<p><strong>英伟达</strong>(NVDA 0.53%) 展现了为投资者带来重大增长的能力，在过去五年中飙升了 1400%。由于其在即将达到数万亿美元市场的领导地位，人工智能（AI）使其成为必买股票。</p>
<p>这家科技巨头设计了被称为图形处理单元（GPU）的 AI 芯片，驱动着最关键的 AI 任务，因此它们是该领域发展和进步的关键。这帮助英伟达的收入激增，反过来又极大地推动了对其股票的需求。</p>
<p>但英伟达的好日子远未结束。事实上，这家 AI 巨头是一只值得买入并长期持有的绝佳股票。以下是 10 个理由。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjM3OTgvZ2V0dHlpbWFnZXMtODY5NjQ3ODY4LmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="467" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjM3OTgvZ2V0dHlpbWFnZXMtODY5NjQ3ODY4LmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. 卓越的领导力</h2>
<p>30 多年前，黄仁勋创立了英伟达，这位拥有宏伟梦想并有实际路径实现这些梦想的高管仍然掌舵。黄仁勋高度关注公司的成功，并带领公司经历了从主要为视频游戏行业提供芯片到跨行业扩展并进入 AI 的变革。</p>
<p>这一决定代表了英伟达的一个关键转折点，而这一决定以及黄仁勋做出的其他决定是公司今天如此成功的原因。黄仁勋的存在让人对未来充满信心。</p>
<h2>2. 强劲的增长记录</h2>
<p>英伟达连续多个季度实现了双位数和三位数的收入增长，公司收入达到了创纪录的水平；例如，在最新的财年中达到了 1300 亿美元。这表明英伟达具有持久的竞争力，并能够持续吸引客户购买其 AI 芯片和其他产品。</p>
<h2>3. 销售的高盈利能力</h2>
<p>这家 AI 巨头不仅在创造收入增长，而且在每个季度都实现了高盈利能力。我们可以通过毛利率看到这一点，最近大多数季度的毛利率超过了 70%，即使在产品发布等费用较高的时刻也是如此。</p>
<p>许多公司，尤其是在像 AI 这样的新兴增长领域，能够实现收入增长，但盈利能力的实现要困难得多。而这正是帮助公司及其投资者在长期获胜的关键因素。因此，英伟达的销售盈利能力值得称赞。</p>
<h2>4. 专注于创新</h2>
<p>英伟达承诺每年更新其芯片，到目前为止，它在这方面做得很好，今年冬天推出了 Blackwell 架构和芯片，并刚刚开始推出新芯片 Blackwell Ultra。事实上，英伟达已经宣布了到 2028 年的路线图。</p>
<p>这很重要，因为创新应该是让英伟达在竞争对手面前保持领先的因素。</p>
<h2>5. 在 AI 领域的广泛存在</h2>
<p>虽然我们在想到&#34;AI 芯片&#34;时可能会想到&#34;英伟达&#34;，但公司并没有止步于此。相反，英伟达设计了一个涵盖 AI 旅程每一步的产品和服务帝国，从训练和推理到开发 AI 代理等。</p>
<p>英伟达甚至推出了行业特定的平台，帮助医疗或汽车公司等将 AI 应用于其需求。这一切意味着英伟达可以从 AI 增长的每个阶段中受益，几乎任何希望开发 AI 平台或将 AI 应用于其业务的公司都可以从英伟达找到所需的解决方案。</p>
<h2>6. 坚实的护城河</h2>
<p>这个 AI 帝国是英伟达的护城河或竞争优势，因为它是唯一提供如此完整的 AI 产品组合的参与者。这不是竞争对手可以在一夜之间构建的，英伟达的创新表明它将在这一领域继续保持领先。</p>
<p>当然，竞争对手仍然可以争夺市场份额并取得成功。然而，英伟达的护城河应该有助于它在时间上保持主导地位。</p>
<h2>7. 面对挑战的适应能力</h2>
<p>每家公司在某个时刻都会面临困难时期，关键问题是该公司将如何应对这种情况。英伟达向我们展示了其出色的适应能力。例如，几年前，它设计了一款新芯片 H20，符合美国对中国出口的管制。另一个更近期的例子是，当面临美国计划对进口征收关税时，英伟达在美国进行了重大投资以扩大制造能力。</p>
<p>如今，英伟达面临新的对中国出口的管制，阻碍了 H20 的销售。但公司在适应能力方面的良好记录让人对其应对当前和未来挑战的能力充满信心。</p>
<h2>8. 支持增长和应对挑战所需的资源</h2>
<p>英伟达拥有超过 530 亿美元的现金，其总资产远远超过其负债。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/3caf0c717567bddf1fc0f46149dc803c.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="720" height="456" original-src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/3caf0c717567bddf1fc0f46149dc803c.png"/></p>
<p>NVDA 总资产（年度）数据来源于 YCharts。</p>
<p>这表明公司具备支持增长和应对未来挑战的能力，而不会危及业务的财务健康。</p>
<h2>9. 以明智的投资决策而闻名</h2>
<p>英伟达做出了出色的投资决策，从公司的投资资本回报率可以看出，尤其是在 AI 热潮加速的最近几年。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/cd66ad8b0257ca4d2ea95d782bdd88c2.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="720" height="441" original-src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/cd66ad8b0257ca4d2ea95d782bdd88c2.png"/></p>
