<p>在当今快速变化且竞争激烈的商业世界中，进行全面的公司分析对投资者和行业观察者至关重要。在本文中，我们将对半导体及半导体设备行业的 <strong>NVIDIA NVDA</strong> 进行广泛的行业比较，评估其与主要竞争对手的关系。通过对关键财务指标、市场地位和增长前景的详细审查，我们的目标是提供有价值的见解，揭示公司在行业中的表现。</p>
<h3>NVIDIA 背景</h3>
<p>Nvidia 是一家领先的图形处理单元（GPU）开发商。传统上，GPU 用于增强计算平台上的体验，尤其是在 PC 游戏应用中。GPU 的使用案例后来发展为在人工智能中作为重要的半导体，用于运行大型语言模型。Nvidia 不仅提供 AI GPU，还提供用于 AI 模型开发和训练的软件平台 Cuda。Nvidia 还在扩展其数据中心网络解决方案，帮助将 GPU 连接在一起以处理复杂的工作负载。</p>
<p>在对 NVIDIA 进行更深入的分析时，以下趋势变得明显：</p>
<ul>
<li>以 48.91 的市盈率（P/E）来看，低于行业平均水平 0.67 倍，股票显示出合理价格下的增长潜力，使其成为市场参与者的一个有趣选择。</li>
<li>根据其 41.74 的市净率（P/B），该股票可能相对于其账面价值处于溢价状态，超过行业平均水平 5.21 倍。</li>
<li>股票相对较高的市销率（P/S）为 25.62，超过行业平均水平 2.3 倍，可能表明在销售表现方面存在高估的情况。</li>
<li>公司的股本回报率（ROE）为 28.72%，高于行业平均水平 24.85%。这表明公司有效利用股本来产生利润，展现出盈利能力和增长潜力。</li>
<li>公司的息税折旧摊销前利润（EBITDA）为 319.4 亿美元，低于行业平均水平 0.8 倍，暗示潜在的盈利能力较低或财务挑战。</li>
<li>公司的毛利润为 338.5 亿美元，超过行业平均水平 1.03 倍，显示出更强的盈利能力和核心业务的更高收益。</li>
<li>公司的收入增长率为 55.6%，显著高于行业平均水平 12.36%，展示出卓越的销售表现和对其产品或服务的强劲需求。</li>
</ul>
<h3>负债与股本比率</h3>
<p><img src="https://imageproxy.pbkrs.com/https://www.benzinga.com/files/images/story/2025/1757084425_0.png/query-YXV0bz13ZWJwJmRwcj0yJm9wdGltaXplPW1lZGl1bSZ3aWR0aD0xMDgw?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://www.benzinga.com/files/images/story/2025/1757084425_0.png/query-YXV0bz13ZWJwJmRwcj0yJm9wdGltaXplPW1lZGl1bSZ3aWR0aD0xMDgw"/></p>
<p>负债与股本比率（D/E）评估公司在多大程度上依赖借款资金与其股本的比较。</p>
<p>在行业比较中考虑负债与股本比率，可以简明地评估公司的财务健康状况和风险特征，帮助做出明智的决策。</p>
<p>通过考虑负债与股本比率，NVIDIA 可以与其前四大同行进行比较，得出以下观察结果：</p>
<ul>
<li>与其前四大同行相比，NVIDIA 的财务状况更强，负债与股本比率为 0.11，显示出其较低的负债水平。</li>
<li>这表明公司在负债和股本之间有更有利的平衡，这可以被投资者视为积极的指标。</li>
</ul>
<h3>关键要点</h3>
<p>低市盈率表明，NVIDIA 相对于其在半导体及半导体设备行业的同行被低估。然而，高市净率和市销率表明市场对公司资产和销售的估值更高。另一方面，高股本回报率、毛利润和收入增长突显了 NVIDIA 的强大盈利能力和增长潜力，超越了行业同行。低 EBITDA 可能表明在运营效率方面存在一些挑战。</p>
<p><em>本文由 Benzinga 的自动内容引擎生成，并由编辑审核。</em></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>本文分析了英伟达在半导体及半导体设备行业的表现，并与主要竞争对手进行了比较。英伟达的市盈率为 48.91，显示出潜在的增长，但较高的市净率和市销率则暗示其被高估。尽管其息税折旧摊销前利润（EBITDA）为 319.4 亿美元较低，但英伟达的股本回报率（ROE）为 28.72%，营收增长率为 55.6%，表现优于同行。其债务与股本比率为 0.11，表明其财务状况良好。总体而言，英伟达展现出强劲的盈利能力和增长潜力，成为投资者的一个有吸引力的选择</p>

<p>In the fast-paced and highly competitive business world of today, conducting thorough company analysis is essential for investors and industry observers. In this article, we will conduct an extensive industry comparison, evaluating <strong>NVIDIA NVDA</strong> in relation to its major competitors in the Semiconductors &amp; Semiconductor Equipment industry. Through a detailed examination of key financial metrics, market standing, and growth prospects, our objective is to provide valuable insights and illuminate company's performance in the industry.</p>
<div class="lb-trans"><p>在当今快速变化且竞争激烈的商业世界中，进行全面的公司分析对投资者和行业观察者至关重要。在本文中，我们将对半导体及半导体设备行业的 <strong>NVIDIA NVDA</strong> 进行广泛的行业比较，评估其与主要竞争对手的关系。通过对关键财务指标、市场地位和增长前景的详细审查，我们的目标是提供有价值的见解，揭示公司在行业中的表现。</p>
