<p>成长股一直在推动市场上涨，目前没有理由认为这种趋势会停止。让我们看看三只收入增长超过 25% 的科技成长股，考虑在今年购买。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzU1MDQvZ2V0dHlpbWFnZXMtMTQ4OTk3MTM0NC5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzU1MDQvZ2V0dHlpbWFnZXMtMTQ4OTk3MTM0NC5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. Palantir Technologies</h2>
<p><strong>Palantir Technologies</strong>(PLTR 1.42%) 在过去两年中取得了令人印象深刻的成绩。到 2025 年 9 月 29 日，该股上涨超过 135%，去年更是飙升了 340%。尽管这导致其估值飙升，但该股仍有很大的上涨空间。</p>
<p>Palantir 的故事之所以引人注目，是因为它不再仅仅是一个政府承包商；它已成为希望立即在业务中部署人工智能（AI）的公司的首选 AI 平台。关键在于其人工智能平台（AIP），它将客户杂乱的数据收集并整理成一个清晰的结构，使大型语言模型能够更好地处理，从而显著减少 AI 的幻觉现象。</p>
<p>AIP 可以在广泛的行业中使用，以帮助解决非常不同的问题，这也是公司收入连续八个季度加速增长的重要原因。上个季度，其收入同比激增 48%，达到 10 亿美元，美国商业收入更是飙升 93%。与此同时，现有客户也在迅速扩展，净美元留存率高达 128%。</p>
<p>随着 AI 仍处于早期阶段，AIP 基本上成为了 AI 的操作系统，Palantir 仍有很长的增长空间。</p>
<h2>2. AppLovin</h2>
<p><strong>AppLovin</strong>(APP -1.98%) 是市场上最令人惊讶的成长故事之一。曾经是一个沉寂的游戏应用程序开发商，拥有一个游戏应用广告业务，该公司已成为 AI 广告技术的领导者。其转型的关键在于 Axon 2.0 AI 广告技术引擎，它实时决定投放哪些广告、出价多少以及放置位置。结果令人震惊。上个季度，收入同比跃升 77%，达到 12.6 亿美元，调整后的 EBITDA 几乎翻倍，达到 10 亿美元，证明该模型在增长时可以实现盈利扩展。</p>
<p>到目前为止，这一成功大部分来自移动游戏应用，但管理层刚刚开始在电子商务和更广泛的网络广告中测试相同的引擎，机会更为巨大。在最近的一份关于该股的报告中，瑞银的分析师表示，该公司似乎正在取得早期成功，其检查（验证广告是否符合活动规范的努力）显示出来自网络广告商的强劲需求。</p>
<p>AppLovin 还推出了一款自助广告管理工具，这将使更多广告商能够使用该平台，同时向大多数世界游戏玩家居住的地区扩展国际市场。新市场和新客户的结合可能会使收入继续快速增长。</p>
<p>该股在过去一年中已经飙升近 450%，这可能会让一些投资者犹豫。然而，AppLovin 不断挑战怀疑者，展现出少数公司能够匹敌的收入增长和运营杠杆。如果 Axon 2.0 在游戏之外同样有效，那么这个超高速增长的故事仍然有潜力。</p>
<h2>3. GitLab</h2>
<p><strong>GitLab</strong>(GTLB -2.11%) 的股票没有享受到与 Palantir 和 AppLovin 相同的成功，但它也在快速增长。收入连续八个季度增长 25% 至 35%，上个季度增长 29%，达到 2.36 亿美元，基于美元的净留存率为 121%，现有客户增加了更多席位并升级到更高的计划。</p>
<p>该公司起初是一个开发、安全和运营（DevSecOps）平台，但已发展成为一个完整的软件开发生命周期解决方案，帮助开发人员更高效地编写、测试、保护和部署代码。同时，该公司在其 Duo AI 代理方面有很大的机会，该代理自动化重复任务，使开发人员能够花更多时间编写代码。这一点至关重要，因为开发人员通常只有大约 20% 的时间用于编写代码，因此像这样的产品应该是一个良好的增长驱动因素。</p>
<p>与此同时，关于 AI 会减少程序员数量并损害 GitLab 业务的担忧被证明是错误的。相反，软件开发的速度加快，GitLab 正在看到更多客户和更多使用。</p>
<p>该公司最近决定转向混合的座位加使用量定价模型，这应该使其在需求扩大时看到更多增长，并在编码团队缩减时保护其利益。随着 AI 推动更快的软件创建和这一定价模型的转变，GitLab 看起来在长期增长方面处于良好位置，并且仍然是投资 AI 繁荣的一个被低估的方式。</p>

