<p>摩根大通（NASDAQ:NVDA - 获取免费报告）在周五发布的一份报告中重新给予了 NVIDIA &#34;跑赢大盘&#34; 的评级，Benzinga 报道。他们目前对这家计算机硬件制造商的股票设定了 275.00 美元的目标价。摩根大通的目标价表明，相较于公司当前价格，存在 43.13% 的潜在上涨空间。</p>
<ul>
<li>忘掉芯片：甲骨文赢得 AI 第二阶段</li>
</ul>
<p>其他一些股票分析师最近也对 NVDA 发布了报告。President Capital 将 NVIDIA 的股票目标价从 240.00 美元上调至 245.00 美元，并在 11 月 28 日的研究报告中给予该股票&#34;买入&#34;评级。Raymond James Financial 为 NVIDIA 设定了 272.00 美元的目标价，并在 11 月 20 日的研究报告中给予公司&#34;强力买入&#34;评级。摩根大通将 NVIDIA 的目标价从 215.00 美元上调至 250.00 美元，并在 11 月 20 日的报告中给予公司&#34;超配&#34;评级。Seaport Global Securities 将 NVIDIA 的目标价从 100.00 美元上调至 140.00 美元，并在 11 月 17 日的报告中给予公司&#34;卖出&#34;评级。最后，巴黎银行 Exane 将 NVIDIA 的目标价从 240.00 美元上调至 250.00 美元，并在 11 月 18 日的研究报告中给予该股票&#34;跑赢大盘&#34;评级。五位投资分析师给予该股票&#34;强力买入&#34;评级，四十五位给予&#34;买入&#34;评级，两位给予&#34;持有&#34;评级，一位给予&#34;卖出&#34;评级。根据 MarketBeat.com 的数据，该公司的共识评级为&#34;买入&#34;，平均目标价为 262.14 美元。</p>
<p><strong>查看我们最新的 NVIDIA 股票报告</strong></p>
<h2>NVIDIA 股票上涨 1.9%</h2>
<ul>
<li>4 种难忘的方式来参与 HBM 市场的繁荣</li>
</ul>
<p>NVIDIA 股票在周五以 192.13 美元开盘。该股票的 50 日移动平均线为 185.97 美元，200 日移动平均线为 176.21 美元。该股票的市值为 4.67 万亿美元，市盈率为 47.68，市盈增长比率为 0.92，贝塔值为 2.29。NVIDIA 的年内最低价为 86.62 美元，年内最高价为 212.19 美元。公司的债务股本比为 0.06，速动比率为 3.71，流动比率为 4.47。</p>
<p>NVIDIA（NASDAQ:NVDA - 获取免费报告）最近在 11 月 19 日发布了季度财报。这家计算机硬件制造商报告每股收益为 1.30 美元，超出分析师的共识预期 1.23 美元，超出 0.07 美元。NVIDIA 的净利润率为 53.01%，股本回报率为 99.24%。该公司在本季度的收入为 570.1 亿美元，而分析师预期为 546.6 亿美元。在去年同期，该公司每股收益为 0.81 美元。公司的收入同比增长 62.5%。整体来看，卖方分析师预测 NVIDIA 在当前年度的每股收益为 2.77。</p>
<h2>NVIDIA 的内部买卖情况</h2>
<ul>
<li>AI 繁荣是泡沫吗？这两只分红股票说不是</li>
</ul>
<p>在其他 NVIDIA 新闻中，董事 Mark A. Stevens 在 12 月 5 日的交易中出售了 350,000 股 NVIDIA 股票。股票以平均价格 181.73 美元出售，总交易额为 63,605,500.00 美元。出售完成后，该董事持有公司股票 7,049,803 股，估值约为 1,281,160,699.19 美元。此次交易使其持股减少了 4.73%。该交易在与证券交易委员会的法律文件中披露，相关信息可通过 SEC 网站获取。此外，董事 Harvey C. Jones 在 12 月 15 日的交易中出售了 250,000 股公司的股票。该股票以平均价格 177.33 美元出售，总价值为 44,332,500.00 美元。出售后，该董事直接持有公司 6,933,280 股，估值为 1,229,478,542.40 美元。此次交易使其持股减少了 3.48%。该出售的 SEC 文件提供了更多信息。在过去的九十天里，内部人士出售了价值 396,157,992 美元的 2,161,474 股公司股票。当前 4.17% 的股票由公司内部人士持有。</p>
<h2>机构投资者对 NVIDIA 的看法</h2>
<p>几家机构投资者和对冲基金最近买卖了 NVDA 的股票。金融规划中心在第二季度将其在 NVIDIA 的持股增加了 4.6%。金融规划中心目前拥有 8,429 股这家计算机硬件制造商的股票，价值 1,332,000 美元，此前在上个季度购买了 367 股。Atria Investments Inc 在第二季度将其在 NVIDIA 的持股增加了 3.2%。Atria Investments Inc 目前拥有 942,208 股这家计算机硬件制造商的股票，价值 148,859,000 美元，此前在上个季度购买了 29,479 股。MADDEN SECURITIES Corp 在第二季度将其在 NVIDIA 的持股增加了 3.2%。MADDEN SECURITIES Corp 目前拥有 81,322 股这家计算机硬件制造商的股票，价值 12,848,000 美元，此前在上个季度购买了 2,484 股。Whalen Wealth Management Inc.在第三季度将其在 NVIDIA 的持股增加了 20.3%。Whalen Wealth Management Inc.目前拥有 36,490 股这家计算机硬件制造商的股票，估值为 6,808,000 美元，此前在上个季度购买了 6,162 股。最后，ORG Wealth Partners LLC 在第二季度将其在 NVIDIA 的持股增加了 7.7%。ORG Wealth Partners LLC 目前拥有 49,301 股这家计算机硬件制造商的股票，价值 7,560,000 美元，此前在上个季度购买了 3,542 股。机构投资者持有公司 65.27% 的股票。</p>
