<p><strong>英偉達</strong>（NVDA 0.85%）在人工智能（AI）芯片領域的崛起可謂非凡。該公司從專注於遊戲芯片轉變，調整其 圖形處理單元（GPU） 以應對 AI 的挑戰。英偉達的處理器迅速成為行業標準，目前在數據中心 GPU 市場的份額控制在 85% 到 92% 之間。</p>
<p>如此巨大的市場份額必然會引起關注，競爭對手們爭相想要分一杯羹。關於日益激烈的競爭已經有很多討論，但替代的 AI 處理選項並未對英偉達的主導地位造成影響。</p>
<p>這一局面可能即將改變，因為有報道稱英偉達的兩大競爭對手正在採取措施侵佔這家芯片製造商的市場。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2Nkbi5jb250ZW50LmZvb2xjZG4uY29tL2ltYWdlcy8xdW1uOXFlaC9wcm9kdWN0aW9uL2UyZTYyOGFhNTIzMTliYzE0MGY1NzYxYjYxM2Y2Mjg2NGVjZTBjNDgtMTIwMHg4MDAucG5nP3c9MTIwMCZoPTgwMCZxPTc1JmF1dG89Zm9ybWF0BiZ3PTM4NDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2Nkbi5jb250ZW50LmZvb2xjZG4uY29tL2ltYWdlcy8xdW1uOXFlaC9wcm9kdWN0aW9uL2UyZTYyOGFhNTIzMTliYzE0MGY1NzYxYjYxM2Y2Mjg2NGVjZTBjNDgtMTIwMHg4MDAucG5nP3c9MTIwMCZoPTgwMCZxPTc1JmF1dG89Zm9ybWF0BiZ3PTM4NDA"/></p>
<p>圖片來源：The Motley Fool。</p>
<h2>Alphabet 的重大賭注</h2>
<p><strong>Alphabet</strong>（GOOGL 5.67%）（GOOG 5.68%）早在十多年前就開始在 AI 芯片領域佈局，開發了用於內部使用的定製張量處理單元（TPU）。今年早些時候，谷歌母公司推出了第八代這些芯片，分別發佈了 TPU 8t 和 TPU 8i，用於 AI 訓練和推理。</p>
<p>該公司的最新舉措清晰地展示了其爭奪英偉達市場份額的戰略。谷歌贊助了一個由 <strong>TeraWulf</strong>（WULF 2.62%）主導的大型項目，將其 Lake Mariner數據中心 從加密貨幣挖礦轉向 AI 和高性能計算（HPC）。谷歌已提供 32 億美元的融資，並在該公司中持有 14% 的股份。</p>
<p>展開</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0dPT0dMLnBuZwYmdz0xMjg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Alphabet 股票報價" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0dPT0dMLnBuZwYmdz0xMjg"/></p>
<h2>NASDAQ: GOOGL</h2>
<p>Alphabet</p>
<p>今日變動</p>
<p>（-5.67%）$-20.87</p>
<p>當前價格</p>
<p>$347.16</p>
<h3>關鍵數據點</h3>
<p>市值</p>
<p>$4.5 萬億</p>
<p>日內區間</p>
<p>$341.73 - $358.77</p>
<p>52 周區間</p>
<p>$162.00 - $408.61</p>
<p>成交量</p>
<p>130 萬</p>
<p>平均成交量</p>
<p>3000 萬</p>
<p>毛利率</p>
<p>60.43%</p>
<p>股息收益率</p>
<p>0.23%</p>
<p>據《華爾街日報》報道，該數據中心將配備數千個谷歌 TPU 用於 AI 處理，AI 初創公司 Anthropic 已簽約租用大部分計算能力。</p>
<p>通過贊助該項目，谷歌計劃展示這些芯片與英偉達 GPU 直接競爭的能力。谷歌此前表示將直接向 “特定” 客户銷售其 TPU，因此這是該公司與英偉達競爭的又一個例證。</p>
<h2>亞馬遜的最新舉措</h2>
<p><strong>亞馬遜</strong>（AMZN 4.45%）在其雲業務 Amazon Web Services（AWS）中也有着開發 AI 能力芯片的悠久歷史。該公司的最新一代 Trainium3 和 Inferentia2 芯片分別設計用於 AI 訓練和推理。</p>
<p>在公司 2025 年的股東信中，首席執行官 Andy Jassey 透露了進入市場的計劃，稱：“我們的芯片需求如此之大，以至於未來我們很可能會將其出售給第三方。” 看起來這些計劃正在逐步實現。</p>
<p>展開</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FNWk4ucG5nBiZ3PTEyOA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="亞馬遜股票報價" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FNWk4ucG5nBiZ3PTEyOA"/></p>
<h2>NASDAQ: AMZN</h2>
<p>亞馬遜</p>
<p>今日變動</p>
<p>（-4.45%）$-10.88</p>
<p>當前價格</p>
<p>$233.51</p>
<h3>關鍵數據點</h3>
<p>市值</p>
<p>$2.6 萬億</p>
<p>日內區間</p>
<p>$232.25 - $241.94</p>
<p>52 周區間</p>
<p>$196.00 - $278.56</p>
<p>成交量</p>
<p>150 萬</p>
<p>平均成交量</p>
<p>4510 萬</p>
<p>毛利率</p>
<p>50.60%</p>
<p>據彭博社報道，亞馬遜已宣佈計劃直接向客户銷售其定製的 AI 芯片。該公司的 AI 負責人 Peter DeSantis 確認討論已開始，但拒絕透露相關客户的身份。</p>
<p>截至目前，亞馬遜僅將其 AI 芯片的使用限制在 AWS 雲客户中，因此這標誌着該公司與英偉達競爭的下一個合乎邏輯的步驟。</p>
<h2>英偉達投資者應該擔心嗎？</h2>
<p>即使競爭加劇，英偉達的收入仍在加速增長，這得益於 AI 市場的持續擴張——這意味着市場足夠大，可以容納多個贏家。</p>
<p>在公司 2027 財年第一季度（截至 4 月 26 日），英偉達的收入為 816 億美元，同比增長 85%，而其稀釋後每股收益（EPS）為 2.39 美元，飆升 214%。此外，管理層預計第二季度收入增長將達到 95%，這表明其增長仍在加速。</p>
<p>展開</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nBiZ3PTEyOA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="英偉達股票報價" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nBiZ3PTEyOA"/></p>
<h2>NASDAQ: NVDA</h2>
<p>英偉達</p>
<p>今日變動</p>
<p>（-0.85%）$-1.80</p>
<p>當前價格</p>
<p>$208.89</p>
<h3>關鍵數據點</h3>
<p>市值</p>
<p>$5.1 萬億</p>
<p>日內區間</p>
<p>$208.46 - $213.99</p>
<p>52 周區間</p>
<p>$142.03 - $236.54</p>
<p>成交量</p>
<p>300 萬</p>
<p>平均成交量</p>
<p>1.642 億</p>
<p>毛利率</p>
<p>74.15%</p>
<p>股息收益率</p>
<p>0.13%</p>
<p>投資者已經習慣了英偉達的超常表現，以至於很容易忘記它在這個領域的主導地位。</p>
<p>需要明確的是，競爭正在到來，英偉達不可能無限期保持其高雙位數的年增長率。儘管如此，AI 的採用仍處於早期階段，而英偉達是 AI 芯片的領先供應商——我不認為這種情況會在短期內改變。</p>
<p>以 23 倍的預期銷售額計算，英偉達的估值低於其曾經的競爭對手，谷歌和亞馬遜的股票分別以 24 倍和 27 倍的預期銷售額出售。</p>
<p>這就是為什麼 英偉達股票值得購買。</p>

