<p>如果你问投资者过去几年中最具影响力的股票，许多人会回答 <strong>Nvidia</strong>（NVDA 3.99%）。该公司的尖端处理器将 人工智能（AI） 推向了一个新高度，使其收入和利润飙升。考虑一下：自 2023 年初 AI 革命真正启动以来，Nvidia 的收入激增了 1250%，净收入增长超过 4000%。该公司令人难以置信的财务业绩使其股价上涨了 1280%——许多专家认为未来还有更大的上涨空间。</p>
<p>然而，关于 AI 采用的不确定性、竞争加剧以及对整体估值的担忧对 AI 股票造成了压力，Nvidia 也不例外。该股目前较近期高点下跌了 14%，在 2026 年时落后于 <strong>标准普尔 500 指数</strong> 和 <strong>纳斯达克综合指数</strong>（在我写这篇文章时）。</p>
<p>在这种背景下，投资者应该购买 Nvidia 股票吗？对可用证据的审查提供了一个令人信服的答案。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzU4ODAvYS1zbWlsaW5nLXBlcnNvbi1ob2xkaW5nLWEtbm90ZWJvb2stbG9va2luZy1hdC10aGUtdXB3YXJkLXRyYWplY3Rvcnktb2YtZ3JhcGgtbGluZXMuanBnJnc9Mzg0MA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="2500" height="1668" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzU4ODAvYS1zbWlsaW5nLXBlcnNvbi1ob2xkaW5nLWEtbm90ZWJvb2stbG9va2luZy1hdC10aGUtdXB3YXJkLXRyYWplY3Rvcnktb2YtZ3JhcGgtbGluZXMuanBnJnc9Mzg0MA"/></p>
<p>图片来源：Getty Images。</p>
<h2>给我看钱</h2>
<p>公司的财务业绩提供了关于 Nvidia 前景的第一个指示。在其 2027 财年第一季度（截至 4 月 26 日），公司创造了创纪录的收入，同比增长 85%，环比增长 20%，达到 816 亿美元。Nvidia 的毛利率保持在接近创纪录的 74.9%。这推动了调整后的每股收益（EPS）飙升 140%，达到 1.87 美元。这标志着连续第 14 个季度的收入增长。</p>
<p>如果这还不够，管理层预计第二季度收入为 910 亿美元，这将代表同比增长 95%。</p>
<p>其财务业绩表明 Nvidia 是一个值得购买的股票。</p>
<h2>未来看起来光明</h2>
<p>展望未来，Nvidia 的前景看起来光明。不要只听我的话。首席执行官黄仁勋发布了对今年和明年的惊人预测：</p>
<blockquote>
<p>我们有 5000 亿美元的可见性。在这一点上，在这一点上，距离（日历）2027 年结束还有 21 个月，我们已经对 Blackwell 和 Rubin 有了超过 1 万亿美元的高信心、高可见性，仅仅是 Blackwell 和 Rubin，而不是其他任何东西。</p>
</blockquote>
<p>如果黄的预测关于 Nvidia 以 AI 为中心的 Blackwell 和 Rubin 平台接近现实——我们没有理由相信否则——这表明公司的 重大增长有望持续 到至少 2027 年底，可能更久。</p>