<h2>更多 NVIDIA 新闻</h2>
<p>以下是本周影响 NVIDIA 的关键新闻故事：</p>
<ul>
<li>积极情绪：Nvidia 授权 Groq 的推理技术并聘请了顶尖的 Groq 工程师，这一举措将加速其推理路线图并缓解 GPU 瓶颈。Nvidia 聘用 Groq 人才</li>
<li>积极情绪：主要媒体报道该交易价值接近 200 亿美元（收购/授权框架有所不同），这表明在 AI 推理方面进行了一项重要的战略投资。CNBC Groq 交易报告</li>
<li>积极情绪：在盘后/隔夜交易中，股价小幅上涨——Robinhood 的数据显示，Groq 头条新闻发布后，NVDA 超过 190 美元。Benzinga 隔夜交易</li>
<li>积极情绪：与一项单独的战略投资相关的监管摩擦减轻（与一项 50 亿美元的英特尔相关投资有关的 FTC 批准），消除了一个潜在的短期压力。FTC 批准文章</li>
<li>中性情绪：一些媒体强调该交易结构为授权协议，Groq 将保持独立（非独占许可而非完全收购），这降低了整合风险，但也限制了立即的整合收益。WSJ 关于授权/独立的报道</li>
<li>中性情绪：与 Groq 相关的知名投资者（例如 Chamath）将从该交易中获得实质性利益；这对股东周转和外观来说是显著的，但对 Nvidia 的直接运营没有影响。Chamath 意外收益文章</li>
<li>消极情绪：分析师和评论员指出潜在的现金压力：报道的约 200 亿美元的价格标签和关于 Nvidia 现金状况的近期评论引发了对融资、回购或资本配置的质疑。Seeking Alpha 现金担忧</li>
</ul>
<h2>NVIDIA 公司简介</h2>
<p>(获取免费报告)</p>
<p>NVIDIA 公司成立于 1993 年，总部位于加利福尼亚州圣克拉拉，是一家全球技术公司，设计和开发图形处理单元（GPU）和系统级芯片（SoC）技术。由黄仁勋共同创立，他担任总裁兼首席执行官，另外还有 Chris Malachowsky 和 Curtis Priem，NVIDIA 从一家专注于图形的芯片制造商发展成为多个行业加速计算硬件和软件的广泛提供商。</p>
<p>该公司的产品组合涵盖用于游戏和专业可视化的离散 GPU（以 GeForce 和 NVIDIA RTX 系列为品牌），用于 AI 训练和推理的高性能数据中心加速器（包括广泛采用的平台如 A100 和 H100 系列），以及用于汽车和边缘应用的 Tegra SoC。</p>
<h2>精选故事</h2>
<ul>
<li>我们更看好的五只股票超过 NVIDIA</li>
<li>BNZI 发布创纪录的第三季度收入 – 看看是什么推动了它。</li>
<li>华盛顿准备迎战</li>
<li>你知道亚马逊计划在 1 月 1 日做什么吗？</li>
<li>Nvidia x 1,000,000</li>
<li>在美国鬼城发现 100 万亿美元的 “AI 金属”</li>
</ul>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/RatingsAndPriceTargetChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9TlZEQQ?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.marketbeat.com/scripts/RatingsAndPriceTargetChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9TlZEQQ"/></p>
<p><em>此即时新闻提醒由叙事科学技术和 MarketBeat 的金融数据生成，以便为读者提供最快的报道和公正的覆盖。请将任何问题或意见发送至 contact@marketbeat.com。</em></p>
<h2>你现在应该投资 1,000 美元在 NVIDIA 吗？</h2>
<p>在你考虑 NVIDIA 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只顶级分析师正在悄悄向客户推荐的股票，以便在更广泛的市场注意到之前购买……而 NVIDIA 并不在名单上。</p>
<p>虽然 NVIDIA 目前在分析师中获得了买入评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</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>罗伯特·W·贝尔德（Robert W. Baird）重申了对英伟达（NVIDIA）的 “跑赢大盘” 评级，目标价为 275 美元，意味着 43.13% 的潜在上涨空间。其他分析师也上调了他们的目标价，普遍给予 “买入” 评级，平均目标价为 262.14 美元。英伟达的股票开盘价为 192.13 美元，市值为 4.67 万亿美元。近期注意到内部人士的股票出售和机构投资，英伟达的季度收益超出预期</p>

<p>NVIDIA (NASDAQ:NVDA - Get Free Report)'s stock had its &#34;outperform&#34; rating reissued by research analysts at Robert W. Baird in a report issued on Friday,Benzinga reports. They presently have a $275.00 price objective on the computer hardware maker's stock. Robert W. Baird's target price indicates a potential upside of 43.13% from the company's current price.</p>
