<p>公司在人工智能方面投资了大量资金，而且这种趋势没有减缓。咨询公司麦肯锡估计，到 2030 年，人工智能工作负载的数据中心支出将达到 5.2 万亿美元。</p>
<p>对投资者来说，这个机会的独特之处在于它并不涉及高风险。世界上最具主导地位和盈利能力的公司正在引领人工智能革命。这些公司是预计将投资数万亿美元以推动经济中人工智能采用的主要动力。</p>
<p>以下是两只值得长期持有的人工智能股票。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE5MTAvYWktY29tcHV0ZXItY2hpcC5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE5MTAvYWktY29tcHV0ZXItY2hpcC5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. 甲骨文</h2>
<p>企业越来越多地转向云服务，通过整合人工智能来利用其云存储的数据，从而获得潜在的竞争优势。这对 <strong>甲骨文</strong>（ORCL 3.33%）来说是一个巨大的机会，因为它在数据库管理服务方面已经处于领先地位。</p>
<p>多年来，企业一直依赖甲骨文的数据库和软件。在过去一年中，它在 590 亿美元的收入中产生了 120 亿美元的净利润。在过去 10 年中，它报告了持续但较低（个位数）的收入增长，但甲骨文的云基础设施业务目前正在迅速增长。</p>
<p>在上个季度，甲骨文的剩余履约义务（尚未实现的合同收入）同比激增 359%，达到 4550 亿美元。这是其上一季度报告的三倍！</p>
<p>需求应该会持续增长。甲骨文多样化的云服务的一个优势是，它使企业能够在任何顶级云平台（如 <strong>亚马逊</strong> 云服务或 <strong>微软</strong>Azure）上使用顶级的大型语言模型，如谷歌的 Gemini 或 xAI 的 Grok，处理存储的数据。</p>
<p>该公司的多云数据库收入在上个季度增长了 1529%。管理层预计在接下来的几个月内将签署更多合同，使其剩余履约义务超过 5000 亿美元。</p>
<p>该股票年初至今几乎翻了一番，但现在买入股票仍不算晚。这些令人印象深刻的数据清楚地表明，由人工智能驱动的新工业革命仍处于早期阶段，这对甲骨文的长期投资者意味着更多的上行空间。</p>
<h2>2. 博通</h2>
<p>有意购买甲骨文或其他领先云服务提供商股票的投资者也应考虑 <strong>博通</strong>（AVGO 1.19%）。这家领先的半导体公司提供数据中心高性能计算所需的许多组件，而数据中心是云计算的支柱。</p>
<p>博通是全球最有价值的公司之一，目前市值为 1.7 万亿美元。多年来，它持续报告双位数的收入和盈利增长，这反映了其在为智能手机、无线产品和工业市场电子设备提供网络、软件和专用芯片方面的广泛竞争优势。</p>
<p>人工智能数据中心正在推动对博通定制人工智能加速器的强劲需求。上个季度，人工智能产品的收入同比增长 63%，占公司总收入的 33%。管理层也认为这种需求在短期内不会减缓，下一季度的人工智能芯片收入预计将同比增长 66%。</p>
<p>人工智能的持续进步将需要更多的网络带宽和数据中心的处理能力，这正好符合博通的优势。该公司的合并订单积压达到了创纪录的 1100 亿美元，表明对博通的网络和人工智能半导体的强劲需求。</p>
<p>博通是一家高盈利的企业，这反映了管理层对产生高利润的市场的投资。上个季度，它支付了每股 0.59 美元的季度股息，调整后的每股收益为 1.69 美元。</p>
<p>该股票年初至今上涨了 56%。在这次急剧上涨后可能会出现波动，但在未来五年内应该会继续创下新高。对人工智能数据中心的支出只会持续增长，这为博通的股东指明了更多的收益。</p>

