Is It Too Late to Buy NVIDIA Stock?_老虎社区_美港股上老虎

Is It Too Late to Buy NVIDIA Stock?

Motley Fool2021-07-12

The chipmaking giant has posted some serious share price gains over the past year. Key Points NVIDIA trades close to record valuations. GPUs continue to become an increasingly important component of...

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117

pusheen
·2021-07-12
Should I buy tonight ? Isit too late for stock split?will it reach 900 by this week ?
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1
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pusheen
·2021-07-12
Should I buy tonight? Isit too late?
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Prasanthkoni
·2021-07-12
Is it on peak?
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1
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- JLX:
  Yes
  2021-07-12
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Deng1368
·2021-07-12
Buy abit try
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1
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- Roykhor77:
  Can try yes
  2021-07-12
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Benlaps
·2021-07-12
Better buy now
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1
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- Roykhor77:
  👍
  2021-07-12
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kerukel88
·2021-07-12
Ok
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2
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- kerukel88:
  Ok
  2021-07-12
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Andersonkana
·2021-07-12
Why
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Arivu
·2021-07-12
No
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tanks09
·2021-07-12
It’s never too late! Do it !
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3
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- MayTan:
  Agreed
  2021-07-12
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BeBob
·2021-07-12
Like and comment
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1
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- JFK23:
  Buy for the stock split. Good
  2021-07-12
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BeBob
·2021-07-12
Like and comment
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4
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cykoay
·2021-07-12
Nvidia is going to do split share wait after split share
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7
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- Estada:
  thanks
  2021-07-12
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JessHang
·2021-07-12
Don’t rush in at these level 😀
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4
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- nuttywalnut:
  Maybe its The new low who knows
  2021-07-12
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- JessHang:
  Agree
  2021-07-15
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- JessHang:
  Agree that dont rush at tHese levels Anything tHat goes up will come down Guess we need to be patient
  2021-07-15
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Wei L
·2021-07-12
It’s never too late to buy a good stock, just wait for the right timing & price to enter by batches
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5
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Jefflzk8
·2021-07-12
Good
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3
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- BeBob:
  Like and comment
  2021-07-12
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MamaLee
·2021-07-12
Comment
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5
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- Elbeez:
  Comment & like
  2021-07-12
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- Tah:
  Nice
  2021-07-12
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- Huathk:
  Gd
  2021-07-12
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EHG
·2021-07-12
Like
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3
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- MamaLee:
  Ok
  2021-07-12
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Sctzilla
·2021-07-12
Never too late to buy. Keep it in watch list or put GTC
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7
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- moooon:
  ok
  2021-07-12
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Thechip stockhas rallied by nearly 240% since January 2020.\nThe magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.\nThe state of the stock\nNVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.\n\nThat stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.\nAdditionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.\nCompetitive advantages\nOn the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.\nAnd its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.\nFinancials and outlook\nGiven these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.\nThat lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.\nThat performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.\nThe company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.\nNonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.\nShould I still consider NVIDIA?\nAlthough the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":146577182,"gmtCreate":1626094383946,"gmtModify":1633930223709,"author":{"id":"3583836728100751","authorId":"3583836728100751","name":"pusheen","avatar":"https://static.tigerbbs.com/a3e2c1fd9efb5914c71ceb7be333e3a2","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3583836728100751","idStr":"3583836728100751"},"htmlText":"Should I buy tonight ? Isit too late for stock split?will it reach 900 by this week ?","listText":"Should I buy tonight ? Isit too late for stock split?will it reach 900 by this week ?","text":"Should I buy tonight ? Isit too late for stock split?will it reach 900 by this week ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146577182","repostId":1154588051,"repostType":2,"repost":{"id":"1154588051","kind":"news","pubTimestamp":1626057206,"share":"https://www.laohunote.com/m/news/1154588051?lang=zh_CN&edition=full","pubTime":"2021-07-12 10:33","market":"us","language":"en","title":"Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154588051","media":"Motley Fool","summary":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVID","content":" The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-07-12 10:33\n\n</h4>\n</header>\n<article>\n The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154588051","content_text":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVIDIA trades close to record valuations.\nGPUs continue to become an increasingly important component of tech innovation.\nA limited outlook gives investors little visibility beyond the second quarter.\n\nNVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.\nThe magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.\nThe state of the stock\nNVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.\n\nThat stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.\nAdditionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.\nCompetitive advantages\nOn the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.\nAnd its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.