<p><strong>英伟达</strong>(NVDA 1.04%) 在每个季度的财报中都表现出色，但这并没有让投资者对这家人工智能（AI）巨头的下一个更新感到无所谓。相反，投资者每次都同样期待，甚至想知道这次是否会看到其快速增长故事的放缓。</p>
<p>随着投资者倒计时到下一个财报发布日——在这种情况下，定于 11 月 19 日——他们在寻找关于英伟达 AI 业务的线索，这一业务近年来创造了创纪录的收入。作为全球最大的 AI 芯片设计公司，英伟达在最新的财年中实现了 1300 亿美元的收入，而两年前仅为 270 亿美元。</p>
<p>现在，一个特别的线索——投资者确实可以依赖的线索——来自 <strong>台积电</strong>(TSM -1.68%)，英伟达的重要合作伙伴。台积电，全球最大的芯片制造商，刚刚为英伟达的股东宣布了重大消息。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzgyODIvZ2V0dHlpbWFnZXMtMTA3MjAzNTU5OC5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="466" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzgyODIvZ2V0dHlpbWFnZXMtMTA3MjAzNTU5OC5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>英伟达与台积电的合作</h2>
<p>在我们讨论这个好消息之前，先快速回顾一下英伟达的业务以及公司如何与台积电合作。多年来，英伟达围绕游戏市场设计芯片，但随着 AI 作为增长机会的出现，公司将注意力转向了这一领域。正如他们所说，剩下的就是历史了。</p>
<p>如今，英伟达凭借其高性能芯片以及从企业软件到网络系统的相关产品和服务主导了这一市场。这帮助其盈利和股价飙升——在过去五年中，英伟达的股价上涨了超过 1100%。</p>
<p>需要注意的是，尽管英伟达是一家_芯片设计公司_，但它并不是_芯片制造商_。英伟达实际上并不生产其 AI 芯片，即图形处理单元（GPU），而是将这项工作交给台积电。台积电在市场的各个领域拥有超过 500 个客户，包括全球的芯片领导者——从英伟达到 <strong>博通</strong> 和 <strong>超威半导体</strong>。</p>
<h2>深入了解行业</h2>
<p>此外，由于先进芯片的实际生产随着每次芯片创新变得越来越复杂，台积电在新项目开始前两到三年就开始与客户合作。&#34;因此，我们可能会在行业中获得最深刻和最广泛的视角，&#34;首席执行官魏哲家在本周的财报电话会议上表示。</p>
<p>所有这些意味着，台积电对当前 AI 市场的情况以及未来的发展有着非常清晰的了解。这让我想到了本周公司发布的消息——这对英伟达的股东来说是个大新闻。</p>
<p>台积电报告称，最近一个季度利润增长 39%，收入增长 30%，超出分析师的预期。重要的是，魏哲家表示，台积电继续看到客户的&#34;强劲前景&#34;，并且&#34;从我们客户的客户那里收到了非常强烈的信号。...我们对 AI 大趋势的信心正在增强。&#34;魏哲家补充说，半导体需求&#34;将继续是非常基础的&#34;。</p>
<h2>确认趋势</h2>
<p>所有这些对英伟达的股东来说都是令人振奋的消息，因为这确认了芯片设计师在最近几个季度所谈论的趋势以及对需求增长的预测。在英伟达最近的财报中，首席执行官黄仁勋预测，到 2030 年，AI 基础设施支出可能会跃升至 4 万亿美元。台积电上周的报告让我们对这一可能性充满乐观，并暗示英伟达已经开始收获成果。</p>
<p>随着客户寻求 GPU，芯片设计师必须向台积电寻求生产——而且台积电的收入增长很可能反映了对英伟达芯片的需求，因为英伟达是市场领导者。</p>
<p>所有这些意味着，投资者有理由对英伟达即将发布的财报及其将传达的关于未来 GPU 需求的信息感到乐观。这对英伟达的股东来说是个令人振奋的消息——并使得该股票成为今天值得购买和持有的好选择。</p>

英伟达

台积电

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>英伟达即将于 11 月 19 日发布的财报备受投资者期待，尤其是在台积电宣布利润增长 39% 和收入增长 30%、超出预期之后。台积电的首席执行官对人工智能市场的增长表示信心，这与英伟达预测到 2030 年人工智能基础设施支出将达到 4 万亿美元的预期相符。这一积极的前景表明对英伟达 GPU 的强劲需求，使其成为投资者眼中具有吸引力的股票</p>

