<p>人工智能（AI）股票在过去三年中飙升，推动了 <strong>标准普尔 500 指数</strong> 在这轮牛市中上涨。在过去的三个日历年中，由于对这项技术的热情，该指数上涨了 78%。投资者热衷于在这一颠覆性技术的早期阶段参与其中，因此纷纷涌向 AI 相关公司。</p>
<p>然后发生了大轮换。今年年初，各种担忧——从对伊朗冲突的担忧到对长期 AI 收入前景的质疑——在投资者心中挥之不去，这导致他们转向被视为更安全的其他行业。这些领域包括制药和消费品——患者需要药物，消费者需要某些必需品，无论经济背景如何，这为这些公司的收入提供了一定的稳定性。</p>
<p>然而，AI 的增长故事并未结束，投资者在最近几周意识到了这一点，纷纷回归这些股票。企业盈利和对未来的沟通显示 AI 需求强劲，这支持了长期增长的故事。但大轮换为科技投资者带来了积极的成果：它创造了一个在 <strong>纳斯达克</strong> 上罕见的买入窗口，这意味着某些股票的估值大幅下跌。在许多情况下，这个窗口仍然开放。以下是现在值得购买的两只最佳 AI 增长股票。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NjU4NjcvYXJ0aWZpY2lhbC1pbnRlbGxpZ2VuY2UtaW52ZXN0aW5nLWFsZ29yaXRobXMuanBnJnc9Mzg0MA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NjU4NjcvYXJ0aWZpY2lhbC1pbnRlbGxpZ2VuY2UtaW52ZXN0aW5nLWFsZ29yaXRobXMuanBnJnc9Mzg0MA"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. Meta Platforms</h2>
<p>你可能对 <strong>Meta Platforms</strong>（META +0.37%）在社交媒体领域的领导地位非常熟悉。该公司拥有 Facebook 和 Instagram 等热门应用，每天有超过 35 亿人使用至少一个 Meta 的应用。但 Meta 在 AI 领域也在不断发力。</p>
<p>该公司开发了大型语言模型，成立了由该领域专家领导的超级智能实验室，并在构建 AI 基础设施方面进行了大量投资。Meta 已经开始将其工作的成果应用于社交媒体应用和产生大部分收入的广告中。通过为其应用添加 AI 功能，我们会在上面停留更长时间——通过将 AI 应用于广告设计和流程，它们将产生更好的效果。所有这些都应该在未来推动广告收入的增长。而 Meta 的投资可能会产生其他产品和服务，从而拓宽其收入来源。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL01FVEEucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Meta Platforms 股票报价" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL01FVEEucG5nJnc9MTI4"/></p>
<h2>NASDAQ: META</h2>
<p>Meta Platforms</p>
<p>今日变动</p>
<p>(0.37%) $2.25</p>
<p>当前价格</p>
<p>$604.86</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$1.5 万亿</p>
<p>日内区间</p>
<p>$597.85 - $608.00</p>
<p>52 周区间</p>
<p>$520.26 - $796.25</p>
<p>成交量</p>
<p>718K</p>
<p>平均成交量</p>
<p>15M</p>
<p>毛利率</p>
<p>81.94%</p>
<p>股息收益率</p>
<p>0.35%</p>
<p>与此同时，稳健的社交媒体业务带来了持续的盈利增长，使 Meta 能够投资于其 AI 增长项目。</p>
<p>Meta 是 七大科技股 中最便宜的，当前交易价格为未来收益预期的 18 倍，使其成为一只极好的 AI 股票，值得买入和持有。</p>
<h2>2. Microsoft</h2>
<p><strong>Microsoft</strong>（MSFT +0.82%）是软件领域的巨头——作为 Word 和 Excel 等两个热门平台的拥有者，该公司在其 云计算业务 中看到了巨大的增长。随着时间的推移，这些和其他 Microsoft 业务产生了积极的盈利表现，并推动了股价上涨。</p>
<p>但在最近几个月，投资者对投资 Microsoft 犹豫不决，因为他们担心 AI 工具可能会与其软件竞争——并最终取而代之。我认为这种情况不太可能发生，原因有二。首先，Microsoft 的系统与其商业客户的运营以及像你我这样的个人的日常习惯紧密相连。其次，Microsoft 已经将 AI 应用于其软件——我们可以清楚地看到 Copilot——以增强其功能。因此，随着 AI 的发展，Microsoft 的软件应该会受益。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL01TRlQucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Microsoft 股票报价" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL01TRlQucG5nJnc9MTI4"/></p>
<h2>NASDAQ: MSFT</h2>
<p>Microsoft</p>
<p>今日变动</p>
<p>(0.82%) $3.41</p>
<p>当前价格</p>
<p>$419.93</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$3.1 万亿</p>
<p>日内区间</p>
<p>$410.48 - $421.17</p>
<p>52 周区间</p>
<p>$356.28 - $555.45</p>
<p>成交量</p>
<p>1.6M</p>
<p>平均成交量</p>
<p>34M</p>
<p>毛利率</p>
<p>68.31%</p>
<p>股息收益率</p>
<p>0.63%</p>
<p>与此同时，由于对 AI 产品和服务的需求，该公司的云业务正在蓬勃发展。在最近一个季度，该公司表示 Azure 和其他云服务的收入增长了 40%，而由于 Microsoft 及其同行一直在强调 AI 需求的强劲，这种增长可能会持续。</p>
<p>目前，Microsoft 股票的交易价格为未来收益预期的 24 倍，使其成为七大科技股中第二便宜的。在这个水平上，尽管 纳斯达克买入窗口 仍然开放，购买这只当前和未来的 AI 赢家的股票是个好主意。</p>