\nFinancials and outlook\nGiven these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.\nThat lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.\nThat performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.\nThe company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.\nNonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.\nShould I still consider NVIDIA?\nAlthough the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":146575615,"gmtCreate":1626094298537,"gmtModify":1633930225047,"author":{"id":"3583836728100751","authorId":"3583836728100751","name":"pusheen","avatar":"https://static.tigerbbs.com/a3e2c1fd9efb5914c71ceb7be333e3a2","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3583836728100751","idStr":"3583836728100751"},"htmlText":"Should I buy tonight? Isit too late?","listText":"Should I buy tonight? Isit too late?","text":"Should I buy tonight? Isit too late?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146575615","repostId":1154588051,"repostType":2,"repost":{"id":"1154588051","kind":"news","pubTimestamp":1626057206,"share":"https://www.laohunote.com/m/news/1154588051?lang=zh_CN&edition=full","pubTime":"2021-07-12 10:33","market":"us","language":"en","title":"Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154588051","media":"Motley Fool","summary":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVID","content":" The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-07-12 10:33\n\n</h4>\n</header>\n<article>\n The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154588051","content_text":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVIDIA trades close to record valuations.\nGPUs continue to become an increasingly important component of tech innovation.\nA limited outlook gives investors little visibility beyond the second quarter.\n\nNVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.\nThe magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.\nThe state of the stock\nNVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.\n\nThat stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.\nAdditionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.\nCompetitive advantages\nOn the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.\nAnd its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.\nFinancials and outlook\nGiven these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.\nThat lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.\nThat performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.\nThe company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.\nNonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.\nShould I still consider NVIDIA?\nAlthough the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":146882277,"gmtCreate":1626066430999,"gmtModify":1633930460162,"author":{"id":"4089032791443960","authorId":"4089032791443960","name":"Prasanthkoni","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"4089032791443960","idStr":"4089032791443960"},"htmlText":"Is it on peak?&nbsp;","listText":"Is it on peak?&nbsp;","text":"Is it on peak?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/146882277","repostId":1154588051,"repostType":4,"repost":{"id":"1154588051","kind":"news","pubTimestamp":1626057206,"share":"https://www.laohunote.com/m/news/1154588051?lang=zh_CN&edition=full","pubTime":"2021-07-12 10:33","market":"us","language":"en","title":"Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154588051","media":"Motley Fool","summary":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVID","content":" The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-07-12 10:33\n\n</h4>\n</header>\n<article>\n The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154588051","content_text":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVIDIA trades close to record valuations.\nGPUs continue to become an increasingly important component of tech innovation.\nA limited outlook gives investors little visibility beyond the second quarter.\n\nNVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.\nThe magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.\nThe state of the stock\nNVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.\n\nThat stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.\nAdditionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.\nCompetitive advantages\nOn the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.\nAnd its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.\nFinancials and outlook\nGiven these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.\nThat lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.\nThat performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.\nThe company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.\nNonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.\nShould I still consider NVIDIA?\nAlthough the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5193774,"gmtCreate":1626066745997,"gmtModify":1635231391151,"authorId":3575719904277494,"author":{"id":3575719904277494,"idStr":"3575719904277494","authorId":3575719904277494,"name":"JLX","avatar":"https://static.tigerbbs.com/8b2b82874072af259f37b9124bc903b7","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":146882277,"type":1,"supId":0,"prevId":0,"content":"Yes","text":"Yes","html":"Yes"}],"langContent":"EN"},{"id":146882905,"gmtCreate":1626066407907,"gmtModify":1633930460411,"author":{"id":"3575418857661555","authorId":"3575418857661555","name":"Deng1368","avatar":"https://static.tigerbbs.com/5c8c54753a85bf9f153654f6f27b26be","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3575418857661555","idStr":"3575418857661555"},"htmlText":"Buy abit try&nbsp;","listText":"Buy abit try&nbsp;","text":"Buy abit try","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/146882905","repostId":1154588051,"repostType":4,"repost":{"id":"1154588051","kind":"news","pubTimestamp":1626057206,"share":"https://www.laohunote.com/m/news/1154588051?lang=zh_CN&edition=full","pubTime":"2021-07-12 10:33","market":"us","language":"en","title":"Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154588051","media":"Motley Fool","summary":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVID","content":" The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-07-12 10:33\n\n</h4>\n</header>\n<article>\n The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154588051","content_text":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVIDIA trades close to record valuations.\nGPUs continue to become an increasingly important component of tech innovation.\nA limited outlook gives investors little visibility beyond the second quarter.\n\nNVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.\nThe magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.\nThe state of the stock\nNVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.\n\nThat stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.\nAdditionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.\nCompetitive advantages\nOn the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.\nAnd its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.\nFinancials and outlook\nGiven these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.\nThat lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.\nThat performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.\nThe company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.\nNonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.\nShould I still consider NVIDIA?\nAlthough the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5194634,"gmtCreate":1626077109872,"gmtModify":1635231329406,"authorId":3577415925422402,"author":{"id":3577415925422402,"idStr":"3577415925422402","authorId":3577415925422402,"name":"Roykhor77","avatar":"https://static.tigerbbs.com/dceebb2c02d2b0c1df8a4c7c7ebba8d9","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":146882905,"type":1,"supId":0,"prevId":0,"content":"Can try yes","text":"Can try yes","html":"Can try yes"}],"langContent":"EN"},{"id":146891365,"gmtCreate":1626063844557,"gmtModify":1633930486137,"author":{"id":"3580355822639703","authorId":"3580355822639703","name":"Benlaps","avatar":"https://static.tigerbbs.com/a879f9c3b6b6e26df283d14b87c41852","vip":1,"crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3580355822639703","idStr":"3580355822639703"},"htmlText":"Better buy now","listText":"Better buy now","text":"Better buy now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/146891365","repostId":1154588051,"repostType":4,"repost":{"id":"1154588051","kind":"news","pubTimestamp":1626057206,"share":"https://www.laohunote.com/m/news/1154588051?lang=zh_CN&edition=full","pubTime":"2021-07-12 10:33","market":"us","language":"en","title":"Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154588051","media":"Motley Fool","summary":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVID","content":" The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-07-12 10:33\n\n</h4>\n</header>\n<article>\n The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154588051","content_text":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVIDIA trades close to record valuations.\nGPUs continue to become an increasingly important component of tech innovation.\nA limited outlook gives investors little visibility beyond the second quarter.\n\nNVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.\nThe magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.\nThe state of the stock\nNVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.\n\nThat stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.\nAdditionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.\nCompetitive advantages\nOn the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.\nAnd its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.\nFinancials and outlook\nGiven these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.\nThat lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.\nThat performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.\nThe company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.\nNonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.\nShould I still consider NVIDIA?\nAlthough the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5194645,"gmtCreate":1626077150984,"gmtModify":1635231328428,"authorId":3577415925422402,"author":{"id":3577415925422402,"idStr":"3577415925422402","authorId":3577415925422402,"name":"Roykhor77","avatar":"https://static.tigerbbs.com/dceebb2c02d2b0c1df8a4c7c7ebba8d9","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":146891365,"type":1,"supId":0,"prevId":0,"content":"👍","text":"👍","html":"👍"}],"langContent":"EN"},{"id":146174248,"gmtCreate":1626062887084,"gmtModify":1633930496708,"author":{"id":"3580376639553291","authorId":"3580376639553291","name":"kerukel88","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3580376639553291","idStr":"3580376639553291"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/146174248","repostId":1154588051,"repostType":4,"repost":{"id":"1154588051","kind":"news","pubTimestamp":1626057206,"share":"https://www.laohunote.com/m/news/1154588051?lang=zh_CN&edition=full","pubTime":"2021-07-12 10:33","market":"us","language":"en","title":"Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154588051","media":"Motley Fool","summary":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVID","content":" The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-07-12 10:33\n\n</h4>\n</header>\n<article>\n The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154588051","content_text":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVIDIA trades close to record valuations.\nGPUs continue to become an increasingly important component of tech innovation.\nA limited outlook gives investors little visibility beyond the second quarter.\n\nNVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.\nThe magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.\nThe state of the stock\nNVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.\n\nThat stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.\nAdditionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.\nCompetitive advantages\nOn the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.\nAnd its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.\nFinancials and outlook\nGiven these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.\nThat lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.\nThat performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.\nThe company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.\nNonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.\nShould I still consider NVIDIA?\nAlthough the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5193369,"gmtCreate":1626062991684,"gmtModify":1635231430897,"authorId":3580376639553291,"author":{"id":3580376639553291,"idStr":"3580376639553291","authorId":3580376639553291,"name":"kerukel88","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":146174248,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"EN"},{"id":146175330,"gmtCreate":1626062836720,"gmtModify":1633930497918,"author":{"id":"4088599389256890","authorId":"4088599389256890","name":"Andersonkana","avatar":"https://static.tigerbbs.com/21e08c99709245ba5acdcf7245d9c40f","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"4088599389256890","idStr":"4088599389256890"},"htmlText":"Why","listText":"Why","text":"Why","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146175330","repostId":1154588051,"repostType":4,"repost":{"id":"1154588051","kind":"news","pubTimestamp":1626057206,"share":"https://www.laohunote.com/m/news/1154588051?lang=zh_CN&edition=full","pubTime":"2021-07-12 10:33","market":"us","language":"en","title":"Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154588051","media":"Motley Fool","summary":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVID","content":" The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-07-12 10:33\n\n</h4>\n</header>\n<article>\n The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154588051","content_text":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVIDIA trades close to record valuations.\nGPUs continue to become an increasingly important component of tech innovation.\nA limited outlook gives investors little visibility beyond the second quarter.\n\nNVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.\nThe magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.\nThe state of the stock\nNVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.\n\nThat stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.\nAdditionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.\nCompetitive advantages\nOn the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.