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MrInvestor
2021-12-10

If no challenge from intel and others it will

Will Nvidia Be a Trillion-Dollar Stock by Next Year?<blockquote>英伟达明年会成为万亿美元股票吗？</blockquote>

The graphics chipmaker has the seven-zero valuation in its sights.

Will Nvidia Be a Trillion-Dollar Stock by Next Year?<blockquote>英伟达明年会成为万亿美元股票吗？</blockquote>

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":605874795,"tweetId":"605874795","gmtCreate":1639148884960,"gmtModify":1639148896862,"author":{"id":3586672191897597,"idStr":"3586672191897597","authorId":3586672191897597,"authorIdStr":"3586672191897597","name":"MrInvestor","avatar":"https://static.tigerbbs.com/40974a38cd623c0089adf8fd12d91591","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":39,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>If no challenge from intel and others it will</body></html>","htmlText":"<html><head></head><body>If no challenge from intel and others it will</body></html>","text":"If no challenge from intel and others it will","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/605874795","repostId":1144055666,"repostType":4,"repost":{"id":"1144055666","kind":"news","pubTimestamp":1639142986,"share":"https://www.laohu8.com/m/news/1144055666?lang=zh_CN&edition=full","pubTime":"2021-12-10 21:29","market":"us","language":"en","title":"Will Nvidia Be a Trillion-Dollar Stock by Next Year?<blockquote>英伟达明年会成为万亿美元股票吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144055666","media":"Motley Fool","summary":"The graphics chipmaker has the seven-zero valuation in its sights.","content":"It's not a question of if&nbsp;Nvidia&nbsp;will be a trillion-dollar stock, just a matter of when. With the stock up 150% in 2021, the chipmaker has a market valuation of just under $850 billion, which puts the symbolic threshold almost within reach.<blockquote>这不是如果的问题英伟达将成为万亿美元的股票，只是时间问题。随着该股在2021年上涨150%，这家芯片制造商的市值略低于8500亿美元，这使得象征性的门槛几乎触手可及。</blockquote> However, because even the&nbsp;S&amp;P 500&nbsp;has posted 25% gains this year, or more than double the historical average, the potential for a sharp decline grows increasingly likely. That, too, is a matter of when, not if.<blockquote>然而，因为即使是标普500今年涨幅为25%，是历史平均水平的两倍多，大幅下跌的可能性越来越大。这也是一个时间问题，而不是如果。</blockquote> <img src=\"https://static.tigerbbs.com/a810eede9d4a8b010dd6d83bdd781be9\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\">Image source: Getty Images.<blockquote>图片来源：盖蒂图片社。</blockquote> Ignoring, for the moment, the dramatic plunge that occurred at the onset of the coronavirus pandemic last year, the stock market has been on an incredible years-long tear. Since the end of the&nbsp;Great Recession in 2009, the benchmark index has put on quite the performance by more than quadrupling in value and turning a $10,000 investment into one worth over $42,000 today.<blockquote>暂时忽略去年冠状病毒大流行爆发时发生的急剧暴跌，股市已经经历了令人难以置信的长达数年的撕裂。自2009年大衰退结束以来，该基准指数表现出色，价值翻了两番多，将10,000美元的投资变成了如今价值超过42,000美元的投资。</blockquote> A new downdraft will undoubtedly take Nvidia down with it, perhaps delaying the inevitable. Here's what it might look like for the tech stock to have that nine-zero valuation.<blockquote>新的下行趋势无疑会拖累英伟达，或许会推迟不可避免的事情。以下是科技股估值为九零的情况。</blockquote> <img src=\"https://static.tigerbbs.com/381746086571d0ddcf0ce971b1b0ea41\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\">Image source: Getty Images.<blockquote>图片来源：盖蒂图片社。</blockquote> It's game on for GPUs<blockquote>GPU的游戏开始了</blockquote> Nvidia is, of course, best known for its graphics cards, or graphics processing units (GPU), which have&nbsp;made immersive, processing-intensive video games possible&nbsp;and remain at the heart of Nvidia's business, generating 45% of total third-quarter revenue.