<p>市场关注的重点现在主要集中在科技行业，特别是与人工智能相关的股票，以及其在全球经济中快速普及和扩张。当描述这种环境时，一个股票应该会浮现在脑海中，那就是 <strong>英伟达公司（NVIDIA Co. NASDAQ: NVDA）</strong>，这家公司在本季度曾一度成为市值最高的公司，达到了 3.3 万亿美元。</p>
<p>然而，华尔街似乎正在从英伟达的炒作中转移目光，转向半导体行业中其他关键公司，这些公司在推动人工智能发展议程方面投入了大量资金。投资者可以通过避开涌向英伟达的群众，即使是在创历史新高时，看到更多增长、更便宜的估值和更大的上行空间。</p>
<p>这些股票包括 <strong>Allegro Microsystems Inc.（NASDAQ: ALGM）</strong> 和 <strong>Synaptics Inc.（NASDAQ: SYNA）</strong>。今天，投资者将关注市场通常关注的两个广泛关注的指标，以选择惩罚或奖励哪些公司。开始的最佳方式是评估半导体之王英伟达今天的处境。</p>
<h2><strong>潮流转变：英伟达股票的意外变化</strong></h2>
<p>英伟达股票过去一年在股市中表现第二好，表现出色，涨幅达 154%。这是当之无愧的，因为大部分人工智能支出预算都流向了这家公司领先的半导体技术。然而，这个行业的限制在于周期性。</p>
<p>芯片行业的周期性比大多数人意识到的要强，支出和发展处于周期的两端。英伟达在宣布新芯片之前主导了发展周期，这启动了来自其客户（如 <strong>苹果公司（NASDAQ: AAPL）</strong> 等）的支出周期。这种新支出使股价达到了创纪录的估值。</p>
<p>但现在发展周期又回来了，华尔街知道派对可能即将结束。新街分析师皮埃尔·费拉古（Pierre Ferragu）刚刚将英伟达的评级从买入调降为中性，称股价在当前估值下已成为一个问题，他并没有错。</p>
<p>估值倍数通常是由每股收益（EPS）增长率所支持和证实的，而英伟达过去曾有很高的 EPS 增长率。今天，英伟达分析师预计未来 12 个月的 EPS 增长率仅为 25.3%，虽然仍然很高，但不及 <strong>博通公司（NASDAQ: AVGO）</strong> 及其 32.4% 的预期。</p>
<p>市场为英伟达的 25.3% EPS 增长付出了 37.3 倍的前瞻市盈率。以此增长和倍数作为基准，Synaptics 和 Allegro Microsystems 看起来更划算。</p>
<h2><strong>Synaptics 股票：机构投资者的首选</strong></h2>
<p>在过去的 12 个月里，高达 4.424 亿美元的机构资金流入了 Synaptics 股票，将其机构持股比率提高到了 99.4%。这种高机构认可度是对那些希望从英伟达分散投资的人的信心投票。</p>
<p>当然，这种购买是由同样的指标所证明的，这些指标让费拉古远离了英伟达。Susquehanna 的人看到每股 135 美元的估值，挑战 Synaptics 股票从今天的交易水平上涨 55.3%，这只是其 52 周高位水平的 72%。</p>
<p>支持这些价格目标的是对今年高达 70.8% 的 EPS 增长的预测，几乎是英伟达的三倍。尽管这家公司的增长预期比英伟达更为激进，但其估值要低得多；以 23.2 倍的前瞻市盈率，Synaptics 比英伟达的 37.3 倍估值折让了 37.8%。</p>
<p>从市净率（P/B）的角度来看，折让幅度甚至太大，无法用百分比来表示。今天，英伟达的市净率为 61.8 倍，而 Synaptics 的市净率仅为 2.8 倍。</p>
<h2><strong>Allegro Microsystems 股票：具有不可抗拒增长的折扣宝石</strong></h2>
<p>这只股票仅交易于其 52 周高位的 58%，这使其成为市场今天不容错过的折扣。华尔街预测未来 12 个月的 EPS 增长率将超过 160%，远高于看涨者现在对英伟达股票的预期。</p>
<p>从逻辑上讲，这只股票应该因其预期增长而获得溢价估值。然而，情况并非如此，因为它比英伟达更不受欢迎。Allegro Microsystems 的前瞻市盈率为 27.2 倍，比英伟达今天的 37.3 倍估值折让了 27.1%。</p>
<p>知道这只股票存在增长与价值的背离后，先锋集团截至 2024 年 5 月将其在 Allegro Microsystems 股票中的持股增加了 13.5%，这将资产管理者的净投资增至 2.265 亿美元。</p>
<p>与 Synaptics 一样，Allegro Microsystems 的市净率远低于英伟达，相差 4.8 倍与 61.8 倍。投资者现在需要做功课，弄清楚那位预测英伟达顶峰的分析师是否正确，以及这两只股票是否值得在资金流出英伟达时转向它们。</p>
<p>→ 红色警报：你的资金消失了 - 银行的贪婪释放！（来自 Priority Gold）（广告）</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD04NTM2?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://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD04NTM2"/></p>
<h2>现在是否值得投资 1000 美元购买苹果股票？</h2>
<p>在考虑苹果股票之前，您可能希望听听这个。</p>
<p>MarketBeat 每天跟踪华尔街评级最高、表现最佳的研究分析师以及他们向客户推荐的股票。MarketBeat 已经确定了五只顶级分析师悄悄告诉客户在更广泛市场注意之前购买的股票...而苹果不在这份名单上。</p>
<p>虽然苹果目前在分析师中有 “中等买入” 评级，但顶级分析师认为这五只股票是更好的选择。</p>
<p>查看这五只股票</p>

英伟达

半导体 3 倍做多 - Direxion

<p>两家半导体公司，Allegro Microsystems Inc. (ALGM) 和 Synaptics Inc. (SYNA)，相较于 NVIDIA (NVDA) 更受投资者青睐。尽管 NVIDIA 的表现强劲，但其当前估值和预期每股收益增长引发了担忧。相比之下，Synaptics 和 Allegro Microsystems 提供了更具吸引力的估值和更高的增长率。Synaptics 获得了较高的机构认可，并预计其每股收益增长率可达 70.8%。Allegro Microsystems 价格折让，并预计未来 12 个月的每股收益增长率将超过 160%</p>