<p>NVDA 投资资本回报率（年度）数据来源于 YCharts。</p>
<p>因此，有理由相信，今天或明天的某些决策或产品发布将为未来带来增长。例如，英伟达最近发布了一款产品，将使更广泛的客户群体更容易使用其系统。这看似是一个小举动，但未来可能会带来巨大的回报。</p>
<h2>10. 目前股票看起来很划算</h2>
<p>考虑到我上面提到的所有因素，你可能会认为英伟达的价格很高，但实际上它现在的价格相对合理，仅为未来收益预期的 37 倍。这比几个月前高达 50 倍的水平有所下降。</p>
<p>这就是为什么现在是投资这只顶级人工智能股票的理想时机，并且基于上述原因，值得长期持有。</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（Nvidia，股票代码：NVDA）在过去五年中表现出显著增长，增长幅度达到 1400%，这得益于其在人工智能芯片生产方面的领导地位。该公司拥有强劲的增长记录、高盈利能力以及对创新的承诺，其发展路线图延伸至 2028 年。英伟达全面的人工智能产品组合和竞争优势使其在未来成功的道路上具备良好定位。其应对挑战的适应能力和雄厚的财务资源进一步增强了对其长期前景的信心，使其成为一个值得购买和持有的股票</p>

<p><strong>Nvidia</strong>(NVDA 0.53%) has demonstrated its ability to deliver major growth to investors, soaring 1,400% over the past five years. It's been a must-buy stock due to its leadership in a market set to reach into the trillions of dollars a few years from now; that's artificial intelligence (AI).</p>
<div class="lb-trans"><p><strong>英伟达</strong>(NVDA 0.53%) 展现了为投资者带来重大增长的能力，在过去五年中飙升了 1400%。由于其在即将达到数万亿美元市场的领导地位，人工智能（AI）使其成为必买股票。</p>
</div><p>This tech giant designs AI chips, known as graphics processing units (GPUs), that drive the most crucial of AI tasks, so they're key to the development and progress of this field. This has helped Nvidia's revenue skyrocket, and in turn, it's supercharged demand for the stock.</p>
<div class="lb-trans"><p>这家科技巨头设计了被称为图形处理单元（GPU）的 AI 芯片，驱动着最关键的 AI 任务，因此它们是该领域发展和进步的关键。这帮助英伟达的收入激增，反过来又极大地推动了对其股票的需求。</p>
</div><p>But Nvidia's good days are far from over. In fact, this AI powerhouse is a fantastic stock to buy and hold forever. Here are 10 reasons why.</p>
<div class="lb-trans"><p>但英伟达的好日子远未结束。事实上，这家 AI 巨头是一只值得买入并长期持有的绝佳股票。以下是 10 个理由。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjM3OTgvZ2V0dHlpbWFnZXMtODY5NjQ3ODY4LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F823798%2Fgettyimages-869647868.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>1. Great leadership</h2>
<div class="lb-trans"><h2>1. 卓越的领导力</h2>
</div><p>More than 30 years ago, Jensen Huang founded Nvidia, and this executive with big dreams and practical paths to achieve them remains at the helm. Huang is highly focused on the company's success and has led it through a game-changing transformation, from mainly serving the video game industry with its chips to expanding across industries and into AI.</p>
<div class="lb-trans"><p>30 多年前，黄仁勋创立了英伟达，这位拥有宏伟梦想并有实际路径实现这些梦想的高管仍然掌舵。黄仁勋高度关注公司的成功，并带领公司经历了从主要为视频游戏行业提供芯片到跨行业扩展并进入 AI 的变革。</p>
</div><p>That decision represented a key turning point for Nvidia, and this decision, along with others made by Huang, are the reasons the company is so successful today. And Huang's presence is reason to be confident about the future.</p>