<p>公司的未来前景也表明该股票是一个值得购买的选择。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Nvidia 股票报价" width="80" height="80" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4"/></p>
<h2>NASDAQ: NVDA</h2>
<p>Nvidia</p>
<p>今日变动</p>
<p>(-3.99%) $-8.33</p>
<p>当前价格</p>
<p>$200.32</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$4.8 万亿</p>
<p>日内区间</p>
<p>$200.02 - $203.78</p>
<p>52 周区间</p>
<p>$149.26 - $236.54</p>
<p>成交量</p>
<p>480 万</p>
<p>平均成交量</p>
<p>1.617 亿</p>
<p>毛利率</p>
<p>74.15%</p>
<p>股息收益率</p>
<p>0.14%</p>
<h2>给我看钱（第二部分）</h2>
<p>如上所述，Nvidia 在过去几年的表现可谓非凡。这种规模的收益是罕见的，但股东们正在期待来自 Nvidia 的又一次 意外之财。这家芯片制造商最近将季度股息提高了 25 倍，从每股 0.01 美元增至 0.25 美元，将于 6 月 26 日支付给截至 6 月 4 日的股东。其股息收益率目前为 0.5%，而支付比率约为 10%，还有很多潜力可挖掘。</p>
<p>事实上，黄最近做出了惊人的声明，表示公司计划在今年、明年及以后将 “50% 或更多的自由现金流返还给我们的股东。”</p>
<p>这表明 Nvidia 计划通过股息和股票回购向股东返还大量资本——又一个积极信号。</p>
<h2>华尔街的明确支持</h2>
<p>华尔街分析师以其多样化的观点而闻名，因此当他们在某件事情上达成一致时，值得注意。举例来说，在 6 月发布意见的 62 位分析师中，95% 将 Nvidia 评为买入或强烈买入，没有人建议卖出。此外，该股的平均目标价为 299 美元，暗示有 48% 的上涨空间（在我写这篇文章时）。</p>
<p>Baird 分析师 Tristan Gerra 的看法比华尔街同事更为乐观，目标价为 500 美元——暗示潜在上涨 147%。该分析师指出，Nvidia 在推理和超大规模计算中 “正在获得市场份额”，同时建议 Vera Rubin 芯片的销售可能会超过非常成功的 Blackwell 处理器。他还认为 Nvidia 进入 CPU 市场是一个 2000 亿美元的机会，而这一点尚未被华尔街的当前模型考虑在内。</p>
<p>华尔街似乎一致认为 Nvidia 还有进一步上涨的空间。</p>
<h2>这只股票值得买吗？</h2>
<p>最后一项证据是其估值。Nvidia 股票目前的市盈率为 31 倍，未来市盈率为 23 倍。这对于一家在如此高水平上执行并处于 AI 革命前沿的公司来说，估值极具吸引力。</p>
<p>再加上公司的销售加速、强劲的预测、不断增加的资本回报以及华尔街的乐观支持，证据显而易见。</p>
<p>Nvidia 股票是一个值得购买的选择。</p>

