<p>毫无疑问，科技行业在过去几十年里一直是一个很好的投资领域。实际上，自 2010 年以来，以科技股为主的 <strong>纳斯达克综合指数</strong> 的年复合增长率（CAGR）接近 16%。</p>
<p>与此同时，<strong>标准普尔 500 指数</strong> 在同一时期的年复合增长率为 12%。而道琼斯工业平均指数作为主要基准指数中对科技股权重最低的指数，其年复合增长率为 10%。</p>
<p>那么，现在投资者应该关注哪些优秀的科技股呢？这里有两只我认为未来几年可能会表现出色的股票。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQ1MDAvb3JjbC1vcmFjbGUtdGVtLXN0b2NrLW1hcmtldC1pbnZlc3RtZW50LmpwZyZ3PTcwMA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQ1MDAvb3JjbC1vcmFjbGUtdGVtLXN0b2NrLW1hcmtldC1pbnZlc3RtZW50LmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. Tempus AI</h2>
<p>首先是 <strong>Tempus AI</strong>（TEM 1.49%）。首先，不知道 Tempus AI 或他们的业务并没有什么可羞愧的。Tempus 是一家相对较小的公司，市值为 150 亿美元，其股票上市时间仅一年多一点。</p>
<p>该公司成立于 2015 年，专注于医疗科技。它专注于测序、分子基因分型和病理测试，特别是对制药公司有用。实际上，该公司处于人工智能（AI）和基因组学这两种快速增长且尖端技术的交汇点。</p>
<p>因此，Tempus 的长期前景非常值得期待，特别是随着人工智能的不断进步，提供了治疗疾病的能力。然而，Tempus 已经显示出财务增长的迹象。根据公司最新的季度报告（截至 6 月 30 日），Tempus 报告了：</p>
<ul>
<li>3.15 亿美元的收入，同比增长 90%</li>
<li>1.95 亿美元的毛利润，毛利率为 61%</li>
<li>净亏损 4300 万美元，相较于一年前的净亏损 5.52 亿美元有所改善</li>
</ul>
<p>公司的基因组测试业务产生了 2.42 亿美元，占其收入的 77%。与此同时，公司的数据和服务业务贡献了 7300 万美元，占其收入的 23%，主要来自许可。</p>
<p>总之，Tempus 仍是一家年轻的公司，具有很大的成长空间。它面临的下一个挑战将是持续盈利，同时保持快速的收入增长。考虑到它在基因组学和人工智能的交汇处，我对该公司的成功充满信心。</p>
<h2>2. Oracle</h2>
<p>接下来是 <strong>Oracle</strong>（ORCL -2.72%）。Oracle 之所以被认为是目前最值得拥有的科技股之一，原因很简单。该股票近期表现优异，并且有多个催化因素，我预计将继续推动其上涨。</p>
<p>Oracle 股票近期表现优异可能会让人感到惊讶。毕竟，许多人还记得该股票在 20 多年前互联网泡沫破裂后的巨大崩溃。虽然 Oracle 的股票确实花了大约 15 年的时间才恢复到互联网泡沫破裂前的高点，但在过去五年里，该股票的表现简直火爆。</p>
<p>实际上，在这段时间内，Oracle 的股票表现超过了许多知名的大型科技股——在某些情况下，差距甚至非常大。例如，Oracle 股票在过去五年的年复合增长率（CAGR）达到了 39%。这超过了 <strong>亚马逊</strong>、<strong>微软</strong> 和 <strong>谷歌</strong>。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/972ede9990f0f6c8e41576fd5aab5bec.png?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://media.ycharts.com/charts/972ede9990f0f6c8e41576fd5aab5bec.png"/></p>
<p>ORCL 数据来源于 YCharts</p>
<p>这种复苏得益于 Oracle 大力推动向炙手可热的人工智能行业提供云服务。简而言之，想要在人工智能领域占据主导地位的组织需要巨大的云资源来训练和运行他们的模型，而 Oracle 正积极提供数据中心以满足激增的需求。</p>
<p>因此，Oracle 的收入在过去五年中增长了约 46%，从 390 亿美元跃升至 590 亿美元。这一点至关重要，因为该公司在 2011 年至 2021 年之间经历了十年的收入增长缓慢。实际上，在那些年里，Oracle 的收入在 350 亿美元到 400 亿美元之间波动，直到 2022 年才显著突破。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/953468dc07b384fd6c2685b15f8ba7f4.png?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://media.ycharts.com/charts/953468dc07b384fd6c2685b15f8ba7f4.png"/></p>
<p>ORCL 收入（TTM）数据来源于 YCharts</p>
<p>考虑到人工智能应用的快速增长和需求，我认为 Oracle 的战略是合理的。希望获得人工智能投资机会的投资者不应忽视该公司的股票。</p>

甲骨文

<p>科技行业持续蓬勃发展，自 2010 年以来，纳斯达克综合指数的年均增长率接近 16%。值得关注的两只前景看好的科技股票是 Tempus AI，这是一家专注于人工智能和基因组学的医疗科技公司，年收入同比增长 90%；另一家公司是甲骨文，因其在人工智能领域云服务的强劲推动，过去五年年均增长率达 39%。这两家公司在各自领域都展现出显著的增长潜力</p>

<p>There's no doubt about it. The technology sector has been a great place to invest for decades. Indeed, since 2010, the tech-heavy <strong>Nasdaq Composite</strong> has generated a compound annual growth rate (CAGR) of nearly 16%.</p>
<div class="lb-trans"><p>毫无疑问，科技行业在过去几十年里一直是一个很好的投资领域。实际上，自 2010 年以来，以科技股为主的 <strong>纳斯达克综合指数</strong> 的年复合增长率（CAGR）接近 16%。</p>
</div><p>Meanwhile, the <strong>S&amp;P 500</strong> has generated a CAGR of 12% over the same period. The Dow Jones Industrial Average, which is the least-weighted toward tech stocks of the major benchmark indexes, has recorded a 10% CAGR.</p>
