<p><strong>英偉達</strong>(NVDA 1.04%) 在每個季度的財報中都表現出色，但這並沒有讓投資者對這家人工智能（AI）巨頭的下一個更新感到無所謂。相反，投資者每次都同樣期待，甚至想知道這次是否會看到其快速增長故事的放緩。</p>
<p>隨着投資者倒計時到下一個財報發佈日——在這種情況下，定於 11 月 19 日——他們在尋找關於英偉達 AI 業務的線索，這一業務近年來創造了創紀錄的收入。作為全球最大的 AI 芯片設計公司，英偉達在最新的財年中實現了 1300 億美元的收入，而兩年前僅為 270 億美元。</p>
<p>現在，一個特別的線索——投資者確實可以依賴的線索——來自 <strong>台積電</strong>(TSM -1.68%)，英偉達的重要合作伙伴。台積電，全球最大的芯片製造商，剛剛為英偉達的股東宣佈了重大消息。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzgyODIvZ2V0dHlpbWFnZXMtMTA3MjAzNTU5OC5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzgyODIvZ2V0dHlpbWFnZXMtMTA3MjAzNTU5OC5qcGcmdz03MDA"/></p>
<p>圖片來源：Getty Images。</p>
<h2>英偉達與台積電的合作</h2>
<p>在我們討論這個好消息之前，先快速回顧一下英偉達的業務以及公司如何與台積電合作。多年來，英偉達圍繞遊戲市場設計芯片，但隨着 AI 作為增長機會的出現，公司將注意力轉向了這一領域。正如他們所説，剩下的就是歷史了。</p>
<p>如今，英偉達憑藉其高性能芯片以及從企業軟件到網絡系統的相關產品和服務主導了這一市場。這幫助其盈利和股價飆升——在過去五年中，英偉達的股價上漲了超過 1100%。</p>
<p>需要注意的是，儘管英偉達是一家_芯片設計公司_，但它並不是_芯片製造商_。英偉達實際上並不生產其 AI 芯片，即圖形處理單元（GPU），而是將這項工作交給台積電。台積電在市場的各個領域擁有超過 500 個客户，包括全球的芯片領導者——從英偉達到 <strong>博通</strong> 和 <strong>超威半導體</strong>。</p>
<h2>深入瞭解行業</h2>
<p>此外，由於先進芯片的實際生產隨着每次芯片創新變得越來越複雜，台積電在新項目開始前兩到三年就開始與客户合作。&#34;因此，我們可能會在行業中獲得最深刻和最廣泛的視角，&#34;首席執行官魏哲家在本週的財報電話會議上表示。</p>
<p>所有這些意味着，台積電對當前 AI 市場的情況以及未來的發展有着非常清晰的瞭解。這讓我想到了本週公司發佈的消息——這對英偉達的股東來説是個大新聞。</p>
<p>台積電報告稱，最近一個季度利潤增長 39%，收入增長 30%，超出分析師的預期。重要的是，魏哲家表示，台積電繼續看到客户的&#34;強勁前景&#34;，並且&#34;從我們客户的客户那裏收到了非常強烈的信號。...我們對 AI 大趨勢的信心正在增強。&#34;魏哲家補充説，半導體需求&#34;將繼續是非常基礎的&#34;。</p>
<h2>確認趨勢</h2>
<p>所有這些對英偉達的股東來説都是令人振奮的消息，因為這確認了芯片設計師在最近幾個季度所談論的趨勢以及對需求增長的預測。在英偉達最近的財報中，首席執行官黃仁勳預測，到 2030 年，AI 基礎設施支出可能會躍升至 4 萬億美元。台積電上週的報告讓我們對這一可能性充滿樂觀，並暗示英偉達已經開始收穫成果。</p>
<p>隨着客户尋求 GPU，芯片設計師必須向台積電尋求生產——而且台積電的收入增長很可能反映了對英偉達芯片的需求，因為英偉達是市場領導者。</p>
<p>所有這些意味着，投資者有理由對英偉達即將發佈的財報及其將傳達的關於未來 GPU 需求的信息感到樂觀。這對英偉達的股東來説是個令人振奮的消息——並使得該股票成為今天值得購買和持有的好選擇。</p>

英偉達

台積電

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>英偉達即將於 11 月 19 日發佈的財報備受投資者期待，尤其是在台積電宣佈利潤增長 39% 和收入增長 30%、超出預期之後。台積電的首席執行官對人工智能市場的增長表示信心，這與英偉達預測到 2030 年人工智能基礎設施支出將達到 4 萬億美元的預期相符。這一積極的前景表明對英偉達 GPU 的強勁需求，使其成為投資者眼中具有吸引力的股票</p>

