<h2>关键要点</h2>
<ul>
<li>微软和亚马逊运营着两大云计算服务。</li>
<li>人工智能的采用率尚未达到 20%。</li>
<li>我们更看好的 10 只股票 ›</li>
</ul>
<p>“七大奇迹” 是一组股票，通常被视为市场领袖。目前，这七只股票均位于全球前十大的公司之中。这是一个令人印象深刻的位置，该组股票包括：</p>
<ol>
<li><strong>英伟达</strong>(NASDAQ: NVDA)</li>
<li><strong>苹果</strong>(NASDAQ: AAPL)</li>
<li><strong>字母表</strong>(NASDAQ: GOOG)(NASDAQ: GOOGL)</li>
<li><strong>微软</strong>(NASDAQ: MSFT)</li>
<li><strong>亚马逊</strong>(NASDAQ: AMZN)</li>
<li><strong>Meta Platforms</strong>(NASDAQ: META)</li>
<li><strong>特斯拉</strong>(NASDAQ: TSLA)</li>
</ol>
<p>这七只股票在过去十年中为投资者带来了强劲的回报，但问题是，未来哪些股票会是最佳选择？我认为在七大奇迹中有两位成员被忽视了，现在看起来是绝佳的买入机会。</p>
<p><em><strong>人工智能会创造出世界上第一位万亿富翁吗？</strong> 我们的团队刚刚发布了一份关于一家鲜为人知的公司报告，该公司被称为 “不可或缺的垄断”，提供英伟达和英特尔都需要的关键技术。 <strong>继续 »</strong></em></p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg1OTI5OC90d28tZW5naW5lZXJzLXdvcmtpbmctb24tYS1kYXRhLWNlbnRlci5qcGcmdz03MDA?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-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg1OTI5OC90d28tZW5naW5lZXJzLXdvcmtpbmctb24tYS1kYXRhLWNlbnRlci5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>这些股票每天都获得巨大的头条新闻</h2>
<p>很难称世界上市值最大的公司被忽视，因此英伟达不在我的名单中。苹果产品在许多消费者心中占据重要位置，这是一家广为人知的公司，因此也被排除。此外，苹果的人工智能（AI）战略相对薄弱，所以我不愿称其为一家 AI 公司。字母表的股票在过去一年中因其在生成性 AI 领域的复苏而大幅上涨，Gemini 是可用的顶级选项之一，因此我也不会认为它被忽视。</p>
<p>Meta Platforms 和特斯拉都在努力将自己定位为以 AI 为首的公司，尽管它们对 AI 的采用方式各不相同。特斯拉通过自动驾驶将 AI 集成到其车辆中，并且还有其他令人兴奋的产品在开发中，比如 Optimus 机器人。Meta 正在开发多个 AI 产品，并将该技术整合到其社交媒体平台中。这两家公司在 AI 领域都很知名，因此不符合 “被忽视” 的标准。</p>
<p>这就剩下微软和亚马逊这两家，我认为 AI 投资者需要重新审视它们。</p>
<h2>亚马逊和微软正在从 AI 中赚钱</h2>
<p>虽然亚马逊和微软都在将 AI 整合到日常运营中，但真正的赚钱方式是云计算。亚马逊和微软在云计算市场份额方面分别位居第一和第二，并且在这一领域都实现了巨大的增长。在第四季度，微软 Azure 的收入同比增长了 39%。亚马逊网络服务（AWS）的增长率虽然没有那么快，增长了 24%。然而，这一增长率是其三年来的最佳季度。</p>
<p>这些业务是现金奶牛，随着对 AI 的需求不断增加，微软和亚马逊显然正在花费数十亿美元在数据中心上以满足这种需求。一旦资金投入到新的计算基础设施中，每家公司将能够产生高利润的收入，从而提升盈利能力。虽然每家公司都有其主要业务，但它们的云计算部门足以成为购买其股票的理由。</p>
<p>另一方面，这两只股票的交易价格相较于近期水平处于折扣状态。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vbWVkaWEueWNoYXJ0cy5jb20vY2hhcnRzLzVmZmM5NmM0ZTc2M2RjYmVjOWVmOTgzYmEwNTE1ZWE0LnBuZyZ3PTcwMA?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-dXJsPWh0dHBzOi8vbWVkaWEueWNoYXJ0cy5jb20vY2hhcnRzLzVmZmM5NmM0ZTc2M2RjYmVjOWVmOTgzYmEwNTE1ZWE0LnBuZyZ3PTcwMA"/></p>
<p>MSFT 市盈率（前瞻性）数据来自 YCharts。</p>
<p>自 2024 年以来，这两只股票的前瞻市盈率——基于估算——一直在低 30 区间内交易。现在，它们的交易价格相较于这些水平有着不错的折扣。如果你一直在等待购买这两只股票，过去几年几乎没有比现在更好的机会了。</p>
<p>企业对 AI 的潜力尚未触及表面。根据《Motley Fool》的研究，目前使用 AI 的企业不到 20%。这个数字在未来几年应该会激增，从而推动这两家公司的云计算服务需求。现在是一个绝佳的购买机会，投资者不应错过。</p>
<h2>你现在应该购买亚马逊的股票吗？</h2>
<p>在你购买亚马逊的股票之前，请考虑以下几点：</p>
<p>_Motley Fool Stock Advisor_分析师团队刚刚确定了他们认为的 <strong>10 只最佳股票</strong> 供投资者现在购买……而亚马逊并不在其中。这 10 只入选的股票在未来几年可能会产生巨额回报。</p>
