<p>如今，許多投資者都關注人工智能股票，這可能是一個明智的選擇，因為人工智能正在改變許多行業。但現在似乎市場上的任何人工智能股票都是贏家，這意味着一些投資者在評估公司時可能沒有盡到應有的盡職調查。</p>
<p>考慮到這一點，目前股價飆升的兩家人工智能公司是 <strong>Nvidia</strong>(NVDA -2.26%) 和 <strong>BigBear.ai</strong>(BBAI 0.95%)，值得仔細研究一下這兩家公司，以確定哪一隻股票更適合現在購買。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjcxOTUvZ2V0dHlpbWFnZXMtMTI5NjY4Njc4MC0xMjAxeDgwMC01YjJkZjc5LmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="466" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjcxOTUvZ2V0dHlpbWFnZXMtMTI5NjY4Njc4MC0xMjAxeDgwMC01YjJkZjc5LmpwZyZ3PTcwMA"/></p>
<p>圖片來源：Getty Images。</p>
<h2>Nvidia 的最新動態</h2>
<p>在這場對決中，Nvidia 獲得了最高的關注，因為該公司在過去幾年中經歷了巨大的增長，企業對其人工智能半導體的需求激增。估計 70% 到 95% 的數據中心都在使用 Nvidia 的人工智能處理器，公司的增長似乎沒有放緩的跡象。</p>
<p>例如，Nvidia 在 2025 財年的總銷售額飆升了 114%，達到了 1305 億美元，收益也飆升了 147%，每股收益為 2.94 美元。這一增長得益於公司的數據中心部門，該部門去年的收入激增了 142%，達到了 1150 億美元。</p>
<p>令人印象深刻的收益和收入增長使得 Nvidia 的股票在過去一年中上漲了 57%。這推動了公司的估值，Nvidia 的股票目前的市盈率約為 56。雖然這並不便宜，但仍低於目前半導體行業 64 的平均市盈率。</p>
<p>更重要的是，Nvidia 可能會在未來幾年繼續受益於人工智能投資。Nvidia 首席執行官黃仁勳認為，人工智能將在未來幾年推動 2 萬億美元的數據中心支出。雖然 Nvidia 的增長並非保證，但許多科技巨頭已經承諾在未來幾年內投入數千億美元來擴展他們的人工智能數據中心。這為 Nvidia 繼續增加銷售創造了持續的機會。</p>
<h2>BigBear.ai 的最新動態</h2>
<p>BigBear.ai 是一家人工智能數據分析公司，幫助企業和美國政府整理數據以做出決策。人工智能分析是一個蓬勃發展的人工智能趨勢，它推動了類似 <strong>Palantir</strong> 的公司的股票飛漲。BigBear.ai 的股票在過去一年中上漲了 323%。</p>
<p>但儘管其增長令人印象深刻，我對 BigBear.ai 有一些重大擔憂，包括其缺乏強勁的收入增長。BigBear.ai 在第一季度的銷售額僅增長了 5%，達到了 3480 萬美元，管理層對全年的展望為 1.6 億到 1.8 億美元——中間值僅增長了 7.5%。</p>
<p>對於一家試圖進入不斷擴大的人工智能分析市場的小型人工智能公司來説，這些銷售數字相當不令人滿意。該公司的一個問題是，52% 的收入來自僅四個客户。這意味着銷售高度集中在少數客户身上，如果其中一兩個客户離開，BigBear.ai 可能會陷入困境。</p>
<p>此外，該公司還缺乏盈利能力。BigBear.ai 去年每股虧損 1.10 美元，並在第一季度繼續這一趨勢，每股虧損 0.25 美元。雖然許多小型初創公司通常沒有盈利，但該公司缺乏盈利能力加上不令人滿意的銷售增長，確實是個問題。同時，BigBear.ai 的市銷率為 11，遠高於標準普爾 500 指數的平均市銷率 3，這意味着投資者目前為其支付了溢價。</p>
<h2>結論：Nvidia 無疑是贏家</h2>
<p>Nvidia 的股票並不便宜，投資於已經經歷過天文增長的人工智能股票總是存在風險。但該公司無疑是比 BigBear.ai 更好的投資，因為它的盈利能力極強，收入持續增長，並且在人工智能半導體市場上領先於競爭對手。</p>
<p>與此同時，BigBear.ai 的股票被高估，收入增長不盡如人意，且公司沒有盈利。這使得 Nvidia 在這場對決中成為毫無疑問的選擇，也是值得長期購買和持有的最佳人工智能股票之一。</p>