2026 年軟件股最大的爭議仍在發酵：AI agent 會不會取代按席位收費的 SaaS 模式？資金持續從軟件輪向芯片，微軟仍距高點約 27%，Salesforce、Workday 年內深跌。但 Wedbush 的 Dan Ives 直呼"末日想象"過頭、企業不會一夜換掉幾十年的軟件。軟件正被 AI 吃掉，還是跌出了黃金坑？你站軟件，還是站芯片？

<p>2026 年軟件股最大的爭議仍在發酵：AI agent 會不會取代按席位收費的 SaaS 模式？資金持續從軟件輪向芯片，微軟仍距高點約 27%，Salesforce、Workday 年內深跌。但 Wedbush 的 Dan Ives 直呼"末日想象"過頭、企業不會一夜換掉幾十年的軟件。軟件正被 AI 吃掉，還是跌出了黃金坑？你站軟件，還是站芯片？</p>

SaaS 被 AI 吃掉？軟件 vs 芯片站隊

谷歌-A

英偉達

亞馬遜

<p>谷歌和亞馬遜正在加大對英偉達在人工智能芯片市場的競爭。谷歌正在資助一個數據中心項目，以展示其 TPU，而亞馬遜計劃直接向第三方銷售其定製的 Trainium3 和 Inferentia2 芯片。儘管存在這種競爭，英偉達仍然佔據主導地位，市場份額達到 85-92%，並且財務增長強勁，分析師們對其股票維持 “買入” 評級</p>