<p>考虑一下 <strong>Netflix</strong> 在 2004 年 12 月 17 日进入这个名单时……如果你在我们推荐时投资了 1000 美元，<strong>你现在将拥有 514,000 美元</strong>！* 或者 <strong>英伟达</strong> 在 2005 年 4 月 15 日进入这个名单时……如果你在我们推荐时投资了 1000 美元，<strong>你现在将拥有 1,105,029 美元</strong>！*</p>
<p>现在值得注意的是，<em>Stock Advisor_的总平均回报率为 930%——相比之下，标准普尔 500 指数的回报率为 187%。** 不要错过最新的前 10 名单，加入由个人投资者为个人投资者建立的投资社区，获取_Stock Advisor</em>。**</p>
<p><strong>查看这 10 只股票 »</strong></p>
<p><em>*Stock Advisor 的回报截至 2026 年 3 月 15 日。</em></p>
<p><em>Keithen Drury 持有字母表、亚马逊、Meta Platforms、微软、英伟达和特斯拉的股份。《Motley Fool》持有并推荐字母表、亚马逊、苹果、Meta Platforms、微软、英伟达和特斯拉的股份，并且做空苹果的股票。《Motley Fool》有披露政策。</em></p>
<p>此处表达的观点和意见是作者的观点和意见，并不一定反映纳斯达克公司的观点。</p>

DTCR

2 倍做多 MSFT ETF - GraniteShares

北美科技软件股指数 ETF - iShares

<p>这篇文章讨论了 “七大奇迹” 中被忽视的人工智能股票，特别关注微软和亚马逊。这两家公司在云计算领域处于领先地位，微软的 Azure 和亚马逊的 AWS 显示出显著的收入增长。尽管它们的知名度很高，但目前的交易价格却处于折扣状态，为投资者提供了买入机会。文章强调，人工智能的采用率仍然较低，这表明未来对云服务的需求将会非常可观。文章还提到，亚马逊未被《傻瓜投资》最近的顶级股票推荐名单所包含</p>

<h2>Key Points</h2>
<div class="lb-trans"><h2>关键要点</h2>
</div><ul>
<li>Microsoft and Amazon operate the two largest cloud computing services.</li>
<li>AI adoption hasn't reached 20% yet.</li>
<li>10 stocks we like better than Amazon ›</li>
</ul>
<div class="lb-trans"><ul>
<li>微软和亚马逊运营着两大云计算服务。</li>
<li>人工智能的采用率尚未达到 20%。</li>
<li>我们更看好的 10 只股票 ›</li>
</ul>
</div><p>The &#34;Magnificent Seven&#34; is a group of stocks that are often pointed to as market leaders. Currently, all seven are among the world's top-10 largest companies. That's an impressive spot to be in, and the group is made up of:</p>
<div class="lb-trans"><p>“七大奇迹” 是一组股票，通常被视为市场领袖。目前，这七只股票均位于全球前十大的公司之中。这是一个令人印象深刻的位置，该组股票包括：</p>
</div><ol>
<li><strong>Nvidia</strong>(NASDAQ: NVDA)</li>
<li><strong>Apple</strong>(NASDAQ: AAPL)</li>
<li><strong>Alphabet</strong>(NASDAQ: GOOG)(NASDAQ: GOOGL)</li>
<li><strong>Microsoft</strong>(NASDAQ: MSFT)</li>
<li><strong>Amazon</strong>(NASDAQ: AMZN)</li>
<li><strong>Meta Platforms</strong>(NASDAQ: META)</li>
<li><strong>Tesla</strong>(NASDAQ: TSLA)</li>
</ol>
<div class="lb-trans"><ol>
<li><strong>英伟达</strong>(NASDAQ: NVDA)</li>
<li><strong>苹果</strong>(NASDAQ: AAPL)</li>
<li><strong>字母表</strong>(NASDAQ: GOOG)(NASDAQ: GOOGL)</li>
<li><strong>微软</strong>(NASDAQ: MSFT)</li>
<li><strong>亚马逊</strong>(NASDAQ: AMZN)</li>
<li><strong>Meta Platforms</strong>(NASDAQ: META)</li>
<li><strong>特斯拉</strong>(NASDAQ: TSLA)</li>
</ol>
</div><p>All seven of these stocks have delivered strong investor returns over the past decade, but the question is, which ones will be the best to own going forward? I think two members have been overlooked in the Magnificent Seven, and they look like screaming buys right now.</p>
<div class="lb-trans"><p>这七只股票在过去十年中为投资者带来了强劲的回报，但问题是，未来哪些股票会是最佳选择？我认为在七大奇迹中有两位成员被忽视了，现在看起来是绝佳的买入机会。</p>