<p>The lion's share of market attention is now mainly concentrated in the technology sector, particularly around stocks related to artificial intelligence and its quick rise to adoption and expansion in the global economy. One stock should come to mind when this environment is described, and that is <strong>NVIDIA Co. NASDAQ: NVDA</strong>, a company that briefly became the most valuable company at $3.3 trillion this quarter.</p>
<div class="lb-trans"><p>市场关注的重点现在主要集中在科技行业，特别是与人工智能相关的股票，以及其在全球经济中快速普及和扩张。当描述这种环境时，一个股票应该会浮现在脑海中，那就是 <strong>英伟达公司（NVIDIA Co. NASDAQ: NVDA）</strong>，这家公司在本季度曾一度成为市值最高的公司，达到了 3.3 万亿美元。</p>
</div><p>However, Wall Street seems to be shifting away from NVIDIA's hype and into other crucial companies in the semiconductor industry that are heavily invested in pushing the artificial intelligence development agenda throughout the global economy. Investors can see more growth, a cheaper valuation, and more upside by avoiding the masses headed to NVIDIA, even at all-time highs.</p>
<div class="lb-trans"><p>然而，华尔街似乎正在从英伟达的炒作中转移目光，转向半导体行业中其他关键公司，这些公司在推动人工智能发展议程方面投入了大量资金。投资者可以通过避开涌向英伟达的群众，即使是在创历史新高时，看到更多增长、更便宜的估值和更大的上行空间。</p>
</div><p>These stocks include <strong>Allegro Microsystems Inc. NASDAQ: ALGM</strong> and <strong>Synaptics Inc. NASDAQ: SYNA</strong>. Today, investors will focus on two widely followed metrics that the market typically pays attention to when choosing which companies to punish or reward. What better way to start than by gauging where the king of semiconductors, NVIDIA, stands today?</p>
<div class="lb-trans"><p>这些股票包括 <strong>Allegro Microsystems Inc.（NASDAQ: ALGM）</strong> 和 <strong>Synaptics Inc.（NASDAQ: SYNA）</strong>。今天，投资者将关注市场通常关注的两个广泛关注的指标，以选择惩罚或奖励哪些公司。开始的最佳方式是评估半导体之王英伟达今天的处境。</p>
</div><h2><strong>The Tide Shifts: Unexpected Changes for NVIDIA Stock</strong></h2>
<div class="lb-trans"><h2><strong>潮流转变：英伟达股票的意外变化</strong></h2>
</div><p>NVIDIA stock has been the second-best performer in the stock market for the past year, pushing out a stellar 154% performance. This is well deserved, as most of the artificial intelligence spending budget went to this company’s leading semiconductor technology. The caveat to this industry, though, is cyclicality.</p>
<div class="lb-trans"><p>英伟达股票过去一年在股市中表现第二好，表现出色，涨幅达 154%。这是当之无愧的，因为大部分人工智能支出预算都流向了这家公司领先的半导体技术。然而，这个行业的限制在于周期性。</p>
</div><p>The chips industry is more cyclical than most realize, as spending and development are the opposite ends of the cycle. NVIDIA dominated the development cycle before announcing its new chips, which started the spending cycle from its customers, such as <strong>Apple Inc. NASDAQ: AAPL</strong> and others. This new spending sent the stock into a record valuation.</p>
<div class="lb-trans"><p>芯片行业的周期性比大多数人意识到的要强，支出和发展处于周期的两端。英伟达在宣布新芯片之前主导了发展周期，这启动了来自其客户（如 <strong>苹果公司（NASDAQ: AAPL）</strong> 等）的支出周期。这种新支出使股价达到了创纪录的估值。</p>
