<p>這些天，人工智能股票幾乎像熱餅一樣暢銷，我也不怪投資者們。幾乎每家科技公司和科技相關公司都宣佈將人工智能整合到他們的業務流程中，人工智能服務提供商也因此獲得了更多客户。</p>
<p>與此同時，SaaS 公司正在將 GPT 注入他們現有的平台，使他們能夠擴大業務範圍並獲得更多收入。的確，人工智能趨勢正處於全速前進階段，每個人都渴望乘其成功之車達到巔峯。</p>
<p>然而，我們不能僅僅購買每家產品上都貼有 “人工智能” 標籤的公司股票。潮流時起時落，人工智能也不例外，但擁有堅實運營基礎的公司將永遠比讓它們成為焦點的潮流更具生存力。因此，投資者在選擇人工智能股票時必須更加挑剔，即使每個人似乎都在搶購。</p>
<p>因此，今天我將討論三家似乎具備成功要素的公司。為了得出這份名單，我使用以下標準對市場進行了篩選：</p>
<ul>
<li><strong>分析師評級</strong>：至少為 “買入”</li>
<li><strong>分析師覆蓋</strong>：至少有 12 位分析師對該股進行覆蓋</li>
<li><strong>盈利增長</strong>：過去一年盈利增長為正</li>
<li><strong>營收增長</strong>：過去兩年至少為 10%</li>
</ul>
<p>然後，我根據它們最新財年的盈利增長情況選出了前三家，並將從第一名開始介紹它們。以下是結果：</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="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>圖片來源：Sundry Photography / Shutterstock.com</p>
<p><strong>ServiceNow</strong>（紐交所：<strong>NOW</strong>）提供一個 360 度平台，允許企業自動化手動任務，並協助監控、參與和運營。其平台可應用於包括教育、政府、能源、公用事業、金融服務和醫療保健在內的各行業。</p>
<p>為了進一步改進其產品，ServiceNow 客户現在可以通過 Now Assist 訪問生成式人工智能，該公司表示這非常適合 “每個工作流程”。該服務由 <strong>微軟</strong>（納斯達克：<strong>MSFT</strong>）的 Co-Pilot 提供支持，可用於摘要、內容創建、編碼和數據分析等方面。</p>
<p>2023 年，ServiceNow 開始收穫其人工智能投資的成果。收入同比增長 24%，由訂閲業務增長推動。超過 100 萬美元的合同也同比增長 33%，公司年終續約率達到 99%。最後，盈利增長了 427%。</p>
<p>此外，其 2024 年第二季度報告顯示其仍有潛力。ServiceNow 超出了收入和盈利能力的指導預期，這導致其將全年訂閲業務展望從 20.5% 提高到 22% 的高端。首席執行官比爾·麥克德莫特（Bill McDermott）表示：</p>
<p>“我們作為業務轉型的人工智能平台的相關性比以往任何時候都更強，因為首席執行官正在尋找增長、簡化和數字化的新途徑。ServiceNow 打算以 GenAI 為核心重新設計每個工作流程，每家公司，每個行業。”</p>
<p>其人工智能合作伙伴關係和全球擴張努力贏得了華爾街分析師的 “強烈買入” 評級，將其列為未來指數增長的頂級股票之一。</p>
<h2>派拓網絡（PANW）</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="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>圖片來源：Sundry Photography / Shutterstock.com</p>
<p><strong>派拓網絡</strong>（納斯達克：<strong>PANW</strong>）是一家運營技術安全解決方案領導者。該公司已經採用人工智能增強其安全產品，使用其專有的 Precision AI，利用機器學習和深度學習來輔助其網絡安全。</p>
<p>2023 年，派拓網絡的收入同比增長 25%，從 55 億美元增至 69 億美元。此外，該公司將上一年每股 90 美分的虧損轉為每股 1.45 美元的盈利，提高了 261%。</p>
<p>出色的財務表現和專家認可使派拓網絡成為目前最佳的人工智能股票之一。華爾街分析師一致認為 PANW 股票的評級為 “強烈買入”。</p>
<h2>Dayforce（DAY）</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="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>圖片來源：Shutterstock</p>
<p><strong>Dayforce</strong>（紐交所：<strong>DAY</strong>）是一家提供人力資本管理解決方案的軟件公司。這些解決方案包括工資單、人力規劃、福利跟蹤和其他相關業務流程。</p>
<p>該公司的一些軟件產品包括：</p>
<ul>
<li><strong>Powerpay</strong>：加拿大小企業市場的雲端人力資源和工資解決方案。</li>
<li><strong>Dayforce 人力資源</strong>：提供 HR 相關記錄的內部存儲庫。</li>
<li><strong>Dayforce 勞動力管理</strong>：通過配置系統以符合複雜的就業和工作時間規則和政策來幫助組織勞動力。</li>
<li><strong>Dayforce 錢包</strong>：一種數字支付解決方案，使員工可以立即訪問其淨收入。</li>
</ul>
<p>值得一提的是，Dayforce 最近推出了 Dayforce Co-Pilot，這是一個面向人力資源的人工智能套件。其功能可分為三個方面：回答和總結（問答、摘要）、創建和完善（生成工作描述、績效評估和知識庫文章）以及自動化和提示（報告生成、自動排班、分析和工資單）。</p>