\nAnd its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.\nFinancials and outlook\nGiven these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.\nThat lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.\nThat performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.\nThe company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.\nNonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.\nShould I still consider NVIDIA?\nAlthough the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":146176820,"gmtCreate":1626062738760,"gmtModify":1633930499608,"author":{"id":"3587015129995019","authorId":"3587015129995019","name":"Arivu","avatar":"https://static.tigerbbs.com/b4f95b9d963f53618dbf3723720eb3ac","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3587015129995019","idStr":"3587015129995019"},"htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146176820","repostId":1154588051,"repostType":4,"repost":{"id":"1154588051","kind":"news","pubTimestamp":1626057206,"share":"https://www.laohunote.com/m/news/1154588051?lang=zh_CN&edition=full","pubTime":"2021-07-12 10:33","market":"us","language":"en","title":"Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154588051","media":"Motley Fool","summary":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVID","content":" The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-07-12 10:33\n\n</h4>\n</header>\n<article>\n The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154588051","content_text":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVIDIA trades close to record valuations.\nGPUs continue to become an increasingly important component of tech innovation.\nA limited outlook gives investors little visibility beyond the second quarter.\n\nNVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.\nThe magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.\nThe state of the stock\nNVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.\n\nThat stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.\nAdditionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.\nCompetitive advantages\nOn the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.\nAnd its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.\nFinancials and outlook\nGiven these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.\nThat lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.\nThat performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.\nThe company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.\nNonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.\nShould I still consider NVIDIA?\nAlthough the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":146179735,"gmtCreate":1626062394627,"gmtModify":1633930502645,"author":{"id":"3581816252667558","authorId":"3581816252667558","name":"tanks09","avatar":"https://static.tigerbbs.com/0d3a860d19cbe659e537ab4dcbdc7d1d","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3581816252667558","idStr":"3581816252667558"},"htmlText":"It’s never too late! Do it !&nbsp;","listText":"It’s never too late! Do it !&nbsp;","text":"It’s never too late! Do it !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/146179735","repostId":1154588051,"repostType":4,"repost":{"id":"1154588051","kind":"news","pubTimestamp":1626057206,"share":"https://www.laohunote.com/m/news/1154588051?lang=zh_CN&edition=full","pubTime":"2021-07-12 10:33","market":"us","language":"en","title":"Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154588051","media":"Motley Fool","summary":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVID","content":" The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-07-12 10:33\n\n</h4>\n</header>\n<article>\n The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154588051","content_text":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVIDIA trades close to record valuations.\nGPUs continue to become an increasingly important component of tech innovation.\nA limited outlook gives investors little visibility beyond the second quarter.\n\nNVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.\nThe magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.\nThe state of the stock\nNVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.\n\nThat stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.\nAdditionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.\nCompetitive advantages\nOn the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.\nAnd its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.\nFinancials and outlook\nGiven these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.\nThat lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.\nThat performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.\nThe company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.\nNonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.\nShould I still consider NVIDIA?\nAlthough the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5194720,"gmtCreate":1626077635331,"gmtModify":1635231322789,"authorId":3573019619191060,"author":{"id":3573019619191060,"idStr":"3573019619191060","authorId":3573019619191060,"name":"MayTan","avatar":"https://static.tigerbbs.com/808e2dbe5d70103ebf181c1496a31644","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":146179735,"type":1,"supId":0,"prevId":0,"content":"Agreed","text":"Agreed","html":"Agreed"}],"langContent":"EN"},{"id":146151515,"gmtCreate":1626061160437,"gmtModify":1633930515334,"author":{"id":"3585307651801295","authorId":"3585307651801295","name":"BeBob","avatar":"https://static.tigerbbs.com/4c7fb1588c34a61b54c3059c16e50b4e","vip":1,"crmLevel":12,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3585307651801295","idStr":"3585307651801295"},"htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/146151515","repostId":1154588051,"repostType":4,"repost":{"id":"1154588051","kind":"news","pubTimestamp":1626057206,"share":"https://www.laohunote.com/m/news/1154588051?lang=zh_CN&edition=full","pubTime":"2021-07-12 10:33","market":"us","language":"en","title":"Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154588051","media":"Motley Fool","summary":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVID","content":" The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-07-12 10:33\n\n</h4>\n</header>\n<article>\n The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154588051","content_text":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVIDIA trades close to record valuations.\nGPUs continue to become an increasingly important component of tech innovation.\nA limited outlook gives investors little visibility beyond the second quarter.\n\nNVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.\nThe magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.\nThe state of the stock\nNVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.\n\nThat stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.\nAdditionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.\nCompetitive advantages\nOn the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.\nAnd its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.\nFinancials and outlook\nGiven these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.\nThat lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.\nThat performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.\nThe company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.\nNonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.