<p><strong>摩根士丹利</strong> 分析師預計，到 2028 年，人工智能（AI）在基礎設施和軟件上的支出將增長超過 600%。購買 <strong>英偉達</strong> 和/或 <strong>Palantir</strong> 的股票一直是利用這一趨勢的熱門方式，但投資者也應考慮 <strong>Meta Platforms</strong>（META 0.25%）和 <strong>Pure Storage</strong>（PSTG 0.56%）。</p>
<p>大多數華爾街分析師對這些公司的前景持樂觀態度。Meta Platforms 的目標股價中位數為每股 875 美元，意味着相較於當前的 735 美元股價有 19% 的上漲空間。而 Pure Storage 的目標股價中位數為每股 80 美元，意味着相較於當前的 77 美元股價有 4% 的上漲空間。</p>
<p>以下是我認為這些 AI 股票是出色的長期投資的原因。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE3NzgvYXJ0aWZpY2lhbC1pbnRlbGxpZ2VuY2UtMzIuanBnJnc9NzAw?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE3NzgvYXJ0aWZpY2lhbC1pbnRlbGxpZ2VuY2UtMzIuanBnJnc9NzAw"/></p>
<p>圖片來源：Getty Images。</p>
<h2>1. Meta Platforms</h2>
<p>Meta Platforms 擁有四大社交媒體網絡中三大最受歡迎的網絡，按月活躍用户計算。這一主導競爭地位使公司能夠洞察消費者的口味和偏好，從而幫助其精準投放媒體內容和廣告。因此，Meta Platforms 是全球第二大廣告技術公司，並且根據 <strong>晨星</strong> 的説法，它有望獲得市場份額。</p>
<p>該公司一直在積極投資人工智能（AI），包括定製芯片、Llama 大型語言模型、推薦內容的機器學習模型，以及為廣告客户提供的 AI 創意工具。這些努力正在取得成效。用户在 Facebook 和 Instagram 上花費的時間越來越多，廣告轉化率——即點擊和購買的數量——在這兩個社交媒體平台上都在增加。</p>
<p>更為雄心勃勃的是，Meta 希望在明年之前實現整個廣告創作過程的自動化。《華爾街日報》最近報道説：“使用 Meta 正在開發的廣告工具，品牌可以展示他們想要推廣的產品圖像以及預算目標，AI 將創建整個廣告，包括圖像、視頻和文本。”</p>
<p>因此，Meta 有很大的機會在未來幾年實現兩位數的收入增長。我之所以這樣説，是因為廣告技術支出預計將在 2032 年前每年增長 14%，因此如果 Meta 確實獲得市場份額，其在此期間的收入增長將更快。這還不包括它在新興智能眼鏡市場的巨大機會。</p>
<p>華爾街預計未來三年盈利將以每年 17% 的速度增長。這使得當前 27 倍的市盈率看起來相當合理，尤其是當兩年平均市盈率為 28 倍時。耐心的投資者應該可以放心地今天購買一些這隻 AI 股票。</p>
<h2>2. Pure Storage</h2>
<p>Pure Storage 提供企業數據存儲硬件、軟件和服務。它專注於全閃存陣列，這種存儲系統僅包含閃存，而不是速度較慢且耐用性較差的硬盤驅動器。其 DirectFlash 架構提供了市場上最接近產品的兩到三倍存儲密度和一半的功耗。</p>
<p>研究公司 <strong>Gartner</strong> 最近將 Pure Storage 評為主要塊存儲平台以及文件和對象存儲平台的領導者。分析師評論説，Pure Storage FlashBlade 系統在行業中提供了最高的密度和最低的功耗，這些特性使其產品能夠有效支持人工智能工作負載。</p>
<p>在這方面，Pure Storage 今年早些時候宣佈了其下一代 FlashBlade 系統。首席執行官 Charles Giancarlo 表示：“FlashBlade XL 將是行業中性能最高的 AI 和高性能計算存儲平台。”</p>
<p>此外，Meta Platforms 最近選擇 Pure Storage 來支持其數據中心存儲基礎設施，Giancarlo 認為其 DirectFlash 技術可能成為所有超大規模數據中心的行業標準，因為它提供了 “無與倫比的性能和可擴展性，同時降低了運營成本和功耗。”</p>
<p>華爾街預計 Pure Storage 的調整後盈利將在截至 2027 年 1 月的財年內每年增長 27%。這使得當前 46 倍的調整後市盈率看起來合理，尤其是該公司在過去四個季度中平均超出共識盈利預期 14%。耐心的投資者今天應該在這隻鮮為人知的 AI 股票中買入少量股份。</p>

