<p>如果你想在市场上投资，比如说 1000 美元，投资一些新兴的成长股可能是一个不错的选择。让我们来看两只人工智能（AI）股票，它们可能仍处于大幅增长的早期阶段。</p>
<h2>博通</h2>
<p><strong>博通</strong>（AVGO -2.02%）已经成为帮助公司设计定制 AI 芯片的关键架构师，使其成为 AI 基础设施建设下一个阶段中最重要的参与者之一。随着公司希望逐渐削弱 <strong>英伟达</strong> 在 AI 芯片市场的控制，他们正在寻求博通的帮助。</p>
<p>该公司已经在与 <strong>字母表</strong> 的关系中证明了自己的实力，帮助这家云计算领导者开发其成功的张量处理单元（TPU）。</p>
<p>博通预计，仅其三家主要客户，包括 <strong>Meta Platforms</strong> 和字节跳动，到 2027 财年将代表 600 亿到 900 亿美元的机会。这个估计的中位数超过了博通当前年度总收入的规模，这显示了其定制芯片机会的巨大潜力。</p>
<p>该公司最近宣布与 OpenAI 建立正式合作关系，帮助开发和部署 10 千兆瓦的定制 AI 加速器，使用博通的网络和以太网技术。其影响是巨大的。单个千兆瓦的数据中心容量意味着数百亿美元的硬件支出，这意味着仅此合作在未来几年可能代表 1000 亿美元的年度机会。</p>
<p>博通还有另一位新客户为其定制 AI 芯片下了价值 100 亿美元的订单，预计将在明年交付。</p>
<p>现在，随着全球几家最大的超大规模数据中心公司成为定制 AI 芯片的客户，博通看起来将在未来几年迎来爆炸性增长。这可能是增加股份的好时机，因为公司的业绩开始真正提升。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mzc3MDYvZ2V0dHlpbWFnZXMtMTQ4MDkzNjg2MC5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mzc3MDYvZ2V0dHlpbWFnZXMtMTQ4MDkzNjg2MC5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images</p>
<h2>UiPath</h2>
<p>另一家有潜力在未来几年加速增长的公司是 <strong>UiPath</strong>（PATH -2.89%）。该公司以机器人流程自动化（RPA）而闻名，使用软件机器人处理重复的业务任务，但现在正转向其所称的代理自动化。</p>
<p>该公司一直在忙于建立加强这一战略的合作伙伴关系。它现在正与英伟达合作，整合其 Nemotron 模型和 NIM 微服务，这可以加速在数据安全至关重要的行业中的 AI 部署。它还与字母表合作，使用其 Gemini 模型进行语音激活的自动化。</p>
<p>然而，最有趣的合作是与 <strong>Snowflake</strong> 的合作，这是一家存储客户结构化数据的数据仓库和分析公司。人们曾认为 AI 会颠覆其业务，因为 AI 在处理非结构化数据方面表现良好，但像 <strong>Palantir</strong> 这样的公司实际上表明，AI 模型在拥有干净、组织良好的数据时效果最佳。</p>
<p>通过与 Snowflake 的 Cortex AI 系统连接，UiPath 的 AI 编排工具可以实时利用客户自己的数据提供洞察。这是一个强大的资源，可以帮助 AI 在现实世界中变得更具可操作性。</p>
<p>随着 AI 热潮的兴起，UiPath 的增长暂时放缓，客户重新评估支出优先级，但其基础业务正在再次改善。上个季度，其年度经常性收入（ARR）增长了 11%，达到 17.2 亿美元，基于云的 ARR 激增 25%，显示客户正在接受公司的新产品。净收入留存率稳定在 108%，在公司实施成本削减后，运营利润率显著扩大。</p>
<p>UiPath 的开放式方法，作为 AI 代理的 “瑞士”，应该吸引那些不想被绑定到一个 AI 生态系统的企业，这代表了巨大的增长机会。</p>
<p>目前已有超过 450 家客户在其平台上构建 AI 代理，几乎所有新客户都同时采用其 RPA 和 AI 产品。这是一个强有力的迹象，表明公司的 AI 扩展并没有侵蚀其核心业务，而是增强了它。</p>
<p>尽管取得了这些进展，但市场尚未意识到：该股票的市销率（P/S）仅为 2026 年分析师预估的 5 倍。如果增长继续加速，股票的上涨潜力可能会相当可观。</p>

