<p><strong>英偉達</strong>(NVDA -8.14%) 的股價在交易周開始時再次下跌，截至週一東部時間下午 3:15，跌幅接近 9%。</p>
<p>作為人工智能（AI）先進芯片和軟件架構的領導者，英偉達上週發佈了另一份強勁的季度報告，但自那時以來，其股價已下跌超過 13%。儘管其股價在 2024 年飆升，但現在的交易價格已低於六個月前的水平。</p>
<p>投資者應該瞭解導致英偉達財報後股價下滑的負面情緒的驅動因素。對於那些可能覺得去年錯過了擁有英偉達股票機會的人來説，現在可能是採取行動的時機。</p>
<h2>對經濟放緩的擔憂可能被誇大</h2>
<p>英偉達最近的下跌源於投資者對高性能 AI 芯片可能面臨出口管制的擔憂。目前已經實施的限制措施限制了英偉達最強大的芯片出口到中國。但半導體行業現在受到《華爾街日報》本週末報道的影響，該報道指出英偉達最新的 Blackwell 芯片通過其他亞洲國家的公司在中國銷售。這讓投資者擔心新加坡、越南等其他國家可能會被列入對英偉達最高性能芯片的制裁名單。</p>
<p>但我認為英偉達股價的下跌確實看起來像是一個買入機會。首先，英偉達長期以來一直在與不法分子的欺詐和轉運行為作鬥爭，以遵守美國的出口規則。</p>
<p>其次，該公司在最近的財政第四季度再次超出收入增長預期。其整個財政年度的收入飆升了 114%。該公司預測當前季度的收入將再創紀錄。</p>
<p>儘管今年的收入增長可能放緩，但銷售和盈利應該會繼續增加。現在該股票的估值約為未來 12 個月預期收益的 26 倍，遠低於其三年平均的 35 倍。這使得現在成為購買這隻高增長股票的好時機。</p>

英偉達財報，一站看懂！

英偉達

<p>英偉達的股票在週一下跌近 9%，延續了強勁季度報告後的下行趨勢。此次下跌歸因於投資者對可能對人工智能芯片實施出口管制的擔憂，特別是針對對中國和其他亞洲國家的銷售。儘管存在這些擔憂，分析師認為這可能是一個買入機會，因為英偉達在上一個財年的收入增長了 114%，而目前股票的估值為預期收益的 26 倍，低於其三年平均的 35 倍</p>

<p><strong>Nvidia</strong>(NVDA -8.14%) shares were dropping again to start the trading week, down nearly 9% as of 3:15 p.m. ET Monday.</p>
<div class="lb-trans"><p><strong>英偉達</strong>(NVDA -8.14%) 的股價在交易周開始時再次下跌，截至週一東部時間下午 3:15，跌幅接近 9%。</p>
</div><p>Nvidia, the leader in artificial intelligence (AI) advanced chips and software architecture, released another strong quarterly report last week, but its stock has plunged more than 13% since then. And while its share price soared in 2024, it's now trading below its levels from six months ago.</p>
<div class="lb-trans"><p>作為人工智能（AI）先進芯片和軟件架構的領導者，英偉達上週發佈了另一份強勁的季度報告，但自那時以來，其股價已下跌超過 13%。儘管其股價在 2024 年飆升，但現在的交易價格已低於六個月前的水平。</p>
</div><p>Investors should understand what's driving the negative sentiment that contributed to Nvidia's post-earnings slump. Here's why now may be the chance to act for those who might have felt they'd missed out on owning Nvidia shares last year.</p>
<div class="lb-trans"><p>投資者應該瞭解導致英偉達財報後股價下滑的負面情緒的驅動因素。對於那些可能覺得去年錯過了擁有英偉達股票機會的人來説，現在可能是採取行動的時機。</p>
</div><h2>Fears of a slowdown may be overblown</h2>
<div class="lb-trans"><h2>對經濟放緩的擔憂可能被誇大</h2>
</div><p>Nvidia's recent drop stems from investors' fears that export controls may be coming for high-performing AI chips. Restrictions are already in place that limit Nvidia's most powerful chips from being exported to China. But the semiconductor sector is now being rattled by <em>The Wall Street Journal</em>'s report this weekend that Nvidia's latest Blackwell chips are being offered in China through companies in other Asian countries. That has investors fearing other countries -- including Singapore, Vietnam, and others -- could be added to a sanction list for Nvidia's highest-powered chips.</p>
<div class="lb-trans"><p>英偉達最近的下跌源於投資者對高性能 AI 芯片可能面臨出口管制的擔憂。目前已經實施的限制措施限制了英偉達最強大的芯片出口到中國。但半導體行業現在受到《華爾街日報》本週末報道的影響，該報道指出英偉達最新的 Blackwell 芯片通過其他亞洲國家的公司在中國銷售。這讓投資者擔心新加坡、越南等其他國家可能會被列入對英偉達最高性能芯片的制裁名單。</p>
</div><p>But I think Nvidia stock's decline does look like a buying opportunity. First, Nvidia has long been battling fraud and transshipments by bad actors as it works to adhere to U.S. export rules.</p>
<div class="lb-trans"><p>但我認為英偉達股價的下跌確實看起來像是一個買入機會。首先，英偉達長期以來一直在與不法分子的欺詐和轉運行為作鬥爭，以遵守美國的出口規則。</p>
</div><p>Second, the company beat expectations for revenue growth once again in its recent fiscal fourth quarter. Revenue soared 114% for its full fiscal year. And the company predicts another record for revenue in the current quarter.</p>
<div class="lb-trans"><p>其次，該公司在最近的財政第四季度再次超出收入增長預期。其整個財政年度的收入飆升了 114%。該公司預測當前季度的收入將再創紀錄。</p>
</div><p>While revenue <em>growth</em> may slow this year, sales -- and earnings -- should continue to increase. And the stock is now valued at about 26 times the next 12 months' expected earnings. That's well below its three-year average of 35 times. That makes now a good time to buy this high-growth stock.</p>
<div class="lb-trans"><p>儘管今年的收入增長可能放緩，但銷售和盈利應該會繼續增加。現在該股票的估值約為未來 12 個月預期收益的 26 倍，遠低於其三年平均的 35 倍。這使得現在成為購買這隻高增長股票的好時機。</p>
</div>

Nvidia Stock Plunged Again Monday. Is This a Great Chance to Buy?

- Nvidia 股價下跌近 9%，自上週強勁財報後已跌逾 13%。  
- 投資者擔心出口管制影響高性能 AI 芯片，導致負面情緒。  
- 儘管面臨挑戰，Nvidia 仍預測本季度創收紀錄，當前估值低於三年平均水平。  

英偉達股票週一再次暴跌。這是一個絕佳的買入機會嗎？