<div class="lb-trans"><p>摩根大通（NASDAQ:NVDA - 获取免费报告）在周五发布的一份报告中重新给予了 NVIDIA &#34;跑赢大盘&#34; 的评级，Benzinga 报道。他们目前对这家计算机硬件制造商的股票设定了 275.00 美元的目标价。摩根大通的目标价表明，相较于公司当前价格，存在 43.13% 的潜在上涨空间。</p>
</div><ul>
<li>Forget The Chips: Oracle Wins Phase 2 of AI</li>
</ul>
<div class="lb-trans"><ul>
<li>忘掉芯片：甲骨文赢得 AI 第二阶段</li>
</ul>
</div><p>A number of other equities analysts also recently issued reports on NVDA. President Capital lifted their price target on shares of NVIDIA from $240.00 to $245.00 and gave the stock a &#34;buy&#34; rating in a research note on Friday, November 28th. Raymond James Financial set a $272.00 price target on NVIDIA and gave the company a &#34;strong-buy&#34; rating in a research note on Thursday, November 20th. JPMorgan Chase &amp; Co. upped their target price on NVIDIA from $215.00 to $250.00 and gave the company an &#34;overweight&#34; rating in a report on Thursday, November 20th. Seaport Global Securities increased their target price on NVIDIA from $100.00 to $140.00 and gave the company a &#34;sell&#34; rating in a report on Monday, November 17th. Finally, BNP Paribas Exane increased their price target on NVIDIA from $240.00 to $250.00 and gave the stock an &#34;outperform&#34; rating in a research note on Tuesday, November 18th. Five investment analysts have rated the stock with a Strong Buy rating, forty-five have assigned a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of &#34;Buy&#34; and an average target price of $262.14.</p>
<div class="lb-trans"><p>其他一些股票分析师最近也对 NVDA 发布了报告。President Capital 将 NVIDIA 的股票目标价从 240.00 美元上调至 245.00 美元，并在 11 月 28 日的研究报告中给予该股票&#34;买入&#34;评级。Raymond James Financial 为 NVIDIA 设定了 272.00 美元的目标价，并在 11 月 20 日的研究报告中给予公司&#34;强力买入&#34;评级。摩根大通将 NVIDIA 的目标价从 215.00 美元上调至 250.00 美元，并在 11 月 20 日的报告中给予公司&#34;超配&#34;评级。Seaport Global Securities 将 NVIDIA 的目标价从 100.00 美元上调至 140.00 美元，并在 11 月 17 日的报告中给予公司&#34;卖出&#34;评级。最后，巴黎银行 Exane 将 NVIDIA 的目标价从 240.00 美元上调至 250.00 美元，并在 11 月 18 日的研究报告中给予该股票&#34;跑赢大盘&#34;评级。五位投资分析师给予该股票&#34;强力买入&#34;评级，四十五位给予&#34;买入&#34;评级，两位给予&#34;持有&#34;评级，一位给予&#34;卖出&#34;评级。根据 MarketBeat.com 的数据，该公司的共识评级为&#34;买入&#34;，平均目标价为 262.14 美元。</p>
</div><p><strong>Check Out Our Latest Stock Report on NVIDIA</strong></p>
<div class="lb-trans"><p><strong>查看我们最新的 NVIDIA 股票报告</strong></p>
</div><h2>NVIDIA Stock Up 1.9%</h2>
<div class="lb-trans"><h2>NVIDIA 股票上涨 1.9%</h2>
</div><ul>
<li>4 Memorable Ways to Play the HBM Market Boom</li>
</ul>
<div class="lb-trans"><ul>
<li>4 种难忘的方式来参与 HBM 市场的繁荣</li>
</ul>
