<p>在过去几年中，两个相对较小的人工智能（AI）股票引起了散户投资者的关注，分别是 <strong>BigBear.ai</strong>(BBAI -6.00%) 和 <strong>SoundHound AI</strong>(SOUN -8.02%)。</p>
<p>BigBear.ai 是一家数据分析公司，已与多个政府机构签订了合同。通常看涨的投资者将其与规模更大的 <strong>Palantir Technologies</strong> 相比较，尽管 BigBear.ai 在证明自己处于同一轨道上还有很长的路要走。</p>
<p>SoundHound AI 是一家语音 AI 公司，正在向不同的行业扩展，以减少对汽车行业的依赖。它在最近一个季度经历了爆炸性的增长。此前，芯片制造巨头 <strong>Nvidia</strong> 对该业务进行了投资。</p>
<p>这两只股票都是引人注目的 AI 投资，我将看看今天哪一只更值得购买。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQxMDAvcGVvcGxlLXJldmlld2luZy1hLXJlcG9ydC1vbi1hLWNvbXB1dGVyLmpwZyZ3PTcwMA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQxMDAvcGVvcGxlLXJldmlld2luZy1hLXJlcG9ydC1vbi1hLWNvbXB1dGVyLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>BigBear.ai 的投资理由</h2>
<p>BigBear.ai 是这两只 AI 股票中较小的一只，市值约为 26 亿美元。该公司拥有 3.8 亿美元的强大订单积压，这表明其服务的需求充足。它与美国政府关系密切，这为其提供了一些优秀的长期机会。</p>
<p>首席执行官 Kevin McAleenan 在公司第二季度财报中表示，他看到 “来自 One Big Beautiful Bill 的巨大机会，特别是在国土安全部，其中一些与我们的核心能力独特契合。”</p>
<p>尽管公司最近的业绩波动（截至 6 月的季度销售额为 3250 万美元，同比下降 18%），但从长远来看，BigBear.ai 可能会在利用更多政府相关机会方面展现出更为光明的前景。</p>
<p>截至季度末，BigBear.ai 的现金及现金等价物余额为 3.908 亿美元，这为其运营提供了良好的资金支持，考虑到在过去六个月中其日常运营活动仅消耗了 1050 万美元。</p>
<h2>SoundHound AI 的投资理由</h2>
<p>SoundHound AI 是一家语音 AI 公司，在收购 Amelia AI 后，其客户基础更加多样化。在此之前，主要担忧是其对汽车行业的依赖。但现在它显著拓宽了潜力。该公司估计，语音 AI 产品和服务的总可寻址市场高达 1400 亿美元，进入更多行业后，它在利用这一潜力方面处于更有利的位置。</p>
<p>收购 Amelia 还显著改善了其收入，新的业务帮助 SoundHound 的收入在截至 6 月 30 日的期间达到了 4270 万美元，超过了去年同期 1350 万美元的三倍。该公司还在关注一些令人难以置信的增长机会。首席财务官 Nitesh Sharan 在公司第二季度财报中表示：“我们正在快速行动，以捕捉我们在语音和对话 AI 行业中看到的爆炸性增长，客户跨行业意识到采用我们市场领先解决方案所能实现的巨大价值。”</p>
<p>截至 2025 年，SoundHound AI 的股价已下跌 15%，但该股在最近几周逐渐回暖。考虑到 AI 领域的巨大增长前景和充足的资金，增长型投资者可能会被 SoundHound 的潜力所吸引。</p>
<h2>我今天选择的股票：BigBear.ai</h2>
<p>这两只股票都是值得考虑的高风险投资，但 BigBear.ai 今天显得更为突出。</p>
<p>SoundHound 在过去六个月中消耗了 4370 万美元，其现金及现金等价物总额为 2.303 亿美元，这表明该股票面临更大的稀释风险。我也对投资像 SoundHound 这样 heavily 依赖收购来扩展业务的公司持谨慎态度，因为这可能使得很难分析它们的有机增长情况。</p>
<p>与此同时，政府合同可以为像 BigBear.ai 这样的企业带来更多的稳定性。基于以上所有因素，它获得了_轻微_的优势。</p>

BBAI

<p>BigBear.ai 和 SoundHound AI 是两只吸引零售投资者的崭新 AI 股票。BigBear.ai 的市值为 26 亿美元，拥有强大的政府合同积压和可观的现金储备，尽管近期销售有所下降，但其长期增长前景良好。相比之下，SoundHound AI 在收购 Amelia AI 后实现了客户基础的多元化，导致收入大幅增长。然而，它面临更高的现金消耗和潜在的稀释风险。总体而言，由于其稳定性和与政府的联系，BigBear.ai 被认为是更好的投资选择</p>

<p>Two fairly small artificial intelligence (AI) stocks that have come up on the radars of retail investors in the past couple of years are <strong>BigBear.ai</strong>(BBAI -6.00%) and <strong>SoundHound AI</strong>(SOUN -8.02%).</p>
<div class="lb-trans"><p>在过去几年中，两个相对较小的人工智能（AI）股票引起了散户投资者的关注，分别是 <strong>BigBear.ai</strong>(BBAI -6.00%) 和 <strong>SoundHound AI</strong>(SOUN -8.02%)。</p>
</div><p>BigBear.ai is a data analytics company that has secured multiple contracts with government agencies. Often bullish investors compare to it the much larger <strong>Palantir Technologies</strong>, although BigBear.ai still has a long way to go in proving that it's on the same track.</p>
<div class="lb-trans"><p>BigBear.ai 是一家数据分析公司，已与多个政府机构签订了合同。通常看涨的投资者将其与规模更大的 <strong>Palantir Technologies</strong> 相比较，尽管 BigBear.ai 在证明自己处于同一轨道上还有很长的路要走。</p>
