<p>倾听行业领袖对人工智能（AI）未来的看法是成为成功投资者的关键。AI 领域的领军人物之一是 <strong>英伟达</strong>（NVDA -3.00%）的首席执行官兼创始人黄仁勋。由于英伟达制造了驱动这些 AI 模型的硬件，黄仁勋对行业脉搏有着深刻的理解，并识别出一个关键趋势：自主 AI。</p>
<p>这是将 AI 整合并用于实际目的的下一步。但什么是 AI 代理，投资者又如何从中受益呢？投资英伟达是一个很好的起点。</p>
<h2>AI 代理将在 2025 年成为主流</h2>
<p>黄仁勋在最近的拉斯维加斯 CES 展会上谈到了 AI 代理。在问答环节中，他表示：“我认为今年我们将看到它的起飞。”</p>
<p>AI 代理可以被部署来完成人们常做的琐碎工作。例子包括数据录入、与客户互动或维护库存计数。基本上，AI 正在超越简单的聊天互动。AI 代理将能够执行需要推理的多步骤任务，而不仅仅是严格的知识。</p>
<p>英伟达提供构建 AI 代理的工具，称之为蓝图。当客户在英伟达的平台上构建这些代理时，他们实际上锁定为英伟达的长期客户，这对推动持续销售至关重要。英伟达的平台长期以来一直是 AI 领域的标准，其推出的自主 AI 平台进一步巩固了其地位。</p>
<p>在过去几年英伟达股票的主导表现之后，投资者如果认为英伟达股票的上涨空间有限也是可以理解的。然而，英伟达仍然有巨大的增长潜力，投资者今天投资该股票仍然可以获得可观的利润。</p>
<h2>股票在强劲增长中仍有上涨空间</h2>
<p>对于 2026 财年（截至 2026 年 1 月，涵盖 2025 年大部分时间），华尔街分析师预计英伟达的收入将同比增长 52%。考虑到英伟达预计将收入从 1290 亿美元增长到近 2000 亿美元，这真是令人难以置信。考虑到如此巨大的增长，英伟达仍然是投资 AI 的最佳方式之一，因为这不需要你选择赢家。许多 AI 软件公司将基于英伟达的硬件基础设施构建他们的模型。</p>
<p>许多公司将在英伟达的平台上构建 AI 代理。有些将其用于内部使用，而其他公司则将其构建以出售给客户。这种中立性使得英伟达成为一个有前景的投资，即使它在过去几年中表现出色。</p>
<p>从估值的角度来看，英伟达并不像以前那样昂贵。英伟达的业务增长正在追赶股票的估值。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/ea68425aa884d85df41ce895e0852a20.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/ea68425aa884d85df41ce895e0852a20.png"/></p>
<p>NVDA 市盈率数据来自 YCharts</p>
<p>以 55 倍的历史收益计算，英伟达的股票与其未来几个月的预期增长相比并不算昂贵。考虑到大型科技同行 <strong>亚马逊</strong> 的历史市盈率为 48，<strong>苹果</strong> 为 40，<strong>微软</strong> 为 35，英伟达的股票似乎并不算太贵。</p>
<p>英伟达将在 2025 年继续看到强劲增长，部分原因是 AI 代理。这将是一个巨大的趋势，而英伟达是投资于此的最佳方式之一。投资者需要继续关注英伟达的未来，因为固守过去的价格点对你没有任何好处。英伟达仍然是一个强劲的股票选择，基于 AI 的增长故事远未结束。投资者仍然可以从中赚取丰厚的利润。</p>

英伟达

<p>英伟达首席执行官黄仁勋预测，2025 年将是人工智能代理的时代，这些代理能够执行超出简单交互的复杂任务。英伟达在这一领域处于有利位置，因为它提供构建这些代理所需的硬件和工具。分析师预计，英伟达在 2026 财年的收入将增长 52%，接近 2000 亿美元。尽管近期股价表现不佳，英伟达仍然是一个强劲的投资机会，与同行相比，其市盈率合理。人工智能代理的增长潜力使得英伟达成为希望利用这一趋势的投资者的有前景的选择</p>

