<p><strong>英偉達</strong>( NVDA 1.39%) 目前是全球最有價值的公司，而 <strong>蘋果</strong>( AAPL +4.88%) 再次接近。截至目前，英偉達的市值約為 4.7 萬億美元，比蘋果的 4.5 萬億美元高出約 1900 億美元，約 4%。蘋果在週四縮小了大部分差距，因有報道稱其 iPhone 產品線擴展，股價上漲近 5%，而英偉達則因芯片股的整體拋售而下滑。</p>
<p>那麼，蘋果這個月能否重新奪回王冠？以下是兩者的對比。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Nzc0NDYvYXBwbGUtc3RvY2stdnMtbnZkYS5qcGcmdz0zODQw?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Nzc0NDYvYXBwbGUtc3RvY2stdnMtbnZkYS5qcGcmdz0zODQw"/></p>
<p>圖片來源：蘋果。</p>
<h2>英偉達：更快的增長，更便宜的股票</h2>
<p>就商業勢頭而言，英偉達 獨佔鰲頭。在其 2027 財年第一季度（截至 2026 年 4 月 26 日的期間），收入同比增長 85%，達到 816 億美元，數據中心收入創下 752 億美元的紀錄。這家芯片製造商的市盈率約為 30 倍。</p>
<p>爭奪王冠的關鍵在於時機。英偉達直到 8 月底才會再次發佈財報，因此本月沒有公司催化劑——其股價受制於 人工智能 (AI) 情緒，而這種情緒因對 AI 建設成本的擔憂而變得不穩定。正是這種消極情緒讓蘋果縮小了差距。</p>
<p>展開</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4"/></p>
<h2>NASDAQ: NVDA</h2>
<p>英偉達</p>
<p>今日變動</p>
<p>(-1.39%) $-2.75</p>
<p>當前價格</p>
<p>$194.84</p>
<h3>關鍵數據點</h3>
<p>市值</p>
<p>$4.7 萬億</p>
<p>日內區間</p>
<p>$192.36 - $200.03</p>
<p>52 周區間</p>
<p>$157.34 - $236.54</p>
<p>成交量</p>
<p>560 萬</p>
<p>平均成交量</p>
<p>1.59 億</p>
<p>毛利率</p>
<p>74.15%</p>
<p>股息收益率</p>
<p>0.14%</p>
<p>值得強調的是，芯片股的拋售是出於情緒，而非英偉達的業績。需求依然強勁；數據中心收入幾乎是去年同期的兩倍，毛利率保持在 75% 左右。市場擔憂的是大型雲公司是否能夠繼續資助如此昂貴的 AI 建設，而不是英偉達的芯片銷量是否下降。</p>
<h2>蘋果：日曆上有催化劑</h2>
<p>蘋果的優勢在於其業務週期性較低，具有持久的增長機會，因為該公司被視為在 AI 繁榮的成熟階段更大的受益者，當設備上的 AI 功能變得更加重要時。此外，還有傳聞中的可摺疊 iPhone 可能在今年秋季發佈的潛在催化劑。</p>
<p>這家科技巨頭將在 7 月 30 日發佈其 2023 財年第三季度財報，預計收入增長 14% 至 17%，並且在此之前已經積累了勢頭：2023 財年第二季度收入增長 17%，達到 1112 億美元，iPhone 銷售增長 22%。</p>
<p>將強勁的財報與傳聞中五款新 iPhone 的發佈熱潮結合在一起，蘋果有了一個具體的短期理由來繼續縮小差距。</p>
<p>風險在於你為這種增長支付的代價。蘋果的市盈率約為 37 倍——高於英偉達的 30 倍——儘管蘋果的增長率為 17%，而英偉達為 85%。換句話説，接近王冠的公司是兩者中更昂貴且增長較慢的。</p>
<p>然而，這種溢價估值並不難以理解。蘋果的收益比英偉達更穩定。其服務部門產生高利潤、經常性收入——並且其週期性遠低於一些投資者可能擔心的處於支出繁榮頂端的芯片製造商。</p>
<p>展開</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FBUEwucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="蘋果股票報價" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FBUEwucG5nJnc9MTI4"/></p>
<h2>NASDAQ: AAPL</h2>
<p>蘋果</p>
<p>今日變動</p>
<p>(4.88%) $14.36</p>
<p>當前價格</p>
<p>$308.74</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>$293.70 - $309.42</p>
<p>52 周區間</p>
<p>$201.50 - $317.40</p>
<p>成交量</p>
<p>400 萬</p>
<p>平均成交量</p>
<p>5390 萬</p>
<p>毛利率</p>
<p>47.86%</p>
<p>股息收益率</p>
<p>0.34%</p>
<h2>哪個更值得投資？</h2>
<p>我認為蘋果在今年晚些時候更有可能成為兩家公司中更大的那一個。它有一個即將到來的催化劑——即將發佈的 iPhone，可能包括一款新的可摺疊手機——以及一個持久的業務，投資者似乎預計它將穩步增長多年。確實，雖然無法預測未來，但在持續的芯片行業疲軟背景下，強勁的 7 月 30 日財報可能會在幾周內改變排名。當然，如果財報中包含一些壞消息，也可能對蘋果股票不利。</p>
<p>但英偉達的股票很難放棄。這家公司的收入和利潤增長令人驚歎。此外，它是兩者中更便宜的股票，增長速度幾乎是蘋果的五倍。</p>
<p>不過，從長遠來看，我認為蘋果有更大的機會成為更大的公司，而不是短期內。這歸結為其相對較低的週期性、忠誠的客户基礎，以及隨着時間推移在新領域擴展的選擇性，考慮到其在全球消費者中的廣泛影響。</p>