<p>2023 年，Dayforce 每股盈利為 35 美分，同比增長 173%。收入也同比增長 21.5%，達到 15 億美元，而重複性收入增長了 36.3%。</p>
<p>公司的 2024 年指引反映了這一改善。預計收入將在 17.3 億美元左右，同比增長 15%。因此，DAY 股票獲得了來自 16 位分析師的一致 “強烈買入” 評級。</p>
<p><em>在發佈日期，Rick Orford 持有 NOW 的多頭頭寸。本文中表達的觀點屬於作者本人，受 InvestorPlace.com 發佈指南的約束。</em></p>
<p><em>在發佈日期，負責編輯在本文提及的證券中沒有任何持倉（直接或間接）</em></p>
<p>Rick Orford 是《華爾街日報》暢銷書作者、投資者、意見領袖和導師。他的作品曾出現在權威出版物中，包括《早安美國》、《華盛頓郵報》、雅虎財經、MSN、商業內幕、NBC、福克斯、CBS 和 ABC 新聞。</p>
<p>人工智能、科技</p>

現在服務

派拓網絡

納斯達克網絡安全 ETF - First Trust

<p>人工智能股票趨勢蓬勃發展，許多公司正在將人工智能整合到其業務流程中。投資者在選擇人工智能股票時需要謹慎。三家顯示潛力的股票是 ServiceNow、派拓網絡和 Dayforce。這些公司經歷了顯著的營收和盈利增長，並獲得了華爾街分析師的積極評價</p>

<p>These days, AI stocks are <em>almost</em> selling like pancakes, and I can’t blame investors. With almost every tech and tech-adjacent company announcing artificial intelligence integration into their business processes, AI service providers are getting more clients.</p>
<div class="lb-trans"><p>這些天，人工智能股票幾乎像熱餅一樣暢銷，我也不怪投資者們。幾乎每家科技公司和科技相關公司都宣佈將人工智能整合到他們的業務流程中，人工智能服務提供商也因此獲得了更多客户。</p>
</div><p>At the same time, SaaS companies are injecting GPT into their existing platforms, allowing them to expand their offerings and rake in more revenue. Indeed, the AI trend is at full throttle, and everyone is eager to ride it to the top.</p>
<div class="lb-trans"><p>與此同時，SaaS 公司正在將 GPT 注入他們現有的平台，使他們能夠擴大業務範圍並獲得更多收入。的確，人工智能趨勢正處於全速前進階段，每個人都渴望乘其成功之車達到巔峯。</p>
</div><p>However, we can’t just buy every company with an “artificial intelligence” stamp on its products. Trends live and die all the time — and AI is no exception — but companies with solid operational foundations will always outlive the trend that got them in the spotlight. Therefore, investors must be more picky when choosing AI stocks, even if everyone seems to be buying them hand over fist.</p>
<div class="lb-trans"><p>然而，我們不能僅僅購買每家產品上都貼有 “人工智能” 標籤的公司股票。潮流時起時落，人工智能也不例外，但擁有堅實運營基礎的公司將永遠比讓它們成為焦點的潮流更具生存力。因此，投資者在選擇人工智能股票時必須更加挑剔，即使每個人似乎都在搶購。</p>
</div><p>So, today, I’ll discuss three stocks that seem to have what it takes to succeed. To get this list, I screened the market using the following criteria:</p>
<ul>
<li><strong>Analyst ratings</strong>: Minimum of “buy.”</li>
<li><strong>Analyst coverage</strong>: Minimum of 12 analysts covering the stock.</li>
<li><strong>Earnings growth</strong>: Positive growth in the last year.</li>
<li><strong>Revenue growth</strong>: At least 10% in the last two years.</li>
</ul>
<div class="lb-trans"><p>因此，今天我將討論三家似乎具備成功要素的公司。為了得出這份名單，我使用以下標準對市場進行了篩選：</p>
<ul>
<li><strong>分析師評級</strong>：至少為 “買入”</li>
<li><strong>分析師覆蓋</strong>：至少有 12 位分析師對該股進行覆蓋</li>
