<p><strong>英偉達</strong>（NVDA +0.80%）的股價在過去三個月受到壓力，價值幾乎下降了 2%，原因多種多樣。</p><p>從與向中國運輸其芯片相關的地緣政治緊張局勢，到對 人工智能（AI）數據中心鉅額支出的可持續性 的擔憂，再到對人工智能是否處於泡沫的疑慮，投資者找到了多個理由來懷疑英偉達的前景。然而，他們似乎忽視了英偉達儘管是全球最大的公司，卻仍在實現顯著增長。</p><p>因此，當它在 2 月 25 日發佈另一輪出色的業績時，股價飆升也就不足為奇了。</p><figure class="image"><img src="https://pub.pbkrs.com/uploads/2026/6de060eda255037f62a92b9c15072c69?x-oss-process=style/lg" width="2000" height="1200" original-src="https://pub.pbkrs.com/uploads/2026/6de060eda255037f62a92b9c15072c69"/></figure><p>圖片來源：英偉達。</p><h2 id="7mbujsdgn">預計英偉達的增長將在今年加速</h2><p>英偉達將在 2 月 25 日市場收盤後發佈其 2026 財年第四季度業績（截至 2026 年 1 月 25 日的期間）。考慮到它在過去四個季度中都超出了市場共識的盈利預期，這一點令人印象深刻，儘管它面臨着如對中國客户銷售芯片的限制等逆風。</p><p>展開</p><figure class="image"><img src="https://pub.pbkrs.com/uploads/2026/a508b02705b6ae1c8581c6e935a4423a?x-oss-process=style/lg" alt="英偉達股票報價" width="80" height="80" original-src="https://pub.pbkrs.com/uploads/2026/a508b02705b6ae1c8581c6e935a4423a"/></figure><h2 id="t5zachqca">NASDAQ: NVDA</h2><p>英偉達</p><p>今日變動</p><p>(0.80%) $1.51</p><p>當前價格</p><p>$190.05</p><h3 id="jy051co6y">關鍵數據點</h3><p>市值</p><p>$4.6 萬億</p><p>日內區間</p><p>$188.77 - $193.26</p><p>52 周區間</p><p>$86.62 - $212.19</p><p>成交量</p><p>1.44 億</p><p>平均成交量</p><p>1.81 億</p><p>毛利率</p><p>70.05%</p><p>股息收益率</p><p>0.02%</p><p>分析師預計英偉達在 2026 財年第四季度的收入將增長 67%，達到 655 億美元，幾乎與公司的指引一致。預計其盈利將比去年同期增長 71%，考慮到英偉達改善的產品組合和成本控制措施，這似乎是可以實現的。值得注意的是，英偉達的指引並未包括對中國客户的潛在銷售。</p><p>展望未來，分析師預測英偉達的盈利增長將在 2027 財年加速至 63%，而去年為 57%。新財年的強勁增長預測並不令人驚訝。英偉達計劃在今年推出其下一代 Vera Rubin 數據中心顯卡。這些顯卡已經進入全面生產，正如英偉達上個月所指出的。</p><p>根據滙豐銀行的説法，Vera Rubin 芯片系統將比上一代 Blackwell 系統更具溢價。考慮到 Vera Rubin 數據中心芯片預計將使 AI 推理成本降低 10 倍，相比於 Blackwell，銷售這些新處理器的情況不會令人感到意外。</p><p>因此，英偉達在本月晚些時候發佈業績時，可能會給出超出預期的指引，這可能足以讓股價恢復活力。</p><h2 id="tqu18i1w">投資者可能忽視了現在購買英偉達股票的明顯理由</h2><p>英偉達股票近期的疲軟和公司的顯著增長使得現在購買它成為一個明智的選擇。它的前瞻市盈率僅為 24 倍，低於以納斯達克 100 指數的前瞻市盈率 26 倍為基準的科技股。</p><p>更重要的是，分析師對該股在未來一年的前景持樂觀態度。英偉達股票 的 12 個月中位目標價為 250 美元，這將比當前水平上漲 35%。然而，考慮到其強勁的收入管道和新一代 AI 處理器的到來，這隻半導體股票可能會實現更大的漲幅，因此在 2 月 25 日之前以有吸引力的價格購買它是個好主意。</p>