纳斯达克 100 指数

纳斯达克综合指数

META

<p>最近市场的 “伟大轮换” 创造了一个独特的购买机会，特别是对于纳斯达克的人工智能股票。尽管投资者最初存在担忧，但对人工智能的需求依然强劲，像 Meta Platforms 和微软这样的公司正处于增长的有利位置。Meta 正在通过人工智能增强其社交媒体平台，而微软则将人工智能整合到其软件中，并从蓬勃发展的云业务中受益。随着市场的稳定，这两只股票被视为具有吸引力的买入选择</p>

<p>Artificial intelligence (AI) stocks have soared over three years, driving the <strong>S&amp;P 500</strong> through this bull market. In these past three calendar years, the index advanced 78% thanks to this excitement about the technology. Investors loved the idea of getting in on something game-changing in its earliest days, so they flocked to AI players.</p>
<div class="lb-trans"><p>人工智能（AI）股票在过去三年中飙升，推动了 <strong>标准普尔 500 指数</strong> 在这轮牛市中上涨。在过去的三个日历年中，由于对这项技术的热情，该指数上涨了 78%。投资者热衷于在这一颠覆性技术的早期阶段参与其中，因此纷纷涌向 AI 相关公司。</p>
</div><p>Then the great rotation happened. Early this year, a variety of concerns -- from worries about the conflict in Iran to questions about the long-term AI revenue story -- weighed on investors' minds, and this led them to rotate into other sectors viewed as safer. These are areas such as pharmaceuticals and consumer staples -- patients need their medicines and consumers need certain essentials regardless of the economic backdrop, and this offers revenue at these companies a certain stability.</p>
<div class="lb-trans"><p>然后发生了大轮换。今年年初，各种担忧——从对伊朗冲突的担忧到对长期 AI 收入前景的质疑——在投资者心中挥之不去，这导致他们转向被视为更安全的其他行业。这些领域包括制药和消费品——患者需要药物，消费者需要某些必需品，无论经济背景如何，这为这些公司的收入提供了一定的稳定性。</p>
</div><p>The AI growth story isn't over, however, and investors have realized this as they've returned to these stocks in recent weeks. Corporate earnings and communications about the future show AI demand is strong, and this supports the long-term growth story. But the great rotation accomplished something positive for tech investors: It created a rare buying window on the <strong>Nasdaq</strong>, meaning certain stocks saw their valuations plummet. And in many cases, that window remains open. Here are the two best AI growth stocks to buy right now.</p>
<div class="lb-trans"><p>然而，AI 的增长故事并未结束，投资者在最近几周意识到了这一点，纷纷回归这些股票。企业盈利和对未来的沟通显示 AI 需求强劲，这支持了长期增长的故事。但大轮换为科技投资者带来了积极的成果：它创造了一个在 <strong>纳斯达克</strong> 上罕见的买入窗口，这意味着某些股票的估值大幅下跌。在许多情况下，这个窗口仍然开放。以下是现在值得购买的两只最佳 AI 增长股票。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NjU4NjcvYXJ0aWZpY2lhbC1pbnRlbGxpZ2VuY2UtaW52ZXN0aW5nLWFsZ29yaXRobXMuanBnJnc9Mzg0MA" alt="An investor works at a computer in an office." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F865867%2Fartificial-intelligence-investing-algorithms.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>1. Meta Platforms</h2>
<div class="lb-trans"><h2>1. Meta Platforms</h2>
</div><p>You probably know <strong>Meta Platforms</strong>( META +0.37%) well for its leadership in the world of social media. The company owns popular apps such as Facebook and Instagram, and more than 3.5 billion people use at least one of Meta's apps daily. But Meta has also been making its mark on the world of AI.</p>
<div class="lb-trans"><p>你可能对 <strong>Meta Platforms</strong>（META +0.37%）在社交媒体领域的领导地位非常熟悉。该公司拥有 Facebook 和 Instagram 等热门应用，每天有超过 35 亿人使用至少一个 Meta 的应用。但 Meta 在 AI 领域也在不断发力。</p>