\nShould I still consider NVIDIA?\nAlthough the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5195800,"gmtCreate":1626087157155,"gmtModify":1635231244533,"authorId":3577142139469832,"author":{"id":3577142139469832,"idStr":"3577142139469832","authorId":3577142139469832,"name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":146151515,"type":1,"supId":0,"prevId":0,"content":"Buy for the stock split. Good","text":"Buy for the stock split. Good","html":"Buy for the stock split. Good"}],"langContent":"EN"},{"id":146151909,"gmtCreate":1626061121601,"gmtModify":1633930515805,"author":{"id":"3585307651801295","authorId":"3585307651801295","name":"BeBob","avatar":"https://static.tigerbbs.com/4c7fb1588c34a61b54c3059c16e50b4e","vip":1,"crmLevel":12,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3585307651801295","idStr":"3585307651801295"},"htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146151909","repostId":1154588051,"repostType":4,"repost":{"id":"1154588051","kind":"news","pubTimestamp":1626057206,"share":"https://www.laohunote.com/m/news/1154588051?lang=zh_CN&edition=full","pubTime":"2021-07-12 10:33","market":"us","language":"en","title":"Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154588051","media":"Motley Fool","summary":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVID","content":" The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-07-12 10:33\n\n</h4>\n</header>\n<article>\n The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154588051","content_text":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVIDIA trades close to record valuations.\nGPUs continue to become an increasingly important component of tech innovation.\nA limited outlook gives investors little visibility beyond the second quarter.\n\nNVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.\nThe magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.\nThe state of the stock\nNVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.\n\nThat stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.\nAdditionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.\nCompetitive advantages\nOn the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.\nAnd its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.\nFinancials and outlook\nGiven these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.\nThat lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.\nThat performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.\nThe company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.\nNonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.\nShould I still consider NVIDIA?\nAlthough the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":146165422,"gmtCreate":1626060026766,"gmtModify":1631888979215,"author":{"id":"3563947259820874","authorId":"3563947259820874","name":"cykoay","avatar":"https://static.tigerbbs.com/10c52887508be516b800b769e4050b2f","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3563947259820874","idStr":"3563947259820874"},"htmlText":"Nvidia is going to do split share wait after split share","listText":"Nvidia is going to do split share wait after split share","text":"Nvidia is going to do split share wait after split share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/146165422","repostId":1154588051,"repostType":4,"repost":{"id":"1154588051","kind":"news","pubTimestamp":1626057206,"share":"https://www.laohunote.com/m/news/1154588051?lang=zh_CN&edition=full","pubTime":"2021-07-12 10:33","market":"us","language":"en","title":"Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154588051","media":"Motley Fool","summary":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVID","content":" The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-07-12 10:33\n\n</h4>\n</header>\n<article>\n The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154588051","content_text":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVIDIA trades close to record valuations.\nGPUs continue to become an increasingly important component of tech innovation.\nA limited outlook gives investors little visibility beyond the second quarter.\n\nNVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.\nThe magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.\nThe state of the stock\nNVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.\n\nThat stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.\nAdditionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.\nCompetitive advantages\nOn the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.\nAnd its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.\nFinancials and outlook\nGiven these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.\nThat lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.\nThat performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.\nThe company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.\nNonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.\nShould I still consider NVIDIA?\nAlthough the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5193142,"gmtCreate":1626060945675,"gmtModify":1631888979214,"authorId":3569638094156050,"author":{"id":3569638094156050,"idStr":"3569638094156050","authorId":3569638094156050,"name":"Estada","avatar":"https://static.tigerbbs.com/035b646e17ea259fd1e75b59654ef1ff","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":146165422,"type":1,"supId":0,"prevId":0,"content":"thanks","text":"thanks","html":"thanks"}],"langContent":"EN"},{"id":146168526,"gmtCreate":1626059809565,"gmtModify":1631891449777,"author":{"id":"4088394474156640","authorId":"4088394474156640","name":"JessHang","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"4088394474156640","idStr":"4088394474156640"},"htmlText":"Don’t rush in at these level 😀","listText":"Don’t rush in at these level 😀","text":"Don’t rush in at these level 😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/146168526","repostId":1154588051,"repostType":4,"repost":{"id":"1154588051","kind":"news","pubTimestamp":1626057206,"share":"https://www.laohunote.com/m/news/1154588051?lang=zh_CN&edition=full","pubTime":"2021-07-12 10:33","market":"us","language":"en","title":"Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154588051","media":"Motley Fool","summary":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVID","content":" The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-07-12 10:33\n\n</h4>\n</header>\n<article>\n The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154588051","content_text":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVIDIA trades close to record valuations.\nGPUs continue to become an increasingly important component of tech innovation.\nA limited outlook gives investors little visibility beyond the second quarter.\n\nNVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.\nThe magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.\nThe state of the stock\nNVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.\n\nThat stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.\nAdditionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.\nCompetitive advantages\nOn the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.\nAnd its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.\nFinancials and outlook\nGiven these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.\nThat lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.