<p>自从 ChatGPT 发布以来已经快三年了，人工智能 (AI) 热潮仍在推动它所引发的牛市。尽管之前对关税和其他宏观经济逆风可能引发经济放缓甚至衰退的担忧，股票似乎仍然有望在 2025 年再创佳绩。</p>
<p>然而，即使在这一趋势的此时，仍有一些 AI 股票在投资者中被大大忽视。以下是两个可能带来超越市场表现的股票。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE5MDkvYWktbGV0dGVycy5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE5MDkvYWktbGV0dGVycy5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. Sweetgreen</h2>
<p><strong>Sweetgreen</strong>(SG 2.23%) 是一家快餐沙拉连锁店，但该公司不仅仅是典型的餐饮连锁。实际上，它正将未来押注于一种名为无限厨房的机器人助手。这项技术帮助准备、测量和分配沙拉碗的配料，以提高服务效率、增加产出并降低人工成本。</p>
<p>该公司正在通过改造将无限厨房添加到更多现有餐厅，并预计今年计划开设的至少 40 家餐厅中将有 20 家使用这些厨房。</p>
<p>尽管这项技术前景可期，但 Sweetgreen 最近的业绩令人失望，其股票在过去一年中大幅下跌。除了构建和部署无限厨房所需的高额前期支出外，该公司还面临消费者可支配支出普遍回落和对其高价格的抱怨。今年早些时候南加州的野火也对其业务造成了影响。该公司总部位于洛杉矶，洛杉矶大都市区是其最大的市场之一。</p>
<p>然而，这只股票要想反弹并不需要太多，尤其是其市值已降至仅 10 亿美元。2025 年下半年，年度财务比较应该会变得更容易，与无限厨房相关的一般和管理费用将在业务扩展时逐步降低。</p>
<p>Sweetgreen 计划在未来几年内将门店数量大致增加到至少 1,000 家。尽管该公司仍在亏损，且其可比门店销售在最近几个季度有所下降，但其餐厅仍然受欢迎，平均单店销售额接近 300 万美元。</p>
<p>为了让业务升温，Sweetgreen 需要改善的宏观经济环境和回升的消费者需求，但如果其无限厨房能带来强劲的业绩，这只股票有很大的上涨潜力。</p>
<h2>2. Amplitude</h2>
<p>软件公司在利用 AI 热潮的顺风中落后于芯片制造商，但有一只小型软件股可能因 AI 相关需求而飙升，那就是 <strong>Amplitude</strong>(AMPL 4.96%)。</p>
<p>这家云软件公司专注于产品分析。它帮助企业了解客户如何使用其数字产品，如网站和应用程序，从而根据用户的使用情况进行改进。</p>
<p>Amplitude 的分析平台包括一套功能，刚刚通过公司推出的新 AI 代理得到了增强，这些代理可以为客户分析数据并得出结论，帮助确保他们能够从中获得最大价值。</p>
<p>尽管仍然较小，Amplitude 正在通过超越客户曾依赖的点解决方案而崭露头角，成为产品分析的领导者。它比流行的营销技术解决方案如 Google Analytics 和 <strong>Adobe</strong> Analytics 更适合测量产品数据。</p>
<p>Amplitude 的市值仅约 15 亿美元，如果围绕其新 AI 平台建立势头，仍有很大的增长空间。</p>
<p>随着它克服了与疫情后客户流失相关的逆风，Amplitude 的增长也在加速；一些客户在疫情期间对其产品进行了过度投资。</p>
<p>如果你在寻找一只低调的 AI 股票进行投资，Amplitude 是一个不错的选择。</p>

AMPL

<p>人工智能市场持续繁荣，被忽视的股票如 Sweetgreen 和 Amplitude 展现出超越市场回报的潜力。Sweetgreen 正在整合机器人技术以提高效率，但面临高价格和近期野火影响其业务等挑战。与此同时，Amplitude 是一家小型软件公司，正在利用人工智能需求，其产品分析平台最近增强了人工智能功能。如果宏观经济条件改善和消费者需求回升，这两家公司都有显著的上涨潜力</p>

<p>It has been nearly three years since ChatGPT was launched, and the artificial intelligence (AI) craze is still driving the bull market that it helped kick off. Stocks look poised to deliver another winning year in 2025 despite earlier concerns that tariffs and other macroeconomic headwinds might trigger a slowdown or even a recession.</p>
<div class="lb-trans"><p>自从 ChatGPT 发布以来已经快三年了，人工智能 (AI) 热潮仍在推动它所引发的牛市。尽管之前对关税和其他宏观经济逆风可能引发经济放缓甚至衰退的担忧，股票似乎仍然有望在 2025 年再创佳绩。</p>
</div><p>Yet even at this point in the trend, some AI stocks remain largely overlooked by investors. Here are two that could deliver market-beating results from here.</p>
<div class="lb-trans"><p>然而，即使在这一趋势的此时，仍有一些 AI 股票在投资者中被大大忽视。以下是两个可能带来超越市场表现的股票。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE5MDkvYWktbGV0dGVycy5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F831909%2Fai-letters.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. Sweetgreen</h2>
