<p>半导体巨头 <strong>英伟达</strong>(NVDA -0.85%) 和人工智能 (AI) 领军企业 <strong>Palantir Technologies</strong>(PLTR -2.14%) 是市场上最具吸引力的科技股票之一。英伟达利用其图形处理单元 (GPU) 的需求，成为全球最大的公司，市值达到 4.4 万亿美元。与此同时，Palantir 正在利用其人工智能平台从根本上改变政府和商业企业的运作方式。该股票在过去一年上涨超过 500%，是 <strong>标准普尔 500 指数</strong> 中表现最好的股票。</p>
<p>在我看来，这两只科技股票都值得投资。但在一对一的比较中，哪一只更胜一筹呢？</p>
<p>在做出判断之前，我们先来看看这两家公司。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkwNDQvZ2V0dHlpbWFnZXMtMTEzNjI2OTQyNS5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkwNDQvZ2V0dHlpbWFnZXMtMTEzNjI2OTQyNS5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>英伟达</h2>
<p>英伟达的 GPU 是这家庞大公司的引擎。虽然它们曾以提供计算机图形而闻名，但现在 GPU 被许多构建大型数据中心以运行人工智能平台的公司广泛使用，包括生成式 AI 所需的大型语言模型。</p>
<p>英伟达在这个市场中占据了绝对的份额，Jon Peddie Research 估计其市场份额约为 92%。随着英伟达预计数据中心支出将从 2023 年的 2500 亿美元加速增长到 2028 年的每年 1 万亿美元，这里有着巨大的机会。</p>
<p>此外，像 <strong>微软</strong>、<strong>字母表</strong> 和 <strong>Meta Platforms</strong> 等主要科技公司正在大量投资，并且还在增加对其数据中心的资本支出。因此，我预计英伟达在本季度的财报中会有一个强劲的表现，并且在数字发布后，股价将再次上涨。</p>
<h2>Palantir Technologies</h2>
<p>Palantir 在 20 多年前作为一家数据挖掘公司起步，提供实时分析和洞察。作为政府承包商，它长期以来受到军方的重视，因为其分析技术帮助指挥官在战斗中做出实时决策。在公众眼中，Palantir 多年来大多处于低调状态，直到 2011 年，它因帮助美国军方找到并消灭 9·11 策划者奥萨马·本·拉登而受到关注。</p>
<p>Palantir 通过从多个来源提取信息（如卫星图像）来工作。通过筛选和消化这些信息，它可以进行即时分析，帮助政府运作。根据其首席执行官 Alex Karp 的说法，&#34;Palantir 的成立基于这样的信念：美国及其盟友和合作伙伴应该利用最先进的技术能力来保障他们的防御和繁荣。&#34;</p>
<p>随着其通过推出生成式 AI 驱动的人工智能平台 (AIP) 扩展能力，Palantir 正在迅速获得更多非军事政府合同。它与联邦航空管理局、疾病控制与预防中心、国务院和国税局签订了新合同。在公司刚刚发布的第二季度财报中，美国政府收入在过去一年中增长了 53%，达到了 4.26 亿美元。</p>
<p>商业收入的增长速度甚至更快，第二季度同比增长 93%，达到了 3.06 亿美元。客户包括 <strong>Walgreens Boots Alliance</strong>、<strong>AT&amp;T</strong>、<strong>通用磨坊</strong>、<strong>联合航空</strong> 等，Palantir 正在做从提高制造效率到管理供应链和帮助公司扩展的各种工作。</p>
<p>Palantir 在第二季度关闭了 157 笔价值超过 100 万美元的交易，其中 66 笔超过 500 万美元，42 笔至少 1000 万美元。随着越来越多的公司上线 Palantir 的平台并分享他们如何改善业务，Palantir 的平台将成为许多机构的必备工具。</p>
<h2>结论</h2>
<p>我不会撒谎。这是一个艰难的选择。我喜欢这两家公司，我认为它们都注定会增长。</p>
<p>但如果我必须选择一个，那么两家公司的估值将打破平局。在撰写本文时，英伟达的市盈率 (P/E) 高达 59，前瞻市盈率为 42，而 Palantir 的市盈率分别为 623 和 288，显得不太健康。</p>
<p>市销率，即市值与收入的比率，可能是一个更准确的衡量标准，因为这两家公司都在将利润再投资于业务。而在这方面，英伟达无疑是最强的。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/888e9e7a5d279090ff83c70f660ddb6c.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="720" height="490" original-src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/888e9e7a5d279090ff83c70f660ddb6c.png"/></p>
<p>PLTR PS 比率数据来源于 YCharts</p>
<p>因此，在这场假设的较量中，我的赢家是英伟达。但这两只股票都是值得拥有的好股票，它们将在可预见的未来成为我投资组合的核心。</p>

PLTR

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>英伟达和 Palantir Tech 是两只领先的科技股票，英伟达在 GPU 市场占据主导地位，而 Palantir 在基于人工智能的分析方面表现出色。英伟达的市值为 4.4 万亿美元，而 Palantir 的股票在过去一年中上涨了超过 500%。由于数据中心支出的增加，预计英伟达将报告强劲的收益，而 Palantir 的政府合同也显著增长。尽管英伟达的估值更高，但这两只股票都被视为强劲的投资，英伟达在这次比较中略微更受青睐</p>