</div><p><em><strong>Will AI create the world's first trillionaire?</strong> Our team just released a report on the one little-known company, called an &#34;Indispensable Monopoly&#34; providing the critical technology Nvidia and Intel both need. <strong>Continue »</strong></em></p>
<div class="lb-trans"><p><em><strong>人工智能会创造出世界上第一位万亿富翁吗？</strong> 我们的团队刚刚发布了一份关于一家鲜为人知的公司报告，该公司被称为 “不可或缺的垄断”，提供英伟达和英特尔都需要的关键技术。 <strong>继续 »</strong></em></p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg1OTI5OC90d28tZW5naW5lZXJzLXdvcmtpbmctb24tYS1kYXRhLWNlbnRlci5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F859298%2Ftwo-engineers-working-on-a-data-center.jpg&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Some of these stocks get huge headlines daily</h2>
<div class="lb-trans"><h2>这些股票每天都获得巨大的头条新闻</h2>
</div><p>It's hard to call the world's largest company by market cap overlooked, so Nvidia is out for my list. Apple products are front of mind for many consumers, and it's a well-publicized company, so it's also eliminated. Furthermore, Apple's artificial intelligence (AI) strategy has been relatively weak, so I'd hesitate to call it an AI company. Alphabet has seen its shares rally massively over the past year thanks to its comeback in the generative AI world, and Gemini is among the top options available, so I wouldn't consider it overlooked, either.</p>
<div class="lb-trans"><p>很难称世界上市值最大的公司被忽视，因此英伟达不在我的名单中。苹果产品在许多消费者心中占据重要位置，这是一家广为人知的公司，因此也被排除。此外，苹果的人工智能（AI）战略相对薄弱，所以我不愿称其为一家 AI 公司。字母表的股票在过去一年中因其在生成性 AI 领域的复苏而大幅上涨，Gemini 是可用的顶级选项之一，因此我也不会认为它被忽视。</p>
</div><p>Meta Platforms and Tesla are both trying to position themselves as AI-first companies, although their adoption of AI shows up in different ways. Tesla is integrating AI in its vehicles through autonomous driving and also has other exciting offerings in the works, like its Optimus robot. Meta is working on several AI products, as well as integrating the technology into its social media platforms. Both of these are well-known in the AI realm and don't qualify as &#34;overlooked.&#34;</p>
<div class="lb-trans"><p>Meta Platforms 和特斯拉都在努力将自己定位为以 AI 为首的公司，尽管它们对 AI 的采用方式各不相同。特斯拉通过自动驾驶将 AI 集成到其车辆中，并且还有其他令人兴奋的产品在开发中，比如 Optimus 机器人。Meta 正在开发多个 AI 产品，并将该技术整合到其社交媒体平台中。这两家公司在 AI 领域都很知名，因此不符合 “被忽视” 的标准。</p>
</div><p>That leaves Microsoft and Amazon as the last two, and I think AI investors need to take another look at them.</p>
<div class="lb-trans"><p>这就剩下微软和亚马逊这两家，我认为 AI 投资者需要重新审视它们。</p>
</div><h2>Amazon and Microsoft are making money from AI right now</h2>
<div class="lb-trans"><h2>亚马逊和微软正在从 AI 中赚钱</h2>
