<p><strong>英伟达</strong>(NVDA -0.64%) 在最近几个季度取得了许多里程碑：这家顶尖的人工智能（AI）芯片设计公司去年被纳入 <strong>道琼斯工业平均指数</strong>，并最终在该指数中交出了最佳年度表现。今年，英伟达超越 <strong>微软</strong> 成为全球市值最高的公司，几天前更进一步，成为首家市值达到 4 万亿美元的公司。与此同时，股价创下新高。</p>
<p>在过去两年中，这家公司一直表现出色，现在你可能在想是否应该加入，以及何时加入。好吧，英伟达在 8 月 27 日还有另一个潜在的催化剂。你应该在那之前买入股票吗？让我们来看看。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjU4ODEvZ2V0dHlpbWFnZXMtMTI3NjgzNzc2Ni5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjU4ODEvZ2V0dHlpbWFnZXMtMTI3NjgzNzc2Ni5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>早期看到 AI 潜力</h2>
<p>让我们先来探讨一下英伟达的故事。该公司实际上已经存在了相当长的时间——超过 30 年——但在最近几年，随着人工智能的兴起，增长迅速。英伟达早早意识到 AI 的潜力，决定专门设计其图形处理单元（GPU）以满足这一不断增长的行业的需求。这被证明是公司的一项改变游戏规则的举措。</p>
<p>得益于这一早期且强劲的进入 AI 市场，英伟达的收入飙升至双位数和三位数的增长，并在该领域建立了坚实的声誉。需要最强大和高效芯片来推动项目的客户自然会选择英伟达，这导致了需求甚至超过了供应。</p>
<p>这帮助英伟达将年收入从两年前的约 270 亿美元增长到最近一个财政年度的超过 1300 亿美元。净收入也攀升至创纪录水平，因为英伟达确保其芯片及相关产品的销售保持高盈利能力。</p>
<p>英伟达在最近几年还做出了另一个明智的举措，那就是扩展到各种 AI 产品和服务，使其成为客户所需任何产品的首选供应商。这也包括未来 AI 所需的工具，这意味着英伟达的收入潜力在未来几年将持续。例如，英伟达——作为推动众多 AI 功能的公司——在代理 AI 蓬勃发展以及人形机器人成为未来增长领域时，处于良好的位置。</p>
<h2>8 月 27 日发生了什么？</h2>
<p>那么，现在让我们考虑一下 8 月 27 日即将发生的事情，那就是这家科技巨头的第二季度财报。几个月前，我写过关于英伟达股票在财报发布后的表现，它显示出上涨的趋势。这可能为投资者提供了对财报后表现的乐观理由。</p>
<p>同样重要的是，英伟达最近收到了重要的好消息。由于美国出口管制，该公司暂时失去了进入中国市场的机会，但很快将能够向中国销售其 GPU。美国向英伟达保证，它将获得所需的许可证。关于这一领域进展的任何细节都可能推动股价上涨，因为中国是该公司的一个重要市场，去年占收入的 13%。</p>
<p>英伟达首席执行官黄仁勋可能会向投资者透露最新芯片 Blackwell Ultra 的推出情况。<strong>CoreWeave</strong>，一家为 AI 提供计算服务的云服务商，最近表示现在已向客户提供 Ultra。黄仁勋以在财报电话会议中传递充满新闻和未来展望的内容而闻名，因此他的评论可能会影响股价表现。</p>
<p>当然，英伟达的股票今年已经上涨了双位数，潜在的整体经济或进口关税逆风可能对表现构成风险。因此，现在买入股票并指望短期内获利并不是一个好主意。相反，更好的做法是考虑该公司的长期潜力。这大大增加了你获得成功的机会。与其在几个月内买卖，不如考虑长期持有。</p>
<p>所有这些意味着，尽管我认为现在是购买英伟达的好时机，但你不必急于在公司财报发布之前买入。如果你在那个时刻之前或之后投资，该股票在长期内可能会显著增加你投资组合的价值。</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>英伟达经历了显著增长，成为全球最大的公司，并首次达到 4 万亿美元的市值。凭借在人工智能领域的强大声誉和多样化的产品线，英伟达的收入在两年内从 270 亿美元激增至超过 1300 亿美元。投资者期待着 8 月 27 日即将发布的财报，历史上这通常会导致股价上涨。关于重新获得进入中国市场的消息可能进一步提升业绩。虽然英伟达被认为是一个值得投资的公司，但建议采取长期投资策略，而非短期投机</p>

<p><strong>Nvidia</strong>(NVDA -0.64%) has achieved many milestones in recent quarters: The top artificial intelligence (AI) chip designer was invited into the <strong>Dow Jones Industrial Average</strong> last year and ended up delivering the best annual performance in the index. This year, Nvidia slipped ahead of <strong>Microsoft</strong> to become the world's biggest company, and just days ago it took this a step further by becoming the first company to ever reach $4 trillion in market value. That's as the stock hit a new record high.</p>
<div class="lb-trans"><p><strong>英伟达</strong>(NVDA -0.64%) 在最近几个季度取得了许多里程碑：这家顶尖的人工智能（AI）芯片设计公司去年被纳入 <strong>道琼斯工业平均指数</strong>，并最终在该指数中交出了最佳年度表现。今年，英伟达超越 <strong>微软</strong> 成为全球市值最高的公司，几天前更进一步，成为首家市值达到 4 万亿美元的公司。与此同时，股价创下新高。</p>