BBAI

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>投資者對人工智能股票的興趣日益增加，特別是對英偉達和 BigBear.ai。英偉達的增長顯著，銷售額增長了 114%，達到 1305 億美元，每股收益增長了 147%。其股票在過去一年中上漲了 57%。相比之下，BigBear.ai 的銷售額僅增長了 5%，達到 3480 萬美元，去年每股虧損 1.10 美元。儘管 BigBear.ai 的股票上漲了 323%，但其缺乏盈利能力和客户集中度高引發了擔憂。總體而言，由於英偉達強勁的財務表現和市場地位，被認為是更好的投資選擇</p>

<p>Many investors are focused on artificial intelligence stocks these days, which can be a smart play as AI transforms many industries. But it's starting to seem like <em>any</em> AI stock is a winner in the market right now, which means some investors may not be doing their due diligence when evaluating companies.</p>
<div class="lb-trans"><p>如今，許多投資者都關注人工智能股票，這可能是一個明智的選擇，因為人工智能正在改變許多行業。但現在似乎市場上的任何人工智能股票都是贏家，這意味着一些投資者在評估公司時可能沒有盡到應有的盡職調查。</p>
</div><p>With that in mind, two AI companies with surging share prices right now are <strong>Nvidia</strong>(NVDA -2.26%) and <strong>BigBear.ai</strong>(BBAI 0.95%), and it may be worth taking a closer look at both to see which one looks like the better AI stock to buy right now.</p>
<div class="lb-trans"><p>考慮到這一點，目前股價飆升的兩家人工智能公司是 <strong>Nvidia</strong>(NVDA -2.26%) 和 <strong>BigBear.ai</strong>(BBAI 0.95%)，值得仔細研究一下這兩家公司，以確定哪一隻股票更適合現在購買。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjcxOTUvZ2V0dHlpbWFnZXMtMTI5NjY4Njc4MC0xMjAxeDgwMC01YjJkZjc5LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F827195%2Fgettyimages-1296686780-1201x800-5b2df79.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>What's happening with Nvidia</h2>
<div class="lb-trans"><h2>Nvidia 的最新動態</h2>
</div><p>Nvidia gets top billing in this matchup because the company has experienced monster growth over the past few years as companies clamor for its artificial intelligence semiconductors. An estimated 70% to 95% of data centers utilize Nvidia's AI processors, and there seems to be no slowing down for the company's growth.</p>
<div class="lb-trans"><p>在這場對決中，Nvidia 獲得了最高的關注，因為該公司在過去幾年中經歷了巨大的增長，企業對其人工智能半導體的需求激增。估計 70% 到 95% 的數據中心都在使用 Nvidia 的人工智能處理器，公司的增長似乎沒有放緩的跡象。</p>
</div><p>For example, Nvidia's total sales soared 114% in fiscal 2025 to $130.5 billion, and its earnings skyrocketed 147% to $2.94 per share. This growth has been fueled by the company's data center segment, which experienced a 142% revenue surge to $115 billion last year.</p>
<div class="lb-trans"><p>例如，Nvidia 在 2025 財年的總銷售額飆升了 114%，達到了 1305 億美元，收益也飆升了 147%，每股收益為 2.94 美元。這一增長得益於公司的數據中心部門，該部門去年的收入激增了 142%，達到了 1150 億美元。</p>
</div><p>The impressive earnings and revenue growth have resulted in Nvidia's stock surging 57% over the past year. That's pushed the company's valuation higher, and Nvidia's shares currently have a price-to-earnings multiple of about 56. That's not cheap, but it's still lower than the average P/E ratio of 64 in the semiconductor industry right now.</p>
<div class="lb-trans"><p>令人印象深刻的收益和收入增長使得 Nvidia 的股票在過去一年中上漲了 57%。這推動了公司的估值，Nvidia 的股票目前的市盈率約為 56。雖然這並不便宜，但仍低於目前半導體行業 64 的平均市盈率。</p>
</div><p>What's more, Nvidia could continue to benefit from AI investments for many more years to come. Nvidia CEO Jensen Huang believes AI will fuel $2 trillion in data center spending over the next several years. While Nvidia's growth isn't guaranteed, many tech giants have already committed to spending hundreds of billions of dollars to expand their AI data centers over the next few years. That's creating an ongoing opportunity for Nvidia to continue increasing its sales.</p>
<div class="lb-trans"><p>更重要的是，Nvidia 可能會在未來幾年繼續受益於人工智能投資。Nvidia 首席執行官黃仁勳認為，人工智能將在未來幾年推動 2 萬億美元的數據中心支出。雖然 Nvidia 的增長並非保證，但許多科技巨頭已經承諾在未來幾年內投入數千億美元來擴展他們的人工智能數據中心。這為 Nvidia 繼續增加銷售創造了持續的機會。</p>