</div><p>SoundHound AI is a voice AI company that has been expanding into different industries as a way to be less dependent on the automotive sector. It experienced explosive growth in its most recent quarter. And previously, chipmaking giant <strong>Nvidia</strong> invested in the business.</p>
<div class="lb-trans"><p>SoundHound AI 是一家语音 AI 公司，正在向不同的行业扩展，以减少对汽车行业的依赖。它在最近一个季度经历了爆炸性的增长。此前，芯片制造巨头 <strong>Nvidia</strong> 对该业务进行了投资。</p>
</div><p>Both of these stocks make for intriguing AI investments, and I'll look at which one is the better buy today.</p>
<div class="lb-trans"><p>这两只股票都是引人注目的 AI 投资，我将看看今天哪一只更值得购买。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQxMDAvcGVvcGxlLXJldmlld2luZy1hLXJlcG9ydC1vbi1hLWNvbXB1dGVyLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F834100%2Fpeople-reviewing-a-report-on-a-computer.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>The case for BigBear.ai</h2>
<div class="lb-trans"><h2>BigBear.ai 的投资理由</h2>
</div><p>BigBear.ai is the smaller of these two AI stocks, with a market cap of around $2.6 billion. The company has a strong backlog of $380 million, which is a great indication that there is ample demand for its services. It has a close relationship with the U.S. government, which can position it for some excellent long-term opportunities.</p>
<div class="lb-trans"><p>BigBear.ai 是这两只 AI 股票中较小的一只，市值约为 26 亿美元。该公司拥有 3.8 亿美元的强大订单积压，这表明其服务的需求充足。它与美国政府关系密切，这为其提供了一些优秀的长期机会。</p>
</div><p>CEO Kevin McAleenan said in the company's second-quarter earnings release he sees &#34;tremendous opportunities ... coming from the One Big Beautiful Bill, particularly in the Department of Homeland Security, and several of which are uniquely aligned to our core capabilities.&#34;</p>
<div class="lb-trans"><p>首席执行官 Kevin McAleenan 在公司第二季度财报中表示，他看到 “来自 One Big Beautiful Bill 的巨大机会，特别是在国土安全部，其中一些与我们的核心能力独特契合。”</p>
</div><p>While there has been volatility in the company's recent results (sales totaling $32.5 million were down 18% for the June-ended quarter), the longer-term picture may be a far more promising one for BigBear.ai as it capitalizes on more opportunities involving the government.</p>
<div class="lb-trans"><p>尽管公司最近的业绩波动（截至 6 月的季度销售额为 3250 万美元，同比下降 18%），但从长远来看，BigBear.ai 可能会在利用更多政府相关机会方面展现出更为光明的前景。</p>
</div><p>Its operations are also well funded with BigBear.ai's cash and cash equivalents balance as of the end of the quarter totaling $390.8 million, which can give it a lot of runway when you consider that it has burned through just $10.5 million from its day-to-day operating activities during the past six months.</p>
<div class="lb-trans"><p>截至季度末，BigBear.ai 的现金及现金等价物余额为 3.908 亿美元，这为其运营提供了良好的资金支持，考虑到在过去六个月中其日常运营活动仅消耗了 1050 万美元。</p>
</div><h2>The case for SoundHound AI</h2>
<div class="lb-trans"><h2>SoundHound AI 的投资理由</h2>
