<p><strong>英伟达</strong>(NVDA) 已经展示了其财富创造的能力。作为全球顶尖的芯片设计公司，凭借在人工智能（AI）市场的主导地位，过去三年其股价上涨了 1000%。这种领导地位帮助英伟达实现了超出预期的盈利增长，近年来收入和利润均以三位数的速度增长。</p>
<p>这主要是因为对英伟达产品和服务的需求激增，这些是开发和应用人工智能的基本工具。然而，最近一些投资者开始怀疑这家市场领导者的势头是否会持续。毕竟，公司面临竞争，任何潜在的经济波动都可能会抑制人工智能的支出。</p>
<p>但是，出于我将要解释的原因，我对英伟达今天及长期的前景持乐观态度。事实上，我的预测是，现在购买英伟达的股票可能会让你受益终生。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzI4NjUvZ2V0dHlpbWFnZXMtNDgyMDQ0OTI2LmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="467" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzI4NjUvZ2V0dHlpbWFnZXMtNDgyMDQ0OTI2LmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>英伟达的早期发展</h2>
<p>首先，让我们回顾一下英伟达的故事。该公司成立已有 30 多年，但在早期，其未来在人工智能领域的主导地位甚至没有被提及。相反，英伟达主要为视频游戏市场提供图形处理单元（GPU），并稳步增长收入——但与今天数十亿美元的季度收入相比，水平相差甚远。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/3b025adcee5e96e995e629838f341c0d.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="720" height="441" original-src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/3b025adcee5e96e995e629838f341c0d.png"/></p>
<p>NVDA 年度收入数据来自 YCharts</p>
<p>几年后，人工智能的潜力开始被更清晰地听到：英伟达决定将其 GPU 调整以满足这一高潜力技术的需求，正如他们所说，后来的事情就是历史。该公司在人工智能芯片市场上抢占了先机，建立了作为人工智能芯片专家的良好声誉。客户对英伟达的 GPU 在训练大型语言模型（LLM）方面的强大能力印象深刻，这促使他们不断回购，不仅用于训练，现在还用于推理——推理被视为 GPU 的下一个大增长领域。</p>
<p>但英伟达并没有止步于此，而是推出了一系列出色的产品和服务，以支持客户的人工智能项目。因此，这些客户可以依赖英伟达满足他们的所有需求，而不是转向其他公司寻求某些工具或服务。所有这些都进一步巩固了英伟达在人工智能领域的领导地位。</p>
<h2>专注于年度更新</h2>
<p>重要的是，英伟达现在正在采取关键步骤来巩固这一领导地位：公司承诺每年更新其芯片，这一举措将使竞争对手难以赶上。而这种持续的创新，为客户提供更多的计算能力和效率，应该会让这些客户不断回购——最大的科技公司都在努力在人工智能领域获胜，这意味着他们必须获得最佳工具。所有这些都支持了对英伟达最新发布产品的持续需求——这应该会随着时间的推移转化为收入增长。</p>
<p>事实上，英伟达预测，到本世纪末，人工智能基础设施支出将达到高达 4 万亿美元，这表明英伟达可能面临一个万亿美元的收入机会。如果我们以过去为例，英伟达在数据中心支出中占据约 25% 的份额，那么该公司可能会因这一人工智能建设而产生 1 万亿美元的收入。而英伟达在销售中产生强劲利润的能力——毛利率通常超过 70%——应该会随着公司年度产品发布的常态化而持续。</p>
<h2>英伟达的估值</h2>
<p>与此同时，目前英伟达的股票仅以 38 倍的预期收益交易，留给它很大的上涨空间。这对你来说是一个买入机会。</p>
<p>现在让我们谈谈这只股票如何能让你受益终生。重要的是要说，你不应该依赖任何一只股票来为你带来收益——即使是顶级公司。将所有的资金投入到一只股票上是太冒险的，因此你应该始终在多个行业中投资几只股票，并至少持有五年。</p>
<p>在一个良好分散的投资组合的背景下，我的预测是英伟达将帮助你受益终生。过去，随着英伟达收入的增长，股票价格也大幅上涨。今天，考虑到收入可能从数十亿美元（去年结束时为 1300 亿美元）增长到几年后的约 1 万亿美元，这表明股票价格可能再次带来巨大的长期收益。这使得英伟达成为现在购买并持有的绝佳股票，因为它可能会使你的投资组合价值飙升。</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>英伟达（Nvidia，股票代码：NVDA）在过去三年中实现了显著增长，涨幅达到 1000%，这得益于其在人工智能市场的主导地位。该公司经历了三位数的收入和利润增长，主要受到其产品需求激增的推动。尽管面临竞争和潜在的经济挑战，但对英伟达未来的乐观情绪依然存在，特别是考虑到其每年更新芯片的承诺以及预计来自人工智能基础设施支出的 1 万亿美元收入机会。目前，英伟达的前瞻市盈率为 38 倍，被视为长期收益的强劲投资，可能为投资者铺就一生的财富之路</p>

<p><strong>Nvidia</strong>(NVDA) has already shown its wealth-building prowess. The world's top chip designer has delivered a 1,000% gain over the past three years thanks to its dominance in the artificial intelligence (AI) market. This leadership has helped Nvidia generate outsize earnings growth, with revenue and profit climbing in the triple digits in recent years.</p>
<div class="lb-trans"><p><strong>英伟达</strong>(NVDA) 已经展示了其财富创造的能力。作为全球顶尖的芯片设计公司，凭借在人工智能（AI）市场的主导地位，过去三年其股价上涨了 1000%。这种领导地位帮助英伟达实现了超出预期的盈利增长，近年来收入和利润均以三位数的速度增长。</p>
</div><p>That's because demand is surging for Nvidia's products and services, essential tools in the development and application of AI. In recent times, though, some investors have wondered whether this market leader's momentum will continue. After all, the company faces competition, and any potential economic hiccup could put the brakes on AI spending.</p>