</div><p>While Amazon and Microsoft are both integrating AI into their everyday inner workings, the real money maker is cloud computing. Amazon and Microsoft are in first and second place in terms of cloud computing market share, and each is seeing huge growth in this sector. During the fourth quarter, Microsoft Azure's revenue rose 39% year over year. Amazon Web Services (AWS) didn't have as fast a growth rate, rising 24%. However, that growth rate was its best quarter in over three years.</p>
<div class="lb-trans"><p>虽然亚马逊和微软都在将 AI 整合到日常运营中，但真正的赚钱方式是云计算。亚马逊和微软在云计算市场份额方面分别位居第一和第二，并且在这一领域都实现了巨大的增长。在第四季度，微软 Azure 的收入同比增长了 39%。亚马逊网络服务（AWS）的增长率虽然没有那么快，增长了 24%。然而，这一增长率是其三年来的最佳季度。</p>
</div><p>These businesses are cash cows, and with insatiable AI demand, both Microsoft and Amazon are understandably spending billions of dollars on data centers to meet that demand. Once the money has been spent to bring the new computing infrastructure online, each company will be able to generate high-margin revenue that boosts profitability. While each company has a different primary business they're known for, their cloud computing segments are a good enough reason to buy their stocks.</p>
<div class="lb-trans"><p>这些业务是现金奶牛，随着对 AI 的需求不断增加，微软和亚马逊显然正在花费数十亿美元在数据中心上以满足这种需求。一旦资金投入到新的计算基础设施中，每家公司将能够产生高利润的收入，从而提升盈利能力。虽然每家公司都有其主要业务，但它们的云计算部门足以成为购买其股票的理由。</p>
</div><p>On another note, both stocks trade at a discount to recent levels.</p>
<div class="lb-trans"><p>另一方面，这两只股票的交易价格相较于近期水平处于折扣状态。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vbWVkaWEueWNoYXJ0cy5jb20vY2hhcnRzLzVmZmM5NmM0ZTc2M2RjYmVjOWVmOTgzYmEwNTE1ZWE0LnBuZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fmedia.ycharts.com%2Fcharts%2F5ffc96c4e763dcbec9ef983ba0515ea4.png&amp;w=700"/></p>
<p>MSFT PE Ratio (Forward) data by YCharts.</p>
<div class="lb-trans"><p>MSFT 市盈率（前瞻性）数据来自 YCharts。</p>
</div><p>Since 2024, these two have consistently traded with a forward price-to-earnings ratio -- based on estimates -- in the low-30s. Now, they trade at a decent discount to those levels. If you've been waiting to buy these two, there has seldom been a better opportunity over the past few years to scoop up these stocks.</p>
<div class="lb-trans"><p>自 2024 年以来，这两只股票的前瞻市盈率——基于估算——一直在低 30 区间内交易。现在，它们的交易价格相较于这些水平有着不错的折扣。如果你一直在等待购买这两只股票，过去几年几乎没有比现在更好的机会了。</p>
</div><p>Businesses haven't even scratched the surface of what's possible with AI. According to research done by The Motley Fool, less than 20% of businesses currently use AI. That number should skyrocket over the next few years and drive demand for cloud computing services from these two. Right now is a golden buying opportunity, and investors shouldn't squander it.</p>
