<h2>關鍵要點</h2>
<ul>
<li>英偉達最近在 Lumentum、Coherent 和 Marvell Technology 方面進行了戰略投資。</li>
</ul>
<ul>
<li>這些投資使英偉達能夠在更廣泛的人工智能硬件市場中保持強大的控制力。</li>
</ul>
<ul>
<li>我們更看好的 10 只股票 ›</li>
</ul>
<p><strong>英偉達</strong>（NASDAQ: NVDA）在人工智能（AI）時代一直是表現最好的股票之一，這並不令人驚訝，因為其芯片在過去幾年中對大型語言模型（LLMs）的訓練至關重要。</p>
<p>三年前投資 1000 美元於英偉達股票，現在價值超過 5400 美元。對英偉達投資者來説，好消息是其增長仍在加速。這在英偉達最新的季度報告中得到了體現。然而，儘管英偉達持續穩健的增長，今年該股的回報卻平平，股價僅上漲了 14%。</p>
<p><em><strong>人工智能會創造出世界上第一個萬億富翁嗎？</strong> 我們的團隊剛剛發佈了一份關於一家鮮為人知的公司報告，該公司被稱為 “不可或缺的壟斷”，提供英偉達和英特爾都需要的關鍵技術。<strong>繼續 »</strong></em></p>
<p>這可能有幾個原因，例如 AI 芯片競爭加劇以及對英偉達在成為全球最大公司後能否進一步提升的擔憂。然而，市場可能在孤立地看待英偉達的 AI 前景時犯了一個大錯誤。它通過投資其他在這一領域發揮關鍵作用的公司，正在擴大其在 AI 領域的影響力。</p>
<p>讓我們更仔細地看看英偉達的投資如何使其在 AI 領域的影響力遠超市場的認知。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg3MTg3My9udmlkaWEtaGVhZHF1YXJ0ZXJzLW91dHNpZGUtd2l0aC1ibGFjay1udmlkaWEtc2lnbi13aXRoLW52aWRpYS1sb2dvLmpwZxZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg3MTg3My9udmlkaWEtaGVhZHF1YXJ0ZXJzLW91dHNpZGUtd2l0aC1ibGFjay1udmlkaWEtc2lnbi13aXRoLW52aWRpYS1sb2dvLmpwZxZ3PTcwMA"/></p>
<p>圖片來源：英偉達。</p>
<h2>英偉達通過投資進入這些快速增長的細分市場</h2>
<p>人工智能不僅僅是英偉達銷售的圖形處理單元（GPU）。對 AI 基礎設施的蓬勃投資創造了對其他組件的需求，例如定製處理器和網絡產品。英偉達在 <strong>Lumentum Holdings</strong>（NASDAQ: LITE）、<strong>Coherent</strong>（NYSE: COHR）和 <strong>Marvell Technology</strong>（NASDAQ: MRVL）等公司的股份。</p>
<p>Lumentum 和 Coherent 製造光網絡、光子學和激光組件，使數據中心和 AI 芯片集羣能夠快速傳輸大量數據。英偉達在今年 3 月宣佈對 Coherent 進行 20 億美元的投資，以 “支持研發、未來的產能和運營，因為 Coherent 正在建立其美國製造能力。”</p>
<p>同一天，英偉達還宣佈對 Lumentum 進行類似的投資，原因相同。英偉達指出，光網絡將在擴大 AI 數據中心和工廠方面發揮關鍵作用。這並不令人驚訝，因為光網絡支持以低延遲傳輸大型數據集，使 AI 加速器能夠在最小數據丟失的情況下實現最佳性能。</p>
<p>快速的網絡和高帶寬減少了 AI 加速器（如 GPU）的停機時間。這解釋了為什麼光網絡組件的需求超過了供應。麥肯錫估計，到 2027 年，部署在 AI 數據中心的高速 800 Gbps（千兆位每秒）光收發器的需求將超過生產 40% 至 60%。</p>
<p>因此，這些光組件的價格正在急劇上漲，推動了 Coherent 和 Lumentum 的驚人增長。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vbWVkaWEueWNoYXJ0cy5jb20vY2hhcnRzLzVhOTA2NDU4NjYxZDUwNzFiZThlYjg4NjZjMTZhNWIxLnBuZxZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vbWVkaWEueWNoYXJ0cy5jb20vY2hhcnRzLzVhOTA2NDU4NjYxZDUwNzFiZThlYjg4NjZjMTZhNWIxLnBuZxZ3PTcwMA"/></p>
<p>數據來源：YCharts</p>
<p>這種出色的盈利增長正在轉化為股市的健康上漲。Lumentum 的股票在過去一年中上漲了超過 1100%，而 Coherent 則上漲了 444%。此外，英偉達對這些公司的投資應確保其能夠通過幫助它們建立額外產能來獲得光網絡組件的供應。</p>
<p>例如，Coherent 的首席執行官 Jim Anderson 在 3 月指出，英偉達的投資將增加這家芯片巨頭的 “訪問權限，包括多個產品系列，以幫助他們構建未來的 AI 數據中心。” 同樣，Lumentum 將在英偉達的投資後 “投資於一個新的製造設施，以增加產能並加速創新”。</p>
<p>因此，英偉達正在採取措施，通過投資 Coherent 和 Lumentum 等公司，確保其更緊密地控制 AI 基礎設施供應鏈，這些公司提供擴大 AI 數據中心所需的關鍵組件。</p>
<p>與此同時，英偉達在 3 月 31 日宣佈對 Marvell Technology 進行 20 億美元的投資，這是另一個戰略舉措。Marvell 設計的定製 AI 處理器和網絡組件在 AI 推理增長的背景下需求強勁。英偉達對 Marvell 的投資將使其能夠製造集成定製 AI 處理器、服務器處理器和網絡組件的機架級服務器系統。</p>
