<p><strong>英偉達</strong>(NVDA 0.53%) 展現了為投資者帶來重大增長的能力，在過去五年中飆升了 1400%。由於其在即將達到數萬億美元市場的領導地位，人工智能（AI）使其成為必買股票。</p>
<p>這家科技巨頭設計了被稱為圖形處理單元（GPU）的 AI 芯片，驅動着最關鍵的 AI 任務，因此它們是該領域發展和進步的關鍵。這幫助英偉達的收入激增，反過來又極大地推動了對其股票的需求。</p>
<p>但英偉達的好日子遠未結束。事實上，這家 AI 巨頭是一隻值得買入並長期持有的絕佳股票。以下是 10 個理由。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjM3OTgvZ2V0dHlpbWFnZXMtODY5NjQ3ODY4LmpwZyZ3PTcwMA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjM3OTgvZ2V0dHlpbWFnZXMtODY5NjQ3ODY4LmpwZyZ3PTcwMA"/></p>
<p>圖片來源：Getty Images。</p>
<h2>1. 卓越的領導力</h2>
<p>30 多年前，黃仁勳創立了英偉達，這位擁有宏偉夢想並有實際路徑實現這些夢想的高管仍然掌舵。黃仁勳高度關注公司的成功，並帶領公司經歷了從主要為視頻遊戲行業提供芯片到跨行業擴展並進入 AI 的變革。</p>
<p>這一決定代表了英偉達的一個關鍵轉折點，而這一決定以及黃仁勳做出的其他決定是公司今天如此成功的原因。黃仁勳的存在讓人對未來充滿信心。</p>
<h2>2. 強勁的增長記錄</h2>
<p>英偉達連續多個季度實現了雙位數和三位數的收入增長，公司收入達到了創紀錄的水平；例如，在最新的財年中達到了 1300 億美元。這表明英偉達具有持久的競爭力，並能夠持續吸引客户購買其 AI 芯片和其他產品。</p>
<h2>3. 銷售的高盈利能力</h2>
<p>這家 AI 巨頭不僅在創造收入增長，而且在每個季度都實現了高盈利能力。我們可以通過毛利率看到這一點，最近大多數季度的毛利率超過了 70%，即使在產品發佈等費用較高的時刻也是如此。</p>
<p>許多公司，尤其是在像 AI 這樣的新興增長領域，能夠實現收入增長，但盈利能力的實現要困難得多。而這正是幫助公司及其投資者在長期獲勝的關鍵因素。因此，英偉達的銷售盈利能力值得稱讚。</p>
<h2>4. 專注於創新</h2>
<p>英偉達承諾每年更新其芯片，到目前為止，它在這方面做得很好，今年冬天推出了 Blackwell 架構和芯片，並剛剛開始推出新芯片 Blackwell Ultra。事實上，英偉達已經宣佈了到 2028 年的路線圖。</p>
<p>這很重要，因為創新應該是讓英偉達在競爭對手面前保持領先的因素。</p>
<h2>5. 在 AI 領域的廣泛存在</h2>
<p>雖然我們在想到&#34;AI 芯片&#34;時可能會想到&#34;英偉達&#34;，但公司並沒有止步於此。相反，英偉達設計了一個涵蓋 AI 旅程每一步的產品和服務帝國，從訓練和推理到開發 AI 代理等。</p>
<p>英偉達甚至推出了行業特定的平台，幫助醫療或汽車公司等將 AI 應用於其需求。這一切意味着英偉達可以從 AI 增長的每個階段中受益，幾乎任何希望開發 AI 平台或將 AI 應用於其業務的公司都可以從英偉達找到所需的解決方案。</p>
<h2>6. 堅實的護城河</h2>
<p>這個 AI 帝國是英偉達的護城河或競爭優勢，因為它是唯一提供如此完整的 AI 產品組合的參與者。這不是競爭對手可以在一夜之間構建的，英偉達的創新表明它將在這一領域繼續保持領先。</p>
<p>當然，競爭對手仍然可以爭奪市場份額並取得成功。然而，英偉達的護城河應該有助於它在時間上保持主導地位。</p>
<h2>7. 面對挑戰的適應能力</h2>
<p>每家公司在某個時刻都會面臨困難時期，關鍵問題是該公司將如何應對這種情況。英偉達向我們展示了其出色的適應能力。例如，幾年前，它設計了一款新芯片 H20，符合美國對中國出口的管制。另一個更近期的例子是，當面臨美國計劃對進口徵收關税時，英偉達在美國進行了重大投資以擴大製造能力。</p>
<p>如今，英偉達面臨新的對中國出口的管制，阻礙了 H20 的銷售。但公司在適應能力方面的良好記錄讓人對其應對當前和未來挑戰的能力充滿信心。</p>
<h2>8. 支持增長和應對挑戰所需的資源</h2>
<p>英偉達擁有超過 530 億美元的現金，其總資產遠遠超過其負債。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/3caf0c717567bddf1fc0f46149dc803c.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="720" height="456" original-src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/3caf0c717567bddf1fc0f46149dc803c.png"/></p>
<p>NVDA 總資產（年度）數據來源於 YCharts。</p>
<p>這表明公司具備支持增長和應對未來挑戰的能力，而不會危及業務的財務健康。</p>
<h2>9. 以明智的投資決策而聞名</h2>
<p>英偉達做出了出色的投資決策，從公司的投資資本回報率可以看出，尤其是在 AI 熱潮加速的最近幾年。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/cd66ad8b0257ca4d2ea95d782bdd88c2.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="720" height="441" original-src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/cd66ad8b0257ca4d2ea95d782bdd88c2.png"/></p>
