<h2>关键要点</h2>
<ul>
<li>英伟达最近在 Lumentum、Coherent 和 Marvell Technology 方面进行了战略投资。</li>
</ul>
<ul>
<li>这些投资使英伟达能够在更广泛的人工智能硬件市场中保持强大的控制力。</li>
</ul>
<ul>
<li>我们更看好的 10 只股票 ›</li>
</ul>
<p><strong>英伟达</strong>（NASDAQ: NVDA）在人工智能（AI）时代一直是表现最好的股票之一，这并不令人惊讶，因为其芯片在过去几年中对大型语言模型（LLMs）的训练至关重要。</p>
<p>三年前投资 1000 美元于英伟达股票，现在价值超过 5400 美元。对英伟达投资者来说，好消息是其增长仍在加速。这在英伟达最新的季度报告中得到了体现。然而，尽管英伟达持续稳健的增长，今年该股的回报却平平，股价仅上涨了 14%。</p>
<p><em><strong>人工智能会创造出世界上第一个万亿富翁吗？</strong> 我们的团队刚刚发布了一份关于一家鲜为人知的公司报告，该公司被称为 “不可或缺的垄断”，提供英伟达和英特尔都需要的关键技术。<strong>继续 »</strong></em></p>
<p>这可能有几个原因，例如 AI 芯片竞争加剧以及对英伟达在成为全球最大公司后能否进一步提升的担忧。然而，市场可能在孤立地看待英伟达的 AI 前景时犯了一个大错误。它通过投资其他在这一领域发挥关键作用的公司，正在扩大其在 AI 领域的影响力。</p>
<p>让我们更仔细地看看英伟达的投资如何使其在 AI 领域的影响力远超市场的认知。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg3MTg3My9udmlkaWEtaGVhZHF1YXJ0ZXJzLW91dHNpZGUtd2l0aC1ibGFjay1udmlkaWEtc2lnbi13aXRoLW52aWRpYS1sb2dvLmpwZxZ3PTcwMA?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://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg3MTg3My9udmlkaWEtaGVhZHF1YXJ0ZXJzLW91dHNpZGUtd2l0aC1ibGFjay1udmlkaWEtc2lnbi13aXRoLW52aWRpYS1sb2dvLmpwZxZ3PTcwMA"/></p>
<p>图片来源：英伟达。</p>
<h2>英伟达通过投资进入这些快速增长的细分市场</h2>
<p>人工智能不仅仅是英伟达销售的图形处理单元（GPU）。对 AI 基础设施的蓬勃投资创造了对其他组件的需求，例如定制处理器和网络产品。英伟达在 <strong>Lumentum Holdings</strong>（NASDAQ: LITE）、<strong>Coherent</strong>（NYSE: COHR）和 <strong>Marvell Technology</strong>（NASDAQ: MRVL）等公司的股份。</p>
<p>Lumentum 和 Coherent 制造光网络、光子学和激光组件，使数据中心和 AI 芯片集群能够快速传输大量数据。英伟达在今年 3 月宣布对 Coherent 进行 20 亿美元的投资，以 “支持研发、未来的产能和运营，因为 Coherent 正在建立其美国制造能力。”</p>
<p>同一天，英伟达还宣布对 Lumentum 进行类似的投资，原因相同。英伟达指出，光网络将在扩大 AI 数据中心和工厂方面发挥关键作用。这并不令人惊讶，因为光网络支持以低延迟传输大型数据集，使 AI 加速器能够在最小数据丢失的情况下实现最佳性能。</p>
<p>快速的网络和高带宽减少了 AI 加速器（如 GPU）的停机时间。这解释了为什么光网络组件的需求超过了供应。麦肯锡估计，到 2027 年，部署在 AI 数据中心的高速 800 Gbps（千兆位每秒）光收发器的需求将超过生产 40% 至 60%。</p>
<p>因此，这些光组件的价格正在急剧上涨，推动了 Coherent 和 Lumentum 的惊人增长。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vbWVkaWEueWNoYXJ0cy5jb20vY2hhcnRzLzVhOTA2NDU4NjYxZDUwNzFiZThlYjg4NjZjMTZhNWIxLnBuZxZ3PTcwMA?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://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vbWVkaWEueWNoYXJ0cy5jb20vY2hhcnRzLzVhOTA2NDU4NjYxZDUwNzFiZThlYjg4NjZjMTZhNWIxLnBuZxZ3PTcwMA"/></p>
<p>数据来源：YCharts</p>
<p>这种出色的盈利增长正在转化为股市的健康上涨。Lumentum 的股票在过去一年中上涨了超过 1100%，而 Coherent 则上涨了 444%。此外，英伟达对这些公司的投资应确保其能够通过帮助它们建立额外产能来获得光网络组件的供应。</p>
<p>例如，Coherent 的首席执行官 Jim Anderson 在 3 月指出，英伟达的投资将增加这家芯片巨头的 “访问权限，包括多个产品系列，以帮助他们构建未来的 AI 数据中心。” 同样，Lumentum 将在英伟达的投资后 “投资于一个新的制造设施，以增加产能并加速创新”。</p>
<p>因此，英伟达正在采取措施，通过投资 Coherent 和 Lumentum 等公司，确保其更紧密地控制 AI 基础设施供应链，这些公司提供扩大 AI 数据中心所需的关键组件。</p>
<p>与此同时，英伟达在 3 月 31 日宣布对 Marvell Technology 进行 20 亿美元的投资，这是另一个战略举措。Marvell 设计的定制 AI 处理器和网络组件在 AI 推理增长的背景下需求强劲。英伟达对 Marvell 的投资将使其能够制造集成定制 AI 处理器、服务器处理器和网络组件的机架级服务器系统。</p>
