<p><strong>英伟达</strong>(NVDA 0.57%) 与人工智能（AI）在过去几年中已成为同义词，因为该公司的图形处理单元在推动这一新技术方面发挥了至关重要的作用。</p>
<p>毕竟，全球各地的公司和政府在过去三年中一直在购买英伟达最强大的芯片系统，以训练 AI 模型和运行推理应用。而英伟达在成为全球市值最大的公司后，仍然持续交出令人瞩目的稳健增长，季度增长不断。</p>
<p>例如，在其 2026 财年第二季度，公司的收入同比增长了令人印象深刻的 56%，达到了接近 470 亿美元。管理层预计在当前季度将再增长 54%，达到 540 亿美元。然而，市场对英伟达在中国业务的担忧正在影响其股价。</p>
<p>但与此同时，市场最近对 <strong>安霸</strong>(AMBA 2.45%) 的奖励非常丰厚。这家不太知名的芯片制造商的股价在过去三个月中上涨了 52%——是英伟达同期增长速度的两倍。而这家较小的半导体公司有潜力带来更大的收益。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE3NjEvYWktd3JpdHRlbi1vbi1jaXJjdWl0LWJvYXJkLmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE3NjEvYWktd3JpdHRlbi1vbi1jaXJjdWl0LWJvYXJkLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>人工智能推动了安霸的增长</h2>
<p>安霸设计的计算机视觉处理器被部署在无人机、车辆、安全摄像头和其他设备中。其芯片在旨在本地处理 AI 过程的边缘设备中获得了极大的关注。</p>
<p>这有助于解释为什么安霸的收入在 2026 财年第二季度（截至 7 月 31 日）同比增长了 50%，达到了 9550 万美元。此外，公司报告的非 GAAP 每股利润为 0.15 美元，而去年同期则为每股亏损 0.13 美元。管理层在财报电话会议上指出，其边缘 AI 收入已连续五个季度创下新纪录。</p>
<p>公司预计边缘 AI 处理器将在今年占其整体收入的 80%。重要的是，对其在无人机、摄像机和车辆等多种用途的芯片需求的上升，促使管理层提高了全年的指引。现在预计其收入将在 2026 财年增长 33%，达到 3.79 亿美元，早前的预测为 22% 的增长。</p>
<p>这一改善的前景得益于安霸在各个市场上获得的新客户，以及用于机器人无人机和边缘 AI 设备的芯片生产的提升。另一个值得注意的方面是，安霸的边缘 AI 处理器推动了其平均售价的提升，这也解释了公司在底线上的重大改善。</p>
<p>更好的是，安霸对其能够在长期内维持 AI 驱动的增长充满信心。公司预计其可服务的边缘 AI 芯片市场在未来五年将以每年 18% 的速度增长，达到 129 亿美元。公司还认为，它有能力以比其可服务市场更快的速度增长，从而赢得更大的市场份额。</p>
<p>然而，不要惊讶于看到安霸在更长时间内维持其出色的增长水平。根据 Market.US 的市场研究估计，边缘 AI 处理器市场的收入在未来十年可能会增长 20 倍。这一增长将由边缘 AI 处理器能够实现的更快处理速度推动，这也是它们在自动驾驶汽车和工业应用中采用率上升的原因。</p>
<h2>吸引人的估值和改善的增长潜力使其现在值得购买</h2>
<p>安霸的股票在公司于 8 月 28 日发布最新季度业绩后上涨了近 17%。然而，即使在这一涨幅之后，该股的交易价格仍不到 10 倍的销售额，这在与美国科技行业平均 8.5 倍的市销率相比时并不算昂贵。公司已经证明其能够实现更强劲的收入增长，分析师们也提高了对这一点的预期。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/de512e072fac743c52571bf1c4b71806.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/de512e072fac743c52571bf1c4b71806.png"/></p>
<p>AMBA 当前财年收入预估数据来自 YCharts。</p>
<p>然而，边缘 AI 市场的巨大机会以及安霸在这一领域获得更大份额的能力，可能会帮助其再次超越华尔街的预期。因此，这家鲜为人知的 AI 股票看起来值得购买，因为其令人印象深刻的增长可能会带来更高的股价。</p>

安霸

<p>安霸的股票在三个月内上涨了 52%，表现优于英伟达，因为对其人工智能驱动的边缘处理器的需求不断增长。该公司在 2026 财年第二季度报告了 50% 的收入增长，达到 9550 万美元，并预计全年增长 33%。安霸的边缘人工智能处理器预计将主导其收入，服务市场预计每年增长 18%。尽管最近股价上涨，安霸的估值仍然具有吸引力，市销率低于 10 倍，作为其在不断扩大的边缘人工智能市场中获利的机会，成为一个引人注目的投资选择</p>