</div><p>NVIDIA stock opened at $192.13 on Friday. The stock has a fifty day moving average of $185.97 and a 200 day moving average of $176.21. The stock has a market cap of $4.67 trillion, a PE ratio of 47.68, a price-to-earnings-growth ratio of 0.92 and a beta of 2.29. NVIDIA has a one year low of $86.62 and a one year high of $212.19. The company has a debt-to-equity ratio of 0.06, a quick ratio of 3.71 and a current ratio of 4.47.</p>
<div class="lb-trans"><p>NVIDIA 股票在周五以 192.13 美元开盘。该股票的 50 日移动平均线为 185.97 美元，200 日移动平均线为 176.21 美元。该股票的市值为 4.67 万亿美元，市盈率为 47.68，市盈增长比率为 0.92，贝塔值为 2.29。NVIDIA 的年内最低价为 86.62 美元，年内最高价为 212.19 美元。公司的债务股本比为 0.06，速动比率为 3.71，流动比率为 4.47。</p>
</div><p>NVIDIA (NASDAQ:NVDA - Get Free Report) last posted its quarterly earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share for the quarter, topping analysts' consensus estimates of $1.23 by $0.07. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. The business had revenue of $57.01 billion during the quarter, compared to analyst estimates of $54.66 billion. During the same period in the prior year, the business posted $0.81 earnings per share. The company's revenue was up 62.5% on a year-over-year basis. As a group, sell-side analysts predict that NVIDIA will post 2.77 EPS for the current year.</p>
<div class="lb-trans"><p>NVIDIA（NASDAQ:NVDA - 获取免费报告）最近在 11 月 19 日发布了季度财报。这家计算机硬件制造商报告每股收益为 1.30 美元，超出分析师的共识预期 1.23 美元，超出 0.07 美元。NVIDIA 的净利润率为 53.01%，股本回报率为 99.24%。该公司在本季度的收入为 570.1 亿美元，而分析师预期为 546.6 亿美元。在去年同期，该公司每股收益为 0.81 美元。公司的收入同比增长 62.5%。整体来看，卖方分析师预测 NVIDIA 在当前年度的每股收益为 2.77。</p>
</div><h2>Insider Buying and Selling at NVIDIA</h2>
<div class="lb-trans"><h2>NVIDIA 的内部买卖情况</h2>
</div><ul>
<li>Is the AI Boom a Bubble? These 2 Dividend Stocks Say No</li>
</ul>
<div class="lb-trans"><ul>
<li>AI 繁荣是泡沫吗？这两只分红股票说不是</li>
</ul>
</div><p>In other NVIDIA news, Director Mark A. Stevens sold 350,000 shares of NVIDIA stock in a transaction on Friday, December 5th. The shares were sold at an average price of $181.73, for a total transaction of $63,605,500.00. Following the completion of the sale, the director owned 7,049,803 shares of the company's stock, valued at approximately $1,281,160,699.19. The trade was a 4.73% decrease in their position. The transaction was disclosed in a legal filing with the Securities &amp; Exchange Commission, which is accessible through the SEC website. Also, Director Harvey C. Jones sold 250,000 shares of the firm's stock in a transaction on Monday, December 15th. The stock was sold at an average price of $177.33, for a total value of $44,332,500.00. Following the sale, the director directly owned 6,933,280 shares in the company, valued at $1,229,478,542.40. The trade was a 3.48% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 2,161,474 shares of company stock worth $396,157,992. 4.17% of the stock is currently owned by company insiders.</p>