\nThat performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.\nThe company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.\nNonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.\nShould I still consider NVIDIA?\nAlthough the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5193029,"gmtCreate":1626059963500,"gmtModify":1635231461566,"authorId":3583202996390017,"author":{"id":3583202996390017,"idStr":"3583202996390017","authorId":3583202996390017,"name":"nuttywalnut","avatar":"https://static.tigerbbs.com/1953cd597f306dd73a4217954bdffbe0","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":146168526,"type":1,"supId":0,"prevId":0,"content":"Maybe its The new low who knows","text":"Maybe its The new low who knows","html":"Maybe its The new low who knows"},{"id":5224589,"gmtCreate":1626314661550,"gmtModify":1635228914511,"authorId":4088394474156640,"author":{"id":4088394474156640,"idStr":"4088394474156640","authorId":4088394474156640,"name":"JessHang","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":146168526,"type":1,"supId":0,"prevId":0,"content":"Agree","text":"Agree","html":"Agree"},{"id":5224601,"gmtCreate":1626314755254,"gmtModify":1635228913856,"authorId":4088394474156640,"author":{"id":4088394474156640,"idStr":"4088394474156640","authorId":4088394474156640,"name":"JessHang","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":146168526,"type":1,"supId":0,"prevId":0,"content":"Agree that dont rush at tHese levels Anything tHat goes up will come down Guess we need to be patient ","text":"Agree that dont rush at tHese levels Anything tHat goes up will come down Guess we need to be patient ","html":"Agree that dont rush at tHese levels Anything tHat goes up will come down Guess we need to be patient "}],"langContent":"EN"},{"id":146187024,"gmtCreate":1626059456268,"gmtModify":1633930534906,"author":{"id":"3586942657370543","authorId":"3586942657370543","name":"Wei L","avatar":"https://static.tigerbbs.com/69437148178cab1d626a6802180afa5d","vip":1,"crmLevel":12,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3586942657370543","idStr":"3586942657370543"},"htmlText":"It’s never too late to buy a good stock, just wait for the right timing &amp; price to enter by batches&nbsp;","listText":"It’s never too late to buy a good stock, just wait for the right timing &amp; price to enter by batches&nbsp;","text":"It’s never too late to buy a good stock, just wait for the right timing & price to enter by batches","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146187024","repostId":1154588051,"repostType":4,"repost":{"id":"1154588051","kind":"news","pubTimestamp":1626057206,"share":"https://www.laohunote.com/m/news/1154588051?lang=zh_CN&edition=full","pubTime":"2021-07-12 10:33","market":"us","language":"en","title":"Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154588051","media":"Motley Fool","summary":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVID","content":" The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-07-12 10:33\n\n</h4>\n</header>\n<article>\n The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154588051","content_text":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVIDIA trades close to record valuations.\nGPUs continue to become an increasingly important component of tech innovation.\nA limited outlook gives investors little visibility beyond the second quarter.\n\nNVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.\nThe magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.\nThe state of the stock\nNVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.\n\nThat stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.\nAdditionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.\nCompetitive advantages\nOn the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.\nAnd its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.\nFinancials and outlook\nGiven these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.\nThat lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.\nThat performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.\nThe company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.\nNonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.\nShould I still consider NVIDIA?\nAlthough the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":146189955,"gmtCreate":1626058816977,"gmtModify":1633930541120,"author":{"id":"3568923159588731","authorId":"3568923159588731","name":"Jefflzk8","avatar":"https://static.tigerbbs.com/4706a152fc1fbc0610ef312fc6c32b84","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3568923159588731","idStr":"3568923159588731"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/146189955","repostId":1154588051,"repostType":4,"repost":{"id":"1154588051","kind":"news","pubTimestamp":1626057206,"share":"https://www.laohunote.com/m/news/1154588051?lang=zh_CN&edition=full","pubTime":"2021-07-12 10:33","market":"us","language":"en","title":"Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154588051","media":"Motley Fool","summary":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVID","content":" The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-07-12 10:33\n\n</h4>\n</header>\n<article>\n The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154588051","content_text":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVIDIA trades close to record valuations.\nGPUs continue to become an increasingly important component of tech innovation.\nA limited outlook gives investors little visibility beyond the second quarter.\n\nNVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.\nThe magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.\nThe state of the stock\nNVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.\n\nThat stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.\nAdditionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.\nCompetitive advantages\nOn the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.\nAnd its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.\nFinancials and outlook\nGiven these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.\nThat lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.\nThat performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.\nThe company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.\nNonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.\nShould I still consider NVIDIA?\nAlthough the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5193170,"gmtCreate":1626061174805,"gmtModify":1631894271149,"authorId":3585307651801295,"author":{"id":3585307651801295,"idStr":"3585307651801295","authorId":3585307651801295,"name":"BeBob","avatar":"https://static.tigerbbs.com/4c7fb1588c34a61b54c3059c16e50b4e","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":146189955,"type":1,"supId":0,"prevId":0,"content":"Like and comment","text":"Like and comment","html":"Like and comment"}],"langContent":"EN"},{"id":146112880,"gmtCreate":1626058573840,"gmtModify":1633930544308,"author":{"id":"3579998898288031","authorId":"3579998898288031","name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","vip":1,"crmLevel":12,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3579998898288031","idStr":"3579998898288031"},"htmlText":"Comment&nbsp;","listText":"Comment&nbsp;","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/146112880","repostId":1154588051,"repostType":4,"repost":{"id":"1154588051","kind":"news","pubTimestamp":1626057206,"share":"https://www.laohunote.com/m/news/1154588051?lang=zh_CN&edition=full","pubTime":"2021-07-12 10:33","market":"us","language":"en","title":"Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154588051","media":"Motley Fool","summary":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVID","content":" The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-07-12 10:33\n\n</h4>\n</header>\n<article>\n The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154588051","content_text":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVIDIA trades close to record valuations.