<p><strong>英伟达</strong>（NVDA +0.80%）的股价在过去三个月受到压力，价值几乎下降了 2%，原因多种多样。</p><p>从与向中国运输其芯片相关的地缘政治紧张局势，到对 人工智能（AI）数据中心巨额支出的可持续性 的担忧，再到对人工智能是否处于泡沫的疑虑，投资者找到了多个理由来怀疑英伟达的前景。然而，他们似乎忽视了英伟达尽管是全球最大的公司，却仍在实现显著增长。</p><p>因此，当它在 2 月 25 日发布另一轮出色的业绩时，股价飙升也就不足为奇了。</p><figure class="image"><img src="https://pub.pbkrs.com/uploads/2026/6de060eda255037f62a92b9c15072c69?x-oss-process=style/lg" width="2000" height="1200" original-src="https://pub.pbkrs.com/uploads/2026/6de060eda255037f62a92b9c15072c69"/></figure><p>图片来源：英伟达。</p><h2 id="7mbujsdgn">预计英伟达的增长将在今年加速</h2><p>英伟达将在 2 月 25 日市场收盘后发布其 2026 财年第四季度业绩（截至 2026 年 1 月 25 日的期间）。考虑到它在过去四个季度中都超出了市场共识的盈利预期，这一点令人印象深刻，尽管它面临着如对中国客户销售芯片的限制等逆风。</p><p>展开</p><figure class="image"><img src="https://pub.pbkrs.com/uploads/2026/a508b02705b6ae1c8581c6e935a4423a?x-oss-process=style/lg" alt="英伟达股票报价" width="80" height="80" original-src="https://pub.pbkrs.com/uploads/2026/a508b02705b6ae1c8581c6e935a4423a"/></figure><h2 id="t5zachqca">NASDAQ: NVDA</h2><p>英伟达</p><p>今日变动</p><p>(0.80%) $1.51</p><p>当前价格</p><p>$190.05</p><h3 id="jy051co6y">关键数据点</h3><p>市值</p><p>$4.6 万亿</p><p>日内区间</p><p>$188.77 - $193.26</p><p>52 周区间</p><p>$86.62 - $212.19</p><p>成交量</p><p>1.44 亿</p><p>平均成交量</p><p>1.81 亿</p><p>毛利率</p><p>70.05%</p><p>股息收益率</p><p>0.02%</p><p>分析师预计英伟达在 2026 财年第四季度的收入将增长 67%，达到 655 亿美元，几乎与公司的指引一致。预计其盈利将比去年同期增长 71%，考虑到英伟达改善的产品组合和成本控制措施，这似乎是可以实现的。值得注意的是，英伟达的指引并未包括对中国客户的潜在销售。</p><p>展望未来，分析师预测英伟达的盈利增长将在 2027 财年加速至 63%，而去年为 57%。新财年的强劲增长预测并不令人惊讶。英伟达计划在今年推出其下一代 Vera Rubin 数据中心显卡。这些显卡已经进入全面生产，正如英伟达上个月所指出的。</p><p>根据汇丰银行的说法，Vera Rubin 芯片系统将比上一代 Blackwell 系统更具溢价。考虑到 Vera Rubin 数据中心芯片预计将使 AI 推理成本降低 10 倍，相比于 Blackwell，销售这些新处理器的情况不会令人感到意外。</p><p>因此，英伟达在本月晚些时候发布业绩时，可能会给出超出预期的指引，这可能足以让股价恢复活力。</p><h2 id="tqu18i1w">投资者可能忽视了现在购买英伟达股票的明显理由</h2><p>英伟达股票近期的疲软和公司的显著增长使得现在购买它成为一个明智的选择。它的前瞻市盈率仅为 24 倍，低于以纳斯达克 100 指数的前瞻市盈率 26 倍为基准的科技股。</p><p>更重要的是，分析师对该股在未来一年的前景持乐观态度。英伟达股票 的 12 个月中位目标价为 250 美元，这将比当前水平上涨 35%。然而，考虑到其强劲的收入管道和新一代 AI 处理器的到来，这只半导体股票可能会实现更大的涨幅，因此在 2 月 25 日之前以有吸引力的价格购买它是个好主意。</p>

