<p>雲計算使公司和消費者更容易存儲數據並提高效率。此外，使用雲服務提供商比投資需要管理的硬件更經濟實惠。這些優勢導致了一個持續多年的繁榮，且沒有放緩的跡象。</p>
<p>到 2031 年，雲計算行業的複合年增長率（CAGR）為 16.8%。人工智能（AI）應該保持增長率較高，因為 AI 工具依賴雲平台處理大量數據。</p>
<p>許多科技巨頭已經定位自己從蓬勃發展的雲計算行業中受益。此外，這些同一公司在過去五年中擊敗了標普 500 指數，並且看起來準備延續他們的漲勢。高收入和淨利潤增長是這些雲股的關鍵組成部分。</p>
<p>想知道哪些高飛的雲股票可以讓您的投資組合更上一層樓？以下是一些可以長期回報耐心投資者的首選。</p>
<h2>ServiceNow（NOW）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?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://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>來源：Sundry Photography / Shutterstock.com</p>
<p><strong>ServiceNow</strong>（紐約證券交易所：NOW）年初至今上漲了 8%，過去五年交出了 146% 的漲幅。該雲平台的收入和淨利潤率不斷上升。對於長期投資者來説，它也受到了一位看跌分析師的壓力。</p>
<p>一位 Guggenheim 分析師警告説，生成式人工智能收入可能不會像預期的那樣快速增長。根據看跌呼籲，這個催化劑可能要等到 2025 年才會實現。ServiceNow 仍然被評為強熱門股，預計上漲 15%，因此大多數分析師仍然看漲。</p>
<p>看跌呼籲導致了急劇下跌，提供了一個買入機會。最近的收益情況突顯了長期潛力。ServiceNow 報告了第一季度 24% 的年同比收入增長，並提高了全年指導。淨利潤同比增長超過一倍，達到 3.47 億美元。NOW 在 8100 名客户中有 98% 的續約率。其中一些客户每年支付超過 100 萬美元來使用該公司的雲平台。因此，ServiceNow 看起來準備為耐心投資者帶來長期收益。</p>
<h2>亞馬遜（AMZN）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?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://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>來源：Tada Images / Shutterstock.com</p>
<p><strong>亞馬遜</strong>（納斯達克證券交易所：AMZN）在雲計算行業擁有最大的市場份額。該公司的亞馬遜網絡服務（AWS）佔據了大約三分之一的市場份額，增長勢頭正在加速。這家科技巨頭報告稱，其業務的淨銷售同比增長 13%。AWS 以 17% 的年同比增長脱穎而出，帶來了 250 億美元的收入。</p>
<p>此外，亞馬遜不僅在雲計算行業取得勝利。它還在電子商務、廣告、雜貨、流媒體和其他垂直領域處於領先地位。每個領域都讓亞馬遜能夠接觸更多消費者。對於投資者來説，它確實一直在表現出色。</p>
<p>目前，亞馬遜股票年初至今上漲 33%，在過去五年內大致翻了一番。華爾街分析師認為該股還有上漲空間。平均目標價表明共識強烈買入股票有 11% 的上漲空間。最高目標價 246 美元每股表明該股從當前水平可以上漲 23%。</p>
<h2>微軟（MSFT）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?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://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>來源：shutterstock.com/tomeqs</p>
<p>第二大雲服務提供商，<strong>微軟</strong>（納斯達克證券交易所：MSFT）的雲服務增長速度比亞馬遜更快。微軟雲在 2024 財年第三季度創造了 351 億美元的收入，比去年同期增長了 23%。人工智能正在推動對該公司雲平台的更多需求。</p>
<p>整個科技集團報告顯示，收入同比增長 17%，淨利潤同比增長 20%。此外，微軟向股東回報了一部分利潤。該公司在該季度投入 84 億美元用於股票回購和股息。</p>
<p>微軟目前的市盈率為 40，股息率為 0.65%。股價年初至今上漲 24%，在過去五年中上漲了 232%。它是標普 500 指數和大多數基金的核心組成部分。華爾街分析師認為該股還有上漲空間，並將其評為強烈買入。平均目標價表明該股有 9% 的漲幅空間。</p>
<p>_在本文發佈之日，Marc Guberti 持有 NOW、AMZN 和 MSFT 的多頭頭寸。本文中表達的觀點屬於作者個人觀點，遵守 InvestorPlace.com 的發佈準則。</p>
<p>_在本文發佈之日，負責編輯在本文提及的證券中沒有（直接或間接）任何頭寸。</p>
<p>Marc Guberti 是 InvestorPlace.com 的財務自由撰稿人，主持 Breakthrough Success Podcast。他為多家出版物做出了貢獻，包括美國新聞與世界報道、財經新聞網和 Joy Wallet。</p>
<p>雲計算、科技</p>

