<p>在過去幾年中，兩個相對較小的人工智能（AI）股票引起了散户投資者的關注，分別是 <strong>BigBear.ai</strong>(BBAI -6.00%) 和 <strong>SoundHound AI</strong>(SOUN -8.02%)。</p>
<p>BigBear.ai 是一家數據分析公司，已與多個政府機構簽訂了合同。通常看漲的投資者將其與規模更大的 <strong>Palantir Technologies</strong> 相比較，儘管 BigBear.ai 在證明自己處於同一軌道上還有很長的路要走。</p>
<p>SoundHound AI 是一家語音 AI 公司，正在向不同的行業擴展，以減少對汽車行業的依賴。它在最近一個季度經歷了爆炸性的增長。此前，芯片製造巨頭 <strong>Nvidia</strong> 對該業務進行了投資。</p>
<p>這兩隻股票都是引人注目的 AI 投資，我將看看今天哪一隻更值得購買。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQxMDAvcGVvcGxlLXJldmlld2luZy1hLXJlcG9ydC1vbi1hLWNvbXB1dGVyLmpwZyZ3PTcwMA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQxMDAvcGVvcGxlLXJldmlld2luZy1hLXJlcG9ydC1vbi1hLWNvbXB1dGVyLmpwZyZ3PTcwMA"/></p>
<p>圖片來源：Getty Images。</p>
<h2>BigBear.ai 的投資理由</h2>
<p>BigBear.ai 是這兩隻 AI 股票中較小的一隻，市值約為 26 億美元。該公司擁有 3.8 億美元的強大訂單積壓，這表明其服務的需求充足。它與美國政府關係密切，這為其提供了一些優秀的長期機會。</p>
<p>首席執行官 Kevin McAleenan 在公司第二季度財報中表示，他看到 “來自 One Big Beautiful Bill 的巨大機會，特別是在國土安全部，其中一些與我們的核心能力獨特契合。”</p>
<p>儘管公司最近的業績波動（截至 6 月的季度銷售額為 3250 萬美元，同比下降 18%），但從長遠來看，BigBear.ai 可能會在利用更多政府相關機會方面展現出更為光明的前景。</p>
<p>截至季度末，BigBear.ai 的現金及現金等價物餘額為 3.908 億美元，這為其運營提供了良好的資金支持，考慮到在過去六個月中其日常運營活動僅消耗了 1050 萬美元。</p>
<h2>SoundHound AI 的投資理由</h2>
<p>SoundHound AI 是一家語音 AI 公司，在收購 Amelia AI 後，其客户基礎更加多樣化。在此之前，主要擔憂是其對汽車行業的依賴。但現在它顯著拓寬了潛力。該公司估計，語音 AI 產品和服務的總可尋址市場高達 1400 億美元，進入更多行業後，它在利用這一潛力方面處於更有利的位置。</p>
<p>收購 Amelia 還顯著改善了其收入，新的業務幫助 SoundHound 的收入在截至 6 月 30 日的期間達到了 4270 萬美元，超過了去年同期 1350 萬美元的三倍。該公司還在關注一些令人難以置信的增長機會。首席財務官 Nitesh Sharan 在公司第二季度財報中表示：“我們正在快速行動，以捕捉我們在語音和對話 AI 行業中看到的爆炸性增長，客户跨行業意識到採用我們市場領先解決方案所能實現的巨大價值。”</p>
<p>截至 2025 年，SoundHound AI 的股價已下跌 15%，但該股在最近幾周逐漸回暖。考慮到 AI 領域的巨大增長前景和充足的資金，增長型投資者可能會被 SoundHound 的潛力所吸引。</p>
<h2>我今天選擇的股票：BigBear.ai</h2>
<p>這兩隻股票都是值得考慮的高風險投資，但 BigBear.ai 今天顯得更為突出。</p>
<p>SoundHound 在過去六個月中消耗了 4370 萬美元，其現金及現金等價物總額為 2.303 億美元，這表明該股票面臨更大的稀釋風險。我也對投資像 SoundHound 這樣 heavily 依賴收購來擴展業務的公司持謹慎態度，因為這可能使得很難分析它們的有機增長情況。</p>
<p>與此同時，政府合同可以為像 BigBear.ai 這樣的企業帶來更多的穩定性。基於以上所有因素，它獲得了_輕微_的優勢。</p>

BBAI

<p>BigBear.ai 和 SoundHound AI 是兩隻吸引零售投資者的嶄新 AI 股票。BigBear.ai 的市值為 26 億美元，擁有強大的政府合同積壓和可觀的現金儲備，儘管近期銷售有所下降，但其長期增長前景良好。相比之下，SoundHound AI 在收購 Amelia AI 後實現了客户基礎的多元化，導致收入大幅增長。然而，它面臨更高的現金消耗和潛在的稀釋風險。總體而言，由於其穩定性和與政府的聯繫，BigBear.ai 被認為是更好的投資選擇</p>

<p>Two fairly small artificial intelligence (AI) stocks that have come up on the radars of retail investors in the past couple of years are <strong>BigBear.ai</strong>(BBAI -6.00%) and <strong>SoundHound AI</strong>(SOUN -8.02%).</p>
<div class="lb-trans"><p>在過去幾年中，兩個相對較小的人工智能（AI）股票引起了散户投資者的關注，分別是 <strong>BigBear.ai</strong>(BBAI -6.00%) 和 <strong>SoundHound AI</strong>(SOUN -8.02%)。</p>
</div><p>BigBear.ai is a data analytics company that has secured multiple contracts with government agencies. Often bullish investors compare to it the much larger <strong>Palantir Technologies</strong>, although BigBear.ai still has a long way to go in proving that it's on the same track.</p>
<div class="lb-trans"><p>BigBear.ai 是一家數據分析公司，已與多個政府機構簽訂了合同。通常看漲的投資者將其與規模更大的 <strong>Palantir Technologies</strong> 相比較，儘管 BigBear.ai 在證明自己處於同一軌道上還有很長的路要走。</p>