<li><strong>盈利增長</strong>：過去一年盈利增長為正</li>
<li><strong>營收增長</strong>：過去兩年至少為 10%</li>
</ul>
</div><p>Then, I took the top three based on the earnings growth in their latest fiscal year and will present them starting from number one. Here are the results:</p>
<div class="lb-trans"><p>然後，我根據它們最新財年的盈利增長情況選出了前三家，並將從第一名開始介紹它們。以下是結果：</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>圖片來源：Sundry Photography / Shutterstock.com</p>
</div><p><strong>ServiceNow</strong> (NYSE:<strong>NOW</strong>) offers a 360-degree platform that allows businesses to automate manual tasks and assist in monitoring, engagement and operations. Its platform can be used in various industries, including education, government, energy, utilities, financial services and healthcare.</p>
<div class="lb-trans"><p><strong>ServiceNow</strong>（紐交所：<strong>NOW</strong>）提供一個 360 度平台，允許企業自動化手動任務，並協助監控、參與和運營。其平台可應用於包括教育、政府、能源、公用事業、金融服務和醫療保健在內的各行業。</p>
</div><p>To further improve its offering, ServiceNow clients now have access to generative AI through Now Assist, which it says is a good fit for “every workflow.” The service is powered by <strong>Microsoft’s</strong> (NASDAQ:<strong>MSFT</strong>) Co-Pilot and can be used for summarization, content creation, coding and data analytics, among other things.</p>
<div class="lb-trans"><p>為了進一步改進其產品，ServiceNow 客户現在可以通過 Now Assist 訪問生成式人工智能，該公司表示這非常適合 “每個工作流程”。該服務由 <strong>微軟</strong>（納斯達克：<strong>MSFT</strong>）的 Co-Pilot 提供支持，可用於摘要、內容創建、編碼和數據分析等方面。</p>
</div><p>In 2023, ServiceNow started reaping the benefits of its AI investments. Revenue jumped by 24% year-over-year (YOY), driven by subscription business growth. Contracts exceeding $1 million also increased 33% YOY, while the company ended the year with a 99% renewal rate. Lastly, earnings grew exponentially by 427%.</p>
<div class="lb-trans"><p>2023 年，ServiceNow 開始收穫其人工智能投資的成果。收入同比增長 24%，由訂閲業務增長推動。超過 100 萬美元的合同也同比增長 33%，公司年終續約率達到 99%。最後，盈利增長了 427%。</p>
</div><p>Furthermore, its Q2 2024 report indicates it still has gas in the tank. ServiceNow exceeded revenue and profitability guidance, which led to its increasing full-year subscription outlook from 20.5% to 22% on the high end. CEO Bill McDermott said:</p>
<blockquote>
</blockquote>
<div class="lb-trans"><p>此外，其 2024 年第二季度報告顯示其仍有潛力。ServiceNow 超出了收入和盈利能力的指導預期，這導致其將全年訂閲業務展望從 20.5% 提高到 22% 的高端。首席執行官比爾·麥克德莫特（Bill McDermott）表示：</p>
</div><p>“Our relevance as the AI platform for business transformation remains stronger than ever as CEOs are looking for new vectors of growth, simplification and digitization. ServiceNow intends to reinvent every workflow, in every company, in every industry, with GenAI at the core.”</p>