英伟达

2 倍做多英伟达 ETF - GraniteShares

英伟达期权收益策略 ETF - YieldMax

2 倍做多英伟达 ETF - Direxion

2 倍做多 NVDA ETF - T-Rex

半导体 3 倍做多 - Direxion

南方两倍做多英伟达

南方两倍做空英伟达

1 倍做空英伟达 ETF - Direxion

2 倍做空 NVDA ETF - T-Rex

<p>Nvidia (NVDA) 的股票在过去三个月中因地缘政治紧张局势和对人工智能支出担忧而下跌了 2%。然而，该公司预计将在 2 月 25 日公布强劲的 2024 财年第四季度业绩，预计收入将增长 67% 达到 655 亿美元，盈利将增长 71%。分析师预测，随着新款 Vera Rubin 数据中心显卡的推出，Nvidia 将继续增长。目前，Nvidia 股票的前瞻市盈率为 24 倍，被视为强烈买入，12 个月的目标价为 250 美元，意味着潜在的 35% 增长</p>

<p>Shares of <strong>Nvidia</strong>( NVDA +0.80%) have been under pressure over the past three months, shedding almost 2% of their value owing to a variety of factors.</p>
<div class="lb-trans"><p><strong>英伟达</strong>（NVDA +0.80%）的股价在过去三个月受到压力，价值几乎下降了 2%，原因多种多样。</p>
</div><p>From geopolitical tensions related to the shipments of its chips to China to the sustainability of the huge spending on artificial intelligence (AI) data centers to concerns about AI being in a bubble, investors have found multiple reasons to doubt Nvidia's prospects. However, they seem to be overlooking the remarkable growth that Nvidia has been clocking despite its status as the largest company in the world.</p>
<div class="lb-trans"><p>从与向中国运输其芯片相关的地缘政治紧张局势，到对 人工智能（AI）数据中心巨额支出的可持续性 的担忧，再到对人工智能是否处于泡沫的疑虑，投资者找到了多个理由来怀疑英伟达的前景。然而，他们似乎忽视了英伟达尽管是全球最大的公司，却仍在实现显著增长。</p>
</div><p>As a result, it won't be surprising to see the stock soaring when it releases another round of terrific results on Feb. 25.</p>
<div class="lb-trans"><p>因此，当它在 2 月 25 日发布另一轮出色的业绩时，股价飙升也就不足为奇了。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NTQ1ODkvbnZpZGlhLWhlYWRxdWFydGVycy1vdXRzaWRlLXdpdGgtYmxhY2stbnZpZGlhLXNpZ24td2l0aC1udmlkaWEtbG9nby5qcGcmdz0zODQw" alt="Nvidia signboard outside a company building." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F854589%2Fnvidia-headquarters-outside-with-black-nvidia-sign-with-nvidia-logo.jpg&amp;w=3840&amp;op=resize"/></p>
<p>Image source: Nvidia.</p>
<div class="lb-trans"><p>图片来源：英伟达。</p>
</div><h2>Nvidia's growth is anticipated to accelerate this year</h2>
<div class="lb-trans"><h2>预计英伟达的增长将在今年加速</h2>
</div><p>Nvidia will release its fiscal 2026 fourth-quarter results (for the period ended Jan. 25, 2026) after the market closes on Feb. 25. The company has exceeded consensus earnings estimates in each of the last four quarters, which is impressive considering that it has witnessed headwinds such as restrictions on sales of its chips to Chinese customers.</p>
<div class="lb-trans"><p>英伟达将在 2 月 25 日市场收盘后发布其 2026 财年第四季度业绩（截至 2026 年 1 月 25 日的期间）。考虑到它在过去四个季度中都超出了市场共识的盈利预期，这一点令人印象深刻，尽管它面临着如对中国客户销售芯片的限制等逆风。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4" alt="Nvidia Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FNVDA.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: NVDA</h2>
<div class="lb-trans"><h2>NASDAQ: NVDA</h2>
</div><p>Nvidia</p>
<div class="lb-trans"><p>英伟达</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(0.80%) $1.51</p>
<div class="lb-trans"><p>(0.80%) $1.51</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$190.05</p>
<div class="lb-trans"><p>$190.05</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$4.6T</p>
<div class="lb-trans"><p>$4.6 万亿</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$188.77 - $193.26</p>
<div class="lb-trans"><p>$188.77 - $193.26</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$86.62 - $212.19</p>
<div class="lb-trans"><p>$86.62 - $212.19</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>144M</p>
