.</p>
<div class="lb-trans"><p>当然，更新的 AI 技术比 Twilio 最初的解决方案强大得多。这就是任何技术的本质——它总是在不断进步。这就是为什么 Twilio 在其应用中使用更现代的 AI，例如其客户服务聊天 “机器人”，能够像现场服务代理一样与单个客户互动。与此同时，该公司的 Flex 联络中心技术支持对个别客户的更高层次分析，能够预测他们的需求并识别交叉销售和追加销售的机会。</p>
</div><p>More to the point for investors, all of it is working. Its first-quarter customer count of 335,000 is up 7% from the year-earlier figure of 313,000, inflating revenue by 12% to $1.17 billion to extend a long-established streak of steady growth that's expected to persist for at least a few more years.</p>
<div class="lb-trans"><p>更重要的是，对于投资者来说，这一切都在发挥作用。其第一季度客户数量为 335,000，比去年同期的 313,000 增长了 7%，使收入增长了 12%，达到 11.7 亿美元，延续了预计至少还会持续几年的稳定增长。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/ff9bcc742039ef074944b2d56a674428.png" alt="" original-src="https://media.ycharts.com/charts/ff9bcc742039ef074944b2d56a674428.png"/></p>
<p>Data by YCharts.</p>
<div class="lb-trans"><p>数据来源：YCharts。</p>
</div><p>The thing is, now that AI-powered customer service is proven to work as needed, Twilio's leading position in this space provides it with some serious marketing firepower. It should be able to win more than its fair share of the 36.5% annualized growth that Roots Analysis predicts for the AI service-agent industry through 2035.</p>
<div class="lb-trans"><p>问题是，现在 AI 驱动的客户服务已经证明能够按需工作，Twilio 在这一领域的领先地位为其提供了强大的市场营销能力。它应该能够赢得超过其应得份额的 36.5% 的年化增长，Roots Analysis 预测到 2035 年 AI 服务代理行业将实现这一增长。</p>
</div><h2>2. Recursion Pharmaceuticals</h2>
<div class="lb-trans"><h2>2. Recursion Pharmaceuticals</h2>
</div><p>Given what AI can already do, paired with its never-ending improvement, most people assume it's only a matter of time before AI is used to create new medicines.</p>
<div class="lb-trans"><p>考虑到 AI 已经能够做到的事情，加上其不断的改进，大多数人认为 AI 被用于创造新药只是时间问题。</p>
</div><p>Except, that future is the present. A company called <strong>Recursion Pharmaceuticals</strong>(RXRX -0.92%) is doing it. Using its access to 65 petabytes' (65 million gigabytes) worth of biological, chemical, and molecular data, in a matter of mere days, its Recursion OS can virtually simulate a drug trial that would normally require years to complete.</p>
<div class="lb-trans"><p>然而，这个未来实际上就是现在。一家名为 <strong>Recursion Pharmaceuticals</strong>(RXRX -0.92%) 的公司正在这样做。利用其对 65PB（6500 万 GB）生物、化学和分子数据的访问，Recursion OS 可以在短短几天内虚拟模拟一个通常需要数年才能完成的药物试验。</p>
</div><p>Recursion Pharmaceuticals' technology doesn't replace an actual clinical trial, to be clear -- actual patient-testing must still be done to satisfy regulatory agencies. There's still a reason <strong>Roche</strong>, <strong>Sanofi</strong>, and a handful of other outfits are still utilizing this tech, though. That is, with 90% of clinical drug trials failing rather than ending in approval (pumping the average developmental cost of an approved drug up to $2 billion), these pharmaceutical companies are simply looking to make the most of their limited resources by focusing on their most promising prospects by first running their ideas through Recursion's cost-effective platform.</p>
<div class="lb-trans"><p>需要明确的是，Recursion Pharmaceuticals 的技术并不取代实际的临床试验——仍然必须进行实际的患者测试以满足监管机构的要求。不过，<strong>罗氏</strong>、<strong>赛诺菲</strong> 和其他一些公司仍在利用这项技术是有原因的。也就是说，由于 90% 的临床药物试验未能获得批准（使得获批药物的平均开发成本高达 20 亿美元），这些制药公司只是希望通过首先在 Recursion 的成本效益平台上运行他们的想法，来充分利用他们有限的资源，专注于最有前景的项目。</p>
</div><p>Recursion is working on some of its own drugs, too, by the way, three of which are oncology drugs in early-stage clinical trials.</p>
<div class="lb-trans"><p>顺便提一下，Recursion 也在研发一些自己的药物，其中三种是处于早期临床试验阶段的肿瘤药物。</p>