<p><strong>Nvidia</strong>'s ( NVDA 0.85%) rise to superstardom in the artificial intelligence (AI) chip space has been nothing short of spectacular. The company pivoted from its focus on gaming chips and adapted its graphics processing units (GPUs) to handle the rigors of AI. Nvidia's processors quickly became the gold standard, currently controlling between 85% and 92% of the data center GPU market.</p>
<div class="lb-trans"><p><strong>英偉達</strong>（NVDA 0.85%）在人工智能（AI）芯片領域的崛起可謂非凡。該公司從專注於遊戲芯片轉變，調整其 圖形處理單元（GPU） 以應對 AI 的挑戰。英偉達的處理器迅速成為行業標準，目前在數據中心 GPU 市場的份額控制在 85% 到 92% 之間。</p>
</div><p>A market share of that magnitude would inevitably attract attention, with rivals scrambling to get their piece of the resulting windfall. There has been much ink spilled about the growing competition, but alternative AI processing options haven't made a dent in Nvidia's dominance.</p>
<div class="lb-trans"><p>如此巨大的市場份額必然會引起關注，競爭對手們爭相想要分一杯羹。關於日益激烈的競爭已經有很多討論，但替代的 AI 處理選項並未對英偉達的主導地位造成影響。</p>
</div><p>That could be about to change, as reports detail the steps two of Nvidia's biggest rivals have taken to encroach on the chipmaker's turf.</p>
<div class="lb-trans"><p>這一局面可能即將改變，因為有報道稱英偉達的兩大競爭對手正在採取措施侵佔這家芯片製造商的市場。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2Nkbi5jb250ZW50LmZvb2xjZG4uY29tL2ltYWdlcy8xdW1uOXFlaC9wcm9kdWN0aW9uL2UyZTYyOGFhNTIzMTliYzE0MGY1NzYxYjYxM2Y2Mjg2NGVjZTBjNDgtMTIwMHg4MDAucG5nP3c9MTIwMCZoPTgwMCZxPTc1JmF1dG89Zm9ybWF0Jnc9Mzg0MA" alt="The Amazon logo superimposed over a delivery person dropping a package and the Alphabet logo superimposed over a picture of Google HQ" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fcdn.content.foolcdn.com%2Fimages%2F1umn9qeh%2Fproduction%2Fe2e628aa52319bc140f5761b613f62864ece0c48-1200x800.png%3Fw%3D1200%26h%3D800%26q%3D75%26auto%3Dformat&amp;w=3840&amp;op=resize"/></p>
<p>Image source: The Motley Fool.</p>
<div class="lb-trans"><p>圖片來源：The Motley Fool。</p>
</div><h2>Alphabet's big bet</h2>
<div class="lb-trans"><h2>Alphabet 的重大賭注</h2>
</div><p><strong>Alphabet</strong>( GOOGL 5.67%)( GOOG 5.68%) first staked a claim in the AI chip space more than a decade ago, developing custom Tensor Processing Units (TPUs) for internal use. Earlier this year, the Google-parent unveiled the eighth generation of these chips, releasing the TPU 8t and the TPU 8i, for AI training and inference, respectively.</p>
<div class="lb-trans"><p><strong>Alphabet</strong>（GOOGL 5.67%）（GOOG 5.68%）早在十多年前就開始在 AI 芯片領域佈局，開發了用於內部使用的定製張量處理單元（TPU）。今年早些時候，谷歌母公司推出了第八代這些芯片，分別發佈了 TPU 8t 和 TPU 8i，用於 AI 訓練和推理。</p>
</div><p>The company's latest gambit is a clear illustration of its strategy to capture some of Nvidia's market share. Google sponsored a massive project spearheaded by <strong>TeraWulf</strong>( WULF 2.62%) to pivot its Lake Mariner data center from crypto mining to AI and high-performance computing (HPC). Google has provided $3.2 billion in financing and taken a 14% stake in the company.</p>
<div class="lb-trans"><p>該公司的最新舉措清晰地展示了其爭奪英偉達市場份額的戰略。谷歌贊助了一個由 <strong>TeraWulf</strong>（WULF 2.62%）主導的大型項目，將其 Lake Mariner數據中心 從加密貨幣挖礦轉向 AI 和高性能計算（HPC）。谷歌已提供 32 億美元的融資，並在該公司中持有 14% 的股份。</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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0dPT0dMLnBuZyZ3PTEyOA" alt="Alphabet Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FGOOGL.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: GOOGL</h2>
<div class="lb-trans"><h2>NASDAQ: GOOGL</h2>
</div><p>Alphabet</p>
<div class="lb-trans"><p>Alphabet</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日變動</p>
</div><p>(-5.67%) $-20.87</p>
<div class="lb-trans"><p>（-5.67%）$-20.87</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>當前價格</p>