博通

甲骨文

<p>这篇文章讨论了两只人工智能股票，甲骨文和博通，作为稳健的长期投资。甲骨文受益于云服务需求激增，报告显示其剩余履约义务增长了 359%，多云数据库收入增长了 1,529%。作为领先的半导体公司，博通的人工智能产品需求强劲，年收入增长了 63%。这两家公司在不断增长的人工智能数据中心市场中处于良好位置，使它们成为投资者的有吸引力的选择</p>

<p>Companies are investing significant sums in AI, and it's not slowing down. Consulting firm McKinsey estimates data center spending for AI workloads will reach $5.2 trillion by 2030.</p>
<div class="lb-trans"><p>公司在人工智能方面投资了大量资金，而且这种趋势没有减缓。咨询公司麦肯锡估计，到 2030 年，人工智能工作负载的数据中心支出将达到 5.2 万亿美元。</p>
</div><p>What makes this opportunity unique for investors is that it doesn't involve high risk. The most dominant and profitable companies in the world are leading the AI revolution. These companies are the driving force behind the trillions of dollars that are expected to be invested in data centers to enable AI adoption across the economy.</p>
<div class="lb-trans"><p>对投资者来说，这个机会的独特之处在于它并不涉及高风险。世界上最具主导地位和盈利能力的公司正在引领人工智能革命。这些公司是预计将投资数万亿美元以推动经济中人工智能采用的主要动力。</p>
</div><p>Here are two AI stocks that are solid buy-and-hold investments.</p>
<div class="lb-trans"><p>以下是两只值得长期持有的人工智能股票。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE5MTAvYWktY29tcHV0ZXItY2hpcC5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F831910%2Fai-computer-chip.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. Oracle</h2>
<div class="lb-trans"><h2>1. 甲骨文</h2>
</div><p>Businesses are increasingly turning to cloud services to put their cloud-stored data to use by incorporating AI and potentially gain an advantage. This is a huge opportunity for <strong>Oracle</strong>(ORCL 3.33%), which already leads in database management services.</p>
<div class="lb-trans"><p>企业越来越多地转向云服务，通过整合人工智能来利用其云存储的数据，从而获得潜在的竞争优势。这对 <strong>甲骨文</strong>（ORCL 3.33%）来说是一个巨大的机会，因为它在数据库管理服务方面已经处于领先地位。</p>
</div><p>Businesses have relied on Oracle's database and software for years. Over the last year, it generated $12 billion in net profit on $59 billion in revenue. It has reported consistent but low (single-digit) revenue growth over the last 10 years, but Oracle's cloud infrastructure business is exploding right now.</p>
<div class="lb-trans"><p>多年来，企业一直依赖甲骨文的数据库和软件。在过去一年中，它在 590 亿美元的收入中产生了 120 亿美元的净利润。在过去 10 年中，它报告了持续但较低（个位数）的收入增长，但甲骨文的云基础设施业务目前正在迅速增长。</p>
</div><p>In the last quarter, Oracle's remaining performance obligations (contracted revenues not yet realized) jumped 359% year over year to reach $455 billion. That is three times what it reported in the previous quarter!</p>
<div class="lb-trans"><p>在上个季度，甲骨文的剩余履约义务（尚未实现的合同收入）同比激增 359%，达到 4550 亿美元。这是其上一季度报告的三倍！</p>
</div><p>Demand should keep growing. One advantage of Oracle's versatile cloud offering is that it enables businesses to use top large language models, such as Google's Gemini or xAI's Grok, on data stored with any of the top cloud platforms, like <strong>Amazon</strong> Web Services or <strong>Microsoft</strong> Azure.</p>
<div class="lb-trans"><p>需求应该会持续增长。甲骨文多样化的云服务的一个优势是，它使企业能够在任何顶级云平台（如 <strong>亚马逊</strong> 云服务或 <strong>微软</strong>Azure）上使用顶级的大型语言模型，如谷歌的 Gemini 或 xAI 的 Grok，处理存储的数据。</p>
</div><p>The company's multicloud database revenue grew 1,529% last quarter. Management expects to sign several more deals in the next few months that will take its remaining performance obligations to over $500 billion.</p>