</div><p>SoundHound AI is a voice AI company that has a much more diverse customer base after acquiring Amelia AI last year. Prior to that, the big concern was its exposure to the automotive sector. But now it has opened up significantly more potential. The company estimates that the total addressable market for voice AI products and services is a whopping $140 billion, and by being in more industries, it's in a much better position to take advantage of that potential.</p>
<div class="lb-trans"><p>SoundHound AI 是一家语音 AI 公司，在收购 Amelia AI 后，其客户基础更加多样化。在此之前，主要担忧是其对汽车行业的依赖。但现在它显著拓宽了潜力。该公司估计，语音 AI 产品和服务的总可寻址市场高达 1400 亿美元，进入更多行业后，它在利用这一潜力方面处于更有利的位置。</p>
</div><p>The acquisition of Amelia also resulted in a big improvement on its top line, with the new business helping boost SoundHound's revenue to $42.7 million for the period ended June 30 -- more than triple the $13.5 million it reported in the prior-year period. The company is also eyeing some incredible growth opportunities ahead. CFO Nitesh Sharan said in the company's Q2 release, &#34;We are moving with speed to capture the explosion we're seeing in the voice and conversational AI industry, where customers across sectors are realizing the tremendous value they can achieve by adopting our market-leading solutions.&#34;</p>
<div class="lb-trans"><p>收购 Amelia 还显著改善了其收入，新的业务帮助 SoundHound 的收入在截至 6 月 30 日的期间达到了 4270 万美元，超过了去年同期 1350 万美元的三倍。该公司还在关注一些令人难以置信的增长机会。首席财务官 Nitesh Sharan 在公司第二季度财报中表示：“我们正在快速行动，以捕捉我们在语音和对话 AI 行业中看到的爆炸性增长，客户跨行业意识到采用我们市场领先解决方案所能实现的巨大价值。”</p>
</div><p>Shares of SoundHound AI are down 15% thus far in 2025, but the stock has been picking up steam in recent weeks. With some tremendous growth prospects in AI and a lot of runway, growth investors may be captivated with the potential that SoundHound possesses.</p>
<div class="lb-trans"><p>截至 2025 年，SoundHound AI 的股价已下跌 15%，但该股在最近几周逐渐回暖。考虑到 AI 领域的巨大增长前景和充足的资金，增长型投资者可能会被 SoundHound 的潜力所吸引。</p>
</div><h2>The stock I'd go with today: BigBear.ai</h2>
<div class="lb-trans"><h2>我今天选择的股票：BigBear.ai</h2>
</div><p>Both of these stocks are risky investments to consider, but BigBear.ai stands out as the better option today.</p>
<div class="lb-trans"><p>这两只股票都是值得考虑的高风险投资，但 BigBear.ai 今天显得更为突出。</p>
</div><p>SoundHound burned through $43.7 million over its past six months and its cash and cash equivalents totaled $230.3 million, which suggests that there's a greater risk of dilution with that stock. I'm also wary of investing in companies such as SoundHound that focus heavily on acquisitions to grow their operations, as that can make it difficult to dissect just how well they are growing organically.</p>
<div class="lb-trans"><p>SoundHound 在过去六个月中消耗了 4370 万美元，其现金及现金等价物总额为 2.303 亿美元，这表明该股票面临更大的稀释风险。我也对投资像 SoundHound 这样 heavily 依赖收购来扩展业务的公司持谨慎态度，因为这可能使得很难分析它们的有机增长情况。</p>
</div><p>Meanwhile, government contracts can result in more stability for a business such as BigBear.ai down the road. As a result of all the above factors, it gets the <em>slight</em> edge.</p>
<div class="lb-trans"><p>与此同时，政府合同可以为像 BigBear.ai 这样的企业带来更多的稳定性。基于以上所有因素，它获得了_轻微_的优势。</p>
</div>

BigBear.ai 与 SoundHound AI：今天买哪个人工智能（AI）股票更好？