<div class="lb-trans"><p>“我們作為業務轉型的人工智能平台的相關性比以往任何時候都更強，因為首席執行官正在尋找增長、簡化和數字化的新途徑。ServiceNow 打算以 GenAI 為核心重新設計每個工作流程，每家公司，每個行業。”</p>
</div><p>Its AI partnerships and global expansion efforts have garnered a “strong buy” rating from Wall Street analysts, ranking it as one of the top stocks for exponential growth in the future.</p>
<div class="lb-trans"><p>其人工智能合作伙伴關係和全球擴張努力贏得了華爾街分析師的 “強烈買入” 評級，將其列為未來指數增長的頂級股票之一。</p>
</div><h2>Palo Alto Networks (PANW)</h2>
<div class="lb-trans"><h2>派拓網絡（PANW）</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>圖片來源：Sundry Photography / Shutterstock.com</p>
</div><p><strong>Palo Alto Networks</strong>(NASDAQ:<strong>PANW</strong>) is an operational technology security solutions leader. The company has embraced AI to enhance its security products, using its proprietary Precision AI, which uses machine learning and deep learning to assist its cybersecurity.</p>
<div class="lb-trans"><p><strong>派拓網絡</strong>（納斯達克：<strong>PANW</strong>）是一家運營技術安全解決方案領導者。該公司已經採用人工智能增強其安全產品，使用其專有的 Precision AI，利用機器學習和深度學習來輔助其網絡安全。</p>
</div><p>In 2023, Palo Alto Networks’ revenue increased 25% YOY, rising from $5.5 billion to $6.9 billion. Additionally, the company turned the previous year’s loss of 90 cents per share into a profit of $1.45, a 261% improvement.</p>
<div class="lb-trans"><p>2023 年，派拓網絡的收入同比增長 25%，從 55 億美元增至 69 億美元。此外，該公司將上一年每股 90 美分的虧損轉為每股 1.45 美元的盈利，提高了 261%。</p>
</div><p>The excellent financial performance and expert approval make Palo Alto Networks one of the best AI stocks to consider now. Wall Street analysts agree that the consensus rating for PANW stock is a “strong buy.”</p>
<div class="lb-trans"><p>出色的財務表現和專家認可使派拓網絡成為目前最佳的人工智能股票之一。華爾街分析師一致認為 PANW 股票的評級為 “強烈買入”。</p>
</div><h2>Dayforce (DAY)</h2>
<div class="lb-trans"><h2>Dayforce（DAY）</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</p>
<div class="lb-trans"><p>圖片來源：Shutterstock</p>
</div><p><strong>Dayforce</strong> (NYSE:<strong>DAY</strong>) is a software company offering solutions for human capital management needs. These needs include payroll, workforce planning, benefits tracking and other related business processes.</p>
<div class="lb-trans"><p><strong>Dayforce</strong>（紐交所：<strong>DAY</strong>）是一家提供人力資本管理解決方案的軟件公司。這些解決方案包括工資單、人力規劃、福利跟蹤和其他相關業務流程。</p>
</div><p>Some of the company’s software offerings include:</p>
<ul>
<li><strong>Powerpay</strong>: A cloud HR and payroll solution for the Canadian small business market.</li>
<li><strong>Dayforce Human Resources</strong>: Provides an internal repository of HR-related records.</li>