<div class="lb-trans"><p>这主要是因为对英伟达产品和服务的需求激增，这些是开发和应用人工智能的基本工具。然而，最近一些投资者开始怀疑这家市场领导者的势头是否会持续。毕竟，公司面临竞争，任何潜在的经济波动都可能会抑制人工智能的支出。</p>
</div><p>But, for reasons I'll explain, I'm optimistic about Nvidia today and over the long term. In fact, my prediction is buying Nvidia stock right now could set you up for life.</p>
<div class="lb-trans"><p>但是，出于我将要解释的原因，我对英伟达今天及长期的前景持乐观态度。事实上，我的预测是，现在购买英伟达的股票可能会让你受益终生。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzI4NjUvZ2V0dHlpbWFnZXMtNDgyMDQ0OTI2LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F832865%2Fgettyimages-482044926.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's early days</h2>
<div class="lb-trans"><h2>英伟达的早期发展</h2>
</div><p>First, let's consider Nvidia's story so far. The company has been around more than 30 years, but in its early days, its future AI dominance wasn't even on the radar screen. Instead, Nvidia mainly served the video games market with its graphics processing units (GPUs) and steadily grew revenue -- but levels were very far from today's multibillion-dollar quarters.</p>
<div class="lb-trans"><p>首先，让我们回顾一下英伟达的故事。该公司成立已有 30 多年，但在早期，其未来在人工智能领域的主导地位甚至没有被提及。相反，英伟达主要为视频游戏市场提供图形处理单元（GPU），并稳步增长收入——但与今天数十亿美元的季度收入相比，水平相差甚远。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/3b025adcee5e96e995e629838f341c0d.png" alt="" original-src="https://media.ycharts.com/charts/3b025adcee5e96e995e629838f341c0d.png"/></p>
<p>NVDA Revenue (Annual) data by YCharts</p>
<div class="lb-trans"><p>NVDA 年度收入数据来自 YCharts</p>
</div><p>Fast forward several years to times when the potential of AI started to be heard more clearly: Nvidia decided to tailor its GPUs to match the needs of this high-potential technology, and as they say, the rest is history. The company got in early on the AI chip market, securing the first-to-market advantage, and from there built a solid reputation as an AI chip expert. Customers were impressed by the power of Nvidia's GPUs to train their large language models (LLMs), and that prompted them to keep coming back, not only for training but now for inferencing -- inferencing is seen as the next big growth area for GPUs.</p>
<div class="lb-trans"><p>几年后，人工智能的潜力开始被更清晰地听到：英伟达决定将其 GPU 调整以满足这一高潜力技术的需求，正如他们所说，后来的事情就是历史。该公司在人工智能芯片市场上抢占了先机，建立了作为人工智能芯片专家的良好声誉。客户对英伟达的 GPU 在训练大型语言模型（LLM）方面的强大能力印象深刻，这促使他们不断回购，不仅用于训练，现在还用于推理——推理被视为 GPU 的下一个大增长领域。</p>
</div><p>But Nvidia didn't stop there and instead has built out a great selection of products and services that support customers' AI projects. So, these customers can rely on Nvidia for all of their needs rather than turning to others for certain tools or services. All of this has reinforced Nvidia's AI leadership.</p>
<div class="lb-trans"><p>但英伟达并没有止步于此，而是推出了一系列出色的产品和服务，以支持客户的人工智能项目。因此，这些客户可以依赖英伟达满足他们的所有需求，而不是转向其他公司寻求某些工具或服务。所有这些都进一步巩固了英伟达在人工智能领域的领导地位。</p>
</div><h2>A focus on annual updates</h2>
<div class="lb-trans"><h2>专注于年度更新</h2>
