<p>尋找下一個十年獲勝股票創意的投資者無需再尋找其他公司，人工智能（AI）採用的推動者就是最佳選擇。最近為雲計算市場服務的領先公司的財務結果顯示，企業對 AI 的投資仍處於早期階段。以下是兩隻可以從這一機會中獲利的股票。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkwNzYvYXJ0aWZpY2lhbC1pbnRlbGxpZ2VuY2UtY2hpcC10ZWNobm9sb2d5LmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="466" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkwNzYvYXJ0aWZpY2lhbC1pbnRlbGxpZ2VuY2UtY2hpcC10ZWNobm9sb2d5LmpwZyZ3PTcwMA"/></p>
<p>圖片來源：Getty Images。</p>
<h2>1. 微軟</h2>
<p><strong>微軟</strong>（MSFT -0.40%）是雲服務市場的巨頭。雖然 <strong>亞馬遜</strong> 仍然在市場份額上佔據首位，但微軟 Azure 的增長速度更快，有望最終超越雲市場的第一位置。微軟股票今年迄今上漲了 26%。</p>
<p>微軟的 Azure 及其他雲服務在財政第四季度（截至 6 月）實現了 39% 的年增長率。管理層將其在全球 70 個地區超過 400 個數據中心的不斷擴展歸功於其增長勢頭。</p>
<p>該公司還通過 Microsoft Fabric 等工具進一步增強其競爭地位。這是一個快速擴展的數據和分析平台。上個季度的收入同比增長了 55%，表明微軟有能力滿足對 AI 驅動的數據庫服務的需求。</p>
<p>目前，微軟的年收入為 2810 億美元，但管理層指出，其雲業務的合同積壓價值達到 3680 億美元。</p>
<p>在這樣一家大型公司最近一個季度每股收益同比增長 24% 的情況下，華爾街可能仍低估了 AI 機會的規模。分析師預計未來幾年將實現低雙位數的收益增長，但這可能低估了公司的機會。微軟多年來為投資者提供了優異的回報，這一趨勢似乎不會很快結束。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkwNzYvb3JhY2xlLWxvZ28tb24tYnVpbGRpbmcuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="466" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkwNzYvb3JhY2xlLWxvZ28tb24tYnVpbGRpbmcuanBnJnc9NzAw"/></p>
<p>圖片來源：Getty Images。</p>
<h2>2. 甲骨文</h2>
<p><strong>甲骨文</strong>（ORCL 1.38%）是另一隻可以從雲服務投資增長中受益的頂級科技股票。甲骨文的雲基礎設施業務正在經歷爆炸性增長，這使得股票在 6 月的財政第四季度財報發佈後創下新高。首席執行官 Safra Catz 在財報電話會議上表示：“在第四季度，我們實現了雙位數的收入增長，未來只會更好。”</p>
<p>甲骨文已經建立雲服務超過十年，這一努力正在得到回報。企業選擇甲骨文的市場領先數據庫服務，以利用自主功能。自主數據庫的消費收入同比增長 47%，較去年同期的 27% 增長加速。</p>
<p>從 2026 財政年度開始，管理層預計增長將加速。公司指引預計，雲收入的總增長將在不變貨幣下超過 40%，雲基礎設施的增長將超過 70%，其中包括自主數據庫業務。</p>
<p>甲骨文在推動經濟中的 AI 革命方面發揮着重要作用。這體現在其與 OpenAI 的 Stargate 項目的參與，該項目旨在在美國建立最先進的 AI 基礎設施。預計 Stargate 帶來的收入將在未來十年內至少對甲骨文的增長產生一定貢獻。</p>
<p>值得一提的是，華爾街分析師預計甲骨文的調整後（非 GAAP）收益將在 2030 財政年度之前以 19% 的年化率增長。甲骨文是行業領先的雲數據庫提供商，擁有大量企業應用程序。它在為投資者提供穩定回報方面有着悠久的歷史，過去十年股票上漲超過 500%。隨着 AI 推動增長，它應該繼續回報股東。</p>