<blockquote>当然，Nvidia最出名的是其显卡或图形处理单元(GPU)，它使沉浸式、处理密集型视频游戏成为可能，并且仍然是Nvidia业务的核心，占第三季度总收入的45%。</blockquote> It's not about to diminish in importance either. First, more people started playing video games during the pandemic, and while many will put their controllers aside as more out-of-home entertainment opportunities open up, many will continue.<blockquote>它的重要性也不会减弱。首先，更多的人在疫情期间开始玩视频游戏，虽然随着更多户外娱乐机会的出现，许多人会把他们的控制器放在一边，但许多人会继续玩下去。</blockquote> Citing the impact gamification among millennials has had on the adoption of a virtual world for gamers, Mordor Intelligence estimates the gaming GPU market will grow at a compound annual rate of 14% through 2026. This suggests that Nvidia, which already has an 83% share of the discrete gaming GPU market, might generate as much as $20 billion annually just in this segment if its sales growth rate keeps its pace.<blockquote>Mordor Intelligence引用了千禧一代的游戏化对游戏玩家采用虚拟世界的影响，估计到2026年，游戏GPU市场将以14%的复合年增长率增长。这表明，英伟达已经占据了独立游戏GPU市场83%的份额，如果其销售增长率保持同步，仅在这一领域每年就可能产生高达200亿美元的收入。</blockquote> Nvidia is also using AI to make gaming even better and more immersive. Its deep learning super sampling (DLSS) technology uses AI to take low-resolution images and scale them up to high resolutions for display on high-res screens. Add in a nascent but fast-growing esports industry, along with the growth of its&nbsp;GeForce Now&nbsp;cloud gaming service, and this segment still has plenty of expansion possibilities in store for the future.<blockquote>英伟达也在利用人工智能让游戏变得更好、更身临其境。其深度学习超级采样（DLSS）技术使用人工智能来拍摄低分辨率图像，并将其放大到高分辨率，以便在高分辨率屏幕上显示。再加上新兴但快速增长的电子竞技行业，以及GeForce Now云游戏服务的增长，该细分市场在未来仍有大量扩张的可能性。</blockquote> <img src=\"https://static.tigerbbs.com/548893b4ea766bdde6eb1233864ed440\" tg-width=\"2000\" tg-height=\"1126\" width=\"100%\" height=\"auto\">Image source: Nvidia.<blockquote>图片来源：英伟达。</blockquote> Nvidia is about so much more than gaming<blockquote>Nvidia不仅仅是游戏</blockquote> The crazy thing about the chipmaker, though, is that gaming isn't even its biggest opportunity. Nvidia has stuck its finger in the pies of&nbsp;artificial intelligence, data centers, and automobiles, too, and those all offer tremendous possibilities.<blockquote>然而，这家芯片制造商的疯狂之处在于，游戏甚至不是它最大的机会。英伟达也涉足了人工智能、数据中心和汽车领域，这些领域都提供了巨大的可能性。</blockquote> Chips for data centers, for example, already make billions of dollars each year for Nvidia, with segment revenue soaring 55% year over year in Q3 to $2.9 billion and should grow to&nbsp;become the chipmaker's largest segment&nbsp;by 2025.<blockquote>例如，用于数据中心的芯片每年已经为英伟达带来数十亿美元的收入，第三季度该部门的收入同比飙升55%，达到29亿美元，到2025年应该会增长成为该芯片制造商最大的部门。</blockquote> Its $7 billion acquisition of Mellanox last year helped position Nvidia as a leading supplier for networking hardware.<blockquote>去年以70亿美元收购Mellanox，帮助英伟达成为网络硬件的领先供应商。</blockquote> The chipmaker is also&nbsp;putting AI to work&nbsp;in the cybersecurity data protection market. Combining its Morpheus framework with its zero-trust BlueField-branded data processing units (DPUs), Nvidia offers a unique level of protection regardless of whether the network is located locally, in the cloud, or in hybrid environments.<blockquote>这家芯片制造商还将人工智能应用于网络安全数据保护市场。Nvidia将其Morpheus框架与其零信任BlueField品牌的数据处理单元（DPU）相结合，无论网络是位于本地、云中还是混合环境中，都能提供独特的保护级别。</blockquote> The zero-trust platform requires all users to be authenticated, authorized, and validated before gaining access to applications and data.<blockquote>零信任平台要求所有用户在访问应用程序和数据之前都要经过身份验证、授权和验证。</blockquote> We haven't even gotten around to Nvidia's Drive AV platform for&nbsp;autonomous vehicles, or Omniverse, the first real-time 3D simulation and collaboration platform. The cryptocurrency market is also taking advantage of Nvidia's processing power. The Nvidia CMP HX (CMP stands for crypto mining processor) is a dedicated GPU for professional crypto mining applications that lacks video output since it's a superfluous feature. The chips also have a lower peak core voltage and frequency for improved mining power efficiency.