<p><strong>英偉達</strong>(NVDA 4.93%) 股票在週一早晨創下歷史新高，擺脱了 12 月中旬的低迷，最高上漲了 5.3%。截至東部時間下午 1:19，該股票仍上漲 4.7%。</p>
<p>有幾個因素推動了這家人工智能（AI）芯片製造商的股價上漲，股東們熱切期待公司明星首席執行官的最新動態。</p>
<h2>CES 開幕</h2>
<p>CES 是全球最大的科技聚焦活動之一。這個年度貿易展匯聚了許多最新的技術發展，並展示了一些行業內最大的名字。英偉達首席執行官黃仁勳定於週一晚上開幕，發表備受期待的主題演講。黃預計將提供關於人工智能採用狀態和英偉達最近發佈的 Blackwell 處理器需求的見解，並可能提供有關其即將推出的 Rubin 平台的細節。還有傳言稱黃可能會宣佈開發以人工智能為中心的 CPU。</p>
<p>儘管對黃的出席感到興奮，英偉達的股東還有其他理由感到樂觀。全球電子公司 <strong>鴻海精密工業</strong>，更常被稱為富士康，昨天宣佈，強勁的人工智能服務器需求推動了創紀錄的第四季度業績，管理層預計其增長勢頭將持續到第一季度。英偉達為富士康提供了許多用於其雲和網絡設備中人工智能的圖形處理單元（GPU），這對這家芯片製造商來説是個好兆頭。</p>
<h2>在新歷史高點附近，英偉達股票值得購買嗎？</h2>
<p>證據表明，人工智能的採用仍處於早期階段，而英偉達在這一領域扮演着關鍵角色。雖然以 59 倍的市盈率看起來似乎很貴，但展望未來，英偉達的市盈率僅為明年預期收益的 34 倍，這個倍數更為合理。此外，在過去 10 年中，英偉達的平均市盈率為 59 倍，這表明從歷史角度來看，該股票並不算真的那麼貴。</p>
<p>根據四大會計師事務所 PwC 的預測，人工智能市場預計到 2030 年將達到 15.7 萬億美元，這也表明 “人工智能仍處於非常早期的階段。”</p>
<p>鑑於其在人工智能進步中的關鍵角色，我認為英偉達股票值得購買。</p>

英偉達

<p>英偉達的股票創下歷史新高，因市場期待首席執行官黃仁勳在 CES 上的主題演講而上漲了 5.3%。此次活動預計將重點介紹人工智能的應用和新產品的開發。此外，富士康報告了對人工智能服務器的強勁需求，這使得供應這些設備 GPU 的英偉達受益。儘管市盈率較高，但英偉達的歷史估值表明，隨着人工智能市場預計到 2030 年將顯著增長，它仍然是一個可行的投資選擇</p>

