<p><strong>英偉達</strong>(NVDA 0.28%) 的股票剛剛創下歷史新高。但有一個問題：英偉達最近的上漲與公司本身沒有直接關係。相反，還有另一隻人工智能股票正在推動整個行業的估值上升。</p>
<h2>來自甲骨文的消息推動了英偉達的股價</h2>
<p>令人驚訝的是，市值超過 5000 億美元的公司從未在單個交易日內看到其股價上漲超過 30%。但這正是本週 <strong>甲骨文</strong>(ORCL -4.60%) 在宣佈了令人矚目的財報和對人工智能基礎設施需求的極為樂觀預測後發生的事情。</p>
<p>根據甲骨文首席執行官的説法，該公司在第一季度簽署了四個大型合同，使其積壓訂單超過 4500 億美元——是去年同期的四倍。甲骨文雲基礎設施——一個直接受益於人工智能支出的部門——預計將從去年增長 77%，達到 180 億美元。最令人印象深刻的是，該部門預計到 2030 年將實現 1440 億美元的收入。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkzOTMvZ2V0dHlpbWFnZXMtMjE0OTUzMDk5My0xMjAweDY3NS0xMjg1NTRlLTIuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="393" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkzOTMvZ2V0dHlpbWFnZXMtMjE0OTUzMDk5My0xMjAweDY3NS0xMjg1NTRlLTIuanBnJnc9NzAw"/></p>
<p>圖片來源：Getty Images。</p>
<p>對英偉達投資者來説，消息很明確：人工智能技術的支出在整個行業中持續快速增長。甲骨文樂觀的長期預測也為英偉達的增長前景增添了巨大的動力，因為英偉達製造和銷售頂級的 GPU：幾乎每個人工智能過程的關鍵組件。因此，甲骨文在這一方面的好消息對英偉達來説也是好消息，這就是本週英偉達股價上漲的原因。</p>

英偉達

甲骨文

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>英偉達的股票已達到歷史新高，這一增長並非源於自身的業績，而是受到甲骨文最近公佈的強勁財報和對人工智能基礎設施需求樂觀預測的推動。甲骨文的首席執行官透露了重要合同和超過 4500 億美元的訂單積壓，表明人工智能支出激增。甲骨文的這一積極前景提升了英偉達的增長前景，因為英偉達生產人工智能處理所需的關鍵 GPU，從而導致英偉達股價上漲</p>

<p><strong>Nvidia</strong>(NVDA 0.28%) stock just hit new all-time highs. But there's a catch: Nvidia's latest rise has nothing to do with the company itself, at least not directly. Instead, there's another AI stock that is causing the entire industry to rise in valuation.</p>
<div class="lb-trans"><p><strong>英偉達</strong>(NVDA 0.28%) 的股票剛剛創下歷史新高。但有一個問題：英偉達最近的上漲與公司本身沒有直接關係。相反，還有另一隻人工智能股票正在推動整個行業的估值上升。</p>
</div><h2>News from Oracle is fueling Nvidia's stock price</h2>
<div class="lb-trans"><h2>來自甲骨文的消息推動了英偉達的股價</h2>
</div><p>Amazingly, no company with a market cap north of $500 billion has ever seen its stock price rise by more than 30% in a single trading day. But that's exactly what happened this week with <strong>Oracle</strong>(ORCL -4.60%) after the company announced blockbuster earnings with incredibly optimistic forecasts for AI infrastructure demand.</p>
<div class="lb-trans"><p>令人驚訝的是，市值超過 5000 億美元的公司從未在單個交易日內看到其股價上漲超過 30%。但這正是本週 <strong>甲骨文</strong>(ORCL -4.60%) 在宣佈了令人矚目的財報和對人工智能基礎設施需求的極為樂觀預測後發生的事情。</p>
</div><p>According to Oracle's CEO, the firm inked four mega contracts in the first quarter, bringing its backlog to more than $450 billion -- four times what it was just a year ago. Oracle Cloud Infrastructure -- a division directly exposed to rising AI spending -- is expected to grow revenue by 77% to $18 billion from the previous year. Most impressively, that division is expected to reach $144 billion in revenue by 2030.</p>
<div class="lb-trans"><p>根據甲骨文首席執行官的説法，該公司在第一季度簽署了四個大型合同，使其積壓訂單超過 4500 億美元——是去年同期的四倍。甲骨文雲基礎設施——一個直接受益於人工智能支出的部門——預計將從去年增長 77%，達到 180 億美元。最令人印象深刻的是，該部門預計到 2030 年將實現 1440 億美元的收入。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkzOTMvZ2V0dHlpbWFnZXMtMjE0OTUzMDk5My0xMjAweDY3NS0xMjg1NTRlLTIuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F829393%2Fgettyimages-2149530993-1200x675-128554e-2.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>The news is clear for Nvidia investors: Spending on AI technologies continues to grow rapidly industrywide. Oracle's rosy long-term forecast also adds huge momentum for Nvidia's growth prospects considering Nvidia makes and sells the top-rated GPUs: critical components that power nearly every AI process. Good news for Oracle on this front should also be good news for Nvidia, hence Nvidia's rising share price this week.</p>
<div class="lb-trans"><p>對英偉達投資者來説，消息很明確：人工智能技術的支出在整個行業中持續快速增長。甲骨文樂觀的長期預測也為英偉達的增長前景增添了巨大的動力，因為英偉達製造和銷售頂級的 GPU：幾乎每個人工智能過程的關鍵組件。因此，甲骨文在這一方面的好消息對英偉達來説也是好消息，這就是本週英偉達股價上漲的原因。</p>
</div>

1 Surprising Reason Nvidia Stock Just Hit All-Time Highs

- Nvidia 股票創下歷史新高，主要受 Oracle 消息影響。  
- Oracle 公佈強勁財報，預計 AI 基礎設施需求激增。  
- AI 技術支出持續增長，利好 Nvidia 未來發展。  

英偉達股票創歷史新高的一個令人意外的原因