<p>根據 S&amp;P Global Market Intelligence 提供的數據，<strong>英偉達</strong>(NVDA -2.87%) 的股票在 6 月份上漲了 17%。它在 5 月底發佈了驚人的財報，這增強了投資者在 6 月份的信心。</p>
<h2>一家沒有競爭的 AI 巨頭</h2>
<p>英偉達已經從最初專注於遊戲行業，迅速發展成為生成性人工智能（AI）領域的重要力量。它在 AI 半導體市場的份額高達 95%，行業內最大的公司，如 <strong>亞馬遜</strong> 和 <strong>Meta Platforms</strong>，依賴其高端產品來推動他們的 AI 平台。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjM2NDUvcGVyc29uLXdhdGNoaW5nLW1vbmV5LWdyb3cuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="467" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjM2NDUvcGVyc29uLXdhdGNoaW5nLW1vbmV5LWdyb3cuanBnJnc9NzAw"/></p>
<p>圖片來源：Getty Images。</p>
<p>以下是 2026 財年第一季度（截至 4 月 27 日）的一些亮點：</p>
<ul>
<li>收入同比增長 69%，其中數據中心銷售增長 73%。</li>
<li>淨收入從去年的 0.60 美元增加到今年的 0.76 美元。</li>
<li>發佈了兩項新的 AI 技術，Blackwell Ultra 和 Dynamo。</li>
</ul>
<p>數據中心的機會尤為重要。數據中心是公司訓練大型語言模型（LLMs）的巨大 AI 工廠。在第一季度，推出了 100 個英偉達驅動的數據中心，是去年的兩倍，並且它們使用的芯片數量同比也翻了一番。這個細分市場應該會繼續為英偉達帶來高增長。</p>
<p>然而，投資者不應低估公司的其他快速增長的業務板塊。它在遊戲和汽車領域也表現強勁，儘管英偉達因 AI 而成為家喻户曉的名字，但它的多元化業務使其更具競爭力。</p>
<h2>達到新高</h2>
<p>今年早些時候，英偉達的股票因關税和競爭的擔憂而下跌。至少目前看來，這些擔憂是沒有根據的，聰明的投資者在股價下跌時買入了股票。</p>
<p>相對於其增長前景，英偉達的估值仍然合理。華爾街預計今年每股收益（EPS）將從 2.99 美元增長到 4.29 美元，並在明年達到 5.76 美元。這是 39% 的年複合增長率，而英偉達的前瞻性一年市盈率為 27。</p>
<p>即使你沒有及時按下買入按鈕，現在也不算太晚。隨着 AI 的持續爆發，英偉達的股票仍然有很大的上漲空間。雖然它無法為早期投資者創造同樣的股東財富，但它應該會在長期內繼續回報耐心的投資者。</p>

英偉達

2 倍做多英偉達 ETF - GraniteShares

南方兩倍做多英偉達

南方兩倍做空英偉達

英偉達期權收益策略 ETF - YieldMax

1 倍做空英偉達 ETF - Direxion

2 倍做多 NVDA ETF - T-Rex

2 倍做空 NVDA ETF - T-Rex

半導體 3 倍做多 - Direxion

<p>英偉達的股票在 6 月份上漲了 17%，這得益於強勁的財報，收入同比增長了 69%，數據中心銷售也顯著增加。該公司在人工智能半導體市場佔據主導地位，為亞馬遜和 Meta 等主要公司提供產品。儘管之前對競爭的擔憂，英偉達的多元化業務，包括遊戲和汽車領域，依然強勁。分析師預計每股收益的複合年增長率為 39%，這表明人工智能領域的投資者仍然具有持續的增長潛力</p>