<blockquote>我们甚至还没有接触到Nvidia的自动驾驶汽车Drive AV平台，或者Omniverse，第一个实时3D模拟和协作平台。加密货币市场也在利用英伟达的处理能力。Nvidia CMP HX（CMP代表加密挖掘处理器）是专业加密挖掘应用的专用GPU，缺乏视频输出，因为这是一个多余的功能。这些芯片还具有较低的峰值核心电压和频率，以提高采矿功率效率。</blockquote> <img src=\"https://static.tigerbbs.com/09911f3f5072135e602efff6124f292d\" tg-width=\"2000\" tg-height=\"1373\" width=\"100%\" height=\"auto\">Image source: Getty Images.<blockquote>图片来源：盖蒂图片社。</blockquote> Time to ring the register<blockquote>是时候按收银机了</blockquote> That's a lot of opportunities to cash in on. Analysts think so, too, and recently upgraded their forecasts to estimate Nvidia will now grow revenue from $16.5 billion in 2021 to $59.4 billion in 2026, a better than 29% compounded annual growth rate. Earnings are expected to&nbsp;grow even faster, or almost 42% annually, to $13 per share.<blockquote>这是很多赚钱的机会。分析师也这么认为，最近上调了预测，估计英伟达的收入将从2021年的165亿美元增长到2026年的594亿美元，复合年增长率高于29%。盈利预计将增长更快，即每年增长近42%，达到每股13美元。</blockquote> Yet Nvidia's stock isn't cheap, going for 35 times sales. Maintaining that multiple would put the chipmaker's valuation over the trillion-dollar mark sometime next year, but even halving that only delays it reaching that lofty level till the middle of the decade.<blockquote>然而，英伟达的股价并不便宜，是销售额的35倍。维持这一市盈率将使这家芯片制造商的估值在明年某个时候突破万亿美元大关，但即使将这一市盈率减半，也只会将其达到这一高水平的时间推迟到本世纪中期。</blockquote> So it's obvious a trillion-dollar Nvidia valuation will happen. Maybe the real question investors should start thinking about is, when does the&nbsp;semiconductor stock&nbsp;become a&nbsp;$2 trillion&nbsp;company?<blockquote>因此，很明显，英伟达的估值将会达到万亿美元。也许投资者真正应该开始思考的问题是，半导体股票何时成为2万亿美元公司？</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>Will Nvidia Be a Trillion-Dollar Stock by Next Year?<blockquote>英伟达明年会成为万亿美元股票吗？</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\">\nWill Nvidia Be a Trillion-Dollar Stock by Next Year?<blockquote>英伟达明年会成为万亿美元股票吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-12-10 21:29\n\n</h4>\n</header>\n<article>\nIt's not a question of if&nbsp;Nvidia&nbsp;will be a trillion-dollar stock, just a matter of when. With the stock up 150% in 2021, the chipmaker has a market valuation of just under $850 billion, which puts the symbolic threshold almost within reach.<blockquote>这不是如果的问题英伟达将成为万亿美元的股票，只是时间问题。随着该股在2021年上涨150%，这家芯片制造商的市值略低于8500亿美元，这使得象征性的门槛几乎触手可及。</blockquote> However, because even the&nbsp;S&amp;P 500&nbsp;has posted 25% gains this year, or more than double the historical average, the potential for a sharp decline grows increasingly likely. That, too, is a matter of when, not if.<blockquote>然而，因为即使是标普500今年涨幅为25%，是历史平均水平的两倍多，大幅下跌的可能性越来越大。这也是一个时间问题，而不是如果。</blockquote> <img src=\"https://static.tigerbbs.com/a810eede9d4a8b010dd6d83bdd781be9\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\">Image source: Getty Images.<blockquote>图片来源：盖蒂图片社。</blockquote> Ignoring, for the moment, the dramatic plunge that occurred at the onset of the coronavirus pandemic last year, the stock market has been on an incredible years-long tear. Since the end of the&nbsp;Great Recession in 2009, the benchmark index has put on quite the performance by more than quadrupling in value and turning a $10,000 investment into one worth over $42,000 today.<blockquote>暂时忽略去年冠状病毒大流行爆发时发生的急剧暴跌，股市已经经历了令人难以置信的长达数年的撕裂。自2009年大衰退结束以来，该基准指数表现出色，价值翻了两番多，将10,000美元的投资变成了如今价值超过42,000美元的投资。</blockquote> A new downdraft will undoubtedly take Nvidia down with it, perhaps delaying the inevitable. Here's what it might look like for the tech stock to have that nine-zero valuation.<blockquote>新的下行趋势无疑会拖累英伟达，或许会推迟不可避免的事情。以下是科技股估值为九零的情况。</blockquote> <img src=\"https://static.tigerbbs.com/381746086571d0ddcf0ce971b1b0ea41\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\">Image source: Getty Images.