<p>人工智能（AI）正迅速成为市场上一些最佳增长故事背后的主要增长引擎。这不再是炒作，因为人工智能正在开始重塑我们生活的世界。</p>
<p>让我们来看三只现在值得投资的人工智能股票。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg2MzIvZ2V0dHlpbWFnZXMtMTQ4OTk3MTM0NC5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="373" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg2MzIvZ2V0dHlpbWFnZXMtMTQ4OTk3MTM0NC5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. Palantir</h2>
<p><strong>Palantir Technologies</strong>（PLTR 2.30%）在 911 事件后在政府部门崭露头角，为需要快速解决方案的机构提供先进的数据分析。该核心业务依然强劲，但公司的最大机会现在在于商业领域。其人工智能平台（AIP）从无数来源获取数据，将其组织成 “本体”，并使其可用于人工智能模型。结果是，该平台能够提供可操作的洞察，解决各行业的实际问题。</p>
<p>该公司在商业领域的 AIP 采用速度惊人。Palantir 的美国商业收入在上个季度激增 93%，而其剩余交易价值翻了一番，达到了 27.9 亿美元。客户数量同比增长 64%，但大多数客户仍处于 AIP 旅程的早期阶段。AIP 本质上正在成为人工智能的操作系统，其广泛的应用场景为 Palantir 提供了巨大的增长空间。</p>
<p>在政府方面，该公司也在全力以赴，因为美国政府开始接受人工智能。其美国政府收入在第二季度激增 53%，达到 4.26 亿美元，公司在民用、情报和国防合同中赢得了业务。最近的一份为期 10 年、价值 100 亿美元的美国陆军合同显示了 Palantir 在国防行业的领导地位。</p>
<p>尽管 Palantir 的估值较高，但公司的增长仍在加速。作为人工智能的真正领导者，它有机会成长为全球最大的公司之一。</p>
<h2>2. Amazon</h2>
<p><strong>Amazon</strong>（AMZN 0.08%）正在建立全球最强大的人工智能运营之一。在物流方面，它利用人工智能决定产品的存储位置，规划更快的配送路线，甚至指导司机在大型公寓等难以找到的地点进行投递。它在仓库中部署了超过一百万个人工智能机器人，包括能够检测损坏商品、处理奇形怪状包裹并自我修复的先进模型。它还推出了一种名为 DeepFleet 的新人工智能模型，协调这些机器人更高效地移动产品。</p>
<p>这有助于在其电子商务业务中实现强大的运营杠杆。这在第二季度得到了体现，因为其北美运营收入在上个季度激增 47%，而收入仅增长了 11%。其高利润率的广告业务也是一个亮点，同比增长 23%。在这里，公司利用人工智能改善目标定位、出价和创意广告生成。</p>
<p>在云计算方面，亚马逊网络服务（AWS）仍然是市场领导者，并正成为一个关键的人工智能平台。Bedrock 和 SageMaker 使客户更容易在其基础设施上构建和运行人工智能模型，而其定制芯片在人工智能工作负载增长时为 AWS 提供了成本优势。它还推出了 Strands 和 AgentCore 等新工具，帮助客户安全地构建和运行人工智能代理。公司正在大力投资人工智能基础设施，以满足激增的需求，这一策略预计将在未来几年带来强劲回报。</p>
<p>凭借更精简、更有利可图的电子商务业务和市场领先的云单元，亚马逊拥有两个增长引擎。公司愿意大力投资未来仍然是其最强的优势之一，也是长期持有该股票的最大理由。</p>
<h2>3. Alphabet</h2>
<p>一只常常被忽视的人工智能股票是 <strong>Alphabet</strong>（GOOGL 1.14%）（GOOG 1.25%）。人工智能会损害谷歌搜索的想法并没有实现。人工智能概述正在推动更多用户参与，目前每月有超过 20 亿人使用这些功能，全球搜索查询也在攀升。搜索收入在上个季度增长了 12%，这一加速表明该策略正在奏效。同时，人工智能模式和 Gemini 应用程序才刚刚开始扩展。</p>
<p>谷歌云也在全力以赴，第二季度收入增长 32%，运营利润翻了一番。人工智能需求是一个重要驱动因素，客户使用谷歌的 Vertex 平台在其基础设施上构建和部署人工智能模型。同时，其定制的人工智能芯片——张量处理单元，能够更高效地运行工作负载，并且正在被越来越多的客户采用。尽管 Alphabet 计划在今年花费 850 亿美元用于数据中心相关的资本支出，但其云计算能力预计在 2026 年前将保持紧张，表明需求依然强劲。</p>
<p>此外，YouTube 的表现也不错，广告收入增长了 13%，短视频带来了新的广告机会。Waymo 则在更多城市推出，同时公司也在投资量子计算。</p>
<p>对于一家在多个部门实现双位数增长的公司来说，Alphabet 的估值却出奇地低。它的前瞻市盈率约为 2025 年分析师预估的 20 倍，前瞻市盈率与增长比（PEG）为 0.85。（PEG 比率低于 1 的股票通常被视为被低估。）这是一只同时提供增长和价值的股票，并且在市场上有潜力成为最大的长期人工智能赢家之一。</p>

