<p>如今，许多投资者都关注人工智能股票，这可能是一个明智的选择，因为人工智能正在改变许多行业。但现在似乎市场上的任何人工智能股票都是赢家，这意味着一些投资者在评估公司时可能没有尽到应有的尽职调查。</p>
<p>考虑到这一点，目前股价飙升的两家人工智能公司是 <strong>Nvidia</strong>(NVDA -2.26%) 和 <strong>BigBear.ai</strong>(BBAI 0.95%)，值得仔细研究一下这两家公司，以确定哪一只股票更适合现在购买。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjcxOTUvZ2V0dHlpbWFnZXMtMTI5NjY4Njc4MC0xMjAxeDgwMC01YjJkZjc5LmpwZyZ3PTcwMA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjcxOTUvZ2V0dHlpbWFnZXMtMTI5NjY4Njc4MC0xMjAxeDgwMC01YjJkZjc5LmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>Nvidia 的最新动态</h2>
<p>在这场对决中，Nvidia 获得了最高的关注，因为该公司在过去几年中经历了巨大的增长，企业对其人工智能半导体的需求激增。估计 70% 到 95% 的数据中心都在使用 Nvidia 的人工智能处理器，公司的增长似乎没有放缓的迹象。</p>
<p>例如，Nvidia 在 2025 财年的总销售额飙升了 114%，达到了 1305 亿美元，收益也飙升了 147%，每股收益为 2.94 美元。这一增长得益于公司的数据中心部门，该部门去年的收入激增了 142%，达到了 1150 亿美元。</p>
<p>令人印象深刻的收益和收入增长使得 Nvidia 的股票在过去一年中上涨了 57%。这推动了公司的估值，Nvidia 的股票目前的市盈率约为 56。虽然这并不便宜，但仍低于目前半导体行业 64 的平均市盈率。</p>
<p>更重要的是，Nvidia 可能会在未来几年继续受益于人工智能投资。Nvidia 首席执行官黄仁勋认为，人工智能将在未来几年推动 2 万亿美元的数据中心支出。虽然 Nvidia 的增长并非保证，但许多科技巨头已经承诺在未来几年内投入数千亿美元来扩展他们的人工智能数据中心。这为 Nvidia 继续增加销售创造了持续的机会。</p>
<h2>BigBear.ai 的最新动态</h2>
<p>BigBear.ai 是一家人工智能数据分析公司，帮助企业和美国政府整理数据以做出决策。人工智能分析是一个蓬勃发展的人工智能趋势，它推动了类似 <strong>Palantir</strong> 的公司的股票飞涨。BigBear.ai 的股票在过去一年中上涨了 323%。</p>
<p>但尽管其增长令人印象深刻，我对 BigBear.ai 有一些重大担忧，包括其缺乏强劲的收入增长。BigBear.ai 在第一季度的销售额仅增长了 5%，达到了 3480 万美元，管理层对全年的展望为 1.6 亿到 1.8 亿美元——中间值仅增长了 7.5%。</p>
<p>对于一家试图进入不断扩大的人工智能分析市场的小型人工智能公司来说，这些销售数字相当不令人满意。该公司的一个问题是，52% 的收入来自仅四个客户。这意味着销售高度集中在少数客户身上，如果其中一两个客户离开，BigBear.ai 可能会陷入困境。</p>
<p>此外，该公司还缺乏盈利能力。BigBear.ai 去年每股亏损 1.10 美元，并在第一季度继续这一趋势，每股亏损 0.25 美元。虽然许多小型初创公司通常没有盈利，但该公司缺乏盈利能力加上不令人满意的销售增长，确实是个问题。同时，BigBear.ai 的市销率为 11，远高于标准普尔 500 指数的平均市销率 3，这意味着投资者目前为其支付了溢价。</p>
<h2>结论：Nvidia 无疑是赢家</h2>
<p>Nvidia 的股票并不便宜，投资于已经经历过天文增长的人工智能股票总是存在风险。但该公司无疑是比 BigBear.ai 更好的投资，因为它的盈利能力极强，收入持续增长，并且在人工智能半导体市场上领先于竞争对手。</p>
<p>与此同时，BigBear.ai 的股票被高估，收入增长不尽如人意，且公司没有盈利。这使得 Nvidia 在这场对决中成为毫无疑问的选择，也是值得长期购买和持有的最佳人工智能股票之一。</p>