<div class="lb-trans"><p>该公司的多云数据库收入在上个季度增长了 1529%。管理层预计在接下来的几个月内将签署更多合同，使其剩余履约义务超过 5000 亿美元。</p>
</div><p>The stock has nearly doubled year to date, but it's not too late to buy shares. These impressive numbers clearly show that the new industrial revolution driven by AI is still in the early innings, and that spells more upside for long-term investors in Oracle.</p>
<div class="lb-trans"><p>该股票年初至今几乎翻了一番，但现在买入股票仍不算晚。这些令人印象深刻的数据清楚地表明，由人工智能驱动的新工业革命仍处于早期阶段，这对甲骨文的长期投资者意味着更多的上行空间。</p>
</div><h2>2. Broadcom</h2>
<div class="lb-trans"><h2>2. 博通</h2>
</div><p>Investors interested in buying shares of Oracle or other leading cloud service providers should also consider <strong>Broadcom</strong>(AVGO 1.19%). This leading semiconductor company supplies a lot of the components needed for high-performance computing in data centers, which are the backbone of cloud computing.</p>
<div class="lb-trans"><p>有意购买甲骨文或其他领先云服务提供商股票的投资者也应考虑 <strong>博通</strong>（AVGO 1.19%）。这家领先的半导体公司提供数据中心高性能计算所需的许多组件，而数据中心是云计算的支柱。</p>
</div><p>Broadcom is one of the most valuable companies in the world, with a current market cap of $1.7 trillion. It has consistently reported double-digit revenue and earnings growth for several years, which reflects a wide competitive moat in supplying networking, software, and specialized chips for smartphones, wireless products, and electronic devices in industrial markets.</p>
<div class="lb-trans"><p>博通是全球最有价值的公司之一，目前市值为 1.7 万亿美元。多年来，它持续报告双位数的收入和盈利增长，这反映了其在为智能手机、无线产品和工业市场电子设备提供网络、软件和专用芯片方面的广泛竞争优势。</p>
</div><p>AI data centers are driving strong demand for Broadcom's custom AI accelerators. Revenue from AI products grew 63% year over year last quarter, making up 33% of the company's total. Management also doesn't see this level of demand slowing in the near term, with next quarter's AI chip revenue expected to be up 66% year over year.</p>
<div class="lb-trans"><p>人工智能数据中心正在推动对博通定制人工智能加速器的强劲需求。上个季度，人工智能产品的收入同比增长 63%，占公司总收入的 33%。管理层也认为这种需求在短期内不会减缓，下一季度的人工智能芯片收入预计将同比增长 66%。</p>
</div><p>Continued advancement in AI will require more networking bandwidth and processing power in data centers, which plays to Broadcom's strengths. The company's consolidated backlog of orders hit a record $110 billion, indicating robust demand for Broadcom's networking and semiconductors for AI.</p>
<div class="lb-trans"><p>人工智能的持续进步将需要更多的网络带宽和数据中心的处理能力，这正好符合博通的优势。该公司的合并订单积压达到了创纪录的 1100 亿美元，表明对博通的网络和人工智能半导体的强劲需求。</p>
</div><p>Broadcom is a highly profitable business, which reflects management's investment in markets that generate high margins. It paid a quarterly dividend of $0.59 per share last quarter out of adjusted earnings of $1.69.</p>
<div class="lb-trans"><p>博通是一家高盈利的企业，这反映了管理层对产生高利润的市场的投资。上个季度，它支付了每股 0.59 美元的季度股息，调整后的每股收益为 1.69 美元。</p>
</div><p>The stock is up 56% year to date. It could be volatile after this sharp run, but it should continue to hit new highs over the next five years. Spending on AI data centers is only going to keep growing, which points to more gains for Broadcom shareholders.</p>
<div class="lb-trans"><p>该股票年初至今上涨了 56%。在这次急剧上涨后可能会出现波动，但在未来五年内应该会继续创下新高。对人工智能数据中心的支出只会持续增长，这为博通的股东指明了更多的收益。</p>
</div>

买入并持有：两只为长期投资而设计的人工智能（AI）股票