<p><strong>英偉達</strong>(NVDA 3.91%) 的股價一直處於低迷狀態。這家人工智能（AI）領軍企業在 2026 財年第二季度表現強勁，但其股價在 2025 年已經大幅上漲。此外，投資者越來越擔心英偉達在中國的業務可能面臨困境。</p>
<p>管理層表示，在第二季度沒有銷售任何針對中國市場的 H20 芯片，也沒有在第三季度的展望中包含任何未來銷售。這讓投資者感到不安，英偉達的股價在 8 月 27 日的季度報告後持續下滑，已經持續一個月。</p>
<p>然而，仍然有很大的理由持有英偉達的股票。在過去一個月中超過 8% 的價格下跌為投資者提供了更好的買入機會。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzEwNjYvYWktbGl0LXVwLW9uLWNvbXB1dGVyLWNoaXAuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="437" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzEwNjYvYWktbGl0LXVwLW9uLWNvbXB1dGVyLWNoaXAuanBnJnc9NzAw"/></p>
<p>圖片來源：Getty Images。</p>
<h2>英偉達面臨巨大的機會——即使沒有中國市場</h2>
<p>英偉達首席執行官黃仁勳可能在很大程度上導致了投資者的擔憂。在 5 月的一次採訪中，黃仁勳討論了芯片出口限制，他表示，未來幾年被排除在 500 億美元的中國市場之外將是美國公司的 “巨大損失”。</p>
<p>英偉達的數據中心銷售在最近一個季度僅環比增長 5%。這主要是由於缺乏中國市場的銷售，與過去兩年報告的季度銷售環比增長相比大幅下降。但專注於中國市場的投資者忽視了更大的局面。預計整個 AI 市場在本十年剩餘時間內將繼續強勁增長。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzEwNjYvYWktdGVjaG5vbG9naWVzLW1hcmtldC1zaXplLXdvcmxkd2lkZS0yMDIwLTIwMzAtYnktc2VnbWVudC5wbmcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="520" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzEwNjYvYWktdGVjaG5vbG9naWVzLW1hcmtldC1zaXplLXdvcmxkd2lkZS0yMDIwLTIwMzAtYnktc2VnbWVudC5wbmcmdz03MDA"/></p>
<p>圖片來源：Statista。</p>
<p>圖表中的數據代表未來三年的 16.5% 的複合年增長率，以及到 2030 年約 15% 的增長率。英偉達將在滿足這些需求方面發揮主導作用。即使沒有中國市場的銷售，英偉達仍然預計第三季度整體收入環比增長 15.6%。</p>
<p>需求依然強勁，這種趨勢預計將持續數年。全球市場的前景應該讓投資者有信心在英偉達股票近期下跌時進行買入。</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>英偉達的股票最近因對其中國業務的擔憂以及第二季度銷售不足而下跌。儘管如此，整體人工智能市場預計將顯著增長，英偉達預計在第三季度將實現 15.6% 的收入增長。投資者被鼓勵將近期的下跌視為買入機會，因為英偉達在不斷擴大的人工智能領域中仍然處於良好位置</p>