</div><p>$347.16</p>
<div class="lb-trans"><p>$347.16</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>$4.5T</p>
<div class="lb-trans"><p>$4.5 萬億</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日內區間</p>
</div><p>$341.73 - $358.77</p>
<div class="lb-trans"><p>$341.73 - $358.77</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周區間</p>
</div><p>$162.00 - $408.61</p>
<div class="lb-trans"><p>$162.00 - $408.61</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>1.3M</p>
<div class="lb-trans"><p>130 萬</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>30M</p>
<div class="lb-trans"><p>3000 萬</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>60.43%</p>
<div class="lb-trans"><p>60.43%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.23%</p>
<div class="lb-trans"><p>0.23%</p>
</div><p>The data center will feature thousands of Google TPUs for AI processing, according to The Wall Street Journal, with AI start-up Anthropic signed on to lease much of the resulting compute capacity.</p>
<div class="lb-trans"><p>據《華爾街日報》報道，該數據中心將配備數千個谷歌 TPU 用於 AI 處理，AI 初創公司 Anthropic 已簽約租用大部分計算能力。</p>
</div><p>By sponsoring the project, Google plans to showcase the ability of these chips to compete directly against Nvidia's GPUs. Google has previously said it will sell its TPUs directly to &#34;select&#34; customers, so this is another example of the company’s moves to take on Nvidia.</p>
<div class="lb-trans"><p>通過贊助該項目，谷歌計劃展示這些芯片與英偉達 GPU 直接競爭的能力。谷歌此前表示將直接向 “特定” 客户銷售其 TPU，因此這是該公司與英偉達競爭的又一個例證。</p>
</div><h2>Amazon's latest move</h2>
<div class="lb-trans"><h2>亞馬遜的最新舉措</h2>
</div><p><strong>Amazon</strong>( AMZN 4.45%) also has a long history of developing AI-capable chips for its cloud segment, Amazon Web Services (AWS). The company's latest generation Trainium3 and Inferentia2 chips were designed for AI training and inference, respectively.</p>
<div class="lb-trans"><p><strong>亞馬遜</strong>（AMZN 4.45%）在其雲業務 Amazon Web Services（AWS）中也有着開發 AI 能力芯片的悠久歷史。該公司的最新一代 Trainium3 和 Inferentia2 芯片分別設計用於 AI 訓練和推理。</p>
</div><p>In the company's 2025 shareholder letter, CEO Andy Jassey divulged plans to enter the market, saying, &#34;There's so much demand for our chips that it's quite possible we'll sell racks of them to third parties in the future.&#34; Looks like those plans are coming to fruition.</p>
<div class="lb-trans"><p>在公司 2025 年的股東信中，首席執行官 Andy Jassey 透露了進入市場的計劃，稱：“我們的芯片需求如此之大，以至於未來我們很可能會將其出售給第三方。” 看起來這些計劃正在逐步實現。</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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FNWk4ucG5nJnc9MTI4" alt="Amazon Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FAMZN.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: AMZN</h2>
<div class="lb-trans"><h2>NASDAQ: AMZN</h2>
</div><p>Amazon</p>
<div class="lb-trans"><p>亞馬遜</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日變動</p>
</div><p>(-4.45%) $-10.88</p>
<div class="lb-trans"><p>（-4.45%）$-10.88</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>當前價格</p>
</div><p>$233.51</p>
<div class="lb-trans"><p>$233.51</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>$2.6T</p>
<div class="lb-trans"><p>$2.6 萬億</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日內區間</p>
</div><p>$232.25 - $241.94</p>
<div class="lb-trans"><p>$232.25 - $241.94</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周區間</p>
</div><p>$196.00 - $278.56</p>
<div class="lb-trans"><p>$196.00 - $278.56</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>1.5M</p>
<div class="lb-trans"><p>150 萬</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>45.1M</p>
<div class="lb-trans"><p>4510 萬</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>50.60%</p>
<div class="lb-trans"><p>50.60%</p>
