<p><strong>摩根士丹利</strong> 分析师预计，到 2028 年，人工智能（AI）在基础设施和软件上的支出将增长超过 600%。购买 <strong>英伟达</strong> 和/或 <strong>Palantir</strong> 的股票一直是利用这一趋势的热门方式，但投资者也应考虑 <strong>Meta Platforms</strong>（META 0.25%）和 <strong>Pure Storage</strong>（PSTG 0.56%）。</p>
<p>大多数华尔街分析师对这些公司的前景持乐观态度。Meta Platforms 的目标股价中位数为每股 875 美元，意味着相较于当前的 735 美元股价有 19% 的上涨空间。而 Pure Storage 的目标股价中位数为每股 80 美元，意味着相较于当前的 77 美元股价有 4% 的上涨空间。</p>
<p>以下是我认为这些 AI 股票是出色的长期投资的原因。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE3NzgvYXJ0aWZpY2lhbC1pbnRlbGxpZ2VuY2UtMzIuanBnJnc9NzAw?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE3NzgvYXJ0aWZpY2lhbC1pbnRlbGxpZ2VuY2UtMzIuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. Meta Platforms</h2>
<p>Meta Platforms 拥有四大社交媒体网络中三大最受欢迎的网络，按月活跃用户计算。这一主导竞争地位使公司能够洞察消费者的口味和偏好，从而帮助其精准投放媒体内容和广告。因此，Meta Platforms 是全球第二大广告技术公司，并且根据 <strong>晨星</strong> 的说法，它有望获得市场份额。</p>
<p>该公司一直在积极投资人工智能（AI），包括定制芯片、Llama 大型语言模型、推荐内容的机器学习模型，以及为广告客户提供的 AI 创意工具。这些努力正在取得成效。用户在 Facebook 和 Instagram 上花费的时间越来越多，广告转化率——即点击和购买的数量——在这两个社交媒体平台上都在增加。</p>
<p>更为雄心勃勃的是，Meta 希望在明年之前实现整个广告创作过程的自动化。《华尔街日报》最近报道说：“使用 Meta 正在开发的广告工具，品牌可以展示他们想要推广的产品图像以及预算目标，AI 将创建整个广告，包括图像、视频和文本。”</p>
<p>因此，Meta 有很大的机会在未来几年实现两位数的收入增长。我之所以这样说，是因为广告技术支出预计将在 2032 年前每年增长 14%，因此如果 Meta 确实获得市场份额，其在此期间的收入增长将更快。这还不包括它在新兴智能眼镜市场的巨大机会。</p>
<p>华尔街预计未来三年盈利将以每年 17% 的速度增长。这使得当前 27 倍的市盈率看起来相当合理，尤其是当两年平均市盈率为 28 倍时。耐心的投资者应该可以放心地今天购买一些这只 AI 股票。</p>
<h2>2. Pure Storage</h2>
<p>Pure Storage 提供企业数据存储硬件、软件和服务。它专注于全闪存阵列，这种存储系统仅包含闪存，而不是速度较慢且耐用性较差的硬盘驱动器。其 DirectFlash 架构提供了市场上最接近产品的两到三倍存储密度和一半的功耗。</p>
<p>研究公司 <strong>Gartner</strong> 最近将 Pure Storage 评为主要块存储平台以及文件和对象存储平台的领导者。分析师评论说，Pure Storage FlashBlade 系统在行业中提供了最高的密度和最低的功耗，这些特性使其产品能够有效支持人工智能工作负载。</p>
<p>在这方面，Pure Storage 今年早些时候宣布了其下一代 FlashBlade 系统。首席执行官 Charles Giancarlo 表示：“FlashBlade XL 将是行业中性能最高的 AI 和高性能计算存储平台。”</p>
<p>此外，Meta Platforms 最近选择 Pure Storage 来支持其数据中心存储基础设施，Giancarlo 认为其 DirectFlash 技术可能成为所有超大规模数据中心的行业标准，因为它提供了 “无与伦比的性能和可扩展性，同时降低了运营成本和功耗。”</p>
<p>华尔街预计 Pure Storage 的调整后盈利将在截至 2027 年 1 月的财年内每年增长 27%。这使得当前 46 倍的调整后市盈率看起来合理，尤其是该公司在过去四个季度中平均超出共识盈利预期 14%。耐心的投资者今天应该在这只鲜为人知的 AI 股票中买入少量股份。</p>

PSTG

META

<p>摩根士丹利分析师预测，到 2028 年，人工智能支出将激增超过 600%。投资者被建议考虑 Meta Platforms 和 Pure Storage，而不是 Nvidia 或 Palantir。Meta 的股票目标价为 875 美元，意味着有 19% 的上涨空间，而 Pure Storage 的目标价为 80 美元，暗示有 4% 的上涨空间。Meta 正在通过人工智能增强其广告技术，目标是实现两位数的收入增长，而 Pure Storage 因其高效的数据存储解决方案而受到认可，预计到 2027 年每年的盈利增长将达到 27%。这两只股票都被推荐用于长期投资</p>

