2 Canadian AI Stocks Poised for Significant Gains
2 Canadian AI Stocks Poised for Significant Gains
The artificial intelligence (AI) bull market will not stop anytime soon because even though most investors don't fully understand the AI technologies they are investing in, the momentum is too significant and substantial to ignore.
人工智能(AI) 牛市 它不會很快停止,因爲儘管大多數投資者並不完全理解他們所投資的人工智能技術,但這個勢頭實在是太顯著和重要,無法被忽視。
This is also true for many stocks representing companies that are purely AI-oriented or built around an AI product and, to an extent, other companies that are not built around AI but have integrated it extensively enough or serve a significant purpose in the AI economy.
這對許多代表純粹以人工智能爲導向或圍繞人工智能產品構建的公司的股票同樣適用,此外還有一些沒有圍繞人工智能構建,但已經足夠廣泛地整合了人工智能或者在人工智能經濟中發揮重要作用的公司。
The semiconductor giant Nvidia from the U.S. and a novel AI hardware solution provider, POET Technologies, are examples of the latter. But there are many AI stocks, or more accurately, tech stocks, that have repositioned themselves for the AI market and are still flying under the radar. Two such stocks might be poised for significant gains in 2025.
來自美國的半導體巨頭英偉達和一家新型人工智能硬件解決方案提供商POEt Technologies就是後者的例子。但是還有許多人工智能股票,或者更準確地說是科技股票,它們已經爲人工智能市場重新定位,並且仍然在雷達下飛行。兩隻這樣的股票可能在2025年有顯著的上漲潛力。
A digital experience company
一家數字體驗公司
Coveo Solutions (TSX:CVO) was established in 2004 and joined the stock market at the end of 2021. From the beginning, the company has been around developing digital experiences for a wide range of businesses and offering a range of solutions built around this business stream.
Coveo Solutions(TSX:CVO)成立於2004年,並在2021年末加入股市。從一開始,該公司便專注於爲廣泛的企業開發數字體驗,並提供圍繞該業務領域構建的一系列解決方案。
It also claims to have been a company in the AI space for at least a decade, which indicates that it has been an area of focus for it for 10 years, making it a mature player in the industry.
它還聲稱在人工智能領域已經存在了至少十年,這表明這一直是它十年來關注的領域,使其成爲該行業的一名成熟參與者。
They offer an AI-powered digital experience platform to a range of businesses and have an impressive portfolio of corporate clients.
他們爲多家企業提供基於人工智能的數字體驗平台,並擁有令人印象深刻的企業客戶組合。
However, these strengths haven't genuinely manifested in the stock's performance yet. It experienced a few bullish runs, but they didn't last long. It's trading at a 62% discount from its inception price. But things might be changing for the better. The stock is steadily improving its financials, has recently expanded its partnership with SAP, and is trading way below its target price, as per multiple experts.
然而,這些優勢尚未在股票表現中真正體現出來。它經歷了幾次看好的上漲,但持續的時間不長。現在的交易價格比其首次報價低62%。不過,情況可能正在好轉。根據多位專家的意見,該股票的財務狀況正在穩步改善,最近與SAP擴展了合作關係,並且交易價格遠低於目標價。
A customer experience company
客戶體驗公司
Telus Digital (TSX:TIXT), formerly Telus International, focuses on customer experiences (CX). This makes their offering similar to Coveo, which means similar AI opportunities, but there is an AI differentiator as well. They offer AI data solutions to businesses to help them train their AI models, a service highly in demand in today's market. This is also the most rapidly growing revenue segment for the company.
泰勒斯數字(TSX:TIXT),前身爲泰勒斯國際,專注於客戶體驗(CX)。這使得他們的產品與Coveo類似,這意味着有類似的人工智能機會,但也有人工智能的差異化。他們爲企業提供人工智能數據解決方案,幫助它們訓練自己的人工智能模型,這在當今市場上需求量很高。這也是公司營業收入增長最快的部分。
Despite its strong operational prospects, the stock has been weak since inception and is currently trading at a brutal 88% discount from its price at the inception. It experienced another slump following a fact-checking news announcement by a social media giant.
儘管其運營前景強勁,但該股票自首次上市以來表現不佳,目前的交易價格較首次上市價格低88%。在一家社交媒體巨頭發佈事實覈查消息後,其股價又經歷了一次下滑。
However, one thing that gives us hope that the stock is ready for gains (other than its AI focus) is significant insider trading (both individuals and parent companies). A concerning fact is that less than 2% of the company is held by individual traders; the rest are private companies and institutions.
然而,讓我們對這隻股票準備獲得收益感到希望的一件事(除了其人工智能焦點)是顯著的內部交易(包括個人和母公司)。一個令人擔憂的事實是,少於2%的公司股份由個人交易者持有;其餘的都是私營公司和機構。
Foolish takeaway
愚蠢的看法
The two tech stocks are brutally discounted right now despite their heavy overlap phase. They also have similar core focuses (digital/customer experience). The chances of these stocks gaining traction in 2025 are decent, but if they do, the level of returns the stocks might offer can be quite significant.
這兩者 科技股票相比 儘管它們在重疊階段被大幅折扣,但這些股票目前的折扣很大。它們的核心關注點(數字/客戶體驗)也相似。這些股票在2025年獲得吸引力的機會不錯,但如果獲得吸引力,股票可能提供的回報水平會非常可觀。
譯文內容由第三人軟體翻譯。
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