<p>来源: investing.com</p><p>周一，NVIDIA Corporation (NASDAQ:NVDA) 股价在巴克莱进行了价格目标调整，此前该公司进行了 10 比 1 的股票分拆，分拆生效时间为周五收盘后。新的价格目标设定为 145 美元，与之前的 1200 美元相比发生了显著变化。此调整同时保持了该公司对该股票的超配评级。</p><p>股票分拆导致股数和相应每股收益（EPS）的修订，进而导致更新的价格目标。巴克莱还将其对 NVIDIA 到 2025 年/2026 财年的收入预期上调至 1571 亿美元。</p><p>这一增长反映了预期的 250 亿美元的增量人工智能产品收入，这被称为主权人工智能机会，预计在未来一年内将显著加速。</p><p>巴克莱分析师指出，新的收入预测在分拆后基础上增加了约 0.61 美元的每股收益。将 40 倍市盈率（P/E）应用于 2025 年/2026 财年的新每股收益预估 3.62 美元，得出了 145 美元的价格目标。</p><p>此次更新是在上个月他们的报告中进行的，报告标题为 “ChatGDP: 量化主权人工智能”，重点介绍了人工智能行业的潜在增长以及 NVIDIA 利用这些发展的定位。</p><p>投资者和市场观察者可能会密切关注 NVIDIA 的表现，因为该公司适应市场条件并力求实现巴克莱制定的修订收入和每股收益预期。超配评级表明，巴克莱继续认为 NVIDIA 的股票相对于市场或行业可能是一个不错的投资。</p><p>最近，美国司法部和联邦贸易委员会（FTC）正在审查人工智能（AI）行业内的竞争动态，特别关注 Nvidia、OpenAI 和 Microsoft (NASDAQ:MSFT)。这可能导致对这些公司业务行为的调查。</p><p>与此同时，投资者对 Nvidia 进行了大量的空头头寸押注，达到约 340 亿美元，根据 S3 Partners 的数据。Nvidia 的财务表现和市场定位继续吸引关注，主要是由于对其先进人工智能处理器的强劲需求。</p><p>Nvidia 与微软、Meta Platforms (NASDAQ:META)、Alphabet (NASDAQ:GOOGL) 和 Amazon.com (NASDAQ:AMZN) 等其他科技巨头一起，显著影响了标普 500 指数今年超过 12% 的总回报。Nvidia 今年的涨幅为 147%，贡献了指数收益的约三分之一。然而，市场对这些主导性公司的依赖引发了投资者对市场潜在脆弱性的担忧。</p><p>美国司法部和 FTC 还同意对 Microsoft、OpenAI 和 Nvidia 在人工智能领域的活动进行反垄断调查。司法部将主要关注 Nvidia，调查潜在的反垄断法违规行为。</p><p>相比之下，FTC 将审查 OpenAI 和 Microsoft 的行为，包括 Microsoft 在 OpenAI 的盈利子公司中进行的 130 亿美元重大投资。这些发展突显了监管机构对这些公司在快速增长的人工智能领域中的主导地位的加强监管关注。</p><p>InvestingPro 洞察</p><p>鉴于 NVIDIA Corporation (NASDAQ:NVDA) 最近的股票分拆和巴克莱的修订价格目标，InvestingPro 的数据和建议为公司的财务状况和市场表现提供了进一步的见解。NVIDIA 拥有强大的 Piotroski 分数 9，表明财务状况良好，分析师们预测今年销售额增长，强调了巴克莱分享的积极展望。此外，有 37 位分析师上调了他们对未来时期的盈利预期，投资者对 NVIDIA 潜力的信心似乎正在增强。</p><p>从实时指标来看，NVIDIA 的市值达到了令人印象深刻的 2970.0 亿美元，反映了其巨大的市场份额。目前市盈率高达 70.61，表明投资者愿意为 NVIDIA 的增长前景支付溢价。此外，截至 2025 年第一季度，公司的收入在过去 12 个月中增长了惊人的 208.27%，与巴克莱乐观的收入预期相一致。</p><p>本文是在 AI 的支持下生成并由编辑审阅的。欲了解更多信息，请参阅我们的条款和条件。</p>

英伟达

<p>周一，英伟达公司（NASDAQ:NVDA）股票经历了巴克莱的价格目标调整，这是在周五市场收盘后生效的公司进行了 10 比 1 的股票分拆之后。新的价格目标已经设定为 145 美元，与之前的 1200 美元相比发生了显著变化。这一调整同时保持了该公司对该股票的超配评级。股票分拆需要修订股份数量和由此产生的每股收益（EPS），从而导致了更新的价格目标</p>

<p>Source: investing.com</p>
<div class="lb-trans"><p>来源: investing.com</p>
</div><p>On Monday, NVIDIA Corporation (NASDAQ:NVDA) shares experienced a price target adjustment by Barclays, following the company's 10-1 stock split which took effect after the market closed on Friday. The new price target has been set at $145, a significant change from the previous $1,200. This adjustment also maintains the firm's Overweight rating on the stock.</p>
<div class="lb-trans"><p>周一，NVIDIA Corporation (NASDAQ:NVDA) 股价在巴克莱进行了价格目标调整，此前该公司进行了 10 比 1 的股票分拆，分拆生效时间为周五收盘后。新的价格目标设定为 145 美元，与之前的 1200 美元相比发生了显著变化。此调整同时保持了该公司对该股票的超配评级。</p>
</div><p>The stock split necessitated a revision of the share count and the resulting earnings per share (EPS), leading to the updated price target. Barclays has also revised upward its revenue expectations for NVIDIA for calendar year 2025/fiscal year 2026 to $157.1 billion.</p>
<div class="lb-trans"><p>股票分拆导致股数和相应每股收益（EPS）的修订，进而导致更新的价格目标。巴克莱还将其对 NVIDIA 到 2025 年/2026 财年的收入预期上调至 1571 亿美元。</p>
</div><p>This increase reflects an anticipated $25 billion in incremental AI product revenue from what is termed the Sovereign AI opportunity, which is expected to accelerate significantly in the next year.</p>