</div><p>The company has developed large language models, formed a superintelligence lab led by experts in the field, and is investing heavily in building out AI infrastructure. Meta already has started applying the fruits of its work to its social media apps and the advertising that generates most of its revenue. By adding AI features to its apps, we'll stay on them longer -- and by applying AI to advertising design and process, they will yield better results. All of this should supercharge ad revenue over time. And Meta's investment may generate other products and services that could broaden its sources of revenue.</p>
<div class="lb-trans"><p>该公司开发了大型语言模型，成立了由该领域专家领导的超级智能实验室，并在构建 AI 基础设施方面进行了大量投资。Meta 已经开始将其工作的成果应用于社交媒体应用和产生大部分收入的广告中。通过为其应用添加 AI 功能，我们会在上面停留更长时间——通过将 AI 应用于广告设计和流程，它们将产生更好的效果。所有这些都应该在未来推动广告收入的增长。而 Meta 的投资可能会产生其他产品和服务，从而拓宽其收入来源。</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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL01FVEEucG5nJnc9MTI4" alt="Meta Platforms Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FMETA.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: META</h2>
<div class="lb-trans"><h2>NASDAQ: META</h2>
</div><p>Meta Platforms</p>
<div class="lb-trans"><p>Meta Platforms</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(0.37%) $2.25</p>
<div class="lb-trans"><p>(0.37%) $2.25</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$604.86</p>
<div class="lb-trans"><p>$604.86</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>$1.5T</p>
<div class="lb-trans"><p>$1.5 万亿</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$597.85 - $608.00</p>
<div class="lb-trans"><p>$597.85 - $608.00</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$520.26 - $796.25</p>
<div class="lb-trans"><p>$520.26 - $796.25</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>718K</p>
<div class="lb-trans"><p>718K</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>15M</p>
<div class="lb-trans"><p>15M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>81.94%</p>
<div class="lb-trans"><p>81.94%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.35%</p>
<div class="lb-trans"><p>0.35%</p>
</div><p>Meanwhile, the solid social media business delivers ongoing earnings growth, allowing Meta to invest in its AI growth projects.</p>
<div class="lb-trans"><p>与此同时，稳健的社交媒体业务带来了持续的盈利增长，使 Meta 能够投资于其 AI 增长项目。</p>
</div><p>Meta is the cheapest of the Magnificent Seven tech stocks as it trades for 18x forward earnings estimates, making it a fantastic AI stock to buy and hold.</p>
<div class="lb-trans"><p>Meta 是 七大科技股 中最便宜的，当前交易价格为未来收益预期的 18 倍，使其成为一只极好的 AI 股票，值得买入和持有。</p>
</div><h2>2. Microsoft</h2>
<div class="lb-trans"><h2>2. Microsoft</h2>
</div><p><strong>Microsoft</strong>( MSFT +0.82%) is a giant in the world of software -- as the owner of Word and Excel, to name two popular platforms -- and the company is seeing tremendous growth from its cloud computing business. Over time, these and other Microsoft businesses have generated positive earnings performance and pushed the stock price higher.</p>
<div class="lb-trans"><p><strong>Microsoft</strong>（MSFT +0.82%）是软件领域的巨头——作为 Word 和 Excel 等两个热门平台的拥有者，该公司在其 云计算业务 中看到了巨大的增长。随着时间的推移，这些和其他 Microsoft 业务产生了积极的盈利表现，并推动了股价上涨。</p>
</div><p>But in recent months, investors hesitated to invest in Microsoft as they worried that AI tools could rival its software -- and eventually replace it. I don't think this is likely to happen. For two reasons. First, Microsoft's systems are deeply entwined with its commercial customers' operations and the daily habits of individuals like you and me. Second, Microsoft has applied AI to its software -- as we can see clearly with Copilot -- to make it more powerful. So, as AI develops, Microsoft's software should benefit.</p>