PSTG

META

<p>摩根士丹利分析師預測，到 2028 年，人工智能支出將激增超過 600%。投資者被建議考慮 Meta Platforms 和 Pure Storage，而不是 Nvidia 或 Palantir。Meta 的股票目標價為 875 美元，意味着有 19% 的上漲空間，而 Pure Storage 的目標價為 80 美元，暗示有 4% 的上漲空間。Meta 正在通過人工智能增強其廣告技術，目標是實現兩位數的收入增長，而 Pure Storage 因其高效的數據存儲解決方案而受到認可，預計到 2027 年每年的盈利增長將達到 27%。這兩隻股票都被推薦用於長期投資</p>

<p><strong>Morgan Stanley</strong> analysts estimate artificial intelligence (AI) spending across infrastructure and software will increase more than 600% by 2028. Buying stock in <strong>Nvidia</strong> and/or <strong>Palantir</strong> has been a popular way to capitalize on that trend, but investors should consider <strong>Meta Platforms</strong>(META 0.25%) and <strong>Pure Storage</strong>(PSTG 0.56%).</p>
<div class="lb-trans"><p><strong>摩根士丹利</strong> 分析師預計，到 2028 年，人工智能（AI）在基礎設施和軟件上的支出將增長超過 600%。購買 <strong>英偉達</strong> 和/或 <strong>Palantir</strong> 的股票一直是利用這一趨勢的熱門方式，但投資者也應考慮 <strong>Meta Platforms</strong>（META 0.25%）和 <strong>Pure Storage</strong>（PSTG 0.56%）。</p>
</div><p>Most Wall Street analysts following the companies have favorable outlooks. Meta Platforms has a median target price of $875 per share, implying 19% upside from its current share price of $735. And Pure Storage has a median target price of $80 per share, implying 4% upside from the current share price of $77.</p>
<div class="lb-trans"><p>大多數華爾街分析師對這些公司的前景持樂觀態度。Meta Platforms 的目標股價中位數為每股 875 美元，意味着相較於當前的 735 美元股價有 19% 的上漲空間。而 Pure Storage 的目標股價中位數為每股 80 美元，意味着相較於當前的 77 美元股價有 4% 的上漲空間。</p>
</div><p>Here's why I think these AI stocks are brilliant long-term investments.</p>
<div class="lb-trans"><p>以下是我認為這些 AI 股票是出色的長期投資的原因。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE3NzgvYXJ0aWZpY2lhbC1pbnRlbGxpZ2VuY2UtMzIuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F831778%2Fartificial-intelligence-32.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. Meta Platforms</h2>
<div class="lb-trans"><h2>1. Meta Platforms</h2>
</div><p>Meta Platforms owns three of the four most popular social media networks as measured by monthly active users. That dominant competitive position affords the company insight into consumer tastes and preferences, which helps it target media content and advertising. In turn, Meta Platforms is the second largest ad tech company worldwide, and it's poised to gain market share, according to <strong>Morningstar</strong>.</p>
<div class="lb-trans"><p>Meta Platforms 擁有四大社交媒體網絡中三大最受歡迎的網絡，按月活躍用户計算。這一主導競爭地位使公司能夠洞察消費者的口味和偏好，從而幫助其精準投放媒體內容和廣告。因此，Meta Platforms 是全球第二大廣告技術公司，並且根據 <strong>晨星</strong> 的説法，它有望獲得市場份額。</p>
</div><p>The company has been investing aggressively in artificial intelligence (AI), including custom chips, Llama large language models, machine learning models to recommend content, and AI creative tools for advertisers. Those efforts are paying off. Users are spending more time on Facebook and Instagram, and ad conversion rates -- meaning the number of clicks and purchases -- are increasing across both social media properties.</p>
<div class="lb-trans"><p>該公司一直在積極投資人工智能（AI），包括定製芯片、Llama 大型語言模型、推薦內容的機器學習模型，以及為廣告客户提供的 AI 創意工具。這些努力正在取得成效。用户在 Facebook 和 Instagram 上花費的時間越來越多，廣告轉化率——即點擊和購買的數量——在這兩個社交媒體平台上都在增加。</p>
</div><p>Even more ambitious, Meta hopes to automate the entire ad creation process by next year. <em>The Wall Street Journal</em> recently reported, &#34;Using the ad tools Meta is developing, a brand could present an image of the product it wants to promote along with a budgetary goal, and AI would create the entire ad, including imagery, video, and text.&#34;</p>
<div class="lb-trans"><p>更為雄心勃勃的是，Meta 希望在明年之前實現整個廣告創作過程的自動化。《華爾街日報》最近報道説：“使用 Meta 正在開發的廣告工具，品牌可以展示他們想要推廣的產品圖像以及預算目標，AI 將創建整個廣告，包括圖像、視頻和文本。”</p>
