<p>寻找下一个十年获胜股票创意的投资者无需再寻找其他公司，人工智能（AI）采用的推动者就是最佳选择。最近为云计算市场服务的领先公司的财务结果显示，企业对 AI 的投资仍处于早期阶段。以下是两只可以从这一机会中获利的股票。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkwNzYvYXJ0aWZpY2lhbC1pbnRlbGxpZ2VuY2UtY2hpcC10ZWNobm9sb2d5LmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="466" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkwNzYvYXJ0aWZpY2lhbC1pbnRlbGxpZ2VuY2UtY2hpcC10ZWNobm9sb2d5LmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. 微软</h2>
<p><strong>微软</strong>（MSFT -0.40%）是云服务市场的巨头。虽然 <strong>亚马逊</strong> 仍然在市场份额上占据首位，但微软 Azure 的增长速度更快，有望最终超越云市场的第一位置。微软股票今年迄今上涨了 26%。</p>
<p>微软的 Azure 及其他云服务在财政第四季度（截至 6 月）实现了 39% 的年增长率。管理层将其在全球 70 个地区超过 400 个数据中心的不断扩展归功于其增长势头。</p>
<p>该公司还通过 Microsoft Fabric 等工具进一步增强其竞争地位。这是一个快速扩展的数据和分析平台。上个季度的收入同比增长了 55%，表明微软有能力满足对 AI 驱动的数据库服务的需求。</p>
<p>目前，微软的年收入为 2810 亿美元，但管理层指出，其云业务的合同积压价值达到 3680 亿美元。</p>
<p>在这样一家大型公司最近一个季度每股收益同比增长 24% 的情况下，华尔街可能仍低估了 AI 机会的规模。分析师预计未来几年将实现低双位数的收益增长，但这可能低估了公司的机会。微软多年来为投资者提供了优异的回报，这一趋势似乎不会很快结束。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkwNzYvb3JhY2xlLWxvZ28tb24tYnVpbGRpbmcuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="466" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkwNzYvb3JhY2xlLWxvZ28tb24tYnVpbGRpbmcuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>2. 甲骨文</h2>
<p><strong>甲骨文</strong>（ORCL 1.38%）是另一只可以从云服务投资增长中受益的顶级科技股票。甲骨文的云基础设施业务正在经历爆炸性增长，这使得股票在 6 月的财政第四季度财报发布后创下新高。首席执行官 Safra Catz 在财报电话会议上表示：“在第四季度，我们实现了双位数的收入增长，未来只会更好。”</p>
<p>甲骨文已经建立云服务超过十年，这一努力正在得到回报。企业选择甲骨文的市场领先数据库服务，以利用自主功能。自主数据库的消费收入同比增长 47%，较去年同期的 27% 增长加速。</p>
<p>从 2026 财政年度开始，管理层预计增长将加速。公司指引预计，云收入的总增长将在不变货币下超过 40%，云基础设施的增长将超过 70%，其中包括自主数据库业务。</p>
<p>甲骨文在推动经济中的 AI 革命方面发挥着重要作用。这体现在其与 OpenAI 的 Stargate 项目的参与，该项目旨在在美国建立最先进的 AI 基础设施。预计 Stargate 带来的收入将在未来十年内至少对甲骨文的增长产生一定贡献。</p>
<p>值得一提的是，华尔街分析师预计甲骨文的调整后（非 GAAP）收益将在 2030 财政年度之前以 19% 的年化率增长。甲骨文是行业领先的云数据库提供商，拥有大量企业应用程序。它在为投资者提供稳定回报方面有着悠久的历史，过去十年股票上涨超过 500%。随着 AI 推动增长，它应该继续回报股东。</p>

