<p>市場關注的重點現在主要集中在科技行業，特別是與人工智能相關的股票，以及其在全球經濟中快速普及和擴張。當描述這種環境時，一個股票應該會浮現在腦海中，那就是 <strong>英偉達公司（NVIDIA Co. NASDAQ: NVDA）</strong>，這家公司在本季度曾一度成為市值最高的公司，達到了 3.3 萬億美元。</p>
<p>然而，華爾街似乎正在從英偉達的炒作中轉移目光，轉向半導體行業中其他關鍵公司，這些公司在推動人工智能發展議程方面投入了大量資金。投資者可以通過避開湧向英偉達的羣眾，即使是在創歷史新高時，看到更多增長、更便宜的估值和更大的上行空間。</p>
<p>這些股票包括 <strong>Allegro Microsystems Inc.（NASDAQ: ALGM）</strong> 和 <strong>Synaptics Inc.（NASDAQ: SYNA）</strong>。今天，投資者將關注市場通常關注的兩個廣泛關注的指標，以選擇懲罰或獎勵哪些公司。開始的最佳方式是評估半導體之王英偉達今天的處境。</p>
<h2><strong>潮流轉變：英偉達股票的意外變化</strong></h2>
<p>英偉達股票過去一年在股市中表現第二好，表現出色，漲幅達 154%。這是當之無愧的，因為大部分人工智能支出預算都流向了這家公司領先的半導體技術。然而，這個行業的限制在於週期性。</p>
<p>芯片行業的週期性比大多數人意識到的要強，支出和發展處於週期的兩端。英偉達在宣佈新芯片之前主導了發展週期，這啓動了來自其客户（如 <strong>蘋果公司（NASDAQ: AAPL）</strong> 等）的支出週期。這種新支出使股價達到了創紀錄的估值。</p>
<p>但現在發展週期又回來了，華爾街知道派對可能即將結束。新街分析師皮埃爾·費拉古（Pierre Ferragu）剛剛將英偉達的評級從買入調降為中性，稱股價在當前估值下已成為一個問題，他並沒有錯。</p>
<p>估值倍數通常是由每股收益（EPS）增長率所支持和證實的，而英偉達過去曾有很高的 EPS 增長率。今天，英偉達分析師預計未來 12 個月的 EPS 增長率僅為 25.3%，雖然仍然很高，但不及 <strong>博通公司（NASDAQ: AVGO）</strong> 及其 32.4% 的預期。</p>
<p>市場為英偉達的 25.3% EPS 增長付出了 37.3 倍的前瞻市盈率。以此增長和倍數作為基準，Synaptics 和 Allegro Microsystems 看起來更划算。</p>
<h2><strong>Synaptics 股票：機構投資者的首選</strong></h2>
<p>在過去的 12 個月裏，高達 4.424 億美元的機構資金流入了 Synaptics 股票，將其機構持股比率提高到了 99.4%。這種高機構認可度是對那些希望從英偉達分散投資的人的信心投票。</p>
<p>當然，這種購買是由同樣的指標所證明的，這些指標讓費拉古遠離了英偉達。Susquehanna 的人看到每股 135 美元的估值，挑戰 Synaptics 股票從今天的交易水平上漲 55.3%，這只是其 52 周高位水平的 72%。</p>
<p>支持這些價格目標的是對今年高達 70.8% 的 EPS 增長的預測，幾乎是英偉達的三倍。儘管這家公司的增長預期比英偉達更為激進，但其估值要低得多；以 23.2 倍的前瞻市盈率，Synaptics 比英偉達的 37.3 倍估值折讓了 37.8%。</p>
<p>從市淨率（P/B）的角度來看，折讓幅度甚至太大，無法用百分比來表示。今天，英偉達的市淨率為 61.8 倍，而 Synaptics 的市淨率僅為 2.8 倍。</p>
<h2><strong>Allegro Microsystems 股票：具有不可抗拒增長的折扣寶石</strong></h2>
<p>這隻股票僅交易於其 52 周高位的 58%，這使其成為市場今天不容錯過的折扣。華爾街預測未來 12 個月的 EPS 增長率將超過 160%，遠高於看漲者現在對英偉達股票的預期。</p>
<p>從邏輯上講，這隻股票應該因其預期增長而獲得溢價估值。然而，情況並非如此，因為它比英偉達更不受歡迎。Allegro Microsystems 的前瞻市盈率為 27.2 倍，比英偉達今天的 37.3 倍估值折讓了 27.1%。</p>
<p>知道這隻股票存在增長與價值的背離後，先鋒集團截至 2024 年 5 月將其在 Allegro Microsystems 股票中的持股增加了 13.5%，這將資產管理者的淨投資增至 2.265 億美元。</p>
<p>與 Synaptics 一樣，Allegro Microsystems 的市淨率遠低於英偉達，相差 4.8 倍與 61.8 倍。投資者現在需要做功課，弄清楚那位預測英偉達頂峯的分析師是否正確，以及這兩隻股票是否值得在資金流出英偉達時轉向它們。</p>
<p>→ 紅色警報：你的資金消失了 - 銀行的貪婪釋放！（來自 Priority Gold）（廣告）</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD04NTM2?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://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD04NTM2"/></p>
<h2>現在是否值得投資 1000 美元購買蘋果股票？</h2>
<p>在考慮蘋果股票之前，您可能希望聽聽這個。</p>
<p>MarketBeat 每天跟蹤華爾街評級最高、表現最佳的研究分析師以及他們向客户推薦的股票。MarketBeat 已經確定了五隻頂級分析師悄悄告訴客户在更廣泛市場注意之前購買的股票...而蘋果不在這份名單上。</p>
<p>雖然蘋果目前在分析師中有 “中等買入” 評級，但頂級分析師認為這五隻股票是更好的選擇。</p>
<p>查看這五隻股票</p>

英偉達

半導體 3 倍做多 - Direxion

<p>兩家半導體公司，Allegro Microsystems Inc. (ALGM) 和 Synaptics Inc. (SYNA)，相較於 NVIDIA (NVDA) 更受投資者青睞。儘管 NVIDIA 的表現強勁，但其當前估值和預期每股收益增長引發了擔憂。相比之下，Synaptics 和 Allegro Microsystems 提供了更具吸引力的估值和更高的增長率。Synaptics 獲得了較高的機構認可，並預計其每股收益增長率可達 70.8%。Allegro Microsystems 價格折讓，並預計未來 12 個月的每股收益增長率將超過 160%</p>

