<p><strong>英偉達</strong>(NVDA 0.55%) 的股票在今天的交易中持續上漲。截至東部時間下午 3:15，該公司的股價上漲了 1.3%，在當天的交易中曾上漲高達 4.8%。與此同時，<strong>標準普爾 500 指數</strong>(^GSPC -1.69%) 下跌了 1.5%，<strong>納斯達克綜合指數</strong>(^IXIC -2.37%) 下跌了 1.9%，這主要是由於美聯儲主席傑羅姆·鮑威爾發表的鷹派言論與降息相關。</p>
<h2>多重上漲催化劑</h2>
<p>英偉達的股票因多重催化劑而上漲。TrendForce 今天發佈了一份新報告，分析了這家人工智能（AI）領導者下一代 Blackwell 處理器的生產前景。TrendForce 預計，該公司的 GB200 處理器的生產將迅速增加，並在明年第二和第三季度達到峯值產量。新芯片的生產迄今為止基本上按預期進行，這對英偉達及其投資者來説是個好消息。</p>
<p>英偉達的股票可能還受到《金融時報》新報告的提振，該報告指出，<strong>微軟</strong> 今年購買的英偉達芯片數量是該公司第二大客户 <strong>Meta Platforms</strong> 的兩倍多。這可能表明 Meta 和其他大型科技公司在 AI 基礎設施方面仍有大量投資空間。此外，英偉達宣佈推出 Jetson Orin Nano 超級開發者套件，這是一款面向愛好者和學生的新型生成式 AI 處理器，售價為 249 美元。</p>
<h2>英偉達股票值得購買嗎？</h2>
<p>英偉達的股票今年表現火熱，累計上漲約 167%。儘管其股價較歷史最高點下跌約 11%，但該公司的估值仍高度依賴於增長，是一個高風險、高回報的投資候選。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/18a82fbeb30c832f9a440ff15b31397b.png?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://media.ycharts.com/charts/18a82fbeb30c832f9a440ff15b31397b.png"/></p>
<p>NVDA 市盈率（前瞻性）數據來自 YCharts</p>
<p>以大約 45 倍的預期收益進行估值，英偉達的股價中已經包含了一些強勁的未來表現。另一方面，該公司銷售和收益的增長速度非常快，令人印象深刻的勢頭似乎將繼續保持。</p>
<p>該股票目前的前瞻性市盈率增長（PEG）比率約為 0.3。與此同時，PEG 比率低於 1 通常被視為公司被低估的指標，因為其收益增長速度快於相應的估值增長。</p>
<p>鑑於英偉達在先進 AI 應用處理器領域的主導地位，該股票在今天的價格下仍然對風險承受能力強的投資者來説是一個值得購買的選擇。儘管業務無疑會經歷一些週期性需求變化，從而影響銷售和收益表現，但有充分理由認為對 AI 基礎設施的投資仍處於其長期軌跡的早期階段。</p>

英偉達

<p>儘管整體市場出現拋售，英偉達的股票仍在上漲，今天上漲了 1.3%。主要因素包括關於其下一代 Blackwell 處理器的積極報告以及微軟增加的芯片採購。儘管英偉達的股票今年已飆升 167%，但其仍然是一項高風險投資，前瞻市盈率為 45。分析師建議，考慮到其 PEG 比率為 0.3，英偉達可能仍被低估，這表明其在人工智能基礎設施方面具有強勁的增長潛力。風險承受能力較強的投資者可能會發現，在當前價格下，英偉達是一個值得購買的選擇</p>

