<p>人工智能（AI）正在成为至少十年来最具革命性的技术。<em>Barron's</em> 估计，2025 年前三季度，AI 支出占美国经济增长的三分之一以上，且根据 Grand View Research 的预测，AI 支出预计将以每年 31% 的速度增长，直到 2033 年。</p>
<p>投资者可以通过持有 <strong>CoreWeave</strong>（CRWV +2.65%）和 <strong>Atlassian</strong>（TEAM 4.35%）的股票来把握这一机会。某些华尔街分析师认为这些股票被严重低估。</p>
<ul>
<li>H.C. Wainwright 的 Kevin Dede 为 CoreWeave 设定了每股 180 美元的目标价。这意味着相较于当前 88 美元的股价有 105% 的上涨空间。</li>
<li>摩根士丹利的 Keith Weiss 为 Atlassian 设定了每股 320 美元的目标价。这意味着相较于当前 139 美元的股价有 130% 的上涨空间。</li>
</ul>
<p>以下是投资者需要了解的关于这些 AI 股票的信息。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NTEyMjUvZ3Jvd3RoLTMuanBnJnc9Mzg0MA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="2412" height="1243" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NTEyMjUvZ3Jvd3RoLTMuanBnJnc9Mzg0MA"/></p>
<p>图片来源：Getty Images。</p>
<h2>CoreWeave：105% 的隐含上涨空间</h2>
<p>CoreWeave 是一种新型云计算，有时被称为 人工智能（AI）云或 图形处理单元（GPU）云。无论你怎么称呼它，该公司已被公认为新兴云服务提供商中的领导者，其数据中心专门构建以支持 AI 工作负载所需的功率密度、内存和冷却，如 训练 和 推理。</p>
<p>研究公司 SemiAnalysis 最近将 CoreWeave 评为最具能力的云 AI 服务提供商，其平台得分高于科技巨头 <strong>亚马逊</strong>、<strong>微软</strong> 和 <strong>谷歌</strong>。分析师 Dylan Patel 表示：“CoreWeave 继续通过强大的技术执行和运营成熟度设定 AI 云性能的基准。”</p>
<p>广告</p>
<p>CoreWeave 的股票从高点下跌了 53%，原因是对 AI 繁荣的持续性和公司为建设数据中心而承担的巨额债务的担忧。我对此问题并不太担心。即使是最好的 AI 股票也会时不时下跌，但这项技术本身只会变得越来越重要。而且，随着收入的持续增长，CoreWeave 的债务应该会变得不那么重要。</p>
<p>在这一点上，华尔街预计 CoreWeave 的收入将在 2027 年前以每年 94% 的速度增长。这使得当前 8.4 倍的 销售额 估值看起来便宜，前提是公司最终实现盈利。该股票可能在未来一年内不会回报 105%，但每股 120 美元的中位目标价意味着相较于当前 88 美元的股价有 36% 的上涨空间。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0NSV1YucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="CoreWeave 股票报价" width="80" height="80" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0NSV1YucG5nJnc9MTI4"/></p>
<h2>NASDAQ: CRWV</h2>
<p>CoreWeave</p>
<p>今日变动</p>
<p>(2.65%) $2.32</p>
<p>当前价格</p>
<p>$89.80</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$450 亿</p>
<p>日内区间</p>
<p>$86.50 - $93.18</p>
<p>52 周区间</p>
<p>$33.52 - $187.00</p>
<p>成交量</p>
<p>2800 万</p>
<p>平均成交量</p>
<p>2800 万</p>
<p>毛利率</p>
<p>49.23%</p>
<h2>Atlassian：130% 的隐含上涨空间</h2>
<p>Atlassian 为技术团队（例如开发和运维，或 DevOps）和非技术团队（例如市场营销）开发工作管理和协作软件。该公司还开发 IT 服务管理软件。总体而言，Atlassian 的产品帮助客户规划、跟踪和完成项目。</p>
<p>Atlassian 通过摒弃传统的销售和营销策略而实现了差异化。通过专注于自助服务销售和口碑营销，它可以在 研发 上花费比竞争对手更多的资金。咨询公司 <strong>Gartner</strong> 最近将 Atlassian 评为 DevOps 和协作工作管理软件的领导者。</p>
<p>在 2024 年，Atlassian 推出了其 AI 助手 Rovo。该平台最初包括智能搜索和流程自动化工具，但去年公司为开发者增加了代码生成工具。摩根士丹利认为 Atlassian 是最有可能从 AI 代理需求中获利的软件公司之一。</p>
<p>Atlassian 的股票从高点下跌了 57%，部分原因是投资者担心随着 AI 编码工具的普及，DevOps 工具的需求会下降。但摩根士丹利的分析师表示，市场的看法是错误的。通过 AI 实现的生产力提升将增加开发者的数量，从而创造对 DevOps 软件的更大需求。</p>
<p>展望未来，华尔街预计 Atlassian 的调整后收益将在截至 2027 年 6 月的财政年度内以每年 22% 的速度增长。这使得当前 35 倍的市盈率估值看起来合理，尤其是根据 LSEG 的数据，Atlassian 在过去六个季度中平均超出共识预期 16%。我怀疑该股票在未来一年内会增加 130%，但每股 230 美元的中位目标价意味着相较于当前 139 美元的股价有 65% 的上涨空间。</p>

TEAM

CRWV