<p>Listening to what industry leaders say about the future of artificial intelligence (AI) is key to being a successful investor. One of the AI leaders is <strong>Nvidia</strong>'s (NVDA -3.00%) CEO and founder, Jensen Huang. Because Nvidia makes the hardware that powers these AI models, Huang has a great feel for the pulse of the industry and has identified a key trend: agentic AI.</p>
<div class="lb-trans"><p>倾听行业领袖对人工智能（AI）未来的看法是成为成功投资者的关键。AI 领域的领军人物之一是 <strong>英伟达</strong>（NVDA -3.00%）的首席执行官兼创始人黄仁勋。由于英伟达制造了驱动这些 AI 模型的硬件，黄仁勋对行业脉搏有着深刻的理解，并识别出一个关键趋势：自主 AI。</p>
</div><p>This is the next step in integrating AI and using it for practical purposes. But what are AI agents, and how can investors benefit from them? Investing in Nvidia is a great place to start.</p>
<div class="lb-trans"><p>这是将 AI 整合并用于实际目的的下一步。但什么是 AI 代理，投资者又如何从中受益呢？投资英伟达是一个很好的起点。</p>
</div><h2>AI agents will become mainstream in 2025</h2>
<div class="lb-trans"><h2>AI 代理将在 2025 年成为主流</h2>
</div><p>Huang spoke about AI agents at the recent CES trade show in Las Vegas. During a question and answer session, he stated: &#34;I think this year we're going to see it take off.&#34;</p>
<div class="lb-trans"><p>黄仁勋在最近的拉斯维加斯 CES 展会上谈到了 AI 代理。在问答环节中，他表示：“我认为今年我们将看到它的起飞。”</p>
</div><p>AI agents can be deployed to do mundane work that people often do. Examples could include data entry, interacting with customers, or maintaining inventory counts. Basically, AI is moving beyond a simple chat interaction. AI agents will be able to do multistep tasks that require reasoning rather than just strict knowledge.</p>
<div class="lb-trans"><p>AI 代理可以被部署来完成人们常做的琐碎工作。例子包括数据录入、与客户互动或维护库存计数。基本上，AI 正在超越简单的聊天互动。AI 代理将能够执行需要推理的多步骤任务，而不仅仅是严格的知识。</p>
</div><p>Nvidia is offering tools for building AI agents, which it calls blueprints. When clients build these agents on Nvidia's platform, they essentially lock in as long-term customers of Nvidia, which is key in driving continuous sales. Nvidia's platform has long been the standard in the AI world, and its launch of an agentic AI platform only solidifies its position.</p>
<div class="lb-trans"><p>英伟达提供构建 AI 代理的工具，称之为蓝图。当客户在英伟达的平台上构建这些代理时，他们实际上锁定为英伟达的长期客户，这对推动持续销售至关重要。英伟达的平台长期以来一直是 AI 领域的标准，其推出的自主 AI 平台进一步巩固了其地位。</p>
</div><p>After the dominant run Nvidia's stock has been on over the past few years, investors would be forgiven if they thought the upside of Nvidia's stock was limited. However, there is still massive growth ahead for Nvidia, and investors can still make a solid profit by investing in the stock today.</p>
<div class="lb-trans"><p>在过去几年英伟达股票的主导表现之后，投资者如果认为英伟达股票的上涨空间有限也是可以理解的。然而，英伟达仍然有巨大的增长潜力，投资者今天投资该股票仍然可以获得可观的利润。</p>
</div><h2>The stock still has room for upside with its strong growth</h2>
<div class="lb-trans"><h2>股票在强劲增长中仍有上涨空间</h2>
