<p><strong>英伟达</strong>(NVDA 0.28%) 的股票刚刚创下历史新高。但有一个问题：英伟达最近的上涨与公司本身没有直接关系。相反，还有另一只人工智能股票正在推动整个行业的估值上升。</p>
<h2>来自甲骨文的消息推动了英伟达的股价</h2>
<p>令人惊讶的是，市值超过 5000 亿美元的公司从未在单个交易日内看到其股价上涨超过 30%。但这正是本周 <strong>甲骨文</strong>(ORCL -4.60%) 在宣布了令人瞩目的财报和对人工智能基础设施需求的极为乐观预测后发生的事情。</p>
<p>根据甲骨文首席执行官的说法，该公司在第一季度签署了四个大型合同，使其积压订单超过 4500 亿美元——是去年同期的四倍。甲骨文云基础设施——一个直接受益于人工智能支出的部门——预计将从去年增长 77%，达到 180 亿美元。最令人印象深刻的是，该部门预计到 2030 年将实现 1440 亿美元的收入。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkzOTMvZ2V0dHlpbWFnZXMtMjE0OTUzMDk5My0xMjAweDY3NS0xMjg1NTRlLTIuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="393" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkzOTMvZ2V0dHlpbWFnZXMtMjE0OTUzMDk5My0xMjAweDY3NS0xMjg1NTRlLTIuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<p>对英伟达投资者来说，消息很明确：人工智能技术的支出在整个行业中持续快速增长。甲骨文乐观的长期预测也为英伟达的增长前景增添了巨大的动力，因为英伟达制造和销售顶级的 GPU：几乎每个人工智能过程的关键组件。因此，甲骨文在这一方面的好消息对英伟达来说也是好消息，这就是本周英伟达股价上涨的原因。</p>

英伟达

甲骨文

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>英伟达的股票已达到历史新高，这一增长并非源于自身的业绩，而是受到甲骨文最近公布的强劲财报和对人工智能基础设施需求乐观预测的推动。甲骨文的首席执行官透露了重要合同和超过 4500 亿美元的订单积压，表明人工智能支出激增。甲骨文的这一积极前景提升了英伟达的增长前景，因为英伟达生产人工智能处理所需的关键 GPU，从而导致英伟达股价上涨</p>

<p><strong>Nvidia</strong>(NVDA 0.28%) stock just hit new all-time highs. But there's a catch: Nvidia's latest rise has nothing to do with the company itself, at least not directly. Instead, there's another AI stock that is causing the entire industry to rise in valuation.</p>
<div class="lb-trans"><p><strong>英伟达</strong>(NVDA 0.28%) 的股票刚刚创下历史新高。但有一个问题：英伟达最近的上涨与公司本身没有直接关系。相反，还有另一只人工智能股票正在推动整个行业的估值上升。</p>
</div><h2>News from Oracle is fueling Nvidia's stock price</h2>
<div class="lb-trans"><h2>来自甲骨文的消息推动了英伟达的股价</h2>
</div><p>Amazingly, no company with a market cap north of $500 billion has ever seen its stock price rise by more than 30% in a single trading day. But that's exactly what happened this week with <strong>Oracle</strong>(ORCL -4.60%) after the company announced blockbuster earnings with incredibly optimistic forecasts for AI infrastructure demand.</p>
<div class="lb-trans"><p>令人惊讶的是，市值超过 5000 亿美元的公司从未在单个交易日内看到其股价上涨超过 30%。但这正是本周 <strong>甲骨文</strong>(ORCL -4.60%) 在宣布了令人瞩目的财报和对人工智能基础设施需求的极为乐观预测后发生的事情。</p>
</div><p>According to Oracle's CEO, the firm inked four mega contracts in the first quarter, bringing its backlog to more than $450 billion -- four times what it was just a year ago. Oracle Cloud Infrastructure -- a division directly exposed to rising AI spending -- is expected to grow revenue by 77% to $18 billion from the previous year. Most impressively, that division is expected to reach $144 billion in revenue by 2030.</p>
<div class="lb-trans"><p>根据甲骨文首席执行官的说法，该公司在第一季度签署了四个大型合同，使其积压订单超过 4500 亿美元——是去年同期的四倍。甲骨文云基础设施——一个直接受益于人工智能支出的部门——预计将从去年增长 77%，达到 180 亿美元。最令人印象深刻的是，该部门预计到 2030 年将实现 1440 亿美元的收入。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkzOTMvZ2V0dHlpbWFnZXMtMjE0OTUzMDk5My0xMjAweDY3NS0xMjg1NTRlLTIuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F829393%2Fgettyimages-2149530993-1200x675-128554e-2.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><p>The news is clear for Nvidia investors: Spending on AI technologies continues to grow rapidly industrywide. Oracle's rosy long-term forecast also adds huge momentum for Nvidia's growth prospects considering Nvidia makes and sells the top-rated GPUs: critical components that power nearly every AI process. Good news for Oracle on this front should also be good news for Nvidia, hence Nvidia's rising share price this week.</p>
<div class="lb-trans"><p>对英伟达投资者来说，消息很明确：人工智能技术的支出在整个行业中持续快速增长。甲骨文乐观的长期预测也为英伟达的增长前景增添了巨大的动力，因为英伟达制造和销售顶级的 GPU：几乎每个人工智能过程的关键组件。因此，甲骨文在这一方面的好消息对英伟达来说也是好消息，这就是本周英伟达股价上涨的原因。</p>
</div>

1 Surprising Reason Nvidia Stock Just Hit All-Time Highs

- Nvidia 股票创下历史新高，主要受 Oracle 消息影响。  
- Oracle 公布强劲财报，预计 AI 基础设施需求激增。  
- AI 技术支出持续增长，利好 Nvidia 未来发展。  

英伟达股票创历史新高的一个令人意外的原因