<p>這一合作關係還加強了英偉達在光網絡和硅光子學方面的地位。值得注意的是，Marvell 為主要的超大規模數據中心設計 AI 芯片和網絡組件，並且在未來幾年有多個設計勝利即將投入生產。因此，當 Marvell 在 5 月 27 日發佈其 2027 財年第一季度業績（截至 5 月 2 日的三個月）時，能夠輕鬆提高全年指引。</p>
<p>該公司預計在當前財年收入將增長 40%，達到 115 億美元，接下來財年將增長更大的 45%。更重要的是，其盈利增長也有望大幅提升。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vbWVkaWEueWNoYXJ0cy5jb20vY2hhcnRzLzliODNkY2Q4NWRiNmJjMTgxY2Y2OTQyOTgzM2U3ZWVmLnBuZxZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vbWVkaWEueWNoYXJ0cy5jb20vY2hhcnRzLzliODNkY2Q4NWRiNmJjMTgxY2Y2OTQyOTgzM2U3ZWVmLnBuZxZ3PTcwMA"/></p>
<p>數據來源：YCharts</p>
<p>因此，英偉達對 Marvell 的投資在長期內可能會變得盈利。同時，與定製 AI 處理器的合作伙伴關係應該確保這家芯片巨頭在 AI 半導體領域保持主導地位。事實上，英偉達首席執行官黃仁勳最近表示，Marvell 可能成為一家萬億美元公司，這使得 AI 股票飆升。</p>
<h2>投資者應該考慮在英偉達股票突破之前加倉</h2>
<p>英偉達上個季度的增長非常出色，值得慶幸的是，它有望在當前季度加速增長。此外，公司通過投資關鍵基礎設施公司來擴展其 AI 硬件生態系統的重點，應該會成為長期的利好，尤其是考慮到其投資可能會盈利。</p>
<p>因此，考慮到英偉達的市盈率增長（PEG）比率僅為 0.69，基於其未來五年的年收益增長，購買英偉達股票是個好主意。PEG 比率是一種前瞻性的估值指標，考慮了公司的收益增長潛力，低於 1 的讀數表明該股票被低估。</p>
<p>因此，考慮到未來的增長潛力，英偉達似乎相當被低估。因此，看到它在長期內大幅上漲並不令人驚訝，這就是為什麼在它更高之前購買是有意義的。</p>
<h2>你現在應該購買英偉達的股票嗎？</h2>
<p>在你購買英偉達的股票之前，請考慮以下幾點：</p>
<p><em>Motley Fool Stock Advisor</em> 分析團隊剛剛確定了他們認為現在投資者應該購買的 <strong>10 只最佳股票</strong>……而英偉達並不在其中。這 10 只入選股票在未來幾年可能會產生鉅額回報。</p>
<p>考慮一下 <strong>Netflix</strong> 在 2004 年 12 月 17 日進入這個名單時……如果你在我們推薦時投資了 1000 美元，<strong>你現在將擁有 439,847 美元</strong>！* 或者當 <strong>英偉達</strong> 在 2005 年 4 月 15 日進入這個名單時……如果你在我們推薦時投資了 1000 美元，<strong>你現在將擁有 1,342,065 美元</strong>！*</p>
<p>現在值得注意的是，<em>Stock Advisor</em> 的總平均回報率為 968%——相比之下，標準普爾 500 指數的回報率為 211%。<strong>不要錯過最新的前 10 名單，<em>Stock Advisor</em> 提供，並加入一個由個人投資者為個人投資者建立的投資社區。</strong></p>
<p><strong>查看這 10 只股票 »</strong></p>
<p><em>*Stock Advisor 的回報截至 2026 年 6 月 5 日。</em></p>
<p><em>Harsh Chauhan 在提到的任何股票中沒有持倉。Motley Fool 持有 Coherent、Lumentum、Marvell Technology 和英偉達的股份，並推薦這些股票。Motley Fool 有披露政策。</em></p>
<p>此處表達的觀點和意見是作者的觀點和意見，並不一定反映納斯達克公司的觀點。</p>

邁威爾科技

Lumentum控股

COHR

<p>英偉達戰略性地分別向 Coherent 和 Lumentum 投資了 20 億美元，並向 Marvell Technology 投資了 20 億美元，以確保關鍵的光網絡和定製 AI 處理器供應。這些舉措旨在加強對 AI 硬件供應鏈的控制，確保數據中心的擴展能力，並在更廣泛的 AI 基礎設施市場中保持主導地位，而不僅僅是依賴於自身的 GPU</p>

<h2>Key Points</h2>
<div class="lb-trans"><h2>關鍵要點</h2>
</div><ul>
<li>Nvidia has made strategic investments in Lumentum, Coherent, and Marvell Technology in recent months.</li>
</ul>
<div class="lb-trans"><ul>
<li>英偉達最近在 Lumentum、Coherent 和 Marvell Technology 方面進行了戰略投資。</li>
</ul>
</div><ul>
<li>These investments enable Nvidia to maintain strong control over the broader AI hardware market.</li>
</ul>
<div class="lb-trans"><ul>
<li>這些投資使英偉達能夠在更廣泛的人工智能硬件市場中保持強大的控制力。</li>
</ul>
</div><ul>
<li>10 stocks we like better than Nvidia ›</li>
</ul>
<div class="lb-trans"><ul>
<li>我們更看好的 10 只股票 ›</li>
</ul>