<div class="lb-trans"><p>这一决定代表了英伟达的一个关键转折点，而这一决定以及黄仁勋做出的其他决定是公司今天如此成功的原因。黄仁勋的存在让人对未来充满信心。</p>
</div><h2>2. A strong growth track record</h2>
<div class="lb-trans"><h2>2. 强劲的增长记录</h2>
</div><p>Nvidia has delivered quarter after quarter of double- and triple-digit revenue increases, and the company has reached record levels of revenue; for example, $130 billion in the latest fiscal year. This shows us that Nvidia has staying power and has been able to keep customers flocking to it for AI chips and other products over time.</p>
<div class="lb-trans"><p>英伟达连续多个季度实现了双位数和三位数的收入增长，公司收入达到了创纪录的水平；例如，在最新的财年中达到了 1300 亿美元。这表明英伟达具有持久的竞争力，并能够持续吸引客户购买其 AI 芯片和其他产品。</p>
</div><h2>3. High profitability on sales</h2>
<div class="lb-trans"><h2>3. 销售的高盈利能力</h2>
</div><p>This AI giant is not just generating revenue growth but also delivering high profitability on sales quarter after quarter. We can see this through gross margin, which has surpassed 70% most quarters in recent times, even during moments when expenses are high, such as during product launches.</p>
<div class="lb-trans"><p>这家 AI 巨头不仅在创造收入增长，而且在每个季度都实现了高盈利能力。我们可以通过毛利率看到这一点，最近大多数季度的毛利率超过了 70%，即使在产品发布等费用较高的时刻也是如此。</p>
</div><p>Many companies, especially in a new growth field like AI, can achieve revenue growth, but profitability is much more difficult to reach. And it's the essential element that helps a company and its investors win over the long term. So, Nvidia's profitability on sales is something to applaud.</p>
<div class="lb-trans"><p>许多公司，尤其是在像 AI 这样的新兴增长领域，能够实现收入增长，但盈利能力的实现要困难得多。而这正是帮助公司及其投资者在长期获胜的关键因素。因此，英伟达的销售盈利能力值得称赞。</p>
</div><h2>4. A focus on innovation</h2>
<div class="lb-trans"><h2>4. 专注于创新</h2>
</div><p>Nvidia has promised to update its chips on an annual basis, and so far, it is doing a great job of that, launching the Blackwell architecture and chip this winter and just now beginning the rollout of a new chip, the Blackwell Ultra. In fact, Nvidia has announced a roadmap out to 2028.</p>
<div class="lb-trans"><p>英伟达承诺每年更新其芯片，到目前为止，它在这方面做得很好，今年冬天推出了 Blackwell 架构和芯片，并刚刚开始推出新芯片 Blackwell Ultra。事实上，英伟达已经宣布了到 2028 年的路线图。</p>
</div><p>This is important because innovation should be the element to keep Nvidia ahead of rivals.</p>
<div class="lb-trans"><p>这很重要，因为创新应该是让英伟达在竞争对手面前保持领先的因素。</p>
</div><h2>5. Presence across the AI spectrum</h2>
<div class="lb-trans"><h2>5. 在 AI 领域的广泛存在</h2>
</div><p>Though we all may think &#34;AI chips&#34; when we think &#34;Nvidia,&#34; the company hasn't stopped here. Instead, Nvidia has designed an empire of products and services that address every step of the AI journey, from training and inferencing to developing AI agents and more.</p>
