<p><strong>英伟达</strong>(NVDA 4.24%) 的股票在周四上涨，整体市场的乐观情绪推动了这一走势。截至东部时间下午 1:15，该公司的股价上涨了 4.4%。在当天交易的同一时刻，<strong>标准普尔 500 指数</strong> 上涨了 0.9%，<strong>纳斯达克综合指数</strong> 上涨了 1.8%。在早些时候的交易中，英伟达的股票曾上涨至 5.5%。</p>
<p><strong>微软</strong> 和 <strong>Meta Platforms</strong> 在昨天市场收盘后发布了季度财报，强劲的业绩和指引帮助推动了英伟达的估值上涨。但即便在今天的涨幅中，截至目前，英伟达的股票仍然较年初下跌了大约 24%。</p>
<h2>现在英伟达的股票值得买吗？</h2>
<p>据报道，微软是英伟达最大的客户，而 Meta 则被认为是这家人工智能（AI）硬件领导者的第二大客户。随着他们最近的季度报告，微软和 Meta 帮助增强了英伟达股票的看涨论点。除了发布由 AI 技术和服务驱动的销售和盈利超预期外，两家公司还表示它们将继续在人工智能处理器上进行大量投资。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTY3OTQvZ2V0dHlpbWFnZXMtMjA3ODkxNzEwOS5qcGcmdz03MDA?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://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTY3OTQvZ2V0dHlpbWFnZXMtMjA3ODkxNzEwOS5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<p>微软在其当前财政年度第三季度（截至 3 月 31 日）报告了非公认会计原则（调整后）资本支出（capex）为 167.5 亿美元，较去年同期增长 53%。与此同时，分析师的平均预期为资本支出为 163.7 亿美元。</p>
<p>Meta 的新资本支出预测也给英伟达投资者带来了好消息。这家社交媒体巨头现在预计其今年的资本支出将在 640 亿美元到 720 亿美元之间，较之前的指导（600 亿美元到 650 亿美元）大幅上调。</p>
<p>微软和 Meta 的资本支出主要集中在扩展其人工智能基础设施上，而英伟达的先进处理器是这一领域成功的关键硬件。新的资本支出数据似乎减轻了最近关于微软和其他科技巨头缩减数据中心计划的报道的重要性，并表明对人工智能硬件的需求仍然非常强劲。因此，尽管英伟达的股票可能会继续随着整体市场的波动而波动，但长期投资论点似乎依然稳固。</p>

微软

英伟达

META

<p>在积极的市场背景下，英伟达的股票上涨了 4.4%，这得益于主要客户微软和 Meta 发布的强劲季度业绩。尽管年初至今下跌了 24%，但这种乐观情绪得到了两家公司在人工智能基础设施方面增加资本支出的支持。微软报告称其资本支出同比增长了 53%，而 Meta 则大幅上调了其预测。这表明对英伟达人工智能处理器的需求强劲，尽管短期内可能会出现波动，但长期投资前景依然积极</p>