<p>NVDA 投資資本回報率（年度）數據來源於 YCharts。</p>
<p>因此，有理由相信，今天或明天的某些決策或產品發佈將為未來帶來增長。例如，英偉達最近發佈了一款產品，將使更廣泛的客户羣體更容易使用其系統。這看似是一個小舉動，但未來可能會帶來巨大的回報。</p>
<h2>10. 目前股票看起來很划算</h2>
<p>考慮到我上面提到的所有因素，你可能會認為英偉達的價格很高，但實際上它現在的價格相對合理，僅為未來收益預期的 37 倍。這比幾個月前高達 50 倍的水平有所下降。</p>
<p>這就是為什麼現在是投資這隻頂級人工智能股票的理想時機，並且基於上述原因，值得長期持有。</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（Nvidia，股票代碼：NVDA）在過去五年中表現出顯著增長，增長幅度達到 1400%，這得益於其在人工智能芯片生產方面的領導地位。該公司擁有強勁的增長記錄、高盈利能力以及對創新的承諾，其發展路線圖延伸至 2028 年。英偉達全面的人工智能產品組合和競爭優勢使其在未來成功的道路上具備良好定位。其應對挑戰的適應能力和雄厚的財務資源進一步增強了對其長期前景的信心，使其成為一個值得購買和持有的股票</p>

<p><strong>Nvidia</strong>(NVDA 0.53%) has demonstrated its ability to deliver major growth to investors, soaring 1,400% over the past five years. It's been a must-buy stock due to its leadership in a market set to reach into the trillions of dollars a few years from now; that's artificial intelligence (AI).</p>
<div class="lb-trans"><p><strong>英偉達</strong>(NVDA 0.53%) 展現了為投資者帶來重大增長的能力，在過去五年中飆升了 1400%。由於其在即將達到數萬億美元市場的領導地位，人工智能（AI）使其成為必買股票。</p>
</div><p>This tech giant designs AI chips, known as graphics processing units (GPUs), that drive the most crucial of AI tasks, so they're key to the development and progress of this field. This has helped Nvidia's revenue skyrocket, and in turn, it's supercharged demand for the stock.</p>
<div class="lb-trans"><p>這家科技巨頭設計了被稱為圖形處理單元（GPU）的 AI 芯片，驅動着最關鍵的 AI 任務，因此它們是該領域發展和進步的關鍵。這幫助英偉達的收入激增，反過來又極大地推動了對其股票的需求。</p>
</div><p>But Nvidia's good days are far from over. In fact, this AI powerhouse is a fantastic stock to buy and hold forever. Here are 10 reasons why.</p>
<div class="lb-trans"><p>但英偉達的好日子遠未結束。事實上，這家 AI 巨頭是一隻值得買入並長期持有的絕佳股票。以下是 10 個理由。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjM3OTgvZ2V0dHlpbWFnZXMtODY5NjQ3ODY4LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F823798%2Fgettyimages-869647868.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>1. Great leadership</h2>
<div class="lb-trans"><h2>1. 卓越的領導力</h2>
</div><p>More than 30 years ago, Jensen Huang founded Nvidia, and this executive with big dreams and practical paths to achieve them remains at the helm. Huang is highly focused on the company's success and has led it through a game-changing transformation, from mainly serving the video game industry with its chips to expanding across industries and into AI.</p>
<div class="lb-trans"><p>30 多年前，黃仁勳創立了英偉達，這位擁有宏偉夢想並有實際路徑實現這些夢想的高管仍然掌舵。黃仁勳高度關注公司的成功，並帶領公司經歷了從主要為視頻遊戲行業提供芯片到跨行業擴展並進入 AI 的變革。</p>
</div><p>That decision represented a key turning point for Nvidia, and this decision, along with others made by Huang, are the reasons the company is so successful today. And Huang's presence is reason to be confident about the future.</p>