<blockquote>图片来源：盖蒂图片社。</blockquote> It's game on for GPUs<blockquote>GPU的游戏开始了</blockquote> Nvidia is, of course, best known for its graphics cards, or graphics processing units (GPU), which have&nbsp;made immersive, processing-intensive video games possible&nbsp;and remain at the heart of Nvidia's business, generating 45% of total third-quarter revenue.<blockquote>当然，Nvidia最出名的是其显卡或图形处理单元(GPU)，它使沉浸式、处理密集型视频游戏成为可能，并且仍然是Nvidia业务的核心，占第三季度总收入的45%。</blockquote> It's not about to diminish in importance either. First, more people started playing video games during the pandemic, and while many will put their controllers aside as more out-of-home entertainment opportunities open up, many will continue.<blockquote>它的重要性也不会减弱。首先，更多的人在疫情期间开始玩视频游戏，虽然随着更多户外娱乐机会的出现，许多人会把他们的控制器放在一边，但许多人会继续玩下去。</blockquote> Citing the impact gamification among millennials has had on the adoption of a virtual world for gamers, Mordor Intelligence estimates the gaming GPU market will grow at a compound annual rate of 14% through 2026. This suggests that Nvidia, which already has an 83% share of the discrete gaming GPU market, might generate as much as $20 billion annually just in this segment if its sales growth rate keeps its pace.<blockquote>Mordor Intelligence引用了千禧一代的游戏化对游戏玩家采用虚拟世界的影响，估计到2026年，游戏GPU市场将以14%的复合年增长率增长。这表明，英伟达已经占据了独立游戏GPU市场83%的份额，如果其销售增长率保持同步，仅在这一领域每年就可能产生高达200亿美元的收入。</blockquote> Nvidia is also using AI to make gaming even better and more immersive. Its deep learning super sampling (DLSS) technology uses AI to take low-resolution images and scale them up to high resolutions for display on high-res screens. Add in a nascent but fast-growing esports industry, along with the growth of its&nbsp;GeForce Now&nbsp;cloud gaming service, and this segment still has plenty of expansion possibilities in store for the future.<blockquote>英伟达也在利用人工智能让游戏变得更好、更身临其境。其深度学习超级采样（DLSS）技术使用人工智能来拍摄低分辨率图像，并将其放大到高分辨率，以便在高分辨率屏幕上显示。再加上新兴但快速增长的电子竞技行业，以及GeForce Now云游戏服务的增长，该细分市场在未来仍有大量扩张的可能性。</blockquote> <img src=\"https://static.tigerbbs.com/548893b4ea766bdde6eb1233864ed440\" tg-width=\"2000\" tg-height=\"1126\" width=\"100%\" height=\"auto\">Image source: Nvidia.<blockquote>图片来源：英伟达。</blockquote> Nvidia is about so much more than gaming<blockquote>Nvidia不仅仅是游戏</blockquote> The crazy thing about the chipmaker, though, is that gaming isn't even its biggest opportunity. Nvidia has stuck its finger in the pies of&nbsp;artificial intelligence, data centers, and automobiles, too, and those all offer tremendous possibilities.<blockquote>然而，这家芯片制造商的疯狂之处在于，游戏甚至不是它最大的机会。英伟达也涉足了人工智能、数据中心和汽车领域，这些领域都提供了巨大的可能性。</blockquote> Chips for data centers, for example, already make billions of dollars each year for Nvidia, with segment revenue soaring 55% year over year in Q3 to $2.9 billion and should grow to&nbsp;become the chipmaker's largest segment&nbsp;by 2025.<blockquote>例如，用于数据中心的芯片每年已经为英伟达带来数十亿美元的收入，第三季度该部门的收入同比飙升55%，达到29亿美元，到2025年应该会增长成为该芯片制造商最大的部门。</blockquote> Its $7 billion acquisition of Mellanox last year helped position Nvidia as a leading supplier for networking hardware.<blockquote>去年以70亿美元收购Mellanox，帮助英伟达成为网络硬件的领先供应商。</blockquote> The chipmaker is also&nbsp;putting AI to work&nbsp;in the cybersecurity data protection market. Combining its Morpheus framework with its zero-trust BlueField-branded data processing units (DPUs), Nvidia offers a unique level of protection regardless of whether the network is located locally, in the cloud, or in hybrid environments.<blockquote>这家芯片制造商还将人工智能应用于网络安全数据保护市场。Nvidia将其Morpheus框架与其零信任BlueField品牌的数据处理单元（DPU）相结合，无论网络是位于本地、云中还是混合环境中，都能提供独特的保护级别。</blockquote> The zero-trust platform requires all users to be authenticated, authorized, and validated before gaining access to applications and data.