<p><strong>英偉達</strong>(NVDA 0.36%) 的股價今年上漲了約 30%，截至 8 月 29 日的一週，主要受到人工智能（AI）熱潮的推動。這家半導體芯片製造商的股票在 4 月 7 日因特朗普總統宣佈新關税而引發股市崩盤後，從 52 周低點反彈。</p>
<p>僅僅因為英偉達的股價反彈並不意味着你錯過了購買的機會。一個表明英偉達股票仍有上漲空間的因素是其股價估值。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzEwNjgvYWlfcm9ib3Rfd2F0Y2hpbmdfc3RvY2tzX3Jpc2UtZ2V0dHlpbWFnZXMtMTM4OTIwNzA0MS0xMjAxeDgwMC05YjlmMTg1LTEyNDE5cG0ucG5nJnc9NzAw?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzEwNjgvYWlfcm9ib3Rfd2F0Y2hpbmdfc3RvY2tzX3Jpc2UtZ2V0dHlpbWFnZXMtMTM4OTIwNzA0MS0xMjAxeDgwMC05YjlmMTg1LTEyNDE5cG0ucG5nJnc9NzAw"/></p>
<p>圖片來源：Getty Images。</p>
<h2>評估英偉達股票的估值</h2>
<p>市盈率（P/E）是評估英偉達股票價值的常用方法。將其與一些公司的 AI 半導體競爭對手，如 <strong>超微半導體</strong> 和 <strong>博通</strong> 進行比較，可以提供有價值的見解。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/58d885f2e2657fbf42705ab8149f4202.png?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://media.ycharts.com/charts/58d885f2e2657fbf42705ab8149f4202.png"/></p>
<p>數據來源：YCharts。</p>
<p>圖表顯示，英偉達的盈利倍數顯著低於 AMD 和博通，表明其股票更具價值。事實上，其當前的市盈率約為 50，低於去年在歷史高位時的水平，因此其估值有所改善。</p>
<p>英偉達的業績解釋了這一點。在截至 7 月 27 日的財年第二季度，其淨收入同比飆升 59%，達到 264 億美元，收入同比增長 56%，達到 467 億美元。</p>
<p>在第二季度業績顯示其數據中心收入未達到華爾街預期後，英偉達的股價下跌，創造了一個買入機會。</p>
<p>部分短缺是由於美國政府阻止 AI 芯片銷售給中國。因此，英偉達將該地區排除在其預測的財年第三季度收入 54 億美元之外。儘管如此，這一數字仍較去年 35.1 億美元有顯著增長，表明對英偉達產品的需求並未減緩。</p>
<p>公司的管理層預測，到 2030 年，AI 基礎設施支出將達到至少 3 萬億美元。雖然預測差異很大，有些人預測到本世紀末全球資本支出將超過 7 萬億美元，但迄今為止，AI 支出顯示出爆炸性增長，這意味着英偉達可能會迎來更多的收入增長年。</p>

英偉達

<p>英偉達的股票今年上漲了 30%，受到人工智能熱潮的推動。儘管由於未能達到收入預期而最近出現下跌，但其市盈率為 50，低於競爭對手，表明仍然是一個不錯的投資選擇。該公司報告第二季度淨收入增長了 59%，收入增長了 56%。英偉達預計人工智能基礎設施支出將顯著增長，預計到 2030 年將達到至少 3 萬億美元，這表明未來收入增長的潛力</p>