<p>这一合作关系还加强了英伟达在光网络和硅光子学方面的地位。值得注意的是，Marvell 为主要的超大规模数据中心设计 AI 芯片和网络组件，并且在未来几年有多个设计胜利即将投入生产。因此，当 Marvell 在 5 月 27 日发布其 2027 财年第一季度业绩（截至 5 月 2 日的三个月）时，能够轻松提高全年指引。</p>
<p>该公司预计在当前财年收入将增长 40%，达到 115 亿美元，接下来财年将增长更大的 45%。更重要的是，其盈利增长也有望大幅提升。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vbWVkaWEueWNoYXJ0cy5jb20vY2hhcnRzLzliODNkY2Q4NWRiNmJjMTgxY2Y2OTQyOTgzM2U3ZWVmLnBuZxZ3PTcwMA?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://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vbWVkaWEueWNoYXJ0cy5jb20vY2hhcnRzLzliODNkY2Q4NWRiNmJjMTgxY2Y2OTQyOTgzM2U3ZWVmLnBuZxZ3PTcwMA"/></p>
<p>数据来源：YCharts</p>
<p>因此，英伟达对 Marvell 的投资在长期内可能会变得盈利。同时，与定制 AI 处理器的合作伙伴关系应该确保这家芯片巨头在 AI 半导体领域保持主导地位。事实上，英伟达首席执行官黄仁勋最近表示，Marvell 可能成为一家万亿美元公司，这使得 AI 股票飙升。</p>
<h2>投资者应该考虑在英伟达股票突破之前加仓</h2>
<p>英伟达上个季度的增长非常出色，值得庆幸的是，它有望在当前季度加速增长。此外，公司通过投资关键基础设施公司来扩展其 AI 硬件生态系统的重点，应该会成为长期的利好，尤其是考虑到其投资可能会盈利。</p>
<p>因此，考虑到英伟达的市盈率增长（PEG）比率仅为 0.69，基于其未来五年的年收益增长，购买英伟达股票是个好主意。PEG 比率是一种前瞻性的估值指标，考虑了公司的收益增长潜力，低于 1 的读数表明该股票被低估。</p>
<p>因此，考虑到未来的增长潜力，英伟达似乎相当被低估。因此，看到它在长期内大幅上涨并不令人惊讶，这就是为什么在它更高之前购买是有意义的。</p>
<h2>你现在应该购买英伟达的股票吗？</h2>
<p>在你购买英伟达的股票之前，请考虑以下几点：</p>
<p><em>Motley Fool Stock Advisor</em> 分析团队刚刚确定了他们认为现在投资者应该购买的 <strong>10 只最佳股票</strong>……而英伟达并不在其中。这 10 只入选股票在未来几年可能会产生巨额回报。</p>
<p>考虑一下 <strong>Netflix</strong> 在 2004 年 12 月 17 日进入这个名单时……如果你在我们推荐时投资了 1000 美元，<strong>你现在将拥有 439,847 美元</strong>！* 或者当 <strong>英伟达</strong> 在 2005 年 4 月 15 日进入这个名单时……如果你在我们推荐时投资了 1000 美元，<strong>你现在将拥有 1,342,065 美元</strong>！*</p>
<p>现在值得注意的是，<em>Stock Advisor</em> 的总平均回报率为 968%——相比之下，标准普尔 500 指数的回报率为 211%。<strong>不要错过最新的前 10 名单，<em>Stock Advisor</em> 提供，并加入一个由个人投资者为个人投资者建立的投资社区。</strong></p>
<p><strong>查看这 10 只股票 »</strong></p>
<p><em>*Stock Advisor 的回报截至 2026 年 6 月 5 日。</em></p>
<p><em>Harsh Chauhan 在提到的任何股票中没有持仓。Motley Fool 持有 Coherent、Lumentum、Marvell Technology 和英伟达的股份，并推荐这些股票。Motley Fool 有披露政策。</em></p>
<p>此处表达的观点和意见是作者的观点和意见，并不一定反映纳斯达克公司的观点。</p>

迈威尔科技

Lumentum控股

COHR

<p>英伟达战略性地分别向 Coherent 和 Lumentum 投资了 20 亿美元，并向 Marvell Technology 投资了 20 亿美元，以确保关键的光网络和定制 AI 处理器供应。这些举措旨在加强对 AI 硬件供应链的控制，确保数据中心的扩展能力，并在更广泛的 AI 基础设施市场中保持主导地位，而不仅仅是依赖于自身的 GPU</p>

<h2>Key Points</h2>
<div class="lb-trans"><h2>关键要点</h2>
</div><ul>
<li>Nvidia has made strategic investments in Lumentum, Coherent, and Marvell Technology in recent months.</li>
</ul>
<div class="lb-trans"><ul>
<li>英伟达最近在 Lumentum、Coherent 和 Marvell Technology 方面进行了战略投资。</li>
</ul>
</div><ul>
<li>These investments enable Nvidia to maintain strong control over the broader AI hardware market.</li>
</ul>
<div class="lb-trans"><ul>
<li>这些投资使英伟达能够在更广泛的人工智能硬件市场中保持强大的控制力。</li>
</ul>