</div><p><strong>Nvidia</strong>(NASDAQ: NVDA) has been one of the best-performing stocks in the artificial intelligence (AI) era, which isn't surprising, as its chips have been instrumental in the training of large language models (LLMs) over the years.</p>
<div class="lb-trans"><p><strong>英偉達</strong>（NASDAQ: NVDA）在人工智能（AI）時代一直是表現最好的股票之一，這並不令人驚訝，因為其芯片在過去幾年中對大型語言模型（LLMs）的訓練至關重要。</p>
</div><p>An investment of $1,000 made in Nvidia stock three years ago is now worth more than $5,400. The good news for Nvidia investors is that its growth continues to accelerate. This was evident from Nvidia's latest quarterly report. However, the stock's returns have been lukewarm so far this year, with shares gaining just 14% despite the consistently solid growth that Nvidia has been clocking.</p>
<div class="lb-trans"><p>三年前投資 1000 美元於英偉達股票，現在價值超過 5400 美元。對英偉達投資者來説，好消息是其增長仍在加速。這在英偉達最新的季度報告中得到了體現。然而，儘管英偉達持續穩健的增長，今年該股的回報卻平平，股價僅上漲了 14%。</p>
</div><p><em><strong>Will AI create the world's first trillionaire?</strong> Our team just released a report on the one little-known company, called an &#34;Indispensable Monopoly&#34; providing the critical technology Nvidia and Intel both need. <strong>Continue »</strong></em></p>
<div class="lb-trans"><p><em><strong>人工智能會創造出世界上第一個萬億富翁嗎？</strong> 我們的團隊剛剛發佈了一份關於一家鮮為人知的公司報告，該公司被稱為 “不可或缺的壟斷”，提供英偉達和英特爾都需要的關鍵技術。<strong>繼續 »</strong></em></p>
</div><p>There are a few reasons this may be the case, such as rising competition in AI chips and concerns about Nvidia's ability to deliver further upside after becoming the largest company in the world. However, the market may be making a big mistake by viewing Nvidia's AI prospects in isolation. It has been expanding its wings in AI by investing in other companies that are playing a critical role in this space.</p>
<div class="lb-trans"><p>這可能有幾個原因，例如 AI 芯片競爭加劇以及對英偉達在成為全球最大公司後能否進一步提升的擔憂。然而，市場可能在孤立地看待英偉達的 AI 前景時犯了一個大錯誤。它通過投資其他在這一領域發揮關鍵作用的公司，正在擴大其在 AI 領域的影響力。</p>
</div><p>Let's take a closer look at how Nvidia's investments make it a much bigger AI play than the market may realize.</p>
<div class="lb-trans"><p>讓我們更仔細地看看英偉達的投資如何使其在 AI 領域的影響力遠超市場的認知。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg3MTg3My9udmlkaWEtaGVhZHF1YXJ0ZXJzLW91dHNpZGUtd2l0aC1ibGFjay1udmlkaWEtc2lnbi13aXRoLW52aWRpYS1sb2dvLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F871873%2Fnvidia-headquarters-outside-with-black-nvidia-sign-with-nvidia-logo.jpg&amp;w=700"/></p>
<p>Image source: Nvidia.</p>
<div class="lb-trans"><p>圖片來源：英偉達。</p>
</div><h2>Nvidia is tapping these fast-growing niches through its investments</h2>
<div class="lb-trans"><h2>英偉達通過投資進入這些快速增長的細分市場</h2>