<p><strong>Morgan Stanley</strong> analysts estimate artificial intelligence (AI) spending across infrastructure and software will increase more than 600% by 2028. Buying stock in <strong>Nvidia</strong> and/or <strong>Palantir</strong> has been a popular way to capitalize on that trend, but investors should consider <strong>Meta Platforms</strong>(META 0.25%) and <strong>Pure Storage</strong>(PSTG 0.56%).</p>
<div class="lb-trans"><p><strong>摩根士丹利</strong> 分析师预计，到 2028 年，人工智能（AI）在基础设施和软件上的支出将增长超过 600%。购买 <strong>英伟达</strong> 和/或 <strong>Palantir</strong> 的股票一直是利用这一趋势的热门方式，但投资者也应考虑 <strong>Meta Platforms</strong>（META 0.25%）和 <strong>Pure Storage</strong>（PSTG 0.56%）。</p>
</div><p>Most Wall Street analysts following the companies have favorable outlooks. Meta Platforms has a median target price of $875 per share, implying 19% upside from its current share price of $735. And Pure Storage has a median target price of $80 per share, implying 4% upside from the current share price of $77.</p>
<div class="lb-trans"><p>大多数华尔街分析师对这些公司的前景持乐观态度。Meta Platforms 的目标股价中位数为每股 875 美元，意味着相较于当前的 735 美元股价有 19% 的上涨空间。而 Pure Storage 的目标股价中位数为每股 80 美元，意味着相较于当前的 77 美元股价有 4% 的上涨空间。</p>
</div><p>Here's why I think these AI stocks are brilliant long-term investments.</p>
<div class="lb-trans"><p>以下是我认为这些 AI 股票是出色的长期投资的原因。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE3NzgvYXJ0aWZpY2lhbC1pbnRlbGxpZ2VuY2UtMzIuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F831778%2Fartificial-intelligence-32.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. Meta Platforms</h2>
<div class="lb-trans"><h2>1. Meta Platforms</h2>
</div><p>Meta Platforms owns three of the four most popular social media networks as measured by monthly active users. That dominant competitive position affords the company insight into consumer tastes and preferences, which helps it target media content and advertising. In turn, Meta Platforms is the second largest ad tech company worldwide, and it's poised to gain market share, according to <strong>Morningstar</strong>.</p>
<div class="lb-trans"><p>Meta Platforms 拥有四大社交媒体网络中三大最受欢迎的网络，按月活跃用户计算。这一主导竞争地位使公司能够洞察消费者的口味和偏好，从而帮助其精准投放媒体内容和广告。因此，Meta Platforms 是全球第二大广告技术公司，并且根据 <strong>晨星</strong> 的说法，它有望获得市场份额。</p>
</div><p>The company has been investing aggressively in artificial intelligence (AI), including custom chips, Llama large language models, machine learning models to recommend content, and AI creative tools for advertisers. Those efforts are paying off. Users are spending more time on Facebook and Instagram, and ad conversion rates -- meaning the number of clicks and purchases -- are increasing across both social media properties.</p>
<div class="lb-trans"><p>该公司一直在积极投资人工智能（AI），包括定制芯片、Llama 大型语言模型、推荐内容的机器学习模型，以及为广告客户提供的 AI 创意工具。这些努力正在取得成效。用户在 Facebook 和 Instagram 上花费的时间越来越多，广告转化率——即点击和购买的数量——在这两个社交媒体平台上都在增加。</p>
</div><p>Even more ambitious, Meta hopes to automate the entire ad creation process by next year. <em>The Wall Street Journal</em> recently reported, &#34;Using the ad tools Meta is developing, a brand could present an image of the product it wants to promote along with a budgetary goal, and AI would create the entire ad, including imagery, video, and text.&#34;</p>
<div class="lb-trans"><p>更为雄心勃勃的是，Meta 希望在明年之前实现整个广告创作过程的自动化。《华尔街日报》最近报道说：“使用 Meta 正在开发的广告工具，品牌可以展示他们想要推广的产品图像以及预算目标，AI 将创建整个广告，包括图像、视频和文本。”</p>
</div><p>Consequently, Meta has a great shot at delivering double-digit revenue growth for several years to come. I say that because ad tech spending is forecast to increase at 14% annually through 2032, so Meta would report even faster revenue growth during that period if it does indeed gain market share. And that doesn't even account for its substantial opportunity in the nascent smart glasses market.</p>