蘋果

英偉達

英偉達期權收益策略 ETF - YieldMax

<p>蘋果的市值約比英偉達低 4%，目前市值為 4.5 萬億美元，而英偉達為 4.7 萬億美元。由於有報道稱蘋果將擴展 iPhone 產品線，蘋果最近有所回升，而英偉達則因受到 AI 情緒擔憂引發的更廣泛芯片股票拋售而下滑。儘管英偉達的增長速度更快且估值倍數較低，但蘋果在短期內有催化劑，包括 7 月 30 日即將公佈的財報和潛在的新產品發佈。分析師表示，如果蘋果在行業疲軟的情況下交出強勁的業績，可能會在本月超越英偉達，成為全球最有價值的公司</p>

<p><strong>Nvidia</strong>( NVDA 1.39%) currently holds the title of the world's most valuable company, and <strong>Apple</strong>( AAPL +4.88%) is close again. As of this writing, Nvidia carries a market capitalization of about $4.7 trillion, some $190 billion -- or about 4% -- ahead of Apple at about $4.5 trillion. Apple closed much of the gap on Thursday, jumping nearly 5% on reports of an expanded iPhone lineup, while Nvidia slipped alongside a broader sell-off in chip stocks.</p>
<div class="lb-trans"><p><strong>英偉達</strong>( NVDA 1.39%) 目前是全球最有價值的公司，而 <strong>蘋果</strong>( AAPL +4.88%) 再次接近。截至目前，英偉達的市值約為 4.7 萬億美元，比蘋果的 4.5 萬億美元高出約 1900 億美元，約 4%。蘋果在週四縮小了大部分差距，因有報道稱其 iPhone 產品線擴展，股價上漲近 5%，而英偉達則因芯片股的整體拋售而下滑。</p>
</div><p>So, could Apple retake the crown this month? Here's how the two sides stack up.</p>
<div class="lb-trans"><p>那麼，蘋果這個月能否重新奪回王冠？以下是兩者的對比。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Nzc0NDYvYXBwbGUtc3RvY2stdnMtbnZkYS5qcGcmdz0zODQw" alt="A person using an Apple laptop with two Apple Studio monitors." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F877446%2Fapple-stock-vs-nvda.jpg&amp;w=3840&amp;op=resize"/></p>
<p>Image source: Apple.</p>
<div class="lb-trans"><p>圖片來源：蘋果。</p>
</div><h2>Nvidia: faster growth, cheaper stock</h2>
<div class="lb-trans"><h2>英偉達：更快的增長，更便宜的股票</h2>
</div><p>As far as its business momentum goes, Nvidia is in a class of its own. In its fiscal first quarter of 2027 (the period ended April 26, 2026), revenue rose 85% year over year to $81.6 billion, with data center revenue setting a record at $75.2 billion. The chipmaker trades at about 30 times earnings.</p>
<div class="lb-trans"><p>就商業勢頭而言，英偉達 獨佔鰲頭。在其 2027 財年第一季度（截至 2026 年 4 月 26 日的期間），收入同比增長 85%，達到 816 億美元，數據中心收入創下 752 億美元的紀錄。這家芯片製造商的市盈率約為 30 倍。</p>
</div><p>The catch for the crown race is timing. Nvidia doesn't report again until late August, so it has no company catalyst this month -- its share price is at the mercy of artificial intelligence (AI) sentiment, which has turned jumpy on worries about how much the AI build-out will cost. That souring mood is exactly what let Apple close the gap.</p>
<div class="lb-trans"><p>爭奪王冠的關鍵在於時機。英偉達直到 8 月底才會再次發佈財報，因此本月沒有公司催化劑——其股價受制於 人工智能 (AI) 情緒，而這種情緒因對 AI 建設成本的擔憂而變得不穩定。正是這種消極情緒讓蘋果縮小了差距。</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>(-1.39%) $-2.75</p>
<div class="lb-trans"><p>(-1.39%) $-2.75</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>當前價格</p>
</div><p>$194.84</p>
<div class="lb-trans"><p>$194.84</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>$4.7T</p>
<div class="lb-trans"><p>$4.7 萬億</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日內區間</p>
</div><p>$192.36 - $200.03</p>
<div class="lb-trans"><p>$192.36 - $200.03</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周區間</p>
</div><p>$157.34 - $236.54</p>
<div class="lb-trans"><p>$157.34 - $236.54</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>5.6M</p>
<div class="lb-trans"><p>560 萬</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>159M</p>
<div class="lb-trans"><p>1.59 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>0.14%</p>
<div class="lb-trans"><p>0.14%</p>
</div><p>It's worth stressing that the chip-stock sell-off is about sentiment, not Nvidia's results. Demand still looks ferocious; data center revenue nearly doubled from a year earlier, and gross margin held around 75%. The worry weighing on the group is whether the big cloud companies can keep funding an AI build-out this expensive, not whether Nvidia is selling fewer chips.</p>
<div class="lb-trans"><p>值得強調的是，芯片股的拋售是出於情緒，而非英偉達的業績。需求依然強勁；數據中心收入幾乎是去年同期的兩倍，毛利率保持在 75% 左右。市場擔憂的是大型雲公司是否能夠繼續資助如此昂貴的 AI 建設，而不是英偉達的芯片銷量是否下降。</p>
</div><h2>Apple: a catalyst is on the calendar</h2>
<div class="lb-trans"><h2>蘋果：日曆上有催化劑</h2>
</div><p>Apple's edge is a less cyclical business with a durable growth opportunity, as the company is seen as a bigger AI beneficiary deeper into the AI boom's maturity, when on-device AI features become more important. Then there's the potential catalyst of a rumored foldable iPhone that may be debuted this fall.</p>