<div class="lb-trans"><h2>1. Sweetgreen</h2>
</div><p><strong>Sweetgreen</strong>(SG 2.23%) is a fast-casual salad chain, but the company is more than your typical restaurant chain. In fact, it's betting its future on a robotic assistant it calls the Infinite Kitchen. This technology helps prep, measure, and dispense ingredients for its salad bowls to make service more efficient, increase throughput, and reduce labor costs.</p>
<div class="lb-trans"><p><strong>Sweetgreen</strong>(SG 2.23%) 是一家快餐沙拉连锁店，但该公司不仅仅是典型的餐饮连锁。实际上，它正将未来押注于一种名为无限厨房的机器人助手。这项技术帮助准备、测量和分配沙拉碗的配料，以提高服务效率、增加产出并降低人工成本。</p>
</div><p>The company is adding Infinite Kitchens to more of its existing restaurants through retrofits, and it expects that 20 of the at least 40 restaurants it plans to open this year will use them.</p>
<div class="lb-trans"><p>该公司正在通过改造将无限厨房添加到更多现有餐厅，并预计今年计划开设的至少 40 家餐厅中将有 20 家使用这些厨房。</p>
</div><p>Despite the promise of this technology, Sweetgreen's recent results have been underwhelming, and its stock has fallen sharply over the last year. In addition to the higher upfront spending required to build and deploy Infinite Kitchens, the company has been struggling with a broad pullback in discretionary spending among consumers and complaints about its high prices. The Southern California wildfires earlier this year also took a toll on its business. The company is headquartered in Los Angeles, and the metro area is one of its biggest markets.</p>
<div class="lb-trans"><p>尽管这项技术前景可期，但 Sweetgreen 最近的业绩令人失望，其股票在过去一年中大幅下跌。除了构建和部署无限厨房所需的高额前期支出外，该公司还面临消费者可支配支出普遍回落和对其高价格的抱怨。今年早些时候南加州的野火也对其业务造成了影响。该公司总部位于洛杉矶，洛杉矶大都市区是其最大的市场之一。</p>
</div><p>However, it shouldn't take much for this stock to mount a comeback, especially as its market cap has fallen to just $1 billion. Year-over-year financial comparisons should get easier in the second half of 2025, and the general and administrative expenses related to the Infinite Kitchens will deleverage as the business expands.</p>
<div class="lb-trans"><p>然而，这只股票要想反弹并不需要太多，尤其是其市值已降至仅 10 亿美元。2025 年下半年，年度财务比较应该会变得更容易，与无限厨房相关的一般和管理费用将在业务扩展时逐步降低。</p>
</div><p>Sweetgreen aims to roughly quadruple its store count to at least 1,000 restaurants over the coming years. While the company is still losing money and its comparable-store sales have fallen in recent quarters, its restaurants remain popular, with an average unit volume of close to $3 million.</p>
<div class="lb-trans"><p>Sweetgreen 计划在未来几年内将门店数量大致增加到至少 1,000 家。尽管该公司仍在亏损，且其可比门店销售在最近几个季度有所下降，但其餐厅仍然受欢迎，平均单店销售额接近 300 万美元。</p>