BBAI

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>投资者对人工智能股票的兴趣日益增加，特别是对英伟达和 BigBear.ai。英伟达的增长显著，销售额增长了 114%，达到 1305 亿美元，每股收益增长了 147%。其股票在过去一年中上涨了 57%。相比之下，BigBear.ai 的销售额仅增长了 5%，达到 3480 万美元，去年每股亏损 1.10 美元。尽管 BigBear.ai 的股票上涨了 323%，但其缺乏盈利能力和客户集中度高引发了担忧。总体而言，由于英伟达强劲的财务表现和市场地位，被认为是更好的投资选择</p>

<p>Many investors are focused on artificial intelligence stocks these days, which can be a smart play as AI transforms many industries. But it's starting to seem like <em>any</em> AI stock is a winner in the market right now, which means some investors may not be doing their due diligence when evaluating companies.</p>
<div class="lb-trans"><p>如今，许多投资者都关注人工智能股票，这可能是一个明智的选择，因为人工智能正在改变许多行业。但现在似乎市场上的任何人工智能股票都是赢家，这意味着一些投资者在评估公司时可能没有尽到应有的尽职调查。</p>
</div><p>With that in mind, two AI companies with surging share prices right now are <strong>Nvidia</strong>(NVDA -2.26%) and <strong>BigBear.ai</strong>(BBAI 0.95%), and it may be worth taking a closer look at both to see which one looks like the better AI stock to buy right now.</p>
<div class="lb-trans"><p>考虑到这一点，目前股价飙升的两家人工智能公司是 <strong>Nvidia</strong>(NVDA -2.26%) 和 <strong>BigBear.ai</strong>(BBAI 0.95%)，值得仔细研究一下这两家公司，以确定哪一只股票更适合现在购买。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjcxOTUvZ2V0dHlpbWFnZXMtMTI5NjY4Njc4MC0xMjAxeDgwMC01YjJkZjc5LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F827195%2Fgettyimages-1296686780-1201x800-5b2df79.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>What's happening with Nvidia</h2>
<div class="lb-trans"><h2>Nvidia 的最新动态</h2>
</div><p>Nvidia gets top billing in this matchup because the company has experienced monster growth over the past few years as companies clamor for its artificial intelligence semiconductors. An estimated 70% to 95% of data centers utilize Nvidia's AI processors, and there seems to be no slowing down for the company's growth.</p>
<div class="lb-trans"><p>在这场对决中，Nvidia 获得了最高的关注，因为该公司在过去几年中经历了巨大的增长，企业对其人工智能半导体的需求激增。估计 70% 到 95% 的数据中心都在使用 Nvidia 的人工智能处理器，公司的增长似乎没有放缓的迹象。</p>
</div><p>For example, Nvidia's total sales soared 114% in fiscal 2025 to $130.5 billion, and its earnings skyrocketed 147% to $2.94 per share. This growth has been fueled by the company's data center segment, which experienced a 142% revenue surge to $115 billion last year.</p>
<div class="lb-trans"><p>例如，Nvidia 在 2025 财年的总销售额飙升了 114%，达到了 1305 亿美元，收益也飙升了 147%，每股收益为 2.94 美元。这一增长得益于公司的数据中心部门，该部门去年的收入激增了 142%，达到了 1150 亿美元。</p>
</div><p>The impressive earnings and revenue growth have resulted in Nvidia's stock surging 57% over the past year. That's pushed the company's valuation higher, and Nvidia's shares currently have a price-to-earnings multiple of about 56. That's not cheap, but it's still lower than the average P/E ratio of 64 in the semiconductor industry right now.</p>
<div class="lb-trans"><p>令人印象深刻的收益和收入增长使得 Nvidia 的股票在过去一年中上涨了 57%。这推动了公司的估值，Nvidia 的股票目前的市盈率约为 56。虽然这并不便宜，但仍低于目前半导体行业 64 的平均市盈率。</p>
</div><p>What's more, Nvidia could continue to benefit from AI investments for many more years to come. Nvidia CEO Jensen Huang believes AI will fuel $2 trillion in data center spending over the next several years. While Nvidia's growth isn't guaranteed, many tech giants have already committed to spending hundreds of billions of dollars to expand their AI data centers over the next few years. That's creating an ongoing opportunity for Nvidia to continue increasing its sales.</p>
<div class="lb-trans"><p>更重要的是，Nvidia 可能会在未来几年继续受益于人工智能投资。Nvidia 首席执行官黄仁勋认为，人工智能将在未来几年推动 2 万亿美元的数据中心支出。虽然 Nvidia 的增长并非保证，但许多科技巨头已经承诺在未来几年内投入数千亿美元来扩展他们的人工智能数据中心。这为 Nvidia 继续增加销售创造了持续的机会。</p>