<div class="lb-trans"><p>与此同时，<strong>标准普尔 500 指数</strong> 在同一时期的年复合增长率为 12%。而道琼斯工业平均指数作为主要基准指数中对科技股权重最低的指数，其年复合增长率为 10%。</p>
</div><p>So, what are some great tech stocks that investors should target right now? Here are two that I think could deliver for years to come.</p>
<div class="lb-trans"><p>那么，现在投资者应该关注哪些优秀的科技股呢？这里有两只我认为未来几年可能会表现出色的股票。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQ1MDAvb3JjbC1vcmFjbGUtdGVtLXN0b2NrLW1hcmtldC1pbnZlc3RtZW50LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F834500%2Forcl-oracle-tem-stock-market-investment.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. Tempus AI</h2>
<div class="lb-trans"><h2>1. Tempus AI</h2>
</div><p>First up is <strong>Tempus AI</strong>(TEM 1.49%). To start, there's no shame in not knowing Tempus AI or what they do. Tempus is a relatively small company with a market cap of $15 billion, and its stock has only been public for a little over a year.</p>
<div class="lb-trans"><p>首先是 <strong>Tempus AI</strong>（TEM 1.49%）。首先，不知道 Tempus AI 或他们的业务并没有什么可羞愧的。Tempus 是一家相对较小的公司，市值为 150 亿美元，其股票上市时间仅一年多一点。</p>
</div><p>The company was founded in 2015 and specializes in healthcare technology. It focuses on sequencing, molecular genotyping, and pathology testing that is of use to drug-makers in particular. Indeed, the company sits at the crossroads of two fast-growing and state-of-the-art technologies: artificial intelligence (AI) and genomics.</p>
<div class="lb-trans"><p>该公司成立于 2015 年，专注于医疗科技。它专注于测序、分子基因分型和病理测试，特别是对制药公司有用。实际上，该公司处于人工智能（AI）和基因组学这两种快速增长且尖端技术的交汇点。</p>
</div><p>As a result, there is plenty to like about Tempus' long-term prospects, particularly as AI continues to improve and offers the ability to treat disease. However, Tempus is already showing signs of financial growth. As of the company's latest quarter (ended on June 30), Tempus reported:</p>
<div class="lb-trans"><p>因此，Tempus 的长期前景非常值得期待，特别是随着人工智能的不断进步，提供了治疗疾病的能力。然而，Tempus 已经显示出财务增长的迹象。根据公司最新的季度报告（截至 6 月 30 日），Tempus 报告了：</p>
</div><ul>
<li>$315 million in revenue, up 90% year over year</li>
<li>$195 million in gross profit, representing a gross margin of 61%</li>
<li>$(43) million in net loss, an improvement over its net loss of $(552) million one year ago</li>
</ul>
<div class="lb-trans"><ul>
<li>3.15 亿美元的收入，同比增长 90%</li>
<li>1.95 亿美元的毛利润，毛利率为 61%</li>
<li>净亏损 4300 万美元，相较于一年前的净亏损 5.52 亿美元有所改善</li>
</ul>
</div><p>The company's genomics testing business generated $242 million, or 77%, of its revenue. At the same time, $73 million, or 23%, of the company's revenue came from its data and services business, mostly from licensing.</p>
<div class="lb-trans"><p>公司的基因组测试业务产生了 2.42 亿美元，占其收入的 77%。与此同时，公司的数据和服务业务贡献了 7300 万美元，占其收入的 23%，主要来自许可。</p>
</div><p>In summary, Tempus remains a young company with plenty of room to grow. Its next challenge will be consistent profitability, paired with maintaining its rapid revenue growth. Given its place at the nexus of genomics and AI, I'm bullish on the company's chances to pull it off.</p>
<div class="lb-trans"><p>总之，Tempus 仍是一家年轻的公司，具有很大的成长空间。它面临的下一个挑战将是持续盈利，同时保持快速的收入增长。考虑到它在基因组学和人工智能的交汇处，我对该公司的成功充满信心。</p>
</div><h2>2. Oracle</h2>
<div class="lb-trans"><h2>2. Oracle</h2>