\nGPUs continue to become an increasingly important component of tech innovation.\nA limited outlook gives investors little visibility beyond the second quarter.\n\nNVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.\nThe magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.\nThe state of the stock\nNVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.\n\nThat stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.\nAdditionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.\nCompetitive advantages\nOn the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.\nAnd its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.\nFinancials and outlook\nGiven these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.\nThat lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.\nThat performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.\nThe company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.\nNonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.\nShould I still consider NVIDIA?\nAlthough the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5192879,"gmtCreate":1626058793558,"gmtModify":1635231473993,"authorId":3577062719427827,"author":{"id":3577062719427827,"idStr":"3577062719427827","authorId":3577062719427827,"name":"Elbeez","avatar":"https://static.tigerbbs.com/ffaa7bd4dd5cdc8086e4797b2c483fc8","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":146112880,"type":1,"supId":0,"prevId":0,"content":"Comment &amp; like","text":"Comment &amp; like","html":"Comment &amp; like"},{"id":5192941,"gmtCreate":1626059161380,"gmtModify":1635231468627,"authorId":4088267272063620,"author":{"id":4088267272063620,"idStr":"4088267272063620","authorId":4088267272063620,"name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":146112880,"type":1,"supId":5192879,"prevId":0,"content":" Nice","text":" Nice","html":" Nice"},{"id":5193055,"gmtCreate":1626060252653,"gmtModify":1635231459663,"authorId":3573472992263411,"author":{"id":3573472992263411,"idStr":"3573472992263411","authorId":3573472992263411,"name":"Huathk","avatar":"https://static.tigerbbs.com/43c7168c646d9ea6805194ed0003f1cc","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":146112880,"type":1,"supId":0,"prevId":0,"content":"Gd","text":"Gd","html":"Gd"}],"langContent":"EN"},{"id":146116520,"gmtCreate":1626058538660,"gmtModify":1633930544803,"author":{"id":"3586941861951066","authorId":"3586941861951066","name":"EHG","avatar":"https://static.tigerbbs.com/28e4734e50f795c3218330cbb6c3e9a0","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3586941861951066","idStr":"3586941861951066"},"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/146116520","repostId":1154588051,"repostType":4,"repost":{"id":"1154588051","kind":"news","pubTimestamp":1626057206,"share":"https://www.laohunote.com/m/news/1154588051?lang=zh_CN&edition=full","pubTime":"2021-07-12 10:33","market":"us","language":"en","title":"Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154588051","media":"Motley Fool","summary":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVID","content":" The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-07-12 10:33\n\n</h4>\n</header>\n<article>\n The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154588051","content_text":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVIDIA trades close to record valuations.\nGPUs continue to become an increasingly important component of tech innovation.\nA limited outlook gives investors little visibility beyond the second quarter.\n\nNVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.\nThe magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.\nThe state of the stock\nNVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.\n\nThat stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.\nAdditionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.\nCompetitive advantages\nOn the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.\nAnd its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.\nFinancials and outlook\nGiven these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.\nThat lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.\nThat performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.\nThe company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.\nNonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.\nShould I still consider NVIDIA?\nAlthough the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5192840,"gmtCreate":1626058569391,"gmtModify":1635231477625,"authorId":3579998898288031,"author":{"id":3579998898288031,"idStr":"3579998898288031","authorId":3579998898288031,"name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":146116520,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"EN"},{"id":146119017,"gmtCreate":1626058234039,"gmtModify":1633930548675,"author":{"id":"3575088615997337","authorId":"3575088615997337","name":"Sctzilla","avatar":"https://static.tigerbbs.com/da92fdf7b2ad123c19abd6ec086d68d6","vip":1,"crmLevel":12,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3575088615997337","idStr":"3575088615997337"},"htmlText":"Never too late to buy. Keep it in watch list or put GTC&nbsp;","listText":"Never too late to buy. Keep it in watch list or put GTC&nbsp;","text":"Never too late to buy. Keep it in watch list or put GTC","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/146119017","repostId":1154588051,"repostType":4,"repost":{"id":"1154588051","kind":"news","pubTimestamp":1626057206,"share":"https://www.laohunote.com/m/news/1154588051?lang=zh_CN&edition=full","pubTime":"2021-07-12 10:33","market":"us","language":"en","title":"Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154588051","media":"Motley Fool","summary":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVID","content":" The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy NVIDIA Stock?<blockquote>现在购买英伟达股票还来得及吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-07-12 10:33\n\n</h4>\n</header>\n<article>\n The chipmaking giant has posted some serious share price gains over the past year. Key Points<blockquote>这家芯片制造巨头在过去一年中股价大幅上涨。要点</blockquote> <ul> <li>NVIDIA trades close to record valuations.</li> <li>GPUs continue to become an increasingly important component of tech innovation.</li> <li>A limited outlook gives investors little visibility beyond the second quarter.</li> </ul> NVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.<blockquote><ul><li>英伟达的估值接近创纪录水平。</li><li>GPU继续成为技术创新日益重要的组成部分。</li><li>有限的前景让投资者在第二季度之后几乎看不到什么。</li></ul>英伟达（纳斯达克股票代码：NVDA）股东从持续的芯片短缺以及该公司基于 GPU 的应用程序产品的受欢迎程度中受益匪浅。自 2020 年 1 月以来，芯片股已上涨近 240%。</blockquote> The magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.<blockquote>这种飙升的幅度让许多投资者质疑是否还有机会买入，或者他们是否基本上错过了从这次特定反弹中获利的机会。让我们仔细看看英伟达，并尝试提供一个答案。