<p>僅僅三週前，<strong>英偉達</strong>(NVDA 0.40%) 的股票交易價格還不到每股 100 美元。截至週五早盤交易，投資者需要支付比那高出 35% 的價格。</p>
<p>僅本週，英偉達的股票上漲了 16.2%，根據標準普爾全球市場情報提供的數據。這是因為本週的新公告減輕了對其先進人工智能（AI）芯片增長放緩和支出下降的許多擔憂。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTg0NTUvYWktb24tYS1jb21wdXRlci1jaGlwLmpwZyZ3PTcwMA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTg0NTUvYWktb24tYS1jb21wdXRlci1jaGlwLmpwZyZ3PTcwMA"/></p>
<p>圖片來源：Getty Images。</p>
<h2>英偉達從出口限制到出口繁榮</h2>
<p>英偉達首次宣佈將與沙特阿拉伯國有人工智能初創公司 Humain 合作，在未來五年內建設容量高達 500 兆瓦（MW）的人工智能工廠。英偉達表示將提供 “數十萬” 顆其最先進的 GPU 芯片，以支持數據中心。</p>
<p>看起來首席執行官黃仁勳在中東之行中並沒有止步於此。美國商務部宣佈，美國和阿聯酋（UAE）將合作在阿布扎比建設一個容量為 5 千兆瓦（GW）的數據中心園區。報道稱，英偉達可能會向該項目提供 50 萬顆 AI 芯片。</p>
<p>這些公告消除了對英偉達數據中心銷售放緩的擔憂，並推動股票飆升。然而，未來可能還有更大的上行空間。美國幾家大型科技公司也重申了繼續在 AI 基礎設施上進行資本支出的計劃。</p>
<p>仍然擔心增長放緩的投資者可能在等待公司提供具體的指導，以證明對 AI 的投資仍在健康的步伐中。然而，市場是前瞻性的，股票可能會在英偉達即將於 5 月 28 日發佈的季度報告之前上漲。</p>
<p>本週似乎已經開始了這一上漲的步伐，我預計這種趨勢會持續到 5 月 28 日的報告日期。</p>

英偉達

<p>英偉達的股票本週上漲了 16.2%，較三週前每股不足 100 美元的價格上漲了 35%。這一增長得益於新合作伙伴關係的建立，包括與沙特阿拉伯的 Humain 合作建設人工智能工廠，以及與阿聯酋在阿布扎比合作建立數據中心。這些進展緩解了人們對人工智能芯片銷售增長放緩的擔憂。投資者預計在英偉達 5 月 28 日的季度報告發布之前將進一步獲利，因為主要科技公司繼續投資於人工智能基礎設施</p>

<p>It was only three weeks ago that <strong>Nvidia</strong>(NVDA 0.40%) stock was trading for less than $100 per share. As of early Friday trading, investors have to pay 35% more than that.</p>
<div class="lb-trans"><p>僅僅三週前，<strong>英偉達</strong>(NVDA 0.40%) 的股票交易價格還不到每股 100 美元。截至週五早盤交易，投資者需要支付比那高出 35% 的價格。</p>
</div><p>This week alone, Nvidia shares have surged 16.2%, according to data provided by S&amp;P Global Market Intelligence. That's because many of the concerns of slowing growth and declining spending for its advanced artificial intelligence (AI) chips have been diminished with new announcements this week.</p>
<div class="lb-trans"><p>僅本週，英偉達的股票上漲了 16.2%，根據標準普爾全球市場情報提供的數據。這是因為本週的新公告減輕了對其先進人工智能（AI）芯片增長放緩和支出下降的許多擔憂。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTg0NTUvYWktb24tYS1jb21wdXRlci1jaGlwLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F818455%2Fai-on-a-computer-chip.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><h2>Nvidia goes from export restrictions to export boom</h2>
<div class="lb-trans"><h2>英偉達從出口限制到出口繁榮</h2>
</div><p>Nvidia first announced it would be partnering with Saudi Arabian state-owned AI start-up Humain to build AI factories with up to 500 megawatts (MW) in capacity over the next five years. Nvidia said it would supply &#34;several hundred thousand&#34; of its most advanced GPU chips to power the data centers.</p>
<div class="lb-trans"><p>英偉達首次宣佈將與沙特阿拉伯國有人工智能初創公司 Humain 合作，在未來五年內建設容量高達 500 兆瓦（MW）的人工智能工廠。英偉達表示將提供 “數十萬” 顆其最先進的 GPU 芯片，以支持數據中心。</p>
</div><p>It also doesn't appear that CEO Jensen Huang stopped there on his trip to the Middle East. The U.S. Commerce Department announced the U.S. and United Arab Emirates (UAE) will partner to build a data center campus in Abu Dhabi with a capacity of 5 gigawatts (GW). Reports also said that Nvidia could supply 500,000 AI chips to the project.</p>
<div class="lb-trans"><p>看起來首席執行官黃仁勳在中東之行中並沒有止步於此。美國商務部宣佈，美國和阿聯酋（UAE）將合作在阿布扎比建設一個容量為 5 千兆瓦（GW）的數據中心園區。報道稱，英偉達可能會向該項目提供 50 萬顆 AI 芯片。</p>
</div><p>Those announcements quashed concerns of slowing data center sales for Nvidia and sent the stock soaring. Yet there could be much more upside ahead. Several large tech companies in the U.S. have also reiterated plans to continue capital spending for AI infrastructure.</p>
<div class="lb-trans"><p>這些公告消除了對英偉達數據中心銷售放緩的擔憂，並推動股票飆升。然而，未來可能還有更大的上行空間。美國幾家大型科技公司也重申了繼續在 AI 基礎設施上進行資本支出的計劃。</p>
</div><p>Investors still fearing a growth slowdown may be waiting for the company to provide specific guidance as proof that investments in AI continue at a healthy pace. Yet the market is forward-looking, and the stock may move higher ahead of Nvidia's upcoming quarterly report due on May 28.</p>
<div class="lb-trans"><p>仍然擔心增長放緩的投資者可能在等待公司提供具體的指導，以證明對 AI 的投資仍在健康的步伐中。然而，市場是前瞻性的，股票可能會在英偉達即將於 5 月 28 日發佈的季度報告之前上漲。</p>
</div><p>It seems to have started that march higher this week, and I'd expect that to continue until that May 28 reporting date.</p>
<div class="lb-trans"><p>本週似乎已經開始了這一上漲的步伐，我預計這種趨勢會持續到 5 月 28 日的報告日期。</p>
</div>

Nvidia Stock Soared This Week. Why There Could Be More Gains Coming Soon.

- Nvidia 股價在三週內上漲 35%，本週上漲 16.2%。  
- 公司與沙特合作建設 AI 工廠，預計提供數十萬顆 GPU 芯片。  
- 投資者期待 Nvidia 在 5 月 28 日的季度報告中提供增長指引。  

英偉達的股票本週大幅上漲。為什麼近期可能會有更多的漲幅