<div class="lb-trans"><p>蘋果的優勢在於其業務週期性較低，具有持久的增長機會，因為該公司被視為在 AI 繁榮的成熟階段更大的受益者，當設備上的 AI 功能變得更加重要時。此外，還有傳聞中的可摺疊 iPhone 可能在今年秋季發佈的潛在催化劑。</p>
</div><p>The tech giant notably reports its fiscal third-quarter results on July 30, with guidance for 14% to 17% revenue growth, and it enters that print with momentum: fiscal second-quarter revenue grew 17% to $111.2 billion, led by a 22% jump in iPhone sales.</p>
<div class="lb-trans"><p>這家科技巨頭將在 7 月 30 日發佈其 2023 財年第三季度財報，預計收入增長 14% 至 17%，並且在此之前已經積累了勢頭：2023 財年第二季度收入增長 17%，達到 1112 億美元，iPhone 銷售增長 22%。</p>
</div><p>Pair a strong report with the buzz around a rumored release of five new iPhones, and Apple has a concrete near-term reason for the gap to keep narrowing.</p>
<div class="lb-trans"><p>將強勁的財報與傳聞中五款新 iPhone 的發佈熱潮結合在一起，蘋果有了一個具體的短期理由來繼續縮小差距。</p>
</div><p>The risk is what you pay for that growth. Apple trades at about 37 times earnings -- richer than Nvidia's 30 -- despite growing 17% against Nvidia's 85%. In other words, the company closing in on the crown is the more expensive and slower-growing of the two.</p>
<div class="lb-trans"><p>風險在於你為這種增長支付的代價。蘋果的市盈率約為 37 倍——高於英偉達的 30 倍——儘管蘋果的增長率為 17%，而英偉達為 85%。換句話説，接近王冠的公司是兩者中更昂貴且增長較慢的。</p>
</div><p>This premium valuation, however, isn't hard to understand. Apple's earnings are steadier than Nvidia's. Its services arm throws off high-margin, recurring revenue -- and it carries far less cyclicality than a chipmaker sitting at what some investors may fear is near the top of a spending boom.</p>
<div class="lb-trans"><p>然而，這種溢價估值並不難以理解。蘋果的收益比英偉達更穩定。其服務部門產生高利潤、經常性收入——並且其週期性遠低於一些投資者可能擔心的處於支出繁榮頂端的芯片製造商。</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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FBUEwucG5nJnc9MTI4" alt="Apple Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FAAPL.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: AAPL</h2>
<div class="lb-trans"><h2>NASDAQ: AAPL</h2>
</div><p>Apple</p>
<div class="lb-trans"><p>蘋果</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日變動</p>
</div><p>(4.88%) $14.36</p>
<div class="lb-trans"><p>(4.88%) $14.36</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>當前價格</p>
</div><p>$308.74</p>
<div class="lb-trans"><p>$308.74</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>$293.70 - $309.42</p>
<div class="lb-trans"><p>$293.70 - $309.42</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周區間</p>
</div><p>$201.50 - $317.40</p>
<div class="lb-trans"><p>$201.50 - $317.40</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>4M</p>
<div class="lb-trans"><p>400 萬</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>53.9M</p>
<div class="lb-trans"><p>5390 萬</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>47.86%</p>
<div class="lb-trans"><p>47.86%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.34%</p>
<div class="lb-trans"><p>0.34%</p>
</div><h2>Which is the better bet?</h2>
<div class="lb-trans"><h2>哪個更值得投資？</h2>
</div><p>I believe Apple has the better shot of being the bigger of the two companies later on this year. It has a catalyst on the horizon -- an upcoming iPhone launch that could include a new foldable phone) -- and a durable business that investors seem to expect to steadily compound for years. Indeed, while there's no way to predict the future, a strong July 30 earnings report set against continued chip-sector weakness could flip the ranking within weeks. Of course, an earnings report could work against Apple stock, too, if it includes some bad news.</p>
<div class="lb-trans"><p>我認為蘋果在今年晚些時候更有可能成為兩家公司中更大的那一個。它有一個即將到來的催化劑——即將發佈的 iPhone，可能包括一款新的可摺疊手機——以及一個持久的業務，投資者似乎預計它將穩步增長多年。確實，雖然無法預測未來，但在持續的芯片行業疲軟背景下，強勁的 7 月 30 日財報可能會在幾周內改變排名。當然，如果財報中包含一些壞消息，也可能對蘋果股票不利。</p>
</div><p>But Nvidia stock is hard to pass up. The company's soaring top and bottom lines are nothing short of astounding. In addition, it is the cheaper of the two stocks and is growing nearly five times as fast.</p>
<div class="lb-trans"><p>但英偉達的股票很難放棄。這家公司的收入和利潤增長令人驚歎。此外，它是兩者中更便宜的股票，增長速度幾乎是蘋果的五倍。</p>
</div><p>Still, in the longer term, I think Apple has an even greater chance of being the bigger company than it does in the short term. And this boils down to its comparatively lower cyclicality, its loyal customer base, and its optionality to expand into new areas over time, given its global reach among consumers.</p>
<div class="lb-trans"><p>不過，從長遠來看，我認為蘋果有更大的機會成為更大的公司，而不是短期內。這歸結為其相對較低的週期性、忠誠的客户基礎，以及隨着時間推移在新領域擴展的選擇性，考慮到其在全球消費者中的廣泛影響。</p>
</div>