</blockquote> The state of the stock<blockquote>库存状态</blockquote> NVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.<blockquote>英伟达的股价在过去 12 个月里上涨了 100% 多一点，距离其计划中的四比一股票分割还有不到两周的时间。</blockquote> <img src=\"https://static.tigerbbs.com/559f2527ced6eebe92cebc5c4bff9bbe\" tg-width=\"733\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> That stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.<blockquote>股价飙升使英伟达的市盈率接近 95。自 2000 年代初以来，该股从未出现过如此高的估值。此外，当英伟达在 2016 年底和 2018 年初反弹时，市盈率超过 50 就发出了卖出信号——该股在达到这些水平后不久就暴跌。</blockquote> Additionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.<blockquote>此外，与同行相比，它已经变得昂贵。宿敌AMD售价低于市盈率的 40 倍，高通交易市盈率为 20 倍，并且英特尔运动市盈率低于13。</blockquote> Competitive advantages<blockquote>竞争优势</blockquote> On the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.<blockquote>从积极的一面来看，英伟达在许多技术领域拥有竞争优势。它凭借专门为挖掘数字代币而设计的流行而强大的GPU，在加密货币领域获得了牵引力。它已经在超级计算机领域建立了自己的影响力——其剑桥1号超级计算机将被企业和学术界用来加速医疗保健和基因组学的研究。此外，假设其对 Arm Holdings 的收购提议得以实施，它可能会进一步扩大其竞争护城河，因为许多制造商在数字电视和智能手机等设备中使用 Arm 的芯片。</blockquote> And its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.<blockquote>其长期核心产品——用于视频游戏的 GPU——正在帮助其在不断增长的人工智能系统市场中促进创新。其芯片将为自动驾驶汽车、数据中心和云计算等领域的关键应用提供动力。此外，其 AI-on-5G 平台还将有助于在 5G 网络上部署基于人工智能的应用程序。</blockquote> Financials and outlook<blockquote>财务和展望</blockquote> Given these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.<blockquote>鉴于这些创新，投资者可以很容易地理解英伟达的成功如何提振了其财务状况。截至 5 月 2 日的 2022 财年第一季度，收入同比增长 84%，达到 56.6 亿美元。这包括游戏收入增长 106%，数据中心收入激增 79%。</blockquote> That lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.<blockquote>这使得其 GAAP 净利润增长了 109%，达到 19 亿美元以上。运营费用增长放缓以及未实现收益带来的收益增加有助于利润增长。</blockquote> That performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.<blockquote>最新报告季度的业绩也超过了英伟达 2021 财年全年的业绩，当时收入增长了 53%，GAAP 净利润增长了 55%。</blockquote> The company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.<blockquote>该公司最近一个季度的自由现金流接近 16 亿美元，2021 财年接近 47 亿美元。</blockquote> Nonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.<blockquote>尽管如此，其前景可能会让投资者犹豫不决。对于第二财季，该公司预计收入将在 63 亿美元的 2 个百分点以内，比去年同期报告的 39 亿美元大幅增长。然而，该公司拒绝提供 2022 财年剩余时间的展望。这可能反映了管理层对宏观状况的不确定性，因为全球经济试图走出疫情的阴影。</blockquote> Should I still consider NVIDIA?<blockquote>我还应该考虑英伟达吗？</blockquote> Although the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.<blockquote>尽管该公司的长期增长故事很容易继续下去，但投资者可能希望暂时避免投资英伟达股票。管理层决定不提供第二季度之后的展望，这表明未来可能会遇到困难。此外，在当前情况下，为这家芯片制造商支付近 95 倍的市盈率似乎并不明智，尤其是当该股在 2021 年之前很少以高于 50 的市盈率进行交易时。虽然现在购买英伟达股票可能还不算太晚，但投资者可能应该假设他们已经错过了从这次反弹中受益的机会。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/07/11/is-it-too-late-to-buy-nvidia-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154588051","content_text":"The chipmaking giant has posted some serious share price gains over the past year.\n\nKey Points\n\nNVIDIA trades close to record valuations.\nGPUs continue to become an increasingly important component of tech innovation.\nA limited outlook gives investors little visibility beyond the second quarter.\n\nNVIDIA(NASDAQ:NVDA)shareholders have been benefiting mightily from the ongoing chip shortage, as well as from the popularity of the company's offerings for GPU-based applications. Thechip stockhas rallied by nearly 240% since January 2020.\nThe magnitude of that surge has plenty of investors questioning whether there's still a chance to buy in, or if they have essentially missed out on their opportunity to profit from this particular rally. Let's take a closer look at NVIDIA and attempt to provide an answer.\nThe state of the stock\nNVIDIA's share price has increased by just over 100% in the last 12 months, and its scheduled four-for-onestock split is less than two weeks away.\n\nThat stock price surge has taken NVIDIA's P/E ratio to almost 95. The stock has not seen such high valuations since the early 2000s. Moreover, when NVIDIA rallied in late 2016 and early 2018, P/E multiples above 50 amounted to sell signals -- the stock plummeted soon after hitting those levels.\nAdditionally, it has become expensive compared to its peers. ArchrivalAMDsells for under 40 times earnings,Qualcommtrades at 20 times earnings, andIntelsports a P/E ratio of less than 13.\nCompetitive advantages\nOn the positive side, NVIDIA possessives competitive edges in a number of tech niches. It has gained traction in the cryptocurrency space with a popular and powerful GPU specifically designed for mining digital tokens. It has built a presence in the realm of supercomputers -- its Cambridge-1 supercomputer will be used by businesses and academics to accelerate research in healthcare and genomics. Furthermore, assuming its proposed acquisition of Arm Holdings goes through, it could further widen its competitive moat, as many manufacturers use Arm's chips in devices such as digital TVs and smartphones.\nAnd its longtime core products -- GPUs for video gaming -- are helping it foster innovations in the growing market for artificial intelligence systems. Its chips will power key applications in self-driving cars, data centers, and cloud computing, among others. Additionally, its AI-on-5G platform will also aid in deploying AI-based applications across 5G networks.\nFinancials and outlook\nGiven these innovations, investors can easily understand how NVIDIA's successes have boosted its financials. In its fiscal 2022 first quarter, which ended May 2, revenue rose 84% year over year to $5.66 billion. This included a 106% increase in gaming revenue and a 79% surge in data center revenue.\nThat lifted its GAAP net income by 109% to over $1.9 billion. Slower growth in operating expenses along with a boost in earnings from unrealized gains contributed to the bottom-line gains.\nThat performance for the most recently reported quarter also outpaced NVIDIA's results for its full fiscal 2021, when revenue rose 53% and GAAP net income increased 55%.\nThe company saw nearly $1.6 billion in free cash flow in the latest quarter, and close to $4.7 billion in fiscal 2021.\nNonetheless, its outlook may give investors pause. For its fiscal Q2, the company expects revenue to be within 2 percentage points of $6.3 billion, a massive increase from the $3.9 billion it reported in the same quarter last year. However, the company declined to offer an outlook for the remainder of fiscal 2022. This could reflect management's uncertainty about macro conditions as global economies attempt to emerge from the shadow of the pandemic.\nShould I still consider NVIDIA?\nAlthough the company's long-term growth story could easily continue, investors may want to avoid NVIDIA stock for now. Management's decision not to provide an outlook beyond Q2 indicates it could hit a rough patch ahead. Moreover, it doesn't appear wise to pay almost 95 times earnings for this chipmaker under current conditions, especially when the stock rarely traded at a P/E ratio above 50 before 2021. While it may not be too late to buy NVIDIA stock, investors should probably assume that they have missed out on the chance to benefit from this rally.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5192836,"gmtCreate":1626058538875,"gmtModify":1635231477748,"authorId":3581670947628553,"author":{"id":3581670947628553,"idStr":"3581670947628553","authorId":3581670947628553,"name":"moooon","avatar":"https://static.tigerbbs.com/a9e33a6d148788536c6e5bfc96af0edc","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":146119017,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":117,"commentSize":18,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}