</div><ul>
<li>10 stocks we like better than Nvidia ›</li>
</ul>
<div class="lb-trans"><ul>
<li>我们更看好的 10 只股票 ›</li>
</ul>
</div><p><strong>Nvidia</strong>(NASDAQ: NVDA) has been one of the best-performing stocks in the artificial intelligence (AI) era, which isn't surprising, as its chips have been instrumental in the training of large language models (LLMs) over the years.</p>
<div class="lb-trans"><p><strong>英伟达</strong>（NASDAQ: NVDA）在人工智能（AI）时代一直是表现最好的股票之一，这并不令人惊讶，因为其芯片在过去几年中对大型语言模型（LLMs）的训练至关重要。</p>
</div><p>An investment of $1,000 made in Nvidia stock three years ago is now worth more than $5,400. The good news for Nvidia investors is that its growth continues to accelerate. This was evident from Nvidia's latest quarterly report. However, the stock's returns have been lukewarm so far this year, with shares gaining just 14% despite the consistently solid growth that Nvidia has been clocking.</p>
<div class="lb-trans"><p>三年前投资 1000 美元于英伟达股票，现在价值超过 5400 美元。对英伟达投资者来说，好消息是其增长仍在加速。这在英伟达最新的季度报告中得到了体现。然而，尽管英伟达持续稳健的增长，今年该股的回报却平平，股价仅上涨了 14%。</p>
</div><p><em><strong>Will AI create the world's first trillionaire?</strong> Our team just released a report on the one little-known company, called an &#34;Indispensable Monopoly&#34; providing the critical technology Nvidia and Intel both need. <strong>Continue »</strong></em></p>
<div class="lb-trans"><p><em><strong>人工智能会创造出世界上第一个万亿富翁吗？</strong> 我们的团队刚刚发布了一份关于一家鲜为人知的公司报告，该公司被称为 “不可或缺的垄断”，提供英伟达和英特尔都需要的关键技术。<strong>继续 »</strong></em></p>
</div><p>There are a few reasons this may be the case, such as rising competition in AI chips and concerns about Nvidia's ability to deliver further upside after becoming the largest company in the world. However, the market may be making a big mistake by viewing Nvidia's AI prospects in isolation. It has been expanding its wings in AI by investing in other companies that are playing a critical role in this space.</p>
<div class="lb-trans"><p>这可能有几个原因，例如 AI 芯片竞争加剧以及对英伟达在成为全球最大公司后能否进一步提升的担忧。然而，市场可能在孤立地看待英伟达的 AI 前景时犯了一个大错误。它通过投资其他在这一领域发挥关键作用的公司，正在扩大其在 AI 领域的影响力。</p>
</div><p>Let's take a closer look at how Nvidia's investments make it a much bigger AI play than the market may realize.</p>
<div class="lb-trans"><p>让我们更仔细地看看英伟达的投资如何使其在 AI 领域的影响力远超市场的认知。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg3MTg3My9udmlkaWEtaGVhZHF1YXJ0ZXJzLW91dHNpZGUtd2l0aC1ibGFjay1udmlkaWEtc2lnbi13aXRoLW52aWRpYS1sb2dvLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F871873%2Fnvidia-headquarters-outside-with-black-nvidia-sign-with-nvidia-logo.jpg&amp;w=700"/></p>
<p>Image source: Nvidia.</p>
<div class="lb-trans"><p>图片来源：英伟达。</p>
</div><h2>Nvidia is tapping these fast-growing niches through its investments</h2>