<blockquote>零信任平台要求所有用户在访问应用程序和数据之前都要经过身份验证、授权和验证。</blockquote> We haven't even gotten around to Nvidia's Drive AV platform for&nbsp;autonomous vehicles, or Omniverse, the first real-time 3D simulation and collaboration platform. The cryptocurrency market is also taking advantage of Nvidia's processing power. The Nvidia CMP HX (CMP stands for crypto mining processor) is a dedicated GPU for professional crypto mining applications that lacks video output since it's a superfluous feature. The chips also have a lower peak core voltage and frequency for improved mining power efficiency.<blockquote>我们甚至还没有接触到Nvidia的自动驾驶汽车Drive AV平台，或者Omniverse，第一个实时3D模拟和协作平台。加密货币市场也在利用英伟达的处理能力。Nvidia CMP HX（CMP代表加密挖掘处理器）是专业加密挖掘应用的专用GPU，缺乏视频输出，因为这是一个多余的功能。这些芯片还具有较低的峰值核心电压和频率，以提高采矿功率效率。</blockquote> <img src=\"https://static.tigerbbs.com/09911f3f5072135e602efff6124f292d\" tg-width=\"2000\" tg-height=\"1373\" width=\"100%\" height=\"auto\">Image source: Getty Images.<blockquote>图片来源：盖蒂图片社。</blockquote> Time to ring the register<blockquote>是时候按收银机了</blockquote> That's a lot of opportunities to cash in on. Analysts think so, too, and recently upgraded their forecasts to estimate Nvidia will now grow revenue from $16.5 billion in 2021 to $59.4 billion in 2026, a better than 29% compounded annual growth rate. Earnings are expected to&nbsp;grow even faster, or almost 42% annually, to $13 per share.<blockquote>这是很多赚钱的机会。分析师也这么认为，最近上调了预测，估计英伟达的收入将从2021年的165亿美元增长到2026年的594亿美元，复合年增长率高于29%。盈利预计将增长更快，即每年增长近42%，达到每股13美元。</blockquote> Yet Nvidia's stock isn't cheap, going for 35 times sales. Maintaining that multiple would put the chipmaker's valuation over the trillion-dollar mark sometime next year, but even halving that only delays it reaching that lofty level till the middle of the decade.<blockquote>然而，英伟达的股价并不便宜，是销售额的35倍。维持这一市盈率将使这家芯片制造商的估值在明年某个时候突破万亿美元大关，但即使将这一市盈率减半，也只会将其达到这一高水平的时间推迟到本世纪中期。</blockquote> So it's obvious a trillion-dollar Nvidia valuation will happen. Maybe the real question investors should start thinking about is, when does the&nbsp;semiconductor stock&nbsp;become a&nbsp;$2 trillion&nbsp;company?<blockquote>因此，很明显，英伟达的估值将会达到万亿美元。也许投资者真正应该开始思考的问题是，半导体股票何时成为2万亿美元公司？</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/12/10/will-nvidia-be-a-trillion-dollar-stock-by-next-yea/\">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/2021/12/10/will-nvidia-be-a-trillion-dollar-stock-by-next-yea/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144055666","content_text":"It's not a question of if Nvidia will be a trillion-dollar stock, just a matter of when. With the stock up 150% in 2021, the chipmaker has a market valuation of just under $850 billion, which puts the symbolic threshold almost within reach.\nHowever, because even the S&P 500 has posted 25% gains this year, or more than double the historical average, the potential for a sharp decline grows increasingly likely. That, too, is a matter of when, not if.\nImage source: Getty Images.\nIgnoring, for the moment, the dramatic plunge that occurred at the onset of the coronavirus pandemic last year, the stock market has been on an incredible years-long tear. Since the end of the Great Recession in 2009, the benchmark index has put on quite the performance by more than quadrupling in value and turning a $10,000 investment into one worth over $42,000 today.\nA new downdraft will undoubtedly take Nvidia down with it, perhaps delaying the inevitable. Here's what it might look like for the tech stock to have that nine-zero valuation.\nImage source: Getty Images.\nIt's game on for GPUs\nNvidia is, of course, best known for its graphics cards, or graphics processing units (GPU), which have made immersive, processing-intensive video games possible and remain at the heart of Nvidia's business, generating 45% of total third-quarter revenue.