<p><strong>Nvidia</strong>(NVDA 0.55%) stock is climbing higher in today's trading. The company's share price was up 1.3% as of 3:15 p.m. ET, and had been up as much as 4.8% earlier in the day's trading. Meanwhile, the <strong>S&amp;P 500</strong>(^GSPC -1.69%) was down 1.5%, and the <strong>Nasdaq Composite</strong>(^IXIC -2.37%) was down 1.9% due to hawkish comments from Federal Reserve chairman Jerome Powell that were delivered in conjunction with an interest rate cut.</p>
<div class="lb-trans"><p><strong>英偉達</strong>(NVDA 0.55%) 的股票在今天的交易中持續上漲。截至東部時間下午 3:15，該公司的股價上漲了 1.3%，在當天的交易中曾上漲高達 4.8%。與此同時，<strong>標準普爾 500 指數</strong>(^GSPC -1.69%) 下跌了 1.5%，<strong>納斯達克綜合指數</strong>(^IXIC -2.37%) 下跌了 1.9%，這主要是由於美聯儲主席傑羅姆·鮑威爾發表的鷹派言論與降息相關。</p>
</div><h2>Multiple upward catalysts</h2>
<div class="lb-trans"><h2>多重上漲催化劑</h2>
</div><p>Nvidia stock is gaining thanks to multiple catalysts today. TrendForce published a new report today analyzing the production outlook for the artificial intelligence (AI) leader's next-generation Blackwell processors. TrendForce expects production of the company's GB200 processors to ramp rapidly and hit peak output in the second and third quarters of next year. Production of the new chips has largely gone as expected so far, and that's a good thing for Nvidia and its investors.</p>
<div class="lb-trans"><p>英偉達的股票因多重催化劑而上漲。TrendForce 今天發佈了一份新報告，分析了這家人工智能（AI）領導者下一代 Blackwell 處理器的生產前景。TrendForce 預計，該公司的 GB200 處理器的生產將迅速增加，並在明年第二和第三季度達到峯值產量。新芯片的生產迄今為止基本上按預期進行，這對英偉達及其投資者來説是個好消息。</p>
</div><p>Nvidia stock may have also gotten a boost from a new report from <em>The Financial Times</em> indicating that <strong>Microsoft</strong> has purchased more than twice as many of the AI processing leader's chips this year than the company's second-largest customer, which is <strong>Meta Platforms</strong>. This could signal that Meta and other large tech companies still have plenty of investing to do when it comes to AI infrastructure. Additionally, Nvidia announced the Jetson Orin Nano Super Developer Kit, a new generative AI processor for hobbyists and students priced at $249.</p>
<div class="lb-trans"><p>英偉達的股票可能還受到《金融時報》新報告的提振，該報告指出，<strong>微軟</strong> 今年購買的英偉達芯片數量是該公司第二大客户 <strong>Meta Platforms</strong> 的兩倍多。這可能表明 Meta 和其他大型科技公司在 AI 基礎設施方面仍有大量投資空間。此外，英偉達宣佈推出 Jetson Orin Nano 超級開發者套件，這是一款面向愛好者和學生的新型生成式 AI 處理器，售價為 249 美元。</p>
</div><h2>Is Nvidia stock a buy?</h2>
<div class="lb-trans"><h2>英偉達股票值得購買嗎？</h2>
</div><p>Nvidia stock has been red hot this year and risen roughly 167% across the stretch. While its share price is down roughly 11% from its all-time high, the company still has a highly growth-dependent valuation and is a high-risk, high-reward investment candidate.</p>
<div class="lb-trans"><p>英偉達的股票今年表現火熱，累計上漲約 167%。儘管其股價較歷史最高點下跌約 11%，但該公司的估值仍高度依賴於增長，是一個高風險、高回報的投資候選。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/18a82fbeb30c832f9a440ff15b31397b.png" alt="" original-src="https://media.ycharts.com/charts/18a82fbeb30c832f9a440ff15b31397b.png"/></p>
<p>NVDA PE Ratio (Forward) data by YCharts</p>
<div class="lb-trans"><p>NVDA 市盈率（前瞻性）數據來自 YCharts</p>
</div><p>Valued at roughly 45 times this year's expected earnings, some strong future performance is already baked into Nvidia's share price. On the other hand, the company has been growing sales and earnings at a breakneck pace -- and impressive momentum looks poised to continue.</p>
<div class="lb-trans"><p>以大約 45 倍的預期收益進行估值，英偉達的股價中已經包含了一些強勁的未來表現。另一方面，該公司銷售和收益的增長速度非常快，令人印象深刻的勢頭似乎將繼續保持。</p>
</div><p>The stock currently has a forward price-to-earnings-growth (PEG) ratio of roughly 0.3. Meanwhile, a PEG ratio of less than 1 is often taken to be an indicator that a company is undervalued because its earnings have been expanding at a rate faster than corresponding increases for its valuation.</p>
<div class="lb-trans"><p>該股票目前的前瞻性市盈率增長（PEG）比率約為 0.3。與此同時，PEG 比率低於 1 通常被視為公司被低估的指標，因為其收益增長速度快於相應的估值增長。</p>
</div><p>Given Nvidia's dominant position in processors for advanced AI applications, the stock still looks like a worthwhile buy for risk-tolerant investors at today's prices. While the business will undoubtedly see some cyclical demand shifts that shape sales and earnings performance, there are good reasons to think that investment in AI infrastructure is still in the very early innings of its long-term trajectory.</p>
<div class="lb-trans"><p>鑑於英偉達在先進 AI 應用處理器領域的主導地位，該股票在今天的價格下仍然對風險承受能力強的投資者來説是一個值得購買的選擇。儘管業務無疑會經歷一些週期性需求變化，從而影響銷售和收益表現，但有充分理由認為對 AI 基礎設施的投資仍處於其長期軌跡的早期階段。</p>
</div>

Nvidia Is Gaining Today Despite Big Sell-Offs for the S&P 500 -- Is It Time to Buy the Artificial Intelligence (AI) Stock?

- Nvidia 股票在今日交易中上漲 1.3%，早盤一度上漲 4.8%。  
- 受多重利好因素推動，TrendForce 預計其新一代處理器生產將快速增長。  
- Nvidia 仍被視為高風險高回報的投資選擇，適合風險承受能力強的投資者。

儘管標普 500 指數大幅拋售，英偉達今天仍在上漲——現在是購買這隻人工智能（AI）股票的好時機嗎？