<p>股市開始呈現擴散趨勢，一些低科技價值股的崛起幫助推動 <strong>標普 500 指數</strong> 超過以增長和科技為主的 <strong>納斯達克 100 指數</strong>。毫無疑問，從大型科技股向市場中其他熱度較低的部分，包括中小市值股的偉大輪換可能為七巨頭和同樣炙手可熱的半導體公司帶來持續的喘息。</p>
<p>至於雲計算股票，我看到有充足的反彈空間，特別是對於處於 52 周低點（或在某些情況下是多年低點）的股票。隨着頂尖雲創新者利用人工智能（AI），也許那些不太受重視的雲計算落後者會從今年下半年市場的擴大中受益。</p>
<p>以下是三隻被低估的雲股，隨着我們進入第三季度，它們看起來太便宜了。</p>
<h2>Snowflake（SNOW）</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</p>
<p>數據倉庫公司 <strong>Snowflake</strong>（納斯達克：<strong>SNOW</strong>）的股價接近 136 美元左右的多年低點。隨着最近有關影響一些 Snowflake 客户的數據泄露的更多細節浮出水面，SNOW 股遭受了極大壓力。</p>
<p>值得注意的是，Snowflake 的客户 <strong>AT&amp;T</strong>（紐約證券交易所：<strong>T</strong>）捲入了歷史性的數據泄露事件。值得注意的是，泄露並非由於 Snowflake 平台的問題，而是由於 “暴露的憑證” 問題。無論如何，這種情況對於 Snowflake 來説都不是好事，因為該公司正試圖扭轉局面。</p>
<p>鑑於泄露的嚴重性，許多投資者可能傾向於削減在一個似乎無法保持任何收益的名字中的損失。</p>
<p>無論是大規模數據泄露，今年早些時候進行的 CEO 更換，還是較軟的前瞻性指引，你都可以找到賣出這隻雲數據股票的理由，因為它目前是一把下跌的刀。</p>
<p>對於尋找便宜股票的投資者來説，這隻股票已經被賣超。Snowflake 是一個雲 AI 投資，可能會讓投資者感到驚喜。</p>
<h2><strong>Zscaler（ZS）</strong></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>Zscaler</strong>（納斯達克：<strong>ZS</strong>）是一家安全公司，已經開始復甦大約一年半。儘管在今年春季出現下跌，ZS 股票在過去一年中仍上漲了超過 33%。對於習慣於 Beton 的投資者來説，這次回調似乎是一個不錯的買點，Beton 是一家市值接近 300 億美元的相對較小的大型公司。</p>
<p>儘管是一家較小的網絡安全公司，Zscaler 擁有獨特的增長動力，這有助於它增強實力。除了來自每次公開泄露的網絡安全需求上升之外，Zscaler 還將受益於與 <strong>Nvidia</strong>（納斯達克：<strong>NVDA</strong>）等公司的智能合作以及更專注的市場推廣策略。</p>
<p>即使 IT 雲預算保持較低水平更長時間，Zscaler 的安全解決方案在網絡安全焦慮無處不在的時代仍然脱穎而出。以 60.9 倍的前瞻性市盈率（P/E）來看，ZS 看起來相當高。如果公司能夠正確使用人工智能，這個名字可能值得溢價。</p>
<h2><strong>阿里巴巴（BABA）</strong></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：Kevin Chen Photography / Shutterstock.com</p>
<p>中國科技巨頭 <strong>阿里巴巴</strong>（納斯達克：<strong>BABA</strong>）目前是全球市場上最便宜的雲計算和人工智能股票之一。隨着 BABA 股票仍比 2020 年創下的歷史高點下跌約 74%，即使考慮到相關的地緣政治風險，該公司仍然是一個深度價值投資。</p>
<p>在撰寫本文時，BABA 股票的市盈率為 18.19 倍。這樣低迷的倍數似乎低估了阿里巴巴的人工智能潛力。隨着新的生成式人工智能翻譯工具最近推出到國際商家，現在是時候我們將這家公司視為與總部設在美國的科技競爭對手一樣精通人工智能了。</p>
<p>憑藉阿里巴巴雲計算人工智能和在中國市場的不可阻擋存在，也許現在是時候撿漏 BABA 股票了，即使這意味着在未來一兩年裏經歷波濤洶湧。</p>
<p><em>在發佈日期，Joey Frenette 持有伯克希爾哈撒韋（B 類）和 Snowflake 的股票。本文中表達的觀點屬於作者個人，受到 InvestorPlace.com</em> <em>發佈指南</em> _的約束。</p>
<p><em>在發佈日期，負責編輯在本文提到的證券中沒有（直接或間接）任何持倉。</em></p>
<p>Joey Frenette 是一位經驗豐富的投資作家，專門研究技術和消費類股票。Joey 為 Motley Fool Canada、TipRanks 和 Barchart 做出貢獻，擅長髮現在快節奏市場中具有長期增長潛力的被錯定定價的股票。</p>
<p>雲計算、科技</p>