<p>Semiconductor giant <strong>Nvidia</strong>(NVDA -0.85%) and artificial intelligence (AI) kingpin <strong>Palantir Technologies</strong>(PLTR -2.14%) are two of the most compelling technology stocks in the market. Nvidia harnessed demand for its graphics processing units (GPUs) to become the biggest company in the world, with a $4.4 trillion market capitalization. Palantir, meanwhile, is using its artificial intelligence platform to fundamentally change how governments and commercial businesses operate. The stock is up more than 500% in the last year and is the best-performing stock in the <strong>S&amp;P 500</strong>.</p>
<div class="lb-trans"><p>半导体巨头 <strong>英伟达</strong>(NVDA -0.85%) 和人工智能 (AI) 领军企业 <strong>Palantir Technologies</strong>(PLTR -2.14%) 是市场上最具吸引力的科技股票之一。英伟达利用其图形处理单元 (GPU) 的需求，成为全球最大的公司，市值达到 4.4 万亿美元。与此同时，Palantir 正在利用其人工智能平台从根本上改变政府和商业企业的运作方式。该股票在过去一年上涨超过 500%，是 <strong>标准普尔 500 指数</strong> 中表现最好的股票。</p>
</div><p>In my view, you can't go wrong with either of these tech stocks. But in a one-on-one matchup, which comes out on top?</p>
<div class="lb-trans"><p>在我看来，这两只科技股票都值得投资。但在一对一的比较中，哪一只更胜一筹呢？</p>
</div><p>Let's look at both companies before rendering a verdict.</p>
<div class="lb-trans"><p>在做出判断之前，我们先来看看这两家公司。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkwNDQvZ2V0dHlpbWFnZXMtMTEzNjI2OTQyNS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F829044%2Fgettyimages-1136269425.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>Nvidia</h2>
<div class="lb-trans"><h2>英伟达</h2>
</div><p>Nvidia's GPUs are the engine behind this mammoth company. While they used to be best known for providing the graphics in computers, now GPUs are commonly used by companies that are building massive data centers to run artificial intelligence-powered platforms, including large language models needed for generative AI.</p>
<div class="lb-trans"><p>英伟达的 GPU 是这家庞大公司的引擎。虽然它们曾以提供计算机图形而闻名，但现在 GPU 被许多构建大型数据中心以运行人工智能平台的公司广泛使用，包括生成式 AI 所需的大型语言模型。</p>
</div><p>Nvidia has the lion's share of this business, with Jon Peddie Research estimating that it has roughly 92% of the market share. And as Nvidia is expecting spending on data centers to accelerate from $250 billion in 2023 to $1 trillion annually by 2028, there's a massive opportunity at hand.</p>
<div class="lb-trans"><p>英伟达在这个市场中占据了绝对的份额，Jon Peddie Research 估计其市场份额约为 92%。随着英伟达预计数据中心支出将从 2023 年的 2500 亿美元加速增长到 2028 年的每年 1 万亿美元，这里有着巨大的机会。</p>
</div><p>In addition, major tech companies like <strong>Microsoft</strong>, <strong>Alphabet</strong>, and <strong>Meta Platforms</strong> are spending heavily and are even increasing their capital expenditure spending on their data centers. That's why I'm expecting a solid earnings report from Nvidia when it reports its earnings for the current quarter, and why I'm expecting the stock to pop yet again after the numbers are released.</p>
<div class="lb-trans"><p>此外，像 <strong>微软</strong>、<strong>字母表</strong> 和 <strong>Meta Platforms</strong> 等主要科技公司正在大量投资，并且还在增加对其数据中心的资本支出。因此，我预计英伟达在本季度的财报中会有一个强劲的表现，并且在数字发布后，股价将再次上涨。</p>
</div><h2>Palantir Technologies</h2>
<div class="lb-trans"><h2>Palantir Technologies</h2>
</div><p>Palantir got its start a little more than 20 years ago as a data mining company to provide real-time analytics and insights. As a government contractor, it's long been valued by the military for its analytic technology that helps commanders make real-time decisions in battle. To the public eye, Palantir largely flew under the radar for years until in 2011, when it was credited for helping U.S. forces find and eliminate Sept. 11 mastermind Osama bin Laden.</p>
<div class="lb-trans"><p>Palantir 在 20 多年前作为一家数据挖掘公司起步，提供实时分析和洞察。作为政府承包商，它长期以来受到军方的重视，因为其分析技术帮助指挥官在战斗中做出实时决策。在公众眼中，Palantir 多年来大多处于低调状态，直到 2011 年，它因帮助美国军方找到并消灭 9·11 策划者奥萨马·本·拉登而受到关注。</p>
