<p><strong>英伟达</strong>(NVDA 4.93%) 股票在周一早晨创下历史新高，摆脱了 12 月中旬的低迷，最高上涨了 5.3%。截至东部时间下午 1:19，该股票仍上涨 4.7%。</p>
<p>有几个因素推动了这家人工智能（AI）芯片制造商的股价上涨，股东们热切期待公司明星首席执行官的最新动态。</p>
<h2>CES 开幕</h2>
<p>CES 是全球最大的科技聚焦活动之一。这个年度贸易展汇聚了许多最新的技术发展，并展示了一些行业内最大的名字。英伟达首席执行官黄仁勋定于周一晚上开幕，发表备受期待的主题演讲。黄预计将提供关于人工智能采用状态和英伟达最近发布的 Blackwell 处理器需求的见解，并可能提供有关其即将推出的 Rubin 平台的细节。还有传言称黄可能会宣布开发以人工智能为中心的 CPU。</p>
<p>尽管对黄的出席感到兴奋，英伟达的股东还有其他理由感到乐观。全球电子公司 <strong>鸿海精密工业</strong>，更常被称为富士康，昨天宣布，强劲的人工智能服务器需求推动了创纪录的第四季度业绩，管理层预计其增长势头将持续到第一季度。英伟达为富士康提供了许多用于其云和网络设备中人工智能的图形处理单元（GPU），这对这家芯片制造商来说是个好兆头。</p>
<h2>在新历史高点附近，英伟达股票值得购买吗？</h2>
<p>证据表明，人工智能的采用仍处于早期阶段，而英伟达在这一领域扮演着关键角色。虽然以 59 倍的市盈率看起来似乎很贵，但展望未来，英伟达的市盈率仅为明年预期收益的 34 倍，这个倍数更为合理。此外，在过去 10 年中，英伟达的平均市盈率为 59 倍，这表明从历史角度来看，该股票并不算真的那么贵。</p>
<p>根据四大会计师事务所 PwC 的预测，人工智能市场预计到 2030 年将达到 15.7 万亿美元，这也表明 “人工智能仍处于非常早期的阶段。”</p>
<p>鉴于其在人工智能进步中的关键角色，我认为英伟达股票值得购买。</p>

英伟达

<p>英伟达的股票创下历史新高，因市场期待首席执行官黄仁勋在 CES 上的主题演讲而上涨了 5.3%。此次活动预计将重点介绍人工智能的应用和新产品的开发。此外，富士康报告了对人工智能服务器的强劲需求，这使得供应这些设备 GPU 的英伟达受益。尽管市盈率较高，但英伟达的历史估值表明，随着人工智能市场预计到 2030 年将显著增长，它仍然是一个可行的投资选择</p>