</div><h3>NVIDIA Background</h3>
<div class="lb-trans"><h3>NVIDIA 背景</h3>
</div><p>Nvidia is a leading developer of graphics processing units. Traditionally, GPUs were used to enhance the experience on computing platforms, most notably in gaming applications on PCs. GPU use cases have since emerged as important semiconductors used in artificial intelligence to run large language models. Nvidia not only offers AI GPUs, but also a software platform, Cuda, used for AI model development and training. Nvidia is also expanding its data center networking solutions, helping to tie GPUs together to handle complex workloads.</p>
<div class="lb-trans"><p>Nvidia 是一家领先的图形处理单元（GPU）开发商。传统上，GPU 用于增强计算平台上的体验，尤其是在 PC 游戏应用中。GPU 的使用案例后来发展为在人工智能中作为重要的半导体，用于运行大型语言模型。Nvidia 不仅提供 AI GPU，还提供用于 AI 模型开发和训练的软件平台 Cuda。Nvidia 还在扩展其数据中心网络解决方案，帮助将 GPU 连接在一起以处理复杂的工作负载。</p>
</div><p>Upon closer analysis of NVIDIA, the following trends become apparent:</p>
<div class="lb-trans"><p>在对 NVIDIA 进行更深入的分析时，以下趋势变得明显：</p>
</div><ul>
<li>With a Price to Earnings ratio of 48.91, which is 0.67x less than the industry average, the stock shows potential for growth at a reasonable price, making it an interesting consideration for market participants.</li>
<li>It could be trading at a premium in relation to its book value, as indicated by its Price to Book ratio of 41.74 which exceeds the industry average by 5.21x.</li>
<li>The stock's relatively high Price to Sales ratio of 25.62, surpassing the industry average by 2.3x, may indicate an aspect of overvaluation in terms of sales performance.</li>
<li>The company has a higher Return on Equity (ROE) of 28.72%, which is 24.85% above the industry average. This suggests efficient use of equity to generate profits and demonstrates profitability and growth potential.</li>
<li>The Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) of $31.94 Billion is 0.8x below the industry average, suggesting potential lower profitability or financial challenges.</li>
<li>With higher gross profit of $33.85 Billion, which indicates 1.03x above the industry average, the company demonstrates stronger profitability and higher earnings from its core operations.</li>
<li>The company's revenue growth of 55.6% is notably higher compared to the industry average of 12.36%, showcasing exceptional sales performance and strong demand for its products or services.</li>
</ul>
<div class="lb-trans"><ul>
<li>以 48.91 的市盈率（P/E）来看，低于行业平均水平 0.67 倍，股票显示出合理价格下的增长潜力，使其成为市场参与者的一个有趣选择。</li>
<li>根据其 41.74 的市净率（P/B），该股票可能相对于其账面价值处于溢价状态，超过行业平均水平 5.21 倍。</li>
<li>股票相对较高的市销率（P/S）为 25.62，超过行业平均水平 2.3 倍，可能表明在销售表现方面存在高估的情况。</li>
<li>公司的股本回报率（ROE）为 28.72%，高于行业平均水平 24.85%。这表明公司有效利用股本来产生利润，展现出盈利能力和增长潜力。</li>
<li>公司的息税折旧摊销前利润（EBITDA）为 319.4 亿美元，低于行业平均水平 0.8 倍，暗示潜在的盈利能力较低或财务挑战。</li>
