<p><strong>英伟达</strong>(NVDA -0.26%) 在股市中取得了惊人的飞跃，成为唯一一家市值超过 4 万亿美元的股票，独占鳌头。过去五年其股价上涨了 1300%，而且看起来仍然没有停止的迹象。</p>
<p>尽管面临日益激烈的竞争以及自身庞大的规模使得报告高百分比增长变得更加困难，但其增长前景仍然值得讨论。尽管如此，仍有许多理由相信英伟达的未来。以下是投资者仍有时间购买英伟达股票的一个理由。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzI3MTQvcGVyc29uLWluLWEtZGF0YS1jZW50ZXIuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="476" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzI3MTQvcGVyc29uLWluLWEtZGF0YS1jZW50ZXIuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>超大规模云服务商正在消费</h2>
<p>有几种方式可以想象英伟达的机会，其中之一是分析其最大客户如何在其产品上花费资金。</p>
<p>英伟达与全球最大的云服务商合作，包括 <strong>亚马逊</strong>、<strong>微软</strong> 和 <strong>Meta Platforms</strong>。这些公司正在构建大型语言模型（LLM），并为数百万客户提供顶级的人工智能（AI）解决方案，而这些客户又在利用这些平台创建下一代生成式 AI 应用。</p>
<p>这就是正在改变人们商业、购物、支付等方式的 AI 革命，而这些超大规模云服务商需要英伟达强大的芯片来驱动他们的 AI 模型。</p>
<p>看看这三家公司今年在资本支出上的花费，你就能看到英伟达的业务在可预见的未来将是这一过程的关键部分。亚马逊的支出年化达 1200 亿美元，微软为 1000 亿美元，Meta 约为 650 亿美元。这些都是比去年加速的支出，随着公司对计算能力的需求增加，这些数字可能会继续上升。英伟达并不收取这些销售的每一美元，但它在这个市场中占据主导地位。</p>
<p>我不会押注英伟达在未来五年内提供与过去相同的增长，但它仍然可能会超越市场，为股东提供价值。</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）经历了显著的增长，市值超过 4 万亿美元，五年内增长了 1300%。尽管面临来自竞争对手的挑战，其未来依然充满希望，特别是由于亚马逊、微软和 Meta 等主要客户在人工智能技术上的大量支出。这些公司在资本支出方面的重磅投资为英伟达的增长带来了良好前景，因为它们依赖于英伟达强大的芯片来支持其人工智能模型。虽然英伟达可能无法复制过去的增长率，但预计将会超越市场，为股东提供价值</p>

<p><strong>Nvidia</strong>(NVDA -0.26%) has made an incredible ascent to the top of the stock market, and it's in a league of its own as the only stock with a market cap above $4 trillion. It's up 1,300% over the past five years, and it doesn't look like it's anywhere near done.</p>
<div class="lb-trans"><p><strong>英伟达</strong>(NVDA -0.26%) 在股市中取得了惊人的飞跃，成为唯一一家市值超过 4 万亿美元的股票，独占鳌头。过去五年其股价上涨了 1300%，而且看起来仍然没有停止的迹象。</p>
</div><p>Its growth prospects are up for debate amid increasing competition and its sheer size, which makes it harder to report high percentage growth. Still, there are many reasons to believe in Nvidia's future. Here's one reason investors still have time to buy Nvidia stock.</p>
<div class="lb-trans"><p>尽管面临日益激烈的竞争以及自身庞大的规模使得报告高百分比增长变得更加困难，但其增长前景仍然值得讨论。尽管如此，仍有许多理由相信英伟达的未来。以下是投资者仍有时间购买英伟达股票的一个理由。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzI3MTQvcGVyc29uLWluLWEtZGF0YS1jZW50ZXIuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F832714%2Fperson-in-a-data-center.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>Hyperscalers are spending</h2>
<div class="lb-trans"><h2>超大规模云服务商正在消费</h2>
</div><p>There are several ways to envision Nvidia's opportunity, and one of them is to analyze how its largest clients are spending money on its products.</p>
<div class="lb-trans"><p>有几种方式可以想象英伟达的机会，其中之一是分析其最大客户如何在其产品上花费资金。</p>
</div><p>Nvidia works with the largest cloud operators in the world, the hyperscalers like <strong>Amazon</strong>, <strong>Microsoft</strong>, and <strong>Meta Platforms</strong>. These companies are building out their large language models (LLM) and offering top artificial intelligence (AI) solutions to their millions of customers, who in turn are using these platforms to create the next generation of generative AI apps.</p>
<div class="lb-trans"><p>英伟达与全球最大的云服务商合作，包括 <strong>亚马逊</strong>、<strong>微软</strong> 和 <strong>Meta Platforms</strong>。这些公司正在构建大型语言模型（LLM），并为数百万客户提供顶级的人工智能（AI）解决方案，而这些客户又在利用这些平台创建下一代生成式 AI 应用。</p>
</div><p>This is the AI revolution that's changing how people do business, shop, pay, and more, and these hyperscalers need Nvidia's powerful chips to drive their AI models.</p>
<div class="lb-trans"><p>这就是正在改变人们商业、购物、支付等方式的 AI 革命，而这些超大规模云服务商需要英伟达强大的芯片来驱动他们的 AI 模型。</p>
</div><p>Just take a look at how much these three companies are spending this year on capital expenditures, and you can see how Nvidia's business is going to be a crucial part of this process for the foreseeable future. Amazon is spending at a run rate of $120 billion, Microsoft at $100 billion, and Meta at about $65 billion. These are accelerations from last year, and as companies require more power, those numbers are likely to keep going up. Nvidia doesn't collect every dollar of these sales, but it dominates this market.</p>
<div class="lb-trans"><p>看看这三家公司今年在资本支出上的花费，你就能看到英伟达的业务在可预见的未来将是这一过程的关键部分。亚马逊的支出年化达 1200 亿美元，微软为 1000 亿美元，Meta 约为 650 亿美元。这些都是比去年加速的支出，随着公司对计算能力的需求增加，这些数字可能会继续上升。英伟达并不收取这些销售的每一美元，但它在这个市场中占据主导地位。</p>
</div><p>I wouldn't bet on Nvidia offering the same kind of growth it has in the past over the next five years, but it's still likely to beat the market and offer value for shareholders.</p>
<div class="lb-trans"><p>我不会押注英伟达在未来五年内提供与过去相同的增长，但它仍然可能会超越市场，为股东提供价值。</p>
</div>

Think It's Too Late to Buy Nvidia (NVDA)? Here's the 1 Reason Why There's Still Time

- Nvidia 市值超过 4 万亿美元，过去五年上涨 1,300%。  
- 主要客户如亚马逊、微软和 Meta 正在大幅增加资本支出。  
- Nvidia 在 AI 领域的需求将持续增长，未来仍有投资价值。  

觉得现在买入英伟达（NVDA）已经太迟了吗？这里有一个理由告诉你为什么仍然有机会