<div class="lb-trans"><h2>英伟达通过投资进入这些快速增长的细分市场</h2>
</div><p>AI is not just about the graphics processing units (GPUs) that Nvidia sells. The booming investment in AI infrastructure has created demand for additional components, such as custom processors and networking products. Nvidia has stakes in companies such as <strong>Lumentum Holdings</strong>(NASDAQ: LITE), <strong>Coherent</strong>(NYSE: COHR), and <strong>Marvell Technology</strong>(NASDAQ: MRVL).</p>
<div class="lb-trans"><p>人工智能不仅仅是英伟达销售的图形处理单元（GPU）。对 AI 基础设施的蓬勃投资创造了对其他组件的需求，例如定制处理器和网络产品。英伟达在 <strong>Lumentum Holdings</strong>（NASDAQ: LITE）、<strong>Coherent</strong>（NYSE: COHR）和 <strong>Marvell Technology</strong>（NASDAQ: MRVL）等公司的股份。</p>
</div><p>Lumentum and Coherent manufacture optical networking, photonics, and laser components that enable the rapid transfer of large amounts of data in data centers and AI chip clusters. Nvidia announced a $2 billion investment in Coherent in March this year to &#34;support research and development, future capacity and operations as Coherent builds out its U.S.-based manufacturing capabilities.&#34;</p>
<div class="lb-trans"><p>Lumentum 和 Coherent 制造光网络、光子学和激光组件，使数据中心和 AI 芯片集群能够快速传输大量数据。英伟达在今年 3 月宣布对 Coherent 进行 20 亿美元的投资，以 “支持研发、未来的产能和运营，因为 Coherent 正在建立其美国制造能力。”</p>
</div><p>It also announced a similar investment in Lumentum on the same day for identical reasons. Nvidia notes that optical networks will play a critical role in scaling up AI data centers and factories. That's not surprising, as optical networks support help transfer large datasets with low latency in AI chip clusters, enabling AI accelerators to perform optimally with minimal data loss.</p>
<div class="lb-trans"><p>同一天，英伟达还宣布对 Lumentum 进行类似的投资，原因相同。英伟达指出，光网络将在扩大 AI 数据中心和工厂方面发挥关键作用。这并不令人惊讶，因为光网络支持以低延迟传输大型数据集，使 AI 加速器能够在最小数据丢失的情况下实现最佳性能。</p>
</div><p>Fast networking and high bandwidth reduce downtime for AI accelerators, such as GPUs. This explains why demand for optical networking components is outpacing supply. McKinsey estimates that demand for high-speed 800 Gbps (gigabits per second) optical transceivers deployed in AI data centers will exceed production by 40% to 60% through 2027.</p>
<div class="lb-trans"><p>快速的网络和高带宽减少了 AI 加速器（如 GPU）的停机时间。这解释了为什么光网络组件的需求超过了供应。麦肯锡估计，到 2027 年，部署在 AI 数据中心的高速 800 Gbps（千兆位每秒）光收发器的需求将超过生产 40% 至 60%。</p>
</div><p>As a result, the prices of these optical components are rising sharply, driving phenomenal growth for Coherent and Lumentum.</p>
