<p><strong>Nvidia</strong> 股价在进行 10 次拆分后飙升至创纪录高位。在这次涨幅之后，它成为了全球市值最高的股票。另一家芯片巨头 <strong>Broadcom</strong> 虽然距离这样的成就还有一段距离，但自宣布自家拆分以来股价也大幅上涨。</p>
<p>鉴于这些反应，其他宣布股票拆分的人工智能股票可能会迎来类似的走势。投资者面临的问题是哪些股票会采取这样的举措。虽然这个问题的答案尚未明朗，但以下股票可能会出现类似的涨幅：</p>
<h2>超微电脑</h2>
<p>也许并不奇怪，Nvidia 合作伙伴 <strong>Super Micro Computer</strong>（SMCI 1.95%）可能会成为一个股票拆分的候选者。尽管拥有全球影响力并自 2007 年以来交易，但它是一个在行业之外鲜为人知的服务器制造商。</p>
<p>当它与 Nvidia 宣布合作时，情况发生了变化。因此，Supermicro 的股价在过去一年中表现优于 Nvidia。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/d02be2968fec8f8e47ef29af2a7998fe.png?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://media.ycharts.com/charts/d02be2968fec8f8e47ef29af2a7998fe.png"/></p>
<p>SMCI 数据来源：YCharts。</p>
<p>这一涨幅曾在三月份将其股价暂时推高至 1,000 美元以上，尽管有这一涨势，它可能被认为是 <em>被低估的</em>。</p>
<p>由于预计今年营收增长将达到 110%，分析师预测每股净收入将接近 24 美元。考虑到其四年前的股价仅为 24 美元，这是相当了不起的成就。</p>
<p>尽管有这一涨幅，超微电脑的市盈率为 52，鉴于增长率，这是一个较低的估值。这种增长以及拆分后可能出现的更低名义股价可能是 Supermicro 继续走高所需的动力。</p>
<h2>阿斯麦</h2>
<p><strong>ASML</strong>（ASML 2.13%）仍然是一个相对不知名的半导体股票。尽管如此，它是最关键的芯片公司之一，因为它制造最先进的极紫外光刻（EUV）机器。</p>
<p>因此，像 <strong>台积电</strong> 和三星这样的制造商需要其机器来制造他们的尖端芯片。</p>
<p>此外，各国希望将更多制造业转移出台湾，这个生产全球约三分之二芯片的岛屿。这种担忧导致数百亿美元的补贴流入 ASML 所在的行业。</p>
<p>对芯片的人工智能驱动需求对 ASML 成为一项福利，因为芯片制造商争相增加产能。寻求从人工智能繁荣中获利的投资者推高了其股价，截至目前，其股价已上涨超过 430%，达到约 1,050 美元。</p>
<p>这一上涨使市盈率达到 54，然而，对极紫外光刻机的需求可能意味着其长期增长仍在继续，未来很可能会进行拆分，提高 ASML 短期内走高的机会。</p>
<h2>微软</h2>
<p>作为最大的云服务提供商之一，<strong>Microsoft</strong>（MSFT 0.73%）在运行人工智能应用程序中扮演着关键角色。它是与 OpenAI 建立联盟的公司之一，OpenAI 的 ChatGPT 平台使其成为一个更为关键的人工智能公司。</p>
<p>这导致投资者在过去一年中将股价提高了超过 30%，使微软在大部分时间内拥有全球最大的市值。</p>
<p>在其价值不断上升的情况下，该公司仍然以约 450 美元的价格交易，这可能不会激发大多数公司在当今市场上拆分股票。</p>
<p>然而，投资者经常忽视它是 <strong>道琼斯工业平均指数</strong> 的 30 个成分之一。由于这是一个价格加权指数，更高的名义价格使得微软在道琼斯指数中具有不成比例的影响力。因此，当股价变高时，该指数往往会迫使其成员拆分股票。</p>
<p>鉴于受益于 Nvidia 和 Broadcom 的提振，这种压力可能是一种幸事。股票拆分可能会给微软投资者一个理由，尽管其市盈率为 39，但可能意味着拆分会更早发生。</p>

博通

阿斯麦

超微电脑

<p>Nvidia 和 Broadcom 已经进行了股票拆分，导致它们的股价创下历史新高。超微电脑、阿斯麦和微软是潜在的股票拆分候选公司，这可能进一步提高它们的股价。超微电脑的营收增长和低估值使其成为一个有前途的选择。阿斯麦在芯片制造中的角色以及对其设备需求的增加支持其潜在增长。微软被纳入道琼斯工业平均指数可能会迫使其进行股票拆分，从而使投资者受益</p>