甲骨文

微軟

2 倍做多 MSFT ETF - GraniteShares

MSFO

微軟每日 1 倍做空 ETF - Direxion

微軟每日 2 倍做多 ETF - Direxion

MSFX

MSFY

<p>投資者被鼓勵將微軟和甲骨文視為長期投資的頂級科技股票，特別是由於它們在不斷增長的人工智能和雲服務市場中的角色。微軟的 Azure 雲服務正在經歷顯著增長，年收入增長 39%，而甲骨文的雲基礎設施也在快速擴展，預計總雲收入將增長 40%。這兩家公司都處於有利位置，可以利用人工智能革命，使其成為尋求在未來十年獲得強勁回報的投資者的吸引選項</p>

<p>Investors looking for winning stock ideas for the next decade need to look no further than the companies enabling artificial intelligence (AI) adoption. The recent financial results of leading companies serving the cloud computing market show that enterprise investment in AI is still in the early stages. Here are two stocks to profit from this opportunity.</p>
<div class="lb-trans"><p>尋找下一個十年獲勝股票創意的投資者無需再尋找其他公司，人工智能（AI）採用的推動者就是最佳選擇。最近為雲計算市場服務的領先公司的財務結果顯示，企業對 AI 的投資仍處於早期階段。以下是兩隻可以從這一機會中獲利的股票。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkwNzYvYXJ0aWZpY2lhbC1pbnRlbGxpZ2VuY2UtY2hpcC10ZWNobm9sb2d5LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F829076%2Fartificial-intelligence-chip-technology.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>1. Microsoft</h2>
<div class="lb-trans"><h2>1. 微軟</h2>
</div><p><strong>Microsoft</strong>(MSFT -0.40%) is the 800-pound gorilla in the cloud services market. While <strong>Amazon</strong> continues to control the top spot in market share, Microsoft Azure is growing faster and is on pace to eventually overtake the No. 1 position in the cloud market. Microsoft stock is up 26% year to date.</p>
<div class="lb-trans"><p><strong>微軟</strong>（MSFT -0.40%）是雲服務市場的巨頭。雖然 <strong>亞馬遜</strong> 仍然在市場份額上佔據首位，但微軟 Azure 的增長速度更快，有望最終超越雲市場的第一位置。微軟股票今年迄今上漲了 26%。</p>
</div><p>Azure and other cloud services from Microsoft posted a 39% year-over-year increase in revenue for the fiscal fourth quarter (which ended in June). Management credits its growing footprint of over 400 data centers in 70 regions around the world for its momentum.</p>
<div class="lb-trans"><p>微軟的 Azure 及其他雲服務在財政第四季度（截至 6 月）實現了 39% 的年增長率。管理層將其在全球 70 個地區超過 400 個數據中心的不斷擴展歸功於其增長勢頭。</p>
</div><p>The company is further bolstering its competitive position with tools like Microsoft Fabric. This is a data and analytics platform that is rapidly expanding. Revenue grew 55% year over year last quarter, indicating that Microsoft is positioned to capture demand for AI-driven database services.</p>
<div class="lb-trans"><p>該公司還通過 Microsoft Fabric 等工具進一步增強其競爭地位。這是一個快速擴展的數據和分析平台。上個季度的收入同比增長了 55%，表明微軟有能力滿足對 AI 驅動的數據庫服務的需求。</p>
</div><p>Microsoft generates $281 billion in annual revenue right now, yet management noted that there is $368 billion worth of contracted backlog across its cloud business.</p>
<div class="lb-trans"><p>目前，微軟的年收入為 2810 億美元，但管理層指出，其雲業務的合同積壓價值達到 3680 億美元。</p>
</div><p>With a company this large growing earnings per share at 24% year over year in the recent quarter, it's possible that Wall Street is still underestimating the size of the AI opportunity. Analysts are projecting low-double-digit earnings growth over the next few years, but that might be underestimating the company's opportunity. Microsoft has delivered excellent returns for investors for many years, and that streak doesn't appear to be ending anytime soon.</p>