<p>The lion's share of market attention is now mainly concentrated in the technology sector, particularly around stocks related to artificial intelligence and its quick rise to adoption and expansion in the global economy. One stock should come to mind when this environment is described, and that is <strong>NVIDIA Co. NASDAQ: NVDA</strong>, a company that briefly became the most valuable company at $3.3 trillion this quarter.</p>
<div class="lb-trans"><p>市場關注的重點現在主要集中在科技行業，特別是與人工智能相關的股票，以及其在全球經濟中快速普及和擴張。當描述這種環境時，一個股票應該會浮現在腦海中，那就是 <strong>英偉達公司（NVIDIA Co. NASDAQ: NVDA）</strong>，這家公司在本季度曾一度成為市值最高的公司，達到了 3.3 萬億美元。</p>
</div><p>However, Wall Street seems to be shifting away from NVIDIA's hype and into other crucial companies in the semiconductor industry that are heavily invested in pushing the artificial intelligence development agenda throughout the global economy. Investors can see more growth, a cheaper valuation, and more upside by avoiding the masses headed to NVIDIA, even at all-time highs.</p>
<div class="lb-trans"><p>然而，華爾街似乎正在從英偉達的炒作中轉移目光，轉向半導體行業中其他關鍵公司，這些公司在推動人工智能發展議程方面投入了大量資金。投資者可以通過避開湧向英偉達的羣眾，即使是在創歷史新高時，看到更多增長、更便宜的估值和更大的上行空間。</p>
</div><p>These stocks include <strong>Allegro Microsystems Inc. NASDAQ: ALGM</strong> and <strong>Synaptics Inc. NASDAQ: SYNA</strong>. Today, investors will focus on two widely followed metrics that the market typically pays attention to when choosing which companies to punish or reward. What better way to start than by gauging where the king of semiconductors, NVIDIA, stands today?</p>
<div class="lb-trans"><p>這些股票包括 <strong>Allegro Microsystems Inc.（NASDAQ: ALGM）</strong> 和 <strong>Synaptics Inc.（NASDAQ: SYNA）</strong>。今天，投資者將關注市場通常關注的兩個廣泛關注的指標，以選擇懲罰或獎勵哪些公司。開始的最佳方式是評估半導體之王英偉達今天的處境。</p>
</div><h2><strong>The Tide Shifts: Unexpected Changes for NVIDIA Stock</strong></h2>
<div class="lb-trans"><h2><strong>潮流轉變：英偉達股票的意外變化</strong></h2>
</div><p>NVIDIA stock has been the second-best performer in the stock market for the past year, pushing out a stellar 154% performance. This is well deserved, as most of the artificial intelligence spending budget went to this company’s leading semiconductor technology. The caveat to this industry, though, is cyclicality.</p>
<div class="lb-trans"><p>英偉達股票過去一年在股市中表現第二好，表現出色，漲幅達 154%。這是當之無愧的，因為大部分人工智能支出預算都流向了這家公司領先的半導體技術。然而，這個行業的限制在於週期性。</p>
</div><p>The chips industry is more cyclical than most realize, as spending and development are the opposite ends of the cycle. NVIDIA dominated the development cycle before announcing its new chips, which started the spending cycle from its customers, such as <strong>Apple Inc. NASDAQ: AAPL</strong> and others. This new spending sent the stock into a record valuation.</p>
<div class="lb-trans"><p>芯片行業的週期性比大多數人意識到的要強，支出和發展處於週期的兩端。英偉達在宣佈新芯片之前主導了發展週期，這啓動了來自其客户（如 <strong>蘋果公司（NASDAQ: AAPL）</strong> 等）的支出週期。這種新支出使股價達到了創紀錄的估值。</p>