GX中國雲算

現在服務

雲計算股指數 ETF - First Trust

雲計算

亞馬遜

<p>雲計算正在推動科技行業的增長，特別是對於像現在服務、亞馬遜和微軟這樣的公司。這些公司擁有強勁的營收和淨利潤增長，使它們成為長期投資者的首選。儘管有空頭分析師的警告，現在服務仍然是一個強勁的買入選擇。亞馬遜在雲計算行業擁有最大的市場份額，並且在其他領域也處於領先地位。微軟的雲服務增長速度超過亞馬遜，受到對其人工智能能力需求的推動。這些股票有進一步上漲的潛力</p>

<p>Cloud computing makes it easier for companies and consumers to store data and become more efficient. Also, it more affordable to use cloud providers than it is to invest in the hardware which needs management. These benefits have resulted in a multi-year boom that isn’t slowing down.</p>
<div class="lb-trans"><p>雲計算使公司和消費者更容易存儲數據並提高效率。此外，使用雲服務提供商比投資需要管理的硬件更經濟實惠。這些優勢導致了一個持續多年的繁榮，且沒有放緩的跡象。</p>
</div><p>The cloud computing industry has a compounded annual growth rate ( <strong>CAGR</strong>) of 16.8% through 2031. Artificial intelligence ( <strong>AI</strong>) should keep growth rates elevated since AI tools rely on cloud platforms to process large amounts of data.</p>
<div class="lb-trans"><p>到 2031 年，雲計算行業的複合年增長率（CAGR）為 16.8%。人工智能（AI）應該保持增長率較高，因為 AI 工具依賴雲平台處理大量數據。</p>
</div><p>Many tech giants have positioned themselves to benefit from the booming cloud industry. In addition, these same corporations have trounced the <strong>S&amp;P 500</strong> over the past five years and look ready to extend their rallies. High revenue and net income growth are key components for each of these cloud stocks.</p>
<div class="lb-trans"><p>許多科技巨頭已經定位自己從蓬勃發展的雲計算行業中受益。此外，這些同一公司在過去五年中擊敗了標普 500 指數，並且看起來準備延續他們的漲勢。高收入和淨利潤增長是這些雲股的關鍵組成部分。</p>
</div><p>Wondering which sky-high cloud stocks can take your portfolio higher? These are some of the top picks that can reward patient investors in the long run.</p>
<div class="lb-trans"><p>想知道哪些高飛的雲股票可以讓您的投資組合更上一層樓？以下是一些可以長期回報耐心投資者的首選。</p>
</div><h2>ServiceNow (NOW)</h2>
<div class="lb-trans"><h2>ServiceNow（NOW）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: Sundry Photography / Shutterstock.com</p>
<div class="lb-trans"><p>來源：Sundry Photography / Shutterstock.com</p>
</div><p><strong>ServiceNow</strong> (NYSE:<strong>NOW</strong>) is up by 8% year-to-date ( <strong>YTD</strong>) and has delivered a 146% gain over the past five years. The cloud platform features rising revenue and net profit margins. Luckily for long-term investors, it’s also feeling the heat from a bearish analyst.</p>
<div class="lb-trans"><p><strong>ServiceNow</strong>（紐約證券交易所：NOW）年初至今上漲了 8%，過去五年交出了 146% 的漲幅。該雲平台的收入和淨利潤率不斷上升。對於長期投資者來説，它也受到了一位看跌分析師的壓力。</p>
</div><p>A Guggenheim analyst warned that generative AI revenue may not grow as quickly as anticipated. It’s possible, according to the bearish call, that this catalyst won’t come to fruition until 2025. ServiceNow is still rated as a strong buy with a projected 15% upside, so most analysts are still bullish.</p>