</div><p>The company has been on fire for most of the past two years, and right now you may be wondering whether you should hop on board and if so, when. Well, Nvidia, has yet another potential catalyst ahead on Aug. 27. Should you buy the stock before then? Let's find out.</p>
<div class="lb-trans"><p>在过去两年中，这家公司一直表现出色，现在你可能在想是否应该加入，以及何时加入。好吧，英伟达在 8 月 27 日还有另一个潜在的催化剂。你应该在那之前买入股票吗？让我们来看看。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjU4ODEvZ2V0dHlpbWFnZXMtMTI3NjgzNzc2Ni5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F825881%2Fgettyimages-1276837766.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>Seeing the AI potential early</h2>
<div class="lb-trans"><h2>早期看到 AI 潜力</h2>
</div><p>Let's start off by exploring Nvidia's story so far. The company has actually been around for quite a long time -- more than 30 years -- but it saw growth surge in recent years as part of the AI boom. Nvidia, seeing the potential of AI, decided early on to design its graphics processing units (GPUs) specifically to meet the needs of this growing industry. And this proved to be a game-changing move for the company.</p>
<div class="lb-trans"><p>让我们先来探讨一下英伟达的故事。该公司实际上已经存在了相当长的时间——超过 30 年——但在最近几年，随着人工智能的兴起，增长迅速。英伟达早早意识到 AI 的潜力，决定专门设计其图形处理单元（GPU）以满足这一不断增长的行业的需求。这被证明是公司的一项改变游戏规则的举措。</p>
</div><p>Thanks to this early and strong entrance into AI, Nvidia has seen revenue soar in the double and triple digits, and it's built a rock-solid reputation in the field. Customers needing the most powerful and efficient chips to drive their projects automatically turn to Nvidia, and that's resulted in demand that's even exceeded supply.</p>
<div class="lb-trans"><p>得益于这一早期且强劲的进入 AI 市场，英伟达的收入飙升至双位数和三位数的增长，并在该领域建立了坚实的声誉。需要最强大和高效芯片来推动项目的客户自然会选择英伟达，这导致了需求甚至超过了供应。</p>
</div><p>This helped Nvidia grow annual revenue from about $27 billion two years ago to more than $130 billion in the most recent fiscal year. Net income has climbed too, reaching record levels as Nvidia ensures high profitability on sales of its chips and related products.</p>
<div class="lb-trans"><p>这帮助英伟达将年收入从两年前的约 270 亿美元增长到最近一个财政年度的超过 1300 亿美元。净收入也攀升至创纪录水平，因为英伟达确保其芯片及相关产品的销售保持高盈利能力。</p>
</div><p>Nvidia also has made another smart move in recent years, and that's the expansion into a wide variety of AI products and services, making it the go-to seller of anything a customer may need. This includes tools needed for the AI of the future too, meaning Nvidia's revenue power should continue for years to come. For example, Nvidia -- as it powers so many AI functions -- is well positioned to play a key role as agentic AI takes off and if humanoid robots become a growth area down the road.</p>
<div class="lb-trans"><p>英伟达在最近几年还做出了另一个明智的举措，那就是扩展到各种 AI 产品和服务，使其成为客户所需任何产品的首选供应商。这也包括未来 AI 所需的工具，这意味着英伟达的收入潜力在未来几年将持续。例如，英伟达——作为推动众多 AI 功能的公司——在代理 AI 蓬勃发展以及人形机器人成为未来增长领域时，处于良好的位置。</p>
</div><h2>What's happening on Aug. 27?</h2>
<div class="lb-trans"><h2>8 月 27 日发生了什么？</h2>