</div><p>AI is not just about the graphics processing units (GPUs) that Nvidia sells. The booming investment in AI infrastructure has created demand for additional components, such as custom processors and networking products. Nvidia has stakes in companies such as <strong>Lumentum Holdings</strong>(NASDAQ: LITE), <strong>Coherent</strong>(NYSE: COHR), and <strong>Marvell Technology</strong>(NASDAQ: MRVL).</p>
<div class="lb-trans"><p>人工智能不僅僅是英偉達銷售的圖形處理單元（GPU）。對 AI 基礎設施的蓬勃投資創造了對其他組件的需求，例如定製處理器和網絡產品。英偉達在 <strong>Lumentum Holdings</strong>（NASDAQ: LITE）、<strong>Coherent</strong>（NYSE: COHR）和 <strong>Marvell Technology</strong>（NASDAQ: MRVL）等公司的股份。</p>
</div><p>Lumentum and Coherent manufacture optical networking, photonics, and laser components that enable the rapid transfer of large amounts of data in data centers and AI chip clusters. Nvidia announced a $2 billion investment in Coherent in March this year to &#34;support research and development, future capacity and operations as Coherent builds out its U.S.-based manufacturing capabilities.&#34;</p>
<div class="lb-trans"><p>Lumentum 和 Coherent 製造光網絡、光子學和激光組件，使數據中心和 AI 芯片集羣能夠快速傳輸大量數據。英偉達在今年 3 月宣佈對 Coherent 進行 20 億美元的投資，以 “支持研發、未來的產能和運營，因為 Coherent 正在建立其美國製造能力。”</p>
</div><p>It also announced a similar investment in Lumentum on the same day for identical reasons. Nvidia notes that optical networks will play a critical role in scaling up AI data centers and factories. That's not surprising, as optical networks support help transfer large datasets with low latency in AI chip clusters, enabling AI accelerators to perform optimally with minimal data loss.</p>
<div class="lb-trans"><p>同一天，英偉達還宣佈對 Lumentum 進行類似的投資，原因相同。英偉達指出，光網絡將在擴大 AI 數據中心和工廠方面發揮關鍵作用。這並不令人驚訝，因為光網絡支持以低延遲傳輸大型數據集，使 AI 加速器能夠在最小數據丟失的情況下實現最佳性能。</p>
</div><p>Fast networking and high bandwidth reduce downtime for AI accelerators, such as GPUs. This explains why demand for optical networking components is outpacing supply. McKinsey estimates that demand for high-speed 800 Gbps (gigabits per second) optical transceivers deployed in AI data centers will exceed production by 40% to 60% through 2027.</p>
<div class="lb-trans"><p>快速的網絡和高帶寬減少了 AI 加速器（如 GPU）的停機時間。這解釋了為什麼光網絡組件的需求超過了供應。麥肯錫估計，到 2027 年，部署在 AI 數據中心的高速 800 Gbps（千兆位每秒）光收發器的需求將超過生產 40% 至 60%。</p>
</div><p>As a result, the prices of these optical components are rising sharply, driving phenomenal growth for Coherent and Lumentum.</p>
<div class="lb-trans"><p>因此，這些光組件的價格正在急劇上漲，推動了 Coherent 和 Lumentum 的驚人增長。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vbWVkaWEueWNoYXJ0cy5jb20vY2hhcnRzLzVhOTA2NDU4NjYxZDUwNzFiZThlYjg4NjZjMTZhNWIxLnBuZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fmedia.ycharts.com%2Fcharts%2F5a906458661d5071be8eb8866c16a5b1.png&amp;w=700"/></p>
