<p><strong>英偉達</strong>(NVDA 4.24%) 的股票在週四上漲，整體市場的樂觀情緒推動了這一走勢。截至東部時間下午 1:15，該公司的股價上漲了 4.4%。在當天交易的同一時刻，<strong>標準普爾 500 指數</strong> 上漲了 0.9%，<strong>納斯達克綜合指數</strong> 上漲了 1.8%。在早些時候的交易中，英偉達的股票曾上漲至 5.5%。</p>
<p><strong>微軟</strong> 和 <strong>Meta Platforms</strong> 在昨天市場收盤後發佈了季度財報，強勁的業績和指引幫助推動了英偉達的估值上漲。但即便在今天的漲幅中，截至目前，英偉達的股票仍然較年初下跌了大約 24%。</p>
<h2>現在英偉達的股票值得買嗎？</h2>
<p>據報道，微軟是英偉達最大的客户，而 Meta 則被認為是這家人工智能（AI）硬件領導者的第二大客户。隨着他們最近的季度報告，微軟和 Meta 幫助增強了英偉達股票的看漲論點。除了發佈由 AI 技術和服務驅動的銷售和盈利超預期外，兩家公司還表示它們將繼續在人工智能處理器上進行大量投資。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTY3OTQvZ2V0dHlpbWFnZXMtMjA3ODkxNzEwOS5qcGcmdz03MDA?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://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTY3OTQvZ2V0dHlpbWFnZXMtMjA3ODkxNzEwOS5qcGcmdz03MDA"/></p>
<p>圖片來源：Getty Images。</p>
<p>微軟在其當前財政年度第三季度（截至 3 月 31 日）報告了非公認會計原則（調整後）資本支出（capex）為 167.5 億美元，較去年同期增長 53%。與此同時，分析師的平均預期為資本支出為 163.7 億美元。</p>
<p>Meta 的新資本支出預測也給英偉達投資者帶來了好消息。這家社交媒體巨頭現在預計其今年的資本支出將在 640 億美元到 720 億美元之間，較之前的指導（600 億美元到 650 億美元）大幅上調。</p>
<p>微軟和 Meta 的資本支出主要集中在擴展其人工智能基礎設施上，而英偉達的先進處理器是這一領域成功的關鍵硬件。新的資本支出數據似乎減輕了最近關於微軟和其他科技巨頭縮減數據中心計劃的報道的重要性，並表明對人工智能硬件的需求仍然非常強勁。因此，儘管英偉達的股票可能會繼續隨着整體市場的波動而波動，但長期投資論點似乎依然穩固。</p>

微軟

英偉達

META

<p>在積極的市場背景下，英偉達的股票上漲了 4.4%，這得益於主要客户微軟和 Meta 發佈的強勁季度業績。儘管年初至今下跌了 24%，但這種樂觀情緒得到了兩家公司在人工智能基礎設施方面增加資本支出的支持。微軟報告稱其資本支出同比增長了 53%，而 Meta 則大幅上調了其預測。這表明對英偉達人工智能處理器的需求強勁，儘管短期內可能會出現波動，但長期投資前景依然積極</p>