<div class="lb-trans"><p>這一決定代表了英偉達的一個關鍵轉折點，而這一決定以及黃仁勳做出的其他決定是公司今天如此成功的原因。黃仁勳的存在讓人對未來充滿信心。</p>
</div><h2>2. A strong growth track record</h2>
<div class="lb-trans"><h2>2. 強勁的增長記錄</h2>
</div><p>Nvidia has delivered quarter after quarter of double- and triple-digit revenue increases, and the company has reached record levels of revenue; for example, $130 billion in the latest fiscal year. This shows us that Nvidia has staying power and has been able to keep customers flocking to it for AI chips and other products over time.</p>
<div class="lb-trans"><p>英偉達連續多個季度實現了雙位數和三位數的收入增長，公司收入達到了創紀錄的水平；例如，在最新的財年中達到了 1300 億美元。這表明英偉達具有持久的競爭力，並能夠持續吸引客户購買其 AI 芯片和其他產品。</p>
</div><h2>3. High profitability on sales</h2>
<div class="lb-trans"><h2>3. 銷售的高盈利能力</h2>
</div><p>This AI giant is not just generating revenue growth but also delivering high profitability on sales quarter after quarter. We can see this through gross margin, which has surpassed 70% most quarters in recent times, even during moments when expenses are high, such as during product launches.</p>
<div class="lb-trans"><p>這家 AI 巨頭不僅在創造收入增長，而且在每個季度都實現了高盈利能力。我們可以通過毛利率看到這一點，最近大多數季度的毛利率超過了 70%，即使在產品發佈等費用較高的時刻也是如此。</p>
</div><p>Many companies, especially in a new growth field like AI, can achieve revenue growth, but profitability is much more difficult to reach. And it's the essential element that helps a company and its investors win over the long term. So, Nvidia's profitability on sales is something to applaud.</p>
<div class="lb-trans"><p>許多公司，尤其是在像 AI 這樣的新興增長領域，能夠實現收入增長，但盈利能力的實現要困難得多。而這正是幫助公司及其投資者在長期獲勝的關鍵因素。因此，英偉達的銷售盈利能力值得稱讚。</p>
</div><h2>4. A focus on innovation</h2>
<div class="lb-trans"><h2>4. 專注於創新</h2>
</div><p>Nvidia has promised to update its chips on an annual basis, and so far, it is doing a great job of that, launching the Blackwell architecture and chip this winter and just now beginning the rollout of a new chip, the Blackwell Ultra. In fact, Nvidia has announced a roadmap out to 2028.</p>
<div class="lb-trans"><p>英偉達承諾每年更新其芯片，到目前為止，它在這方面做得很好，今年冬天推出了 Blackwell 架構和芯片，並剛剛開始推出新芯片 Blackwell Ultra。事實上，英偉達已經宣佈了到 2028 年的路線圖。</p>
</div><p>This is important because innovation should be the element to keep Nvidia ahead of rivals.</p>
<div class="lb-trans"><p>這很重要，因為創新應該是讓英偉達在競爭對手面前保持領先的因素。</p>
</div><h2>5. Presence across the AI spectrum</h2>
<div class="lb-trans"><h2>5. 在 AI 領域的廣泛存在</h2>
</div><p>Though we all may think &#34;AI chips&#34; when we think &#34;Nvidia,&#34; the company hasn't stopped here. Instead, Nvidia has designed an empire of products and services that address every step of the AI journey, from training and inferencing to developing AI agents and more.</p>
