<p>如果你有一些额外的现金想要投入到长期投资计划中，现在是开始投资的最佳时机。人工智能（AI）正在以指数级的速度发展，投资者有望通过持有正确的 AI 股票获得丰厚的利润。</p>
<p>以下公司是云服务和数据管理领域的领导者，可能会带来优异的回报。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzI0MjMvc3RvY2stbWFya2V0LWdyYXBoLWFuZC1jdXJyZW5jeS5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzI0MjMvc3RvY2stbWFya2V0LWdyYXBoLWFuZC1jdXJyZW5jeS5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. 微软</h2>
<p><strong>微软</strong>（MSFT 2.25%）在软件领域已经主导了数十年，并将这一优势转化为云服务市场。上个季度，其 Azure 云收入同比增长 39%，增速超过竞争对手，表明其市场份额显著提升。</p>
<p>微软在市场份额上位居云服务领导者 <strong>亚马逊</strong> 网络服务（AWS）之后，但其增长速度是 AWS 的两倍多。Azure 在 2025 财年（截至 6 月）实现了 750 亿美元的收入。这表明 Azure 正在赢得大型交易，企业越来越多地转向云服务来构建、部署和管理 AI 应用。</p>
<p>微软的盈利丰厚的软件业务为其在云和 AI 基础设施上的支出提供了资金。去年，其资本支出达 650 亿美元，部分用于在全球 70 个地区扩展数据中心。这使得微软能够以高速性能和低延迟在全球范围内提供云服务。</p>
<p>此外，通过微软 Office 软件整合云服务也推动了其旗舰软件产品的稳健增长。其生产力软件业务上个季度的收入为 330 亿美元，同比增长 16%。</p>
<p>微软拥有来自软件、云、游戏和广告的多元收入来源，使其成为一个具有韧性的买入持有投资。分析师预计该公司的收益将以 12% 的年化率增长，这将推动股票在未来几年达到新高。</p>
<h2>2. Snowflake</h2>
<p>日益增长的 AI 需求正在推动对数据基础设施的强劲投资。这使得几家数据智能公司如 <strong>MongoDB</strong>、<strong>Datadog</strong> 和 Databricks 受益，它们都在报告强劲的增长。<strong>Snowflake</strong>（SNOW -1.06%）的季度收入同比增长超过 30%，因为其平台上对 AI 驱动工具的需求持续强劲。</p>
<p>Snowflake 提供一个基于云的平台，帮助公司分析、存储和管理数据。它推出了许多新产品，帮助企业利用 AI 从数据中提取洞察。现在，使用该公司 AI 工具的账户超过 6100 个，周活跃用户超过 12000 个。</p>
<p>Snowflake 提供像 Cortex Analyst 和 Cortex Search 这样的工具，提供跨公司应用和数据的 AI 驱动搜索功能。平台上强劲的 AI 采用正在帮助 Snowflake 建立一个粘性的服务生态系统，可能会维持强劲的增长。</p>
<p>上个季度，产品收入同比增长 32%，接近 11 亿美元。该公司保持了 125% 的净收入留存率，表明客户继续在额外服务上花费更多。它还继续看到更多客户签署合同，总客户数量同比增长 19%。</p>
<p>Snowflake 正在将这些收入转化为健康的自由现金流。在过去一年中，其自由现金流总额为 7.34 亿美元，收入为 41 亿美元。强劲的盈利能力和对其云服务的需求应支持股票的新高。分析师预计 Snowflake 在未来几年将以 47% 的年化率增长收益。</p>

SNOW

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>本文强调了两只科技股票，微软和 Snowflake，作为长期投资机会。微软在其 Azure 云服务方面经历了显著增长，年收入增长率达到 39%，并因其多元化的收入来源而在未来增长中处于良好位置。Snowflake 也表现良好，报告显示其季度收入增长超过 30%，这一增长得益于对人工智能的需求，同时客户留存率和盈利能力强劲。分析师预测这两家公司在未来几年将实现可观的盈利增长，使其成为拥有 5,000 美元投资的投资者的吸引选项</p>