</div><h2>What's happening with BigBear.ai</h2>
<div class="lb-trans"><h2>BigBear.ai 的最新动态</h2>
</div><p>BigBear.ai is an AI data analytics company that helps companies and the U.S. government sort through their data to make decisions. AI analytics is a burgeoning AI trend, and it has propelled the stock of similar companies, like <strong>Palantir</strong>, into the stratosphere. BigBear.ai's stock, for its part, has jumped 323% over the past year.</p>
<div class="lb-trans"><p>BigBear.ai 是一家人工智能数据分析公司，帮助企业和美国政府整理数据以做出决策。人工智能分析是一个蓬勃发展的人工智能趋势，它推动了类似 <strong>Palantir</strong> 的公司的股票飞涨。BigBear.ai 的股票在过去一年中上涨了 323%。</p>
</div><p>But despite its impressive gains, there are some significant concerns I have with BigBear.ai, including its lack of strong revenue growth. BigBear.ai's sales increased just 5% in Q1 to $34.8 million, and management's outlook for the full year is for $160 million to $180 million -- an increase of just 7.5% at the midpoint.</p>
<div class="lb-trans"><p>但尽管其增长令人印象深刻，我对 BigBear.ai 有一些重大担忧，包括其缺乏强劲的收入增长。BigBear.ai 在第一季度的销售额仅增长了 5%，达到了 3480 万美元，管理层对全年的展望为 1.6 亿到 1.8 亿美元——中间值仅增长了 7.5%。</p>
</div><p>These are fairly unimpressive sales figures for a small AI company that's trying to tap into an expanding artificial intelligence analytics market. One of the company's problems is that 52% of its revenue comes from just four customers. That's a high concentration of sales from just a handful of customers, and it means that if one or two leave, BigBear.ai could be in trouble.</p>
<div class="lb-trans"><p>对于一家试图进入不断扩大的人工智能分析市场的小型人工智能公司来说，这些销售数字相当不令人满意。该公司的一个问题是，52% 的收入来自仅四个客户。这意味着销售高度集中在少数客户身上，如果其中一两个客户离开，BigBear.ai 可能会陷入困境。</p>
</div><p>And then there's the company's lack of earnings. BigBear.ai reported a loss of $1.10 per share last year and continued that trend with a loss of $0.25 per share in Q1. While many small start-ups often aren't profitable, it's problematic that the company's lack of earnings comes in addition to unimpressive sales growth. Meanwhile, BigBear.ai's stock has a price-to-sales ratio of 11, which is substantially higher than the average P/S multiple of 3 for the S&amp;P 500 and means that investors are paying a premium for it right now.</p>
<div class="lb-trans"><p>此外，该公司还缺乏盈利能力。BigBear.ai 去年每股亏损 1.10 美元，并在第一季度继续这一趋势，每股亏损 0.25 美元。虽然许多小型初创公司通常没有盈利，但该公司缺乏盈利能力加上不令人满意的销售增长，确实是个问题。同时，BigBear.ai 的市销率为 11，远高于标准普尔 500 指数的平均市销率 3，这意味着投资者目前为其支付了溢价。</p>
</div><h2>Verdict: Nvidia is the hands-down winner</h2>
<div class="lb-trans"><h2>结论：Nvidia 无疑是赢家</h2>
</div><p>Nvidia's stock isn't cheap, and there are always risks with investing in AI stocks that have already experienced astronomical growth. But the company is a hands-down better investment than BigBear.ai because it's massively profitable, continually expanding its revenue, and outpaces its rivals in the AI semiconductor market.</p>
<div class="lb-trans"><p>Nvidia 的股票并不便宜，投资于已经经历过天文增长的人工智能股票总是存在风险。但该公司无疑是比 BigBear.ai 更好的投资，因为它的盈利能力极强，收入持续增长，并且在人工智能半导体市场上领先于竞争对手。</p>
</div><p>Meanwhile, BigBear.ai's stock is overvalued, its revenue growth is unimpressive, and the company isn't profitable. This makes Nvidia the no-brainer in this matchup and one of the best AI stocks to buy and hold for the long term.</p>
<div class="lb-trans"><p>与此同时，BigBear.ai 的股票被高估，收入增长不尽如人意，且公司没有盈利。这使得 Nvidia 在这场对决中成为毫无疑问的选择，也是值得长期购买和持有的最佳人工智能股票之一。</p>
</div>

Better Artificial Intelligence Stock: BigBear.ai vs. Nvidia

- 投资者关注人工智能股票，Nvidia 和 BigBear.ai 是两家股价飙升的公司。  
- Nvidia 过去一年销售增长 114%，盈利增长 147%，市盈率约 56。  
- BigBear.ai 销售增长仅 5%，且面临客户集中风险，盈利能力不足。  

哪只人工智能股票更好：BigBear.ai 与 NVIDIA