<div class="lb-trans"><p>虽然我们在想到&#34;AI 芯片&#34;时可能会想到&#34;英伟达&#34;，但公司并没有止步于此。相反，英伟达设计了一个涵盖 AI 旅程每一步的产品和服务帝国，从训练和推理到开发 AI 代理等。</p>
</div><p>Nvidia has even launched industry-specific platforms to help healthcare or automobile companies, for instance, apply AI to their needs. All this means Nvidia can benefit from every stage of AI growth, and just about any company aiming to develop an AI platform or apply AI to its business could find what they need from Nvidia.</p>
<div class="lb-trans"><p>英伟达甚至推出了行业特定的平台，帮助医疗或汽车公司等将 AI 应用于其需求。这一切意味着英伟达可以从 AI 增长的每个阶段中受益，几乎任何希望开发 AI 平台或将 AI 应用于其业务的公司都可以从英伟达找到所需的解决方案。</p>
</div><h2>6. A solid moat</h2>
<div class="lb-trans"><h2>6. 坚实的护城河</h2>
</div><p>This AI empire is Nvidia's moat, or competitive advantage, as it stands out as the only player to offer such a complete portfolio of AI. This isn't something a rival could construct overnight, and Nvidia's innovation suggests it will continue to stay one step ahead in this area.</p>
<div class="lb-trans"><p>这个 AI 帝国是英伟达的护城河或竞争优势，因为它是唯一提供如此完整的 AI 产品组合的参与者。这不是竞争对手可以在一夜之间构建的，英伟达的创新表明它将在这一领域继续保持领先。</p>
</div><p>Of course, rivals still could carve out market share and be successful. However, Nvidia's moat should help it maintain dominance over time.</p>
<div class="lb-trans"><p>当然，竞争对手仍然可以争夺市场份额并取得成功。然而，英伟达的护城河应该有助于它在时间上保持主导地位。</p>
</div><h2>7. Proven adaptability when faced with challenges</h2>
<div class="lb-trans"><h2>7. 面对挑战的适应能力</h2>
</div><p>Every company faces tough times at one point or another, and the key question is how that company will handle such situations. Nvidia has shown us its great adaptability. For example, a couple of years ago, it designed a new chip, the H20, compliant with U.S. controls on exports to China. Another more recent example can be seen when, facing the U.S. plan to impose tariffs on imports, Nvidia launched a major investment in manufacturing in the U.S.</p>
<div class="lb-trans"><p>每家公司在某个时刻都会面临困难时期，关键问题是该公司将如何应对这种情况。英伟达向我们展示了其出色的适应能力。例如，几年前，它设计了一款新芯片 H20，符合美国对中国出口的管制。另一个更近期的例子是，当面临美国计划对进口征收关税时，英伟达在美国进行了重大投资以扩大制造能力。</p>
</div><p>Today, Nvidia faces new controls on exports to China that have blocked sales of the H20. But the company's track record of adaptability is reason to be confident about its ability to handle this and future difficulties.</p>
<div class="lb-trans"><p>如今，英伟达面临新的对中国出口的管制，阻碍了 H20 的销售。但公司在适应能力方面的良好记录让人对其应对当前和未来挑战的能力充满信心。</p>
</div><h2>8. The resources necessary to support growth and address challenges</h2>
<div class="lb-trans"><h2>8. 支持增长和应对挑战所需的资源</h2>
</div><p>Nvidia has more than $53 billion in cash, and its total assets well outweigh its liabilities.</p>
