<p><strong>英伟达</strong>(NVDA 0.55%) 的股票在今天的交易中持续上涨。截至东部时间下午 3:15，该公司的股价上涨了 1.3%，在当天的交易中曾上涨高达 4.8%。与此同时，<strong>标准普尔 500 指数</strong>(^GSPC -1.69%) 下跌了 1.5%，<strong>纳斯达克综合指数</strong>(^IXIC -2.37%) 下跌了 1.9%，这主要是由于美联储主席杰罗姆·鲍威尔发表的鹰派言论与降息相关。</p>
<h2>多重上涨催化剂</h2>
<p>英伟达的股票因多重催化剂而上涨。TrendForce 今天发布了一份新报告，分析了这家人工智能（AI）领导者下一代 Blackwell 处理器的生产前景。TrendForce 预计，该公司的 GB200 处理器的生产将迅速增加，并在明年第二和第三季度达到峰值产量。新芯片的生产迄今为止基本上按预期进行，这对英伟达及其投资者来说是个好消息。</p>
<p>英伟达的股票可能还受到《金融时报》新报告的提振，该报告指出，<strong>微软</strong> 今年购买的英伟达芯片数量是该公司第二大客户 <strong>Meta Platforms</strong> 的两倍多。这可能表明 Meta 和其他大型科技公司在 AI 基础设施方面仍有大量投资空间。此外，英伟达宣布推出 Jetson Orin Nano 超级开发者套件，这是一款面向爱好者和学生的新型生成式 AI 处理器，售价为 249 美元。</p>
<h2>英伟达股票值得购买吗？</h2>
<p>英伟达的股票今年表现火热，累计上涨约 167%。尽管其股价较历史最高点下跌约 11%，但该公司的估值仍高度依赖于增长，是一个高风险、高回报的投资候选。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/18a82fbeb30c832f9a440ff15b31397b.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/18a82fbeb30c832f9a440ff15b31397b.png"/></p>
<p>NVDA 市盈率（前瞻性）数据来自 YCharts</p>
<p>以大约 45 倍的预期收益进行估值，英伟达的股价中已经包含了一些强劲的未来表现。另一方面，该公司销售和收益的增长速度非常快，令人印象深刻的势头似乎将继续保持。</p>
<p>该股票目前的前瞻性市盈率增长（PEG）比率约为 0.3。与此同时，PEG 比率低于 1 通常被视为公司被低估的指标，因为其收益增长速度快于相应的估值增长。</p>
<p>鉴于英伟达在先进 AI 应用处理器领域的主导地位，该股票在今天的价格下仍然对风险承受能力强的投资者来说是一个值得购买的选择。尽管业务无疑会经历一些周期性需求变化，从而影响销售和收益表现，但有充分理由认为对 AI 基础设施的投资仍处于其长期轨迹的早期阶段。</p>

英伟达

<p>尽管整体市场出现抛售，英伟达的股票仍在上涨，今天上涨了 1.3%。主要因素包括关于其下一代 Blackwell 处理器的积极报告以及微软增加的芯片采购。尽管英伟达的股票今年已飙升 167%，但其仍然是一项高风险投资，前瞻市盈率为 45。分析师建议，考虑到其 PEG 比率为 0.3，英伟达可能仍被低估，这表明其在人工智能基础设施方面具有强劲的增长潜力。风险承受能力较强的投资者可能会发现，在当前价格下，英伟达是一个值得购买的选择</p>