甲骨文

微软

2 倍做多 MSFT ETF - GraniteShares

MSFO

微软每日 1 倍做空 ETF - Direxion

微软每日 2 倍做多 ETF - Direxion

MSFX

MSFY

<p>投资者被鼓励将微软和甲骨文视为长期投资的顶级科技股票，特别是由于它们在不断增长的人工智能和云服务市场中的角色。微软的 Azure 云服务正在经历显著增长，年收入增长 39%，而甲骨文的云基础设施也在快速扩展，预计总云收入将增长 40%。这两家公司都处于有利位置，可以利用人工智能革命，使其成为寻求在未来十年获得强劲回报的投资者的吸引选项</p>

<p>Investors looking for winning stock ideas for the next decade need to look no further than the companies enabling artificial intelligence (AI) adoption. The recent financial results of leading companies serving the cloud computing market show that enterprise investment in AI is still in the early stages. Here are two stocks to profit from this opportunity.</p>
<div class="lb-trans"><p>寻找下一个十年获胜股票创意的投资者无需再寻找其他公司，人工智能（AI）采用的推动者就是最佳选择。最近为云计算市场服务的领先公司的财务结果显示，企业对 AI 的投资仍处于早期阶段。以下是两只可以从这一机会中获利的股票。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkwNzYvYXJ0aWZpY2lhbC1pbnRlbGxpZ2VuY2UtY2hpcC10ZWNobm9sb2d5LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F829076%2Fartificial-intelligence-chip-technology.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. Microsoft</h2>
<div class="lb-trans"><h2>1. 微软</h2>
</div><p><strong>Microsoft</strong>(MSFT -0.40%) is the 800-pound gorilla in the cloud services market. While <strong>Amazon</strong> continues to control the top spot in market share, Microsoft Azure is growing faster and is on pace to eventually overtake the No. 1 position in the cloud market. Microsoft stock is up 26% year to date.</p>
<div class="lb-trans"><p><strong>微软</strong>（MSFT -0.40%）是云服务市场的巨头。虽然 <strong>亚马逊</strong> 仍然在市场份额上占据首位，但微软 Azure 的增长速度更快，有望最终超越云市场的第一位置。微软股票今年迄今上涨了 26%。</p>
</div><p>Azure and other cloud services from Microsoft posted a 39% year-over-year increase in revenue for the fiscal fourth quarter (which ended in June). Management credits its growing footprint of over 400 data centers in 70 regions around the world for its momentum.</p>
<div class="lb-trans"><p>微软的 Azure 及其他云服务在财政第四季度（截至 6 月）实现了 39% 的年增长率。管理层将其在全球 70 个地区超过 400 个数据中心的不断扩展归功于其增长势头。</p>
</div><p>The company is further bolstering its competitive position with tools like Microsoft Fabric. This is a data and analytics platform that is rapidly expanding. Revenue grew 55% year over year last quarter, indicating that Microsoft is positioned to capture demand for AI-driven database services.</p>
<div class="lb-trans"><p>该公司还通过 Microsoft Fabric 等工具进一步增强其竞争地位。这是一个快速扩展的数据和分析平台。上个季度的收入同比增长了 55%，表明微软有能力满足对 AI 驱动的数据库服务的需求。</p>
</div><p>Microsoft generates $281 billion in annual revenue right now, yet management noted that there is $368 billion worth of contracted backlog across its cloud business.</p>
<div class="lb-trans"><p>目前，微软的年收入为 2810 亿美元，但管理层指出，其云业务的合同积压价值达到 3680 亿美元。</p>
</div><p>With a company this large growing earnings per share at 24% year over year in the recent quarter, it's possible that Wall Street is still underestimating the size of the AI opportunity. Analysts are projecting low-double-digit earnings growth over the next few years, but that might be underestimating the company's opportunity. Microsoft has delivered excellent returns for investors for many years, and that streak doesn't appear to be ending anytime soon.</p>
