<p><strong>英伟达</strong>(NVDA -1.14%) 将在三天后召开 2025 年股东大会。在 6 月 25 日之前，你应该疯狂购买英伟达的股票吗？不——至少不是因为这次会议。不过，这并不意味着在接下来的几天内购买这家图形处理单元 (GPU) 制造商的股票是个坏主意。</p>
<p>一些公司事件可以为股票提供巨大的催化剂。季度财报发布就是一个明显的例子。重大产品发布是另一个例子。年度股东大会？不太可能。然而，还有其他原因可能促使你更早购买英伟达的股票。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjIzOTgvbnZpZGlhLWhlYWRxdWFydGVycy13aXRoLW52aWRpYS1zaWduLWluLWZyb250LnBuZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="420" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjIzOTgvbnZpZGlhLWhlYWRxdWFydGVycy13aXRoLW52aWRpYS1zaWduLWluLWZyb250LnBuZyZ3PTcwMA"/></p>
<p>图片来源：英伟达。</p>
<h2>英伟达计划讨论的内容</h2>
<p>在很大程度上，英伟达本周的年度股东大会可能会很无聊。议程的第一项是选举董事会成员。除非发生真正令人震惊的事情，否则提名的董事名单应该会顺利通过。</p>
<p>接下来是对高管薪酬的咨询性批准投票，通常称为 “薪酬表决”。这允许股东对英伟达下一年的高管薪酬计划表达赞成或反对意见。然而，这项投票对董事会并不具有约束力。</p>
<p>也许选择普华永道作为英伟达的独立会计师事务所会让一些投资者感到兴奋，但我对此表示怀疑。无论如何，这将是议程上的下一项内容。</p>
<p>在去年的年度会议上，股东批准了一项非约束性提案，要求董事会取消英伟达章程和细则中的超级多数投票条款。经过考虑，董事会决定建议修改这些文件。因此，取消超级多数投票条款将在即将召开的会议上正式投票（并且，具有讽刺意味的是，这需要 66 2/3% 的股东超级多数投票才能生效）。</p>
<p>类似地，今年的议程上有三个股东提案：</p>
<ul>
<li>消除召开特别股东会议的一年持股期要求。</li>
<li>请求董事会采纳新的董事选举辞职政策。</li>
<li>请求英伟达增强其公共报告，包括一张按性别和种族识别员工的图表，涵盖九个平等就业机会委员会 (EEOC) 定义的职位类别。</li>
</ul>
<p>英伟达的董事会建议股东投票反对这些提案。即使这些提案获得通过，也不会影响股票。虽然在公司年度股东大会的 “其他事项” 部分可能会出现一些有趣的事情，但我不敢打赌。</p>
<h2>更重要的即将到来的事件</h2>
<p>如果你在寻找英伟达股票的催化剂，可能还需要再等一段时间。下一个可能导致股价上涨的事件将是公司在 2025 年 8 月 27 日发布 2026 财年第二季度业绩。</p>
<p>然而，这个第二季度的更新可能不会对股价产生太大影响。英伟达需要超出盈利预期，或者揭示其他真正积极的消息，才能对股票产生显著影响。</p>
<h2>为什么要尽早购买英伟达股票？</h2>
<p>仅仅因为英伟达的年度股东大会可能会是一个无关紧要的事件，并不意味着在 6 月 25 日之前疯狂购买该股票是个坏主意。实际上，对于长期投资者来说，这可能是一个明智的举动。</p>
<p>在我看来，人工智能 (AI) 的采用仅处于早期阶段，AI 代理的崛起可能为英伟达提供显著的助力。开发人工通用智能 (AGI) 的进展也可能如此。</p>
<p>虽然我可以想象一个未来，英伟达不再处于 AI 芯片市场的前沿，但我认为该公司仍将是一个关键参与者的可能性更大。英伟达的 Blackwell GPU 是目前最好的 AI 芯片。该公司每年推出的新产品路线图应该能让英伟达保持领先地位。</p>
<p>当然，估值是购买该股票的一个长期反对意见。我自己过去也提出过这个问题。然而，如果 AI 市场的发展如我所预期的那样，英伟达的增长将证明其当前估值是合理的。如果投资者在 6 月 25 日之前不购买该股票，他们不会错过机会。但如果你相信英伟达的潜力，现在正是最佳时机。</p>

英伟达

2 倍做多英伟达 ETF - GraniteShares

南方两倍做多英伟达

南方两倍做空英伟达

英伟达期权收益策略 ETF - YieldMax

1 倍做空英伟达 ETF - Direxion

2 倍做多 NVDA ETF - T-Rex

2 倍做空 NVDA ETF - T-Rex

<p>英伟达的年度股东大会定于 2025 年 6 月 25 日举行，但这可能不会对股价产生重大影响。议程包括选举董事会成员和投票决定高管薪酬，这对股票没有约束力。尽管会议可能平淡无奇，但长期投资者可能会考虑购买英伟达的股票，因为人工智能的潜在增长以及公司在 AI 芯片市场的强大地位。未来的财报可能会为股价变动提供更实质性的催化剂</p>