<p><strong>Nvidia</strong>(NVDA 1.04%) has hit it out of the park quarter after quarter when reporting earnings, but that hasn't made investors blasé about the artificial intelligence (AI) giant's next update. Instead, investors wait with just as much anticipation each time around -- and even wonder if, this time, they'll see a slowdown in what's been a whirlwind growth story.</p>
<div class="lb-trans"><p><strong>英伟达</strong>(NVDA 1.04%) 在每个季度的财报中都表现出色，但这并没有让投资者对这家人工智能（AI）巨头的下一个更新感到无所谓。相反，投资者每次都同样期待，甚至想知道这次是否会看到其快速增长故事的放缓。</p>
</div><p>As investors count the days until the next report -- and in this case, it's set for Nov. 19 -- they look for clues about Nvidia's AI business, one that's generated record revenue in recent years. Nvidia, as the world's biggest AI chip designer, delivered $130 billion in revenue in the latest fiscal year -- that's compared to $27 billion just two years earlier.</p>
<div class="lb-trans"><p>随着投资者倒计时到下一个财报发布日——在这种情况下，定于 11 月 19 日——他们在寻找关于英伟达 AI 业务的线索，这一业务近年来创造了创纪录的收入。作为全球最大的 AI 芯片设计公司，英伟达在最新的财年中实现了 1300 亿美元的收入，而两年前仅为 270 亿美元。</p>
</div><p>Now, one particular clue -- and one investors truly can count on -- comes from <strong>Taiwan Semiconductor Manufacturing</strong>(TSM -1.68%), a key Nvidia partner. TSMC, the world's largest chip manufacturer, just announced big news for Nvidia stockholders.</p>
<div class="lb-trans"><p>现在，一个特别的线索——投资者确实可以依赖的线索——来自 <strong>台积电</strong>(TSM -1.68%)，英伟达的重要合作伙伴。台积电，全球最大的芯片制造商，刚刚为英伟达的股东宣布了重大消息。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzgyODIvZ2V0dHlpbWFnZXMtMTA3MjAzNTU5OC5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F838282%2Fgettyimages-1072035598.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>How Nvidia and TSMC work together</h2>
<div class="lb-trans"><h2>英伟达与台积电的合作</h2>
</div><p>Before we get to this fantastic news, though, we'll take a quick look at Nvidia's business and how the company works with TSMC. Nvidia for many years built its business around designing chips for the gaming market, but as AI surfaced as a growth opportunity, the company turned its attention there. And, as they say, the rest is history.</p>
<div class="lb-trans"><p>在我们讨论这个好消息之前，先快速回顾一下英伟达的业务以及公司如何与台积电合作。多年来，英伟达围绕游戏市场设计芯片，但随着 AI 作为增长机会的出现，公司将注意力转向了这一领域。正如他们所说，剩下的就是历史了。</p>
</div><p>Today, Nvidia dominates this market with its high-powered chips as well as related products and services from enterprise software to networking systems. This has helped earnings and the stock price soar -- Nvidia shares have climbed more than 1,100% over the past five years.</p>
<div class="lb-trans"><p>如今，英伟达凭借其高性能芯片以及从企业软件到网络系统的相关产品和服务主导了这一市场。这帮助其盈利和股价飙升——在过去五年中，英伟达的股价上涨了超过 1100%。</p>
</div><p>It's important to note that though Nvidia is a <em>chip designer</em>, it's not a <em>chipmaker</em>. Nvidia doesn't actually manufacture its AI chips, known as graphics processing units (GPUs), and instead turns to TSMC for that job. TSMC has more than 500 customers across segments of the market, including the world's chip leaders -- from Nvidia to <strong>Broadcom</strong> and <strong>Advanced Micro Devices</strong>.</p>
<div class="lb-trans"><p>需要注意的是，尽管英伟达是一家_芯片设计公司_，但它并不是_芯片制造商_。英伟达实际上并不生产其 AI 芯片，即图形处理单元（GPU），而是将这项工作交给台积电。台积电在市场的各个领域拥有超过 500 个客户，包括全球的芯片领导者——从英伟达到 <strong>博通</strong> 和 <strong>超威半导体</strong>。</p>
