<p><strong>英伟达</strong>(NVDA 4.26%) 的股票在今年失去了一些动能，此前在过去五年中上涨了 1400%。由于多种原因，包括对新人工智能（AI）模型可能不再需要其强大芯片的担忧，以及限制公司向中国发货的法规，投资者信心有所下降。</p>
<p>但许多投资者仍然看好其令人难以置信的长期机会，覆盖该公司的 67 位华尔街分析师中有 90% 仍然将其评为买入。让我们看看英伟达目前的状况、未来的发展方向，以及今天投资英伟达股票是否能让你成为百万富翁。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjE5NjQvcGVyc29uLXdpdGgtc3RhY2stb2YtZG9sbGFyLWJpbGxzLmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="466" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjE5NjQvcGVyc29uLXdpdGgtc3RhY2stb2YtZG9sbGFyLWJpbGxzLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>人工智能平台的关键</h2>
<p>尽管关于英伟达能有多大增长的讨论不断，但它在 2026 财年第一季度（截至 4 月 27 日）发布了令人惊艳的财报。收入同比增长 69%，非公认会计原则（调整后）每股收益从去年的 0.61 美元上升至今年的 0.81 美元。这其中包括因无法满足对中国的订单而产生的费用，导致每股损失 0.15 美元。英伟达是一台利润机器，净利润率为 52%。</p>
<p>英伟达在其领域中轻松占据领导地位，视乎不同的观点，其在整个 AI 芯片市场的份额高达 95%。它与几乎所有主要的 AI 参与者都有合作关系，这些公司依赖其强大的图形处理单元（GPU）来实现生成式 AI 的魔力。提供 AI 平台的公司，如 <strong>亚马逊</strong> 和 <strong>Meta Platforms</strong>，需要庞大的数据中心来创造驱动技术所需的强大动力，而它们需要英伟达作为合作伙伴。数据中心是英伟达目前增长最快的业务，第一季度同比增长 73%。</p>
<p>以亚马逊为例，它正在开发自己的芯片，以为一些客户提供预算选项。然而，它将继续与英伟达保持合作关系，因为它需要英伟达的高质量产品来满足其最大的客户。</p>
<h2>走在潮流前沿</h2>
<p>几个月前，当中国的 LLM DeepSeek 发布时，市场对此表示担忧，因为它似乎在不需要像英伟达这样的芯片的情况下提供了出色的结果。即便在那时，英伟达首席执行官黄仁勋也欢迎这一消息，并表示 AI 的进步对整个行业，包括英伟达，都是有利的，他并不担心。</p>
<p>随着英伟达继续推出行业领先的产品和卓越的业绩，这些担忧已经减弱。该公司最近用其改进的技术取代了之前的 AI 一代产品 Hopper，推出了名为 Blackwell 的新一代产品。它正在发布该产品的下一个版本，称为 Blackwell Ultra，并且正在研发下一代更强大的芯片，名为 Rubin，预计明年发布。</p>
<p>黄仁勋表示，推理的需求（即生成式 AI 如何将数据收集转化为结果）在过去一年中激增，代理 AI 将对 AI 计算产生更高的需求。他补充道：“世界各国正在将 AI 视为基础设施的核心——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>
<p>AI 的机会实在是巨大，英伟达有望保持其主导地位，并继续为股东创造财富。</p>
<h2>英伟达能让你成为百万富翁吗？</h2>
<p>有理由设想英伟达将继续快速增长，其股票也将反映这一点。然而，尽管增长迅速，英伟达不太可能再现早期的股票涨幅。该公司已经太大了。它已经预计其增长率将放缓，尽管它也预计业务将继续增长。对于一个日益庞大的基础，报告高双位数增长变得更加困难。</p>
<p>这部分原因使得从盈利的角度来看，英伟达的股票看起来非常合理。它的前瞻性市盈率仅为 25。</p>
<p>今天投资 10,000 美元可能是个好主意，但单靠这笔投资不太可能让你成为百万富翁。将 10,000 美元变成 100 万美元意味着需要 10,000% 的增长，而在这个阶段，英伟达的股票不太可能实现这一目标，即使是从长远来看。</p>
<p>然而，该公司仍然拥有令人难以置信的机会，并应在未来几年内为投资者带来丰厚的回报。如果你正在寻找一个强有力的 AI 股票候选者来加入你的投资组合，并且还没有持有英伟达的股票，它可能是一个值得加入百万富翁投资组合的有价值部分。</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

