英伟达王者归来！多重利好下涨势料难阻挡

智通财经05-16

在沉寂数月后，英伟达的股票重新找回了方向。随着对大型科技公司支出的疑虑的减退、中美贸易紧张局势降温、以及新的芯片买家出现，英伟达本周以来已累计上涨超15%，本月迄今则已累计上涨近24%——有望创下一年来的最佳月度表现。本周早些时候，英伟达拿下来自中东的巨额订单。据悉，沙特人工智能公司Humain称将与英伟达在沙特建设人工智能工厂。同时，英伟达首席执行官黄仁勋宣布，将向沙特出口1.8万块顶级人工智能...

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The rise is expected to be difficult to stop amid multiple benefits","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/3552351607ecdbc842d0d47d1fcc4741","symbols_score_info":{"NVDA":1.1},"content_text":"在沉寂数月后，英伟达的股票重新找回了方向。随着对大型科技公司支出的疑虑的减退、中美贸易紧张局势降温、以及新的芯片买家出现，英伟达本周以来已累计上涨超15%，本月迄今则已累计上涨近24%——有望创下一年来的最佳月度表现。本周早些时候，英伟达拿下来自中东的巨额订单。据悉，沙特人工智能公司Humain称将与英伟达在沙特建设人工智能工厂。同时，英伟达首席执行官黄仁勋宣布，将向沙特出口1.8万块顶级人工智能芯片。另据知情人士透露，特朗普政府正在考虑一项允许阿联酋进口超过100万颗英伟达先进芯片的协议，这一数量远远超出了拜登时代人工智能芯片法规的限制。与此同时，中美双边关税大幅下降提振了投资者的风险偏好，包括英伟达在内的科技股在此前表现低迷后重新获得了投资者的青睐。值得一提的是，本轮财报季也显示出英伟达最大的客户仍在人工智能(AI)基础设施相关的领域投入大量资金，这对主导该领域的英伟达来说无疑是个好消息。当英伟达股价在上个月跌至低点时，较1月的历史高点下跌了37%，部分原因是人们担心大型科技公司的芯片购买热潮即将降温。然而，大型科技公司没有退缩，反而加码投资。微软(MSFT.US)和Alphabet(GOOGL.US)承诺明年将进一步增加支出，Meta(META.US)也因AI相关需求的强劲势头上调了其资本支出预期。再加上亚马逊(AMZN.US)，这四大科技公司在2026年的资本支出预计将达到近3300亿美元，较今年的预估支出增长6%，Brave Eagle Wealth Management的首席投资官Robert Ruggirello表示：“本轮财报季显示，超大规模企业继续提高他们对资本支出的预估，而英伟达仍然是这些资本支出的主要受益者。”他补充称，就AI支出而言，“我认为我们才刚刚进入比赛的早期阶段”。英伟达近期的股价反弹标志着该股自2022年以来最糟糕的跌势出现了明显逆转。自本月初以来，英伟达的股价已突破了其50日和200日移动均线，这对其近期和长期势头来说是个积极的技术信号。英伟达的股价自4月低点以来已上涨43%，该公司市值在这一期间增加了1万亿美元，使其超过苹果(AAPL.US)，成为仅次于微软(MSFT.US)的全球市值第二高上市公司。英伟达近期的表现也引得美国银行将对该股的目标价从150美元上调至160美元，并重申了对该股的“买入”评级。美银分析师Vivek Arya预估，中东的AI项目每年可能为英伟达及其竞争对手AMD(AMD.US)带来多达50亿美元的营收，并有助于抵消它们因对华芯片出口受限而造成的损失。华尔街几乎一致看好英伟达，Bloomberg追踪的分析师中有87%的分析师建议买入，对该股的平均目标价较当前股价水平高出20%。英伟达的隐含回报率在“美股七巨头”中排名第二，仅次于Alphabet。此外，英伟达股价相对于预期收益的倍数已从2019年以来的最低点回升，但仍低于长期平均水平。数据显示，该股股价相对于未来12个月预期收益的倍数曾短暂跌至20倍以下，目前已回升至28倍，而过去十年的平均水平为35倍。英伟达将在5月28日美股盘后公布2026财年第一季度业绩。该公司此前预计，第一季度营收将达到430亿美元，意味着同比增长约65%。Ingenium Analytics总裁Andre Bakhos表示：“拥有像英伟达这种增长型公司通常需要付出更高的代价，但其估值并未远高于多年来的低点或整个市场水平，这足以说明它的投资吸引力。”他补充称：“目前，所有指标都对英伟达有利——股价的技术表现、估值，以及增长前景，尤其是在中东开拓的新市场。在基本面如此稳健的情况下，要打破上涨趋势是十分困难的。”","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"CCBot/2.0 (https://commoncrawl.org/faq/)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.34.0","shortVersion":"4.34.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2535390651"}