<p>华尔街分析师建议购买 CoreWeave 和 Atlassian 的股票，预计到 2026 年分别有 105% 和 130% 的潜在上涨空间。CoreWeave 作为 AI 云服务的领导者，预计年收入增长将达到 94%，尽管目前对其债务存在担忧。Atlassian 以其协作软件而闻名，预计年收益将增长 22%，分析师认为 AI 将推动其产品的需求。两只股票目前被低估，为 AI 领域的投资提供了机会</p>

<p>Artificial intelligence (AI) is shaping up to be the most revolutionary technology in at least a decade. <em>Barron's</em> estimates that AI spending accounted for over a third of U.S. economic growth during the first three quarters of 2025, and AI spending is forecast to increase at 31% annually through 2033, according to Grand View Research.</p>
<div class="lb-trans"><p>人工智能（AI）正在成为至少十年来最具革命性的技术。<em>Barron's</em> 估计，2025 年前三季度，AI 支出占美国经济增长的三分之一以上，且根据 Grand View Research 的预测，AI 支出预计将以每年 31% 的速度增长，直到 2033 年。</p>
</div><p>Investors can lean into that opportunity by owning shares of <strong>CoreWeave</strong>( CRWV +2.65%) and <strong>Atlassian</strong>( TEAM 4.35%). Certain Wall Street analysts think those stocks are deeply undervalued.</p>
<div class="lb-trans"><p>投资者可以通过持有 <strong>CoreWeave</strong>（CRWV +2.65%）和 <strong>Atlassian</strong>（TEAM 4.35%）的股票来把握这一机会。某些华尔街分析师认为这些股票被严重低估。</p>
</div><ul>
<li>Kevin Dede at H.C. Wainwright has set CoreWeave with a target price of $180 per share. That implies 105% upside from its current share price of $88.</li>
<li>Keith Weiss at <strong>Morgan Stanley</strong> has set Atlassian with a target price of $320 per share. That implies 130% upside from its current share price of $139.</li>
</ul>
<div class="lb-trans"><ul>
<li>H.C. Wainwright 的 Kevin Dede 为 CoreWeave 设定了每股 180 美元的目标价。这意味着相较于当前 88 美元的股价有 105% 的上涨空间。</li>
<li>摩根士丹利的 Keith Weiss 为 Atlassian 设定了每股 320 美元的目标价。这意味着相较于当前 139 美元的股价有 130% 的上涨空间。</li>
</ul>
</div><p>Here's what investors should know about these AI stocks.</p>
<div class="lb-trans"><p>以下是投资者需要了解的关于这些 AI 股票的信息。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NTEyMjUvZ3Jvd3RoLTMuanBnJnc9Mzg0MA" alt="A finger traces a luminous purple line that slopes upward in midair. " original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F851225%2Fgrowth-3.jpg&amp;w=3840&amp;op=resize"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>CoreWeave: 105% implied upside</h2>
<div class="lb-trans"><h2>CoreWeave：105% 的隐含上涨空间</h2>
</div><p>CoreWeave is a neocloud, sometimes called an artificial intelligence (AI) cloud or graphics processing unit (GPU) cloud. Whatever you call it, the company has been recognized as the leader among an emerging class of cloud providers whose data centers are purpose-built to support the power density, memory, and cooling required by AI workloads like training and inference.</p>
<div class="lb-trans"><p>CoreWeave 是一种新型云计算，有时被称为 人工智能（AI）云或 图形处理单元（GPU）云。无论你怎么称呼它，该公司已被公认为新兴云服务提供商中的领导者，其数据中心专门构建以支持 AI 工作负载所需的功率密度、内存和冷却，如 训练 和 推理。</p>