<div class="lb-trans"><p>因此，这些光组件的价格正在急剧上涨，推动了 Coherent 和 Lumentum 的惊人增长。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vbWVkaWEueWNoYXJ0cy5jb20vY2hhcnRzLzVhOTA2NDU4NjYxZDUwNzFiZThlYjg4NjZjMTZhNWIxLnBuZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fmedia.ycharts.com%2Fcharts%2F5a906458661d5071be8eb8866c16a5b1.png&amp;w=700"/></p>
<p>Data by YCharts</p>
<div class="lb-trans"><p>数据来源：YCharts</p>
</div><p>This terrific earnings growth is translating into healthy upside on the stock market. Lumentum stock has jumped by over 1,100% over the past year, while Coherent has clocked 444% gains. Moreover, Nvidia's investments in these companies should ensure it has access to a supply of optical networking components by helping them build additional capacity.</p>
<div class="lb-trans"><p>这种出色的盈利增长正在转化为股市的健康上涨。Lumentum 的股票在过去一年中上涨了超过 1100%，而 Coherent 则上涨了 444%。此外，英伟达对这些公司的投资应确保其能够通过帮助它们建立额外产能来获得光网络组件的供应。</p>
</div><p>For example, Coherent CEO Jim Anderson pointed out in March that Nvidia's investment will increase the chip giant's &#34;access to include multiple product families to help them build the AI data centers of the future.&#34; Similarly, Lumentum is going to invest &#34;in a new fabrication facility to increase capacity and accelerate innovation&#34; following Nvidia's investments.</p>
<div class="lb-trans"><p>例如，Coherent 的首席执行官 Jim Anderson 在 3 月指出，英伟达的投资将增加这家芯片巨头的 “访问权限，包括多个产品系列，以帮助他们构建未来的 AI 数据中心。” 同样，Lumentum 将在英伟达的投资后 “投资于一个新的制造设施，以增加产能并加速创新”。</p>
</div><p>So, Nvidia is taking steps to ensure that it controls the AI infrastructure supply chain more tightly by investing in the likes of Coherent and Lumentum, which provide critical components necessary for scaling up AI data centers.</p>
<div class="lb-trans"><p>因此，英伟达正在采取措施，通过投资 Coherent 和 Lumentum 等公司，确保其更紧密地控制 AI 基础设施供应链，这些公司提供扩大 AI 数据中心所需的关键组件。</p>
</div><p>Meanwhile, Nvidia's $2 billion investment in Marvell Technology, announced on March 31, is another strategic move. Marvell designs custom AI processors and networking components that are experiencing strong demand as AI inference grows. Nvidia's investment in Marvell will enable it to make rack-scale server systems that integrate custom AI processors, server processors, and networking components into a single platform.</p>
<div class="lb-trans"><p>与此同时，英伟达在 3 月 31 日宣布对 Marvell Technology 进行 20 亿美元的投资，这是另一个战略举措。Marvell 设计的定制 AI 处理器和网络组件在 AI 推理增长的背景下需求强劲。英伟达对 Marvell 的投资将使其能够制造集成定制 AI 处理器、服务器处理器和网络组件的机架级服务器系统。</p>
</div><p>The partnership also strengthens Nvidia's position in optical networking and silicon photonics. What's worth noting is that Marvell designs AI chips and networking components for major hyperscalers and has multiple design wins in the pipeline, poised to go into production over the next couple of years. So, it was easy to see why Marvell raised its full-year guidance when it released its fiscal 2027 first-quarter results (for the three months ended May 2) on May 27.</p>