英偉達

2 倍做多英偉達 ETF - GraniteShares

英偉達期權收益策略 ETF - YieldMax

2 倍做多英偉達 ETF - Direxion

2 倍做多 NVDA ETF - T-Rex

半導體 3 倍做多 - Direxion

南方兩倍做多英偉達

南方兩倍做空英偉達

1 倍做空英偉達 ETF - Direxion

2 倍做空 NVDA ETF - T-Rex

<p>Nvidia (NVDA) 的股票在過去三個月中因地緣政治緊張局勢和對人工智能支出擔憂而下跌了 2%。然而，該公司預計將在 2 月 25 日公佈強勁的 2024 財年第四季度業績，預計收入將增長 67% 達到 655 億美元，盈利將增長 71%。分析師預測，隨着新款 Vera Rubin 數據中心顯卡的推出，Nvidia 將繼續增長。目前，Nvidia 股票的前瞻市盈率為 24 倍，被視為強烈買入，12 個月的目標價為 250 美元，意味着潛在的 35% 增長</p>

<p>Shares of <strong>Nvidia</strong>( NVDA +0.80%) have been under pressure over the past three months, shedding almost 2% of their value owing to a variety of factors.</p>
<div class="lb-trans"><p><strong>英偉達</strong>（NVDA +0.80%）的股價在過去三個月受到壓力，價值幾乎下降了 2%，原因多種多樣。</p>
</div><p>From geopolitical tensions related to the shipments of its chips to China to the sustainability of the huge spending on artificial intelligence (AI) data centers to concerns about AI being in a bubble, investors have found multiple reasons to doubt Nvidia's prospects. However, they seem to be overlooking the remarkable growth that Nvidia has been clocking despite its status as the largest company in the world.</p>
<div class="lb-trans"><p>從與向中國運輸其芯片相關的地緣政治緊張局勢，到對 人工智能（AI）數據中心鉅額支出的可持續性 的擔憂，再到對人工智能是否處於泡沫的疑慮，投資者找到了多個理由來懷疑英偉達的前景。然而，他們似乎忽視了英偉達儘管是全球最大的公司，卻仍在實現顯著增長。</p>
</div><p>As a result, it won't be surprising to see the stock soaring when it releases another round of terrific results on Feb. 25.</p>
<div class="lb-trans"><p>因此，當它在 2 月 25 日發佈另一輪出色的業績時，股價飆升也就不足為奇了。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NTQ1ODkvbnZpZGlhLWhlYWRxdWFydGVycy1vdXRzaWRlLXdpdGgtYmxhY2stbnZpZGlhLXNpZ24td2l0aC1udmlkaWEtbG9nby5qcGcmdz0zODQw" alt="Nvidia signboard outside a company building." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F854589%2Fnvidia-headquarters-outside-with-black-nvidia-sign-with-nvidia-logo.jpg&amp;w=3840&amp;op=resize"/></p>
<p>Image source: Nvidia.</p>
<div class="lb-trans"><p>圖片來源：英偉達。</p>
</div><h2>Nvidia's growth is anticipated to accelerate this year</h2>
<div class="lb-trans"><h2>預計英偉達的增長將在今年加速</h2>
</div><p>Nvidia will release its fiscal 2026 fourth-quarter results (for the period ended Jan. 25, 2026) after the market closes on Feb. 25. The company has exceeded consensus earnings estimates in each of the last four quarters, which is impressive considering that it has witnessed headwinds such as restrictions on sales of its chips to Chinese customers.</p>
<div class="lb-trans"><p>英偉達將在 2 月 25 日市場收盤後發佈其 2026 財年第四季度業績（截至 2026 年 1 月 25 日的期間）。考慮到它在過去四個季度中都超出了市場共識的盈利預期，這一點令人印象深刻，儘管它面臨着如對中國客户銷售芯片的限制等逆風。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展開</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4" alt="Nvidia Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FNVDA.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: NVDA</h2>
<div class="lb-trans"><h2>NASDAQ: NVDA</h2>
</div><p>Nvidia</p>
<div class="lb-trans"><p>英偉達</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日變動</p>
</div><p>(0.80%) $1.51</p>
<div class="lb-trans"><p>(0.80%) $1.51</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>當前價格</p>
</div><p>$190.05</p>
<div class="lb-trans"><p>$190.05</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>關鍵數據點</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$4.6T</p>
<div class="lb-trans"><p>$4.6 萬億</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日內區間</p>
</div><p>$188.77 - $193.26</p>
<div class="lb-trans"><p>$188.77 - $193.26</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周區間</p>
</div><p>$86.62 - $212.19</p>