<p><strong>Nvidia</strong>(NVDA -2.87%) stock jumped 17% in June, according to data provided by S&amp;P Global Market Intelligence. It reported a phenomenal earnings report at the end of May, and that boosted investor confidence through June.</p>
<div class="lb-trans"><p>根據 S&amp;P Global Market Intelligence 提供的數據，<strong>英偉達</strong>(NVDA -2.87%) 的股票在 6 月份上漲了 17%。它在 5 月底發佈了驚人的財報，這增強了投資者在 6 月份的信心。</p>
</div><h2>An AI giant with no competition</h2>
<div class="lb-trans"><h2>一家沒有競爭的 AI 巨頭</h2>
</div><p>Nvidia has exploded from its one-time focus on the gaming industry to become a serious force in the development of generative artificial intelligence (AI). It has as much as 95% of the AI semiconductor market, and the biggest names in the industry, like <strong>Amazon</strong> and <strong>Meta Platforms</strong>, rely on its premium products to drive their AI platforms.</p>
<div class="lb-trans"><p>英偉達已經從最初專注於遊戲行業，迅速發展成為生成性人工智能（AI）領域的重要力量。它在 AI 半導體市場的份額高達 95%，行業內最大的公司，如 <strong>亞馬遜</strong> 和 <strong>Meta Platforms</strong>，依賴其高端產品來推動他們的 AI 平台。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjM2NDUvcGVyc29uLXdhdGNoaW5nLW1vbmV5LWdyb3cuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F823645%2Fperson-watching-money-grow.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>These were some of the highlights from the 2026 fiscal first quarter (ended April 27):</p>
<div class="lb-trans"><p>以下是 2026 財年第一季度（截至 4 月 27 日）的一些亮點：</p>
</div><ul>
<li>Revenue increased 69% year over year, including a 73% increase in data center sales.</li>
<li>Net income increased from $0.60 last year to $0.76 this year.</li>
<li>It released two new AI technologies, Blackwell Ultra and Dynamo.</li>
</ul>
<div class="lb-trans"><ul>
<li>收入同比增長 69%，其中數據中心銷售增長 73%。</li>
<li>淨收入從去年的 0.60 美元增加到今年的 0.76 美元。</li>
<li>發佈了兩項新的 AI 技術，Blackwell Ultra 和 Dynamo。</li>
</ul>
</div><p>The data center opportunity is of particular importance. Data centers are the huge AI factories where companies train their large language models (LLMs). There were 100 Nvidia-powered data centers launched in the first quarter, double from last year, and they're also using double the amount of chips year over year. This segment should be a continued source of high growth for Nvidia.</p>
<div class="lb-trans"><p>數據中心的機會尤為重要。數據中心是公司訓練大型語言模型（LLMs）的巨大 AI 工廠。在第一季度，推出了 100 個英偉達驅動的數據中心，是去年的兩倍，並且它們使用的芯片數量同比也翻了一番。這個細分市場應該會繼續為英偉達帶來高增長。</p>
</div><p>However, investors shouldn't discount the company's other segments, which are also growing rapidly. It has robust gaming and auto segments, and although Nvidia became a household name because of AI, it has a diversified business that makes it stronger.</p>
<div class="lb-trans"><p>然而，投資者不應低估公司的其他快速增長的業務板塊。它在遊戲和汽車領域也表現強勁，儘管英偉達因 AI 而成為家喻户曉的名字，但它的多元化業務使其更具競爭力。</p>
</div><h2>Reaching new highs</h2>
<div class="lb-trans"><h2>達到新高</h2>
</div><p>Nvidia stock had fallen earlier this year as fears about tariffs and competition worried the market. It appears, for now at least, that those worries are unfounded, and smart investors scooped up shares on the dip.</p>
<div class="lb-trans"><p>今年早些時候，英偉達的股票因關税和競爭的擔憂而下跌。至少目前看來，這些擔憂是沒有根據的，聰明的投資者在股價下跌時買入了股票。</p>
</div><p>It's still reasonably priced relative to its growth prospects. Wall Street sees earnings per share (EPS) for this year growing from $2.99 to $4.29 and reaching $5.76 next year. That's a 39% compound annual growth rate, and Nvidia stock trades at a forward one-year P/E ratio of 27.</p>
<div class="lb-trans"><p>相對於其增長前景，英偉達的估值仍然合理。華爾街預計今年每股收益（EPS）將從 2.99 美元增長到 4.29 美元，並在明年達到 5.76 美元。這是 39% 的年複合增長率，而英偉達的前瞻性一年市盈率為 27。</p>
</div><p>Even if you didn't manage the press the buy button, it's not too late. Nvidia stock has plenty of life left in it as AI keeps exploding, and Nvidia powers that growth. It won't be able to create the same kind of shareholder wealth that it did for early investors, but it should keep rewarding patient investors over the long haul.</p>
<div class="lb-trans"><p>即使你沒有及時按下買入按鈕，現在也不算太晚。隨着 AI 的持續爆發，英偉達的股票仍然有很大的上漲空間。雖然它無法為早期投資者創造同樣的股東財富，但它應該會在長期內繼續回報耐心的投資者。</p>
</div>

Why Nvidia Stock Soared 17% in June

- Nvidia 股票在 6 月上漲 17%，受益於強勁的財報。  
- 數據中心銷售增長 73%，AI 半導體市場佔有率達 95%。  
- 投資者對未來增長持樂觀態度，預計每股收益將持續上升。  

為什麼英偉達的股票在六月上漲了 17%