<div class="lb-trans"><p>这一合作关系还加强了英伟达在光网络和硅光子学方面的地位。值得注意的是，Marvell 为主要的超大规模数据中心设计 AI 芯片和网络组件，并且在未来几年有多个设计胜利即将投入生产。因此，当 Marvell 在 5 月 27 日发布其 2027 财年第一季度业绩（截至 5 月 2 日的三个月）时，能够轻松提高全年指引。</p>
</div><p>The company anticipates a 40% increase in revenue in the current fiscal year to $11.5 billion, followed by a larger 45% increase in the next fiscal year. What's more, its earnings growth is also poised to take off.</p>
<div class="lb-trans"><p>该公司预计在当前财年收入将增长 40%，达到 115 亿美元，接下来财年将增长更大的 45%。更重要的是，其盈利增长也有望大幅提升。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vbWVkaWEueWNoYXJ0cy5jb20vY2hhcnRzLzliODNkY2Q4NWRiNmJjMTgxY2Y2OTQyOTgzM2U3ZWVmLnBuZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fmedia.ycharts.com%2Fcharts%2F9b83dcd85db6bc181cf69429833e7eef.png&amp;w=700"/></p>
<p>Data by YCharts</p>
<div class="lb-trans"><p>数据来源：YCharts</p>
</div><p>So, Nvidia's investment in Marvell is likely to become a profitable one in the long run. At the same time, its partnership for custom AI processors should ensure the chip giant remains a dominant player in the AI semiconductor space. In fact, Nvidia CEO Jensen Huang recently remarked that Marvell could become a $1 trillion company, sending the AI stock soaring.</p>
<div class="lb-trans"><p>因此，英伟达对 Marvell 的投资在长期内可能会变得盈利。同时，与定制 AI 处理器的合作伙伴关系应该确保这家芯片巨头在 AI 半导体领域保持主导地位。事实上，英伟达首席执行官黄仁勋最近表示，Marvell 可能成为一家万亿美元公司，这使得 AI 股票飙升。</p>
</div><h2>Investors should consider loading up on Nvidia stock before it breaks out</h2>
<div class="lb-trans"><h2>投资者应该考虑在英伟达股票突破之前加仓</h2>
</div><p>Nvidia's growth was fantastic last quarter, and the good news is that it is poised to step on the gas from the current quarter. Moreover, the company's focus on expanding its AI hardware ecosystem by investing in key infrastructure companies should be a long-term tailwind, especially given that its investments are likely to be profitable.</p>
<div class="lb-trans"><p>英伟达上个季度的增长非常出色，值得庆幸的是，它有望在当前季度加速增长。此外，公司通过投资关键基础设施公司来扩展其 AI 硬件生态系统的重点，应该会成为长期的利好，尤其是考虑到其投资可能会盈利。</p>
</div><p>That's why it would be a good idea to buy Nvidia stock, given its price/earnings-to-growth (PEG) ratio of just 0.69, based on the annual earnings growth it can clock over the next five years, according to Yahoo! Finance. The PEG ratio is a forward-looking valuation metric that considers a company's earnings growth potential, and a reading of below 1 indicates the stock is undervalued.</p>
<div class="lb-trans"><p>因此，考虑到英伟达的市盈率增长（PEG）比率仅为 0.69，基于其未来五年的年收益增长，购买英伟达股票是个好主意。PEG 比率是一种前瞻性的估值指标，考虑了公司的收益增长潜力，低于 1 的读数表明该股票被低估。</p>