</div><p>But now the development cycle is back, and Wall Street knows that the party could be about to wrap up for NVIDIA stock. New Street analyst Pierre Ferragu just rated NVIDIA as neutral, down from a buy, quoting that the stock is now a concern at its current valuations, and he’s not wrong.</p>
<div class="lb-trans"><p>但現在發展週期又回來了，華爾街知道派對可能即將結束。新街分析師皮埃爾·費拉古（Pierre Ferragu）剛剛將英偉達的評級從買入調降為中性，稱股價在當前估值下已成為一個問題，他並沒有錯。</p>
</div><p>Valuation multiples are typically justified and backed by earnings per share (EPS) growth rates, which NVIDIA used to have a lot of. Today, NVIDIA analysts expect to see only 25.3% EPS growth for the next 12 months, which, while still high, is not the same as <strong>Broadcom Inc. NASDAQ: AVGO</strong> and its 32.4% projection.</p>
<div class="lb-trans"><p>估值倍數通常是由每股收益（EPS）增長率所支持和證實的，而英偉達過去曾有很高的 EPS 增長率。今天，英偉達分析師預計未來 12 個月的 EPS 增長率僅為 25.3%，雖然仍然很高，但不及 <strong>博通公司（NASDAQ: AVGO）</strong> 及其 32.4% 的預期。</p>
</div><p>The market is paying 37.3x forward P/E for NVIDIA’s 25.3% EPS growth. Using this growth and multiple as a benchmark, Synaptics and Allegro Microsystems look like a much better deal.</p>
<div class="lb-trans"><p>市場為英偉達的 25.3% EPS 增長付出了 37.3 倍的前瞻市盈率。以此增長和倍數作為基準，Synaptics 和 Allegro Microsystems 看起來更划算。</p>
</div><h2><strong>Synaptics Stock: The Favorite Pick for Institutional Investors</strong></h2>
<div class="lb-trans"><h2><strong>Synaptics 股票：機構投資者的首選</strong></h2>
</div><p>Over the past 12 months, up to $442.4 million of institutional capital flowed into Synaptics stock, increasing its institutional ownership rate to 99.4%. This high institutional approval is a vote of confidence for those looking to diversify away from NVIDIA.</p>
<div class="lb-trans"><p>在過去的 12 個月裏，高達 4.424 億美元的機構資金流入了 Synaptics 股票，將其機構持股比率提高到了 99.4%。這種高機構認可度是對那些希望從英偉達分散投資的人的信心投票。</p>
</div><p>Of course, this buying is justified by the same metrics that drew Ferragu away from NVIDIA. Those at Susquehanna see a valuation of $135 a share, daring Synaptics stock to rally by 55.3% from where it trades today, which is only 72% of its 52-week high level.</p>
<div class="lb-trans"><p>當然，這種購買是由同樣的指標所證明的，這些指標讓費拉古遠離了英偉達。Susquehanna 的人看到每股 135 美元的估值，挑戰 Synaptics 股票從今天的交易水平上漲 55.3%，這只是其 52 周高位水平的 72%。</p>
</div><p>Backing these price targets is the forecast for up to 70.8% EPS growth for the year, almost three times as much as NVIDIA. Even though this company is set to grow more aggressively than NVIDIA, its valuations are much lower; at a 23.2x forward P/E, Synaptics offers a discount of 37.8% from NVIDIA’s 37.3x valuation.</p>
<div class="lb-trans"><p>支持這些價格目標的是對今年高達 70.8% 的 EPS 增長的預測，幾乎是英偉達的三倍。儘管這家公司的增長預期比英偉達更為激進，但其估值要低得多；以 23.2 倍的前瞻市盈率，Synaptics 比英偉達的 37.3 倍估值折讓了 37.8%。</p>
</div><p>On a price-to-book (P/B) basis, the discount becomes too big to even put into percentage terms. Today, NVIDIA trades at 61.8x P/B, while Synaptics only trades for 2.8x P/B.</p>
<div class="lb-trans"><p>從市淨率（P/B）的角度來看，折讓幅度甚至太大，無法用百分比來表示。今天，英偉達的市淨率為 61.8 倍，而 Synaptics 的市淨率僅為 2.8 倍。</p>