PLTR

<p>在 2025 年值得考虑购买的三只高速增长科技股是 Palantir Technologies、AppLovin 和 GitLab。Palantir 的股票在 2025 年上涨了 135%，得益于其增强数据组织和收入增长的 AI 平台。AppLovin 转型为 AI 广告技术领导者，报告收入增长 77%，并计划扩展到电子商务领域。GitLab 虽然增长幅度不如前两者，但其收入持续增长 25-35%，利用其 AI 代理提升开发者效率。这三家公司都处于有利位置，可以利用持续的 AI 热潮</p>

<p>Growth stocks have been leading the market higher, and there is no reason at this point to think that may stop. Let's look at three tech growth stocks that have been growing their revenue by 25% or more to consider buying this year.</p>
<div class="lb-trans"><p>成长股一直在推动市场上涨，目前没有理由认为这种趋势会停止。让我们看看三只收入增长超过 25% 的科技成长股，考虑在今年购买。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzU1MDQvZ2V0dHlpbWFnZXMtMTQ4OTk3MTM0NC5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F835504%2Fgettyimages-1489971344.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. Palantir Technologies</h2>
<div class="lb-trans"><h2>1. Palantir Technologies</h2>
</div><p><strong>Palantir Technologies</strong>(PLTR 1.42%) has pulled off one of the most impressive two-year stretches you'll see. The stock is up more than 135% in 2025 through Sept. 29, after surging 340% last year. While that has led its valuation to surge, the stock could still have a lot more left in the tank.</p>
<div class="lb-trans"><p><strong>Palantir Technologies</strong>(PLTR 1.42%) 在过去两年中取得了令人印象深刻的成绩。到 2025 年 9 月 29 日，该股上涨超过 135%，去年更是飙升了 340%。尽管这导致其估值飙升，但该股仍有很大的上涨空间。</p>
</div><p>What makes Palantir's story stand out is that it is no longer just a government contractor; it has become the go-to AI platform for companies that want to deploy artificial intelligence (AI) in their businesses right away. The key is its Artificial Intelligence Platform (AIP), which gathers and organizes a customer's messy data into a clean structure that large language models can better work with, helping significantly reduce AI hallucinations.</p>
<div class="lb-trans"><p>Palantir 的故事之所以引人注目，是因为它不再仅仅是一个政府承包商；它已成为希望立即在业务中部署人工智能（AI）的公司的首选 AI 平台。关键在于其人工智能平台（AIP），它将客户杂乱的数据收集并整理成一个清晰的结构，使大型语言模型能够更好地处理，从而显著减少 AI 的幻觉现象。</p>
</div><p>AIP can be used across a wide swath of industries to help solve very different problems, which is a big reason why the company's revenue has accelerated for eight straight quarters. Last quarter, its revenue surged 48% year over year to $1 billion, with U.S. commercial revenue surging 93%. Meanwhile, existing customers are quickly expanding, as shown in its robust 128% net dollar retention.</p>
<div class="lb-trans"><p>AIP 可以在广泛的行业中使用，以帮助解决非常不同的问题，这也是公司收入连续八个季度加速增长的重要原因。上个季度，其收入同比激增 48%，达到 10 亿美元，美国商业收入更是飙升 93%。与此同时，现有客户也在迅速扩展，净美元留存率高达 128%。</p>
</div><p>With AI still in its early innings and AIP essentially becoming an operating system for AI, Palantir has a long runway of growth still in front of it.</p>
<div class="lb-trans"><p>随着 AI 仍处于早期阶段，AIP 基本上成为了 AI 的操作系统，Palantir 仍有很长的增长空间。</p>
</div><h2>2. AppLovin</h2>
<div class="lb-trans"><h2>2. AppLovin</h2>
</div><p><strong>AppLovin</strong>(APP -1.98%) has been one of the most surprising growth stories in the market. Once a sleepy gaming app maker with a gaming app ad business, the company has become an AI adtech leader. The key to its transformation has been its Axon 2.0 AI adtech engine, which decides in real time which ads to serve, how much to bid, and where to place them. The results have been staggering. Last quarter, revenue jumped 77% year over year to $1.26 billion, and adjusted EBITDA nearly doubled to $1 billion, proving the model can scale profitably as it grows.</p>
<div class="lb-trans"><p><strong>AppLovin</strong>(APP -1.98%) 是市场上最令人惊讶的成长故事之一。曾经是一个沉寂的游戏应用程序开发商，拥有一个游戏应用广告业务，该公司已成为 AI 广告技术的领导者。其转型的关键在于 Axon 2.0 AI 广告技术引擎，它实时决定投放哪些广告、出价多少以及放置位置。结果令人震惊。上个季度，收入同比跃升 77%，达到 12.6 亿美元，调整后的 EBITDA 几乎翻倍，达到 10 亿美元，证明该模型在增长时可以实现盈利扩展。</p>