<div class="lb-trans"><p>这一增长反映了预期的 250 亿美元的增量人工智能产品收入，这被称为主权人工智能机会，预计在未来一年内将显著加速。</p>
</div><p>The Barclays analyst noted that the new revenue projections add approximately $0.61 in EPS on a post-split basis. Applying the same 40x price-to-earnings (P/E) multiple to the new EPS estimate of $3.62 for CY25/FY26, the price target of $145 was determined.</p>
<div class="lb-trans"><p>巴克莱分析师指出，新的收入预测在分拆后基础上增加了约 0.61 美元的每股收益。将 40 倍市盈率（P/E）应用于 2025 年/2026 财年的新每股收益预估 3.62 美元，得出了 145 美元的价格目标。</p>
</div><p>This update comes after the firm's analysis in their report last month, titled &#34;ChatGDP: Sizing Sovereign AI,&#34; which highlighted the potential growth in the AI sector and NVIDIA's positioning to capitalize on these developments.</p>
<div class="lb-trans"><p>此次更新是在上个月他们的报告中进行的，报告标题为 “ChatGDP: 量化主权人工智能”，重点介绍了人工智能行业的潜在增长以及 NVIDIA 利用这些发展的定位。</p>
</div><p>Investors and market watchers will likely monitor NVIDIA's performance closely, as the company adapts to market conditions and aims to fulfill the revised revenue and EPS estimates set forth by Barclays. The Overweight rating suggests that Barclays continues to view NVIDIA's stock as a potentially good investment relative to the market or sector.</p>
<div class="lb-trans"><p>投资者和市场观察者可能会密切关注 NVIDIA 的表现，因为该公司适应市场条件并力求实现巴克莱制定的修订收入和每股收益预期。超配评级表明，巴克莱继续认为 NVIDIA 的股票相对于市场或行业可能是一个不错的投资。</p>
</div><p>In other recent news, the United States Department of Justice and the Federal Trade Commission (FTC) are scrutinizing the competitive dynamics within the artificial intelligence (AI) industry, with a particular focus on Nvidia, OpenAI, and Microsoft (NASDAQ:MSFT). This could potentially lead to investigations into these companies' business practices.</p>
<div class="lb-trans"><p>最近，美国司法部和联邦贸易委员会（FTC）正在审查人工智能（AI）行业内的竞争动态，特别关注 Nvidia、OpenAI 和 Microsoft (NASDAQ:MSFT)。这可能导致对这些公司业务行为的调查。</p>
</div><p>In tandem, investors have placed significant short bets against Nvidia, reaching approximately $34 billion, according to S3 Partners. Nvidia's financial performance and market positioning continue to draw attention, largely due to the robust demand for its advanced AI processors.</p>
<div class="lb-trans"><p>与此同时，投资者对 Nvidia 进行了大量的空头头寸押注，达到约 340 亿美元，根据 S3 Partners 的数据。Nvidia 的财务表现和市场定位继续吸引关注，主要是由于对其先进人工智能处理器的强劲需求。</p>
</div><p>Nvidia, along with other tech giants like Microsoft, Meta Platforms (NASDAQ:META), Alphabet (NASDAQ:GOOGL), and Amazon.com (NASDAQ:AMZN), have significantly influenced the S&amp;P 500's total return of over 12% for the year. Nvidia's 147% increase this year has contributed about a third of the index's gain. However, the market's dependence on these dominant players has raised concerns among investors about potential market vulnerability.</p>
<div class="lb-trans"><p>Nvidia 与微软、Meta Platforms (NASDAQ:META)、Alphabet (NASDAQ:GOOGL) 和 Amazon.com (NASDAQ:AMZN) 等其他科技巨头一起，显著影响了标普 500 指数今年超过 12% 的总回报。Nvidia 今年的涨幅为 147%，贡献了指数收益的约三分之一。然而，市场对这些主导性公司的依赖引发了投资者对市场潜在脆弱性的担忧。</p>
</div><p>The US Justice Department and the FTC have also agreed to launch antitrust investigations into the activities of Microsoft, OpenAI, and Nvidia in the AI sector. The Justice Department will primarily focus on Nvidia, probing potential antitrust law violations.↳</p>