</div><p>Next is <strong>Oracle</strong>(ORCL -2.72%). The reason Oracle makes the cut as one of the best tech stocks to own right now is simple. The stock has outperformed recently, and it has several catalysts that I expect will continue to power it higher.</p>
<div class="lb-trans"><p>接下来是 <strong>Oracle</strong>（ORCL -2.72%）。Oracle 之所以被认为是目前最值得拥有的科技股之一，原因很简单。该股票近期表现优异，并且有多个催化因素，我预计将继续推动其上涨。</p>
</div><p>It may come as a surprise that Oracle stock has outperformed of late. After all, many people remember the stock for its big collapse following the dot-com bubble more than 20 years ago. And while it's true that Oracle's stock took about 15 years to regain its pre-dot-com bubble highs, the stock has simply been on fire for the last five years.</p>
<div class="lb-trans"><p>Oracle 股票近期表现优异可能会让人感到惊讶。毕竟，许多人还记得该股票在 20 多年前互联网泡沫破裂后的巨大崩溃。虽然 Oracle 的股票确实花了大约 15 年的时间才恢复到互联网泡沫破裂前的高点，但在过去五年里，该股票的表现简直火爆。</p>
</div><p>Indeed, Oracle stock has outperformed many high-profile big tech stocks over that period -- in some cases, by a huge margin. For example, Oracle stock has generated a compound annual growth rate (CAGR) of 39% over the last five years. That beats <strong>Amazon</strong>, <strong>Microsoft</strong>, and <strong>Alphabet</strong>.</p>
<div class="lb-trans"><p>实际上，在这段时间内，Oracle 的股票表现超过了许多知名的大型科技股——在某些情况下，差距甚至非常大。例如，Oracle 股票在过去五年的年复合增长率（CAGR）达到了 39%。这超过了 <strong>亚马逊</strong>、<strong>微软</strong> 和 <strong>谷歌</strong>。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/972ede9990f0f6c8e41576fd5aab5bec.png" alt="" original-src="https://media.ycharts.com/charts/972ede9990f0f6c8e41576fd5aab5bec.png"/></p>
<p>ORCL data by YCharts</p>
<div class="lb-trans"><p>ORCL 数据来源于 YCharts</p>
</div><p>This resurgence is thanks to Oracle's big push to provide cloud services to companies within the red-hot AI sector. In short, the organizations that want to dominate the AI space require enormous cloud resources to train and run their models, and Oracle is stepping up to supply the data centers to meet the surging demand.</p>
<div class="lb-trans"><p>这种复苏得益于 Oracle 大力推动向炙手可热的人工智能行业提供云服务。简而言之，想要在人工智能领域占据主导地位的组织需要巨大的云资源来训练和运行他们的模型，而 Oracle 正积极提供数据中心以满足激增的需求。</p>
</div><p>As a result, Oracle's revenue has grown by about 46% over the last five years, jumping from $39 billion to $59 billion. That's key, as the company struggled with sluggish revenue growth for a decade between 2011 and 2021. Indeed, during those years, Oracle's revenue bounced between $35 billion and $40 billion, before significantly breaking out in 2022.</p>
<div class="lb-trans"><p>因此，Oracle 的收入在过去五年中增长了约 46%，从 390 亿美元跃升至 590 亿美元。这一点至关重要，因为该公司在 2011 年至 2021 年之间经历了十年的收入增长缓慢。实际上，在那些年里，Oracle 的收入在 350 亿美元到 400 亿美元之间波动，直到 2022 年才显著突破。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/953468dc07b384fd6c2685b15f8ba7f4.png" alt="" original-src="https://media.ycharts.com/charts/953468dc07b384fd6c2685b15f8ba7f4.png"/></p>
<p>ORCL Revenue (TTM) data by YCharts</p>
<div class="lb-trans"><p>ORCL 收入（TTM）数据来源于 YCharts</p>
</div><p>Considering the rapid growth and demand for AI applications, I think Oracle's strategy is sound. Investors looking for AI exposure shouldn't overlook the company's stock.</p>
<div class="lb-trans"><p>考虑到人工智能应用的快速增长和需求，我认为 Oracle 的战略是合理的。希望获得人工智能投资机会的投资者不应忽视该公司的股票。</p>
</div>

目前有哪些值得购买的两只优秀科技股票？