'Initial Wave Of AI Software Growth' To Spur Microsoft, Salesforce, Palantir, MongoDB, Oracle, Snowflake, And Elastic, Says Analyst
'Initial Wave Of AI Software Growth' To Spur Microsoft, Salesforce, Palantir, MongoDB, Oracle, Snowflake, And Elastic, Says Analyst
Wedbush Securities analyst Daniel Ives predicts a seismic shift in IT spending towards AI and related technologies. He estimates that such purchases will account for 8%-10% of IT budgets in 2024, a big jump from less than 1% in 2023.
Wedbush Securities分析师丹尼尔·艾夫斯预测，IT支出将急剧转向人工智能和相关技术。他估计，到2024年，此类购买将占IT预算的8％-10％，较2023年的不到1％大幅增长。
Significant growth Trajectory Ahead
未来的显著增长轨迹
Major players in the tech sector, including Microsoft Corp (NASDAQ:MSFT), Salesforce Inc (NYSE:CRM), Palantir Technologies Inc (NYSE:PLTR), MongoDB Inc (NASDAQ:MDB), Oracle Corp (NYSE:ORCL), Snowflake Inc (NYSE:SNOW), Elastic NV (NYSE:ESTC), stand to experience a significant growth trajectory fueled by this surge in investment, the analyst says.
科技行业的主要参与者，包括微软公司（纳斯达克股票代码：MSFT）、Salesforce Inc（纽约证券交易所代码：CRM）、Palantir Technologies Inc（纽约证券交易所代码：PLTR）、MongoDB Inc（纳斯达克股票代码：MDB）、甲骨文公司（纽约证券交易所代码：ORCL）、Snowflake Inc（纽约证券交易所代码：SNOW）、Elastic NV（纽约证券交易所代码：ESTC），将经历显著的增长轨迹分析师表示，在投资激增的推动下。
Ives identifies this phenomenon as the "initial wave of AI software growth," heralding a transformative period for the industry. Pioneers like Jensen Huang of Nvidia Corp (NASDAQ:NVDA) and Microsoft's Satya Nadella spearheaded the first wave of the AI Revolution. Now, the ripple effects cascade across the tech landscape, offering substantial opportunities for companies positioned to capitalize on this burgeoning market.
艾夫斯将这种现象视为 “人工智能软件增长的初始浪潮”，预示着该行业将进入一个变革时期。英伟达公司（纳斯达克股票代码：NVDA）的黄延森和微软的萨蒂亚·纳德拉等先驱者领导了人工智能革命的第一波浪潮。现在，连锁反应蔓延到整个科技领域，为有能力利用这个新兴市场的公司提供了大量机会。
Also Read: Nvidia Stock Trades At 13% Discount To Long-Term Average, Other AI Stocks At 52% Premium
另请阅读：英伟达股票的交易价格比长期平均水平低13％，其他AI股票的溢价为52％
Analyst Ratings & Price Targets
分析师评级和目标股价
Among the beneficiaries highlighted by Ives, Microsoft stands out as a prime candidate for substantial growth. Ives has an Outperform rating and a price target of $500 on Microsoft stock. Similarly, MongoDB, with its innovative database platform, earns an Outperform rating and a price target of $475.
在艾夫斯强调的受益者中，微软脱颖而出，是实现大幅增长的主要候选人。艾夫斯对微软股票的评级为跑赢大盘，目标股价为500美元。同样，MongoDB凭借其创新的数据库平台获得了跑赢大盘的评级，目标股价为475美元。
However, not all companies possess equal readiness to ride this wave. Snowflake, while maintaining a Neutral rating, holds a price target of $210 from Wedbush. The rating suggests a more cautious outlook on its potential to capitalize on the AI-driven market expansion.
但是，并非所有公司都同样做好了应对这一浪潮的准备。Snowflake在维持中性评级的同时，将Wedbush的目标股价定为210美元。该评级表明，对其利用人工智能驱动的市场扩张的潜力持更加谨慎的看法。
As businesses increasingly recognize the transformative potential of AI technologies, experts anticipate a soaring demand for advanced software solutions. Companies like Palantir, Oracle, and Elastic, each rated Outperform by Wedbush Securities, position themselves to thrive in this evolving landscape.
随着企业越来越认识到人工智能技术的变革潜力，专家们预计对高级软件解决方案的需求将激增。像Palantir、甲骨文和Elastic这样的公司均被Wedbush Securities评为跑赢大盘，它们都将自己定位为在这个不断变化的格局中蓬勃发展。
The forecasted surge in AI software spending represents a monumental growth catalyst for the tech sector. It could propel companies across the board towards unprecedented opportunities for innovation and expansion.
预计的人工智能软件支出将激增，这是科技行业巨大的增长催化剂。它可以推动各公司获得前所未有的创新和扩张机会。
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