半导体 3 倍做多 - Direxion

<p>英伟达的股票在经历了五年 1400% 的增长后，因对人工智能模型需求和对中国的运输法规的担忧，动能出现了下降。尽管如此，90% 的华尔街分析师仍然推荐将其视为买入。英伟达在 2026 财年第一季度报告了 69% 的收入增长，保持了 52% 的净利润率。虽然其增长可能会放缓，但在人工智能市场中仍然是一个强劲的参与者。投资 1 万美元于英伟达可能不会让人一夜致富，但未来仍可能带来可观的回报</p>

<p><strong>Nvidia</strong>(NVDA 4.26%) stock has lost some of its momentum this year after gaining 1,400% over the past five years. It's lost some investor confidence for a number of reasons, including fears that new artificial intelligence (AI) models won't need its powerful chips and regulations that limit what the company can ship to China.</p>
<div class="lb-trans"><p><strong>英伟达</strong>(NVDA 4.26%) 的股票在今年失去了一些动能，此前在过去五年中上涨了 1400%。由于多种原因，包括对新人工智能（AI）模型可能不再需要其强大芯片的担忧，以及限制公司向中国发货的法规，投资者信心有所下降。</p>
</div><p>But many investors still see its incredible long-term opportunities, and 90% of the 67 Wall Street analysts that cover it still call it a buy. Let's see where Nvidia is holding, where it's going, and whether or not investing in Nvidia stock today can make you a millionaire.</p>
<div class="lb-trans"><p>但许多投资者仍然看好其令人难以置信的长期机会，覆盖该公司的 67 位华尔街分析师中有 90% 仍然将其评为买入。让我们看看英伟达目前的状况、未来的发展方向，以及今天投资英伟达股票是否能让你成为百万富翁。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjE5NjQvcGVyc29uLXdpdGgtc3RhY2stb2YtZG9sbGFyLWJpbGxzLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F821964%2Fperson-with-stack-of-dollar-bills.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>The linchpin for AI platforms</h2>
<div class="lb-trans"><h2>人工智能平台的关键</h2>
</div><p>For all the talk about how much more Nvidia can grow, it delivered a blowout report for the fiscal 2026 first quarter (ended April 27). Revenue increased 69% year over year, and non-GAAP (adjusted) earnings per share were up from $0.61 last year to $0.81 this year. That included a charge it had to take for not being able to fulfill orders to China, resulting in a $0.15 loss per share. Nvidia is a profit machine with a 52% net profit margin.</p>
<div class="lb-trans"><p>尽管关于英伟达能有多大增长的讨论不断，但它在 2026 财年第一季度（截至 4 月 27 日）发布了令人惊艳的财报。收入同比增长 69%，非公认会计原则（调整后）每股收益从去年的 0.61 美元上升至今年的 0.81 美元。这其中包括因无法满足对中国的订单而产生的费用，导致每股损失 0.15 美元。英伟达是一台利润机器，净利润率为 52%。</p>
</div><p>Nvidia is easily the leader in its field, with as much as 95% of the total AI chip market, depending on who you ask. It has deals with pretty much all the major players in AI, who rely on its powerful graphics processing units (GPU) to make the generative AI magic happen. The companies who are out there offering AI platforms, like <strong>Amazon</strong> and <strong>Meta Platforms</strong>, need huge data centers to create the power necessary to drive the technology, and they need Nvidia as a partner. Data centers are Nvidia's highest-growth business right now, increasing 73% year over year in the first quarter.</p>
<div class="lb-trans"><p>英伟达在其领域中轻松占据领导地位，视乎不同的观点，其在整个 AI 芯片市场的份额高达 95%。它与几乎所有主要的 AI 参与者都有合作关系，这些公司依赖其强大的图形处理单元（GPU）来实现生成式 AI 的魔力。提供 AI 平台的公司，如 <strong>亚马逊</strong> 和 <strong>Meta Platforms</strong>，需要庞大的数据中心来创造驱动技术所需的强大动力，而它们需要英伟达作为合作伙伴。数据中心是英伟达目前增长最快的业务，第一季度同比增长 73%。</p>
</div><p>Amazon, for one, is creating its own chips to offer budget options for some of its clients. However, it will maintain its relationship with Nvidia because it needs Nvidia's highest-quality products for its own largest clients.</p>
<div class="lb-trans"><p>以亚马逊为例，它正在开发自己的芯片，以为一些客户提供预算选项。然而，它将继续与英伟达保持合作关系，因为它需要英伟达的高质量产品来满足其最大的客户。</p>
</div><h2>Staying ahead of the curve</h2>
<div class="lb-trans"><h2>走在潮流前沿</h2>