<div class="lb-trans"><p>$86.62 - $212.19</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>144M</p>
<div class="lb-trans"><p>1.44 億</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>181M</p>
<div class="lb-trans"><p>1.81 億</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>70.05%</p>
<div class="lb-trans"><p>70.05%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.02%</p>
<div class="lb-trans"><p>0.02%</p>
</div><p>Analysts are expecting a 67% increase in Nvidia's revenue for fiscal Q4 to $65.5 billion, almost in line with the company's guidance. Its earnings are expected to jump by 71% from the year-ago period, which seems achievable considering Nvidia's improving product mix and cost-control initiatives. It is worth noting that Nvidia's guidance didn't include any potential sales to Chinese customers.</p>
<div class="lb-trans"><p>分析師預計英偉達在 2026 財年第四季度的收入將增長 67%，達到 655 億美元，幾乎與公司的指引一致。預計其盈利將比去年同期增長 71%，考慮到英偉達改善的產品組合和成本控制措施，這似乎是可以實現的。值得注意的是，英偉達的指引並未包括對中國客户的潛在銷售。</p>
</div><p>Looking ahead, analysts forecast Nvidia's earnings growth to accelerate to 63% in fiscal 2027 from 57% last year. The solid growth forecasts for the new fiscal year aren't surprising. Nvidia is on track to launch its next-generation Vera Rubin data center graphics cards this year. These cards are already in full production, as Nvidia pointed out last month.</p>
<div class="lb-trans"><p>展望未來，分析師預測英偉達的盈利增長將在 2027 財年加速至 63%，而去年為 57%。新財年的強勁增長預測並不令人驚訝。英偉達計劃在今年推出其下一代 Vera Rubin 數據中心顯卡。這些顯卡已經進入全面生產，正如英偉達上個月所指出的。</p>
</div><p>According to HSBC, Vera Rubin chip systems will carry a premium over the previous-generation Blackwell systems. Given that the Vera Rubin data center chips are expected to reduce AI inference costs by 10 times when compared to Blackwell, it won't be surprising to see sales of these new processors take off.</p>
<div class="lb-trans"><p>根據滙豐銀行的説法，Vera Rubin 芯片系統將比上一代 Blackwell 系統更具溢價。考慮到 Vera Rubin 數據中心芯片預計將使 AI 推理成本降低 10 倍，相比於 Blackwell，銷售這些新處理器的情況不會令人感到意外。</p>
</div><p>So, there is a possibility Nvidia will deliver better-than-expected guidance when it releases its results later this month, and that could be enough for the stock to regain its mojo.</p>
<div class="lb-trans"><p>因此，英偉達在本月晚些時候發佈業績時，可能會給出超出預期的指引，這可能足以讓股價恢復活力。</p>
</div><h2>Investors may be missing an obvious reason to buy Nvidia stock right now</h2>
<div class="lb-trans"><h2>投資者可能忽視了現在購買英偉達股票的明顯理由</h2>
</div><p>Nvidia stock's recent weakness and the company's impressive growth have made it a no-brainer buy right now. It can be bought at just 24 times forward earnings, a discount to the tech-focused Nasdaq-100 index's forward earnings multiple of 26 (using the index as a proxy for tech stocks).</p>
<div class="lb-trans"><p>英偉達股票近期的疲軟和公司的顯著增長使得現在購買它成為一個明智的選擇。它的前瞻市盈率僅為 24 倍，低於以納斯達克 100 指數的前瞻市盈率 26 倍為基準的科技股。</p>
</div><p>What's more, analysts are bullish about the stock's prospects over the next year. Nvidia stock has a 12-month median price target of $250, which would be a 35% jump from current levels. However, this semiconductor stock could clock bigger gains given its strong revenue pipeline and the arrival of its new generation of AI processors, which is why it would be a good idea to buy it before Feb. 25 while it trades at attractive levels.</p>
<div class="lb-trans"><p>更重要的是，分析師對該股在未來一年的前景持樂觀態度。英偉達股票 的 12 個月中位目標價為 250 美元，這將比當前水平上漲 35%。然而，考慮到其強勁的收入管道和新一代 AI 處理器的到來，這隻半導體股票可能會實現更大的漲幅，因此在 2 月 25 日之前以有吸引力的價格購買它是個好主意。</p>
</div>

Prediction: This AI Stock Will Soar After Feb. 25. Here's Why.

- Nvidia 股票在過去三個月下跌近 2%。  
- 儘管面臨多重壓力，預計其財報將顯示 67% 收入增長。  
- 分析師對未來前景樂觀，目標價或漲至 $250。

預測：這隻 AI 股票將在 2 月 25 日之後大幅上漲。以下是原因