<p>Data by YCharts</p>
<div class="lb-trans"><p>數據來源：YCharts</p>
</div><p>This terrific earnings growth is translating into healthy upside on the stock market. Lumentum stock has jumped by over 1,100% over the past year, while Coherent has clocked 444% gains. Moreover, Nvidia's investments in these companies should ensure it has access to a supply of optical networking components by helping them build additional capacity.</p>
<div class="lb-trans"><p>這種出色的盈利增長正在轉化為股市的健康上漲。Lumentum 的股票在過去一年中上漲了超過 1100%，而 Coherent 則上漲了 444%。此外，英偉達對這些公司的投資應確保其能夠通過幫助它們建立額外產能來獲得光網絡組件的供應。</p>
</div><p>For example, Coherent CEO Jim Anderson pointed out in March that Nvidia's investment will increase the chip giant's &#34;access to include multiple product families to help them build the AI data centers of the future.&#34; Similarly, Lumentum is going to invest &#34;in a new fabrication facility to increase capacity and accelerate innovation&#34; following Nvidia's investments.</p>
<div class="lb-trans"><p>例如，Coherent 的首席執行官 Jim Anderson 在 3 月指出，英偉達的投資將增加這家芯片巨頭的 “訪問權限，包括多個產品系列，以幫助他們構建未來的 AI 數據中心。” 同樣，Lumentum 將在英偉達的投資後 “投資於一個新的製造設施，以增加產能並加速創新”。</p>
</div><p>So, Nvidia is taking steps to ensure that it controls the AI infrastructure supply chain more tightly by investing in the likes of Coherent and Lumentum, which provide critical components necessary for scaling up AI data centers.</p>
<div class="lb-trans"><p>因此，英偉達正在採取措施，通過投資 Coherent 和 Lumentum 等公司，確保其更緊密地控制 AI 基礎設施供應鏈，這些公司提供擴大 AI 數據中心所需的關鍵組件。</p>
</div><p>Meanwhile, Nvidia's $2 billion investment in Marvell Technology, announced on March 31, is another strategic move. Marvell designs custom AI processors and networking components that are experiencing strong demand as AI inference grows. Nvidia's investment in Marvell will enable it to make rack-scale server systems that integrate custom AI processors, server processors, and networking components into a single platform.</p>
<div class="lb-trans"><p>與此同時，英偉達在 3 月 31 日宣佈對 Marvell Technology 進行 20 億美元的投資，這是另一個戰略舉措。Marvell 設計的定製 AI 處理器和網絡組件在 AI 推理增長的背景下需求強勁。英偉達對 Marvell 的投資將使其能夠製造集成定製 AI 處理器、服務器處理器和網絡組件的機架級服務器系統。</p>
</div><p>The partnership also strengthens Nvidia's position in optical networking and silicon photonics. What's worth noting is that Marvell designs AI chips and networking components for major hyperscalers and has multiple design wins in the pipeline, poised to go into production over the next couple of years. So, it was easy to see why Marvell raised its full-year guidance when it released its fiscal 2027 first-quarter results (for the three months ended May 2) on May 27.</p>