<li><strong>Dayforce Workforce Management</strong>: Helps organize workforces by configuring the system to meet complex employment and working time rules and policies.</li>
<li><strong>Dayforce Wallet</strong>: A digital payment solution that gives employees instant access to their net earnings.</li>
</ul>
<div class="lb-trans"><p>該公司的一些軟件產品包括：</p>
<ul>
<li><strong>Powerpay</strong>：加拿大小企業市場的雲端人力資源和工資解決方案。</li>
<li><strong>Dayforce 人力資源</strong>：提供 HR 相關記錄的內部存儲庫。</li>
<li><strong>Dayforce 勞動力管理</strong>：通過配置系統以符合複雜的就業和工作時間規則和政策來幫助組織勞動力。</li>
<li><strong>Dayforce 錢包</strong>：一種數字支付解決方案，使員工可以立即訪問其淨收入。</li>
</ul>
</div><p>More notably, Dayforce recently launched Dayforce Co-Pilot, an AI-powered suite for human resources. Its functionality can be divided into three aspects: Answer and Summarize (Q&amp;As, summaries), Create and Refine (generating job descriptions, performance reviews and knowledge base articles) and Automate and Nudge (report generation, automated scheduling, analytics and payroll).</p>
<div class="lb-trans"><p>值得一提的是，Dayforce 最近推出了 Dayforce Co-Pilot，這是一個面向人力資源的人工智能套件。其功能可分為三個方面：回答和總結（問答、摘要）、創建和完善（生成工作描述、績效評估和知識庫文章）以及自動化和提示（報告生成、自動排班、分析和工資單）。</p>
</div><p>In 2023, Dayforce reported a profit of 35 cents per share, a 173% YOY improvement. Revenue is also up 21.5% YOY to $1.5 billion, with recurring revenue growing by 36.3%.</p>
<div class="lb-trans"><p>2023 年，Dayforce 每股盈利為 35 美分，同比增長 173%。收入也同比增長 21.5%，達到 15 億美元，而重複性收入增長了 36.3%。</p>
</div><p>The company’s 2024 guidance reflects this improvement. Revenue is expected to end somewhere around $1.73 billion — a 15% YOY increase. As a result, it’s no surprise that DAY stock has a consensus “strong buy” rating from 16 analysts.</p>
<div class="lb-trans"><p>公司的 2024 年指引反映了這一改善。預計收入將在 17.3 億美元左右，同比增長 15%。因此，DAY 股票獲得了來自 16 位分析師的一致 “強烈買入” 評級。</p>
</div><p><em>On the date of publication, Rick Orford held a long position in NOW. 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><em>在發佈日期，Rick Orford 持有 NOW 的多頭頭寸。本文中表達的觀點屬於作者本人，受 InvestorPlace.com 發佈指南的約束。</em></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，負責編輯在本文提及的證券中沒有任何持倉（直接或間接）</em></p>
</div><p>Rick Orford is a Wall Street Journal best-selling author, investor, influencer, and mentor. His work has appeared in the most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News.</p>
<div class="lb-trans"><p>Rick Orford 是《華爾街日報》暢銷書作者、投資者、意見領袖和導師。他的作品曾出現在權威出版物中，包括《早安美國》、《華盛頓郵報》、雅虎財經、MSN、商業內幕、NBC、福克斯、CBS 和 ABC 新聞。</p>
</div><p>Artificial Intelligence, Technology</p>
<div class="lb-trans"><p>人工智能、科技</p>
</div>

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