Nvidia Vs. Palantir: Which AI Stock Has More Upside Potential?
Nvidia Vs. Palantir: Which AI Stock Has More Upside Potential?
NVIDIA Corp (NASDAQ:NVDA) and Palantir Technologies Inc (NYSE:PLTR) are two popular investor choices when it comes to artificial intelligence (AI).
在人工智能（AI）方面，NVIDIA公司（納斯達克股票代碼：NVDA）和Palantir Technologies Inc（紐約證券交易所代碼：PLTR）是兩個受歡迎的投資者選擇。
Both stocks have had a good run in 2023, with Nvidia stock up 245% and Palantir stock up 168%. In 2024, investors' key questions are:
兩隻股票在2023年都表現良好，英偉達的股票上漲了245％，帕蘭蒂爾的股票上漲了168％。2024年，投資者的關鍵問題是：
- Is there more room to run?
- Which stock offers more upside?
- 還有更多的跑步空間嗎？
- 哪隻股票提供更多上行空間？
Let's first look at whether there's more room to run. Nvidia's stock is currently trading at around $490.
讓我們先看看是否還有更多的運行空間。英偉達的股票目前的交易價格約爲490美元。
Consensus price target for the stock stands at $600. This implies an upside over 20% for Nvidia stock.
該股的共識目標股價爲600美元。這意味着英偉達股票的上漲幅度超過20％。
Moreover, BofA Securities analyst Vivek Arya is bullish on Nvidia's strategic trajectory. Arya sees Nvidia's next two years being fueled by robust FCF and an evolving approach to recurring revenue.
此外，美銀證券分析師維維克·艾莉亞看好英偉達的戰略軌跡。艾莉亞認爲，Nvidia未來兩年將受到強勁的FCF和不斷變化的經常性收入方法的推動。
Read More: Nvidia Is Analyst's Top Sector Pick With Potential $100B FCF For Growth Initiatives Such As AI
閱讀更多：英偉達是分析師的首選行業，人工智能等增長計劃的FCF可能達到1000億美元
Palantir, on the other hand, is trading at around $16 with a consensus price target for Palantir stock at $13.21.
另一方面，Palantir的交易價格約爲16美元，Palantir股票的共識目標股價爲13.21美元。
The stock did have a good run in 2023. However, Palantir stock's current price is being seen by Wall Street as primarily driven by the AI hype.
該股在2023年確實表現良好。但是，華爾街認爲，Palantir股票的當前價格主要是由人工智能炒作推動的。
On Jan. 5, Jefferies analyst Brent Hill downgraded Palantir, expressing concerns about the overhyped artificial intelligence euphoria and lack of a clear monetization strategy.
1月5日，傑富瑞分析師布倫特·希爾下調了Palantir的評級，對過度炒作的人工智能狂喜和缺乏明確的貨幣化策略表示擔憂。
The firm lowered its price target, expecting about 20% downside from the previous close.
該公司下調了目標股價，預計較前一收盤下跌約20％。
Also Read: Palantir Faces Scrutiny Over Alleged Contract Breach With NHS: Report
另請閱讀：報告稱，帕蘭蒂爾因涉嫌違反與NHS的合同而面臨審查
While the second question 'which stock offers more upside' may appear answered, here's a quick peek into analyst consensus on the two AI stocks:
雖然第二個問題 “哪隻股票的上行空間更大” 似乎已經得到了解答，但以下是分析師對這兩隻人工智能股票的共識的簡要介紹：
Analysts who've looked at the fundamental business strength behind these two AI picks, also believe Nvidia stock may offer more upside in 2024 — around 30%.
研究了這兩個人工智能選擇背後的基本業務實力的分析師也認爲，英偉達股票可能在2024年提供更多上漲空間——約30％。
An investment in Palantir stock, on the other, appears to be risky per the current analyst consensus on the stock.
另一方面，根據分析師目前對該股的共識，對Palantir股票的投資似乎存在風險。
A forward P/E ratio comparison also hints at more value at the Nvidia front. Trailing P/E for Palantir is currently a whopping 228.29 – hence off the chart!
遠期市盈率比較也暗示Nvidia方面的價值更高。目前，Palantir的尾隨市盈率高達228.29——因此超出了預期！
Now Read: Emerging AI Trends In 2024: BlackRock Sees Shift Beyond Semiconductors, Cloud To Model Infrastructure
立即閱讀：2024年新興的人工智能趨勢：貝萊德認爲將從半導體、雲轉向建模基礎架構
譯文內容由第三人軟體翻譯。