PATH

博通

<p>本文讨论了两个值得考虑投资 1000 美元的成长股：博通和 UiPath。博通在人工智能芯片开发中占据关键地位，拥有重要的合作伙伴关系，并预计到 2027 年将迎来 600 亿至 900 亿美元的机会。UiPath 以机器人流程自动化而闻名，正在通过合作扩展到人工智能领域，增强其产品，显示出良好的增长指标。这两家公司预计将经历显著增长，使其成为有吸引力的投资选择</p>

<p>If you're looking to put money to work in the market -- say $1,000 -- investing in some up-and-coming growth stocks could be a good route to take. Let's look at two artificial intelligence (AI) stocks that could still be in the early days of a big ramp-up in growth.</p>
<div class="lb-trans"><p>如果你想在市场上投资，比如说 1000 美元，投资一些新兴的成长股可能是一个不错的选择。让我们来看两只人工智能（AI）股票，它们可能仍处于大幅增长的早期阶段。</p>
</div><h2>Broadcom</h2>
<div class="lb-trans"><h2>博通</h2>
</div><p><strong>Broadcom</strong>(AVGO -2.02%) has become the key architect for helping companies design custom AI chips, making it one of the most important players in the next phase of the AI infrastructure build-out. As companies look to increasingly loosen <strong>Nvidia</strong>'s grip on the AI chip market, they are turning to Broadcom for help.</p>
<div class="lb-trans"><p><strong>博通</strong>（AVGO -2.02%）已经成为帮助公司设计定制 AI 芯片的关键架构师，使其成为 AI 基础设施建设下一个阶段中最重要的参与者之一。随着公司希望逐渐削弱 <strong>英伟达</strong> 在 AI 芯片市场的控制，他们正在寻求博通的帮助。</p>
</div><p>The company has already proved itself in its relationship with <strong>Alphabet</strong>, helping the cloud computing leader develop its highly successful tensor processing units (TPUs).</p>
<div class="lb-trans"><p>该公司已经在与 <strong>字母表</strong> 的关系中证明了自己的实力，帮助这家云计算领导者开发其成功的张量处理单元（TPU）。</p>
</div><p>Broadcom expects just three of its established customers, which also include <strong>Meta Platforms</strong> and ByteDance, to represent a $60 billion to $90 billion opportunity by fiscal 2027. The midpoint of that estimate is more than the size of Broadcom's entire current annual revenue base, which just shows you how big its custom-chip opportunity is.</p>
<div class="lb-trans"><p>博通预计，仅其三家主要客户，包括 <strong>Meta Platforms</strong> 和字节跳动，到 2027 财年将代表 600 亿到 900 亿美元的机会。这个估计的中位数超过了博通当前年度总收入的规模，这显示了其定制芯片机会的巨大潜力。</p>
</div><p>The company recently announced a formal partnership with OpenAI to help develop and deploy 10 gigawatts of custom AI accelerators using Broadcom's networking and Ethernet technology. The implications are enormous. A single gigawatt of data center capacity translates into tens of billions of dollars in hardware spending, meaning this partnership alone could represent a $100 billion annual opportunity in the coming years.</p>
<div class="lb-trans"><p>该公司最近宣布与 OpenAI 建立正式合作关系，帮助开发和部署 10 千兆瓦的定制 AI 加速器，使用博通的网络和以太网技术。其影响是巨大的。单个千兆瓦的数据中心容量意味着数百亿美元的硬件支出，这意味着仅此合作在未来几年可能代表 1000 亿美元的年度机会。</p>
</div><p>Broadcom has yet another new customer for its custom AI chips that ordered $10 billion worth of the semiconductors for next year.</p>
<div class="lb-trans"><p>博通还有另一位新客户为其定制 AI 芯片下了价值 100 亿美元的订单，预计将在明年交付。</p>
</div><p>Now, with several of the world's largest hyperscalers (companies that own huge data centers) as custom AI chip clients, Broadcom looks poised to see explosive growth in the coming years. This can be a good time to add shares before the company's results start to really ramp up.</p>
<div class="lb-trans"><p>现在，随着全球几家最大的超大规模数据中心公司成为定制 AI 芯片的客户，博通看起来将在未来几年迎来爆炸性增长。这可能是增加股份的好时机，因为公司的业绩开始真正提升。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mzc3MDYvZ2V0dHlpbWFnZXMtMTQ4MDkzNjg2MC5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F837706%2Fgettyimages-1480936860.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>UiPath</h2>
<div class="lb-trans"><h2>UiPath</h2>