<p>If you have some extra cash you're looking to commit to a long-term investment plan, there's never been a better time to start investing. Artificial intelligence (AI) is improving at an exponential rate, and investors stand to profit handsomely from holding the right AI stocks.</p>
<div class="lb-trans"><p>如果你有一些额外的现金想要投入到长期投资计划中，现在是开始投资的最佳时机。人工智能（AI）正在以指数级的速度发展，投资者有望通过持有正确的 AI 股票获得丰厚的利润。</p>
</div><p>The following companies are leaders in cloud services and data management that could deliver excellent returns.</p>
<div class="lb-trans"><p>以下公司是云服务和数据管理领域的领导者，可能会带来优异的回报。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzI0MjMvc3RvY2stbWFya2V0LWdyYXBoLWFuZC1jdXJyZW5jeS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F832423%2Fstock-market-graph-and-currency.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 2.25%) has been the dominant leader in software for decades, and it has translated that advantage to the cloud services market. Its impressive 39% year-over-year increase in Azure cloud revenue last quarter was faster than competitors, indicating significant market share gains.</p>
<div class="lb-trans"><p><strong>微软</strong>（MSFT 2.25%）在软件领域已经主导了数十年，并将这一优势转化为云服务市场。上个季度，其 Azure 云收入同比增长 39%，增速超过竞争对手，表明其市场份额显著提升。</p>
</div><p>Microsoft is second in market share behind cloud leader <strong>Amazon</strong> Web Services (AWS), but it's growing more than twice as fast as AWS. Azure hauled in $75 billion of revenue in fiscal 2025 (ending in June). This indicates that Azure is winning large deals, as businesses increasingly turn to cloud services for building, deploying, and managing AI applications.</p>
<div class="lb-trans"><p>微软在市场份额上位居云服务领导者 <strong>亚马逊</strong> 网络服务（AWS）之后，但其增长速度是 AWS 的两倍多。Azure 在 2025 财年（截至 6 月）实现了 750 亿美元的收入。这表明 Azure 正在赢得大型交易，企业越来越多地转向云服务来构建、部署和管理 AI 应用。</p>
</div><p>Microsoft's lucrative software business gushes profits that it can spend on cloud and AI infrastructure. It logged $65 billion in capital expenditures last year, partly to expand its data center footprint across 70 regions worldwide. This puts Microsoft in a great position to provide cloud services globally with high-speed performance and low latency.</p>
<div class="lb-trans"><p>微软的盈利丰厚的软件业务为其在云和 AI 基础设施上的支出提供了资金。去年，其资本支出达 650 亿美元，部分用于在全球 70 个地区扩展数据中心。这使得微软能够以高速性能和低延迟在全球范围内提供云服务。</p>
</div><p>Moreover, the integration of cloud services through Microsfot Office software is also driving solid growth in its flagship software products. Its productivity software business reported revenue of $33 billion last quarter, representing a year-over-year increase of 16%.</p>
<div class="lb-trans"><p>此外，通过微软 Office 软件整合云服务也推动了其旗舰软件产品的稳健增长。其生产力软件业务上个季度的收入为 330 亿美元，同比增长 16%。</p>
</div><p>Microsoft has multiple revenue streams from software, cloud, gaming, and advertising that make it a resilient buy-and-hold investment. Analysts expect the company's earnings to grow at an annualized rate of 12%, which should send the stock to new highs in the coming years.</p>
<div class="lb-trans"><p>微软拥有来自软件、云、游戏和广告的多元收入来源，使其成为一个具有韧性的买入持有投资。分析师预计该公司的收益将以 12% 的年化率增长，这将推动股票在未来几年达到新高。</p>
</div><h2>2. Snowflake</h2>
<div class="lb-trans"><h2>2. Snowflake</h2>
</div><p>Growing AI demand is fueling robust investment in data infrastructure. This is benefiting several data intelligence companies like <strong>MongoDB</strong>, <strong>Datadog</strong>, and Databricks, which are reporting strong growth. <strong>Snowflake</strong>(SNOW -1.06%) has been reporting over 30% year-over-year quarterly revenue growth, as it continues to see strong demand for AI-driven tools on its platform.</p>
<div class="lb-trans"><p>日益增长的 AI 需求正在推动对数据基础设施的强劲投资。这使得几家数据智能公司如 <strong>MongoDB</strong>、<strong>Datadog</strong> 和 Databricks 受益，它们都在报告强劲的增长。<strong>Snowflake</strong>（SNOW -1.06%）的季度收入同比增长超过 30%，因为其平台上对 AI 驱动工具的需求持续强劲。</p>
</div><p>Snowflake offers a cloud-based platform that helps companies analyze, store, and manage their data. It has rolled out a lot of new products to help businesses distill insights from data using AI. It now has more than 6,100 accounts out of more than 12,000 using the company's AI tools on a weekly basis.</p>
<div class="lb-trans"><p>Snowflake 提供一个基于云的平台，帮助公司分析、存储和管理数据。它推出了许多新产品，帮助企业利用 AI 从数据中提取洞察。现在，使用该公司 AI 工具的账户超过 6100 个，周活跃用户超过 12000 个。</p>
</div><p>Snowflake offers tools like Cortex Analyst and Cortex Search that provide AI-powered search capabilities across a company's applications and data. Strong AI adoption on the platform is helping Snowflake build a sticky ecosystem of services that could sustain strong growth.</p>
<div class="lb-trans"><p>Snowflake 提供像 Cortex Analyst 和 Cortex Search 这样的工具，提供跨公司应用和数据的 AI 驱动搜索功能。平台上强劲的 AI 采用正在帮助 Snowflake 建立一个粘性的服务生态系统，可能会维持强劲的增长。</p>
</div><p>Product revenue grew 32% year over year last quarter to nearly $1.1 billion. The company maintained a net revenue retention rate of 125%, indicating that customers continue to spend more on additional services. It also continues to see more customers sign deals, with total customer count up 19% year over year.</p>
<div class="lb-trans"><p>上个季度，产品收入同比增长 32%，接近 11 亿美元。该公司保持了 125% 的净收入留存率，表明客户继续在额外服务上花费更多。它还继续看到更多客户签署合同，总客户数量同比增长 19%。</p>
</div><p>Snowflake is converting this revenue into healthy amounts of free cash flow. Over the last year, its free cash flow totaled $734 million on revenue of $4.1 billion. Strong profitability and demand for its cloud services should support new highs for the stock. Analysts expect Snowflake to grow earnings at an annualized rate of 47% in the coming years.</p>
<div class="lb-trans"><p>Snowflake 正在将这些收入转化为健康的自由现金流。在过去一年中，其自由现金流总额为 7.34 亿美元，收入为 41 亿美元。强劲的盈利能力和对其云服务的需求应支持股票的新高。分析师预计 Snowflake 在未来几年将以 47% 的年化率增长收益。</p>
</div>

Got $5,000? 2 Tech Stocks to Buy and Hold for the Long Term

- 投资人工智能相关股票是长期投资的良机。  
- 微软和 Snowflake 是云服务和数据管理领域的领导者，均实现强劲增长。  
- 分析师预计两家公司未来的收益将持续增长，吸引投资者关注。  

手头有 5000 美元？这两只科技股值得长期买入和持有