<div class="lb-trans"><p>因此，Meta 有很大的机会在未来几年实现两位数的收入增长。我之所以这样说，是因为广告技术支出预计将在 2032 年前每年增长 14%，因此如果 Meta 确实获得市场份额，其在此期间的收入增长将更快。这还不包括它在新兴智能眼镜市场的巨大机会。</p>
</div><p>Wall Street estimates earnings will increase at 17% annually over the next three years. That makes the current valuation of 27 times earnings look quite reasonable, especially when the two-year average is 28 times earnings. Patient investors should feel comfortable buying a few shares of this AI stock today.</p>
<div class="lb-trans"><p>华尔街预计未来三年盈利将以每年 17% 的速度增长。这使得当前 27 倍的市盈率看起来相当合理，尤其是当两年平均市盈率为 28 倍时。耐心的投资者应该可以放心地今天购买一些这只 AI 股票。</p>
</div><h2>2. Pure Storage</h2>
<div class="lb-trans"><h2>2. Pure Storage</h2>
</div><p>Pure Storage offers enterprise data storage hardware, software, and services. It specializes in all-flash arrays, storage systems that contain only flash memory rather than slower and less durable hard-disk drives. Its DirectFlash architecture offers two to three times the storage density and half the power consumption as the next closest product on the market.</p>
<div class="lb-trans"><p>Pure Storage 提供企业数据存储硬件、软件和服务。它专注于全闪存阵列，这种存储系统仅包含闪存，而不是速度较慢且耐用性较差的硬盘驱动器。其 DirectFlash 架构提供了市场上最接近产品的两到三倍存储密度和一半的功耗。</p>
</div><p>Research company <strong>Gartner</strong> recently ranked Pure Storage as a leader in primary block storage platforms, as well as file and object storage platforms. The analysts commented that Pure Storage FlashBlade systems offer the highest density and lowest power consumption in the industry, qualities that make its products adept at supporting artificial intelligence workloads.</p>
<div class="lb-trans"><p>研究公司 <strong>Gartner</strong> 最近将 Pure Storage 评为主要块存储平台以及文件和对象存储平台的领导者。分析师评论说，Pure Storage FlashBlade 系统在行业中提供了最高的密度和最低的功耗，这些特性使其产品能够有效支持人工智能工作负载。</p>
</div><p>On that note, Pure Storage earlier this year announced its next-generation FlashBlade systems. CEO Charles Giancarlo said, &#34;FlashBlade XL will be the industry's highest-performing storage platform for AI and high-performance computing when it is delivered.&#34;</p>
<div class="lb-trans"><p>在这方面，Pure Storage 今年早些时候宣布了其下一代 FlashBlade 系统。首席执行官 Charles Giancarlo 表示：“FlashBlade XL 将是行业中性能最高的 AI 和高性能计算存储平台。”</p>
</div><p>In addition, Meta Platforms recently chose Pure Storage to power its data center storage infrastructure, and Giancarlo thinks its DirectFlash technology could become the industry standard for all hyperscalers because it offers &#34;unparalleled performance and scalability while also reducing operating costs and power consumption.&#34;</p>
<div class="lb-trans"><p>此外，Meta Platforms 最近选择 Pure Storage 来支持其数据中心存储基础设施，Giancarlo 认为其 DirectFlash 技术可能成为所有超大规模数据中心的行业标准，因为它提供了 “无与伦比的性能和可扩展性，同时降低了运营成本和功耗。”</p>
</div><p>Wall Street expects Pure Storage's adjusted earnings to grow at 27% annually through the fiscal year ending in January 2027. That makes the current valuation of 46 times adjusted look reasonable, especially when the company beat the consensus earnings estimate by an average of 14% during the last four quarters. Patient investors should buy a small position in this little-known AI stock today.</p>
<div class="lb-trans"><p>华尔街预计 Pure Storage 的调整后盈利将在截至 2027 年 1 月的财年内每年增长 27%。这使得当前 46 倍的调整后市盈率看起来合理，尤其是该公司在过去四个季度中平均超出共识盈利预期 14%。耐心的投资者今天应该在这只鲜为人知的 AI 股票中买入少量股份。</p>
</div>

AI Spending Could Soar 600%: 2 Brilliant AI Stocks to Buy in September (Hint: Not Nvidia or Palantir)

- 摩根士丹利分析师预计，人工智能支出到 2028 年将增长超过 600%。
- Meta Platforms 和 Pure Storage 被认为是值得投资的 AI 股票，前者的目标价为 $875，后者为 $80。
- Meta 和 Pure Storage 在各自领域的市场地位和技术创新将推动未来的收入增长。

人工智能支出可能激增 600%：9 月值得购买的两只出色 AI 股票（提示：不是英伟达或 Palantir）