Nvidia 5000 Series, Product Updates Make It Top Semiconductor Pick Ahead Of Jensen Huang's CES Keynote: Analyst
Nvidia 5000 Series, Product Updates Make It Top Semiconductor Pick Ahead Of Jensen Huang's CES Keynote: Analyst
The analyst named Nvidia the top sector pick ahead of a keynote presentation by CEO NVIDIA Corporation (NASDAQ:NVDA) stock hit new all-time highs Monday as investors and analysts size up the company's new products and growth opportunities that will be key storylines at this year's CES conference.
英偉達公司（納斯達克：NVDA）股票週一創下新高，投資者和分析師評估該公司新產品和增長機會，這將是今年CES大會中的關鍵故事。
The NVDA Analyst: Bank of America analyst Vivek Arya reiterated a Buy rating on Nvidia with a $190 price target.
分析師觀點：美國銀行分析師維韋克·阿雅重申對英偉達的買入評級，目標價格爲190美元。
The NVDATakeaways: Nvidia updates on its AI and robotics growth and the unveiling of the new Nvidia 5000 series graphics cards are among the key catalysts for the stock after CES, Arya said in a new investor note.
阿雅在一份新的投資者說明中表示，英偉達對其人工智能和機器人業務的更新，以及新款英偉達5000系列顯卡的發佈，是推動股票在CES後表現的重要催化劑。
The analyst named Nvidia the top sector pick ahead of a keynote presentation by CEO Jensen Huang on Monday night.
該分析師在首席執行官黃仁勳週一晚上的主題演講前，將英偉達評爲最佳板塊選擇。
The keynote and other presentations could highlight Nvidia's presence in many of the CES trending topic areas including robotics, gaming, PC and artificial intelligence, the analyst said.
分析師表示，該主題演講和其他演示可能會突出英偉達在許多CES熱門話題領域的存在，包括機器人、遊戲、個人計算機和人工智能。
Arya said the key question is how quickly the new products will help shareholders.
阿雅表示，關鍵問題是新產品將多快幫助股東。
"The challenge in our view is however making the products reliable enough, cheap enough and pervasive enough to spawn credible business models," Arya said.
阿雅表示："在我們看來，挑戰在於讓產品足夠可靠、足夠便宜以及足夠普遍，以形成可信的商業模型。"
The analyst said robotics could be a "cool but niche opportunity" similar to the metaverse and autonomous cars that could take time to reward shareholders.
分析師表示，機器人可能是一個"酷但利基的機會"，類似於元宇宙概念和自動駕駛汽車，這可能需要時間來回報股東。
"While we don't doubt NVDA's capabilities, we are unsure as to when and how fast they can influence NVDA's financials."
「雖然我們不懷疑英偉達的能力，但我們不確定他們何時以及多快能影響英偉達的財務狀況。」
The analyst said CES remains a "positive catalyst" for Nvidia that can show the company's dominance and opportunity in growth markets.
分析師表示，CES仍然是英偉達的「積極催化劑」，能夠展示公司在增長市場中的主導地位和機會。
Arya said Nvidia's new products could help the company continue its strong pace of year-over-year sales growth.
Arya表示，英偉達的新產品可能會幫助公司繼續強勁的同比銷售增長。
"NVDA's 50%+ YoY sales growth in CY25E YoY could be the fastest in the S&P 500 index, based on current consensus."
「基於目前的共識，英偉達在CY25E的同比銷售增長可能會是標普500指數中最快的，超過50%。」
The analyst said Nvidia trades at around 30 times its forward price-to-earnings ratio, compared to a historical trading range of 25x to 35x, making the stock attractive while trading in the middle of the range.
分析師表示，英偉達的前瞻市盈率約爲30倍，而歷史交易區間在25倍到35倍之間，這使得該股票在區間中部交易時顯得具有吸引力。
NVDA Price Action: Nvidia stock is up 4.49% to $150.96 on Monday versus a 52-week trading range of $49.48 to $152.89. Nvidia shares hit new all-time highs earlier Monday morning and are up over 190% over the last year.
英偉達價格動態：英偉達股票在週一上漲4.49%，至150.96美元，52周交易區間爲49.48美元至152.89美元。週一早些時候，英偉達的股票創下歷史新高，過去一年上漲了超過190%。
- Nvidia CEO Jensen Huang Calls AI A 'Miracle,' Say It 'Can't Do 100% Of Our Jobs'
- 英偉達首席執行官黃仁勳稱人工智能爲「奇蹟」，並表示它「無法完成我們100%的工作」。
Photo: Shutterstock
Photo: Shutterstock
譯文內容由第三人軟體翻譯。