<p><strong>Nvidia</strong>(NVDA 0.36%) shares are trading up about 30% this year, through the week ending Aug. 29, driven by the frenzy around artificial intelligence (AI). The semiconductor chipmaker's stock bounced back from a 52-week low reached on April 7 after President Donald Trump's announcement of new tariffs triggered a stock market crash.</p>
<div class="lb-trans"><p><strong>英偉達</strong>(NVDA 0.36%) 的股價今年上漲了約 30%，截至 8 月 29 日的一週，主要受到人工智能（AI）熱潮的推動。這家半導體芯片製造商的股票在 4 月 7 日因特朗普總統宣佈新關税而引發股市崩盤後，從 52 周低點反彈。</p>
</div><p>Just because Nvidia's share price rebounded doesn't mean you missed the boat to buy. One factor suggesting Nvidia stock still has room to run is its share price valuation.</p>
<div class="lb-trans"><p>僅僅因為英偉達的股價反彈並不意味着你錯過了購買的機會。一個表明英偉達股票仍有上漲空間的因素是其股價估值。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzEwNjgvYWlfcm9ib3Rfd2F0Y2hpbmdfc3RvY2tzX3Jpc2UtZ2V0dHlpbWFnZXMtMTM4OTIwNzA0MS0xMjAxeDgwMC05YjlmMTg1LTEyNDE5cG0ucG5nJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F831068%2Fai_robot_watching_stocks_rise-gettyimages-1389207041-1201x800-9b9f185-12419pm.png&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>Gauging Nvidia stock's valuation</h2>
<div class="lb-trans"><h2>評估英偉達股票的估值</h2>
</div><p>The price-to-earnings (P/E) ratio is a common method to assess the value of Nvidia stock. Comparing it to some of the company's AI semiconductor competitors, such as <strong>Advanced Micro Devices</strong> and <strong>Broadcom</strong>, can offer valuable insights.</p>
<div class="lb-trans"><p>市盈率（P/E）是評估英偉達股票價值的常用方法。將其與一些公司的 AI 半導體競爭對手，如 <strong>超微半導體</strong> 和 <strong>博通</strong> 進行比較，可以提供有價值的見解。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/58d885f2e2657fbf42705ab8149f4202.png" alt="" original-src="https://media.ycharts.com/charts/58d885f2e2657fbf42705ab8149f4202.png"/></p>
<p>Data by YCharts.</p>
<div class="lb-trans"><p>數據來源：YCharts。</p>
</div><p>The chart reveals Nvidia's earnings multiple is significantly below that of AMD and Broadcom, indicating its stock is a better value. In fact, its current P/E ratio of about 50 is lower than it was last year when it was trading at all-time highs, so its valuation has improved.</p>
<div class="lb-trans"><p>圖表顯示，英偉達的盈利倍數顯著低於 AMD 和博通，表明其股票更具價值。事實上，其當前的市盈率約為 50，低於去年在歷史高位時的水平，因此其估值有所改善。</p>
</div><p>Nvidia's performance explains why. For its fiscal second quarter, ended July 27, its net income soared 59% over the prior year to $26.4 billion as revenue rose 56% year over year to $46.7 billion.</p>
<div class="lb-trans"><p>英偉達的業績解釋了這一點。在截至 7 月 27 日的財年第二季度，其淨收入同比飆升 59%，達到 264 億美元，收入同比增長 56%，達到 467 億美元。</p>
</div><p>Nvidia's share price dropped after Q2 results showed its data center revenue missed Wall Street's expectations, creating a buy opportunity.</p>
<div class="lb-trans"><p>在第二季度業績顯示其數據中心收入未達到華爾街預期後，英偉達的股價下跌，創造了一個買入機會。</p>
</div><p>Part of the shortfall was due to the U.S. government blocking AI chip sales to China. Consequently, Nvidia excluded the region from its forecast fiscal Q3 revenue of $54 billion. Even so, that figure is a substantial increase from the previous year's $35.1 billion, demonstrating demand for Nvidia products isn't slowing down.</p>
<div class="lb-trans"><p>部分短缺是由於美國政府阻止 AI 芯片銷售給中國。因此，英偉達將該地區排除在其預測的財年第三季度收入 54 億美元之外。儘管如此，這一數字仍較去年 35.1 億美元有顯著增長，表明對英偉達產品的需求並未減緩。</p>
</div><p>The company's management predicts AI infrastructure spending will hit at least $3 trillion by 2030. While forecasts vary widely, with some predicting global capital expenditures will exceed $7 trillion by the end of the decade, AI spending to date has shown explosive expansion, which means Nvidia could see more years of revenue growth ahead.</p>
<div class="lb-trans"><p>公司的管理層預測，到 2030 年，AI 基礎設施支出將達到至少 3 萬億美元。雖然預測差異很大，有些人預測到本世紀末全球資本支出將超過 7 萬億美元，但迄今為止，AI 支出顯示出爆炸性增長，這意味着英偉達可能會迎來更多的收入增長年。</p>
</div>

Think It's Too Late to Buy Nvidia? Here's the 1 Reason Why There's Still Time

- Nvidia 股價今年上漲約 30%，受人工智能熱潮推動。  
- 其市盈率低於競爭對手，表明股票價值較高。  
- 管理層預測到 2030 年 AI 基礎設施支出將達到至少 3 萬億美元。

覺得現在買入 NVIDIA 已經太晚了嗎？這裏有一個理由説明為什麼仍然有機會