'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分析師丹尼爾·艾夫斯預測，IT支出將急劇轉向人工智能和相關技術。他估計，到2024年，此類購買將佔IT預算的8％-10％，較2023年的不到1％大幅增長。
Significant growth Trajectory Ahead
未來的顯著增長軌跡
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.
科技行業的主要參與者，包括微軟公司（納斯達克股票代碼：MSFT）、Salesforce Inc（紐約證券交易所代碼：CRM）、Palantir Technologies Inc（紐約證券交易所代碼：PLTR）、MongoDB Inc（納斯達克股票代碼：MDB）、甲骨文公司（紐約證券交易所代碼：ORCL）、Snowflake Inc（紐約證券交易所代碼：SNOW）、Elastic NV（紐約證券交易所代碼：ESTC），將經歷顯著的增長軌跡分析師表示，在投資激增的推動下。
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.
艾夫斯將這種現象視爲 “人工智能軟件增長的初始浪潮”，預示着該行業將進入一個變革時期。英偉達公司（納斯達克股票代碼：NVDA）的黃延森和微軟的薩蒂亞·納德拉等先驅者領導了人工智能革命的第一波浪潮。現在，連鎖反應蔓延到整個科技領域，爲有能力利用這個新興市場的公司提供了大量機會。
Also Read: Nvidia Stock Trades At 13% Discount To Long-Term Average, Other AI Stocks At 52% Premium
另請閱讀：英偉達股票的交易價格比長期平均水平低13％，其他AI股票的溢價爲52％
Analyst Ratings & Price Targets
分析師評級和目標股價
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.
在艾夫斯強調的受益者中，微軟脫穎而出，是實現大幅增長的主要候選人。艾夫斯對微軟股票的評級爲跑贏大盤，目標股價爲500美元。同樣，MongoDB憑藉其創新的數據庫平台獲得了跑贏大盤的評級，目標股價爲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，並非所有公司都同樣做好了應對這一浪潮的準備。Snowflake在維持中性評級的同時，將Wedbush的目標股價定爲210美元。該評級表明，對其利用人工智能驅動的市場擴張的潛力持更加謹慎的看法。
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.
隨着企業越來越認識到人工智能技術的變革潛力，專家們預計對高級軟件解決方案的需求將激增。像Palantir、甲骨文和Elastic這樣的公司均被Wedbush Securities評爲跑贏大盤，它們都將自己定位爲在這個不斷變化的格局中蓬勃發展。
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.
預計的人工智能軟件支出將激增，這是科技行業巨大的增長催化劑。它可以推動各公司獲得前所未有的創新和擴張機會。
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