<p><strong>Nvidia</strong>(NVDA 0.57%) and artificial intelligence (AI) have become synonymous with each other in the past couple of years as the company's graphics processing units have played a vital role in powering this new technology.</p>
<div class="lb-trans"><p><strong>英伟达</strong>(NVDA 0.57%) 与人工智能（AI）在过去几年中已成为同义词，因为该公司的图形处理单元在推动这一新技术方面发挥了至关重要的作用。</p>
</div><p>After all, companies and governments around the world have been buying Nvidia's most powerful chip systems for the past three years to train AI models and run inference applications. And Nvidia has continued to deliver remarkably solid growth quarter after quarter, even after it became the world's largest company by market cap.</p>
<div class="lb-trans"><p>毕竟，全球各地的公司和政府在过去三年中一直在购买英伟达最强大的芯片系统，以训练 AI 模型和运行推理应用。而英伟达在成为全球市值最大的公司后，仍然持续交出令人瞩目的稳健增长，季度增长不断。</p>
</div><p>For instance, its revenue in the second quarter of its fiscal 2026 was up by an impressive 56% from the year-ago period to just under $47 billion. Management is expecting another healthy increase of 54% in the current quarter to $54 billion. However, the market's concerns about Nvidia's business in China are weighing on the stock.</p>
<div class="lb-trans"><p>例如，在其 2026 财年第二季度，公司的收入同比增长了令人印象深刻的 56%，达到了接近 470 亿美元。管理层预计在当前季度将再增长 54%，达到 540 亿美元。然而，市场对英伟达在中国业务的担忧正在影响其股价。</p>
</div><p>But at the same time, the market has been rewarding <strong>Ambarella</strong>(AMBA 2.45%) handsomely of late. The less well-known chipmaker's stock price has jumped 52% in the past three months -- twice as fast as Nvidia grew during the period. And the smaller semiconductor stock has the potential to deliver even more gains.</p>
<div class="lb-trans"><p>但与此同时，市场最近对 <strong>安霸</strong>(AMBA 2.45%) 的奖励非常丰厚。这家不太知名的芯片制造商的股价在过去三个月中上涨了 52%——是英伟达同期增长速度的两倍。而这家较小的半导体公司有潜力带来更大的收益。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE3NjEvYWktd3JpdHRlbi1vbi1jaXJjdWl0LWJvYXJkLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F831761%2Fai-written-on-circuit-board.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>AI has supercharged Ambarella's growth</h2>
<div class="lb-trans"><h2>人工智能推动了安霸的增长</h2>
</div><p>Ambarella designs computer vision processors that are deployed in drones, vehicles, security cameras, and other devices. Its chips are gaining terrific traction in edge devices that are intended to handle AI processes locally.</p>
<div class="lb-trans"><p>安霸设计的计算机视觉处理器被部署在无人机、车辆、安全摄像头和其他设备中。其芯片在旨在本地处理 AI 过程的边缘设备中获得了极大的关注。</p>
</div><p>This helps explain why Ambarella's revenue jumped 50% year over year to $95.5 million in its fiscal 2026 second quarter, which ended on July 31. What's more, the company posted a non-GAAP profit of $0.15 per share as compared to a loss of $0.13 per share in the prior-year period. Management pointed out on the earnings conference call that its edge AI revenues have now set fresh records for five consecutive quarters.</p>
<div class="lb-trans"><p>这有助于解释为什么安霸的收入在 2026 财年第二季度（截至 7 月 31 日）同比增长了 50%，达到了 9550 万美元。此外，公司报告的非 GAAP 每股利润为 0.15 美元，而去年同期则为每股亏损 0.13 美元。管理层在财报电话会议上指出，其边缘 AI 收入已连续五个季度创下新纪录。</p>
</div><p>The company expects edge AI processors to account for 80% of its overall revenue this year. Importantly, the rising demand for its chips for various uses in drones, video cameras, and vehicles has encouraged management to increase its full-year guidance. It now forecasts that its revenue will rise by 33% in fiscal 2026 to $379 million, up from an earlier forecast of 22% growth.</p>
<div class="lb-trans"><p>公司预计边缘 AI 处理器将在今年占其整体收入的 80%。重要的是，对其在无人机、摄像机和车辆等多种用途的芯片需求的上升，促使管理层提高了全年的指引。现在预计其收入将在 2026 财年增长 33%，达到 3.79 亿美元，早前的预测为 22% 的增长。</p>