<p><strong>Nvidia</strong>(NVDA 4.24%) stock is rising Thursday amid a bullish backdrop for the broader market. The company's share price was up 4.4% as of 1:15 p.m. ET. At the same point in the day's trading, the <strong>S&amp;P 500</strong> index was up 0.9% and the <strong>Nasdaq Composite</strong> had risen 1.8%. Earlier in the session, Nvidia stock had been up as much as 5.5%.</p>
<div class="lb-trans"><p><strong>英伟达</strong>(NVDA 4.24%) 的股票在周四上涨，整体市场的乐观情绪推动了这一走势。截至东部时间下午 1:15，该公司的股价上涨了 4.4%。在当天交易的同一时刻，<strong>标准普尔 500 指数</strong> 上涨了 0.9%，<strong>纳斯达克综合指数</strong> 上涨了 1.8%。在早些时候的交易中，英伟达的股票曾上涨至 5.5%。</p>
</div><p><strong>Microsoft</strong> and <strong>Meta Platforms</strong> reported quarterly results after the market closed yesterday, and strong results and guidance from both companies is helping to push Nvidia's valuation higher today. But even with today's gains, Nvidia stock is still down roughly 24% year to date as of this writing.</p>
<div class="lb-trans"><p><strong>微软</strong> 和 <strong>Meta Platforms</strong> 在昨天市场收盘后发布了季度财报，强劲的业绩和指引帮助推动了英伟达的估值上涨。但即便在今天的涨幅中，截至目前，英伟达的股票仍然较年初下跌了大约 24%。</p>
</div><h2>Is Nvidia stock a buy right now?</h2>
<div class="lb-trans"><h2>现在英伟达的股票值得买吗？</h2>
</div><p>Microsoft is reportedly Nvidia's biggest customer, and Meta is said to be the artificial intelligence (AI) hardware leader's second-biggest client. With their recent quarterly reports, Microsoft and Meta have helped bolster the bull case for Nvidia stock. In addition to posting sales and earnings beats that were heavily driven by AI technologies and services, both companies signaled that they are continuing to spend heavily on artificial intelligence processors.</p>
<div class="lb-trans"><p>据报道，微软是英伟达最大的客户，而 Meta 则被认为是这家人工智能（AI）硬件领导者的第二大客户。随着他们最近的季度报告，微软和 Meta 帮助增强了英伟达股票的看涨论点。除了发布由 AI 技术和服务驱动的销售和盈利超预期外，两家公司还表示它们将继续在人工智能处理器上进行大量投资。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTY3OTQvZ2V0dHlpbWFnZXMtMjA3ODkxNzEwOS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F816794%2Fgettyimages-2078917109.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><p>Microsoft reported non-GAAP (adjusted) capital expenditures (capex) of $16.75 billion in the third quarter of its current fiscal year, which ended March 31. Capex was up 53% year over year in the period. Meanwhile, the average analyst estimate had called for capex to come in at $16.37 billion.</p>
<div class="lb-trans"><p>微软在其当前财政年度第三季度（截至 3 月 31 日）报告了非公认会计原则（调整后）资本支出（capex）为 167.5 亿美元，较去年同期增长 53%。与此同时，分析师的平均预期为资本支出为 163.7 亿美元。</p>
</div><p>Meta's new capex forecast also brought good news for Nvidia investors. The social media giant now forecasts its capex for this year to be between $64 billion and $72 billion -- a big leap from its previous guidance for between $60 billion and $65 billion.</p>
<div class="lb-trans"><p>Meta 的新资本支出预测也给英伟达投资者带来了好消息。这家社交媒体巨头现在预计其今年的资本支出将在 640 亿美元到 720 亿美元之间，较之前的指导（600 亿美元到 650 亿美元）大幅上调。</p>
</div><p>Microsoft's and Meta's capital expenditures are heavily focused on expanding their AI infrastructures, and Nvidia's advanced processors are the key hardware that underpins success in the space. The new capex data appears to mute the significance of recent reports that Microsoft and other tech giants were scaling back their data center plans and suggests that demand for AI hardware continues to be very strong. So while Nvidia stock will likely continue to see volatility in conjunction with moves for the broader market, the long-term investment thesis appears to be intact.</p>
<div class="lb-trans"><p>微软和 Meta 的资本支出主要集中在扩展其人工智能基础设施上，而英伟达的先进处理器是这一领域成功的关键硬件。新的资本支出数据似乎减轻了最近关于微软和其他科技巨头缩减数据中心计划的报道的重要性，并表明对人工智能硬件的需求仍然非常强劲。因此，尽管英伟达的股票可能会继续随着整体市场的波动而波动，但长期投资论点似乎依然稳固。</p>
</div>

Nvidia Is Jumping Today -- Is the Artificial Intelligence (AI) Stock a Buy?

- Nvidia 股价因市场乐观情绪上涨 4.4%，但年初至今仍下跌约 24%。  
- 微软和 Meta 的强劲财报推动了 Nvidia 的估值，二者均加大了对 AI 处理器的投资。  
- 微软第三季度资本支出达 167.5 亿美元，Meta 预计资本支出在 640 亿至 720 亿美元之间。  

英伟达今天股价上涨——这只人工智能（AI）股票是否值得买入？