英伟达

2 倍做空 NVDA ETF - GraniteShares

NVDB

<p>英伟达（Nvidia，股票代码：NVDA）被推荐为买入，原因是其财务表现卓越，包括在 2027 财年第一季度实现了 85% 的同比收入增长以及强劲的前景。首席执行官黄仁勋预测到 2027 年，Blackwell 和 Rubin 平台的可见性将达到 1 万亿美元。公司计划通过分红和回购将超过 50% 的自由现金流返还给股东。尽管近期出现回调，95% 的华尔街分析师将其评级为买入或强力买入，平均目标价为 299 美元，因此该股票的估值看起来相当有吸引力</p>

<p>Ask investors about the most influential stock of the past several years, and many would respond with <strong>Nvidia</strong>( NVDA 3.99%). The company's state-of-the-art processors have taken artificial intelligence (AI) to the next level, propelling its revenue and profits into the stratosphere. Consider this: Since the AI revolution kicked off in earnest in early 2023, Nvidia's revenue has surged 1,250%, driving its net income up over 4,000%. The company's incredible financial results have driven its share price up 1,280% -- and many experts believe that there's more upside ahead.</p>
<div class="lb-trans"><p>如果你问投资者过去几年中最具影响力的股票，许多人会回答 <strong>Nvidia</strong>（NVDA 3.99%）。该公司的尖端处理器将 人工智能（AI） 推向了一个新高度，使其收入和利润飙升。考虑一下：自 2023 年初 AI 革命真正启动以来，Nvidia 的收入激增了 1250%，净收入增长超过 4000%。该公司令人难以置信的财务业绩使其股价上涨了 1280%——许多专家认为未来还有更大的上涨空间。</p>
</div><p>However, the specter of uncertainty regarding AI adoption, rising competition, and concerns about valuations in general have weighed on AI stocks, and Nvidia is no different. The stock is currently down 14% from its recent highs and trailing both the <strong>S&amp;P 500</strong> and the <strong>Nasdaq Composite</strong> (as I write this) in 2026.</p>
<div class="lb-trans"><p>然而，关于 AI 采用的不确定性、竞争加剧以及对整体估值的担忧对 AI 股票造成了压力，Nvidia 也不例外。该股目前较近期高点下跌了 14%，在 2026 年时落后于 <strong>标准普尔 500 指数</strong> 和 <strong>纳斯达克综合指数</strong>（在我写这篇文章时）。</p>
</div><p>With that as a backdrop, should investors buy Nvidia stock? A review of the available evidence provides a compelling answer.</p>
<div class="lb-trans"><p>在这种背景下，投资者应该购买 Nvidia 股票吗？对可用证据的审查提供了一个令人信服的答案。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzU4ODAvYS1zbWlsaW5nLXBlcnNvbi1ob2xkaW5nLWEtbm90ZWJvb2stbG9va2luZy1hdC10aGUtdXB3YXJkLXRyYWplY3Rvcnktb2YtZ3JhcGgtbGluZXMuanBnJnc9Mzg0MA" alt="A smiling person holding a notebook looking at the upward trajectory of graph lines." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F875880%2Fa-smiling-person-holding-a-notebook-looking-at-the-upward-trajectory-of-graph-lines.jpg&amp;w=3840&amp;op=resize"/></p>
<p>Image source: Getty IMages.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Show me the money</h2>
<div class="lb-trans"><h2>给我看钱</h2>
</div><p>The company's financial results provide the first indication regarding Nvidia's prospects. For its fiscal 2027 first quarter (ended April 26), the company generated record revenue that surged 85% year over year and 20% quarter over quarter to $81.6 billion. Nvidia's gross profit margin remains near a record high at 74.9%. This drove adjusted earnings per share (EPS) that soared 140% to $1.87. This marked the 14 consecutive quarter of sequential revenue growth.</p>
<div class="lb-trans"><p>公司的财务业绩提供了关于 Nvidia 前景的第一个指示。在其 2027 财年第一季度（截至 4 月 26 日），公司创造了创纪录的收入，同比增长 85%，环比增长 20%，达到 816 亿美元。Nvidia 的毛利率保持在接近创纪录的 74.9%。这推动了调整后的每股收益（EPS）飙升 140%，达到 1.87 美元。这标志着连续第 14 个季度的收入增长。</p>
</div><p>If that wasn't enough, management is guiding for Q2 revenue of $91 billion, which would represent year-over-year growth of 95%.</p>
<div class="lb-trans"><p>如果这还不够，管理层预计第二季度收入为 910 亿美元，这将代表同比增长 95%。</p>
