<p>在人工智能热潮的大部分时间里，投资者几乎不需要做出选择。<strong>英伟达（Nvidia）（NASDAQ:NVDA）</strong> 和 <strong>Palantir（NASDAQ:PLTR）</strong> 都是市场宠儿，乘着同一波热情，推动人工智能股票飙升。</p>
<h3>介绍 TipRanks MCP for Agents</h3>
<p>NVDS：为 NVDA 的空头头寸而建</p>
<p>然而，这在最近变得更加困难。随着人工智能支出的持续加速，投资者开始提出不同的问题：哪里更具价值？是提供推动人工智能革命的工具和基础设施的公司，还是帮助组织将这些技术付诸实践的软件公司？</p>
<p>在英伟达和 Palantir 之间，顶级投资者 Oliver Rodzianko 认为这两只股票的投资案例正朝着相反的方向发展。这位五星级投资者对一位人工智能领袖持高度看涨态度，而对另一只则采取更加谨慎的立场。</p>
<p>&#34;英伟达仍然是当今世界上最高质量的复合引擎之一，但我拒绝肯定地声称这种情况将持续下去，&#34; Rodzianko 表示，他是 TipRanks 覆盖的前 1% 投资者之一。</p>
<p>尽管他对英伟达并不悲观，但 Rodzianko 日益增长的谨慎源于他所看到的市场过度热情。随着英伟达持续交出卓越的季度收益，这种热情只会加剧。</p>
<p>然而，Rodzianko 指出，强劲的表现通过可能将估值推高到超出基础收益所暗示的水平，增加了投资者的风险。</p>
<p>&#34;讽刺的是，英伟达的数字越强，它就越像是收益引擎和全球动量流的磁铁，&#34; 他补充道。</p>
<p>Rodzianko 强调，他对英伟达的长期前景持乐观态度，但在这个&#34;叙事热情的时期&#34;不会积极增加持仓。</p>
<p>虽然这些估值担忧使 Rodzianko 对英伟达更加谨慎，但尽管他形容 Palantir 的'绝对估值很高'，这些担忧对 Palantir 却没有产生同样的影响。他认为，Palantir 的理论基础不同。如果英伟达的看涨案例依赖于对代币和计算能力的不断增长的需求，Palantir 则有望通过帮助组织提取可衡量的人工智能价值而受益。</p>
<p>事实上，随着对人工智能模型成本的日益关注，这一观点可能会进一步得到支持。Rodzianko 认为，下一阶段的人工智能采用将不再是购买更多的计算能力，而是证明人工智能能够产生可衡量的投资回报。</p>
<p>&#34;代币最大化的结束为 Palantir 的前景奠定了基础，&#34; Rodzianko 表示，他预计该公司将在增长保持的情况下&#34;超越空头&#34;。</p>
<p>这种信念使得投资者将 PLTR 评为强烈买入，同时对 NVDA 采取更加谨慎的态度，给予该股票持有（即中性）评级。（要查看 Rodzianko 的业绩记录，请点击这里）</p>
<p>华尔街对英伟达的看涨程度超过了 Rodzianko。这家人工智能芯片巨头的共识评级为强烈买入，基于 37 个买入、1 个持有和 1 个卖出，其平均 12 个月目标价为 311.41 美元，意味着上涨空间为 52%。与此同时，Palantir 获得了中等买入的共识评级，支持其的有 13 个买入、5 个持有和 2 个卖出。该股票的平均目标价为 185.35 美元，预计在未来一年内有 41% 的潜在收益。（查看 <strong>NVDA 股票预测</strong> 或 <strong>PLTR 股票预测</strong>）</p>

英伟达

PLTR

PLTG

<p>顶级投资者奥利弗·罗兹扬科（Oliver Rodzianko）将 Palantir 评级为强烈买入，将 Nvidia 评级为持有，尽管 Nvidia 的质量很高，但他对这家芯片制造商的估值表示担忧。罗兹扬科认为，尽管 Nvidia 面临市场过度乐观的风险，但 Palantir 在人工智能向可衡量的投资回报率（ROI）转变方面更具优势，而不仅仅是计算需求</p>