</div><p>Most of that success so far has come from mobile gaming apps, but management is just starting to test the same engine in e-commerce and broader web advertising, where the opportunity is even larger. In a recent note on the stock, analysts at UBS said it appears the company is seeing early success, with its checks (verification efforts that show ads met campaign specifications) indicating solid demand from web-based advertisers.</p>
<div class="lb-trans"><p>到目前为止，这一成功大部分来自移动游戏应用，但管理层刚刚开始在电子商务和更广泛的网络广告中测试相同的引擎，机会更为巨大。在最近的一份关于该股的报告中，瑞银的分析师表示，该公司似乎正在取得早期成功，其检查（验证广告是否符合活动规范的努力）显示出来自网络广告商的强劲需求。</p>
</div><p>AppLovin is also launching a self-serve ad manager that should open the platform to more advertisers while expanding internationally into regions where most of the world's gamers already live. The combination of new markets and new customers could keep revenue continuing to expand at a rapid clip.</p>
<div class="lb-trans"><p>AppLovin 还推出了一款自助广告管理工具，这将使更多广告商能够使用该平台，同时向大多数世界游戏玩家居住的地区扩展国际市场。新市场和新客户的结合可能会使收入继续快速增长。</p>
</div><p>The stock has already soared nearly 450% over the past year, which will make some investors hesitate. However, AppLovin keeps defying the skeptics and showing both revenue growth and operating leverage that few companies can match. If Axon 2.0 proves as effective outside gaming as it has been within it, this hyper-growth story still has legs.</p>
<div class="lb-trans"><p>该股在过去一年中已经飙升近 450%，这可能会让一些投资者犹豫。然而，AppLovin 不断挑战怀疑者，展现出少数公司能够匹敌的收入增长和运营杠杆。如果 Axon 2.0 在游戏之外同样有效，那么这个超高速增长的故事仍然有潜力。</p>
</div><h2>3. GitLab</h2>
<div class="lb-trans"><h2>3. GitLab</h2>
</div><p><strong>GitLab</strong>'s (GTLB -2.11%) stock hasn't enjoyed the same type of success as Palantir and AppLovin, but it, too, has been seeing rapid revenue growth. Revenue has grown between 25% and 35% for eight straight quarters, including a 29% gain last quarter to $236 million, with dollar-based net retention at 121% as existing customers add more seats and move to higher-tier plans.</p>
<div class="lb-trans"><p><strong>GitLab</strong>(GTLB -2.11%) 的股票没有享受到与 Palantir 和 AppLovin 相同的成功，但它也在快速增长。收入连续八个季度增长 25% 至 35%，上个季度增长 29%，达到 2.36 亿美元，基于美元的净留存率为 121%，现有客户增加了更多席位并升级到更高的计划。</p>
</div><p>The company started as a development, security, and operations (DevSecOps) platform but has grown into a full software development lifecycle solution, helping developers write, test, secure, and deploy code more efficiently. Meanwhile, the company has a big opportunity with its Duo AI agent, which automates repetitive tasks, freeing up developers to spend more time coding. This is crucial since developers typically spend only about 20% of their time writing code, so a product like this should be a nice growth driver.</p>
<div class="lb-trans"><p>该公司起初是一个开发、安全和运营（DevSecOps）平台，但已发展成为一个完整的软件开发生命周期解决方案，帮助开发人员更高效地编写、测试、保护和部署代码。同时，该公司在其 Duo AI 代理方面有很大的机会，该代理自动化重复任务，使开发人员能够花更多时间编写代码。这一点至关重要，因为开发人员通常只有大约 20% 的时间用于编写代码，因此像这样的产品应该是一个良好的增长驱动因素。</p>
</div><p>Meanwhile, concerns that AI would reduce the number of coders and hurt GitLab's business have turned out to be misplaced. Instead, the pace of software development has accelerated, and GitLab is seeing more customers and more usage.</p>
<div class="lb-trans"><p>与此同时，关于 AI 会减少程序员数量并损害 GitLab 业务的担忧被证明是错误的。相反，软件开发的速度加快，GitLab 正在看到更多客户和更多使用。</p>
</div><p>The company recently decided to shift to a hybrid seat-plus-usage pricing model, which should allow it to see more growth as demand scales and also protect it if coding teams ever shrink. With AI driving faster software creation and this pricing model shift, GitLab looks well-positioned for long-term growth and remains an underappreciated way to invest in the AI boom.</p>
<div class="lb-trans"><p>该公司最近决定转向混合的座位加使用量定价模型，这应该使其在需求扩大时看到更多增长，并在编码团队缩减时保护其利益。随着 AI 推动更快的软件创建和这一定价模型的转变，GitLab 看起来在长期增长方面处于良好位置，并且仍然是投资 AI 繁荣的一个被低估的方式。</p>
</div>

3 Hyper-Growth Tech Stocks to Buy in 2025

- 三只增长股在市场中表现突出，值得关注。  
- Palantir、AppLovin 和 GitLab 的收入均增长超过 25%。  
- 这些公司在 AI 领域的创新推动了其持续增长。

2025 年值得购买的三只高速增长科技股票