<div class="lb-trans"><p>在這樣一家大型公司最近一個季度每股收益同比增長 24% 的情況下，華爾街可能仍低估了 AI 機會的規模。分析師預計未來幾年將實現低雙位數的收益增長，但這可能低估了公司的機會。微軟多年來為投資者提供了優異的回報，這一趨勢似乎不會很快結束。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkwNzYvb3JhY2xlLWxvZ28tb24tYnVpbGRpbmcuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F829076%2Foracle-logo-on-building.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>2. Oracle</h2>
<div class="lb-trans"><h2>2. 甲骨文</h2>
</div><p><strong>Oracle</strong>(ORCL 1.38%) is another top tech stock to ride the growing investment in cloud services. Oracle's Cloud Infrastructure business is experiencing explosive growth, which sent the stock to new highs after its fiscal Q4 earnings report in June. &#34;In Q4, we hit double-digit revenue growth and it's only going up from here,&#34; CEO Safra Catz said during the earnings call.</p>
<div class="lb-trans"><p><strong>甲骨文</strong>（ORCL 1.38%）是另一隻可以從雲服務投資增長中受益的頂級科技股票。甲骨文的雲基礎設施業務正在經歷爆炸性增長，這使得股票在 6 月的財政第四季度財報發佈後創下新高。首席執行官 Safra Catz 在財報電話會議上表示：“在第四季度，我們實現了雙位數的收入增長，未來只會更好。”</p>
</div><p>Oracle has been building up its cloud offering for over a decade, and it's paying off. Companies are choosing Oracle for its market-leading database services to leverage autonomous features. Autonomous database consumption revenue grew 47% year over year, accelerating from 27% growth in the year-ago quarter.</p>
<div class="lb-trans"><p>甲骨文已經建立雲服務超過十年，這一努力正在得到回報。企業選擇甲骨文的市場領先數據庫服務，以利用自主功能。自主數據庫的消費收入同比增長 47%，較去年同期的 27% 增長加速。</p>
</div><p>Beginning in fiscal 2026, management expects growth to accelerate. Company guidance calls for total cloud revenue growth to be over 40% in constant currency, with cloud infrastructure growth of over 70%, which includes the autonomous database business.</p>
<div class="lb-trans"><p>從 2026 財政年度開始，管理層預計增長將加速。公司指引預計，雲收入的總增長將在不變貨幣下超過 40%，雲基礎設施的增長將超過 70%，其中包括自主數據庫業務。</p>
</div><p>Oracle is playing an important role in enabling the AI revolution across the economy. This is evidenced by its participation in the Stargate Project with OpenAI, which aims to build state-of-the-art AI infrastructure in the U.S. The revenue expected from Stargate should at least marginally contribute to Oracle's growth over the next decade.</p>
<div class="lb-trans"><p>甲骨文在推動經濟中的 AI 革命方面發揮着重要作用。這體現在其與 OpenAI 的 Stargate 項目的參與，該項目旨在在美國建立最先進的 AI 基礎設施。預計 Stargate 帶來的收入將在未來十年內至少對甲骨文的增長產生一定貢獻。</p>
</div><p>For what it's worth, Wall Street analysts expect Oracle's adjusted (non-GAAP) earnings to grow at an annualized rate of 19% through fiscal 2030. Oracle is an industry-leading cloud database provider with a large suite of enterprise applications. It has a long history of delivering solid returns to investors, with the stock up over 500% in the last decade. With growth accelerating due to AI, it should continue to reward shareholders.</p>
<div class="lb-trans"><p>值得一提的是，華爾街分析師預計甲骨文的調整後（非 GAAP）收益將在 2030 財政年度之前以 19% 的年化率增長。甲骨文是行業領先的雲數據庫提供商，擁有大量企業應用程序。它在為投資者提供穩定回報方面有着悠久的歷史，過去十年股票上漲超過 500%。隨着 AI 推動增長，它應該繼續回報股東。</p>
</div>

2 Soaring Tech Stocks to Buy and Hold for the Next Decade

- 投資者應關注推動人工智能（AI）採用的公司。  
- 微軟和甲骨文是雲計算市場的領先者，均顯示出強勁的增長潛力。  
- 預計未來十年，AI 相關投資將推動這兩家公司持續回報投資者。  

未來十年值得買入並長期持有的兩隻科技股票