</div><p>But now the development cycle is back, and Wall Street knows that the party could be about to wrap up for NVIDIA stock. New Street analyst Pierre Ferragu just rated NVIDIA as neutral, down from a buy, quoting that the stock is now a concern at its current valuations, and he’s not wrong.</p>
<div class="lb-trans"><p>但现在发展周期又回来了，华尔街知道派对可能即将结束。新街分析师皮埃尔·费拉古（Pierre Ferragu）刚刚将英伟达的评级从买入调降为中性，称股价在当前估值下已成为一个问题，他并没有错。</p>
</div><p>Valuation multiples are typically justified and backed by earnings per share (EPS) growth rates, which NVIDIA used to have a lot of. Today, NVIDIA analysts expect to see only 25.3% EPS growth for the next 12 months, which, while still high, is not the same as <strong>Broadcom Inc. NASDAQ: AVGO</strong> and its 32.4% projection.</p>
<div class="lb-trans"><p>估值倍数通常是由每股收益（EPS）增长率所支持和证实的，而英伟达过去曾有很高的 EPS 增长率。今天，英伟达分析师预计未来 12 个月的 EPS 增长率仅为 25.3%，虽然仍然很高，但不及 <strong>博通公司（NASDAQ: AVGO）</strong> 及其 32.4% 的预期。</p>
</div><p>The market is paying 37.3x forward P/E for NVIDIA’s 25.3% EPS growth. Using this growth and multiple as a benchmark, Synaptics and Allegro Microsystems look like a much better deal.</p>
<div class="lb-trans"><p>市场为英伟达的 25.3% EPS 增长付出了 37.3 倍的前瞻市盈率。以此增长和倍数作为基准，Synaptics 和 Allegro Microsystems 看起来更划算。</p>
</div><h2><strong>Synaptics Stock: The Favorite Pick for Institutional Investors</strong></h2>
<div class="lb-trans"><h2><strong>Synaptics 股票：机构投资者的首选</strong></h2>
</div><p>Over the past 12 months, up to $442.4 million of institutional capital flowed into Synaptics stock, increasing its institutional ownership rate to 99.4%. This high institutional approval is a vote of confidence for those looking to diversify away from NVIDIA.</p>
<div class="lb-trans"><p>在过去的 12 个月里，高达 4.424 亿美元的机构资金流入了 Synaptics 股票，将其机构持股比率提高到了 99.4%。这种高机构认可度是对那些希望从英伟达分散投资的人的信心投票。</p>
</div><p>Of course, this buying is justified by the same metrics that drew Ferragu away from NVIDIA. Those at Susquehanna see a valuation of $135 a share, daring Synaptics stock to rally by 55.3% from where it trades today, which is only 72% of its 52-week high level.</p>
<div class="lb-trans"><p>当然，这种购买是由同样的指标所证明的，这些指标让费拉古远离了英伟达。Susquehanna 的人看到每股 135 美元的估值，挑战 Synaptics 股票从今天的交易水平上涨 55.3%，这只是其 52 周高位水平的 72%。</p>
</div><p>Backing these price targets is the forecast for up to 70.8% EPS growth for the year, almost three times as much as NVIDIA. Even though this company is set to grow more aggressively than NVIDIA, its valuations are much lower; at a 23.2x forward P/E, Synaptics offers a discount of 37.8% from NVIDIA’s 37.3x valuation.</p>
<div class="lb-trans"><p>支持这些价格目标的是对今年高达 70.8% 的 EPS 增长的预测，几乎是英伟达的三倍。尽管这家公司的增长预期比英伟达更为激进，但其估值要低得多；以 23.2 倍的前瞻市盈率，Synaptics 比英伟达的 37.3 倍估值折让了 37.8%。</p>
</div><p>On a price-to-book (P/B) basis, the discount becomes too big to even put into percentage terms. Today, NVIDIA trades at 61.8x P/B, while Synaptics only trades for 2.8x P/B.</p>