<div class="lb-trans"><p>在这样一家大型公司最近一个季度每股收益同比增长 24% 的情况下，华尔街可能仍低估了 AI 机会的规模。分析师预计未来几年将实现低双位数的收益增长，但这可能低估了公司的机会。微软多年来为投资者提供了优异的回报，这一趋势似乎不会很快结束。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkwNzYvb3JhY2xlLWxvZ28tb24tYnVpbGRpbmcuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F829076%2Foracle-logo-on-building.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>2. Oracle</h2>
<div class="lb-trans"><h2>2. 甲骨文</h2>
</div><p><strong>Oracle</strong>(ORCL 1.38%) is another top tech stock to ride the growing investment in cloud services. Oracle's Cloud Infrastructure business is experiencing explosive growth, which sent the stock to new highs after its fiscal Q4 earnings report in June. &#34;In Q4, we hit double-digit revenue growth and it's only going up from here,&#34; CEO Safra Catz said during the earnings call.</p>
<div class="lb-trans"><p><strong>甲骨文</strong>（ORCL 1.38%）是另一只可以从云服务投资增长中受益的顶级科技股票。甲骨文的云基础设施业务正在经历爆炸性增长，这使得股票在 6 月的财政第四季度财报发布后创下新高。首席执行官 Safra Catz 在财报电话会议上表示：“在第四季度，我们实现了双位数的收入增长，未来只会更好。”</p>
</div><p>Oracle has been building up its cloud offering for over a decade, and it's paying off. Companies are choosing Oracle for its market-leading database services to leverage autonomous features. Autonomous database consumption revenue grew 47% year over year, accelerating from 27% growth in the year-ago quarter.</p>
<div class="lb-trans"><p>甲骨文已经建立云服务超过十年，这一努力正在得到回报。企业选择甲骨文的市场领先数据库服务，以利用自主功能。自主数据库的消费收入同比增长 47%，较去年同期的 27% 增长加速。</p>
</div><p>Beginning in fiscal 2026, management expects growth to accelerate. Company guidance calls for total cloud revenue growth to be over 40% in constant currency, with cloud infrastructure growth of over 70%, which includes the autonomous database business.</p>
<div class="lb-trans"><p>从 2026 财政年度开始，管理层预计增长将加速。公司指引预计，云收入的总增长将在不变货币下超过 40%，云基础设施的增长将超过 70%，其中包括自主数据库业务。</p>
</div><p>Oracle is playing an important role in enabling the AI revolution across the economy. This is evidenced by its participation in the Stargate Project with OpenAI, which aims to build state-of-the-art AI infrastructure in the U.S. The revenue expected from Stargate should at least marginally contribute to Oracle's growth over the next decade.</p>
<div class="lb-trans"><p>甲骨文在推动经济中的 AI 革命方面发挥着重要作用。这体现在其与 OpenAI 的 Stargate 项目的参与，该项目旨在在美国建立最先进的 AI 基础设施。预计 Stargate 带来的收入将在未来十年内至少对甲骨文的增长产生一定贡献。</p>
</div><p>For what it's worth, Wall Street analysts expect Oracle's adjusted (non-GAAP) earnings to grow at an annualized rate of 19% through fiscal 2030. Oracle is an industry-leading cloud database provider with a large suite of enterprise applications. It has a long history of delivering solid returns to investors, with the stock up over 500% in the last decade. With growth accelerating due to AI, it should continue to reward shareholders.</p>
<div class="lb-trans"><p>值得一提的是，华尔街分析师预计甲骨文的调整后（非 GAAP）收益将在 2030 财政年度之前以 19% 的年化率增长。甲骨文是行业领先的云数据库提供商，拥有大量企业应用程序。它在为投资者提供稳定回报方面有着悠久的历史，过去十年股票上涨超过 500%。随着 AI 推动增长，它应该继续回报股东。</p>
</div>

2 Soaring Tech Stocks to Buy and Hold for the Next Decade

- 投资者应关注推动人工智能（AI）采用的公司。  
- 微软和甲骨文是云计算市场的领先者，均显示出强劲的增长潜力。  
- 预计未来十年，AI 相关投资将推动这两家公司持续回报投资者。  

未来十年值得买入并长期持有的两只科技股票