谷歌-A

谷歌-C

亚马逊

PLTR

亚马逊每日 2 倍做多 ETF - Direxion

<p>人工智能（AI）正成为市场的关键增长驱动力。推荐的三只 AI 股票是：1）Palantir Technologies，该公司的 AI 平台在商业领域的快速采用，使其美国商业收入增长了 93%；2）亚马逊，利用 AI 在物流和云计算方面，运营收入和广告收入显著增长；3）谷歌，该公司在搜索收入和 Google Cloud 方面的增长受到 AI 需求的推动。这些公司在 AI 领域具备可观的增长潜力</p>

<p>Artificial intelligence (AI) is quickly becoming the primary growth engine behind some of the market's best growth stories. It's not about hype anymore, as AI is starting to reshape the world we live in.</p>
<div class="lb-trans"><p>人工智能（AI）正迅速成为市场上一些最佳增长故事背后的主要增长引擎。这不再是炒作，因为人工智能正在开始重塑我们生活的世界。</p>
</div><p>Let's look at three no-brainer AI stocks to buy right now.</p>
<div class="lb-trans"><p>让我们来看三只现在值得投资的人工智能股票。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg2MzIvZ2V0dHlpbWFnZXMtMTQ4OTk3MTM0NC5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F828632%2Fgettyimages-1489971344.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. Palantir</h2>
<div class="lb-trans"><h2>1. Palantir</h2>
</div><p><strong>Palantir Technologies</strong>(PLTR 2.30%) made its mark in the government sector after 9/11, providing advanced data analytics to agencies that required rapid solutions. That core business remains strong, but the company's biggest opportunity is now in the commercial sector. Its Artificial Intelligence Platform (AIP) takes data from countless sources, organizes it into an &#34;ontology,&#34; and makes it usable for AI models. The result is that its platform can provide actionable insights that can solve real-world problems across industries.</p>
<div class="lb-trans"><p><strong>Palantir Technologies</strong>（PLTR 2.30%）在 911 事件后在政府部门崭露头角，为需要快速解决方案的机构提供先进的数据分析。该核心业务依然强劲，但公司的最大机会现在在于商业领域。其人工智能平台（AIP）从无数来源获取数据，将其组织成 “本体”，并使其可用于人工智能模型。结果是，该平台能够提供可操作的洞察，解决各行业的实际问题。</p>
</div><p>The company is seeing AIP being adopted in the commercial space at a blistering pace. Palantir's U.S. commercial revenue jumped 93% last quarter, while its remaining deal value more than doubled to $2.79 billion. Its customer count climbed 64% year over year, yet most are still early in their AIP journey. AIP is essentially becoming an operating system for AI, and its breadth of use cases just gives Palantir an enormous runway for growth ahead.</p>
<div class="lb-trans"><p>该公司在商业领域的 AIP 采用速度惊人。Palantir 的美国商业收入在上个季度激增 93%，而其剩余交易价值翻了一番，达到了 27.9 亿美元。客户数量同比增长 64%，但大多数客户仍处于 AIP 旅程的早期阶段。AIP 本质上正在成为人工智能的操作系统，其广泛的应用场景为 Palantir 提供了巨大的增长空间。</p>
</div><p>The company is also firing on all cylinders on the government side as well, as the U.S. government begins to embrace AI. Its U.S. government revenue surged 53% to $426 million in Q2, with the company winning business across civil, intel, and defense contracts. A recent 10-year, $10 billion U.S. Army contract shows how much of a leader Palantir has become in the defense industry.</p>
<div class="lb-trans"><p>在政府方面，该公司也在全力以赴，因为美国政府开始接受人工智能。其美国政府收入在第二季度激增 53%，达到 4.26 亿美元，公司在民用、情报和国防合同中赢得了业务。最近的一份为期 10 年、价值 100 亿美元的美国陆军合同显示了 Palantir 在国防行业的领导地位。</p>