</div><p>SoundHound AI is a voice AI company that has been expanding into different industries as a way to be less dependent on the automotive sector. It experienced explosive growth in its most recent quarter. And previously, chipmaking giant <strong>Nvidia</strong> invested in the business.</p>
<div class="lb-trans"><p>SoundHound AI 是一家語音 AI 公司，正在向不同的行業擴展，以減少對汽車行業的依賴。它在最近一個季度經歷了爆炸性的增長。此前，芯片製造巨頭 <strong>Nvidia</strong> 對該業務進行了投資。</p>
</div><p>Both of these stocks make for intriguing AI investments, and I'll look at which one is the better buy today.</p>
<div class="lb-trans"><p>這兩隻股票都是引人注目的 AI 投資，我將看看今天哪一隻更值得購買。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQxMDAvcGVvcGxlLXJldmlld2luZy1hLXJlcG9ydC1vbi1hLWNvbXB1dGVyLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F834100%2Fpeople-reviewing-a-report-on-a-computer.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>The case for BigBear.ai</h2>
<div class="lb-trans"><h2>BigBear.ai 的投資理由</h2>
</div><p>BigBear.ai is the smaller of these two AI stocks, with a market cap of around $2.6 billion. The company has a strong backlog of $380 million, which is a great indication that there is ample demand for its services. It has a close relationship with the U.S. government, which can position it for some excellent long-term opportunities.</p>
<div class="lb-trans"><p>BigBear.ai 是這兩隻 AI 股票中較小的一隻，市值約為 26 億美元。該公司擁有 3.8 億美元的強大訂單積壓，這表明其服務的需求充足。它與美國政府關係密切，這為其提供了一些優秀的長期機會。</p>
</div><p>CEO Kevin McAleenan said in the company's second-quarter earnings release he sees &#34;tremendous opportunities ... coming from the One Big Beautiful Bill, particularly in the Department of Homeland Security, and several of which are uniquely aligned to our core capabilities.&#34;</p>
<div class="lb-trans"><p>首席執行官 Kevin McAleenan 在公司第二季度財報中表示，他看到 “來自 One Big Beautiful Bill 的巨大機會，特別是在國土安全部，其中一些與我們的核心能力獨特契合。”</p>
</div><p>While there has been volatility in the company's recent results (sales totaling $32.5 million were down 18% for the June-ended quarter), the longer-term picture may be a far more promising one for BigBear.ai as it capitalizes on more opportunities involving the government.</p>
<div class="lb-trans"><p>儘管公司最近的業績波動（截至 6 月的季度銷售額為 3250 萬美元，同比下降 18%），但從長遠來看，BigBear.ai 可能會在利用更多政府相關機會方面展現出更為光明的前景。</p>
</div><p>Its operations are also well funded with BigBear.ai's cash and cash equivalents balance as of the end of the quarter totaling $390.8 million, which can give it a lot of runway when you consider that it has burned through just $10.5 million from its day-to-day operating activities during the past six months.</p>
<div class="lb-trans"><p>截至季度末，BigBear.ai 的現金及現金等價物餘額為 3.908 億美元，這為其運營提供了良好的資金支持，考慮到在過去六個月中其日常運營活動僅消耗了 1050 萬美元。</p>
</div><h2>The case for SoundHound AI</h2>
<div class="lb-trans"><h2>SoundHound AI 的投資理由</h2>