阿里巴巴

阿里巴巴-W

阿里巴巴-WR

SNOW

<p>儘管近期面臨挑戰，包括 Snowflake（SNOW）、Zscaler（ZS）和阿里巴巴（BABA）在雲計算股票中仍然呈現投資機會。Snowflake 的股價受到數據泄露的影響，但其在雲人工智能市場的潛力仍然存在。作為一家網絡安全公司，Zscaler 具有增長催化劑和合作夥伴關係，這可能推動其成功。被認為被低估的阿里巴巴在雲計算和人工智能領域具有潛力。對於尋找便宜股票和長期收益的投資者來説，這些股票可能值得考慮</p>

<p>The stock market is starting to broaden, with some low-tech value plays helping propel the <strong>S&amp;P 500</strong> ahead of the growth- and tech-heavy <strong>Nasdaq 100</strong> for a change. Undoubtedly, the great rotation from mega-cap tech to other less-heated parts of the market, including the small- and mid-caps, may begin a prolonged breather for the Magnificent Seven and equally hot semiconductor firms.</p>
<div class="lb-trans"><p>股市開始呈現擴散趨勢，一些低科技價值股的崛起幫助推動 <strong>標普 500 指數</strong> 超過以增長和科技為主的 <strong>納斯達克 100 指數</strong>。毫無疑問，從大型科技股向市場中其他熱度較低的部分，包括中小市值股的偉大輪換可能為七巨頭和同樣炙手可熱的半導體公司帶來持續的喘息。</p>
</div><p>As for the cloud computing stocks, I see ample room for a rebound runway, especially regarding the names at or around 52-week lows (or, in some cases, multi-year lows). As the top cloud innovators tap into artificial intelligence (AI), perhaps the less-appreciated cloud laggards benefit from the market’s broadening out in the year’s second half.</p>
<div class="lb-trans"><p>至於雲計算股票，我看到有充足的反彈空間，特別是對於處於 52 周低點（或在某些情況下是多年低點）的股票。隨着頂尖雲創新者利用人工智能（AI），也許那些不太受重視的雲計算落後者會從今年下半年市場的擴大中受益。</p>
</div><p>Here is a trio of undervalued cloud stocks that look too cheap as we progress through the third quarter.</p>
<div class="lb-trans"><p>以下是三隻被低估的雲股，隨着我們進入第三季度，它們看起來太便宜了。</p>
</div><h2>Snowflake (SNOW)</h2>
<div class="lb-trans"><h2>Snowflake（SNOW）</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</p>
<div class="lb-trans"><p>來源：Sundry Photography / Shutterstock</p>
</div><p>Data warehousing firm <strong>Snowflake</strong> (NASDAQ: <strong>SNOW</strong>) is close to multi-year depths at $136 and change per share. SNOW stock has been under extreme pressure as more details arose from recent data breaches affecting some Snowflake customers.</p>
<div class="lb-trans"><p>數據倉庫公司 <strong>Snowflake</strong>（納斯達克：<strong>SNOW</strong>）的股價接近 136 美元左右的多年低點。隨着最近有關影響一些 Snowflake 客户的數據泄露的更多細節浮出水面，SNOW 股遭受了極大壓力。</p>
</div><p>Most notably, Snowflake client <strong>AT&amp;T</strong>(NYSE: <strong>T</strong>) got caught up in the historic data breach. Notably, the breach wasn’t due to an issue with the Snowflake platform but rather an issue with “exposed credentials.” Either way, the situation isn’t good for Snowflake as the firm looks to turn the tide.</p>
<div class="lb-trans"><p>值得注意的是，Snowflake 的客户 <strong>AT&amp;T</strong>（紐約證券交易所：<strong>T</strong>）捲入了歷史性的數據泄露事件。值得注意的是，泄露並非由於 Snowflake 平台的問題，而是由於 “暴露的憑證” 問題。無論如何，這種情況對於 Snowflake 來説都不是好事，因為該公司正試圖扭轉局面。</p>