<div class="lb-trans"><p>雖然我們在想到&#34;AI 芯片&#34;時可能會想到&#34;英偉達&#34;，但公司並沒有止步於此。相反，英偉達設計了一個涵蓋 AI 旅程每一步的產品和服務帝國，從訓練和推理到開發 AI 代理等。</p>
</div><p>Nvidia has even launched industry-specific platforms to help healthcare or automobile companies, for instance, apply AI to their needs. All this means Nvidia can benefit from every stage of AI growth, and just about any company aiming to develop an AI platform or apply AI to its business could find what they need from Nvidia.</p>
<div class="lb-trans"><p>英偉達甚至推出了行業特定的平台，幫助醫療或汽車公司等將 AI 應用於其需求。這一切意味着英偉達可以從 AI 增長的每個階段中受益，幾乎任何希望開發 AI 平台或將 AI 應用於其業務的公司都可以從英偉達找到所需的解決方案。</p>
</div><h2>6. A solid moat</h2>
<div class="lb-trans"><h2>6. 堅實的護城河</h2>
</div><p>This AI empire is Nvidia's moat, or competitive advantage, as it stands out as the only player to offer such a complete portfolio of AI. This isn't something a rival could construct overnight, and Nvidia's innovation suggests it will continue to stay one step ahead in this area.</p>
<div class="lb-trans"><p>這個 AI 帝國是英偉達的護城河或競爭優勢，因為它是唯一提供如此完整的 AI 產品組合的參與者。這不是競爭對手可以在一夜之間構建的，英偉達的創新表明它將在這一領域繼續保持領先。</p>
</div><p>Of course, rivals still could carve out market share and be successful. However, Nvidia's moat should help it maintain dominance over time.</p>
<div class="lb-trans"><p>當然，競爭對手仍然可以爭奪市場份額並取得成功。然而，英偉達的護城河應該有助於它在時間上保持主導地位。</p>
</div><h2>7. Proven adaptability when faced with challenges</h2>
<div class="lb-trans"><h2>7. 面對挑戰的適應能力</h2>
</div><p>Every company faces tough times at one point or another, and the key question is how that company will handle such situations. Nvidia has shown us its great adaptability. For example, a couple of years ago, it designed a new chip, the H20, compliant with U.S. controls on exports to China. Another more recent example can be seen when, facing the U.S. plan to impose tariffs on imports, Nvidia launched a major investment in manufacturing in the U.S.</p>
<div class="lb-trans"><p>每家公司在某個時刻都會面臨困難時期，關鍵問題是該公司將如何應對這種情況。英偉達向我們展示了其出色的適應能力。例如，幾年前，它設計了一款新芯片 H20，符合美國對中國出口的管制。另一個更近期的例子是，當面臨美國計劃對進口徵收關税時，英偉達在美國進行了重大投資以擴大製造能力。</p>
</div><p>Today, Nvidia faces new controls on exports to China that have blocked sales of the H20. But the company's track record of adaptability is reason to be confident about its ability to handle this and future difficulties.</p>
<div class="lb-trans"><p>如今，英偉達面臨新的對中國出口的管制，阻礙了 H20 的銷售。但公司在適應能力方面的良好記錄讓人對其應對當前和未來挑戰的能力充滿信心。</p>
</div><h2>8. The resources necessary to support growth and address challenges</h2>
<div class="lb-trans"><h2>8. 支持增長和應對挑戰所需的資源</h2>
</div><p>Nvidia has more than $53 billion in cash, and its total assets well outweigh its liabilities.</p>
