<div id="readability-page-1">Daniel Newman of Futurum says Nvidia was somewhat like Apple during the last generation when the stock became an exciting but safe play. He also highlights that for hyperscalers, compute power and capacity are key drivers for revenue and profitability.</div>

英伟达

视频游戏技术 ETF - ETFMG

2 倍做多英伟达 ETF - Direxion

半导体 3 倍做多 - Direxion

<p>Futurum 的 Daniel Newman 表示，英伟达在上一代时有点像苹果，当时该股票成为了一种令人兴奋但相对安全的投资。他还强调，对于超大规模云服务商来说，计算能力和容量是收入和盈利的关键驱动因素</p>

As AI market grows larger and faster, Nvidia stands out despite competition: Analyst

- Daniel Newman 指出 Nvidia 类似于苹果，成为安全的投资选择。  
- 他强调对于超大规模数据中心，计算能力和容量是关键驱动因素。  
- 这些因素将直接影响营收和盈利能力。

随着 AI 市场的不断扩大和加速增长，尽管面临竞争，NVIDIA 依然表现出色：分析师