<div class="lb-trans"><p>這一合作關係還加強了英偉達在光網絡和硅光子學方面的地位。值得注意的是，Marvell 為主要的超大規模數據中心設計 AI 芯片和網絡組件，並且在未來幾年有多個設計勝利即將投入生產。因此，當 Marvell 在 5 月 27 日發佈其 2027 財年第一季度業績（截至 5 月 2 日的三個月）時，能夠輕鬆提高全年指引。</p>
</div><p>The company anticipates a 40% increase in revenue in the current fiscal year to $11.5 billion, followed by a larger 45% increase in the next fiscal year. What's more, its earnings growth is also poised to take off.</p>
<div class="lb-trans"><p>該公司預計在當前財年收入將增長 40%，達到 115 億美元，接下來財年將增長更大的 45%。更重要的是，其盈利增長也有望大幅提升。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vbWVkaWEueWNoYXJ0cy5jb20vY2hhcnRzLzliODNkY2Q4NWRiNmJjMTgxY2Y2OTQyOTgzM2U3ZWVmLnBuZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fmedia.ycharts.com%2Fcharts%2F9b83dcd85db6bc181cf69429833e7eef.png&amp;w=700"/></p>
<p>Data by YCharts</p>
<div class="lb-trans"><p>數據來源：YCharts</p>
</div><p>So, Nvidia's investment in Marvell is likely to become a profitable one in the long run. At the same time, its partnership for custom AI processors should ensure the chip giant remains a dominant player in the AI semiconductor space. In fact, Nvidia CEO Jensen Huang recently remarked that Marvell could become a $1 trillion company, sending the AI stock soaring.</p>
<div class="lb-trans"><p>因此，英偉達對 Marvell 的投資在長期內可能會變得盈利。同時，與定製 AI 處理器的合作伙伴關係應該確保這家芯片巨頭在 AI 半導體領域保持主導地位。事實上，英偉達首席執行官黃仁勳最近表示，Marvell 可能成為一家萬億美元公司，這使得 AI 股票飆升。</p>
</div><h2>Investors should consider loading up on Nvidia stock before it breaks out</h2>
<div class="lb-trans"><h2>投資者應該考慮在英偉達股票突破之前加倉</h2>
</div><p>Nvidia's growth was fantastic last quarter, and the good news is that it is poised to step on the gas from the current quarter. Moreover, the company's focus on expanding its AI hardware ecosystem by investing in key infrastructure companies should be a long-term tailwind, especially given that its investments are likely to be profitable.</p>
<div class="lb-trans"><p>英偉達上個季度的增長非常出色，值得慶幸的是，它有望在當前季度加速增長。此外，公司通過投資關鍵基礎設施公司來擴展其 AI 硬件生態系統的重點，應該會成為長期的利好，尤其是考慮到其投資可能會盈利。</p>
</div><p>That's why it would be a good idea to buy Nvidia stock, given its price/earnings-to-growth (PEG) ratio of just 0.69, based on the annual earnings growth it can clock over the next five years, according to Yahoo! Finance. The PEG ratio is a forward-looking valuation metric that considers a company's earnings growth potential, and a reading of below 1 indicates the stock is undervalued.</p>
<div class="lb-trans"><p>因此，考慮到英偉達的市盈率增長（PEG）比率僅為 0.69，基於其未來五年的年收益增長，購買英偉達股票是個好主意。PEG 比率是一種前瞻性的估值指標，考慮了公司的收益增長潛力，低於 1 的讀數表明該股票被低估。</p>