</div><p>While Palantir's valuation is high, the company's growth only continues to accelerate. As a true leader in AI, it has the opportunity to grow into one of the largest companies in the world.</p>
<div class="lb-trans"><p>尽管 Palantir 的估值较高，但公司的增长仍在加速。作为人工智能的真正领导者，它有机会成长为全球最大的公司之一。</p>
</div><h2>2. Amazon</h2>
<div class="lb-trans"><h2>2. Amazon</h2>
</div><p><strong>Amazon</strong>(AMZN 0.08%) is building one of the most powerful AI operations in the world. In logistics, it's using AI to decide where products should be stored, map faster delivery routes, and even guide drivers to hard-to-find drop-off spots in places like large apartment complexes. It also has more than a million AI robots deployed in its warehouses, including advanced models that can detect damaged goods, handle odd-shaped packages, and repair themselves. It's also introduced a new AI model called DeepFleet that coordinates these robots to move products more efficiently through its warehouses.</p>
<div class="lb-trans"><p><strong>Amazon</strong>（AMZN 0.08%）正在建立全球最强大的人工智能运营之一。在物流方面，它利用人工智能决定产品的存储位置，规划更快的配送路线，甚至指导司机在大型公寓等难以找到的地点进行投递。它在仓库中部署了超过一百万个人工智能机器人，包括能够检测损坏商品、处理奇形怪状包裹并自我修复的先进模型。它还推出了一种名为 DeepFleet 的新人工智能模型，协调这些机器人更高效地移动产品。</p>
</div><p>This is helping lead to strong operating leverage in its e-commerce business. This was on display in Q2, as its North America operating income surged 47% last quarter on just 11% revenue growth. Its high-margin advertising business is another bright spot, growing 23% year over year. Here, the company is using AI to improve targeting, bidding, and creative ad generation.</p>
<div class="lb-trans"><p>这有助于在其电子商务业务中实现强大的运营杠杆。这在第二季度得到了体现，因为其北美运营收入在上个季度激增 47%，而收入仅增长了 11%。其高利润率的广告业务也是一个亮点，同比增长 23%。在这里，公司利用人工智能改善目标定位、出价和创意广告生成。</p>
</div><p>In cloud computing, Amazon Web Services (AWS) remains the market leader and is becoming a critical AI platform. Bedrock and SageMaker make it easier for customers to build and run AI models on its infrastructure, while its custom-built chips give AWS a cost edge as AI workloads grow. It's also introduced new tools like Strands and AgentCore to help customers safely build and run AI agents. The company is investing heavily in AI infrastructure to meet surging demand, a strategy that should drive strong returns for years.</p>
<div class="lb-trans"><p>在云计算方面，亚马逊网络服务（AWS）仍然是市场领导者，并正成为一个关键的人工智能平台。Bedrock 和 SageMaker 使客户更容易在其基础设施上构建和运行人工智能模型，而其定制芯片在人工智能工作负载增长时为 AWS 提供了成本优势。它还推出了 Strands 和 AgentCore 等新工具，帮助客户安全地构建和运行人工智能代理。公司正在大力投资人工智能基础设施，以满足激增的需求，这一策略预计将在未来几年带来强劲回报。</p>
</div><p>Between a leaner, more profitable e-commerce business and a market-leading cloud unit, Amazon has two growth engines. The company's willingness to invest heavily for the future remains one of its strongest advantages, and the biggest reason to own the stock for the long haul.</p>
