<p>人工智能（AI）先鋒 <strong>Nvidia</strong> 將於 5 月 28 日市場收盤後發佈其 2026 財年第一季度財報，分析師和投資者將關注這家芯片巨頭在 AI 領域的核心角色表現如何。</p>
<p>Nvidia 的芯片為全球領先的雲計算公司的 AI 數據中心提供動力。該公司的圖形處理單元（GPU）也受到政府的強烈需求，政府希望加強其 AI 基礎設施。因此，深入分析 Nvidia 的業績和前景將有助於我們理解 AI 市場的發展方向。</p>
<p>然而，還有另一家公司也在快速增長的 AI 採用中受益，並將於 5 月 28 日發佈其 2025 財年第四季度財報—— <strong>C3.ai</strong>(AI 1.51%)。該公司為政府和企業客户提供企業級 AI 解決方案，但到目前為止，2025 財年對它來説是艱難的。</p>
<p>C3.ai 的股票今年下跌了 33%。然而，其即將發佈的季度報告可能會幫助其扭轉局面，使股票飆升。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTg4NjgvcGVyc29uLWhvbGRpbmctc21hcnRwaG9uZS1zbWlsaW5nLmpwZyZ3PTcwMA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTg4NjgvcGVyc29uLWhvbGRpbmctc21hcnRwaG9uZS1zbWlsaW5nLmpwZyZ3PTcwMA"/></p>
<p>圖片來源：Getty Images。</p>
<h2>快速增長的生成式 AI 軟件需求可以幫助 C3.ai 實現穩健的業績</h2>
<p>根據 ABI Research，生成式 AI 軟件市場在 2023 年的估計價值為 100 億美元，但預計到 2030 年將飆升至 1760 億美元。該公司指出，生成式 AI 軟件在企業應用中的整合預計到本十年末將每年產生 4340 億美元的價值。</p>
<p>這並不令人驚訝，因為這項技術正在幫助公司提高生產力並改善運營效率。C3.ai 正在受益於生成式 AI 軟件的日益普及。該公司預計在剛剛結束的財年報告 3.89 億美元的收入，比去年增長 25%。值得注意的是，C3.ai 的年度營收增長預計在最新財年加速 9 個百分點。</p>
<p>這可以歸因於 C3.ai 的 AI 軟件解決方案需求的改善。該公司提供超過 130 個可在廣泛行業中部署的即用型應用程序，同時還為客户提供 AI 開發平台，客户可以利用該平台構建和部署 AI 代理和應用程序。</p>
<p>重要的是，客户對 C3.ai 的 AI 軟件產品的興趣正在上升，這解釋了其在最近財年的增長率改善。例如，C3.ai 在 2025 財年第三季度（截至 1 月 31 日）簽署了 66 項協議，比去年同期增長了 72%。其中包括 50 個試點項目。如果 C3.ai 能夠將其中相當一部分試點項目轉化為實際合同，那麼在本月晚些時候發佈業績時，它可能會實現超出預期的增長。</p>
<p>值得注意的是，C3.ai 在過去四個季度中每個季度都大幅超出華爾街的盈利預期。該公司尚未盈利，但其損失遠低於分析師最近的預期。預計 C3.ai 在 2025 財年將以每股 0.44 美元的估計損失結束。好的一點是，預計其損失在未來將縮小。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/7789ebad8174901ce8d85d16baadb52b.png?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://media.ycharts.com/charts/7789ebad8174901ce8d85d16baadb52b.png"/></p>
<p>當前財年的 AI 每股收益估計數據來自 YCharts</p>
<p>C3.ai 客户基礎的潛在增長，以及公司現有客户支出的增加，可能使其能夠以更快的速度減少損失。所有這些都表明，C3.ai 在本月晚些時候發佈季度業績時可能能夠超出預期。此外，生成式 AI 軟件需求的快速增長以及其在上一個報告季度簽署的協議數量的大幅增加，可能足以使其提供強於預期的指引。</p>
<h2>估值使得該股票現在成為一個穩健的買入</h2>
<p>值得注意的是，C3.ai 在過去一個月中已經上漲了 19%，並且由於強勁的業績與令人印象深刻的指引的結合，進一步上漲的可能性不能排除。此外，分析師已提高了對當前和下一個財年的預期，表明他們預計其勢頭將持續。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/e47eaf306e85b13e2d2687358466f268.png?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://media.ycharts.com/charts/e47eaf306e85b13e2d2687358466f268.png"/></p>
<p>當前財年的 AI 收入估計數據來自 YCharts</p>
<p>所有這些使得 C3.ai 在其季度報告發布前成為一個穩健的買入。它目前的交易價格為銷售額的 8 倍，低於其在 2024 年底的 12 倍市銷率。因此，投資者現在可以以相對較低的估值購買這隻 AI 股票，考慮到它可能在 5 月 28 日後大幅上漲，這樣做可能會成為一個明智的選擇。</p>