</div><p>Palantir works by drawing information from many sources, such as satellite imagery. By sifting through and digesting that information, it can perform instantaneous analysis that can help governments function. According to its CEO, Alex Karp, &#34;Palantir was founded on the belief that the United States, its allies, and partners should harness the most advanced technical capabilities for their defense and prosperity.&#34;</p>
<div class="lb-trans"><p>Palantir 通过从多个来源提取信息（如卫星图像）来工作。通过筛选和消化这些信息，它可以进行即时分析，帮助政府运作。根据其首席执行官 Alex Karp 的说法，&#34;Palantir 的成立基于这样的信念：美国及其盟友和合作伙伴应该利用最先进的技术能力来保障他们的防御和繁荣。&#34;</p>
</div><p>As its capabilities expanded through the launch of its generative AI-powered Artificial Intelligence Platform (AIP), Palantir is quickly bringing in additional non-military government contracts. It has new contracts with the Federal Aviation Administration, the Centers for Disease Control and Prevention, the State Department, and the Internal Revenue Service. In the company's just-released second quarter earnings report, U.S. government revenue increased 53% in the last year, reaching $426 million.</p>
<div class="lb-trans"><p>随着其通过推出生成式 AI 驱动的人工智能平台 (AIP) 扩展能力，Palantir 正在迅速获得更多非军事政府合同。它与联邦航空管理局、疾病控制与预防中心、国务院和国税局签订了新合同。在公司刚刚发布的第二季度财报中，美国政府收入在过去一年中增长了 53%，达到了 4.26 亿美元。</p>
</div><p>Commercial revenue is growing even faster, up 93% in the second quarter on a year-over-year basis and reaching $306 million. Clients include <strong>Walgreens Boots Alliance</strong>, <strong>AT&amp;T</strong>, <strong>General Mills</strong>, <strong>United Airlines</strong>, and others, and Palantir is doing everything from making manufacturing more efficient to managing supply chains and helping companies scale.</p>
<div class="lb-trans"><p>商业收入的增长速度甚至更快，第二季度同比增长 93%，达到了 3.06 亿美元。客户包括 <strong>Walgreens Boots Alliance</strong>、<strong>AT&amp;T</strong>、<strong>通用磨坊</strong>、<strong>联合航空</strong> 等，Palantir 正在做从提高制造效率到管理供应链和帮助公司扩展的各种工作。</p>
</div><p>Palantir closed 157 deals in the second quarter valued at more than $1 million, with 66 of them more than $5 million and 42 of them at least $10 million. As more companies bring Palantir's platform online and share how they are improving their businesses, Palantir's platform will become a must-have for many institutions.</p>
<div class="lb-trans"><p>Palantir 在第二季度关闭了 157 笔价值超过 100 万美元的交易，其中 66 笔超过 500 万美元，42 笔至少 1000 万美元。随着越来越多的公司上线 Palantir 的平台并分享他们如何改善业务，Palantir 的平台将成为许多机构的必备工具。</p>
</div><h2>The verdict</h2>
<div class="lb-trans"><h2>结论</h2>
</div><p>I'm not gonna lie. This is a tough one. I love both of these companies, and I think both are destined to increase.</p>
<div class="lb-trans"><p>我不会撒谎。这是一个艰难的选择。我喜欢这两家公司，我认为它们都注定会增长。</p>
</div><p>But if I have to choose one, then the valuations of both companies will break the tie. At the time of this writing, Nvidia is richly valued both in its price-to-earnings (P/E) ratio of 59 and its forward P/E of 42, but Palantir comes in at an unhealthy 623 and 288, respectively.</p>
<div class="lb-trans"><p>但如果我必须选择一个，那么两家公司的估值将打破平局。在撰写本文时，英伟达的市盈率 (P/E) 高达 59，前瞻市盈率为 42，而 Palantir 的市盈率分别为 623 和 288，显得不太健康。</p>
</div><p>The price-to-sales ratio, which compares market capitalization to revenue, is arguably an even more accurate measurement as both of these companies are pouring profits back into the business. And Nvidia is by far the strongest there, too.</p>
<div class="lb-trans"><p>市销率，即市值与收入的比率，可能是一个更准确的衡量标准，因为这两家公司都在将利润再投资于业务。而在这方面，英伟达无疑是最强的。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/888e9e7a5d279090ff83c70f660ddb6c.png" alt="" original-src="https://media.ycharts.com/charts/888e9e7a5d279090ff83c70f660ddb6c.png"/></p>
<p>PLTR PS Ratio data by YCharts</p>
<div class="lb-trans"><p>PLTR PS 比率数据来源于 YCharts</p>
</div><p>So, my winner in this hypothetical battle is Nvidia by a nose. But both stocks are great ones to have, and they'll both anchor my portfolio for the foreseeable future.</p>
<div class="lb-trans"><p>因此，在这场假设的较量中，我的赢家是英伟达。但这两只股票都是值得拥有的好股票，它们将在可预见的未来成为我投资组合的核心。</p>
</div>

Better Technology Stock: Nvidia vs. Palantir

- 英伟达和 Palantir 是市场上最具吸引力的科技股。  
- 英伟达的市值达到 4.4 万亿美元，Palantir 的股价在过去一年上涨超过 500%。  
- 英伟达在数据中心支出上有巨大机会，而 Palantir 的政府合同收入增长显著。  

哪只科技股更好：NVIDIA 与 Palantir Tech