<p><strong>英伟达</strong>(NVDA -8.14%) 的股价在交易周开始时再次下跌，截至周一东部时间下午 3:15，跌幅接近 9%。</p>
<p>作为人工智能（AI）先进芯片和软件架构的领导者，英伟达上周发布了另一份强劲的季度报告，但自那时以来，其股价已下跌超过 13%。尽管其股价在 2024 年飙升，但现在的交易价格已低于六个月前的水平。</p>
<p>投资者应该了解导致英伟达财报后股价下滑的负面情绪的驱动因素。对于那些可能觉得去年错过了拥有英伟达股票机会的人来说，现在可能是采取行动的时机。</p>
<h2>对经济放缓的担忧可能被夸大</h2>
<p>英伟达最近的下跌源于投资者对高性能 AI 芯片可能面临出口管制的担忧。目前已经实施的限制措施限制了英伟达最强大的芯片出口到中国。但半导体行业现在受到《华尔街日报》本周末报道的影响，该报道指出英伟达最新的 Blackwell 芯片通过其他亚洲国家的公司在中国销售。这让投资者担心新加坡、越南等其他国家可能会被列入对英伟达最高性能芯片的制裁名单。</p>
<p>但我认为英伟达股价的下跌确实看起来像是一个买入机会。首先，英伟达长期以来一直在与不法分子的欺诈和转运行为作斗争，以遵守美国的出口规则。</p>
<p>其次，该公司在最近的财政第四季度再次超出收入增长预期。其整个财政年度的收入飙升了 114%。该公司预测当前季度的收入将再创纪录。</p>
<p>尽管今年的收入增长可能放缓，但销售和盈利应该会继续增加。现在该股票的估值约为未来 12 个月预期收益的 26 倍，远低于其三年平均的 35 倍。这使得现在成为购买这只高增长股票的好时机。</p>

英伟达

<p>英伟达的股票在周一下跌近 9%，延续了强劲季度报告后的下行趋势。此次下跌归因于投资者对可能对人工智能芯片实施出口管制的担忧，特别是针对对中国和其他亚洲国家的销售。尽管存在这些担忧，分析师认为这可能是一个买入机会，因为英伟达在上一个财年的收入增长了 114%，而目前股票的估值为预期收益的 26 倍，低于其三年平均的 35 倍</p>

<p><strong>Nvidia</strong>(NVDA -8.14%) shares were dropping again to start the trading week, down nearly 9% as of 3:15 p.m. ET Monday.</p>
<div class="lb-trans"><p><strong>英伟达</strong>(NVDA -8.14%) 的股价在交易周开始时再次下跌，截至周一东部时间下午 3:15，跌幅接近 9%。</p>
</div><p>Nvidia, the leader in artificial intelligence (AI) advanced chips and software architecture, released another strong quarterly report last week, but its stock has plunged more than 13% since then. And while its share price soared in 2024, it's now trading below its levels from six months ago.</p>
<div class="lb-trans"><p>作为人工智能（AI）先进芯片和软件架构的领导者，英伟达上周发布了另一份强劲的季度报告，但自那时以来，其股价已下跌超过 13%。尽管其股价在 2024 年飙升，但现在的交易价格已低于六个月前的水平。</p>
</div><p>Investors should understand what's driving the negative sentiment that contributed to Nvidia's post-earnings slump. Here's why now may be the chance to act for those who might have felt they'd missed out on owning Nvidia shares last year.</p>
<div class="lb-trans"><p>投资者应该了解导致英伟达财报后股价下滑的负面情绪的驱动因素。对于那些可能觉得去年错过了拥有英伟达股票机会的人来说，现在可能是采取行动的时机。</p>
</div><h2>Fears of a slowdown may be overblown</h2>
<div class="lb-trans"><h2>对经济放缓的担忧可能被夸大</h2>
</div><p>Nvidia's recent drop stems from investors' fears that export controls may be coming for high-performing AI chips. Restrictions are already in place that limit Nvidia's most powerful chips from being exported to China. But the semiconductor sector is now being rattled by <em>The Wall Street Journal</em>'s report this weekend that Nvidia's latest Blackwell chips are being offered in China through companies in other Asian countries. That has investors fearing other countries -- including Singapore, Vietnam, and others -- could be added to a sanction list for Nvidia's highest-powered chips.</p>
<div class="lb-trans"><p>英伟达最近的下跌源于投资者对高性能 AI 芯片可能面临出口管制的担忧。目前已经实施的限制措施限制了英伟达最强大的芯片出口到中国。但半导体行业现在受到《华尔街日报》本周末报道的影响，该报道指出英伟达最新的 Blackwell 芯片通过其他亚洲国家的公司在中国销售。这让投资者担心新加坡、越南等其他国家可能会被列入对英伟达最高性能芯片的制裁名单。</p>
</div><p>But I think Nvidia stock's decline does look like a buying opportunity. First, Nvidia has long been battling fraud and transshipments by bad actors as it works to adhere to U.S. export rules.</p>
<div class="lb-trans"><p>但我认为英伟达股价的下跌确实看起来像是一个买入机会。首先，英伟达长期以来一直在与不法分子的欺诈和转运行为作斗争，以遵守美国的出口规则。</p>
</div><p>Second, the company beat expectations for revenue growth once again in its recent fiscal fourth quarter. Revenue soared 114% for its full fiscal year. And the company predicts another record for revenue in the current quarter.</p>
<div class="lb-trans"><p>其次，该公司在最近的财政第四季度再次超出收入增长预期。其整个财政年度的收入飙升了 114%。该公司预测当前季度的收入将再创纪录。</p>
</div><p>While revenue <em>growth</em> may slow this year, sales -- and earnings -- should continue to increase. And the stock is now valued at about 26 times the next 12 months' expected earnings. That's well below its three-year average of 35 times. That makes now a good time to buy this high-growth stock.</p>
<div class="lb-trans"><p>尽管今年的收入增长可能放缓，但销售和盈利应该会继续增加。现在该股票的估值约为未来 12 个月预期收益的 26 倍，远低于其三年平均的 35 倍。这使得现在成为购买这只高增长股票的好时机。</p>
</div>

Nvidia Stock Plunged Again Monday. Is This a Great Chance to Buy?

- Nvidia 股价下跌近 9%，自上周强劲财报后已跌逾 13%。  
- 投资者担心出口管制影响高性能 AI 芯片，导致负面情绪。  
- 尽管面临挑战，Nvidia 仍预测本季度创收纪录，当前估值低于三年平均水平。  

英伟达股票周一再次暴跌。这是一个绝佳的买入机会吗？