</div><p>Another company that has the potential to accelerate its growth in the coming years is <strong>UiPath</strong>(PATH -2.89%). The company built its name around robotic process automation (RPA), which uses software bots to handle repetitive business tasks, but it's now moving into what it calls agentic automation.</p>
<div class="lb-trans"><p>另一家有潜力在未来几年加速增长的公司是 <strong>UiPath</strong>（PATH -2.89%）。该公司以机器人流程自动化（RPA）而闻名，使用软件机器人处理重复的业务任务，但现在正转向其所称的代理自动化。</p>
</div><p>The company has been busy forming partnerships that strengthen this strategy. It's now working with Nvidia to integrate its Nemotron models and NIM microservices, which can accelerate AI deployment in industries where data security is paramount. It has also teamed up with Alphabet to use its Gemini models for voice-activated automation.</p>
<div class="lb-trans"><p>该公司一直在忙于建立加强这一战略的合作伙伴关系。它现在正与英伟达合作，整合其 Nemotron 模型和 NIM 微服务，这可以加速在数据安全至关重要的行业中的 AI 部署。它还与字母表合作，使用其 Gemini 模型进行语音激活的自动化。</p>
</div><p>However, its most interesting collaboration is with <strong>Snowflake</strong>, a data warehousing and analytics company that stores customers' structured data. There has been a belief that AI would disrupt its business, given how well AI works with unstructured data, but companies like <strong>Palantir</strong> have actually shown that AI models work best when they have clean, organized data.</p>
<div class="lb-trans"><p>然而，最有趣的合作是与 <strong>Snowflake</strong> 的合作，这是一家存储客户结构化数据的数据仓库和分析公司。人们曾认为 AI 会颠覆其业务，因为 AI 在处理非结构化数据方面表现良好，但像 <strong>Palantir</strong> 这样的公司实际上表明，AI 模型在拥有干净、组织良好的数据时效果最佳。</p>
</div><p>By connecting with Snowflake's Cortex AI system, UiPath AI orchestration tools can give customers insights using their own data in real time. That is a powerful resource that could help make AI more actionable in the real world.</p>
<div class="lb-trans"><p>通过与 Snowflake 的 Cortex AI 系统连接，UiPath 的 AI 编排工具可以实时利用客户自己的数据提供洞察。这是一个强大的资源，可以帮助 AI 在现实世界中变得更具可操作性。</p>
</div><p>UiPath's growth temporarily slowed as the AI frenzy took off and customers reevaluated their spending priorities, but the underlying business is improving again. Its annual recurring revenue (ARR) climbed 11% to $1.72 billion last quarter, and cloud-based ARR surged 25%, showing that customers are embracing the company's newer offerings. Net revenue retention stabilized at 108%, and operating margins have expanded significantly after the company implemented cost cuts.</p>
<div class="lb-trans"><p>随着 AI 热潮的兴起，UiPath 的增长暂时放缓，客户重新评估支出优先级，但其基础业务正在再次改善。上个季度，其年度经常性收入（ARR）增长了 11%，达到 17.2 亿美元，基于云的 ARR 激增 25%，显示客户正在接受公司的新产品。净收入留存率稳定在 108%，在公司实施成本削减后，运营利润率显著扩大。</p>
</div><p>UiPath's open approach, acting as the &#34;Switzerland&#34; of AI agents, should appeal to enterprises that don't want to be tied to one AI ecosystem, and it represents a huge growth opportunity.</p>
<div class="lb-trans"><p>UiPath 的开放式方法，作为 AI 代理的 “瑞士”，应该吸引那些不想被绑定到一个 AI 生态系统的企业，这代表了巨大的增长机会。</p>
</div><p>More than 450 customers are already building AI agents on its platform, and almost all new customers are adopting both its RPA and AI products together. That's a strong sign the company's AI expansion isn't cannibalizing its core business but enhancing it.</p>
<div class="lb-trans"><p>目前已有超过 450 家客户在其平台上构建 AI 代理，几乎所有新客户都同时采用其 RPA 和 AI 产品。这是一个强有力的迹象，表明公司的 AI 扩展并没有侵蚀其核心业务，而是增强了它。</p>
</div><p>Despite this progress, the market hasn't caught on yet: The stock trades at a price-to-sales (P/S) multiple of only 5 times 2026 analyst estimates. If growth continues to reaccelerate, the stock's upside could be substantial.</p>
<div class="lb-trans"><p>尽管取得了这些进展，但市场尚未意识到：该股票的市销率（P/S）仅为 2026 年分析师预估的 5 倍。如果增长继续加速，股票的上涨潜力可能会相当可观。</p>
</div>

现在可以投资 1000 美元的两只成长型股票