</div><p>Consequently, Meta has a great shot at delivering double-digit revenue growth for several years to come. I say that because ad tech spending is forecast to increase at 14% annually through 2032, so Meta would report even faster revenue growth during that period if it does indeed gain market share. And that doesn't even account for its substantial opportunity in the nascent smart glasses market.</p>
<div class="lb-trans"><p>因此，Meta 有很大的機會在未來幾年實現兩位數的收入增長。我之所以這樣説，是因為廣告技術支出預計將在 2032 年前每年增長 14%，因此如果 Meta 確實獲得市場份額，其在此期間的收入增長將更快。這還不包括它在新興智能眼鏡市場的巨大機會。</p>
</div><p>Wall Street estimates earnings will increase at 17% annually over the next three years. That makes the current valuation of 27 times earnings look quite reasonable, especially when the two-year average is 28 times earnings. Patient investors should feel comfortable buying a few shares of this AI stock today.</p>
<div class="lb-trans"><p>華爾街預計未來三年盈利將以每年 17% 的速度增長。這使得當前 27 倍的市盈率看起來相當合理，尤其是當兩年平均市盈率為 28 倍時。耐心的投資者應該可以放心地今天購買一些這隻 AI 股票。</p>
</div><h2>2. Pure Storage</h2>
<div class="lb-trans"><h2>2. Pure Storage</h2>
</div><p>Pure Storage offers enterprise data storage hardware, software, and services. It specializes in all-flash arrays, storage systems that contain only flash memory rather than slower and less durable hard-disk drives. Its DirectFlash architecture offers two to three times the storage density and half the power consumption as the next closest product on the market.</p>
<div class="lb-trans"><p>Pure Storage 提供企業數據存儲硬件、軟件和服務。它專注於全閃存陣列，這種存儲系統僅包含閃存，而不是速度較慢且耐用性較差的硬盤驅動器。其 DirectFlash 架構提供了市場上最接近產品的兩到三倍存儲密度和一半的功耗。</p>
</div><p>Research company <strong>Gartner</strong> recently ranked Pure Storage as a leader in primary block storage platforms, as well as file and object storage platforms. The analysts commented that Pure Storage FlashBlade systems offer the highest density and lowest power consumption in the industry, qualities that make its products adept at supporting artificial intelligence workloads.</p>
<div class="lb-trans"><p>研究公司 <strong>Gartner</strong> 最近將 Pure Storage 評為主要塊存儲平台以及文件和對象存儲平台的領導者。分析師評論説，Pure Storage FlashBlade 系統在行業中提供了最高的密度和最低的功耗，這些特性使其產品能夠有效支持人工智能工作負載。</p>
</div><p>On that note, Pure Storage earlier this year announced its next-generation FlashBlade systems. CEO Charles Giancarlo said, &#34;FlashBlade XL will be the industry's highest-performing storage platform for AI and high-performance computing when it is delivered.&#34;</p>
<div class="lb-trans"><p>在這方面，Pure Storage 今年早些時候宣佈了其下一代 FlashBlade 系統。首席執行官 Charles Giancarlo 表示：“FlashBlade XL 將是行業中性能最高的 AI 和高性能計算存儲平台。”</p>
</div><p>In addition, Meta Platforms recently chose Pure Storage to power its data center storage infrastructure, and Giancarlo thinks its DirectFlash technology could become the industry standard for all hyperscalers because it offers &#34;unparalleled performance and scalability while also reducing operating costs and power consumption.&#34;</p>
<div class="lb-trans"><p>此外，Meta Platforms 最近選擇 Pure Storage 來支持其數據中心存儲基礎設施，Giancarlo 認為其 DirectFlash 技術可能成為所有超大規模數據中心的行業標準，因為它提供了 “無與倫比的性能和可擴展性，同時降低了運營成本和功耗。”</p>
</div><p>Wall Street expects Pure Storage's adjusted earnings to grow at 27% annually through the fiscal year ending in January 2027. That makes the current valuation of 46 times adjusted look reasonable, especially when the company beat the consensus earnings estimate by an average of 14% during the last four quarters. Patient investors should buy a small position in this little-known AI stock today.</p>
<div class="lb-trans"><p>華爾街預計 Pure Storage 的調整後盈利將在截至 2027 年 1 月的財年內每年增長 27%。這使得當前 46 倍的調整後市盈率看起來合理，尤其是該公司在過去四個季度中平均超出共識盈利預期 14%。耐心的投資者今天應該在這隻鮮為人知的 AI 股票中買入少量股份。</p>
</div>

AI Spending Could Soar 600%: 2 Brilliant AI Stocks to Buy in September (Hint: Not Nvidia or Palantir)

- 摩根士丹利分析師預計，人工智能支出到 2028 年將增長超過 600%。
- Meta Platforms 和 Pure Storage 被認為是值得投資的 AI 股票，前者的目標價為 $875，後者為 $80。
- Meta 和 Pure Storage 在各自領域的市場地位和技術創新將推動未來的收入增長。

人工智能支出可能激增 600%：9 月值得購買的兩隻出色 AI 股票（提示：不是英偉達或 Palantir）