<p><strong>Nvidia</strong>(NVDA 3.91%) shares have been in a slump. The artificial intelligence (AI) leader had a strong fiscal 2026 second quarter, but the stock had already moved meaningfully higher in 2025. Additionally, investors are increasingly concerned that Nvidia's China business may be in trouble.</p>
<div class="lb-trans"><p><strong>英偉達</strong>(NVDA 3.91%) 的股價一直處於低迷狀態。這家人工智能（AI）領軍企業在 2026 財年第二季度表現強勁，但其股價在 2025 年已經大幅上漲。此外，投資者越來越擔心英偉達在中國的業務可能面臨困境。</p>
</div><p>Management said it didn't sell any of Nvidia's China-specific H20 chips in Q2, and also didn't include any future sales in its third-quarter outlook. That spooked investors, and Nvidia shares have continued a monthlong slide after its quarterly report on Aug. 27.</p>
<div class="lb-trans"><p>管理層表示，在第二季度沒有銷售任何針對中國市場的 H20 芯片，也沒有在第三季度的展望中包含任何未來銷售。這讓投資者感到不安，英偉達的股價在 8 月 27 日的季度報告後持續下滑，已經持續一個月。</p>
</div><p>Yet there is still a great reason to own Nvidia shares. And the more than 8% price decline over the last month gives investors a better opportunity to buy them now.</p>
<div class="lb-trans"><p>然而，仍然有很大的理由持有英偉達的股票。在過去一個月中超過 8% 的價格下跌為投資者提供了更好的買入機會。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzEwNjYvYWktbGl0LXVwLW9uLWNvbXB1dGVyLWNoaXAuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F831066%2Fai-lit-up-on-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 has a massive opportunity ahead -- even without China</h2>
<div class="lb-trans"><h2>英偉達面臨巨大的機會——即使沒有中國市場</h2>
</div><p>Nvidia CEO Jensen Huang may be largely responsible for investor fears. In a May interview in which Huang discussed chip export restrictions, he said that being cut out of the $50 billion Chinese market over the next several years would be a &#34;tremendous loss&#34; for U.S. companies.</p>
<div class="lb-trans"><p>英偉達首席執行官黃仁勳可能在很大程度上導致了投資者的擔憂。在 5 月的一次採訪中，黃仁勳討論了芯片出口限制，他表示，未來幾年被排除在 500 億美元的中國市場之外將是美國公司的 “巨大損失”。</p>
</div><p>Nvidia's data center sales only grew 5% sequentially in the most recent quarter. That was largely due to the lack of China sales and was a big drop from the sequential quarterly sales increases it had been reporting in the last two years. But investors focusing on China are overlooking the bigger picture. The overall AI market is expected to continue to grow strongly for the remainder of this decade.</p>
<div class="lb-trans"><p>英偉達的數據中心銷售在最近一個季度僅環比增長 5%。這主要是由於缺乏中國市場的銷售，與過去兩年報告的季度銷售環比增長相比大幅下降。但專注於中國市場的投資者忽視了更大的局面。預計整個 AI 市場在本十年剩餘時間內將繼續強勁增長。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzEwNjYvYWktdGVjaG5vbG9naWVzLW1hcmtldC1zaXplLXdvcmxkd2lkZS0yMDIwLTIwMzAtYnktc2VnbWVudC5wbmcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F831066%2Fai-technologies-market-size-worldwide-2020-2030-by-segment.png&amp;op=resize&amp;w=700"/></p>
<p>Image source: Statista.</p>
<div class="lb-trans"><p>圖片來源：Statista。</p>
</div><p>The data in the chart represents a 16.5% compound annual growth rate over the next three years and about 15% through 2030. Nvidia will play a leading role in supplying those needs. Nvidia's business is broad enough for the company to still be expecting a 15.6% sequential <em>overall</em> revenue increase in Q3, even without any China sales.</p>
<div class="lb-trans"><p>圖表中的數據代表未來三年的 16.5% 的複合年增長率，以及到 2030 年約 15% 的增長率。英偉達將在滿足這些需求方面發揮主導作用。即使沒有中國市場的銷售，英偉達仍然預計第三季度整體收入環比增長 15.6%。</p>
</div><p>Demand remains strong, and that should continue for several years. The global picture should give investors confidence to buy the recent dip in Nvidia stock.</p>
<div class="lb-trans"><p>需求依然強勁，這種趨勢預計將持續數年。全球市場的前景應該讓投資者有信心在英偉達股票近期下跌時進行買入。</p>
</div>

Prediction: Nvidia Will Soar Over the Next 3 Years. Here's 1 Reason Why.

- Nvidia 股價近期下滑，儘管第二季度表現強勁。  
- 管理層表示第二季度未售出中國市場的 H20 芯片，導致投資者擔憂。  
- 儘管面臨挑戰，Nvidia 仍預計第三季度收入將增長 15.6%。

預測：英偉達將在未來三年內大幅上漲。以下是其中一個原因