<p>For much of the AI boom, investors hardly had to choose. <strong>Nvidia (</strong> <strong>NASDAQ:NVDA</strong> <strong>)</strong> and <strong>Palantir (</strong> <strong>NASDAQ:PLTR</strong> <strong>)</strong> were both market darlings, riding the same wave of enthusiasm that sent AI stocks soaring.</p>
<div class="lb-trans"><p>在人工智能热潮的大部分时间里，投资者几乎不需要做出选择。<strong>英伟达（Nvidia）（NASDAQ:NVDA）</strong> 和 <strong>Palantir（NASDAQ:PLTR）</strong> 都是市场宠儿，乘着同一波热情，推动人工智能股票飙升。</p>
</div><h3>Introducing TipRanks MCP for Agents</h3>
<div class="lb-trans"><h3>介绍 TipRanks MCP for Agents</h3>
</div><p>NVDS: built for a short position on NVDA</p>
<div class="lb-trans"><p>NVDS：为 NVDA 的空头头寸而建</p>
</div><p>That, however, has become a tougher proposition lately. As AI spending continues to accelerate, investors are asking a different question: Where is the better value? Is it in the company supplying the picks and shovels powering the AI revolution, or in the software firm helping organizations put that technology to work?</p>
<div class="lb-trans"><p>然而，这在最近变得更加困难。随着人工智能支出的持续加速，投资者开始提出不同的问题：哪里更具价值？是提供推动人工智能革命的工具和基础设施的公司，还是帮助组织将这些技术付诸实践的软件公司？</p>
</div><p>When it comes to Nvidia and Palantir, top investor Oliver Rodzianko believes the investment case for the two stocks is moving in opposite directions. The 5-star investor is highly bullish on one AI leader while taking a much more cautious stance on the other.</p>
<div class="lb-trans"><p>在英伟达和 Palantir 之间，顶级投资者 Oliver Rodzianko 认为这两只股票的投资案例正朝着相反的方向发展。这位五星级投资者对一位人工智能领袖持高度看涨态度，而对另一只则采取更加谨慎的立场。</p>
</div><p>&#34;Nvidia is still one of the world's highest-quality compounding engines today, but I refuse to claim with certainty that this will continue unabated,&#34; states Rodzianko, who is among the top 1% of investors covered by TipRanks.</p>
<div class="lb-trans"><p>&#34;英伟达仍然是当今世界上最高质量的复合引擎之一，但我拒绝肯定地声称这种情况将持续下去，&#34; Rodzianko 表示，他是 TipRanks 覆盖的前 1% 投资者之一。</p>
</div><p>Though he's far from bearish on Nvidia, Rodzianko's growing caution stems from what he sees as mounting market exuberance. That enthusiasm has only intensified as Nvidia continues delivering exceptional earnings quarter after quarter.</p>
<div class="lb-trans"><p>尽管他对英伟达并不悲观，但 Rodzianko 日益增长的谨慎源于他所看到的市场过度热情。随着英伟达持续交出卓越的季度收益，这种热情只会加剧。</p>
</div><p>However, Rodzianko points out that the bullish performance increases the risk for investors by potentially pushing the valuation beyond where the underlying earnings might suggest.</p>
<div class="lb-trans"><p>然而，Rodzianko 指出，强劲的表现通过可能将估值推高到超出基础收益所暗示的水平，增加了投资者的风险。</p>
</div><p>&#34;The irony here is that the stronger NVDA's numbers become, the more it acts as both the earnings engine and a magnet for global momentum flows,&#34; he adds.</p>
<div class="lb-trans"><p>&#34;讽刺的是，英伟达的数字越强，它就越像是收益引擎和全球动量流的磁铁，&#34; 他补充道。</p>
</div><p>Rodzianko emphasizes that he's good with Nvidia over the long run, but he won't be aggressively adding to his position during this &#34;period of narrative exuberance.&#34;</p>
<div class="lb-trans"><p>Rodzianko 强调，他对英伟达的长期前景持乐观态度，但在这个&#34;叙事热情的时期&#34;不会积极增加持仓。</p>
</div><p>While those valuation concerns have made Rodzianko more cautious on Nvidia, they haven't had the same effect on Palantir despite what he describes as its 'high absolute valuation.' The reason, he argues, is that Palantir's thesis rests on a different foundation. If Nvidia's bull case depends on ever-rising demand for tokens and compute power, Palantir stands to benefit from helping organizations extract measurable value from AI.</p>
<div class="lb-trans"><p>虽然这些估值担忧使 Rodzianko 对英伟达更加谨慎，但尽管他形容 Palantir 的'绝对估值很高'，这些担忧对 Palantir 却没有产生同样的影响。他认为，Palantir 的理论基础不同。如果英伟达的看涨案例依赖于对代币和计算能力的不断增长的需求，Palantir 则有望通过帮助组织提取可衡量的人工智能价值而受益。</p>
</div><p>In fact, growing scrutiny over the cost of AI models may further support that view. Rodzianko argues that the next phase of AI adoption will be less about buying more compute power and more about proving that AI can generate measurable returns on investment.</p>
<div class="lb-trans"><p>事实上，随着对人工智能模型成本的日益关注，这一观点可能会进一步得到支持。Rodzianko 认为，下一阶段的人工智能采用将不再是购买更多的计算能力，而是证明人工智能能够产生可衡量的投资回报。</p>
</div><p>&#34;The end of tokenmaxxing is the setup for Palantir's forward thesis,&#34; argues Rodzianko, who expects the company to &#34;outrun bears while growth holds.&#34;</p>
<div class="lb-trans"><p>&#34;代币最大化的结束为 Palantir 的前景奠定了基础，&#34; Rodzianko 表示，他预计该公司将在增长保持的情况下&#34;超越空头&#34;。</p>
</div><p>That conviction leads the investor to rate PLTR a Strong Buy, while taking a far more cautious stance on NVDA, assigning the stock a Hold (i.e., Neutral) rating. (To watch Rodzianko's track record, click here)</p>
<div class="lb-trans"><p>这种信念使得投资者将 PLTR 评为强烈买入，同时对 NVDA 采取更加谨慎的态度，给予该股票持有（即中性）评级。（要查看 Rodzianko 的业绩记录，请点击这里）</p>
</div><p>Wall Street is more bullish on Nvidia than Rodzianko. The AI chip giant sports a Strong Buy consensus rating based on 37 Buys, 1 Hold, and 1 Sell, with its average 12-month price target of $311.41 implying upside of 52%. Palantir, meanwhile, earns a Moderate Buy consensus rating backed by 13 Buys, 5 Holds, and 2 Sells. The stock's average price target of $185.35 points to potential gains of 41% over the next year. (See <strong>NVDA stock forecast</strong> or <strong>PLTR stock forecast</strong>)</p>
<div class="lb-trans"><p>华尔街对英伟达的看涨程度超过了 Rodzianko。这家人工智能芯片巨头的共识评级为强烈买入，基于 37 个买入、1 个持有和 1 个卖出，其平均 12 个月目标价为 311.41 美元，意味着上涨空间为 52%。与此同时，Palantir 获得了中等买入的共识评级，支持其的有 13 个买入、5 个持有和 2 个卖出。该股票的平均目标价为 185.35 美元，预计在未来一年内有 41% 的潜在收益。（查看 <strong>NVDA 股票预测</strong> 或 <strong>PLTR 股票预测</strong>）</p>
</div>