<p><strong>Nvidia</strong>(NVDA 4.93%) stock hit a new all-time high Monday morning, shaking off its mid-December slump and jumping as much as 5.3%. As of 1:19 p.m. ET, the stock was still up 4.7%.</p>
<div class="lb-trans"><p><strong>英偉達</strong>(NVDA 4.93%) 股票在週一早晨創下歷史新高，擺脱了 12 月中旬的低迷，最高上漲了 5.3%。截至東部時間下午 1:19，該股票仍上漲 4.7%。</p>
</div><p>There were a couple of developments that sent the artificial intelligence (AI) chipmaker higher, as shareholders eagerly await an update from the company's rock star CEO.</p>
<div class="lb-trans"><p>有幾個因素推動了這家人工智能（AI）芯片製造商的股價上漲，股東們熱切期待公司明星首席執行官的最新動態。</p>
</div><h2>Kicking off CES</h2>
<div class="lb-trans"><h2>CES 開幕</h2>
</div><p>CES is one of the biggest tech-focused events in the world. The annual trade show brings together many of the latest developments in technology and features some of the industry's biggest names. Nvidia CEO Jensen Huang is scheduled to kick off the event Monday evening by delivering the highly anticipated keynote address. Huang is expected to provide insight into the state of AI adoption and demand for Nvidia's recently released Blackwell processors, and potentially provide details about its upcoming Rubin platform. There are also rumors Huang could announce the development of an AI-centric CPU.</p>
<div class="lb-trans"><p>CES 是全球最大的科技聚焦活動之一。這個年度貿易展匯聚了許多最新的技術發展，並展示了一些行業內最大的名字。英偉達首席執行官黃仁勳定於週一晚上開幕，發表備受期待的主題演講。黃預計將提供關於人工智能採用狀態和英偉達最近發佈的 Blackwell 處理器需求的見解，並可能提供有關其即將推出的 Rubin 平台的細節。還有傳言稱黃可能會宣佈開發以人工智能為中心的 CPU。</p>
</div><p>Excitement about Huang's appearance notwithstanding, Nvidia shareholders had other reasons to be enthusiastic. Global electronics company <strong>Hon Hai Precision Industry</strong>, more commonly referred to as Foxconn, announced yesterday that robust demand for AI-centric servers fueled record fourth-quarter results and management expects its growth spurt to continue into the first quarter. Nvidia supplies Foxconn with many of the graphics processing units (GPUs) used to power AI in its cloud and networking devices, which bodes well for the chipmaker.</p>
<div class="lb-trans"><p>儘管對黃的出席感到興奮，英偉達的股東還有其他理由感到樂觀。全球電子公司 <strong>鴻海精密工業</strong>，更常被稱為富士康，昨天宣佈，強勁的人工智能服務器需求推動了創紀錄的第四季度業績，管理層預計其增長勢頭將持續到第一季度。英偉達為富士康提供了許多用於其雲和網絡設備中人工智能的圖形處理單元（GPU），這對這家芯片製造商來説是個好兆頭。</p>
</div><h2>Is Nvidia stock a buy near a new all-time high?</h2>
<div class="lb-trans"><h2>在新歷史高點附近，英偉達股票值得購買嗎？</h2>
</div><p>The evidence suggests that the adoption of AI is still in the early stages and Nvidia is a pivotal player in the space. It might seem expensive at 59 times earnings, but looking ahead, Nvidia is selling for just 34 times next year's expected earnings, a much more palatable multiple. Furthermore, for the past 10 years, Nvidia has traded for 59 times earnings on average, which suggests that the stock isn't really that expensive from a historical perspective.</p>
<div class="lb-trans"><p>證據表明，人工智能的採用仍處於早期階段，而英偉達在這一領域扮演着關鍵角色。雖然以 59 倍的市盈率看起來似乎很貴，但展望未來，英偉達的市盈率僅為明年預期收益的 34 倍，這個倍數更為合理。此外，在過去 10 年中，英偉達的平均市盈率為 59 倍，這表明從歷史角度來看，該股票並不算真的那麼貴。</p>
</div><p>The AI market is expected to be worth as much as $15.7 trillion by 2030, according to Big Four accounting firm PwC, which also suggests that &#34;AI is still at a very early stage.&#34;</p>
<div class="lb-trans"><p>根據四大會計師事務所 PwC 的預測，人工智能市場預計到 2030 年將達到 15.7 萬億美元，這也表明 “人工智能仍處於非常早期的階段。”</p>
</div><p>Given its critical role in the advances in AI, I'd say that makes Nvidia stock a buy.</p>
<div class="lb-trans"><p>鑑於其在人工智能進步中的關鍵角色，我認為英偉達股票值得購買。</p>
</div>

Why Nvidia Stock Rallied to a Record High Monday Morning

- Nvidia 股票創下歷史新高，漲幅達 5.3%。  
- CEO 黃仁勳將在 CES 上發表重要演講，預計將討論 AI 需求和新產品。  
- Foxconn 報告 AI 服務器需求強勁，利好 Nvidia 的未來增長。  

為什麼英偉達股票在週一早晨飆升至歷史新高