</div><h2><strong>Allegro Microsystems Stock: A Discounted Gem with Irresistible Growth</strong></h2>
<div class="lb-trans"><h2><strong>Allegro Microsystems 股票：具有不可抗拒增長的折扣寶石</strong></h2>
</div><p>This stock only trades at 58% of its 52-week high, making it a discount that markets should not miss today. Wall Street forecasts EPS growth of over 160% for the next 12 months, multiples higher than what bulls now expect from NVIDIA stock.</p>
<div class="lb-trans"><p>這隻股票僅交易於其 52 周高位的 58%，這使其成為市場今天不容錯過的折扣。華爾街預測未來 12 個月的 EPS 增長率將超過 160%，遠高於看漲者現在對英偉達股票的預期。</p>
</div><p>Logically, this stock should command a premium valuation due to its expected growth. However, that's not the case because it is less popular than NVIDIA. Allegro Microsystems trades at a 27.2x forward P/E multiple, which offers a discount of 27.1% from NVIDIA's 37.3x valuation today.</p>
<div class="lb-trans"><p>從邏輯上講，這隻股票應該因其預期增長而獲得溢價估值。然而，情況並非如此，因為它比英偉達更不受歡迎。Allegro Microsystems 的前瞻市盈率為 27.2 倍，比英偉達今天的 37.3 倍估值折讓了 27.1%。</p>
</div><p>Knowing there is a growth-to-value divergence in this stock, Vanguard Group boosted its stake in Allegro Microsystems stock by as much as 13.5% as of May 2024. This push brought the asset manager's net investment to $226.5 million today.</p>
<div class="lb-trans"><p>知道這隻股票存在增長與價值的背離後，先鋒集團截至 2024 年 5 月將其在 Allegro Microsystems 股票中的持股增加了 13.5%，這將資產管理者的淨投資增至 2.265 億美元。</p>
</div><p>Like Synaptics, Allegro Microsystems trades at a much lower P/B than NVIDIA, a spread of 4.8x versus 61.8x. Investors now have the homework of figuring out whether the analyst that called the NVIDIA top is correct and whether these two stocks are worthy of a rotation into them if and when capital goes out of NVIDIA.</p>
<div class="lb-trans"><p>與 Synaptics 一樣，Allegro Microsystems 的市淨率遠低於英偉達，相差 4.8 倍與 61.8 倍。投資者現在需要做功課，弄清楚那位預測英偉達頂峯的分析師是否正確，以及這兩隻股票是否值得在資金流出英偉達時轉向它們。</p>
</div><p>→ Red Alert: Your Money's Disappearance Act - Banks' Greed Unleashed! (From Priority Gold)(Ad)</p>
<div class="lb-trans"><p>→ 紅色警報：你的資金消失了 - 銀行的貪婪釋放！（來自 Priority Gold）（廣告）</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD04NTM2" alt="" original-src="https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=8536&amp;Placement=NativeDisplay&amp;Source=NativeDisplay"/></p>
<h2>Should you invest $1,000 in Apple right now?</h2>
<div class="lb-trans"><h2>現在是否值得投資 1000 美元購買蘋果股票？</h2>
</div><p>Before you consider Apple, you'll want to hear this.</p>
<div class="lb-trans"><p>在考慮蘋果股票之前，您可能希望聽聽這個。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Apple wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟蹤華爾街評級最高、表現最佳的研究分析師以及他們向客户推薦的股票。MarketBeat 已經確定了五隻頂級分析師悄悄告訴客户在更廣泛市場注意之前購買的股票...而蘋果不在這份名單上。</p>
</div><p>While Apple currently has a &#34;Moderate Buy&#34; rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>雖然蘋果目前在分析師中有 “中等買入” 評級，但頂級分析師認為這五隻股票是更好的選擇。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>查看這五隻股票</p>
</div>

比 NVIDIA 更好的兩隻頂級半導體股票，今天值得關注