<div class="lb-trans"><p>英偉達擁有超過 530 億美元的現金，其總資產遠遠超過其負債。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/3caf0c717567bddf1fc0f46149dc803c.png" alt="" original-src="https://media.ycharts.com/charts/3caf0c717567bddf1fc0f46149dc803c.png"/></p>
<p>NVDA Total Assets (Annual) data by YCharts.</p>
<div class="lb-trans"><p>NVDA 總資產（年度）數據來源於 YCharts。</p>
</div><p>This shows that the company has what it takes to support growth and address any headwinds down the road without endangering the financial health of the business.</p>
<div class="lb-trans"><p>這表明公司具備支持增長和應對未來挑戰的能力，而不會危及業務的財務健康。</p>
</div><h2>9. Known for making smart investment decisions</h2>
<div class="lb-trans"><h2>9. 以明智的投資決策而聞名</h2>
</div><p>Nvidia has made excellent investment decisions, as we can see from the company's return on invested capital over time and especially in recent years as the AI boom accelerated.</p>
<div class="lb-trans"><p>英偉達做出了出色的投資決策，從公司的投資資本回報率可以看出，尤其是在 AI 熱潮加速的最近幾年。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/cd66ad8b0257ca4d2ea95d782bdd88c2.png" alt="" original-src="https://media.ycharts.com/charts/cd66ad8b0257ca4d2ea95d782bdd88c2.png"/></p>
<p>NVDA Return on Invested Capital (Annual) data by YCharts.</p>
<div class="lb-trans"><p>NVDA 投資資本回報率（年度）數據來源於 YCharts。</p>
</div><p>So, there's reason to be confident that certain decisions or product launches today or tomorrow will deliver growth down the road. For example, Nvidia recently released a product that will make it easier for a broader range of customers to use its systems. This may seem like a small move, but it could deliver big down the road.</p>
<div class="lb-trans"><p>因此，有理由相信，今天或明天的某些決策或產品發佈將為未來帶來增長。例如，英偉達最近發佈了一款產品，將使更廣泛的客户羣體更容易使用其系統。這看似是一個小舉動，但未來可能會帶來巨大的回報。</p>
</div><h2>10. The stock looks like a bargain now</h2>
<div class="lb-trans"><h2>10. 目前股票看起來很划算</h2>
</div><p>You might expect Nvidia to be expensive, considering all the points I've mentioned above, but it's actually reasonably priced these days, trading for only 37 times forward earnings estimates. This is down from as much as 50 times just a few months ago.</p>
<div class="lb-trans"><p>考慮到我上面提到的所有因素，你可能會認為英偉達的價格很高，但實際上它現在的價格相對合理，僅為未來收益預期的 37 倍。這比幾個月前高達 50 倍的水平有所下降。</p>
</div><p>And that's why right now is an ideal moment to get in on this top AI stock and, for the reasons above, hold on forever.</p>
<div class="lb-trans"><p>這就是為什麼現在是投資這隻頂級人工智能股票的理想時機，並且基於上述原因，值得長期持有。</p>
</div>

10 Reasons to Buy and Hold This AI Stock Forever

- Nvidia 在過去五年中增長了 1,400%，成為 AI 市場的領導者。  
- 公司在最新財年實現了 1300 億美元的收入，顯示出強大的盈利能力。  
- 目前股價合理，適合長期投資。

購買並長期持有這隻 AI 股票的 10 個理由