</div><p>Research company SemiAnalysis recently ranked CoreWeave as the most capable provider of cloud AI services, scoring its platform above technology giants <strong>Amazon</strong>, <strong>Microsoft</strong>, and <strong>Alphabet</strong>. Analyst Dylan Patel wrote, &#34;CoreWeave continues to set the benchmark for AI cloud performance by demonstrating strong technical execution and operational maturity.&#34;</p>
<div class="lb-trans"><p>研究公司 SemiAnalysis 最近将 CoreWeave 评为最具能力的云 AI 服务提供商，其平台得分高于科技巨头 <strong>亚马逊</strong>、<strong>微软</strong> 和 <strong>谷歌</strong>。分析师 Dylan Patel 表示：“CoreWeave 继续通过强大的技术执行和运营成熟度设定 AI 云性能的基准。”</p>
</div><p>Advertisement</p>
<div class="lb-trans"><p>广告</p>
</div><p>CoreWeave stock is down 53% from its high, due to concerns about the durability of the AI boom and the substantial debt the company has taken on to finance the building of its data centers. I am not overly worried by either issue. Even the best AI stocks will fall from time to time, but the technology itself will only become more important. And CoreWeave's debt should become less consequential as revenue continues to grow.</p>
<div class="lb-trans"><p>CoreWeave 的股票从高点下跌了 53%，原因是对 AI 繁荣的持续性和公司为建设数据中心而承担的巨额债务的担忧。我对此问题并不太担心。即使是最好的 AI 股票也会时不时下跌，但这项技术本身只会变得越来越重要。而且，随着收入的持续增长，CoreWeave 的债务应该会变得不那么重要。</p>
</div><p>On that note, Wall Street estimates CoreWeave's revenue will increase at 94% annually through 2027. That makes the current valuation of 8.4 times sales look cheap, provided the company eventually reaches profitability. The stock may not return 105% over the next year, but the median target price of $120 per share implies 36% upside from the current share price of $88.</p>
<div class="lb-trans"><p>在这一点上，华尔街预计 CoreWeave 的收入将在 2027 年前以每年 94% 的速度增长。这使得当前 8.4 倍的 销售额 估值看起来便宜，前提是公司最终实现盈利。该股票可能在未来一年内不会回报 105%，但每股 120 美元的中位目标价意味着相较于当前 88 美元的股价有 36% 的上涨空间。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0NSV1YucG5nJnc9MTI4" alt="CoreWeave Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FCRWV.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: CRWV</h2>
<div class="lb-trans"><h2>NASDAQ: CRWV</h2>
</div><p>CoreWeave</p>
<div class="lb-trans"><p>CoreWeave</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(2.65%) $2.32</p>
<div class="lb-trans"><p>(2.65%) $2.32</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$89.80</p>
<div class="lb-trans"><p>$89.80</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$45B</p>
<div class="lb-trans"><p>$450 亿</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$86.50 - $93.18</p>
<div class="lb-trans"><p>$86.50 - $93.18</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$33.52 - $187.00</p>
<div class="lb-trans"><p>$33.52 - $187.00</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>28M</p>
<div class="lb-trans"><p>2800 万</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>28M</p>
<div class="lb-trans"><p>2800 万</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>49.23%</p>
<div class="lb-trans"><p>49.23%</p>
</div><h2>Atlassian: 130% implied upside</h2>
