<p><strong>英伟达</strong>(NVDA 4.52%) 再次创造了佳绩。这家人工智能（AI）领军企业以创纪录的季度报告超越了华尔街的预期。因此，周四早晨股价一度上涨了 6.4%，距离历史最高点仅有 5%。</p>
<p>即便在过去一个月英伟达的股价几乎上涨了 25% 之后，这一结果依然令人振奋。投资者期待听到好消息，但数据中心收入同比增长 73% 推动了整体业绩超出预期。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTk5NTcvZGF0YS1jZW50ZXItY29tcHV0ZXItcmFja3MuanBnJnc9NzAw?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTk5NTcvZGF0YS1jZW50ZXItY29tcHV0ZXItcmFja3MuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>英伟达的增长机会</h2>
<p>英伟达报告的整体收入创下了 441 亿美元，超出预期的 433 亿美元。尽管预计因出口限制导致中国销售损失 80 亿美元，但它仍然向投资者指引了第二财季销售额为 450 亿美元。分析师原本预计的指引为 459 亿美元。</p>
<p>对投资者来说，关键是增长依然非常强劲。出口规则的情况仍然不确定，因此公司在已经注销的部分上可能会采取保守态度。总体而言，业务持续增长，主要得益于人工智能基础设施建设的繁荣。</p>
<p>首席执行官黄仁勋在报告中表示：</p>
<blockquote>
<p>世界各国正在将人工智能视为必不可少的基础设施——就像电力和互联网一样——而英伟达正处于这一深刻变革的中心。</p>
</blockquote>
<p>然而，英伟达不仅仅是关于人工智能和数据中心。其游戏部门贡献了近 10% 的总销售额，创下了 38 亿美元的纪录。这只是公司在数据中心之外的一个增长领域。机器人技术和自动驾驶汽车是另外两个领域。</p>
<h2>英伟达是一台现金机器</h2>
<p>由于业务前景依然稳固，投资者在经历了四月份的调整后重新涌入该股。同时，英伟达的现金储备也在不断增加。资产负债表上的现金及现金等价物达到了 537 亿美元，比上个季度增加了超过 100 亿美元。这一增长也发生在季度期间进行了股票回购的情况下。</p>
<p>英伟达正在全力以赴。随着全球人工智能基础设施的增长仍处于早期阶段，现在投资该公司仍不算晚。</p>

英伟达

<p>英伟达的股票在报告创纪录的 441 亿美元收入后上涨了 6.4%，接近其历史最高点。该公司数据中心收入同比增长 73%，超出预期。尽管面临来自中国的潜在收入损失，英伟达预计第二财季销售额将达到 450 亿美元。游戏部门也贡献显著，销售额为 38 亿美元。凭借 537 亿美元的现金储备，英伟达在人工智能基础设施和其他领域的强劲商业前景使其成为一个具有吸引力的投资机会</p>