Nvidia or Palantir: Top Investor Says Only One AI Stock Is a Strong Buy

- 投资者在 AI 投资中面临选择，Nvidia 和 Palantir 价值观点相反。  
- Oliver Rodzianko 对 Nvidia 表示谨慎，认为市场热情可能推动估值过高。  
- 对 Palantir 则持乐观态度，认为其将从 AI 价值提取中受益。

Tip Ranks

Palantir Tech

Leverage Shares 2X Long PLTR Daily ETF

2 倍做多 PLTR ETF - GraniteShares

1 倍做空 PLTR ETF - Direxion

2 倍做多 NVDA ETF - T-Rex

南方两倍做多英伟达

英伟达期权收益策略 ETF - YieldMax

1 倍做空英伟达 ETF - Direxion

2 倍做空 NVDA ETF - GraniteShares

2 倍做多英伟达 ETF - Direxion

2 倍做多 Palantir ETF - Direxion

2 倍做空 NVDA ETF - T-Rex

PLTR 周收益 ETF - Roundhill

Defiance Leveraged Long +Income PLTR ETF

2 倍做多英伟达 ETF - GraniteShares

南方两倍做空英伟达

1.5 倍做空英伟达 ETF - Tradr

Leverage Shares 2x Cpd Acclrtd PLTRMnETF

Defiance Daily Target 2X Short PLTR ETF

ProShares Ultra NVDA

2 倍做多英伟达 ETF - Leverage Shares

Leverage Shares 2x Cpd Acclrtd NVDAMnETF

NVDA 周配息 ETF - Roundhill

GraniteShares YieldBOOST NVDA ETF

xETFs NVDA Daily Income ETF

ProShares Ultra PLTR

YieldMax PLTR Option Income Strategy ETF

GraniteShares YieldBoost PLTR ETF

半导体 ETF - VanEck Vectors

费城交易所 半导体 ETF - iShares

半导体 3 倍做多 - Direxion

Invesco PHLX Semiconductor ETF

标普半导体 ETF - SPDR

动态半导体 ETF - Invesco

纳斯达克半导体 ETF - First Trust

NVIDIA Corporation

英伟达或 Palantir：顶级投资者称只有一只 AI 股票值得强力买入