<div class="lb-trans"><p>英伟达拥有超过 530 亿美元的现金，其总资产远远超过其负债。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/3caf0c717567bddf1fc0f46149dc803c.png" alt="" original-src="https://media.ycharts.com/charts/3caf0c717567bddf1fc0f46149dc803c.png"/></p>
<p>NVDA Total Assets (Annual) data by YCharts.</p>
<div class="lb-trans"><p>NVDA 总资产（年度）数据来源于 YCharts。</p>
</div><p>This shows that the company has what it takes to support growth and address any headwinds down the road without endangering the financial health of the business.</p>
<div class="lb-trans"><p>这表明公司具备支持增长和应对未来挑战的能力，而不会危及业务的财务健康。</p>
</div><h2>9. Known for making smart investment decisions</h2>
<div class="lb-trans"><h2>9. 以明智的投资决策而闻名</h2>
</div><p>Nvidia has made excellent investment decisions, as we can see from the company's return on invested capital over time and especially in recent years as the AI boom accelerated.</p>
<div class="lb-trans"><p>英伟达做出了出色的投资决策，从公司的投资资本回报率可以看出，尤其是在 AI 热潮加速的最近几年。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/cd66ad8b0257ca4d2ea95d782bdd88c2.png" alt="" original-src="https://media.ycharts.com/charts/cd66ad8b0257ca4d2ea95d782bdd88c2.png"/></p>
<p>NVDA Return on Invested Capital (Annual) data by YCharts.</p>
<div class="lb-trans"><p>NVDA 投资资本回报率（年度）数据来源于 YCharts。</p>
</div><p>So, there's reason to be confident that certain decisions or product launches today or tomorrow will deliver growth down the road. For example, Nvidia recently released a product that will make it easier for a broader range of customers to use its systems. This may seem like a small move, but it could deliver big down the road.</p>
<div class="lb-trans"><p>因此，有理由相信，今天或明天的某些决策或产品发布将为未来带来增长。例如，英伟达最近发布了一款产品，将使更广泛的客户群体更容易使用其系统。这看似是一个小举动，但未来可能会带来巨大的回报。</p>
</div><h2>10. The stock looks like a bargain now</h2>
<div class="lb-trans"><h2>10. 目前股票看起来很划算</h2>
</div><p>You might expect Nvidia to be expensive, considering all the points I've mentioned above, but it's actually reasonably priced these days, trading for only 37 times forward earnings estimates. This is down from as much as 50 times just a few months ago.</p>
<div class="lb-trans"><p>考虑到我上面提到的所有因素，你可能会认为英伟达的价格很高，但实际上它现在的价格相对合理，仅为未来收益预期的 37 倍。这比几个月前高达 50 倍的水平有所下降。</p>
</div><p>And that's why right now is an ideal moment to get in on this top AI stock and, for the reasons above, hold on forever.</p>
<div class="lb-trans"><p>这就是为什么现在是投资这只顶级人工智能股票的理想时机，并且基于上述原因，值得长期持有。</p>
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10 Reasons to Buy and Hold This AI Stock Forever

- Nvidia 在过去五年中增长了 1,400%，成为 AI 市场的领导者。  
- 公司在最新财年实现了 1300 亿美元的收入，显示出强大的盈利能力。  
- 目前股价合理，适合长期投资。

购买并长期持有这只 AI 股票的 10 个理由