<p><strong>Nvidia</strong>(NVDA -1.14%) will hold its 2025 shareholder meeting in three days. Should you buy Nvidia stock hand over fist before June 25? No -- at least, not because of the meeting. That doesn't mean scooping up shares of the graphics processing unit (GPU) maker over the next few days is a bad move, though.</p>
<div class="lb-trans"><p><strong>英伟达</strong>(NVDA -1.14%) 将在三天后召开 2025 年股东大会。在 6 月 25 日之前，你应该疯狂购买英伟达的股票吗？不——至少不是因为这次会议。不过，这并不意味着在接下来的几天内购买这家图形处理单元 (GPU) 制造商的股票是个坏主意。</p>
</div><p>Some corporate events can provide huge catalysts for stocks. Quarterly earnings releases are one obvious example. Major product announcements are another. Annual shareholder meeting? Not so much. However, there are other reasons you might want to buy Nvidia stock sooner rather than later.</p>
<div class="lb-trans"><p>一些公司事件可以为股票提供巨大的催化剂。季度财报发布就是一个明显的例子。重大产品发布是另一个例子。年度股东大会？不太可能。然而，还有其他原因可能促使你更早购买英伟达的股票。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjIzOTgvbnZpZGlhLWhlYWRxdWFydGVycy13aXRoLW52aWRpYS1zaWduLWluLWZyb250LnBuZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F822398%2Fnvidia-headquarters-with-nvidia-sign-in-front.png&amp;op=resize&amp;w=700"/></p>
<p>Image source: Nvidia.</p>
<div class="lb-trans"><p>图片来源：英伟达。</p>
</div><h2>What Nvidia plans to discuss</h2>
<div class="lb-trans"><h2>英伟达计划讨论的内容</h2>
</div><p>For the most part, Nvidia's annual shareholder meeting this week will probably be boring. First on the agenda is to elect the board of directors. Unless something truly shocking happens, the nominated slate of directors should be a shoo-in.</p>
<div class="lb-trans"><p>在很大程度上，英伟达本周的年度股东大会可能会很无聊。议程的第一项是选举董事会成员。除非发生真正令人震惊的事情，否则提名的董事名单应该会顺利通过。</p>
</div><p>Next up is a vote on advisory approval of executive compensation, commonly referred to as &#34;say-on-pay.&#34; This allows shareholders to voice their approval or disapproval of Nvidia's executive compensation plan for the next year. However, the vote isn't binding on the board of directors.</p>
<div class="lb-trans"><p>接下来是对高管薪酬的咨询性批准投票，通常称为 “薪酬表决”。这允许股东对英伟达下一年的高管薪酬计划表达赞成或反对意见。然而，这项投票对董事会并不具有约束力。</p>
</div><p>Maybe the selection of PricewaterhouseCoopers LLP as Nvidia's independent accounting firm will excite some investors, but I doubt it. Either way, it's the next item on the agenda.</p>
<div class="lb-trans"><p>也许选择普华永道作为英伟达的独立会计师事务所会让一些投资者感到兴奋，但我对此表示怀疑。无论如何，这将是议程上的下一项内容。</p>
</div><p>At last year's annual meeting, shareholders approved a nonbinding proposal requesting the board to eliminate supermajority voting provisions in Nvidia's charter and bylaws. After consideration, the board decided to recommend changing those documents. As a result, eliminating the supermajority voting provisions will be officially voted on at the upcoming meeting (and will, somewhat ironically, require a supermajority vote of 66 2/3% of shareholders to become effective).</p>
<div class="lb-trans"><p>在去年的年度会议上，股东批准了一项非约束性提案，要求董事会取消英伟达章程和细则中的超级多数投票条款。经过考虑，董事会决定建议修改这些文件。因此，取消超级多数投票条款将在即将召开的会议上正式投票（并且，具有讽刺意味的是，这需要 66 2/3% 的股东超级多数投票才能生效）。</p>
</div><p>On a similar note, three stockholder proposals are on the agenda this year:</p>
<div class="lb-trans"><p>类似地，今年的议程上有三个股东提案：</p>
</div><ul>
<li>Eliminate the one-year holding period requirement to call a special stockholder meeting.</li>
<li>Request that the board adopt a new director election resignation policy.</li>
<li>Request that Nvidia enhance its public reporting to include a chart identifying employees by gender and race for the nine Equal Employment Opportunity Commission (EEOC)-defined job categories.</li>