</div><h2>A deep look at the industry</h2>
<div class="lb-trans"><h2>深入了解行业</h2>
</div><p>On top of this, since the actual production of advanced chips becomes more and more complex with each chip innovation, TSMC starts work with customers two to three years prior to a new project. &#34;Therefore, we probably get the deepest and widest look possible in the industry,&#34; CEO C.C. Wei said during the company's earnings call this week.</p>
<div class="lb-trans"><p>此外，由于先进芯片的实际生产随着每次芯片创新变得越来越复杂，台积电在新项目开始前两到三年就开始与客户合作。&#34;因此，我们可能会在行业中获得最深刻和最广泛的视角，&#34;首席执行官魏哲家在本周的财报电话会议上表示。</p>
</div><p>All of this means TSMC has a very clear picture of what's happening in today's AI market and what lies ahead. And this brings me to the news the company delivered this week -- news that's a big deal for Nvidia stockholders.</p>
<div class="lb-trans"><p>所有这些意味着，台积电对当前 AI 市场的情况以及未来的发展有着非常清晰的了解。这让我想到了本周公司发布的消息——这对英伟达的股东来说是个大新闻。</p>
</div><p>TSMC reported a 39% increase in profit and a 30% increase in revenue in the recent quarter, beating analysts' estimates. Importantly, Wei said TSMC continues to see a &#34;strong outlook&#34; from customers and &#34;received very strong signals from our customers' customers. ... Our conviction in the AI megatrend is strengthening.&#34; Wei added that semiconductor demand &#34;will continue to be very fundamental.&#34;</p>
<div class="lb-trans"><p>台积电报告称，最近一个季度利润增长 39%，收入增长 30%，超出分析师的预期。重要的是，魏哲家表示，台积电继续看到客户的&#34;强劲前景&#34;，并且&#34;从我们客户的客户那里收到了非常强烈的信号。...我们对 AI 大趋势的信心正在增强。&#34;魏哲家补充说，半导体需求&#34;将继续是非常基础的&#34;。</p>
</div><h2>Confirming the trend</h2>
<div class="lb-trans"><h2>确认趋势</h2>
</div><p>All of this is incredible news for Nvidia's shareholders as it confirms the trends the chip designer has spoken of in recent quarters and its prediction for growth in demand. In Nvidia's most recent earnings report, back in August, CEO Jensen Huang predicted that AI infrastructure spending may jump to $4 trillion by 2030. TSMC's report this past week offers us reason to be optimistic about that possibility and suggests that Nvidia is already starting to reap the rewards.</p>
<div class="lb-trans"><p>所有这些对英伟达的股东来说都是令人振奋的消息，因为这确认了芯片设计师在最近几个季度所谈论的趋势以及对需求增长的预测。在英伟达最近的财报中，首席执行官黄仁勋预测，到 2030 年，AI 基础设施支出可能会跃升至 4 万亿美元。台积电上周的报告让我们对这一可能性充满乐观，并暗示英伟达已经开始收获成果。</p>
</div><p>As customers seek GPUs, chip designers must turn to TSMC for production -- and it's likely that TSMC's revenue gains reflect demand for Nvidia's chips since Nvidia is the market leader.</p>
<div class="lb-trans"><p>随着客户寻求 GPU，芯片设计师必须向台积电寻求生产——而且台积电的收入增长很可能反映了对英伟达芯片的需求，因为英伟达是市场领导者。</p>
</div><p>All of this means there's reason for investors to be optimistic about Nvidia's upcoming earnings report and the messages it will deliver regarding future demand for its GPUs. That's incredible news for Nvidia stockholders -- and makes the stock a great one to buy and hold today.</p>
<div class="lb-trans"><p>所有这些意味着，投资者有理由对英伟达即将发布的财报及其将传达的关于未来 GPU 需求的信息感到乐观。这对英伟达的股东来说是个令人振奋的消息——并使得该股票成为今天值得购买和持有的好选择。</p>
</div>

Taiwan Semiconductor Manufacturing Just Announced Big News for Nvidia Stockholders

- Nvidia 将于 11 月 19 日发布财报，投资者期待 AI 业务的线索。  
- TSMC 报告显示利润增长 39%，收入增长 30%，表明 AI 市场需求强劲。  
- Nvidia 预计 AI 基础设施支出到 2030 年将达 4 万亿美元，前景乐观。  

台积电刚刚宣布了对英伟达股东来说的重大消息