<p><strong>英伟达公司（NVIDIA Corp. NASDAQ: NVDA）</strong> 于 10 月 14 日创下 52 周高点。这继续延续了股票的出色表现，截至 2024 年已上涨 177%，过去 12 个月上涨 202%，远远超过其他科技股。该公司的市值在截至 2024 年 10 月 14 日的九天内也增加了 5190 亿美元。</p>
<p>最近股价上涨的催化剂来自 TD Cowen，该机构重申了对 NVDA 股票的强烈买入评级，并将其价格目标定为 165 美元。该价格目标代表了股票收盘价的 52% 增长。</p>
<p>在此过程中，分析师公司重申了其看法，认为没有证据表明企业会减少对人工智能（AI）的支出。NVDA 股票在第二季度财报后下跌，原因是担心企业会减缓对 H200 芯片的支出，等待公司的 Blackwell 芯片。</p>
<p>然而，Cowen 分析师 Joshua Buchalter 指出，英伟达现有的 H200 芯片（Hopper 平台）有足够的需求。事实上，根据 Buchalter 的说法，企业面临一个困境，即支出成本可能低于不支出而被落后的成本。</p>
<p>这种需求应该填补接下来几个季度之间的差距。</p>
<h2><strong>分析师继续看涨</strong></h2>
<p>TD Cowen 并不是唯一看好 NVDA 股票的分析师。10 月 11 日，<strong>高盛集团（Goldman Sachs Group Inc. NYSE: GS）</strong> 重申了对该股票的买入评级，同时将其价格目标从 135 美元上调至 150 美元。10 月 8 日，卡尔顿菲茨杰拉德（Cantor Fitzgerald）重申了其 175 美元的价格目标。</p>
<p>这种看涨的前景归根结底还是源自需求。在夏季，Wedbush 的 Dan Ives 表示，公司在英伟达芯片上的每一美元支出会在该行业的其他领域产生 8 至 10 美元的收入。英伟达 CEO 黄仁勋表示，公司在他们的 GPU 上的每一美元支出都会为数据中心带来 5 美元的租金收入。</p>
<h2><strong>护城河仍然宽阔</strong></h2>
<p>关于英伟达估值的一项担忧源自其竞争对手，特别是来自 <strong>超威半导体公司（Advanced Micro Devices Inc. NASDAQ: AMD）</strong>。芯片行业不会把领域拱手让给英伟达，公司表示他们希望有英伟达 GPU 的替代品。</p>
<p>然而，认知和现实是两回事。我们知道的是，AMD 将在今年第四季度推出其高速竞争 GPU MI325X。行业分析师表示，AMD 的产品具有行业领先的内存容量和带宽，并在计算能力方面击败了英伟达的 H200 芯片。</p>
<p>然而，真正的战斗在于下一代 GPU。英伟达将在第四季度开始推出其 Blackwell B200 GPU。AMD 的竞争产品 MI335X 预计将于 2025 年下半年推出。</p>
<p>为竞争前景增加背景的是，据一些估计，英伟达仍控制着 70% 至 95% 的微芯片市场，这些微芯片是训练 AI 应用程序所需的。对其 Blackwell 芯片的早期估计被视为 “疯狂”。</p>
<p>所有这些并不意味着英伟达在未来几年不会面临真正的竞争。然而，投资者需要了解威胁的具体性质。英伟达不再独占市场，但仍具有重要的先发优势。</p>
<h2><strong>所有目光都集中在 11 月 19 日</strong></h2>
<p>英伟达将于 11 月 19 日公布其第三季度财报。届时，11 月的选举将结束并（希望）已经决定。但结果会是什么？在美国之外，一个值得关注的地区将是中国，在上个季度该公司开始看到收入增长。</p>
<p>如果 Cowen 的分析是正确的，目前担心未来几个季度收入和利润下滑的投资者可能会发现自己站在英伟达交易的错误一侧。</p>
<p>分析师预计英伟达的收益将在未来 12 个月内增长约 33%。这远低于过去 12 个月的收益增长。事实上，在过去的 12 个月中，英伟达的收益增长超过 340%。然而，分析师将查看公司的前瞻市盈率，并建议很大一部分收益增长已经被股价所反映。</p>
<p>另一方面，你可以提出这样的观点，即英伟达几乎是所有主要增长基金的持仓。这意味着有大量资金定期流入该股票。这并不意味着股票不会在短期内继续横盘，就像过去几个月一样。然而，这表明你应该更少关注底部，而应该看看可能的上限，根据技术指标，这个上限可能在 170 美元左右。</p>
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<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD05OTky?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-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD05OTky"/></p>
<h2>现在是否值得投资 1000 美元购买英伟达股票？</h2>
<p>在考虑购买英伟达股票之前，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他们的客户在更广泛市场注意之前购买的股票...而英伟达不在这个名单上。</p>
<p>尽管英伟达目前在分析师中有 “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

<p>英伟达公司（NASDAQ：NVDA）最近达到了 52 周高点，受到其 GPU 强劲需求的推动，尽管其 Blackwell 芯片出现了延迟。来自 TD Cowen 和高盛的分析师仍然维持看涨评级，称赞企业对人工智能的持续支出。尽管来自 AMD 的竞争正在加剧，但英伟达仍然主导着人工智能训练微芯片市场。即将到来的 11 月 19 日的财报将受到密切关注，分析师预测未来一年收益将增长 33％，尽管这低于去年超过 340％的增长</p>