<div class="lb-trans"><p>在其他 NVIDIA 新闻中，董事 Mark A. Stevens 在 12 月 5 日的交易中出售了 350,000 股 NVIDIA 股票。股票以平均价格 181.73 美元出售，总交易额为 63,605,500.00 美元。出售完成后，该董事持有公司股票 7,049,803 股，估值约为 1,281,160,699.19 美元。此次交易使其持股减少了 4.73%。该交易在与证券交易委员会的法律文件中披露，相关信息可通过 SEC 网站获取。此外，董事 Harvey C. Jones 在 12 月 15 日的交易中出售了 250,000 股公司的股票。该股票以平均价格 177.33 美元出售，总价值为 44,332,500.00 美元。出售后，该董事直接持有公司 6,933,280 股，估值为 1,229,478,542.40 美元。此次交易使其持股减少了 3.48%。该出售的 SEC 文件提供了更多信息。在过去的九十天里，内部人士出售了价值 396,157,992 美元的 2,161,474 股公司股票。当前 4.17% 的股票由公司内部人士持有。</p>
</div><h2>Institutional Investors Weigh In On NVIDIA</h2>
<div class="lb-trans"><h2>机构投资者对 NVIDIA 的看法</h2>
</div><p>Several institutional investors and hedge funds have recently bought and sold shares of NVDA. Center for Financial Planning Inc. grew its position in shares of NVIDIA by 4.6% in the 2nd quarter. Center for Financial Planning Inc. now owns 8,429 shares of the computer hardware maker's stock worth $1,332,000 after buying an additional 367 shares during the last quarter. Atria Investments Inc grew its holdings in NVIDIA by 3.2% in the second quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker's stock worth $148,859,000 after purchasing an additional 29,479 shares during the last quarter. MADDEN SECURITIES Corp increased its position in shares of NVIDIA by 3.2% during the second quarter. MADDEN SECURITIES Corp now owns 81,322 shares of the computer hardware maker's stock worth $12,848,000 after purchasing an additional 2,484 shares in the last quarter. Whalen Wealth Management Inc. increased its position in NVIDIA by 20.3% during the 3rd quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker's stock valued at $6,808,000 after buying an additional 6,162 shares in the last quarter. Finally, ORG Wealth Partners LLC boosted its holdings in NVIDIA by 7.7% in the second quarter. ORG Wealth Partners LLC now owns 49,301 shares of the computer hardware maker's stock worth $7,560,000 after acquiring an additional 3,542 shares in the last quarter. Institutional investors own 65.27% of the company's stock.</p>
<div class="lb-trans"><p>几家机构投资者和对冲基金最近买卖了 NVDA 的股票。金融规划中心在第二季度将其在 NVIDIA 的持股增加了 4.6%。金融规划中心目前拥有 8,429 股这家计算机硬件制造商的股票，价值 1,332,000 美元，此前在上个季度购买了 367 股。Atria Investments Inc 在第二季度将其在 NVIDIA 的持股增加了 3.2%。Atria Investments Inc 目前拥有 942,208 股这家计算机硬件制造商的股票，价值 148,859,000 美元，此前在上个季度购买了 29,479 股。MADDEN SECURITIES Corp 在第二季度将其在 NVIDIA 的持股增加了 3.2%。MADDEN SECURITIES Corp 目前拥有 81,322 股这家计算机硬件制造商的股票，价值 12,848,000 美元，此前在上个季度购买了 2,484 股。Whalen Wealth Management Inc.在第三季度将其在 NVIDIA 的持股增加了 20.3%。Whalen Wealth Management Inc.目前拥有 36,490 股这家计算机硬件制造商的股票，估值为 6,808,000 美元，此前在上个季度购买了 6,162 股。最后，ORG Wealth Partners LLC 在第二季度将其在 NVIDIA 的持股增加了 7.7%。ORG Wealth Partners LLC 目前拥有 49,301 股这家计算机硬件制造商的股票，价值 7,560,000 美元，此前在上个季度购买了 3,542 股。机构投资者持有公司 65.27% 的股票。</p>
