---
title: "隨着 AI 市場的不斷擴大和加速增長，儘管面臨競爭，NVIDIA 依然表現出色：分析師"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/287152190.md"
description: "Futurum 的 Daniel Newman 表示，英偉達在上一代時有點像蘋果，當時該股票成為了一種令人興奮但相對安全的投資。他還強調，對於超大規模雲服務商來説，計算能力和容量是收入和盈利的關鍵驅動因素"
datetime: "2026-05-21T03:33:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287152190.md)
  - [en](https://longbridge.com/en/news/287152190.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287152190.md)
---

# 隨着 AI 市場的不斷擴大和加速增長，儘管面臨競爭，NVIDIA 依然表現出色：分析師

Daniel Newman of Futurum says Nvidia was somewhat like Apple during the last generation when the stock became an exciting but safe play. He also highlights that for hyperscalers, compute power and capacity are key drivers for revenue and profitability.

### 相關股票

- [NVDA.US](https://longbridge.com/zh-HK/quote/NVDA.US.md)
- [GAMR.US](https://longbridge.com/zh-HK/quote/GAMR.US.md)
- [NVDU.US](https://longbridge.com/zh-HK/quote/NVDU.US.md)
- [SOXL.US](https://longbridge.com/zh-HK/quote/SOXL.US.md)
- [AAPL.US](https://longbridge.com/zh-HK/quote/AAPL.US.md)
- [NVD.DE](https://longbridge.com/zh-HK/quote/NVD.DE.md)

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