<p><strong>Nvidia</strong> stock soared to record highs following its 10-for-1 split. Following that increase, it became the stock with the world's largest market cap. Another chip giant, <strong>Broadcom</strong>, is far from such an achievement but has shot higher since announcing its own split.</p>
<div class="lb-trans"><p><strong>Nvidia</strong> 股价在进行 10 次拆分后飙升至创纪录高位。在这次涨幅之后，它成为了全球市值最高的股票。另一家芯片巨头 <strong>Broadcom</strong> 虽然距离这样的成就还有一段距离，但自宣布自家拆分以来股价也大幅上涨。</p>
</div><p>Given those reactions, such a move could be next for other AI stocks that announce stock splits. The question for investors is which stocks will make such a move. While the answer to that question remains to be seen, a similar increase could happen for the following stocks:</p>
<div class="lb-trans"><p>鉴于这些反应，其他宣布股票拆分的人工智能股票可能会迎来类似的走势。投资者面临的问题是哪些股票会采取这样的举措。虽然这个问题的答案尚未明朗，但以下股票可能会出现类似的涨幅：</p>
</div><h2>Super Micro Computer</h2>
<div class="lb-trans"><h2>超微电脑</h2>
</div><p>Perhaps it's no surprise that Nvidia partner <strong>Super Micro Computer</strong>(SMCI 1.95%) should emerge as a stock-split candidate. Despite a worldwide reach and a stock that has traded since 2007, it was a server manufacturer largely unknown outside its industry.</p>
<div class="lb-trans"><p>也许并不奇怪，Nvidia 合作伙伴 <strong>Super Micro Computer</strong>（SMCI 1.95%）可能会成为一个股票拆分的候选者。尽管拥有全球影响力并自 2007 年以来交易，但它是一个在行业之外鲜为人知的服务器制造商。</p>
</div><p>That changed when it and Nvidia announced a partnership. Consequently, Supermicro stock has outperformed Nvidia's over the last year.</p>
<div class="lb-trans"><p>当它与 Nvidia 宣布合作时，情况发生了变化。因此，Supermicro 的股价在过去一年中表现优于 Nvidia。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/d02be2968fec8f8e47ef29af2a7998fe.png" alt="" original-src="https://media.ycharts.com/charts/d02be2968fec8f8e47ef29af2a7998fe.png"/></p>
<p>SMCI data by YCharts.</p>
<div class="lb-trans"><p>SMCI 数据来源：YCharts。</p>
</div><p>The increase briefly took its share price above $1,000 in March, and despite the surge, it could be <em>undervalued</em>.</p>
<div class="lb-trans"><p>这一涨幅曾在三月份将其股价暂时推高至 1,000 美元以上，尽管有这一涨势，它可能被认为是 <em>被低估的</em>。</p>
</div><p>Thanks to revenue growth estimated to reach 110% this year, analysts forecast nearly $24 per share in net income. That is quite a feat, considering that its share price was $24 as recently as four years ago.</p>
<div class="lb-trans"><p>由于预计今年营收增长将达到 110%，分析师预测每股净收入将接近 24 美元。考虑到其四年前的股价仅为 24 美元，这是相当了不起的成就。</p>
</div><p>Despite that increase, Supermicro's price-to-earnings (P/E) ratio is 52, which is a low valuation given the growth rate. That growth and the possible catalyst of a lower nominal share price after a split could be what Supermicro needs to keep moving higher.</p>
<div class="lb-trans"><p>尽管有这一涨幅，超微电脑的市盈率为 52，鉴于增长率，这是一个较低的估值。这种增长以及拆分后可能出现的更低名义股价可能是 Supermicro 继续走高所需的动力。</p>
</div><h2>ASML</h2>
<div class="lb-trans"><h2>阿斯麦</h2>
</div><p><strong>ASML</strong>(ASML 2.13%) remains a relatively unknown semiconductor stock. Nonetheless, it is one of the most crucial chip companies because it builds the most advanced extreme ultraviolet lithography (EUV) machines.</p>
<div class="lb-trans"><p><strong>ASML</strong>（ASML 2.13%）仍然是一个相对不知名的半导体股票。尽管如此，它是最关键的芯片公司之一，因为它制造最先进的极紫外光刻（EUV）机器。</p>
</div><p>Hence, manufacturers such as <strong>Taiwan Semiconductor</strong> and Samsung need its machines to make their cutting-edge chips.</p>
<div class="lb-trans"><p>因此，像 <strong>台积电</strong> 和三星这样的制造商需要其机器来制造他们的尖端芯片。</p>
</div><p>Moreover, countries want to move more manufacturing away from Taiwan, the island that produces about two-thirds of the world's chips. That fear has led to tens of billions in subsidies going into ASML's industry.</p>