<div class="lb-trans"><p>美国司法部和 FTC 还同意对 Microsoft、OpenAI 和 Nvidia 在人工智能领域的活动进行反垄断调查。司法部将主要关注 Nvidia，调查潜在的反垄断法违规行为。</p>
</div><p>In contrast, the FTC will examine the conduct of both OpenAI and Microsoft, including Microsoft's significant $13 billion investment in a profit-oriented subsidiary of OpenAI. These developments highlight the increased regulatory attention on the dominance of these companies in the rapidly growing field of AI.</p>
<div class="lb-trans"><p>相比之下，FTC 将审查 OpenAI 和 Microsoft 的行为，包括 Microsoft 在 OpenAI 的盈利子公司中进行的 130 亿美元重大投资。这些发展突显了监管机构对这些公司在快速增长的人工智能领域中的主导地位的加强监管关注。</p>
</div><p>InvestingPro Insights</p>
<div class="lb-trans"><p>InvestingPro 洞察</p>
</div><p>In light of NVIDIA Corporation's (NASDAQ:NVDA) recent stock split and Barclays' revised price target, InvestingPro data and tips offer further insight into the company's financial health and market performance. NVIDIA boasts a formidable Piotroski Score of 9, indicating strong financial conditions, and analysts are forecasting sales growth in the current year, underscoring the positive outlook shared by Barclays. Additionally, with 37 analysts revising their earnings upwards for the upcoming period, investor confidence in NVIDIA's potential seems to be growing.</p>
<div class="lb-trans"><p>鉴于 NVIDIA Corporation (NASDAQ:NVDA) 最近的股票分拆和巴克莱的修订价格目标，InvestingPro 的数据和建议为公司的财务状况和市场表现提供了进一步的见解。NVIDIA 拥有强大的 Piotroski 分数 9，表明财务状况良好，分析师们预测今年销售额增长，强调了巴克莱分享的积极展望。此外，有 37 位分析师上调了他们对未来时期的盈利预期，投资者对 NVIDIA 潜力的信心似乎正在增强。</p>
</div><p>Looking at the real-time metrics, NVIDIA's market capitalization stands at an impressive $2970.0B USD, reflecting its substantial market presence. The P/E ratio is currently high at 70.61, suggesting a premium valuation that investors are willing to pay for NVIDIA's growth prospects. Moreover, the company's revenue has seen a staggering growth rate of 208.27% over the last twelve months as of Q1 2025, which aligns with Barclays' optimistic revenue expectations.</p>
<div class="lb-trans"><p>从实时指标来看，NVIDIA 的市值达到了令人印象深刻的 2970.0 亿美元，反映了其巨大的市场份额。目前市盈率高达 70.61，表明投资者愿意为 NVIDIA 的增长前景支付溢价。此外，截至 2025 年第一季度，公司的收入在过去 12 个月中增长了惊人的 208.27%，与巴克莱乐观的收入预期相一致。</p>
</div><p>For those seeking a deeper analysis, InvestingPro offers additional tips on NVIDIA's stock performance and financials. With the use of coupon code PRONEWS24, readers can obtain an additional 10% off a yearly or biyearly Pro and Pro+ subscription, gaining access to exclusive insights that could further inform investment decisions. There are 23 more InvestingPro Tips available, providing a comprehensive understanding of NVIDIA's market dynamics.</p>
<p>This article was generated with the support of AI and reviewed by an editor. For more information see our T&amp;C.</p>
<div class="lb-trans"><p>对于那些寻求更深入分析的人，InvestingPro 提供了有关 NVIDIA 股票表现和财务状况的额外建议。通过使用优惠代码 PRONEWS24，读者可以在年度或两年期 Pro 和 Pro+ 订阅上额外获得 10% 的折扣，获取独家见解，进一步指导投资决策。还有 23 条 InvestingPro 提示可供选择，全面了解 NVIDIA 的市场动态。</p>
<p>本文是在 AI 的支持下生成并由编辑审阅的。欲了解更多信息，请参阅我们的条款和条件。</p>
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英伟达股票在拆股后获得新的目标价，巴克莱银行仍然持乐观态度