<p><strong>NVIDIA Corp. NASDAQ: NVDA</strong> closed at a 52-week high on October 14. This continues an impressive run for the stock which is up 177% in 2024 and 202% in the last 12 months, massively outperforming other technology stocks. The company’s market capitalization also jumped $519 billion in the nine days ending October 14, 2024.</p>
<div class="lb-trans"><p><strong>英伟达公司（NVIDIA Corp. NASDAQ: NVDA）</strong> 于 10 月 14 日创下 52 周高点。这继续延续了股票的出色表现，截至 2024 年已上涨 177%，过去 12 个月上涨 202%，远远超过其他科技股。该公司的市值在截至 2024 年 10 月 14 日的九天内也增加了 5190 亿美元。</p>
</div><p>A recent catalyst for the price movement came from TD Cowen, which reiterated its Strong Buy rating and $165 price target for NVDA stock. That price target represents a 52% gain from the stock’s closing price.</p>
<div class="lb-trans"><p>最近股价上涨的催化剂来自 TD Cowen，该机构重申了对 NVDA 股票的强烈买入评级，并将其价格目标定为 165 美元。该价格目标代表了股票收盘价的 52% 增长。</p>
</div><p>In doing so, the analyst firm reiterated its belief that it sees no evidence that corporations will decrease spending on artificial intelligence (AI). NVDA stock dipped after its second-quarter earnings on concerns that corporations would slow down on H200 spending to wait for the company’s Blackwell chips.</p>
<div class="lb-trans"><p>在此过程中，分析师公司重申了其看法，认为没有证据表明企业会减少对人工智能（AI）的支出。NVDA 股票在第二季度财报后下跌，原因是担心企业会减缓对 H200 芯片的支出，等待公司的 Blackwell 芯片。</p>
</div><p>However, Cowen analyst Joshua Buchalter notes that there is sufficient demand for NVIDIA’s existing H200 chip (Hopper platform). In fact, according to Buchalter, corporations are facing a dilemma in that the cost of spending may be less than the cost of being left behind by not spending.</p>
<div class="lb-trans"><p>然而，Cowen 分析师 Joshua Buchalter 指出，英伟达现有的 H200 芯片（Hopper 平台）有足够的需求。事实上，根据 Buchalter 的说法，企业面临一个困境，即支出成本可能低于不支出而被落后的成本。</p>
</div><p>This demand should bridge the gap between the next few quarters.</p>
<div class="lb-trans"><p>这种需求应该填补接下来几个季度之间的差距。</p>
</div><h2><strong>Analysts Continue to Have Bullish Sentiment</strong></h2>
<div class="lb-trans"><h2><strong>分析师继续看涨</strong></h2>
</div><p>TD Cowen isn’t the only analyst bullish on NVDA stock. On October 11, <strong>Goldman Sachs Group Inc. NYSE: GS</strong> reiterated its Buy rating on the stock while increasing its price target from $135 to $150. On October 8, Cantor Fitzgerald reiterated its price target of $175.</p>
<div class="lb-trans"><p>TD Cowen 并不是唯一看好 NVDA 股票的分析师。10 月 11 日，<strong>高盛集团（Goldman Sachs Group Inc. NYSE: GS）</strong> 重申了对该股票的买入评级，同时将其价格目标从 135 美元上调至 150 美元。10 月 8 日，卡尔顿菲茨杰拉德（Cantor Fitzgerald）重申了其 175 美元的价格目标。</p>
</div><p>The reason for this bullish outlook comes back to demand. In the summer, Dan Ives of Wedbush stated that every dollar that companies spend on NVIDIA’s chips generates $8 to $10 in the rest of the sector. NVIDIA CEO Jensen Yuang has stated that every dollar companies spend on their GPUs results in $5 of rental income for data centers.</p>
