AI Showdown Between Nvidia, Palantir: Which Stock's Dreams Shine Brighter?
AI Showdown Between Nvidia, Palantir: Which Stock's Dreams Shine Brighter?
Analysts from DA Davidson, Phillip Securities and Truist Securities, as an average of all three, peg Nvidia's price target at $154.67, an implied 12.44% upside from the current price of $137.34.The battle for AI supremacy isn't just about innovation — it's a clash of titans in the stock market. Nvidia Corp (NASDAQ:NVDA) and Palantir Technologies Inc (NASDAQ:PLTR) are two names synonymous with AI dominance, but which one deserves a spot in your portfolio?
人工智能霸權之爭不僅僅是創新的較量——這也是股市的巨頭對決。英偉達(CORP)和Palantir Technologies Inc都是人工智能主導地位的代名詞，但哪一個值得你投資組合中的一席之地？
Let's break down the numbers and signals analysts are sending.
讓我們來分析一下分析師發送的數字和信號。
Nvidia: The AI Powerhouse
英偉達：人工智能巨頭
Nvidia, with its cutting-edge GPUs, has been riding high on the AI revolution, posting an 184.01% gain in the past year. But the recent months have been bumpy, with a 6.62% decline in the last 30 days, signaling headwinds for the tech giant.
憑藉其尖端的GPU，英偉達在人工智能革命中高歌猛進，過去一年上漲了184.01%。但最近幾個月情況不太樂觀，過去30天下降了6.62%，對這家科技巨頭構成了阻力。
Analysts from DA Davidson, Phillip Securities and Truist Securities, as an average of all three, peg Nvidia's price target at $154.67, an implied 12.44% upside from the current price of $137.34.
來自DA Davidson、Phillip Securities和Truist Securities的分析師們，經三家平均，給予英偉達的目標價爲154.67美元，相較當前價格137.34美元有12.44%的隱含上漲空間。
Chart created using Benzinga Pro
圖表使用Benzinga Pro創建
But technical indicators suggest trouble:
但技術因子表明存在問題：
- Eight-day SMA at $139.81: A bearish signal.
- 20-day SMA at $140.38: Another bearish signal
- 50-day SMA at $138.57: Yet another bearish.
- 200-day SMA at $115.28: A bullish signal, indicating long-term optimism.
- 八日簡單移動平均線在139.81美元：一個消極信號。
- 二十日簡單移動平均線在140.38美元：另一個消極信號。
- 五十日簡單移動平均線在138.57美元：又一個消極信號。
- 二百日簡單移動平均線在115.28美元：一個看好的信號，表明長期樂觀。
Despite the bearish near-term trend, Nvidia's fundamentals keep it in the game, especially for long-term AI believers.
儘管短期趨勢看淡，英偉達的基本面仍然讓它保持在遊戲中，尤其是對於長期人工智能信徒。
Read Also: Palantir Positioned To Become 'The Next' Oracle In 2025, Says Dan Ives: 'Messi Of AI' Set For Breakout Year
另請閱讀：Palantir被認爲將成爲2025年的「下一個」甲骨文，Dan Ives表示：「人工智能的梅西」即將迎來突破年。
Palantir: The AI Growth Rocket
Palantir：人工智能增長火箭
Palantir, an analytics giant with a focus on AI-driven data solutions, has been on a jaw-dropping rally, boasting a 308.95% gain in the past year and a 20.40% surge in the past month.
Palantir是一家聚焦於人工智能驅動數據解決方案的分析巨頭，在過去一年中經歷了驚人的漲幅，漲幅達到308.95%，過去一個月漲幅爲20.40%。
Chart created using Benzinga Pro
圖表使用Benzinga Pro創建
Unlike Nvidia, Palantir's current trend is strongly bullish, backed by robust technicals:
與英偉達不同，Palantir目前的趨勢非常看好，得到了強勁技術面的支持：
- Eight-day SMA at $72.51: A bullish signal.
- 20-day SMA at $67.94: A bullish signal.
- 50-day SMA at $55.16: Another bullish signal.
- 200-day SMA at $33.73: Yet another bullish signal, underscoring sustained momentum.
- 八日均線在72.51美元：一個看好的信號。
- 二十日均線在67.94美元：一個看好的信號。
- 五十日均線在55.16美元：另一個看好的信號。
- 兩百日均線在33.73美元：又一個看好的信號，強調了持續的動量。
Analysts, however, have mixed feelings. Mizuho, Baird and BofA Securities give Palantir, as an average of all three, a price target of $63, implying a 14.63% downside from its current price of $73.20. This disparity suggests Palantir might be overextended in the short term, even if the technicals scream bullish.
然而，分析師對此意見不一。瑞穗證券、貝爾德和美國銀行證券對Palantir的平均目標價爲63美元，暗示當前價格73.20美元下跌14.63%。這種差異表明，儘管技術面顯示看好，但Palantir在短期內可能已經過度擴張。
Verdict: Growth Vs. Stability
裁決：增長與穩定
If you're looking for momentum and near-term gains, Palantir might be your pick, riding its bullish wave. But if long-term AI dominance is your goal, Nvidia's fundamentals and analyst support make it a compelling choice, despite the current bearish signals.
如果你在尋找動量和短期收益，Palantir可能是你的選擇，正在乘着其看好的浪潮。但是，如果你的目標是長期的人工智能主導地位，英偉達的基本面和分析師的支持使其成爲一個引人注目的選擇，儘管目前有消極信號。
Investors must decide: ride Palantir's rocket or bet on Nvidia's resilience?
投資者必須決定：乘坐Palantir的火箭還是押注於英偉達的韌性？
- 2025 Investment Themes: AI, Energy, Defense Redefine US Markets
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Photos: Shutterstock
照片：shutterstock
譯文內容由第三人軟體翻譯。