</div><p>So, now, let's consider what's set to happen on Aug. 27, and that's the tech giant's second-quarter earnings report. A couple of months ago, I wrote about Nvidia stock's performance after earnings reports, and it's shown a trend of gains. That may offer investors a reason to be optimistic about post-earnings performance.</p>
<div class="lb-trans"><p>那么，现在让我们考虑一下 8 月 27 日即将发生的事情，那就是这家科技巨头的第二季度财报。几个月前，我写过关于英伟达股票在财报发布后的表现，它显示出上涨的趋势。这可能为投资者提供了对财报后表现的乐观理由。</p>
</div><p>It's also important to note that Nvidia received important good news recently. The company, after temporarily losing access to the Chinese market due to U.S. export controls, will be able to sell its GPUs to China soon. The U.S. assured Nvidia that it would receive the license needed to do so. Any details on progress in that area could lift the stock as China is a big market for the company, representing 13% of revenue last year.</p>
<div class="lb-trans"><p>同样重要的是，英伟达最近收到了重要的好消息。由于美国出口管制，该公司暂时失去了进入中国市场的机会，但很快将能够向中国销售其 GPU。美国向英伟达保证，它将获得所需的许可证。关于这一领域进展的任何细节都可能推动股价上涨，因为中国是该公司的一个重要市场，去年占收入的 13%。</p>
</div><p>Nvidia chief Jensen Huang may offer investors a glimpse into the rollout of Blackwell Ultra, the company's latest chip. <strong>CoreWeave</strong>, a cloud provider of compute for AI, recently said it's now making Ultra available to customers. Huang is known for delivering earnings calls filled with news and elements that offer visibility on what's to come, so comments from him could impact stock performance.</p>
<div class="lb-trans"><p>英伟达首席执行官黄仁勋可能会向投资者透露最新芯片 Blackwell Ultra 的推出情况。<strong>CoreWeave</strong>，一家为 AI 提供计算服务的云服务商，最近表示现在已向客户提供 Ultra。黄仁勋以在财报电话会议中传递充满新闻和未来展望的内容而闻名，因此他的评论可能会影响股价表现。</p>
</div><p>Of course, Nvidia stock already has climbed in the double digits this year, and potential general economic or import tariff headwinds could represent risks to performance. So, it's never a good idea to buy a stock now and count on gains in the short term. Instead, it's a better idea to consider that player's long-term potential. This greatly increases your chances of scoring a win. You are likely to post a bigger win than if you buy and sell over a period of a couple of months.</p>
<div class="lb-trans"><p>当然，英伟达的股票今年已经上涨了双位数，潜在的整体经济或进口关税逆风可能对表现构成风险。因此，现在买入股票并指望短期内获利并不是一个好主意。相反，更好的做法是考虑该公司的长期潜力。这大大增加了你获得成功的机会。与其在几个月内买卖，不如考虑长期持有。</p>
</div><p>All of this means that, though I consider Nvidia a buy right now, you don't have to rush to get in on the stock before the company's earnings report. If you invest ahead of that moment <em>or afterward</em>, the stock could add significantly to the value of your portfolio over the long run.</p>
<div class="lb-trans"><p>所有这些意味着，尽管我认为现在是购买英伟达的好时机，但你不必急于在公司财报发布之前买入。如果你在那个时刻之前或之后投资，该股票在长期内可能会显著增加你投资组合的价值。</p>
</div>

Should You Buy Nvidia Before Aug. 27?

- Nvidia 成为首家市值达到 4 万亿美元的公司，股价创下新高。  
- 公司在 AI 领域的早期布局推动了收入从 270 亿美元增至 1300 亿美元。  
- 8 月 27 日将发布第二季度财报，市场对其前景持乐观态度。  

你是否应该在 8 月 27 日之前购买 NVIDIA？