</div><h2>What's happening with BigBear.ai</h2>
<div class="lb-trans"><h2>BigBear.ai 的最新動態</h2>
</div><p>BigBear.ai is an AI data analytics company that helps companies and the U.S. government sort through their data to make decisions. AI analytics is a burgeoning AI trend, and it has propelled the stock of similar companies, like <strong>Palantir</strong>, into the stratosphere. BigBear.ai's stock, for its part, has jumped 323% over the past year.</p>
<div class="lb-trans"><p>BigBear.ai 是一家人工智能數據分析公司，幫助企業和美國政府整理數據以做出決策。人工智能分析是一個蓬勃發展的人工智能趨勢，它推動了類似 <strong>Palantir</strong> 的公司的股票飛漲。BigBear.ai 的股票在過去一年中上漲了 323%。</p>
</div><p>But despite its impressive gains, there are some significant concerns I have with BigBear.ai, including its lack of strong revenue growth. BigBear.ai's sales increased just 5% in Q1 to $34.8 million, and management's outlook for the full year is for $160 million to $180 million -- an increase of just 7.5% at the midpoint.</p>
<div class="lb-trans"><p>但儘管其增長令人印象深刻，我對 BigBear.ai 有一些重大擔憂，包括其缺乏強勁的收入增長。BigBear.ai 在第一季度的銷售額僅增長了 5%，達到了 3480 萬美元，管理層對全年的展望為 1.6 億到 1.8 億美元——中間值僅增長了 7.5%。</p>
</div><p>These are fairly unimpressive sales figures for a small AI company that's trying to tap into an expanding artificial intelligence analytics market. One of the company's problems is that 52% of its revenue comes from just four customers. That's a high concentration of sales from just a handful of customers, and it means that if one or two leave, BigBear.ai could be in trouble.</p>
<div class="lb-trans"><p>對於一家試圖進入不斷擴大的人工智能分析市場的小型人工智能公司來説，這些銷售數字相當不令人滿意。該公司的一個問題是，52% 的收入來自僅四個客户。這意味着銷售高度集中在少數客户身上，如果其中一兩個客户離開，BigBear.ai 可能會陷入困境。</p>
</div><p>And then there's the company's lack of earnings. BigBear.ai reported a loss of $1.10 per share last year and continued that trend with a loss of $0.25 per share in Q1. While many small start-ups often aren't profitable, it's problematic that the company's lack of earnings comes in addition to unimpressive sales growth. Meanwhile, BigBear.ai's stock has a price-to-sales ratio of 11, which is substantially higher than the average P/S multiple of 3 for the S&amp;P 500 and means that investors are paying a premium for it right now.</p>
<div class="lb-trans"><p>此外，該公司還缺乏盈利能力。BigBear.ai 去年每股虧損 1.10 美元，並在第一季度繼續這一趨勢，每股虧損 0.25 美元。雖然許多小型初創公司通常沒有盈利，但該公司缺乏盈利能力加上不令人滿意的銷售增長，確實是個問題。同時，BigBear.ai 的市銷率為 11，遠高於標準普爾 500 指數的平均市銷率 3，這意味着投資者目前為其支付了溢價。</p>
</div><h2>Verdict: Nvidia is the hands-down winner</h2>
<div class="lb-trans"><h2>結論：Nvidia 無疑是贏家</h2>
</div><p>Nvidia's stock isn't cheap, and there are always risks with investing in AI stocks that have already experienced astronomical growth. But the company is a hands-down better investment than BigBear.ai because it's massively profitable, continually expanding its revenue, and outpaces its rivals in the AI semiconductor market.</p>
<div class="lb-trans"><p>Nvidia 的股票並不便宜，投資於已經經歷過天文增長的人工智能股票總是存在風險。但該公司無疑是比 BigBear.ai 更好的投資，因為它的盈利能力極強，收入持續增長，並且在人工智能半導體市場上領先於競爭對手。</p>
</div><p>Meanwhile, BigBear.ai's stock is overvalued, its revenue growth is unimpressive, and the company isn't profitable. This makes Nvidia the no-brainer in this matchup and one of the best AI stocks to buy and hold for the long term.</p>
<div class="lb-trans"><p>與此同時，BigBear.ai 的股票被高估，收入增長不盡如人意，且公司沒有盈利。這使得 Nvidia 在這場對決中成為毫無疑問的選擇，也是值得長期購買和持有的最佳人工智能股票之一。</p>
</div>

Better Artificial Intelligence Stock: BigBear.ai vs. Nvidia

- 投資者關注人工智能股票，Nvidia 和 BigBear.ai 是兩家股價飆升的公司。  
- Nvidia 過去一年銷售增長 114%，盈利增長 147%，市盈率約 56。  
- BigBear.ai 銷售增長僅 5%，且面臨客户集中風險，盈利能力不足。  

哪隻人工智能股票更好：BigBear.ai 與 NVIDIA