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Forget Nvidia Stock: 2 Tech Stocks to Buy Instead

Forget Nvidia Stock: 2 Tech Stocks to Buy Instead

不要忘記股票:買入2只科技股
The Motley Fool ·  07/25 09:30
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Nvidia (NASDAQ:NVDA) has been a darling of the stock market, particularly due to its dominance in the artificial intelligence (AI) sector and impressive stock performance. However, there are several reasons why now might not be the best time to invest in Nvidia stock. Today, let's go into those reasons as the tech stock has recently dropped. Consider two other stocks to pick up instead.

英偉達(納斯達克:NVDA)一直是股市的寵兒,特別是由於其在人工智能(AI)領域的主導地位和令人印象深刻的股票表現。然而,現在可能不是投資英偉達股票的最佳時機的幾個原因。今天,隨着這家科技股最近的下跌,讓我們進入這些原因。考慮另外兩隻股票來取而代之。

Nvidia falls

英偉達下跌

Nvidia's stock has surged dramatically, up 2,636% over the past five years. Such rapid appreciation raises concerns about the stock being overvalued. While Nvidiaâs technology and market position remain strong, its high valuation could mean that future gains are limited, and the stock might be due for a correction.

英偉達股價迅猛上漲,在過去五年中上漲2636%。這樣的快速升值引發了股票被高估的擔憂。雖然英偉達的技術和市場地位依然強勁,但其高估值可能意味着未來的收益存在限制,股票可能需要進行調整。

Market experts warn that putting all your investment in such a high-flying stock might not be prudent, especially given the potential for increased competition and market saturation, which happened recently, of course.

市場專家警告稱,把所有的投資都放在這樣一隻高飛的股票上可能不明智,特別是考慮到激烈的競爭和市場飽和度的潛力,這當然已經發生了。

Another red flag is the significant insider selling by Nvidiaâs chief executive officer, Jensen Huang. Over a span of less than a month, Huang sold 2.04 million shares. Insider selling can sometimes indicate that those closest to the company believe the stock has reached a peak or at least that it won't see substantial gains in the near future. This action suggests that even those within the company may have doubts about the stock's continued upward trajectoryââ. So, what should you buy instead?

另一個紅旗是英偉達的首席執行官Jensen Huang進行了大量內部出售,出售了204萬股。內部出售有時可能表明公司內部的人相信股票已達到頂峯,或者至少不會在不久的將來看到實質性的收益。這種行動表明甚至公司內部的人對股票的持續上升有所懷疑。那麼,你應該買什麼呢?

Topicus

Topicus

Topicus.com (TSXV:TOI) has demonstrated robust financial health and growth. In the first quarter of 2024, the company reported earnings per share (EPS) of â¬0.22, up from â¬0.17 in the same period in 2023. This consistent growth in earnings reflects the company's ability to increase profitability and manage its operations efficiently. With a market capitalization of approximately $9.76 billion, Topicus.com is well-positioned to continue its upward trajectory.

Topicus.com(TSXV:TOI)展示了強勁的財務健康和增長。該公司在2024年第一季度報告了每股收益爲€0.22,較2023年同期的€0.17有所增加。這種持續增長的收益反映了公司提高盈利能力和有效管理業務的能力。Topicus.com的市值約爲9760萬美元,定位良好,可繼續保持其上升趨勢。

One of the key drivers of Topicus.com's growth is its strategic acquisitions. The company, a spinoff from Constellation Software, follows a similar playbook of acquiring and nurturing smaller software companies. This strategy not only broadens Topicus.com's product offerings but also allows it to enter new markets and strengthen its competitive position. Recently, Topicus announced new leadership roles and additional external positions, indicating a focus on expanding its operational capacity and leadership team.

Topicus.com增長的關鍵驅動力之一是其戰略收購。該公司是Constellation Software的分拆企業,採用類似的策略收購和培育較小的軟件公司。這種策略不僅擴大了Topicus.com的產品服務領域,還可以使公司進入新的市場並加強其競爭地位。最近,Topicus宣佈了新的領導角色和額外的外部職位,表明其專注於擴大其運營能力和領導團隊。

The market sentiment around Topicus.com is optimistic. Analysts predict that the company will continue to experience significant growth. For 2024, sales are projected to reach $1.98 billion, with an expected increase to $2.46 billion by 2025. Investors should also also keep an eye on the upcoming earnings report scheduled for early August 2024.

市場對Topicus.com的情緒是樂觀的。分析師預計,該公司將繼續實現顯著增長。預計2024年銷售額將達到19.8億美元,預計到2025年將增加到24.6億美元。投資者還應該關注即將於2024年8月初公佈的收益報告。

CGI

CGI

Finally, CGI (TSX:GIB.A), a leading global IT and business consulting services firm, offers several compelling reasons for investors to consider adding it to their portfolios. CGI has consistently demonstrated robust financial performance. For the second quarter of fiscal 2024, CGI reported earnings per share (EPS) of $1.46, beating analysts' expectations. The company generated $2.77 billion in revenue for the quarter, showcasing its ability to maintain strong financial health even amidst challenging market conditionsâ.

最後,全球IT和業務諮詢服務領先企業CGI(TSX:GIb.A)爲投資者提供了多個引人注目的原因,值得考慮將其納入組合中。CGI一直表現出健壯的財務業績。對於2024財年第二季度,CGI報告的每股收益爲1.46美元,超過分析師的預期。公司在該季度內創造了27.7億美元的收入,展示了其在挑戰性市場條件下保持強大的財務健康的能力。

CGI continues to expand its service offerings and market presence through strategic acquisitions. Recently, CGI acquired Celero's business serving credit unions across Canada, significantly expanding its managed service offerings to more than 90 credit unions nationwide. Such acquisitions not only enhance CGI's service portfolio but also strengthen its market position and client base.

CGI通過戰略收購不斷擴大其服務和市場份額。最近,CGI收購了服務加拿大各地信用聯盟的Celero業務,將其託管服務拓展到全國90多家信用聯盟。這些收購不僅增強了CGI的服務組合,而且增強了其市場地位和客戶群。

Finally, investors should also look forward to CGIâs upcoming earnings report, scheduled for July 31, 2024. Positive earnings results can act as a catalyst for the stock, potentially driving up its price. With a market capitalization of $33.95 billion and a strong balance sheet, CGI is well-positioned for future growth and continued success.

最後,投資者還應該期待CGI的即將到來的收益報告,定於2024年7月31日公佈。積極的收益結果可以作爲股票的催化劑,可能推高股價。擁有339.5億美元的市值和強勁的資產負債表,CGI已經做好了未來增長和持續成功的準備。

The post Forget Nvidia Stock: 2 Tech Stocks to Buy Instead appeared first on The Motley Fool Canada.

《愚人節加拿大》刊登文章:不要再買英偉達股票,買這兩隻科技股。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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