<p><strong>Nvidia</strong>(NVDA 1.04%) has hit it out of the park quarter after quarter when reporting earnings, but that hasn't made investors blasé about the artificial intelligence (AI) giant's next update. Instead, investors wait with just as much anticipation each time around -- and even wonder if, this time, they'll see a slowdown in what's been a whirlwind growth story.</p>
<div class="lb-trans"><p><strong>英偉達</strong>(NVDA 1.04%) 在每個季度的財報中都表現出色，但這並沒有讓投資者對這家人工智能（AI）巨頭的下一個更新感到無所謂。相反，投資者每次都同樣期待，甚至想知道這次是否會看到其快速增長故事的放緩。</p>
</div><p>As investors count the days until the next report -- and in this case, it's set for Nov. 19 -- they look for clues about Nvidia's AI business, one that's generated record revenue in recent years. Nvidia, as the world's biggest AI chip designer, delivered $130 billion in revenue in the latest fiscal year -- that's compared to $27 billion just two years earlier.</p>
<div class="lb-trans"><p>隨着投資者倒計時到下一個財報發佈日——在這種情況下，定於 11 月 19 日——他們在尋找關於英偉達 AI 業務的線索，這一業務近年來創造了創紀錄的收入。作為全球最大的 AI 芯片設計公司，英偉達在最新的財年中實現了 1300 億美元的收入，而兩年前僅為 270 億美元。</p>
</div><p>Now, one particular clue -- and one investors truly can count on -- comes from <strong>Taiwan Semiconductor Manufacturing</strong>(TSM -1.68%), a key Nvidia partner. TSMC, the world's largest chip manufacturer, just announced big news for Nvidia stockholders.</p>
<div class="lb-trans"><p>現在，一個特別的線索——投資者確實可以依賴的線索——來自 <strong>台積電</strong>(TSM -1.68%)，英偉達的重要合作伙伴。台積電，全球最大的芯片製造商，剛剛為英偉達的股東宣佈了重大消息。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzgyODIvZ2V0dHlpbWFnZXMtMTA3MjAzNTU5OC5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F838282%2Fgettyimages-1072035598.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>How Nvidia and TSMC work together</h2>
<div class="lb-trans"><h2>英偉達與台積電的合作</h2>
</div><p>Before we get to this fantastic news, though, we'll take a quick look at Nvidia's business and how the company works with TSMC. Nvidia for many years built its business around designing chips for the gaming market, but as AI surfaced as a growth opportunity, the company turned its attention there. And, as they say, the rest is history.</p>
<div class="lb-trans"><p>在我們討論這個好消息之前，先快速回顧一下英偉達的業務以及公司如何與台積電合作。多年來，英偉達圍繞遊戲市場設計芯片，但隨着 AI 作為增長機會的出現，公司將注意力轉向了這一領域。正如他們所説，剩下的就是歷史了。</p>
</div><p>Today, Nvidia dominates this market with its high-powered chips as well as related products and services from enterprise software to networking systems. This has helped earnings and the stock price soar -- Nvidia shares have climbed more than 1,100% over the past five years.</p>
<div class="lb-trans"><p>如今，英偉達憑藉其高性能芯片以及從企業軟件到網絡系統的相關產品和服務主導了這一市場。這幫助其盈利和股價飆升——在過去五年中，英偉達的股價上漲了超過 1100%。</p>
</div><p>It's important to note that though Nvidia is a <em>chip designer</em>, it's not a <em>chipmaker</em>. Nvidia doesn't actually manufacture its AI chips, known as graphics processing units (GPUs), and instead turns to TSMC for that job. TSMC has more than 500 customers across segments of the market, including the world's chip leaders -- from Nvidia to <strong>Broadcom</strong> and <strong>Advanced Micro Devices</strong>.</p>
<div class="lb-trans"><p>需要注意的是，儘管英偉達是一家_芯片設計公司_，但它並不是_芯片製造商_。英偉達實際上並不生產其 AI 芯片，即圖形處理單元（GPU），而是將這項工作交給台積電。台積電在市場的各個領域擁有超過 500 個客户，包括全球的芯片領導者——從英偉達到 <strong>博通</strong> 和 <strong>超威半導體</strong>。</p>