<div class="lb-trans"><p>但在最近几个月，投资者对投资 Microsoft 犹豫不决，因为他们担心 AI 工具可能会与其软件竞争——并最终取而代之。我认为这种情况不太可能发生，原因有二。首先，Microsoft 的系统与其商业客户的运营以及像你我这样的个人的日常习惯紧密相连。其次，Microsoft 已经将 AI 应用于其软件——我们可以清楚地看到 Copilot——以增强其功能。因此，随着 AI 的发展，Microsoft 的软件应该会受益。</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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL01TRlQucG5nJnc9MTI4" alt="Microsoft Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FMSFT.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: MSFT</h2>
<div class="lb-trans"><h2>NASDAQ: MSFT</h2>
</div><p>Microsoft</p>
<div class="lb-trans"><p>Microsoft</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(0.82%) $3.41</p>
<div class="lb-trans"><p>(0.82%) $3.41</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$419.93</p>
<div class="lb-trans"><p>$419.93</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>$3.1T</p>
<div class="lb-trans"><p>$3.1 万亿</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$410.48 - $421.17</p>
<div class="lb-trans"><p>$410.48 - $421.17</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$356.28 - $555.45</p>
<div class="lb-trans"><p>$356.28 - $555.45</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>1.6M</p>
<div class="lb-trans"><p>1.6M</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>34M</p>
<div class="lb-trans"><p>34M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>68.31%</p>
<div class="lb-trans"><p>68.31%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.63%</p>
<div class="lb-trans"><p>0.63%</p>
</div><p>At the same time, the company's cloud business is booming due to demand for AI products and services. In the recent quarter, the company said Azure and other cloud services revenue jumped 40%, and since Microsoft and peers have been noting the strength of AI demand, it's likely this growth will continue.</p>
<div class="lb-trans"><p>与此同时，由于对 AI 产品和服务的需求，该公司的云业务正在蓬勃发展。在最近一个季度，该公司表示 Azure 和其他云服务的收入增长了 40%，而由于 Microsoft 及其同行一直在强调 AI 需求的强劲，这种增长可能会持续。</p>
</div><p>Right now, Microsoft stock trades at 24x forward earnings estimates, making it the second-cheapest of the Magnificent Seven. At this level, while the Nasdaq buying window remains open, it's a great idea to scoop up shares of this current and future AI winner.</p>
<div class="lb-trans"><p>目前，Microsoft 股票的交易价格为未来收益预期的 24 倍，使其成为七大科技股中第二便宜的。在这个水平上，尽管 纳斯达克买入窗口 仍然开放，购买这只当前和未来的 AI 赢家的股票是个好主意。</p>
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The Great Rotation Created a Rare Buying Window on the Nasdaq. Here Are the 2 Best Artificial Intelligence (AI) Growth Stocks to Buy.

- 人工智能股票在过去三年上涨，推动标准普尔 500 指数上涨 78%。  
- 投资者因多重担忧开始转向药品和日用品等稳健行业。  
- Meta 和 Microsoft 表现出强劲的 AI 需求，二者股票值得投资。

Motley Fool

微软

3 倍做多纳指 ETF - ProShares

纳指 100 ETF - Invesco

2 倍做多 META ETF - GraniteShares

云计算 ETF - GlobalX

纳斯达克 100 平均加权指数 ETF - First Trust

T-Rex 2X Long Microsoft Daily Target ETF

纳斯达克 100 指数 ETF - Invesco

纳斯达克综合指数 ETF - Fidelity

YieldMax MSFT Option Income Strategy ETF

微软每日 2 倍做多 ETF - Direxion

Roundhill META WeeklyPay ETF

2 倍做多 Meta ETF - Direxion

2 倍做多 MSFT ETF - GraniteShares

标普 500 指数

大轮换为纳斯达克创造了一个罕见的买入机会。以下是两个值得购买的最佳人工智能（AI）增长股