</div><p>Now, this stock isn't exactly easy to own. The company is currently unprofitable and is likely to remain in the red for at least a few more years. This translates into stock price volatility. The company is clearly making progress, though, with analysts expecting revenue to more than triple by 2027, halving losses as a result. You'd need to buy this stock with a long-term mindset to stomach the volatility that it's sure to experience as the market rewards this progress.</p>
<div class="lb-trans"><p>现在，这只股票并不容易持有。该公司目前处于亏损状态，可能在未来几年内仍将保持亏损。这意味着股价波动性较大。不过，该公司显然正在取得进展，分析师预计到 2027 年收入将增长三倍，亏损将减半。您需要以长期的心态来购买这只股票，以承受其在市场奖励这一进展时必然会经历的波动。</p>
</div><h2>C3.ai</h2>
<div class="lb-trans"><h2>C3.ai</h2>
</div><p>Finally, add <strong>C3.ai</strong>(AI -2.38%) to your list of brilliant long-term growth stocks to buy.</p>
<div class="lb-trans"><p>最后，将 <strong>C3.ai</strong>(AI -2.38%) 加入您优秀的长期成长股购买名单。</p>
</div><p>It's an artificial intelligence company, but it wouldn't be surprising if you've never heard of it. With a market cap of only $3 billion, C3.ai is a fraction of the size of the aforementioned Palantir (also a rival), after all, reporting a mere $389 million worth of revenue for its recently ended fiscal year.</p>
<div class="lb-trans"><p>这是一家人工智能公司，但如果您从未听说过它也不足为奇。毕竟，C3.ai 的市值仅为 30 亿美元，远远小于前面提到的 Palantir（也是竞争对手），其最近结束的财年仅报告了 3.89 亿美元的收入。</p>
</div><p>Don't let its small size fool you, though. C3.ai is capable of producing growth even in an industry dominated by much bigger outfits. Last year's top line was up 25% year over year, and analysts are looking for comparable growth rates for the next three years -- enough revenue growth to push the company out of the red and into the black by the end of that stretch.</p>
<div class="lb-trans"><p>不过，不要被其小规模所迷惑。C3.ai 能够在一个被更大公司主导的行业中实现增长。去年的收入同比增长了 25%，分析师预计未来三年将有类似的增长率——足以使公司在这一阶段结束时扭亏为盈。</p>
</div><p>This seemingly unlikely growth reflects the business world's adoption of AI solutions that are just now starting to take shape in earnest.</p>
<div class="lb-trans"><p>这种看似不太可能的增长反映了商业世界对刚刚开始真正形成的 AI 解决方案的接受。</p>
</div><p>It's true. For all the hype that's surrounded AI so far, most for-profit enterprises haven't actually embraced it yet. As the Motley Fool's own research arm points out, only about 10% of companies in the United States are using AI. The other 90% aren't. Even most technology companies aren't utilizing these tools yet. That may be because, while popular decision-making platforms like Palantir's Foundry and AIP are powerful, they're more than most businesses need. This is in contrast with C3's portfolio of more than 130 simpler enterprise-specific apps like demand forecasting, logistics optimization, predictive maintenance, and customer relationship management tools, just to name a few.</p>
<div class="lb-trans"><p>这是真的。尽管围绕 AI 的炒作已经存在，但大多数盈利企业实际上尚未接受它。正如 Motley Fool 自己的研究部门指出的那样，只有大约 10% 的美国公司在使用 AI。其余 90% 则没有。即使是大多数科技公司也尚未利用这些工具。这可能是因为，尽管像 Palantir 的 Foundry 和 AIP 这样的流行决策平台功能强大，但它们超出了大多数企业的需求。这与 C3 的 130 多个更简单的企业特定应用程序形成对比，例如需求预测、物流优化、预测性维护和客户关系管理工具，仅举几例。</p>
</div><p>With Mordor Intelligence expecting this enterprise AI market to grow at an average annualized rate of nearly 19% through 2030, C3.ai is a very promising long-term prospect. It's not a bad bet in the meantime, either, though. Analysts' current 12-month consensus price target of $29.43 is 28% above the stock's present price.</p>
<div class="lb-trans"><p>摩多智库预计，到 2030 年，企业人工智能市场将以近 19% 的年均增长率增长，因此 C3.ai 是一个非常有前景的长期投资。同时，短期内也并非坏选择。目前分析师对该股票的 12 个月共识目标价为 29.43 美元，比当前股价高出 28%。</p>
</div>

3 Brilliant Growth Stocks to Buy Now and Hold for the Long Term

- Nvidia 和 Palantir Technologies 仍是稳健的投资选择。  
- Twilio、Recursion Pharmaceuticals 和 C3.ai 是值得长期投资的 AI 股票。  
- 这些公司在各自领域展现出强劲的增长潜力。

三只值得现在购买并长期持有的优秀成长股