</div><h2>A deep look at the industry</h2>
<div class="lb-trans"><h2>深入瞭解行業</h2>
</div><p>On top of this, since the actual production of advanced chips becomes more and more complex with each chip innovation, TSMC starts work with customers two to three years prior to a new project. &#34;Therefore, we probably get the deepest and widest look possible in the industry,&#34; CEO C.C. Wei said during the company's earnings call this week.</p>
<div class="lb-trans"><p>此外，由於先進芯片的實際生產隨着每次芯片創新變得越來越複雜，台積電在新項目開始前兩到三年就開始與客户合作。&#34;因此，我們可能會在行業中獲得最深刻和最廣泛的視角，&#34;首席執行官魏哲家在本週的財報電話會議上表示。</p>
</div><p>All of this means TSMC has a very clear picture of what's happening in today's AI market and what lies ahead. And this brings me to the news the company delivered this week -- news that's a big deal for Nvidia stockholders.</p>
<div class="lb-trans"><p>所有這些意味着，台積電對當前 AI 市場的情況以及未來的發展有着非常清晰的瞭解。這讓我想到了本週公司發佈的消息——這對英偉達的股東來説是個大新聞。</p>
</div><p>TSMC reported a 39% increase in profit and a 30% increase in revenue in the recent quarter, beating analysts' estimates. Importantly, Wei said TSMC continues to see a &#34;strong outlook&#34; from customers and &#34;received very strong signals from our customers' customers. ... Our conviction in the AI megatrend is strengthening.&#34; Wei added that semiconductor demand &#34;will continue to be very fundamental.&#34;</p>
<div class="lb-trans"><p>台積電報告稱，最近一個季度利潤增長 39%，收入增長 30%，超出分析師的預期。重要的是，魏哲家表示，台積電繼續看到客户的&#34;強勁前景&#34;，並且&#34;從我們客户的客户那裏收到了非常強烈的信號。...我們對 AI 大趨勢的信心正在增強。&#34;魏哲家補充説，半導體需求&#34;將繼續是非常基礎的&#34;。</p>
</div><h2>Confirming the trend</h2>
<div class="lb-trans"><h2>確認趨勢</h2>
</div><p>All of this is incredible news for Nvidia's shareholders as it confirms the trends the chip designer has spoken of in recent quarters and its prediction for growth in demand. In Nvidia's most recent earnings report, back in August, CEO Jensen Huang predicted that AI infrastructure spending may jump to $4 trillion by 2030. TSMC's report this past week offers us reason to be optimistic about that possibility and suggests that Nvidia is already starting to reap the rewards.</p>
<div class="lb-trans"><p>所有這些對英偉達的股東來説都是令人振奮的消息，因為這確認了芯片設計師在最近幾個季度所談論的趨勢以及對需求增長的預測。在英偉達最近的財報中，首席執行官黃仁勳預測，到 2030 年，AI 基礎設施支出可能會躍升至 4 萬億美元。台積電上週的報告讓我們對這一可能性充滿樂觀，並暗示英偉達已經開始收穫成果。</p>
</div><p>As customers seek GPUs, chip designers must turn to TSMC for production -- and it's likely that TSMC's revenue gains reflect demand for Nvidia's chips since Nvidia is the market leader.</p>
<div class="lb-trans"><p>隨着客户尋求 GPU，芯片設計師必須向台積電尋求生產——而且台積電的收入增長很可能反映了對英偉達芯片的需求，因為英偉達是市場領導者。</p>
</div><p>All of this means there's reason for investors to be optimistic about Nvidia's upcoming earnings report and the messages it will deliver regarding future demand for its GPUs. That's incredible news for Nvidia stockholders -- and makes the stock a great one to buy and hold today.</p>
<div class="lb-trans"><p>所有這些意味着，投資者有理由對英偉達即將發佈的財報及其將傳達的關於未來 GPU 需求的信息感到樂觀。這對英偉達的股東來説是個令人振奮的消息——並使得該股票成為今天值得購買和持有的好選擇。</p>
</div>

Taiwan Semiconductor Manufacturing Just Announced Big News for Nvidia Stockholders

- Nvidia 將於 11 月 19 日發佈財報，投資者期待 AI 業務的線索。  
- TSMC 報告顯示利潤增長 39%，收入增長 30%，表明 AI 市場需求強勁。  
- Nvidia 預計 AI 基礎設施支出到 2030 年將達 4 萬億美元，前景樂觀。  

台積電剛剛宣佈了對英偉達股東來説的重大消息