Apple Is About 4% Away From Overtaking Nvidia as the World's Most Valuable Company. Could It Happen This Month?

- Nvidia 目前市值約 4.7 萬億美元，領先於蘋果的 4.5 萬億美元。  
- 蘋果預計在 7 月 30 日發佈財報，營收增長預測為 14% 至 17%。  
- Nvidia 成長迅速且股價相對便宜，而蘋果則面臨較高估值和更穩定的收入。

Motley Fool

2 倍做多 NVDA ETF - T-Rex

南方兩倍做空英偉達

蘋果每日 1 倍做空 ETF - Direxion

2 倍做多英偉達 ETF - GraniteShares

1.5 倍做空英偉達 ETF - Tradr

2 倍做多 AAPL ETF - GraniteShares

1 倍做空英偉達 ETF - Direxion

2 倍做空 NVDA ETF - T-Rex

T-Rex 2X Long Apple Daily Target ETF

南方兩倍做多英偉達

2 倍做多英偉達 ETF - Direxion

2 倍做空 NVDA ETF - GraniteShares

蘋果每日 2 倍做多 ETF - Direxion

AAPL 周收益 ETF - Roundhill

YieldMax AAPL Option Income Strategy ETF

Kurv Yield Premium Strategy Apple Aapl ETF

2 倍做多 MAG7 指數 ETF - Roundhill

ProShares Ultra NVDA

2 倍做多英偉達 ETF - Leverage Shares

Leverage Shares 2x Cpd Acclrtd NVDAMnETF

NVDA 週配息 ETF - Roundhill​

GraniteShares YieldBOOST NVDA ETF

xETFs NVDA Daily Income ETF

NVDA 期權收益策略 ETF - YieldMax

XI二南英偉-U

半導體 ETF - VanEck Vectors

費城交易所 半導體 ETF - iShares

半導體 3 倍做多 - Direxion

Invesco PHLX Semiconductor ETF

標普半導體 ETF - SPDR

動態半導體 ETF - Invesco

納斯達克半導體 ETF - First Trust

NVIDIA Corporation

蘋果距離超越英偉達成為全球最有價值公司僅差約 4%。這可能會在本月發生嗎？