</div><p>This improved outlook is backed by the new customer wins Ambarella scored last quarter across various markets, as well as a production ramp-up of chips that are destined to go into robotic drones and edge AI devices. Another thing worth noting is that Ambarella's edge AI processors are driving an improvement in its average selling price, which explains how the company reported a major improvement in its bottom line.</p>
<div class="lb-trans"><p>这一改善的前景得益于安霸在各个市场上获得的新客户，以及用于机器人无人机和边缘 AI 设备的芯片生产的提升。另一个值得注意的方面是，安霸的边缘 AI 处理器推动了其平均售价的提升，这也解释了公司在底线上的重大改善。</p>
</div><p>Even better, Ambarella is confident that it will be able to sustain its AI-fueled growth over the long run. The company projects that its serviceable addressable market in edge AI chips could increase at an annual rate of 18% over the next five years to $12.9 billion. The company also believes that it is in a position to grow at a faster pace than its addressable market does and thus win a larger market share.</p>
<div class="lb-trans"><p>更好的是，安霸对其能够在长期内维持 AI 驱动的增长充满信心。公司预计其可服务的边缘 AI 芯片市场在未来五年将以每年 18% 的速度增长，达到 129 亿美元。公司还认为，它有能力以比其可服务市场更快的速度增长，从而赢得更大的市场份额。</p>
</div><p>However, don't be surprised to see Ambarella sustaining its terrific growth levels for a much longer period. According to an estimate from market research from Market.US, the edge AI processor market's revenue could jump by 20 times over the next decade. That growth will be driven by the faster processing that edge AI processors are capable of, which is the reason why their adoption in autonomous vehicles and industrial applications is set to rise.</p>
<div class="lb-trans"><p>然而，不要惊讶于看到安霸在更长时间内维持其出色的增长水平。根据 Market.US 的市场研究估计，边缘 AI 处理器市场的收入在未来十年可能会增长 20 倍。这一增长将由边缘 AI 处理器能够实现的更快处理速度推动，这也是它们在自动驾驶汽车和工业应用中采用率上升的原因。</p>
</div><h2>An attractive valuation and the improving growth potential make it a buy right now</h2>
<div class="lb-trans"><h2>吸引人的估值和改善的增长潜力使其现在值得购买</h2>
</div><p>Ambarella stock popped by nearly 17% after the company released its latest quarterly results on Aug. 28. Yet even after that gain, the stock trades at just under 10 times sales, which isn't very expensive when compared to the U.S. technology sector's average price-to-sales ratio of 8.5. The company has demonstrated that it is capable of clocking stronger top-line growth, and analysts have upgraded their expectations on that score as well.</p>
<div class="lb-trans"><p>安霸的股票在公司于 8 月 28 日发布最新季度业绩后上涨了近 17%。然而，即使在这一涨幅之后，该股的交易价格仍不到 10 倍的销售额，这在与美国科技行业平均 8.5 倍的市销率相比时并不算昂贵。公司已经证明其能够实现更强劲的收入增长，分析师们也提高了对这一点的预期。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/de512e072fac743c52571bf1c4b71806.png" alt="" original-src="https://media.ycharts.com/charts/de512e072fac743c52571bf1c4b71806.png"/></p>
<p>AMBA Revenue Estimates for Current Fiscal Year data by YCharts.</p>
<div class="lb-trans"><p>AMBA 当前财年收入预估数据来自 YCharts。</p>
</div><p>However, the sizable opportunity in the edge AI market and Ambarella's ability to grab a bigger slice of this pie could help it exceed Wall Street's expectations again. As such, this little-known AI stock looks worth buying, as its impressive growth is likely to be rewarded with a higher share price.</p>
<div class="lb-trans"><p>然而，边缘 AI 市场的巨大机会以及安霸在这一领域获得更大份额的能力，可能会帮助其再次超越华尔街的预期。因此，这家鲜为人知的 AI 股票看起来值得购买，因为其令人印象深刻的增长可能会带来更高的股价。</p>
</div>

Meet the Skyrocketing Artificial Intelligence (AI) Stock That's Leaving Nvidia in the Dust

- Nvidia 在 AI 领域的增长显著，第二季度营收同比增长 56% 达 470 亿美元。  
- Ambarella 也受益于 AI，营收同比增长 50% 达 9550 万美元，预计全年增长 33%。  
- Ambarella 的边缘 AI 市场前景乐观，预计未来五年年增长率可达 18%。  

认识一下那只正在迅速上涨的人工智能（AI）股票，它已经将英伟达远远甩在了后面