</div><p>Its financial results suggest Nvidia is a buy.</p>
<div class="lb-trans"><p>其财务业绩表明 Nvidia 是一个值得购买的股票。</p>
</div><h2>The future looks bright</h2>
<div class="lb-trans"><h2>未来看起来光明</h2>
</div><p>Beyond the coming quarter, the future looks bright for Nvidia. Don't take my word for it. CEO Jensen Huang has released an astonishing forecast for this year and next:</p>
<div class="lb-trans"><p>展望未来，Nvidia 的前景看起来光明。不要只听我的话。首席执行官黄仁勋发布了对今年和明年的惊人预测：</p>
</div><blockquote>
<p>We have $500 billion dollars' worth of visibility. And at this point, at this point, with another 21 more months to go to the end of (calendar) 2027, we already have high confidence, high confidence visibility of $1 trillion plus of Blackwell and Rubin, not anything else, just Blackwell and Rubin.</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>我们有 5000 亿美元的可见性。在这一点上，在这一点上，距离（日历）2027 年结束还有 21 个月，我们已经对 Blackwell 和 Rubin 有了超过 1 万亿美元的高信心、高可见性，仅仅是 Blackwell 和 Rubin，而不是其他任何东西。</p>
</blockquote>
</div><p>If Huang's forecast for Nvidia's AI-centric Blackwell and Rubin platforms is even close to reality -- and we have no reason to believe otherwise -- it suggests that the company's momentous growth is poised to continue through <em>at least</em> the end of 2027, and likely much longer.</p>
<div class="lb-trans"><p>如果黄的预测关于 Nvidia 以 AI 为中心的 Blackwell 和 Rubin 平台接近现实——我们没有理由相信否则——这表明公司的 重大增长有望持续 到至少 2027 年底，可能更久。</p>
</div><p>The company's future prospects also suggest the stock is a buy.</p>
<div class="lb-trans"><p>公司的未来前景也表明该股票是一个值得购买的选择。</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>Nvidia</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(-3.99%) $-8.33</p>
<div class="lb-trans"><p>(-3.99%) $-8.33</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$200.32</p>
<div class="lb-trans"><p>$200.32</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>$4.8T</p>
<div class="lb-trans"><p>$4.8 万亿</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$200.02 - $203.78</p>
<div class="lb-trans"><p>$200.02 - $203.78</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$149.26 - $236.54</p>
<div class="lb-trans"><p>$149.26 - $236.54</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>4.8M</p>
<div class="lb-trans"><p>480 万</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>161.7M</p>
<div class="lb-trans"><p>1.617 亿</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>74.15%</p>
<div class="lb-trans"><p>74.15%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.14%</p>
<div class="lb-trans"><p>0.14%</p>
</div><h2>Show me the money (part 2)</h2>
<div class="lb-trans"><h2>给我看钱（第二部分）</h2>
</div><p>As highlighted above, Nvidia's performance over the past several years has been nothing short of spectacular. Gains of that magnitude are rare, but shareholders are bracing for yet another windfall from Nvidia. The chipmaker recently increased its quarterly dividend 25-fold, from $0.01 to $0.25 per share, payable on June 26 to shareholders of record as of June 4. Its dividend yield is currently 0.5%, and with a payout ratio of about 10%, there's still plenty more where that came from.</p>
<div class="lb-trans"><p>如上所述，Nvidia 在过去几年的表现可谓非凡。这种规模的收益是罕见的，但股东们正在期待来自 Nvidia 的又一次 意外之财。这家芯片制造商最近将季度股息提高了 25 倍，从每股 0.01 美元增至 0.25 美元，将于 6 月 26 日支付给截至 6 月 4 日的股东。其股息收益率目前为 0.5%，而支付比率约为 10%，还有很多潜力可挖掘。</p>
</div><p>In fact, Huang recently made a stunning pronouncement, saying the company plans to return &#34;50% or more of free cash flow to our shareholders this year, next year, and beyond. &#34;</p>