</div><p>Given the magnitude of the breaches, many investors may be inclined to cut their losses in a name that can’t seem to hang onto any gains.</p>
<div class="lb-trans"><p>鑑於泄露的嚴重性，許多投資者可能傾向於削減在一個似乎無法保持任何收益的名字中的損失。</p>
</div><p>Whether talking about the big data breach, the CEO change made earlier this year, or the softer, forward-looking guide, you don’t need to look far for reasons to sell the cloud data stock right here while it’s a falling knife.</p>
<div class="lb-trans"><p>無論是大規模數據泄露，今年早些時候進行的 CEO 更換，還是較軟的前瞻性指引，你都可以找到賣出這隻雲數據股票的理由，因為它目前是一把下跌的刀。</p>
</div><p>The stock is oversold for investors looking to snag a bargain in a name that is still a (small) part of the <strong>Berkshire Hathaway</strong> (NYSE:<strong>BRK-B</strong>, <strong>BRK-A</strong>) portfolio. Snowflake is a cloud AI play that could surprise investors.</p>
<div class="lb-trans"><p>對於尋找便宜股票的投資者來説，這隻股票已經被賣超。Snowflake 是一個雲 AI 投資，可能會讓投資者感到驚喜。</p>
</div><h2><strong>Zscaler (ZS)</strong></h2>
<div class="lb-trans"><h2><strong>Zscaler（ZS）</strong></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>Zscaler</strong> (NASDAQ: <strong>ZS</strong>) is a security firm that has been on the mend for around a year and a half. Despite rolling over this Spring, ZS stock is still up more than 33% over the past year. The dip seems more than buyable for investors comfortable with Beton, a relatively small large-cap with a market cap close to $30 billion.</p>
<div class="lb-trans"><p><strong>Zscaler</strong>（納斯達克：<strong>ZS</strong>）是一家安全公司，已經開始復甦大約一年半。儘管在今年春季出現下跌，ZS 股票在過去一年中仍上漲了超過 33%。對於習慣於 Beton 的投資者來説，這次回調似乎是一個不錯的買點，Beton 是一家市值接近 300 億美元的相對較小的大型公司。</p>
</div><p>Though a smaller cybersecurity player, Zscaler has unique growth catalysts that could help it gain power. Apart from rising cybersecurity demand from every publicized breach, Zscaler also stands to gain from smart collaborations with firms like <strong>Nvidia</strong> (NASDAQ: <strong>NVDA</strong>) and a more focused go-to-market strategy.</p>
<div class="lb-trans"><p>儘管是一家較小的網絡安全公司，Zscaler 擁有獨特的增長動力，這有助於它增強實力。除了來自每次公開泄露的網絡安全需求上升之外，Zscaler 還將受益於與 <strong>Nvidia</strong>（納斯達克：<strong>NVDA</strong>）等公司的智能合作以及更專注的市場推廣策略。</p>
</div><p>Even if IT cloud budgets stay softer for longer, Zscaler’s security solution stands out as a relatively easy sell in a time when cybersecurity angst is everywhere. At 60.9 times forward price-to-earnings (P/E), ZS looks quite lofty. If the company can get AI right, the name may be worth the premium.</p>
<div class="lb-trans"><p>即使 IT 雲預算保持較低水平更長時間，Zscaler 的安全解決方案在網絡安全焦慮無處不在的時代仍然脱穎而出。以 60.9 倍的前瞻性市盈率（P/E）來看，ZS 看起來相當高。如果公司能夠正確使用人工智能，這個名字可能值得溢價。</p>
</div><h2><strong>Alibaba (BABA)</strong></h2>
<div class="lb-trans"><h2><strong>阿里巴巴（BABA）</strong></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: Kevin Chen Photography / Shutterstock.com</p>