<p><strong>Nvidia</strong>(NVDA 4.24%) stock is rising Thursday amid a bullish backdrop for the broader market. The company's share price was up 4.4% as of 1:15 p.m. ET. At the same point in the day's trading, the <strong>S&amp;P 500</strong> index was up 0.9% and the <strong>Nasdaq Composite</strong> had risen 1.8%. Earlier in the session, Nvidia stock had been up as much as 5.5%.</p>
<div class="lb-trans"><p><strong>英偉達</strong>(NVDA 4.24%) 的股票在週四上漲，整體市場的樂觀情緒推動了這一走勢。截至東部時間下午 1:15，該公司的股價上漲了 4.4%。在當天交易的同一時刻，<strong>標準普爾 500 指數</strong> 上漲了 0.9%，<strong>納斯達克綜合指數</strong> 上漲了 1.8%。在早些時候的交易中，英偉達的股票曾上漲至 5.5%。</p>
</div><p><strong>Microsoft</strong> and <strong>Meta Platforms</strong> reported quarterly results after the market closed yesterday, and strong results and guidance from both companies is helping to push Nvidia's valuation higher today. But even with today's gains, Nvidia stock is still down roughly 24% year to date as of this writing.</p>
<div class="lb-trans"><p><strong>微軟</strong> 和 <strong>Meta Platforms</strong> 在昨天市場收盤後發佈了季度財報，強勁的業績和指引幫助推動了英偉達的估值上漲。但即便在今天的漲幅中，截至目前，英偉達的股票仍然較年初下跌了大約 24%。</p>
</div><h2>Is Nvidia stock a buy right now?</h2>
<div class="lb-trans"><h2>現在英偉達的股票值得買嗎？</h2>
</div><p>Microsoft is reportedly Nvidia's biggest customer, and Meta is said to be the artificial intelligence (AI) hardware leader's second-biggest client. With their recent quarterly reports, Microsoft and Meta have helped bolster the bull case for Nvidia stock. In addition to posting sales and earnings beats that were heavily driven by AI technologies and services, both companies signaled that they are continuing to spend heavily on artificial intelligence processors.</p>
<div class="lb-trans"><p>據報道，微軟是英偉達最大的客户，而 Meta 則被認為是這家人工智能（AI）硬件領導者的第二大客户。隨着他們最近的季度報告，微軟和 Meta 幫助增強了英偉達股票的看漲論點。除了發佈由 AI 技術和服務驅動的銷售和盈利超預期外，兩家公司還表示它們將繼續在人工智能處理器上進行大量投資。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTY3OTQvZ2V0dHlpbWFnZXMtMjA3ODkxNzEwOS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F816794%2Fgettyimages-2078917109.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>圖片來源：Getty Images。</p>
</div><p>Microsoft reported non-GAAP (adjusted) capital expenditures (capex) of $16.75 billion in the third quarter of its current fiscal year, which ended March 31. Capex was up 53% year over year in the period. Meanwhile, the average analyst estimate had called for capex to come in at $16.37 billion.</p>
<div class="lb-trans"><p>微軟在其當前財政年度第三季度（截至 3 月 31 日）報告了非公認會計原則（調整後）資本支出（capex）為 167.5 億美元，較去年同期增長 53%。與此同時，分析師的平均預期為資本支出為 163.7 億美元。</p>
</div><p>Meta's new capex forecast also brought good news for Nvidia investors. The social media giant now forecasts its capex for this year to be between $64 billion and $72 billion -- a big leap from its previous guidance for between $60 billion and $65 billion.</p>
<div class="lb-trans"><p>Meta 的新資本支出預測也給英偉達投資者帶來了好消息。這家社交媒體巨頭現在預計其今年的資本支出將在 640 億美元到 720 億美元之間，較之前的指導（600 億美元到 650 億美元）大幅上調。</p>
</div><p>Microsoft's and Meta's capital expenditures are heavily focused on expanding their AI infrastructures, and Nvidia's advanced processors are the key hardware that underpins success in the space. The new capex data appears to mute the significance of recent reports that Microsoft and other tech giants were scaling back their data center plans and suggests that demand for AI hardware continues to be very strong. So while Nvidia stock will likely continue to see volatility in conjunction with moves for the broader market, the long-term investment thesis appears to be intact.</p>
<div class="lb-trans"><p>微軟和 Meta 的資本支出主要集中在擴展其人工智能基礎設施上，而英偉達的先進處理器是這一領域成功的關鍵硬件。新的資本支出數據似乎減輕了最近關於微軟和其他科技巨頭縮減數據中心計劃的報道的重要性，並表明對人工智能硬件的需求仍然非常強勁。因此，儘管英偉達的股票可能會繼續隨着整體市場的波動而波動，但長期投資論點似乎依然穩固。</p>
</div>

Nvidia Is Jumping Today -- Is the Artificial Intelligence (AI) Stock a Buy?

- Nvidia 股價因市場樂觀情緒上漲 4.4%，但年初至今仍下跌約 24%。  
- 微軟和 Meta 的強勁財報推動了 Nvidia 的估值，二者均加大了對 AI 處理器的投資。  
- 微軟第三季度資本支出達 167.5 億美元，Meta 預計資本支出在 640 億至 720 億美元之間。  

英偉達今天股價上漲——這隻人工智能（AI）股票是否值得買入？