<p><strong>Nvidia</strong>(NVDA 4.52%) did it again. The artificial intelligence (AI) leader beat Wall Street expectations with another record quarterly report. The stock surged as much as 6.4% Thursday morning as a result, coming within 5% of its all-time high.</p>
<div class="lb-trans"><p><strong>英伟达</strong>(NVDA 4.52%) 再次创造了佳绩。这家人工智能（AI）领军企业以创纪录的季度报告超越了华尔街的预期。因此，周四早晨股价一度上涨了 6.4%，距离历史最高点仅有 5%。</p>
</div><p>That comes even after Nvidia shares had surged nearly 25% in the last month. Investors expected to hear good things, but the 73% year-over-year growth in data center revenue drove even better-than-expected overall results.</p>
<div class="lb-trans"><p>即便在过去一个月英伟达的股价几乎上涨了 25% 之后，这一结果依然令人振奋。投资者期待听到好消息，但数据中心收入同比增长 73% 推动了整体业绩超出预期。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTk5NTcvZGF0YS1jZW50ZXItY29tcHV0ZXItcmFja3MuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F819957%2Fdata-center-computer-racks.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's growing opportunities</h2>
<div class="lb-trans"><h2>英伟达的增长机会</h2>
</div><p>Nvidia reported a record $44.1 billion in overall revenue, compared to expectations of $43.3 billion. It also guided investors for $45 billion in fiscal second-quarter sales, even with an expected $8 billion in lost revenue from China sales due to export restrictions. Analysts had penciled in guidance for $45.9 billion.</p>
<div class="lb-trans"><p>英伟达报告的整体收入创下了 441 亿美元，超出预期的 433 亿美元。尽管预计因出口限制导致中国销售损失 80 亿美元，但它仍然向投资者指引了第二财季销售额为 450 亿美元。分析师原本预计的指引为 459 亿美元。</p>
</div><p>The bottom line for investors is that growth remains incredibly strong. The export rules scenario remains fluid, too, so the company may be conservative in what it has already written off. Overall, business continues to grow, mostly due to a boom in AI infrastructure build-out.</p>
<div class="lb-trans"><p>对投资者来说，关键是增长依然非常强劲。出口规则的情况仍然不确定，因此公司在已经注销的部分上可能会采取保守态度。总体而言，业务持续增长，主要得益于人工智能基础设施建设的繁荣。</p>
</div><p>CEO Jensen Huang stated in the report:</p>
<div class="lb-trans"><p>首席执行官黄仁勋在报告中表示：</p>
</div><blockquote>
<p>Countries around the world are recognizing AI as essential infrastructure -- just like electricity and the internet -- and Nvidia stands at the center of this profound transformation.</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>世界各国正在将人工智能视为必不可少的基础设施——就像电力和互联网一样——而英伟达正处于这一深刻变革的中心。</p>
</blockquote>
</div><p>Yet Nvidia isn't just about AI and data centers. Its gaming segment contributed almost 10% of total sales at a record $3.8 billion. That's just one of the growth areas for the company beyond data centers. Robotics and autonomous vehicles are two others.</p>
<div class="lb-trans"><p>然而，英伟达不仅仅是关于人工智能和数据中心。其游戏部门贡献了近 10% 的总销售额，创下了 38 亿美元的纪录。这只是公司在数据中心之外的一个增长领域。机器人技术和自动驾驶汽车是另外两个领域。</p>
</div><h2>Nvidia is a cash machine</h2>
<div class="lb-trans"><h2>英伟达是一台现金机器</h2>
</div><p>Investors are piling back into the stock after an April correction because its business prospects remain solid. At the same time, Nvidia is piling up cash reserves. Cash and equivalents on the balance sheet reached $53.7 billion. That's more than $10 billion higher than just one quarter ago. It also comes despite share repurchases made in the quarterly period.</p>
<div class="lb-trans"><p>由于业务前景依然稳固，投资者在经历了四月份的调整后重新涌入该股。同时，英伟达的现金储备也在不断增加。资产负债表上的现金及现金等价物达到了 537 亿美元，比上个季度增加了超过 100 亿美元。这一增长也发生在季度期间进行了股票回购的情况下。</p>
</div><p>Nvidia is firing on all cylinders. With global growth for AI infrastructure still in an early stage, it's not too late to own the company.</p>
<div class="lb-trans"><p>英伟达正在全力以赴。随着全球人工智能基础设施的增长仍处于早期阶段，现在投资该公司仍不算晚。</p>
</div>

Nvidia Stock Nears Its All-Time High. Is It a Buy Now?

- Nvidia 报告季度收入 441 亿美元，超出预期 433 亿美元。  
- 数据中心收入同比增长 73%，推动整体业绩超预期。  
- 公司现金储备达 537 亿美元，显示出强劲的业务前景。  

英伟达的股票接近其历史最高点。现在是买入的好时机吗？