<p>C3.ai 將於 5 月 28 日發佈其 2025 財年第四季度財報，恰逢 Nvidia 發佈其 2026 財年第一季度財報。儘管今年股價下跌了 33%，C3.ai 預計將報告 3.89 億美元的收入，比去年增長 25%，這得益於對生成式 AI 軟件日益增長的需求。該公司在第三季度簽署了 66 項協議，同比增長 72%。分析師預測 C3.ai 可能會迎來轉機，使其在當前 8 倍銷售額的估值下成為一個穩健的買入機會，低於去年的 12 倍銷售額</p>

<p>Artificial intelligence (AI) pioneer <strong>Nvidia</strong> is set to release its fiscal 2026 first-quarter results after the market closes on May 28, and analysts and investors will be waiting to see how the chip giant fares considering the central role it plays in the AI space.</p>
<div class="lb-trans"><p>人工智能（AI）先鋒 <strong>Nvidia</strong> 將於 5 月 28 日市場收盤後發佈其 2026 財年第一季度財報，分析師和投資者將關注這家芯片巨頭在 AI 領域的核心角色表現如何。</p>
</div><p>Nvidia's chips power AI data centers from the world's leading cloud computing companies. The company's graphics processing units (GPUs) are also in solid demand from governments looking to shore up their AI infrastructure. So, a closer look at Nvidia's results and outlook will help us understand the direction in which the AI market is headed.</p>
<div class="lb-trans"><p>Nvidia 的芯片為全球領先的雲計算公司的 AI 數據中心提供動力。該公司的圖形處理單元（GPU）也受到政府的強烈需求，政府希望加強其 AI 基礎設施。因此，深入分析 Nvidia 的業績和前景將有助於我們理解 AI 市場的發展方向。</p>
</div><p>However, there's another company that's benefiting from the fast-improving adoption of AI and will release its fiscal 2025 fourth-quarter results on May 28 -- <strong>C3.ai</strong>(AI 1.51%). The company provides enterprise AI solutions to both government and enterprise customers, but it has endured a difficult 2025 so far.</p>
<div class="lb-trans"><p>然而，還有另一家公司也在快速增長的 AI 採用中受益，並將於 5 月 28 日發佈其 2025 財年第四季度財報—— <strong>C3.ai</strong>(AI 1.51%)。該公司為政府和企業客户提供企業級 AI 解決方案，但到目前為止，2025 財年對它來説是艱難的。</p>
</div><p>C3.ai stock is down 33% this year. However, its upcoming quarterly report could help turn its fortunes around and send the stock soaring.</p>
<div class="lb-trans"><p>C3.ai 的股票今年下跌了 33%。然而，其即將發佈的季度報告可能會幫助其扭轉局面，使股票飆升。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTg4NjgvcGVyc29uLWhvbGRpbmctc21hcnRwaG9uZS1zbWlsaW5nLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F818868%2Fperson-holding-smartphone-smiling.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>圖片來源：Getty Images。</p>
</div><h2>Fast-growing generative AI software demand can help C3.ai deliver solid results</h2>
<div class="lb-trans"><h2>快速增長的生成式 AI 軟件需求可以幫助 C3.ai 實現穩健的業績</h2>
</div><p>The generative AI software market was worth an estimated $10 billion in 2023, but it is expected to jump to a whopping $176 billion in 2030, according to ABI Research. The company points out that the integration of generative AI software in enterprise use cases is likely to generate $434 billion in value annually by the end of the decade.</p>
<div class="lb-trans"><p>根據 ABI Research，生成式 AI 軟件市場在 2023 年的估計價值為 100 億美元，但預計到 2030 年將飆升至 1760 億美元。該公司指出，生成式 AI 軟件在企業應用中的整合預計到本十年末將每年產生 4340 億美元的價值。</p>
</div><p>That's not surprising as this technology is helping companies boost productivity and improve the efficiency of their operations. C3.ai is benefiting from the growing adoption of generative AI software. The company expects to report $389 million in revenue for the recently concluded fiscal year, which would be a 25% increase over the prior year. It is worth noting that C3.ai's annual top-line growth is projected to accelerate by 9 percentage points in the latest fiscal year.</p>
<div class="lb-trans"><p>這並不令人驚訝，因為這項技術正在幫助公司提高生產力並改善運營效率。C3.ai 正在受益於生成式 AI 軟件的日益普及。該公司預計在剛剛結束的財年報告 3.89 億美元的收入，比去年增長 25%。值得注意的是，C3.ai 的年度營收增長預計在最新財年加速 9 個百分點。</p>
</div><p>This can be attributed to the improving demand for C3.ai's AI software solutions. The company provides more than 130 turnkey applications that could be deployed across a wide range of industries, while also offering an AI development platform to customers, using which they can build and deploy AI agents and applications.</p>
<div class="lb-trans"><p>這可以歸因於 C3.ai 的 AI 軟件解決方案需求的改善。該公司提供超過 130 個可在廣泛行業中部署的即用型應用程序，同時還為客户提供 AI 開發平台，客户可以利用該平台構建和部署 AI 代理和應用程序。</p>