</div><p>SoundHound AI is a voice AI company that has a much more diverse customer base after acquiring Amelia AI last year. Prior to that, the big concern was its exposure to the automotive sector. But now it has opened up significantly more potential. The company estimates that the total addressable market for voice AI products and services is a whopping $140 billion, and by being in more industries, it's in a much better position to take advantage of that potential.</p>
<div class="lb-trans"><p>SoundHound AI 是一家語音 AI 公司，在收購 Amelia AI 後，其客户基礎更加多樣化。在此之前，主要擔憂是其對汽車行業的依賴。但現在它顯著拓寬了潛力。該公司估計，語音 AI 產品和服務的總可尋址市場高達 1400 億美元，進入更多行業後，它在利用這一潛力方面處於更有利的位置。</p>
</div><p>The acquisition of Amelia also resulted in a big improvement on its top line, with the new business helping boost SoundHound's revenue to $42.7 million for the period ended June 30 -- more than triple the $13.5 million it reported in the prior-year period. The company is also eyeing some incredible growth opportunities ahead. CFO Nitesh Sharan said in the company's Q2 release, &#34;We are moving with speed to capture the explosion we're seeing in the voice and conversational AI industry, where customers across sectors are realizing the tremendous value they can achieve by adopting our market-leading solutions.&#34;</p>
<div class="lb-trans"><p>收購 Amelia 還顯著改善了其收入，新的業務幫助 SoundHound 的收入在截至 6 月 30 日的期間達到了 4270 萬美元，超過了去年同期 1350 萬美元的三倍。該公司還在關注一些令人難以置信的增長機會。首席財務官 Nitesh Sharan 在公司第二季度財報中表示：“我們正在快速行動，以捕捉我們在語音和對話 AI 行業中看到的爆炸性增長，客户跨行業意識到採用我們市場領先解決方案所能實現的巨大價值。”</p>
</div><p>Shares of SoundHound AI are down 15% thus far in 2025, but the stock has been picking up steam in recent weeks. With some tremendous growth prospects in AI and a lot of runway, growth investors may be captivated with the potential that SoundHound possesses.</p>
<div class="lb-trans"><p>截至 2025 年，SoundHound AI 的股價已下跌 15%，但該股在最近幾周逐漸回暖。考慮到 AI 領域的巨大增長前景和充足的資金，增長型投資者可能會被 SoundHound 的潛力所吸引。</p>
</div><h2>The stock I'd go with today: BigBear.ai</h2>
<div class="lb-trans"><h2>我今天選擇的股票：BigBear.ai</h2>
</div><p>Both of these stocks are risky investments to consider, but BigBear.ai stands out as the better option today.</p>
<div class="lb-trans"><p>這兩隻股票都是值得考慮的高風險投資，但 BigBear.ai 今天顯得更為突出。</p>
</div><p>SoundHound burned through $43.7 million over its past six months and its cash and cash equivalents totaled $230.3 million, which suggests that there's a greater risk of dilution with that stock. I'm also wary of investing in companies such as SoundHound that focus heavily on acquisitions to grow their operations, as that can make it difficult to dissect just how well they are growing organically.</p>
<div class="lb-trans"><p>SoundHound 在過去六個月中消耗了 4370 萬美元，其現金及現金等價物總額為 2.303 億美元，這表明該股票面臨更大的稀釋風險。我也對投資像 SoundHound 這樣 heavily 依賴收購來擴展業務的公司持謹慎態度，因為這可能使得很難分析它們的有機增長情況。</p>
</div><p>Meanwhile, government contracts can result in more stability for a business such as BigBear.ai down the road. As a result of all the above factors, it gets the <em>slight</em> edge.</p>
<div class="lb-trans"><p>與此同時，政府合同可以為像 BigBear.ai 這樣的企業帶來更多的穩定性。基於以上所有因素，它獲得了_輕微_的優勢。</p>
</div>

BigBear.ai 與 SoundHound AI：今天買哪個人工智能（AI）股票更好？