\nIt's not about to diminish in importance either. First, more people started playing video games during the pandemic, and while many will put their controllers aside as more out-of-home entertainment opportunities open up, many will continue.\nCiting the impact gamification among millennials has had on the adoption of a virtual world for gamers, Mordor Intelligence estimates the gaming GPU market will grow at a compound annual rate of 14% through 2026. This suggests that Nvidia, which already has an 83% share of the discrete gaming GPU market, might generate as much as $20 billion annually just in this segment if its sales growth rate keeps its pace.\nNvidia is also using AI to make gaming even better and more immersive. Its deep learning super sampling (DLSS) technology uses AI to take low-resolution images and scale them up to high resolutions for display on high-res screens. Add in a nascent but fast-growing esports industry, along with the growth of its GeForce Now cloud gaming service, and this segment still has plenty of expansion possibilities in store for the future.\nImage source: Nvidia.\nNvidia is about so much more than gaming\nThe crazy thing about the chipmaker, though, is that gaming isn't even its biggest opportunity. Nvidia has stuck its finger in the pies of artificial intelligence, data centers, and automobiles, too, and those all offer tremendous possibilities.\nChips for data centers, for example, already make billions of dollars each year for Nvidia, with segment revenue soaring 55% year over year in Q3 to $2.9 billion and should grow to become the chipmaker's largest segment by 2025.\nIts $7 billion acquisition of Mellanox last year helped position Nvidia as a leading supplier for networking hardware.\nThe chipmaker is also putting AI to work in the cybersecurity data protection market. Combining its Morpheus framework with its zero-trust BlueField-branded data processing units (DPUs), Nvidia offers a unique level of protection regardless of whether the network is located locally, in the cloud, or in hybrid environments.\nThe zero-trust platform requires all users to be authenticated, authorized, and validated before gaining access to applications and data.\nWe haven't even gotten around to Nvidia's Drive AV platform for autonomous vehicles, or Omniverse, the first real-time 3D simulation and collaboration platform. The cryptocurrency market is also taking advantage of Nvidia's processing power. The Nvidia CMP HX (CMP stands for crypto mining processor) is a dedicated GPU for professional crypto mining applications that lacks video output since it's a superfluous feature. The chips also have a lower peak core voltage and frequency for improved mining power efficiency.\nImage source: Getty Images.\nTime to ring the register\nThat's a lot of opportunities to cash in on. Analysts think so, too, and recently upgraded their forecasts to estimate Nvidia will now grow revenue from $16.5 billion in 2021 to $59.4 billion in 2026, a better than 29% compounded annual growth rate. Earnings are expected to grow even faster, or almost 42% annually, to $13 per share.\nYet Nvidia's stock isn't cheap, going for 35 times sales. Maintaining that multiple would put the chipmaker's valuation over the trillion-dollar mark sometime next year, but even halving that only delays it reaching that lofty level till the middle of the decade.\nSo it's obvious a trillion-dollar Nvidia valuation will happen. Maybe the real question investors should start thinking about is, when does the semiconductor stock become a $2 trillion company?","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2053,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":37,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}