<div class="lb-trans"><p>凭借更精简、更有利可图的电子商务业务和市场领先的云单元，亚马逊拥有两个增长引擎。公司愿意大力投资未来仍然是其最强的优势之一，也是长期持有该股票的最大理由。</p>
</div><h2>3. Alphabet</h2>
<div class="lb-trans"><h2>3. Alphabet</h2>
</div><p>One AI stock that often gets overlooked is <strong>Alphabet</strong>(GOOGL 1.14%)(GOOG 1.25%). The idea that AI would hurt Google Search hasn't panned out. AI Overviews are driving more user engagement, with more than 2 billion people now using them monthly, and search queries are climbing worldwide. Search revenue grew 12% last quarter, an acceleration that shows the strategy is working. Meanwhile, AI Mode and the Gemini app are only just beginning to scale up.</p>
<div class="lb-trans"><p>一只常常被忽视的人工智能股票是 <strong>Alphabet</strong>（GOOGL 1.14%）（GOOG 1.25%）。人工智能会损害谷歌搜索的想法并没有实现。人工智能概述正在推动更多用户参与，目前每月有超过 20 亿人使用这些功能，全球搜索查询也在攀升。搜索收入在上个季度增长了 12%，这一加速表明该策略正在奏效。同时，人工智能模式和 Gemini 应用程序才刚刚开始扩展。</p>
</div><p>Google Cloud is firing on all cylinders as well, with revenue up 32% in Q2 and operating profit more than doubling. AI demand is a big driver, as customers use Google's Vertex platform to build and deploy AI models on its infrastructure. Meanwhile, its custom AI chips, Tensor Processing Units, can help run workloads more efficiently and are seeing increased adoption. Even with Alphabet planning to spend $85 billion in data center-related capital expenditures this year, its cloud computing capacity is expected to stay tight into 2026, a sign that demand remains high.</p>
<div class="lb-trans"><p>谷歌云也在全力以赴，第二季度收入增长 32%，运营利润翻了一番。人工智能需求是一个重要驱动因素，客户使用谷歌的 Vertex 平台在其基础设施上构建和部署人工智能模型。同时，其定制的人工智能芯片——张量处理单元，能够更高效地运行工作负载，并且正在被越来越多的客户采用。尽管 Alphabet 计划在今年花费 850 亿美元用于数据中心相关的资本支出，但其云计算能力预计在 2026 年前将保持紧张，表明需求依然强劲。</p>
</div><p>In addition, YouTube is holding up nicely, with ad revenue rising 13% and Shorts bringing in new ad opportunities. Waymo, meanwhile, is rolling out into more cities, while the company is also investing in quantum computing.</p>
<div class="lb-trans"><p>此外，YouTube 的表现也不错，广告收入增长了 13%，短视频带来了新的广告机会。Waymo 则在更多城市推出，同时公司也在投资量子计算。</p>
</div><p>For a company growing double-digits across multiple divisions, Alphabet's valuation is surprisingly low. It trades at a forward price-to-earnings ratio of around 20 times 2025 analyst estimates, and a forward price/earnings-to-growth ratio (PEG) of 0.85. (Stocks with PEG ratios below 1 are usually regarded as undervalued.) It's a stock that offers both growth and value, and it has the greatest potential to be one of the biggest long-term AI winners in the market.</p>
<div class="lb-trans"><p>对于一家在多个部门实现双位数增长的公司来说，Alphabet 的估值却出奇地低。它的前瞻市盈率约为 2025 年分析师预估的 20 倍，前瞻市盈率与增长比（PEG）为 0.85。（PEG 比率低于 1 的股票通常被视为被低估。）这是一只同时提供增长和价值的股票，并且在市场上有潜力成为最大的长期人工智能赢家之一。</p>
</div>

3 No-Brainer AI Stocks to Buy Right Now

- 人工智能正在成为市场增长的主要引擎。  
- Palantir、亚马逊和 Alphabet 是值得关注的 AI 股票。  
- 这三家公司在各自领域的 AI 应用和增长潜力显著。  

3 只值得立即购买的 AI 股票