<div class="lb-trans"><p>此外，各国希望将更多制造业转移出台湾，这个生产全球约三分之二芯片的岛屿。这种担忧导致数百亿美元的补贴流入 ASML 所在的行业。</p>
</div><p>The AI-driven demand for chips has become a boon to ASML as chip fabricators scramble to increase capacity. Investors looking to capitalize on the AI boom have bid its stock price higher, and it is up more than 430% over the last five years, taking its stock price to around $1,050 as of this writing.</p>
<div class="lb-trans"><p>对芯片的人工智能驱动需求对 ASML 成为一项福利，因为芯片制造商争相增加产能。寻求从人工智能繁荣中获利的投资者推高了其股价，截至目前，其股价已上涨超过 430%，达到约 1,050 美元。</p>
</div><p>The run-up has taken the P/E to a lofty 54. Nonetheless, the demand for EUV machines likely means its long-term growth continues, and a split in the near future improves the chances of ASML moving higher in the short term as well.</p>
<div class="lb-trans"><p>这一上涨使市盈率达到 54，然而，对极紫外光刻机的需求可能意味着其长期增长仍在继续，未来很可能会进行拆分，提高 ASML 短期内走高的机会。</p>
</div><h2>Microsoft</h2>
<div class="lb-trans"><h2>微软</h2>
</div><p>As one of the largest cloud providers, <strong>Microsoft</strong>(MSFT 0.73%) plays a key role in running AI applications. It was one of the companies that built an alliance with OpenAI, whose ChatGPT platform makes it a more crucial AI company.</p>
<div class="lb-trans"><p>作为最大的云服务提供商之一，<strong>Microsoft</strong>（MSFT 0.73%）在运行人工智能应用程序中扮演着关键角色。它是与 OpenAI 建立联盟的公司之一，OpenAI 的 ChatGPT 平台使其成为一个更为关键的人工智能公司。</p>
</div><p>That led investors to bid the stock price higher by more than 30% over the last year, giving Microsoft the world's largest market cap for most of the year.</p>
<div class="lb-trans"><p>这导致投资者在过去一年中将股价提高了超过 30%，使微软在大部分时间内拥有全球最大的市值。</p>
</div><p>Amid its rising value, the company still trades at around $450 per share, which might not inspire most companies to split shares in today's market.</p>
<div class="lb-trans"><p>在其价值不断上升的情况下，该公司仍然以约 450 美元的价格交易，这可能不会激发大多数公司在当今市场上拆分股票。</p>
</div><p>However, investors often forget that it is one of the 30 components of the <strong>Dow Jones Industrial Average</strong>. Since that is a price-weighted index, a higher nominal price gives Microsoft a disproportionate influence over the Dow. Thus, the index tends to pressure its members to split their stocks when the price becomes high.</p>
<div class="lb-trans"><p>然而，投资者经常忽视它是 <strong>道琼斯工业平均指数</strong> 的 30 个成分之一。由于这是一个价格加权指数，更高的名义价格使得微软在道琼斯指数中具有不成比例的影响力。因此，当股价变高时，该指数往往会迫使其成员拆分股票。</p>
</div><p>Given the bump that benefited Nvidia and Broadcom, such pressure could be a blessing in disguise. A stock split could give Microsoft investors a reason to bid its stock higher despite its 39 P/E ratio, possibly meaning a split will happen sooner rather than later.</p>
<div class="lb-trans"><p>鉴于受益于 Nvidia 和 Broadcom 的提振，这种压力可能是一种幸事。股票拆分可能会给微软投资者一个理由，尽管其市盈率为 39，但可能意味着拆分会更早发生。</p>
</div>

Nvidia Just Executed a 10-for-1 Stock Split. 3 Artificial Intelligence (AI) Stocks That Could be Next.

- Nvidia stock soared to record highs following its 10-for-1 split, becoming the stock with the world's largest market cap.
- Super Micro Computer (SMCI) could be a stock-split candidate, as its stock has outperformed Nvidia's and is undervalued with a low P/E ratio.
- ASML, a crucial chip company, has seen its stock price rise due to the AI-driven demand for chips and could benefit from a split in the near future.
- Microsoft, as a key player in running AI applications, might face pressure to split its stock due to its influence over the Dow Jones Industrial Average. This could lead to a higher stock price despite its current P/E ratio.

英伟达刚刚进行了 1 拆 10 的股票分割。接下来可能进行股票分割的 3 只人工智能（AI）股票