<div class="lb-trans"><p>一位 Guggenheim 分析師警告説，生成式人工智能收入可能不會像預期的那樣快速增長。根據看跌呼籲，這個催化劑可能要等到 2025 年才會實現。ServiceNow 仍然被評為強熱門股，預計上漲 15%，因此大多數分析師仍然看漲。</p>
</div><p>The bearish call has resulted in a sharp drop that presents a buy-the-dip opportunity. A look at recent earnings highlights the long-term potential. ServiceNow reported 24% year-over-year ( <strong>YOY</strong>) revenue growth in the first quarter and raised its full-year guidance. Net income more than doubled YOY to reach $347 million. NOW has a 98% renewal rate among 8,100 customers. And some of them pay more than $1 million per year to use the company’s cloud platform. Therefore, ServiceNow looks ready to deliver long-term gains for patient investors.</p>
<div class="lb-trans"><p>看跌呼籲導致了急劇下跌，提供了一個買入機會。最近的收益情況突顯了長期潛力。ServiceNow 報告了第一季度 24% 的年同比收入增長，並提高了全年指導。淨利潤同比增長超過一倍，達到 3.47 億美元。NOW 在 8100 名客户中有 98% 的續約率。其中一些客户每年支付超過 100 萬美元來使用該公司的雲平台。因此，ServiceNow 看起來準備為耐心投資者帶來長期收益。</p>
</div><h2>Amazon (AMZN)</h2>
<div class="lb-trans"><h2>亞馬遜（AMZN）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: Tada Images / Shutterstock.com</p>
<div class="lb-trans"><p>來源：Tada Images / Shutterstock.com</p>
</div><p><strong>Amazon</strong> (NASDAQ:<strong>AMZN</strong>) has the largest market share in the cloud computing industry. The company’s Amazon Web Services ( <strong>AWS</strong>) makes up roughly one-third of the total market, and it’s growth is accelerating. The tech giant reported 13% YOY net sales growth across its business. AWS stood out with 17% YOY growth, bringing in $25.0 billion in the process.</p>
<div class="lb-trans"><p><strong>亞馬遜</strong>（納斯達克證券交易所：AMZN）在雲計算行業擁有最大的市場份額。該公司的亞馬遜網絡服務（AWS）佔據了大約三分之一的市場份額，增長勢頭正在加速。這家科技巨頭報告稱，其業務的淨銷售同比增長 13%。AWS 以 17% 的年同比增長脱穎而出，帶來了 250 億美元的收入。</p>
</div><p>Furthermore, Amazon isn’t just winning in the cloud computing industry. Also, it is leading the way in e-commerce, advertising, groceries, streaming and other verticals. Each of these segments allows Amazon to show up in front of more consumers. It’s certainly been showing up for investors.</p>
<div class="lb-trans"><p>此外，亞馬遜不僅在雲計算行業取得勝利。它還在電子商務、廣告、雜貨、流媒體和其他垂直領域處於領先地位。每個領域都讓亞馬遜能夠接觸更多消費者。對於投資者來説，它確實一直在表現出色。</p>
</div><p>Currently, Amazon stock is up by 33% YTD and have roughly doubled over the past five years. Wall Street analysts believe that the stock has more room to run. The average price target suggests an 11% upside for the consensus strong buy stock. The highest price target of $246 per share indicates that the stock can gain 23% from current levels.</p>