<div class="lb-trans"><p>企业对 AI 的潜力尚未触及表面。根据《Motley Fool》的研究，目前使用 AI 的企业不到 20%。这个数字在未来几年应该会激增，从而推动这两家公司的云计算服务需求。现在是一个绝佳的购买机会，投资者不应错过。</p>
</div><h2>Should you buy stock in Amazon right now?</h2>
<div class="lb-trans"><h2>你现在应该购买亚马逊的股票吗？</h2>
</div><p>Before you buy stock in Amazon, consider this:</p>
<div class="lb-trans"><p>在你购买亚马逊的股票之前，请考虑以下几点：</p>
</div><p>The <em>Motley Fool Stock Advisor</em> analyst team just identified what they believe are the <strong>10 best stocks</strong> for investors to buy now… and Amazon wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.</p>
<div class="lb-trans"><p>_Motley Fool Stock Advisor_分析师团队刚刚确定了他们认为的 <strong>10 只最佳股票</strong> 供投资者现在购买……而亚马逊并不在其中。这 10 只入选的股票在未来几年可能会产生巨额回报。</p>
</div><p>Consider when <strong>Netflix</strong> made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, <strong>you’d have $514,000</strong>!* Or when <strong>Nvidia</strong> made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, <strong>you’d have $1,105,029</strong>!*</p>
<div class="lb-trans"><p>考虑一下 <strong>Netflix</strong> 在 2004 年 12 月 17 日进入这个名单时……如果你在我们推荐时投资了 1000 美元，<strong>你现在将拥有 514,000 美元</strong>！* 或者 <strong>英伟达</strong> 在 2005 年 4 月 15 日进入这个名单时……如果你在我们推荐时投资了 1000 美元，<strong>你现在将拥有 1,105,029 美元</strong>！*</p>
</div><p>Now, it’s worth noting <em>Stock Advisor’s</em> total average return is 930% — a market-crushing outperformance compared to 187% for the S&amp;P 500. <strong>Don't miss the latest top 10 list, available with <em>Stock Advisor</em>, and join an investing community built by individual investors for individual investors.</strong></p>
<div class="lb-trans"><p>现在值得注意的是，<em>Stock Advisor_的总平均回报率为 930%——相比之下，标准普尔 500 指数的回报率为 187%。** 不要错过最新的前 10 名单，加入由个人投资者为个人投资者建立的投资社区，获取_Stock Advisor</em>。**</p>
</div><p><strong>See the 10 stocks »</strong></p>
<div class="lb-trans"><p><strong>查看这 10 只股票 »</strong></p>
</div><p><em>*Stock Advisor returns as of March 15, 2026.</em></p>
<div class="lb-trans"><p><em>*Stock Advisor 的回报截至 2026 年 3 月 15 日。</em></p>
</div><p><em>Keithen Drury has positions in Alphabet, Amazon, Meta Platforms, Microsoft, Nvidia, and Tesla. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, and Tesla and is short shares of Apple. The Motley Fool has a disclosure policy.</em></p>
<div class="lb-trans"><p><em>Keithen Drury 持有字母表、亚马逊、Meta Platforms、微软、英伟达和特斯拉的股份。《Motley Fool》持有并推荐字母表、亚马逊、苹果、Meta Platforms、微软、英伟达和特斯拉的股份，并且做空苹果的股票。《Motley Fool》有披露政策。</em></p>
</div><p>The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.</p>
<div class="lb-trans"><p>此处表达的观点和意见是作者的观点和意见，并不一定反映纳斯达克公司的观点。</p>
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2026 年 “壮丽七大” 中最容易被忽视的人工智能（AI）股票