<div class="lb-trans"><p>从市净率（P/B）的角度来看，折让幅度甚至太大，无法用百分比来表示。今天，英伟达的市净率为 61.8 倍，而 Synaptics 的市净率仅为 2.8 倍。</p>
</div><h2><strong>Allegro Microsystems Stock: A Discounted Gem with Irresistible Growth</strong></h2>
<div class="lb-trans"><h2><strong>Allegro Microsystems 股票：具有不可抗拒增长的折扣宝石</strong></h2>
</div><p>This stock only trades at 58% of its 52-week high, making it a discount that markets should not miss today. Wall Street forecasts EPS growth of over 160% for the next 12 months, multiples higher than what bulls now expect from NVIDIA stock.</p>
<div class="lb-trans"><p>这只股票仅交易于其 52 周高位的 58%，这使其成为市场今天不容错过的折扣。华尔街预测未来 12 个月的 EPS 增长率将超过 160%，远高于看涨者现在对英伟达股票的预期。</p>
</div><p>Logically, this stock should command a premium valuation due to its expected growth. However, that's not the case because it is less popular than NVIDIA. Allegro Microsystems trades at a 27.2x forward P/E multiple, which offers a discount of 27.1% from NVIDIA's 37.3x valuation today.</p>
<div class="lb-trans"><p>从逻辑上讲，这只股票应该因其预期增长而获得溢价估值。然而，情况并非如此，因为它比英伟达更不受欢迎。Allegro Microsystems 的前瞻市盈率为 27.2 倍，比英伟达今天的 37.3 倍估值折让了 27.1%。</p>
</div><p>Knowing there is a growth-to-value divergence in this stock, Vanguard Group boosted its stake in Allegro Microsystems stock by as much as 13.5% as of May 2024. This push brought the asset manager's net investment to $226.5 million today.</p>
<div class="lb-trans"><p>知道这只股票存在增长与价值的背离后，先锋集团截至 2024 年 5 月将其在 Allegro Microsystems 股票中的持股增加了 13.5%，这将资产管理者的净投资增至 2.265 亿美元。</p>
</div><p>Like Synaptics, Allegro Microsystems trades at a much lower P/B than NVIDIA, a spread of 4.8x versus 61.8x. Investors now have the homework of figuring out whether the analyst that called the NVIDIA top is correct and whether these two stocks are worthy of a rotation into them if and when capital goes out of NVIDIA.</p>
<div class="lb-trans"><p>与 Synaptics 一样，Allegro Microsystems 的市净率远低于英伟达，相差 4.8 倍与 61.8 倍。投资者现在需要做功课，弄清楚那位预测英伟达顶峰的分析师是否正确，以及这两只股票是否值得在资金流出英伟达时转向它们。</p>
</div><p>→ Red Alert: Your Money's Disappearance Act - Banks' Greed Unleashed! (From Priority Gold)(Ad)</p>
<div class="lb-trans"><p>→ 红色警报：你的资金消失了 - 银行的贪婪释放！（来自 Priority Gold）（广告）</p>
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<h2>Should you invest $1,000 in Apple right now?</h2>
<div class="lb-trans"><h2>现在是否值得投资 1000 美元购买苹果股票？</h2>
</div><p>Before you consider Apple, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑苹果股票之前，您可能希望听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Apple wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街评级最高、表现最佳的研究分析师以及他们向客户推荐的股票。MarketBeat 已经确定了五只顶级分析师悄悄告诉客户在更广泛市场注意之前购买的股票...而苹果不在这份名单上。</p>
</div><p>While Apple currently has a &#34;Moderate Buy&#34; rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然苹果目前在分析师中有 “中等买入” 评级，但顶级分析师认为这五只股票是更好的选择。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>查看这五只股票</p>
</div>

比 NVIDIA 更好的两只顶级半导体股票，今天值得关注