</div><p>For its business to heat up, Sweetgreen will need some help from an improved macroeconomic climate and rebounding consumer demand, but the stock has a lot of upside potential, especially if its Infinite Kitchens deliver strong results.</p>
<div class="lb-trans"><p>为了让业务升温，Sweetgreen 需要改善的宏观经济环境和回升的消费者需求，但如果其无限厨房能带来强劲的业绩，这只股票有很大的上涨潜力。</p>
</div><h2>2. Amplitude</h2>
<div class="lb-trans"><h2>2. Amplitude</h2>
</div><p>Software companies have trailed behind chipmakers in capitalizing on the tailwinds of the AI boom, but one small-cap software stock that could soar due to AI-related demand is <strong>Amplitude</strong>(AMPL 4.96%).</p>
<div class="lb-trans"><p>软件公司在利用 AI 热潮的顺风中落后于芯片制造商，但有一只小型软件股可能因 AI 相关需求而飙升，那就是 <strong>Amplitude</strong>(AMPL 4.96%)。</p>
</div><p>The cloud software company focuses on product analytics. It helps businesses learn how customers use their digital products, like websites and apps, so they can make improvements based on what works for users and what doesn't.</p>
<div class="lb-trans"><p>这家云软件公司专注于产品分析。它帮助企业了解客户如何使用其数字产品，如网站和应用程序，从而根据用户的使用情况进行改进。</p>
</div><p>Amplitude's analytics platform, which includes a suite of features, just got supercharged by the company's launch of new AI agents that can analyze data for customers and draw conclusions, helping to ensure that they can get the most value from it.</p>
<div class="lb-trans"><p>Amplitude 的分析平台包括一套功能，刚刚通过公司推出的新 AI 代理得到了增强，这些代理可以为客户分析数据并得出结论，帮助确保他们能够从中获得最大价值。</p>
</div><p>Though it is still small, Amplitude is emerging as the leader in product analytics by outcompeting the point solutions that its customers used to rely on. It's better suited for measuring product data than popular marketing technology solutions like Google Analytics and <strong>Adobe</strong> Analytics.</p>
<div class="lb-trans"><p>尽管仍然较小，Amplitude 正在通过超越客户曾依赖的点解决方案而崭露头角，成为产品分析的领导者。它比流行的营销技术解决方案如 Google Analytics 和 <strong>Adobe</strong> Analytics 更适合测量产品数据。</p>
</div><p>With a market cap of just around $1.5 billion, Amplitude has a lot of room to run if it builds momentum around its new AI platform.</p>
<div class="lb-trans"><p>Amplitude 的市值仅约 15 亿美元，如果围绕其新 AI 平台建立势头，仍有很大的增长空间。</p>
</div><p>Amplitude's growth is also accelerating now that it has moved past headwinds related to post-pandemic churn; some of its customers overinvested in its products during the pandemic.</p>
<div class="lb-trans"><p>随着它克服了与疫情后客户流失相关的逆风，Amplitude 的增长也在加速；一些客户在疫情期间对其产品进行了过度投资。</p>
</div><p>If you're looking for an under-the-radar AI stock to buy, Amplitude is a great choice.</p>
<div class="lb-trans"><p>如果你在寻找一只低调的 AI 股票进行投资，Amplitude 是一个不错的选择。</p>
</div>

这些被忽视的人工智能股票可能会带来超越市场的回报