</div><h2>More NVIDIA News</h2>
<div class="lb-trans"><h2>更多 NVIDIA 新闻</h2>
</div><p>Here are the key news stories impacting NVIDIA this week:</p>
<div class="lb-trans"><p>以下是本周影响 NVIDIA 的关键新闻故事：</p>
</div><ul>
<li>Positive Sentiment: Nvidia licensed Groq’s inference technology and hired top Groq engineers, a move that should accelerate its inference roadmap and relieve GPU bottlenecks. Nvidia hires Groq talent</li>
<li>Positive Sentiment: Major outlets reported the deal value near $20B (acquisition/licensing framing varies), signaling a material strategic investment in AI inference. CNBC Groq deal report</li>
<li>Positive Sentiment: Shares ticked higher in after/overnight trading—Robinhood prints showed NVDA above $190 following the Groq headlines. Benzinga overnight trading</li>
<li>Positive Sentiment: Regulatory friction eased on a separate strategic stake (an FTC clearance tied to a $5B Intel-related bet), removing one potential near‑term overhang. FTC clearance article</li>
<li>Neutral Sentiment: Some outlets emphasize the deal is structured as a licensing agreement and that Groq will remain independent (non‑exclusive license rather than full buyout), which tempers integration risk but also limits immediate consolidation benefits. WSJ on licensing/independence</li>
<li>Neutral Sentiment: Prominent investors tied to Groq (e.g., Chamath) stand to benefit materially from the deal; this is notable for shareholder turnover and optics but not directly operational for Nvidia. Chamath windfall piece</li>
<li>Negative Sentiment: Analysts and commentators flag a potential cash strain: the reported ~$20B price tag and recent commentary about Nvidia’s cash profile raise questions about financing, buybacks, or capital allocation. Seeking Alpha cash concerns</li>
</ul>
<div class="lb-trans"><ul>
<li>积极情绪：Nvidia 授权 Groq 的推理技术并聘请了顶尖的 Groq 工程师，这一举措将加速其推理路线图并缓解 GPU 瓶颈。Nvidia 聘用 Groq 人才</li>
<li>积极情绪：主要媒体报道该交易价值接近 200 亿美元（收购/授权框架有所不同），这表明在 AI 推理方面进行了一项重要的战略投资。CNBC Groq 交易报告</li>
<li>积极情绪：在盘后/隔夜交易中，股价小幅上涨——Robinhood 的数据显示，Groq 头条新闻发布后，NVDA 超过 190 美元。Benzinga 隔夜交易</li>
<li>积极情绪：与一项单独的战略投资相关的监管摩擦减轻（与一项 50 亿美元的英特尔相关投资有关的 FTC 批准），消除了一个潜在的短期压力。FTC 批准文章</li>
<li>中性情绪：一些媒体强调该交易结构为授权协议，Groq 将保持独立（非独占许可而非完全收购），这降低了整合风险，但也限制了立即的整合收益。WSJ 关于授权/独立的报道</li>
<li>中性情绪：与 Groq 相关的知名投资者（例如 Chamath）将从该交易中获得实质性利益；这对股东周转和外观来说是显著的，但对 Nvidia 的直接运营没有影响。Chamath 意外收益文章</li>