<p><strong>Nvidia</strong>(NVDA 0.55%) stock is climbing higher in today's trading. The company's share price was up 1.3% as of 3:15 p.m. ET, and had been up as much as 4.8% earlier in the day's trading. Meanwhile, the <strong>S&amp;P 500</strong>(^GSPC -1.69%) was down 1.5%, and the <strong>Nasdaq Composite</strong>(^IXIC -2.37%) was down 1.9% due to hawkish comments from Federal Reserve chairman Jerome Powell that were delivered in conjunction with an interest rate cut.</p>
<div class="lb-trans"><p><strong>英伟达</strong>(NVDA 0.55%) 的股票在今天的交易中持续上涨。截至东部时间下午 3:15，该公司的股价上涨了 1.3%，在当天的交易中曾上涨高达 4.8%。与此同时，<strong>标准普尔 500 指数</strong>(^GSPC -1.69%) 下跌了 1.5%，<strong>纳斯达克综合指数</strong>(^IXIC -2.37%) 下跌了 1.9%，这主要是由于美联储主席杰罗姆·鲍威尔发表的鹰派言论与降息相关。</p>
</div><h2>Multiple upward catalysts</h2>
<div class="lb-trans"><h2>多重上涨催化剂</h2>
</div><p>Nvidia stock is gaining thanks to multiple catalysts today. TrendForce published a new report today analyzing the production outlook for the artificial intelligence (AI) leader's next-generation Blackwell processors. TrendForce expects production of the company's GB200 processors to ramp rapidly and hit peak output in the second and third quarters of next year. Production of the new chips has largely gone as expected so far, and that's a good thing for Nvidia and its investors.</p>
<div class="lb-trans"><p>英伟达的股票因多重催化剂而上涨。TrendForce 今天发布了一份新报告，分析了这家人工智能（AI）领导者下一代 Blackwell 处理器的生产前景。TrendForce 预计，该公司的 GB200 处理器的生产将迅速增加，并在明年第二和第三季度达到峰值产量。新芯片的生产迄今为止基本上按预期进行，这对英伟达及其投资者来说是个好消息。</p>
</div><p>Nvidia stock may have also gotten a boost from a new report from <em>The Financial Times</em> indicating that <strong>Microsoft</strong> has purchased more than twice as many of the AI processing leader's chips this year than the company's second-largest customer, which is <strong>Meta Platforms</strong>. This could signal that Meta and other large tech companies still have plenty of investing to do when it comes to AI infrastructure. Additionally, Nvidia announced the Jetson Orin Nano Super Developer Kit, a new generative AI processor for hobbyists and students priced at $249.</p>
<div class="lb-trans"><p>英伟达的股票可能还受到《金融时报》新报告的提振，该报告指出，<strong>微软</strong> 今年购买的英伟达芯片数量是该公司第二大客户 <strong>Meta Platforms</strong> 的两倍多。这可能表明 Meta 和其他大型科技公司在 AI 基础设施方面仍有大量投资空间。此外，英伟达宣布推出 Jetson Orin Nano 超级开发者套件，这是一款面向爱好者和学生的新型生成式 AI 处理器，售价为 249 美元。</p>
</div><h2>Is Nvidia stock a buy?</h2>
<div class="lb-trans"><h2>英伟达股票值得购买吗？</h2>
</div><p>Nvidia stock has been red hot this year and risen roughly 167% across the stretch. While its share price is down roughly 11% from its all-time high, the company still has a highly growth-dependent valuation and is a high-risk, high-reward investment candidate.</p>
<div class="lb-trans"><p>英伟达的股票今年表现火热，累计上涨约 167%。尽管其股价较历史最高点下跌约 11%，但该公司的估值仍高度依赖于增长，是一个高风险、高回报的投资候选。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/18a82fbeb30c832f9a440ff15b31397b.png" alt="" original-src="https://media.ycharts.com/charts/18a82fbeb30c832f9a440ff15b31397b.png"/></p>
<p>NVDA PE Ratio (Forward) data by YCharts</p>
<div class="lb-trans"><p>NVDA 市盈率（前瞻性）数据来自 YCharts</p>
</div><p>Valued at roughly 45 times this year's expected earnings, some strong future performance is already baked into Nvidia's share price. On the other hand, the company has been growing sales and earnings at a breakneck pace -- and impressive momentum looks poised to continue.</p>
<div class="lb-trans"><p>以大约 45 倍的预期收益进行估值，英伟达的股价中已经包含了一些强劲的未来表现。另一方面，该公司销售和收益的增长速度非常快，令人印象深刻的势头似乎将继续保持。</p>
</div><p>The stock currently has a forward price-to-earnings-growth (PEG) ratio of roughly 0.3. Meanwhile, a PEG ratio of less than 1 is often taken to be an indicator that a company is undervalued because its earnings have been expanding at a rate faster than corresponding increases for its valuation.</p>
<div class="lb-trans"><p>该股票目前的前瞻性市盈率增长（PEG）比率约为 0.3。与此同时，PEG 比率低于 1 通常被视为公司被低估的指标，因为其收益增长速度快于相应的估值增长。</p>
</div><p>Given Nvidia's dominant position in processors for advanced AI applications, the stock still looks like a worthwhile buy for risk-tolerant investors at today's prices. While the business will undoubtedly see some cyclical demand shifts that shape sales and earnings performance, there are good reasons to think that investment in AI infrastructure is still in the very early innings of its long-term trajectory.</p>
<div class="lb-trans"><p>鉴于英伟达在先进 AI 应用处理器领域的主导地位，该股票在今天的价格下仍然对风险承受能力强的投资者来说是一个值得购买的选择。尽管业务无疑会经历一些周期性需求变化，从而影响销售和收益表现，但有充分理由认为对 AI 基础设施的投资仍处于其长期轨迹的早期阶段。</p>
</div>

Nvidia Is Gaining Today Despite Big Sell-Offs for the S&P 500 -- Is It Time to Buy the Artificial Intelligence (AI) Stock?

- Nvidia 股票在今日交易中上涨 1.3%，早盘一度上涨 4.8%。  
- 受多重利好因素推动，TrendForce 预计其新一代处理器生产将快速增长。  
- Nvidia 仍被视为高风险高回报的投资选择，适合风险承受能力强的投资者。

尽管标普 500 指数大幅抛售，英伟达今天仍在上涨——现在是购买这只人工智能（AI）股票的好时机吗？