</div><p>For fiscal year 2026 (ending January 2026, encompassing most of 2025), Wall Street analysts expect Nvidia's revenue to increase by 52% year over year. That's incredible, considering that Nvidia is expected to grow revenue from $129 billion to nearly $200 billion. With that level of jumbo-sized growth in mind, Nvidia remains one of the top ways to invest in AI, as it doesn't require you to pick a winner. Many AI software companies will be building their models on Nvidia's hardware infrastructure.</p>
<div class="lb-trans"><p>对于 2026 财年（截至 2026 年 1 月，涵盖 2025 年大部分时间），华尔街分析师预计英伟达的收入将同比增长 52%。考虑到英伟达预计将收入从 1290 亿美元增长到近 2000 亿美元，这真是令人难以置信。考虑到如此巨大的增长，英伟达仍然是投资 AI 的最佳方式之一，因为这不需要你选择赢家。许多 AI 软件公司将基于英伟达的硬件基础设施构建他们的模型。</p>
</div><p>Many companies will build AI agents on Nvidia's platform. Some willcreated them for internal use, while others will build them to sell to their clients. This neutrality makes Nvidia a promising investment, even if it's had an incredible run over the past few years.</p>
<div class="lb-trans"><p>许多公司将在英伟达的平台上构建 AI 代理。有些将其用于内部使用，而其他公司则将其构建以出售给客户。这种中立性使得英伟达成为一个有前景的投资，即使它在过去几年中表现出色。</p>
</div><p>From a valuation perspective, Nvidia isn't as pricey as it once was. Nvidia's business growth is catching up to the stock's valuation.</p>
<div class="lb-trans"><p>从估值的角度来看，英伟达并不像以前那样昂贵。英伟达的业务增长正在追赶股票的估值。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/ea68425aa884d85df41ce895e0852a20.png" alt="" original-src="https://media.ycharts.com/charts/ea68425aa884d85df41ce895e0852a20.png"/></p>
<p>NVDA PE Ratio data by YCharts</p>
<div class="lb-trans"><p>NVDA 市盈率数据来自 YCharts</p>
</div><p>At 55 times trailing earnings, Nvidia's stock isn't that expensive compared to its expected growth over the next few months. Considering that big tech peer <strong>Amazon</strong> trades at a trailing price-to-earnings (P/E) ratio of 48, <strong>Apple</strong> at a P/E of 40, and <strong>Microsoft</strong> at a P/E of 35, Nvidia's stock doesn't seem all that expensive.</p>
<div class="lb-trans"><p>以 55 倍的历史收益计算，英伟达的股票与其未来几个月的预期增长相比并不算昂贵。考虑到大型科技同行 <strong>亚马逊</strong> 的历史市盈率为 48，<strong>苹果</strong> 为 40，<strong>微软</strong> 为 35，英伟达的股票似乎并不算太贵。</p>
</div><p>Nvidia will continue to see strong growth in 2025, partly due to AI agents. This will be a massive trend, and Nvidia is one of the best ways to invest in it. Investors need to continue looking to the future with Nvidia, as anchoring to a past price point won't do you any good. Nvidia is still a strong stock pick, and the AI-based growth story is far from over. Investors can still make a lot of money from it.</p>
<div class="lb-trans"><p>英伟达将在 2025 年继续看到强劲增长，部分原因是 AI 代理。这将是一个巨大的趋势，而英伟达是投资于此的最佳方式之一。投资者需要继续关注英伟达的未来，因为固守过去的价格点对你没有任何好处。英伟达仍然是一个强劲的股票选择，基于 AI 的增长故事远未结束。投资者仍然可以从中赚取丰厚的利润。</p>
</div>

Will 2025 Be the Year of Artificial Intelligence (AI) Agents? Nvidia's CEO Jensen Huang Thinks So.

- Nvidia CEO Jensen Huang 指出，2025 年 AI 代理将成为主流。  
- Nvidia 预计 2026 财年收入将同比增长 52%。  
- 投资 Nvidia 仍具潜力，AI 代理推动未来增长。  

2025 年会成为人工智能（AI）代理的时代吗？英伟达的 CEO 黄仁勋认为是这样