<p>仅仅三周前，<strong>英伟达</strong>(NVDA 0.40%) 的股票交易价格还不到每股 100 美元。截至周五早盘交易，投资者需要支付比那高出 35% 的价格。</p>
<p>仅本周，英伟达的股票上涨了 16.2%，根据标准普尔全球市场情报提供的数据。这是因为本周的新公告减轻了对其先进人工智能（AI）芯片增长放缓和支出下降的许多担忧。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTg0NTUvYWktb24tYS1jb21wdXRlci1jaGlwLmpwZyZ3PTcwMA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTg0NTUvYWktb24tYS1jb21wdXRlci1jaGlwLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>英伟达从出口限制到出口繁荣</h2>
<p>英伟达首次宣布将与沙特阿拉伯国有人工智能初创公司 Humain 合作，在未来五年内建设容量高达 500 兆瓦（MW）的人工智能工厂。英伟达表示将提供 “数十万” 颗其最先进的 GPU 芯片，以支持数据中心。</p>
<p>看起来首席执行官黄仁勋在中东之行中并没有止步于此。美国商务部宣布，美国和阿联酋（UAE）将合作在阿布扎比建设一个容量为 5 千兆瓦（GW）的数据中心园区。报道称，英伟达可能会向该项目提供 50 万颗 AI 芯片。</p>
<p>这些公告消除了对英伟达数据中心销售放缓的担忧，并推动股票飙升。然而，未来可能还有更大的上行空间。美国几家大型科技公司也重申了继续在 AI 基础设施上进行资本支出的计划。</p>
<p>仍然担心增长放缓的投资者可能在等待公司提供具体的指导，以证明对 AI 的投资仍在健康的步伐中。然而，市场是前瞻性的，股票可能会在英伟达即将于 5 月 28 日发布的季度报告之前上涨。</p>
<p>本周似乎已经开始了这一上涨的步伐，我预计这种趋势会持续到 5 月 28 日的报告日期。</p>

英伟达

<p>英伟达的股票本周上涨了 16.2%，较三周前每股不足 100 美元的价格上涨了 35%。这一增长得益于新合作伙伴关系的建立，包括与沙特阿拉伯的 Humain 合作建设人工智能工厂，以及与阿联酋在阿布扎比合作建立数据中心。这些进展缓解了人们对人工智能芯片销售增长放缓的担忧。投资者预计在英伟达 5 月 28 日的季度报告发布之前将进一步获利，因为主要科技公司继续投资于人工智能基础设施</p>

<p>It was only three weeks ago that <strong>Nvidia</strong>(NVDA 0.40%) stock was trading for less than $100 per share. As of early Friday trading, investors have to pay 35% more than that.</p>
<div class="lb-trans"><p>仅仅三周前，<strong>英伟达</strong>(NVDA 0.40%) 的股票交易价格还不到每股 100 美元。截至周五早盘交易，投资者需要支付比那高出 35% 的价格。</p>
</div><p>This week alone, Nvidia shares have surged 16.2%, according to data provided by S&amp;P Global Market Intelligence. That's because many of the concerns of slowing growth and declining spending for its advanced artificial intelligence (AI) chips have been diminished with new announcements this week.</p>
<div class="lb-trans"><p>仅本周，英伟达的股票上涨了 16.2%，根据标准普尔全球市场情报提供的数据。这是因为本周的新公告减轻了对其先进人工智能（AI）芯片增长放缓和支出下降的许多担忧。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTg0NTUvYWktb24tYS1jb21wdXRlci1jaGlwLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F818455%2Fai-on-a-computer-chip.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><h2>Nvidia goes from export restrictions to export boom</h2>
<div class="lb-trans"><h2>英伟达从出口限制到出口繁荣</h2>
</div><p>Nvidia first announced it would be partnering with Saudi Arabian state-owned AI start-up Humain to build AI factories with up to 500 megawatts (MW) in capacity over the next five years. Nvidia said it would supply &#34;several hundred thousand&#34; of its most advanced GPU chips to power the data centers.</p>
<div class="lb-trans"><p>英伟达首次宣布将与沙特阿拉伯国有人工智能初创公司 Humain 合作，在未来五年内建设容量高达 500 兆瓦（MW）的人工智能工厂。英伟达表示将提供 “数十万” 颗其最先进的 GPU 芯片，以支持数据中心。</p>
</div><p>It also doesn't appear that CEO Jensen Huang stopped there on his trip to the Middle East. The U.S. Commerce Department announced the U.S. and United Arab Emirates (UAE) will partner to build a data center campus in Abu Dhabi with a capacity of 5 gigawatts (GW). Reports also said that Nvidia could supply 500,000 AI chips to the project.</p>
<div class="lb-trans"><p>看起来首席执行官黄仁勋在中东之行中并没有止步于此。美国商务部宣布，美国和阿联酋（UAE）将合作在阿布扎比建设一个容量为 5 千兆瓦（GW）的数据中心园区。报道称，英伟达可能会向该项目提供 50 万颗 AI 芯片。</p>
</div><p>Those announcements quashed concerns of slowing data center sales for Nvidia and sent the stock soaring. Yet there could be much more upside ahead. Several large tech companies in the U.S. have also reiterated plans to continue capital spending for AI infrastructure.</p>
<div class="lb-trans"><p>这些公告消除了对英伟达数据中心销售放缓的担忧，并推动股票飙升。然而，未来可能还有更大的上行空间。美国几家大型科技公司也重申了继续在 AI 基础设施上进行资本支出的计划。</p>
</div><p>Investors still fearing a growth slowdown may be waiting for the company to provide specific guidance as proof that investments in AI continue at a healthy pace. Yet the market is forward-looking, and the stock may move higher ahead of Nvidia's upcoming quarterly report due on May 28.</p>
<div class="lb-trans"><p>仍然担心增长放缓的投资者可能在等待公司提供具体的指导，以证明对 AI 的投资仍在健康的步伐中。然而，市场是前瞻性的，股票可能会在英伟达即将于 5 月 28 日发布的季度报告之前上涨。</p>
</div><p>It seems to have started that march higher this week, and I'd expect that to continue until that May 28 reporting date.</p>
<div class="lb-trans"><p>本周似乎已经开始了这一上涨的步伐，我预计这种趋势会持续到 5 月 28 日的报告日期。</p>
</div>

Nvidia Stock Soared This Week. Why There Could Be More Gains Coming Soon.

- Nvidia 股价在三周内上涨 35%，本周上涨 16.2%。  
- 公司与沙特合作建设 AI 工厂，预计提供数十万颗 GPU 芯片。  
- 投资者期待 Nvidia 在 5 月 28 日的季度报告中提供增长指引。  

英伟达的股票本周大幅上涨。为什么近期可能会有更多的涨幅