</div><p>Importantly, Nvidia now is taking a key step to reinforce this leadership: The company has committed to updating its chips on annual basis, a move that will make it difficult for competitors to catch up. And this constant innovation, offering more computing power and efficiency to customers, should keep these customers coming back -- the biggest tech companies are focused on winning in the AI space, meaning its crucial for them to access the best tools available. All of this supports the idea of ongoing demand for Nvidia's newest releases -- and this should translate into revenue growth over time.</p>
<div class="lb-trans"><p>重要的是，英伟达现在正在采取关键步骤来巩固这一领导地位：公司承诺每年更新其芯片，这一举措将使竞争对手难以赶上。而这种持续的创新，为客户提供更多的计算能力和效率，应该会让这些客户不断回购——最大的科技公司都在努力在人工智能领域获胜，这意味着他们必须获得最佳工具。所有这些都支持了对英伟达最新发布产品的持续需求——这应该会随着时间的推移转化为收入增长。</p>
</div><p>In fact, Nvidia's forecast that AI infrastructure spending will reach as much as $4 trillion by the end of the decade suggests Nvidia may be looking at a trillion-dollar revenue opportunity. If we use the past as an example, with Nvidia winning about 25% of data center spending, the company could generate $1 trillion in revenue thanks to this AI buildout. And Nvidia's ability to generate strong profit on sales -- with gross margin generally surpassing 70% -- should continue as the company's annual product releases become routine.</p>
<div class="lb-trans"><p>事实上，英伟达预测，到本世纪末，人工智能基础设施支出将达到高达 4 万亿美元，这表明英伟达可能面临一个万亿美元的收入机会。如果我们以过去为例，英伟达在数据中心支出中占据约 25% 的份额，那么该公司可能会因这一人工智能建设而产生 1 万亿美元的收入。而英伟达在销售中产生强劲利润的能力——毛利率通常超过 70%——应该会随着公司年度产品发布的常态化而持续。</p>
</div><h2>Nvidia's valuation</h2>
<div class="lb-trans"><h2>英伟达的估值</h2>
</div><p>Meanwhile, right now, Nvidia stock trades for only 38x forward earnings estimates, leaving it plenty of room to run. And that equals a buying opportunity for you.</p>
<div class="lb-trans"><p>与此同时，目前英伟达的股票仅以 38 倍的预期收益交易，留给它很大的上涨空间。这对你来说是一个买入机会。</p>
</div><p>Now let's talk about how this stock could set you up for life. It's important to say that you shouldn't rely on any one stock to perform for you -- even a top-quality company. Putting all of your eggs in one basket in investing is too risky, so you always should invest in several stocks across industries and hold on for at least five years.</p>
<div class="lb-trans"><p>现在让我们谈谈这只股票如何能让你受益终生。重要的是要说，你不应该依赖任何一只股票来为你带来收益——即使是顶级公司。将所有的资金投入到一只股票上是太冒险的，因此你应该始终在多个行业中投资几只股票，并至少持有五年。</p>
</div><p>In that context of a well-diversified portfolio, though, my prediction is Nvidia <em>will help</em> set you up for life. The stock, in the past, has roared higher as Nvidia's revenue climbed. And today, considering revenue may advance from the billions of dollars -- it ended last year at $130 billion -- to about $1 trillion a few years from now suggests the stock price may once again deliver enormous long-term gains. This makes Nvidia a great stock to buy right now and hold as it could send the value of your portfolio soaring.</p>
<div class="lb-trans"><p>在一个良好分散的投资组合的背景下，我的预测是英伟达将帮助你受益终生。过去，随着英伟达收入的增长，股票价格也大幅上涨。今天，考虑到收入可能从数十亿美元（去年结束时为 1300 亿美元）增长到几年后的约 1 万亿美元，这表明股票价格可能再次带来巨大的长期收益。这使得英伟达成为现在购买并持有的绝佳股票，因为它可能会使你的投资组合价值飙升。</p>
</div>

Prediction: Buying Nvidia Today Could Set You Up for Life

- Nvidia 在过去三年中实现了 1,000% 的收益增长，主要得益于其在人工智能市场的主导地位。  
- 公司承诺每年更新芯片，增强竞争力，预计 AI 基础设施支出到 2030 年将达 4 万亿美元。  
- 当前 Nvidia 股票估值为 38 倍预期收益，提供了良好的投资机会。  

预测：今天购买 NVIDIA 可能会让你终生受益