<div class="lb-trans"><p>來源：Kevin Chen Photography / Shutterstock.com</p>
</div><p>Chinese tech giant <strong>Alibaba</strong> (NASDAQ: <strong>BABA</strong>) stands out as one of the cheapest cloud and AI stocks in the global market right now. With BABA stock still down around 74% from its 2020 all-time high, the name stands out as a deep-value play, even given the geopolitical risks associated.</p>
<div class="lb-trans"><p>中國科技巨頭 <strong>阿里巴巴</strong>（納斯達克：<strong>BABA</strong>）目前是全球市場上最便宜的雲計算和人工智能股票之一。隨着 BABA 股票仍比 2020 年創下的歷史高點下跌約 74%，即使考慮到相關的地緣政治風險，該公司仍然是一個深度價值投資。</p>
</div><p>At the time of writing, BABA stock is trading for 18.19 times trailing P/E. Such a depressed multiple seems to discount Alibaba’s potential AI prowess. With new generative AI translation tools recently rolled out to international merchants, it’s about time we view the firm as every bit as AI-savvy as its U.S.-based tech rivals.</p>
<div class="lb-trans"><p>在撰寫本文時，BABA 股票的市盈率為 18.19 倍。這樣低迷的倍數似乎低估了阿里巴巴的人工智能潛力。隨着新的生成式人工智能翻譯工具最近推出到國際商家，現在是時候我們將這家公司視為與總部設在美國的科技競爭對手一樣精通人工智能了。</p>
</div><p>With Alibaba Cloud AI and an unstoppable presence in the Chinese market, perhaps it’s time to bottom-fish for BABA stock, even if it means riding the rough tides out for another year or two.</p>
<div class="lb-trans"><p>憑藉阿里巴巴雲計算人工智能和在中國市場的不可阻擋存在，也許現在是時候撿漏 BABA 股票了，即使這意味着在未來一兩年裏經歷波濤洶湧。</p>
</div><p><em>On the date of publication, Joey Frenette held shares of Berkshire Hathaway (Class B) and Snowflake. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com</em> <em>Publishing Guidelines</em> <em>.</em></p>
<div class="lb-trans"><p><em>在發佈日期，Joey Frenette 持有伯克希爾哈撒韋（B 類）和 Snowflake 的股票。本文中表達的觀點屬於作者個人，受到 InvestorPlace.com</em> <em>發佈指南</em> _的約束。</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><em>在發佈日期，負責編輯在本文提到的證券中沒有（直接或間接）任何持倉。</em></p>
</div><p>Joey Frenette is a seasoned investment writer specializing in technology and consumer stocks. Contributing to the Motley Fool Canada, TipRanks, and Barchart, Joey excels in spotting mispriced stocks with long-term growth potential in a fast-paced market.</p>
<div class="lb-trans"><p>Joey Frenette 是一位經驗豐富的投資作家，專門研究技術和消費類股票。Joey 為 Motley Fool Canada、TipRanks 和 Barchart 做出貢獻，擅長髮現在快節奏市場中具有長期增長潛力的被錯定定價的股票。</p>
</div><p>Cloud, Technology</p>
<div class="lb-trans"><p>雲計算、科技</p>
</div>

3 Cloud Computing Stocks to Buy Now: Q3 Edition

- 雲計算股票開始走寬，一些低科技價值股幫助推動標普 500 指數超過成長和科技為主的納斯達克 100 指數。這種從大型科技股到市場其他不那麼炙手可熱部分的大輪換，可能會讓七巨頭和同樣炙手可熱的半導體公司休整一段時間。  
- 雲計算股票中，我看到有充分的反彈空間，特別是對於接近或處於 52 周低點（或在某些情況下是多年低點）的股票。隨着頂尖雲創新者利用人工智能（AI），也許市場在今年下半年的廣泛擴展中，不太受人重視的雲計算落後者會受益。  
- 這是三隻被低估的雲股，隨着我們進入第三季度，它們看起來太便宜了。Snowflake (SNOW)、Zscaler (ZS)、Alibaba (BABA)。

第三季度推薦購買的三隻雲計算股票