</div><p>Amazon has announced plans to sell its custom AI chips directly to customers, according to a Bloomberg report. The company's AI chief, Peter DeSantis, confirmed that discussions had begun, but declined to identify the customers in question.</p>
<div class="lb-trans"><p>據彭博社報道，亞馬遜已宣佈計劃直接向客户銷售其定製的 AI 芯片。該公司的 AI 負責人 Peter DeSantis 確認討論已開始，但拒絕透露相關客户的身份。</p>
</div><p>Until now, Amazon has limited use of its AI chips to AWS cloud customers, so this marks the next logical step in the company’s plans to compete with Nvidia.</p>
<div class="lb-trans"><p>截至目前，亞馬遜僅將其 AI 芯片的使用限制在 AWS 雲客户中，因此這標誌着該公司與英偉達競爭的下一個合乎邏輯的步驟。</p>
</div><h2>Should Nvidia investors be worried?</h2>
<div class="lb-trans"><h2>英偉達投資者應該擔心嗎？</h2>
</div><p>Even as competition intensifies, Nvidia's revenue continues to accelerate, driven by the ongoing expansion of the AI market -- meaning the market is large enough for more than one winner.</p>
<div class="lb-trans"><p>即使競爭加劇，英偉達的收入仍在加速增長，這得益於 AI 市場的持續擴張——這意味着市場足夠大，可以容納多個贏家。</p>
</div><p>In the company's fiscal 2027 first quarter (ended April 26), Nvidia's revenue of $81.6 billion grew 85% year over year, while its diluted earnings per share (EPS) of $2.39 soared 214%. Furthermore, management is guiding for revenue growth of 95% in Q2, which shows that its growth is still accelerating.</p>
<div class="lb-trans"><p>在公司 2027 財年第一季度（截至 4 月 26 日），英偉達的收入為 816 億美元，同比增長 85%，而其稀釋後每股收益（EPS）為 2.39 美元，飆升 214%。此外，管理層預計第二季度收入增長將達到 95%，這表明其增長仍在加速。</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>(-0.85%) $-1.80</p>
<div class="lb-trans"><p>（-0.85%）$-1.80</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>當前價格</p>
</div><p>$208.89</p>
<div class="lb-trans"><p>$208.89</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>$5.1T</p>
<div class="lb-trans"><p>$5.1 萬億</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日內區間</p>
</div><p>$208.46 - $213.99</p>
<div class="lb-trans"><p>$208.46 - $213.99</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周區間</p>
</div><p>$142.03 - $236.54</p>
<div class="lb-trans"><p>$142.03 - $236.54</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>3M</p>
<div class="lb-trans"><p>300 萬</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>164.2M</p>
<div class="lb-trans"><p>1.642 億</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>74.15%</p>
<div class="lb-trans"><p>74.15%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.13%</p>
<div class="lb-trans"><p>0.13%</p>
</div><p>Investors have become so accustomed to Nvidia's outperformance that it's easy to forget just how dominant it is in the space.</p>
<div class="lb-trans"><p>投資者已經習慣了英偉達的超常表現，以至於很容易忘記它在這個領域的主導地位。</p>
</div><p>To be clear, the competition is coming, and Nvidia won't be able to keep up its high double-digit year-over-year growth indefinitely. That said, the adoption of AI is still in the early stages, and Nvidia is the leading provider of AI-centric chips -- and I don't expect that to change anytime soon.</p>
<div class="lb-trans"><p>需要明確的是，競爭正在到來，英偉達不可能無限期保持其高雙位數的年增長率。儘管如此，AI 的採用仍處於早期階段，而英偉達是 AI 芯片的領先供應商——我不認為這種情況會在短期內改變。</p>
</div><p>And at 23 times forward sales, Nvidia is cheaper than either of its erstwhile rivals, with Alphabet and Amazon stocks selling for 24 and 27 times forward sales, respectively.</p>
<div class="lb-trans"><p>以 23 倍的預期銷售額計算，英偉達的估值低於其曾經的競爭對手，谷歌和亞馬遜的股票分別以 24 倍和 27 倍的預期銷售額出售。</p>
</div><p>That's why Nvidia stock is a buy.</p>
<div class="lb-trans"><p>這就是為什麼 英偉達股票值得購買。</p>
</div>

Google and Amazon Just Launched a Full-Frontal Assault Against Nvidia

- Nvidia 在 AI 芯片市場的份額佔比達 85% 至 92%。
- Google 和 Amazon 均在推動 AI 芯片開發，增強與 Nvidia 的競爭。
- 儘管競爭加劇，Nvidia 收入仍穩步增長，市場前景廣闊。

谷歌和亞馬遜剛剛對 NVIDIA 發起了全面攻勢