</div><p>Importantly, customer interest in C3.ai's AI software offerings has been picking up, which explains the improvement in its growth rate in the recent fiscal year. For instance, C3.ai closed 66 agreements in the third quarter of fiscal 2025 (which ended on Jan. 31), an increase of 72% from the year-ago period. These included 50 pilot projects. If C3.ai manages to convert a significant chunk of those pilot projects into actual contracts, it could end up delivering better-than-expected growth when it releases its results later this month.</p>
<div class="lb-trans"><p>重要的是，客户對 C3.ai 的 AI 軟件產品的興趣正在上升，這解釋了其在最近財年的增長率改善。例如，C3.ai 在 2025 財年第三季度（截至 1 月 31 日）簽署了 66 項協議，比去年同期增長了 72%。其中包括 50 個試點項目。如果 C3.ai 能夠將其中相當一部分試點項目轉化為實際合同，那麼在本月晚些時候發佈業績時，它可能會實現超出預期的增長。</p>
</div><p>What's worth noting is that C3.ai has exceeded Wall Street's bottom-line estimates by big margins in each of the last four quarters. The company isn't profitable yet, but its losses have been much lower than analysts' expectations of late. C3.ai is projected to end fiscal 2025 with an estimated loss of $0.44 per share. The good part is that its loss is expected to shrink in the future.</p>
<div class="lb-trans"><p>值得注意的是，C3.ai 在過去四個季度中每個季度都大幅超出華爾街的盈利預期。該公司尚未盈利，但其損失遠低於分析師最近的預期。預計 C3.ai 在 2025 財年將以每股 0.44 美元的估計損失結束。好的一點是，預計其損失在未來將縮小。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/7789ebad8174901ce8d85d16baadb52b.png" alt="" original-src="https://media.ycharts.com/charts/7789ebad8174901ce8d85d16baadb52b.png"/></p>
<p>AI EPS Estimates for Current Fiscal Year data by YCharts</p>
<div class="lb-trans"><p>當前財年的 AI 每股收益估計數據來自 YCharts</p>
</div><p>The potential growth in C3.ai's customer base, along with an increase in spending by the company's existing customers, could allow it to reduce its losses at a faster pace. All this indicates that C3.ai may be able to top expectations when it releases its quarterly results later this month. Moreover, the fast-improving demand for generative AI software and the big jump in the number of agreements that it struck in the last reported quarter could be enough for it to deliver stronger-than-expected guidance.</p>
<div class="lb-trans"><p>C3.ai 客户基礎的潛在增長，以及公司現有客户支出的增加，可能使其能夠以更快的速度減少損失。所有這些都表明，C3.ai 在本月晚些時候發佈季度業績時可能能夠超出預期。此外，生成式 AI 軟件需求的快速增長以及其在上一個報告季度簽署的協議數量的大幅增加，可能足以使其提供強於預期的指引。</p>
</div><h2>The valuation makes the stock a solid buy right now</h2>
<div class="lb-trans"><h2>估值使得該股票現在成為一個穩健的買入</h2>
</div><p>It is worth noting that C3.ai has already jumped 19% in the past month, and more upside cannot be ruled out as a combination of strong results along with impressive guidance could give it a shot in the arm. Additionally, analysts have increased their expectations for the current and the next fiscal year, indicating that they are expecting its momentum to continue.</p>
<div class="lb-trans"><p>值得注意的是，C3.ai 在過去一個月中已經上漲了 19%，並且由於強勁的業績與令人印象深刻的指引的結合，進一步上漲的可能性不能排除。此外，分析師已提高了對當前和下一個財年的預期，表明他們預計其勢頭將持續。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/e47eaf306e85b13e2d2687358466f268.png" alt="" original-src="https://media.ycharts.com/charts/e47eaf306e85b13e2d2687358466f268.png"/></p>
<p>AI Revenue Estimates for Current Fiscal Year data by YCharts</p>
<div class="lb-trans"><p>當前財年的 AI 收入估計數據來自 YCharts</p>
</div><p>All this makes C3.ai a solid buy going into its quarterly report. It is currently trading at 8 times sales, which is lower than its price-to-sales ratio of 12 at the end of 2024. So, investors can buy this AI stock at a relatively cheaper valuation right now, and doing so could turn out to be a smart move considering that it could zoom higher after May 28.</p>
<div class="lb-trans"><p>所有這些使得 C3.ai 在其季度報告發布前成為一個穩健的買入。它目前的交易價格為銷售額的 8 倍，低於其在 2024 年底的 12 倍市銷率。因此，投資者現在可以以相對較低的估值購買這隻 AI 股票，考慮到它可能在 5 月 28 日後大幅上漲，這樣做可能會成為一個明智的選擇。</p>
</div>

Prediction: This Artificial Intelligence (AI) Stock Will Skyrocket After May 28 (Hint: It's Not Nvidia)

- Nvidia 將於 5 月 28 日發佈 2026 財年第一季度財報，市場關注其 AI 業務表現。  
- C3.ai 也將在同日發佈 2025 財年第四季度財報，預計收入將增長 25%。  
- C3.ai 的客户需求上升，可能推動其股價上漲，當前估值較低。  

預測：這隻人工智能（AI）股票將在 5 月 28 日後大漲（提示：不是英偉達）