<div class="lb-trans"><p>这种看涨的前景归根结底还是源自需求。在夏季，Wedbush 的 Dan Ives 表示，公司在英伟达芯片上的每一美元支出会在该行业的其他领域产生 8 至 10 美元的收入。英伟达 CEO 黄仁勋表示，公司在他们的 GPU 上的每一美元支出都会为数据中心带来 5 美元的租金收入。</p>
</div><h2><strong>The Moat Is Still Wide</strong></h2>
<div class="lb-trans"><h2><strong>护城河仍然宽阔</strong></h2>
</div><p>One concern about NVIDIA’s valuation stems from its competition, particularly from <strong>Advanced Micro Devices Inc. NASDAQ: AMD</strong>. The chip sector wouldn’t concede the field to NVIDIA, and companies say they want alternatives to NVIDIA’s GPUs.</p>
<div class="lb-trans"><p>关于英伟达估值的一项担忧源自其竞争对手，特别是来自 <strong>超威半导体公司（Advanced Micro Devices Inc. NASDAQ: AMD）</strong>。芯片行业不会把领域拱手让给英伟达，公司表示他们希望有英伟达 GPU 的替代品。</p>
</div><p>However, perception and reality are two different things. Here's what we know. AMD will release its high-speed competitive GPU, the MI325X, in this year's fourth quarter. Industry analysts say AMD’s offering offers industry-leading memory capacity and bandwidth and beats NVIDIA’s H200 chip in terms of computing power.</p>
<div class="lb-trans"><p>然而，认知和现实是两回事。我们知道的是，AMD 将在今年第四季度推出其高速竞争 GPU MI325X。行业分析师表示，AMD 的产品具有行业领先的内存容量和带宽，并在计算能力方面击败了英伟达的 H200 芯片。</p>
</div><p>However, the real battle is for the next generation of GPUs. NVIDIA will start to release its Blackwell B200 GPU in the fourth quarter. AMD’s competitive offering, the MI335X is not slated to arrive until the second half of 2025.</p>
<div class="lb-trans"><p>然而，真正的战斗在于下一代 GPU。英伟达将在第四季度开始推出其 Blackwell B200 GPU。AMD 的竞争产品 MI335X 预计将于 2025 年下半年推出。</p>
</div><p>Adding context to the competitive outlook is the fact that by some estimates, NVIDIA still controls between 70% and 95% of the market for the microchips that are needed to train AI applications. Early estimates for its Blackwell chips is regarded as “insane.”</p>
<div class="lb-trans"><p>为竞争前景增加背景的是，据一些估计，英伟达仍控制着 70% 至 95% 的微芯片市场，这些微芯片是训练 AI 应用程序所需的。对其 Blackwell 芯片的早期估计被视为 “疯狂”。</p>
</div><p>None of this means that NVIDIA won’t face real competition in the next few years. However, investors need to understand the specific nature of the threat. NVIDIA no longer has the field to itself but still has a significant head start.</p>
<div class="lb-trans"><p>所有这些并不意味着英伟达在未来几年不会面临真正的竞争。然而，投资者需要了解威胁的具体性质。英伟达不再独占市场，但仍具有重要的先发优势。</p>
</div><h2><strong>All Eyes Are on November 19</strong></h2>
<div class="lb-trans"><h2><strong>所有目光都集中在 11 月 19 日</strong></h2>