<li>消极情绪：分析师和评论员指出潜在的现金压力：报道的约 200 亿美元的价格标签和关于 Nvidia 现金状况的近期评论引发了对融资、回购或资本配置的质疑。Seeking Alpha 现金担忧</li>
</ul>
</div><h2>NVIDIA Company Profile</h2>
<div class="lb-trans"><h2>NVIDIA 公司简介</h2>
</div><p>(Get Free Report)</p>
<div class="lb-trans"><p>(获取免费报告)</p>
</div><p>NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.</p>
<div class="lb-trans"><p>NVIDIA 公司成立于 1993 年，总部位于加利福尼亚州圣克拉拉，是一家全球技术公司，设计和开发图形处理单元（GPU）和系统级芯片（SoC）技术。由黄仁勋共同创立，他担任总裁兼首席执行官，另外还有 Chris Malachowsky 和 Curtis Priem，NVIDIA 从一家专注于图形的芯片制造商发展成为多个行业加速计算硬件和软件的广泛提供商。</p>
</div><p>The company's product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.</p>
<div class="lb-trans"><p>该公司的产品组合涵盖用于游戏和专业可视化的离散 GPU（以 GeForce 和 NVIDIA RTX 系列为品牌），用于 AI 训练和推理的高性能数据中心加速器（包括广泛采用的平台如 A100 和 H100 系列），以及用于汽车和边缘应用的 Tegra SoC。</p>
</div><h2>Featured Stories</h2>
<div class="lb-trans"><h2>精选故事</h2>
</div><ul>
<li>Five stocks we like better than NVIDIA</li>
<li>BNZI Posts Record Q3 Revenue – See What’s Driving It.</li>
<li>Washington prepares for war</li>
<li>Do you know what Amazon is planning for January 1?</li>
<li>Nvidia x 1,000,000</li>
<li>$100 Trillion “AI Metal” Found in American Ghost Town</li>
</ul>
<div class="lb-trans"><ul>
<li>我们更看好的五只股票超过 NVIDIA</li>
<li>BNZI 发布创纪录的第三季度收入 – 看看是什么推动了它。</li>
<li>华盛顿准备迎战</li>
<li>你知道亚马逊计划在 1 月 1 日做什么吗？</li>
<li>Nvidia x 1,000,000</li>
<li>在美国鬼城发现 100 万亿美元的 “AI 金属”</li>
</ul>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/RatingsAndPriceTargetChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9TlZEQQ" alt="" original-src="https://www.marketbeat.com/scripts/RatingsAndPriceTargetChart.ashx?Prefix=NASDAQ&amp;Symbol=NVDA"/></p>
<p><em>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.</em></p>
<div class="lb-trans"><p><em>此即时新闻提醒由叙事科学技术和 MarketBeat 的金融数据生成，以便为读者提供最快的报道和公正的覆盖。请将任何问题或意见发送至 contact@marketbeat.com。</em></p>
</div><h2>Should You Invest $1,000 in NVIDIA Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1,000 美元在 NVIDIA 吗？</h2>
</div><p>Before you consider NVIDIA, you'll want to hear this.</p>
<div class="lb-trans"><p>在你考虑 NVIDIA 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and NVIDIA wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只顶级分析师正在悄悄向客户推荐的股票，以便在更广泛的市场注意到之前购买……而 NVIDIA 并不在名单上。</p>
</div><p>While NVIDIA currently has a Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 NVIDIA 目前在分析师中获得了买入评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

NVIDIA's (NVDA) Outperform Rating Reaffirmed at Robert W. Baird

- NVIDIA 股票被 Robert W. Baird 维持 “跑赢大盘” 评级，目标价为 $275。  
- 多家分析师调高其实目标价，预测上涨潜力。  
- 公司 Q3 营收为 $57.01 亿，超出预期，同比增长 62.5%。

在 Robert W. Baird，英伟达（NVIDIA）的跑赢大盘评级被重申