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:
![](https://newsfile.futunn.com/public/NN-PersistNewsContentImage/7781/20240109/0-2d389d5f82cf9e41da6b0b9f1ea1a7c6-0-9b22fe04a8399ecb057c0acbc16dfa7e.png/big)
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。
![](https://newsfile.futunn.com/public/NN-PersistNewsContentImage/7781/20240109/0-2d389d5f82cf9e41da6b0b9f1ea1a7c6-1-94d19b75b5569383678b1090e82d6690.png/big)
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。