<div class="lb-trans"><h2>Atlassian：130% 的隐含上涨空间</h2>
</div><p>Atlassian develops work management and collaboration software for technical teams (e.g., development and operations, or DevOps) and nontechnical teams (e.g., marketing). The company also develops IT service management software. Collectively, Atlassian's products help customers plan, track, and complete projects.</p>
<div class="lb-trans"><p>Atlassian 为技术团队（例如开发和运维，或 DevOps）和非技术团队（例如市场营销）开发工作管理和协作软件。该公司还开发 IT 服务管理软件。总体而言，Atlassian 的产品帮助客户规划、跟踪和完成项目。</p>
</div><p>Atlassian has differentiated itself by eschewing traditional sales and marketing strategies. By focusing on self-service sales and word-of-mouth marketing, it can spend far more on research and development than its competitors. Consultancy <strong>Gartner</strong> recently recognized Atlassian as a leader in DevOps and collaborative work management software.</p>
<div class="lb-trans"><p>Atlassian 通过摒弃传统的销售和营销策略而实现了差异化。通过专注于自助服务销售和口碑营销，它可以在 研发 上花费比竞争对手更多的资金。咨询公司 <strong>Gartner</strong> 最近将 Atlassian 评为 DevOps 和协作工作管理软件的领导者。</p>
</div><p>In 2024, Atlassian launched its AI assistant Rovo. The platform initially included tools for intelligent search and process automation, but the company added code generation tools for developers last year. Morgan Stanley sees Atlassian as one of the software companies best positioned to monetize demand for AI agents.</p>
<div class="lb-trans"><p>在 2024 年，Atlassian 推出了其 AI 助手 Rovo。该平台最初包括智能搜索和流程自动化工具，但去年公司为开发者增加了代码生成工具。摩根士丹利认为 Atlassian 是最有可能从 AI 代理需求中获利的软件公司之一。</p>
</div><p>Atlassian stock is down 57% from its high, partly because investors are worried demand for DevOps tools will drop as AI coding tools become more popular. But Morgan Stanley analysts say the market has it backwards. Productivity improvements realized through AI will increase the number of developers, creating more demand for DevOps software.</p>
<div class="lb-trans"><p>Atlassian 的股票从高点下跌了 57%，部分原因是投资者担心随着 AI 编码工具的普及，DevOps 工具的需求会下降。但摩根士丹利的分析师表示，市场的看法是错误的。通过 AI 实现的生产力提升将增加开发者的数量，从而创造对 DevOps 软件的更大需求。</p>
</div><p>Looking ahead, Wall Street expects Atlassian's adjusted earnings to grow at 22% annually through the fiscal year ending in June 2027. That makes the current valuation of 35 times earnings look reasonable, especially when Atlassian beat the consensus estimate by an average of 16% during the last six quarters, according to LSEG. I doubt the stock will add 130% in the next year, but the median target price of $230 per share implies 65% upside from the current share price of $139.</p>
<div class="lb-trans"><p>展望未来，华尔街预计 Atlassian 的调整后收益将在截至 2027 年 6 月的财政年度内以每年 22% 的速度增长。这使得当前 35 倍的市盈率估值看起来合理，尤其是根据 LSEG 的数据，Atlassian 在过去六个季度中平均超出共识预期 16%。我怀疑该股票在未来一年内会增加 130%，但每股 230 美元的中位目标价意味着相较于当前 139 美元的股价有 65% 的上涨空间。</p>
</div>

根据华尔街分析师的预测，有两只被低估的 AI 股票在 2026 年之前将分别上涨 105% 和 130%