<div class="lb-trans"><p>事实上，黄最近做出了惊人的声明，表示公司计划在今年、明年及以后将 “50% 或更多的自由现金流返还给我们的股东。”</p>
</div><p>That signals Nvidia's plans to return substantial capital to shareholders through dividends and share buybacks -- yet another positive signal.</p>
<div class="lb-trans"><p>这表明 Nvidia 计划通过股息和股票回购向股东返还大量资本——又一个积极信号。</p>
</div><h2>Wall Street's unequivocal endorsement</h2>
<div class="lb-trans"><h2>华尔街的明确支持</h2>
</div><p>Wall Street analysts are known for their diverse opinions, so when they agree on something, it's noteworthy. To wit, of the 62 analysts who issued an opinion in June, 95% rate Nvidia a buy or strong buy, and none recommend selling. Furthermore, the average price target on the stock is $299, suggesting 48% upside (as I write this).</p>
<div class="lb-trans"><p>华尔街分析师以其多样化的观点而闻名，因此当他们在某件事情上达成一致时，值得注意。举例来说，在 6 月发布意见的 62 位分析师中，95% 将 Nvidia 评为买入或强烈买入，没有人建议卖出。此外，该股的平均目标价为 299 美元，暗示有 48% 的上涨空间（在我写这篇文章时）。</p>
</div><p>Baird analyst Tristan Gerra is much more bullish than her Wall Street colleagues, with a price target of $500 -- suggesting potential upside of 147%. The analyst notes that Nvidia is &#34;gaining market share in inferencing and at hyperscalers,&#34; while suggesting that sales of Vera Rubin chips could outperform those of the highly successful Blackwell processor. He also sees Nvidia's entry into the CPU market as a $200 billion opportunity that isn't factored into Wall Street's current models.</p>
<div class="lb-trans"><p>Baird 分析师 Tristan Gerra 的看法比华尔街同事更为乐观，目标价为 500 美元——暗示潜在上涨 147%。该分析师指出，Nvidia 在推理和超大规模计算中 “正在获得市场份额”，同时建议 Vera Rubin 芯片的销售可能会超过非常成功的 Blackwell 处理器。他还认为 Nvidia 进入 CPU 市场是一个 2000 亿美元的机会，而这一点尚未被华尔街的当前模型考虑在内。</p>
</div><p>Wall Street seems to concur that Nvidia has further to run.</p>
<div class="lb-trans"><p>华尔街似乎一致认为 Nvidia 还有进一步上涨的空间。</p>
</div><h2>Is the stock a buy?</h2>
<div class="lb-trans"><h2>这只股票值得买吗？</h2>
</div><p>The final piece of evidence is its valuation. Nvidia stock is currently selling for 31 times earnings and 23 times forward earnings. That's an incredibly compelling valuation for a company executing at such a high level and positioned at the forefront of the AI revolution.</p>
<div class="lb-trans"><p>最后一项证据是其估值。Nvidia 股票目前的市盈率为 31 倍，未来市盈率为 23 倍。这对于一家在如此高水平上执行并处于 AI 革命前沿的公司来说，估值极具吸引力。</p>
</div><p>Add to that the company's accelerating sales, robust forecast, increasing capital returns, and a bullish endorsement from Wall Street, and the evidence is clear.</p>
<div class="lb-trans"><p>再加上公司的销售加速、强劲的预测、不断增加的资本回报以及华尔街的乐观支持，证据显而易见。</p>
</div><p>Nvidia stock is a buy.</p>
<div class="lb-trans"><p>Nvidia 股票是一个值得购买的选择。</p>
</div>

Should You Buy Nvidia Stock Right Now? A Compelling Answer Is Hiding in Plain Sight.

- 英伟达的财报显示，Q1 收入达 816 亿美元，同比增长 85%。  
- 预计第二季度收入将达 910 亿美元，年增 95%。  
- 大多数分析师一致认为，英伟达股票具备买入机会。

Motley Fool

ProShares Ultra NVDA

REX NVDA Growth & Income ETF

2 倍做空 NVDA ETF - T-Rex

2 倍做多英伟达 ETF - Direxion

1.5 倍做空英伟达 ETF - Tradr

2 倍做多 NVDA ETF - T-Rex

2 倍做多英伟达 ETF - GraniteShares

南方两倍做空英伟达

1 倍做空英伟达 ETF - Direxion

英伟达期权收益策略 ETF - YieldMax

南方两倍做多英伟达

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

NVDA 期权收益策略 ETF - YieldMax

XI二南英伟-U

2 倍做多 MAG7 指数 ETF - Roundhill

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

标普 500 指数

纳斯达克综合指数

NVIDIA Corporation

你现在是否应该购买英伟达的股票？一个引人注目的答案显而易见