</div><p>The market was concerned when Chinese LLM DeepSeek came out a few months ago, and it seemed to offer excellent results without needing the power of chips like Nvidia's. Even at the time, Nvidia CEO Jensen Huang welcomed the news and said advances in AI were good for the whole industry, including Nvidia, and that he wasn't worried.</p>
<div class="lb-trans"><p>几个月前，当中国的 LLM DeepSeek 发布时，市场对此表示担忧，因为它似乎在不需要像英伟达这样的芯片的情况下提供了出色的结果。即便在那时，英伟达首席执行官黄仁勋也欢迎这一消息，并表示 AI 的进步对整个行业，包括英伟达，都是有利的，他并不担心。</p>
</div><p>Those concerns have since died down as Nvidia continues to roll out industry-leading products and stellar results. The company recently replaced its previous AI generation, called Hopper, with its improved technology under the Blackwell name. It's releasing the next iteration of that, called Blackwell Ultra, and it has the next generation of even more powerful chips, called Rubin, in the works for release next year.</p>
<div class="lb-trans"><p>随着英伟达继续推出行业领先的产品和卓越的业绩，这些担忧已经减弱。该公司最近用其改进的技术取代了之前的 AI 一代产品 Hopper，推出了名为 Blackwell 的新一代产品。它正在发布该产品的下一个版本，称为 Blackwell Ultra，并且正在研发下一代更强大的芯片，名为 Rubin，预计明年发布。</p>
</div><p>Huang said that the need for inference, which is how generative AI takes its data collection and turns it into results, has surged over the past year and that agentic AI will generate higher demand for AI computing. He added, &#34;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.&#34;</p>
<div class="lb-trans"><p>黄仁勋表示，推理的需求（即生成式 AI 如何将数据收集转化为结果）在过去一年中激增，代理 AI 将对 AI 计算产生更高的需求。他补充道：“世界各国正在将 AI 视为基础设施的核心——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>
</div><p>The AI opportunity is simply enormous, and Nvidia is poised to maintain its dominant position and keep delivering shareholder wealth.</p>
<div class="lb-trans"><p>AI 的机会实在是巨大，英伟达有望保持其主导地位，并继续为股东创造财富。</p>
</div><h2>Can Nvidia make you a millionaire?</h2>
<div class="lb-trans"><h2>英伟达能让你成为百万富翁吗？</h2>
</div><p>There are reasons to envision Nvidia continuing to grow at a fast pace and for its stock to reflect that. However, as fast as it is growing, Nvidia isn't going to be able to replicate its earlier stock gains. The company is just too big. It's already expecting its growth rates to decelerate, even though it's also expecting the business to keep growing. It's just harder to report high double-digit growth on an increasingly large base.</p>
<div class="lb-trans"><p>有理由设想英伟达将继续快速增长，其股票也将反映这一点。然而，尽管增长迅速，英伟达不太可能再现早期的股票涨幅。该公司已经太大了。它已经预计其增长率将放缓，尽管它也预计业务将继续增长。对于一个日益庞大的基础，报告高双位数增长变得更加困难。</p>
</div><p>That's partially why, from an earnings perspective, Nvidia stock is looking very reasonably priced. It trades at a forward, one-year P/E ratio of only 25.</p>
<div class="lb-trans"><p>这部分原因使得从盈利的角度来看，英伟达的股票看起来非常合理。它的前瞻性市盈率仅为 25。</p>
</div><p>Investing $10,000 today could be a great idea, but it isn't likely to make you a millionaire on its own. Turning $10,000 into $1 million implies a 10,000% increase, and Nvidia stock isn't likely to achieve that feat at this stage, even over the long term.</p>
<div class="lb-trans"><p>今天投资 10,000 美元可能是个好主意，但单靠这笔投资不太可能让你成为百万富翁。将 10,000 美元变成 100 万美元意味着需要 10,000% 的增长，而在这个阶段，英伟达的股票不太可能实现这一目标，即使是从长远来看。</p>
</div><p>However, the company still has incredible opportunities and should reward investors well in the coming years. If you're looking for a strong candidate for an AI stock to add to your portfolio and don't own Nvidia stock yet, it could be a valuable part of a millionaire-maker portfolio.</p>
<div class="lb-trans"><p>然而，该公司仍然拥有令人难以置信的机会，并应在未来几年内为投资者带来丰厚的回报。如果你正在寻找一个强有力的 AI 股票候选者来加入你的投资组合，并且还没有持有英伟达的股票，它可能是一个值得加入百万富翁投资组合的有价值部分。</p>
</div>

Can Investing $10,000 in Nvidia Stock Make You a Millionaire?

- Nvidia 股票在过去五年上涨 1,400% 后，今年失去了一些动能。  
- 第一季度营收同比增长 69%，净利率达 52%。  
- 尽管面临挑战，90% 分析师仍看好其长期机会。  

投资 10,000 美元于 NVIDIA 股票能否让你成为百万富翁？