</div><p>NVIDIA reports its third-quarter earnings on November 19. At that time, the November election will be over and (hopefully) decided. But what will the results show? One area to watch outside of the U.S. will be China, where the company started to see an uptick in revenue in the last quarter.</p>
<div class="lb-trans"><p>英伟达将于 11 月 19 日公布其第三季度财报。届时，11 月的选举将结束并（希望）已经决定。但结果会是什么？在美国之外，一个值得关注的地区将是中国，在上个季度该公司开始看到收入增长。</p>
</div><p>If Cowen's analysis is right, investors who are currently concerned about a dip in revenue and earnings in future quarters may find themselves on the wrong side of the NVIDIA trade.</p>
<div class="lb-trans"><p>如果 Cowen 的分析是正确的，目前担心未来几个季度收入和利润下滑的投资者可能会发现自己站在英伟达交易的错误一侧。</p>
</div><p>Analysts expect NVIDIA earnings to increase by approximately 33% in the next 12 months. That’s significantly below the earnings growth of the past 12 months. In fact, over the past twelve months, NVIDIA’s earnings have increased by more than 340%. However, analysts will look at the company’s forward P/E and suggest that much of that earnings growth has already been priced into the stock.</p>
<div class="lb-trans"><p>分析师预计英伟达的收益将在未来 12 个月内增长约 33%。这远低于过去 12 个月的收益增长。事实上，在过去的 12 个月中，英伟达的收益增长超过 340%。然而，分析师将查看公司的前瞻市盈率，并建议很大一部分收益增长已经被股价所反映。</p>
</div><p>On the other hand, you could make the argument that NVIDIA is a holding in virtually all the leading growth funds. That means there is a passive inflow of money entering the stock regularly. That doesn’t mean the stock won't continue to move sideways in the short term, as it's done in the last few months. However, it does suggest that you should be less concerned about the floor and look at a ceiling, which could be around $170, based on technical indicators.</p>
<div class="lb-trans"><p>另一方面，你可以提出这样的观点，即英伟达几乎是所有主要增长基金的持仓。这意味着有大量资金定期流入该股票。这并不意味着股票不会在短期内继续横盘，就像过去几个月一样。然而，这表明你应该更少关注底部，而应该看看可能的上限，根据技术指标，这个上限可能在 170 美元左右。</p>
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<div class="lb-trans"><p>→ 我现在正在进行的黄金交易（来自 DTI）（广告）</p>
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<h2>Should you invest $1,000 in NVIDIA right now?</h2>
<div class="lb-trans"><h2>现在是否值得投资 1000 美元购买英伟达股票？</h2>
</div><p>Before you consider NVIDIA, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑购买英伟达股票之前，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 NVIDIA 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他们的客户在更广泛市场注意之前购买的股票...而英伟达不在这个名单上。</p>
</div><p>While NVIDIA 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>尽管英伟达目前在分析师中有 “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>

NVIDIA Stock Continues to Be Wall Street’s Favorite: Here's Why

- NVIDIA 股价在 2024 年上涨 177%，市值增加 5190 亿美元。  
- TD Cowen 重申强烈买入评级，目标价 165 美元，预计有 52% 的涨幅。  
- 分析师预计 NVIDIA 收益在未来 12 个月将增长约 33%。

英伟达股票仍然是华尔街的宠儿：原因如下