</ul>
<div class="lb-trans"><ul>
<li>消除召开特别股东会议的一年持股期要求。</li>
<li>请求董事会采纳新的董事选举辞职政策。</li>
<li>请求英伟达增强其公共报告，包括一张按性别和种族识别员工的图表，涵盖九个平等就业机会委员会 (EEOC) 定义的职位类别。</li>
</ul>
</div><p>Nvidia's board recommended shareholders vote against these proposals. Even if the proposals are approved, though, none would affect the stock. It's possible that something interesting could arise during the &#34;other matters&#34; part of the company's annual shareholder meeting, but I wouldn't bet on it.</p>
<div class="lb-trans"><p>英伟达的董事会建议股东投票反对这些提案。即使这些提案获得通过，也不会影响股票。虽然在公司年度股东大会的 “其他事项” 部分可能会出现一些有趣的事情，但我不敢打赌。</p>
</div><h2>A more important upcoming event</h2>
<div class="lb-trans"><h2>更重要的即将到来的事件</h2>
</div><p>If you're looking for a catalyst for Nvidia stock, you'll probably have to wait a while longer. The next scheduled event that could cause shares to rise won't be until the company reports its fiscal year 2026 second-quarter results on Aug. 27, 2025.</p>
<div class="lb-trans"><p>如果你在寻找英伟达股票的催化剂，可能还需要再等一段时间。下一个可能导致股价上涨的事件将是公司在 2025 年 8 月 27 日发布 2026 财年第二季度业绩。</p>
</div><p>However, it's entirely possible that this Q2 update won't move the needle much. Nvidia would need to blow past earnings estimates or reveal something else that's really positive to have a significant effect on the stock.</p>
<div class="lb-trans"><p>然而，这个第二季度的更新可能不会对股价产生太大影响。英伟达需要超出盈利预期，或者揭示其他真正积极的消息，才能对股票产生显著影响。</p>
</div><h2>Why buy Nvidia stock sooner rather than later?</h2>
<div class="lb-trans"><h2>为什么要尽早购买英伟达股票？</h2>
</div><p>Just because Nvidia's annual shareholder meeting will likely be a big nothingburger doesn't mean buying the stock hand over fist before June 25 is a bad idea. Actually, for long-term investors, it could be a smart move.</p>
<div class="lb-trans"><p>仅仅因为英伟达的年度股东大会可能会是一个无关紧要的事件，并不意味着在 6 月 25 日之前疯狂购买该股票是个坏主意。实际上，对于长期投资者来说，这可能是一个明智的举动。</p>
</div><p>From my perspective, the adoption of artificial intelligence (AI) is only in its early stages, and the rise of AI agents could provide a significant tailwind for Nvidia. So could progress in developing artificial general intelligence (AGI).</p>
<div class="lb-trans"><p>在我看来，人工智能 (AI) 的采用仅处于早期阶段，AI 代理的崛起可能为英伟达提供显著的助力。开发人工通用智能 (AGI) 的进展也可能如此。</p>
</div><p>While I can imagine a future where Nvidia isn't at the forefront of the AI chip market, I think it's much more likely that the company will remain a key player. Nvidia's Blackwell GPU is the best AI chip available. The company's roadmap of new products each year should keep Nvidia ahead of the pack.</p>
<div class="lb-trans"><p>虽然我可以想象一个未来，英伟达不再处于 AI 芯片市场的前沿，但我认为该公司仍将是一个关键参与者的可能性更大。英伟达的 Blackwell GPU 是目前最好的 AI 芯片。该公司每年推出的新产品路线图应该能让英伟达保持领先地位。</p>
</div><p>Sure, valuation is a perennial objection to buying the stock. I've raised the question myself in the past. However, if the AI market unfolds like I suspect it will, Nvidia's growth will justify its current valuation. Investors won't miss the opportunity if they don't buy the stock before June 25. But if you believe in Nvidia's potential, there's no time like the present.</p>
<div class="lb-trans"><p>当然，估值是购买该股票的一个长期反对意见。我自己过去也提出过这个问题。然而，如果 AI 市场的发展如我所预期的那样，英伟达的增长将证明其当前估值是合理的。如果投资者在 6 月 25 日之前不购买该股票，他们不会错过机会。但如果你相信英伟达的潜力，现在正是最佳时机。</p>
</div>

Should You Buy Nvidia Stock Hand Over Fist Before June 25?

- Nvidia 将于 6 月 25 日召开年度股东大会，主要议程包括选举董事会。  
- 股东将投票批准高管薪酬，但该投票对董事会不具约束力。  
- 尽管会议可能平淡，长期投资者仍可考虑提前购买 Nvidia 股票。  

你是否应该在 6 月 25 日之前大量买入英伟达的股票？