<li>公司的毛利润为 338.5 亿美元，超过行业平均水平 1.03 倍，显示出更强的盈利能力和核心业务的更高收益。</li>
<li>公司的收入增长率为 55.6%，显著高于行业平均水平 12.36%，展示出卓越的销售表现和对其产品或服务的强劲需求。</li>
</ul>
</div><h3>Debt To Equity Ratio</h3>
<div class="lb-trans"><h3>负债与股本比率</h3>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.benzinga.com/files/images/story/2025/1757084425_0.png/query-YXV0bz13ZWJwJmRwcj0yJm9wdGltaXplPW1lZGl1bSZ3aWR0aD0xMDgw" alt="" original-src="https://www.benzinga.com/files/images/story/2025/1757084425_0.png?optimize=medium&amp;dpr=2&amp;auto=webp&amp;width=1080"/></p>
<p>The debt-to-equity (D/E) ratio assesses the extent to which a company relies on borrowed funds compared to its equity.</p>
<div class="lb-trans"><p>负债与股本比率（D/E）评估公司在多大程度上依赖借款资金与其股本的比较。</p>
</div><p>Considering the debt-to-equity ratio in industry comparisons allows for a concise evaluation of a company's financial health and risk profile, aiding in informed decision-making.</p>
<div class="lb-trans"><p>在行业比较中考虑负债与股本比率，可以简明地评估公司的财务健康状况和风险特征，帮助做出明智的决策。</p>
</div><p>By considering the Debt-to-Equity ratio, NVIDIA can be compared to its top 4 peers, leading to the following observations:</p>
<div class="lb-trans"><p>通过考虑负债与股本比率，NVIDIA 可以与其前四大同行进行比较，得出以下观察结果：</p>
</div><ul>
<li>NVIDIA has a stronger financial position compared to its top 4 peers, as evidenced by its lower debt-to-equity ratio of 0.11.</li>
<li>This suggests that the company has a more favorable balance between debt and equity, which can be perceived as a positive indicator by investors.</li>
</ul>
<div class="lb-trans"><ul>
<li>与其前四大同行相比，NVIDIA 的财务状况更强，负债与股本比率为 0.11，显示出其较低的负债水平。</li>
<li>这表明公司在负债和股本之间有更有利的平衡，这可以被投资者视为积极的指标。</li>
</ul>
</div><h3>Key Takeaways</h3>
<div class="lb-trans"><h3>关键要点</h3>
</div><p>The low PE ratio suggests NVIDIA is undervalued compared to its peers in the Semiconductors &amp; Semiconductor Equipment industry. However, the high PB and PS ratios indicate that the market values the company's assets and sales more highly. On the other hand, the high ROE, gross profit, and revenue growth highlight NVIDIA's strong profitability and growth potential, outperforming its industry peers. The low EBITDA may indicate some challenges in operational efficiency.</p>
<div class="lb-trans"><p>低市盈率表明，NVIDIA 相对于其在半导体及半导体设备行业的同行被低估。然而，高市净率和市销率表明市场对公司资产和销售的估值更高。另一方面，高股本回报率、毛利润和收入增长突显了 NVIDIA 的强大盈利能力和增长潜力，超越了行业同行。低 EBITDA 可能表明在运营效率方面存在一些挑战。</p>
</div><p><em>This article was generated by Benzinga's automated content engine and reviewed by an editor.</em></p>
<div class="lb-trans"><p><em>本文由 Benzinga 的自动内容引擎生成，并由编辑审核。</em></p>
</div>

Exploring The Competitive Space: NVIDIA Versus Industry Peers In Semiconductors & Semiconductor Equipment

- NVIDIA 在半导体行业的市盈率为 48.91，低于行业平均水平。  
- 公司 ROE 为 28.72%，显示出较强的盈利能力和增长潜力。  
- 收入增长 55.6%，远超行业平均的 12.36%。  

探索竞争空间：英伟达与行业同行在半导体及半导体设备领域的竞争