<div class="lb-trans"><p>1.44 亿</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>181M</p>
<div class="lb-trans"><p>1.81 亿</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>70.05%</p>
<div class="lb-trans"><p>70.05%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.02%</p>
<div class="lb-trans"><p>0.02%</p>
</div><p>Analysts are expecting a 67% increase in Nvidia's revenue for fiscal Q4 to $65.5 billion, almost in line with the company's guidance. Its earnings are expected to jump by 71% from the year-ago period, which seems achievable considering Nvidia's improving product mix and cost-control initiatives. It is worth noting that Nvidia's guidance didn't include any potential sales to Chinese customers.</p>
<div class="lb-trans"><p>分析师预计英伟达在 2026 财年第四季度的收入将增长 67%，达到 655 亿美元，几乎与公司的指引一致。预计其盈利将比去年同期增长 71%，考虑到英伟达改善的产品组合和成本控制措施，这似乎是可以实现的。值得注意的是，英伟达的指引并未包括对中国客户的潜在销售。</p>
</div><p>Looking ahead, analysts forecast Nvidia's earnings growth to accelerate to 63% in fiscal 2027 from 57% last year. The solid growth forecasts for the new fiscal year aren't surprising. Nvidia is on track to launch its next-generation Vera Rubin data center graphics cards this year. These cards are already in full production, as Nvidia pointed out last month.</p>
<div class="lb-trans"><p>展望未来，分析师预测英伟达的盈利增长将在 2027 财年加速至 63%，而去年为 57%。新财年的强劲增长预测并不令人惊讶。英伟达计划在今年推出其下一代 Vera Rubin 数据中心显卡。这些显卡已经进入全面生产，正如英伟达上个月所指出的。</p>
</div><p>According to HSBC, Vera Rubin chip systems will carry a premium over the previous-generation Blackwell systems. Given that the Vera Rubin data center chips are expected to reduce AI inference costs by 10 times when compared to Blackwell, it won't be surprising to see sales of these new processors take off.</p>
<div class="lb-trans"><p>根据汇丰银行的说法，Vera Rubin 芯片系统将比上一代 Blackwell 系统更具溢价。考虑到 Vera Rubin 数据中心芯片预计将使 AI 推理成本降低 10 倍，相比于 Blackwell，销售这些新处理器的情况不会令人感到意外。</p>
</div><p>So, there is a possibility Nvidia will deliver better-than-expected guidance when it releases its results later this month, and that could be enough for the stock to regain its mojo.</p>
<div class="lb-trans"><p>因此，英伟达在本月晚些时候发布业绩时，可能会给出超出预期的指引，这可能足以让股价恢复活力。</p>
</div><h2>Investors may be missing an obvious reason to buy Nvidia stock right now</h2>
<div class="lb-trans"><h2>投资者可能忽视了现在购买英伟达股票的明显理由</h2>
</div><p>Nvidia stock's recent weakness and the company's impressive growth have made it a no-brainer buy right now. It can be bought at just 24 times forward earnings, a discount to the tech-focused Nasdaq-100 index's forward earnings multiple of 26 (using the index as a proxy for tech stocks).</p>
<div class="lb-trans"><p>英伟达股票近期的疲软和公司的显著增长使得现在购买它成为一个明智的选择。它的前瞻市盈率仅为 24 倍，低于以纳斯达克 100 指数的前瞻市盈率 26 倍为基准的科技股。</p>
</div><p>What's more, analysts are bullish about the stock's prospects over the next year. Nvidia stock has a 12-month median price target of $250, which would be a 35% jump from current levels. However, this semiconductor stock could clock bigger gains given its strong revenue pipeline and the arrival of its new generation of AI processors, which is why it would be a good idea to buy it before Feb. 25 while it trades at attractive levels.</p>
<div class="lb-trans"><p>更重要的是，分析师对该股在未来一年的前景持乐观态度。英伟达股票 的 12 个月中位目标价为 250 美元，这将比当前水平上涨 35%。然而，考虑到其强劲的收入管道和新一代 AI 处理器的到来，这只半导体股票可能会实现更大的涨幅，因此在 2 月 25 日之前以有吸引力的价格购买它是个好主意。</p>
</div>

Prediction: This AI Stock Will Soar After Feb. 25. Here's Why.

- Nvidia 股票在过去三个月下跌近 2%。  
- 尽管面临多重压力，预计其财报将显示 67% 收入增长。  
- 分析师对未来前景乐观，目标价或涨至 $250。

预测：这只 AI 股票将在 2 月 25 日之后大幅上涨。以下是原因