</div><p>Nvidia, therefore, seems quite undervalued given its future growth potential. So, it won't be surprising to see it jump significantly in the long run, which is why it makes sense to buy it before it soars higher.</p>
<div class="lb-trans"><p>因此，考虑到未来的增长潜力，英伟达似乎相当被低估。因此，看到它在长期内大幅上涨并不令人惊讶，这就是为什么在它更高之前购买是有意义的。</p>
</div><h2>Should you buy stock in Nvidia right now?</h2>
<div class="lb-trans"><h2>你现在应该购买英伟达的股票吗？</h2>
</div><p>Before you buy stock in Nvidia, consider this:</p>
<div class="lb-trans"><p>在你购买英伟达的股票之前，请考虑以下几点：</p>
</div><p>The <em>Motley Fool Stock Advisor</em> analyst team just identified what they believe are the <strong>10 best stocks</strong> for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.</p>
<div class="lb-trans"><p><em>Motley Fool Stock Advisor</em> 分析团队刚刚确定了他们认为现在投资者应该购买的 <strong>10 只最佳股票</strong>……而英伟达并不在其中。这 10 只入选股票在未来几年可能会产生巨额回报。</p>
</div><p>Consider when <strong>Netflix</strong> made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, <strong>you’d have $439,847</strong>!* Or when <strong>Nvidia</strong> made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, <strong>you’d have $1,342,065</strong>!*</p>
<div class="lb-trans"><p>考虑一下 <strong>Netflix</strong> 在 2004 年 12 月 17 日进入这个名单时……如果你在我们推荐时投资了 1000 美元，<strong>你现在将拥有 439,847 美元</strong>！* 或者当 <strong>英伟达</strong> 在 2005 年 4 月 15 日进入这个名单时……如果你在我们推荐时投资了 1000 美元，<strong>你现在将拥有 1,342,065 美元</strong>！*</p>
</div><p>Now, it’s worth noting <em>Stock Advisor’s</em> total average return is 968% — a market-crushing outperformance compared to 211% for the S&amp;P 500. <strong>Don't miss the latest top 10 list, available with <em>Stock Advisor</em>, and join an investing community built by individual investors for individual investors.</strong></p>
<div class="lb-trans"><p>现在值得注意的是，<em>Stock Advisor</em> 的总平均回报率为 968%——相比之下，标准普尔 500 指数的回报率为 211%。<strong>不要错过最新的前 10 名单，<em>Stock Advisor</em> 提供，并加入一个由个人投资者为个人投资者建立的投资社区。</strong></p>
</div><p><strong>See the 10 stocks »</strong></p>
<div class="lb-trans"><p><strong>查看这 10 只股票 »</strong></p>
</div><p><em>*Stock Advisor returns as of June 5, 2026.</em></p>
<div class="lb-trans"><p><em>*Stock Advisor 的回报截至 2026 年 6 月 5 日。</em></p>
</div><p><em>Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Coherent, Lumentum, Marvell Technology, and Nvidia. The Motley Fool has a disclosure policy.</em></p>
<div class="lb-trans"><p><em>Harsh Chauhan 在提到的任何股票中没有持仓。Motley Fool 持有 Coherent、Lumentum、Marvell Technology 和英伟达的股份，并推荐这些股票。Motley Fool 有披露政策。</em></p>
</div><p>The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.</p>
<div class="lb-trans"><p>此处表达的观点和意见是作者的观点和意见，并不一定反映纳斯达克公司的观点。</p>
</div>

华尔街上无人讨论的隐藏英伟达交易