<p><strong>Nvidia</strong>(NVDA 4.93%) stock hit a new all-time high Monday morning, shaking off its mid-December slump and jumping as much as 5.3%. As of 1:19 p.m. ET, the stock was still up 4.7%.</p>
<div class="lb-trans"><p><strong>英伟达</strong>(NVDA 4.93%) 股票在周一早晨创下历史新高，摆脱了 12 月中旬的低迷，最高上涨了 5.3%。截至东部时间下午 1:19，该股票仍上涨 4.7%。</p>
</div><p>There were a couple of developments that sent the artificial intelligence (AI) chipmaker higher, as shareholders eagerly await an update from the company's rock star CEO.</p>
<div class="lb-trans"><p>有几个因素推动了这家人工智能（AI）芯片制造商的股价上涨，股东们热切期待公司明星首席执行官的最新动态。</p>
</div><h2>Kicking off CES</h2>
<div class="lb-trans"><h2>CES 开幕</h2>
</div><p>CES is one of the biggest tech-focused events in the world. The annual trade show brings together many of the latest developments in technology and features some of the industry's biggest names. Nvidia CEO Jensen Huang is scheduled to kick off the event Monday evening by delivering the highly anticipated keynote address. Huang is expected to provide insight into the state of AI adoption and demand for Nvidia's recently released Blackwell processors, and potentially provide details about its upcoming Rubin platform. There are also rumors Huang could announce the development of an AI-centric CPU.</p>
<div class="lb-trans"><p>CES 是全球最大的科技聚焦活动之一。这个年度贸易展汇聚了许多最新的技术发展，并展示了一些行业内最大的名字。英伟达首席执行官黄仁勋定于周一晚上开幕，发表备受期待的主题演讲。黄预计将提供关于人工智能采用状态和英伟达最近发布的 Blackwell 处理器需求的见解，并可能提供有关其即将推出的 Rubin 平台的细节。还有传言称黄可能会宣布开发以人工智能为中心的 CPU。</p>
</div><p>Excitement about Huang's appearance notwithstanding, Nvidia shareholders had other reasons to be enthusiastic. Global electronics company <strong>Hon Hai Precision Industry</strong>, more commonly referred to as Foxconn, announced yesterday that robust demand for AI-centric servers fueled record fourth-quarter results and management expects its growth spurt to continue into the first quarter. Nvidia supplies Foxconn with many of the graphics processing units (GPUs) used to power AI in its cloud and networking devices, which bodes well for the chipmaker.</p>
<div class="lb-trans"><p>尽管对黄的出席感到兴奋，英伟达的股东还有其他理由感到乐观。全球电子公司 <strong>鸿海精密工业</strong>，更常被称为富士康，昨天宣布，强劲的人工智能服务器需求推动了创纪录的第四季度业绩，管理层预计其增长势头将持续到第一季度。英伟达为富士康提供了许多用于其云和网络设备中人工智能的图形处理单元（GPU），这对这家芯片制造商来说是个好兆头。</p>
</div><h2>Is Nvidia stock a buy near a new all-time high?</h2>
<div class="lb-trans"><h2>在新历史高点附近，英伟达股票值得购买吗？</h2>
</div><p>The evidence suggests that the adoption of AI is still in the early stages and Nvidia is a pivotal player in the space. It might seem expensive at 59 times earnings, but looking ahead, Nvidia is selling for just 34 times next year's expected earnings, a much more palatable multiple. Furthermore, for the past 10 years, Nvidia has traded for 59 times earnings on average, which suggests that the stock isn't really that expensive from a historical perspective.</p>
<div class="lb-trans"><p>证据表明，人工智能的采用仍处于早期阶段，而英伟达在这一领域扮演着关键角色。虽然以 59 倍的市盈率看起来似乎很贵，但展望未来，英伟达的市盈率仅为明年预期收益的 34 倍，这个倍数更为合理。此外，在过去 10 年中，英伟达的平均市盈率为 59 倍，这表明从历史角度来看，该股票并不算真的那么贵。</p>
</div><p>The AI market is expected to be worth as much as $15.7 trillion by 2030, according to Big Four accounting firm PwC, which also suggests that &#34;AI is still at a very early stage.&#34;</p>
<div class="lb-trans"><p>根据四大会计师事务所 PwC 的预测，人工智能市场预计到 2030 年将达到 15.7 万亿美元，这也表明 “人工智能仍处于非常早期的阶段。”</p>
</div><p>Given its critical role in the advances in AI, I'd say that makes Nvidia stock a buy.</p>
<div class="lb-trans"><p>鉴于其在人工智能进步中的关键角色，我认为英伟达股票值得购买。</p>
</div>

Why Nvidia Stock Rallied to a Record High Monday Morning

- Nvidia 股票创下历史新高，涨幅达 5.3%。  
- CEO 黄仁勋将在 CES 上发表重要演讲，预计将讨论 AI 需求和新产品。  
- Foxconn 报告 AI 服务器需求强劲，利好 Nvidia 的未来增长。  

为什么英伟达股票在周一早晨飙升至历史新高