</div><p>Nvidia, therefore, seems quite undervalued given its future growth potential. So, it won't be surprising to see it jump significantly in the long run, which is why it makes sense to buy it before it soars higher.</p>
<div class="lb-trans"><p>因此，考慮到未來的增長潛力，英偉達似乎相當被低估。因此，看到它在長期內大幅上漲並不令人驚訝，這就是為什麼在它更高之前購買是有意義的。</p>
</div><h2>Should you buy stock in Nvidia right now?</h2>
<div class="lb-trans"><h2>你現在應該購買英偉達的股票嗎？</h2>
</div><p>Before you buy stock in Nvidia, consider this:</p>
<div class="lb-trans"><p>在你購買英偉達的股票之前，請考慮以下幾點：</p>
</div><p>The <em>Motley Fool Stock Advisor</em> analyst team just identified what they believe are the <strong>10 best stocks</strong> for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.</p>
<div class="lb-trans"><p><em>Motley Fool Stock Advisor</em> 分析團隊剛剛確定了他們認為現在投資者應該購買的 <strong>10 只最佳股票</strong>……而英偉達並不在其中。這 10 只入選股票在未來幾年可能會產生鉅額回報。</p>
</div><p>Consider when <strong>Netflix</strong> made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, <strong>you’d have $439,847</strong>!* Or when <strong>Nvidia</strong> made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, <strong>you’d have $1,342,065</strong>!*</p>
<div class="lb-trans"><p>考慮一下 <strong>Netflix</strong> 在 2004 年 12 月 17 日進入這個名單時……如果你在我們推薦時投資了 1000 美元，<strong>你現在將擁有 439,847 美元</strong>！* 或者當 <strong>英偉達</strong> 在 2005 年 4 月 15 日進入這個名單時……如果你在我們推薦時投資了 1000 美元，<strong>你現在將擁有 1,342,065 美元</strong>！*</p>
</div><p>Now, it’s worth noting <em>Stock Advisor’s</em> total average return is 968% — a market-crushing outperformance compared to 211% for the S&amp;P 500. <strong>Don't miss the latest top 10 list, available with <em>Stock Advisor</em>, and join an investing community built by individual investors for individual investors.</strong></p>
<div class="lb-trans"><p>現在值得注意的是，<em>Stock Advisor</em> 的總平均回報率為 968%——相比之下，標準普爾 500 指數的回報率為 211%。<strong>不要錯過最新的前 10 名單，<em>Stock Advisor</em> 提供，並加入一個由個人投資者為個人投資者建立的投資社區。</strong></p>
</div><p><strong>See the 10 stocks »</strong></p>
<div class="lb-trans"><p><strong>查看這 10 只股票 »</strong></p>
</div><p><em>*Stock Advisor returns as of June 5, 2026.</em></p>
<div class="lb-trans"><p><em>*Stock Advisor 的回報截至 2026 年 6 月 5 日。</em></p>
</div><p><em>Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Coherent, Lumentum, Marvell Technology, and Nvidia. The Motley Fool has a disclosure policy.</em></p>
<div class="lb-trans"><p><em>Harsh Chauhan 在提到的任何股票中沒有持倉。Motley Fool 持有 Coherent、Lumentum、Marvell Technology 和英偉達的股份，並推薦這些股票。Motley Fool 有披露政策。</em></p>
</div><p>The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.</p>
<div class="lb-trans"><p>此處表達的觀點和意見是作者的觀點和意見，並不一定反映納斯達克公司的觀點。</p>
</div>

華爾街上無人討論的隱藏英偉達交易