<div class="lb-trans"><p>目前，亞馬遜股票年初至今上漲 33%，在過去五年內大致翻了一番。華爾街分析師認為該股還有上漲空間。平均目標價表明共識強烈買入股票有 11% 的上漲空間。最高目標價 246 美元每股表明該股從當前水平可以上漲 23%。</p>
</div><h2>Microsoft (MSFT)</h2>
<div class="lb-trans"><h2>微軟（MSFT）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: shutterstock.com/tomeqs</p>
<div class="lb-trans"><p>來源：shutterstock.com/tomeqs</p>
</div><p>The second-largest cloud provider, <strong>Microsoft</strong>‘s(NASDAQ:<strong>MSFT</strong>) cloud services are growing at a faster rate than Amazon’s. Microsoft Cloud generated $35.1 billion in Q3 of fiscal year 2024 which was 23% higher than the same period last year. AI is fueling more demand for the company’s cloud platform.</p>
<div class="lb-trans"><p>第二大雲服務提供商，<strong>微軟</strong>（納斯達克證券交易所：MSFT）的雲服務增長速度比亞馬遜更快。微軟雲在 2024 財年第三季度創造了 351 億美元的收入，比去年同期增長了 23%。人工智能正在推動對該公司雲平台的更多需求。</p>
</div><p>The tech conglomerate as a whole reported 17% YOY revenue growth and 20% YOY net income growth. And, MSFT rewarded shareholders with some of its profits. The company poured $8.4 billion into share repurchases and dividends in the quarter.</p>
<div class="lb-trans"><p>整個科技集團報告顯示，收入同比增長 17%，淨利潤同比增長 20%。此外，微軟向股東回報了一部分利潤。該公司在該季度投入 84 億美元用於股票回購和股息。</p>
</div><p>Microsoft currently trades at a 40 P/E ratio and has a 0.65% yield. Shares are up by 24% YTD and have gained 232% over the past five years. It’s a core component of the S&amp;P 500 and most funds in general. Wall Street analysts believe there’s more upside to the stock and have rated it as a strong buy. The average price target suggests a 9% gain from current levels.</p>
<div class="lb-trans"><p>微軟目前的市盈率為 40，股息率為 0.65%。股價年初至今上漲 24%，在過去五年中上漲了 232%。它是標普 500 指數和大多數基金的核心組成部分。華爾街分析師認為該股還有上漲空間，並將其評為強烈買入。平均目標價表明該股有 9% 的漲幅空間。</p>
</div><p><em>On this date of publication, Marc Guberti held long positions in NOW, AMZN, and MSFT. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.</em></p>
<div class="lb-trans"><p>_在本文發佈之日，Marc Guberti 持有 NOW、AMZN 和 MSFT 的多頭頭寸。本文中表達的觀點屬於作者個人觀點，遵守 InvestorPlace.com 的發佈準則。</p>
</div><p><em>On the date of publication, the responsible editor did not have (either directly or indirectly) any positions in the securities mentioned in this article.</em></p>
<div class="lb-trans"><p>_在本文發佈之日，負責編輯在本文提及的證券中沒有（直接或間接）任何頭寸。</p>
</div><p>Marc Guberti is a finance freelance writer at InvestorPlace.com who hosts the Breakthrough Success Podcast. He has contributed to several publications, including the U.S. News &amp; World Report, Benzinga, and Joy Wallet.</p>
<div class="lb-trans"><p>Marc Guberti 是 InvestorPlace.com 的財務自由撰稿人，主持 Breakthrough Success Podcast。他為多家出版物做出了貢獻，包括美國新聞與世界報道、財經新聞網和 Joy Wallet。</p>
</div><p>Cloud, Technology</p>
<div class="lb-trans"><p>雲計算、科技</p>
</div>

3 只准備騰飛的雲計算股票