EXCLUSIVE: Nvidia, Broadcom Tipped To Dominate AI Compute Wave By Kurv CEO
EXCLUSIVE: Nvidia, Broadcom Tipped To Dominate AI Compute Wave By Kurv CEO
"Consensus EPS growth is 21% for Nasdaq-100, up from 15% this year. That might be a tall order, but, after all, they have delivered this for the past... 20 years," Chan said.Move over, software darlings. The future of tech is being etched in silicon, and chipmakers like NVIDIA Corp (NASDAQ:NVDA) and Broadcom Inc (NASDAQ:AVGO) are writing the playbook.
軟件寵兒們，靠邊站吧。科技的未來正在硅中鑄造，像英偉達公司（納斯達克：NVDA）和博通公司（納斯達克：AVGO）這樣的芯片製造商正在制定遊戲規則。
Howard Chan, founder and CEO of Kurv Investment Management, shared his exclusive insights with Benzinga, highlighting a sector where he said demand is outstripping supply: "We still favor the hardware or infrastructure side of the AI wave. Chipmakers and cloud computing service providers benefit from existing and future budgeted capital expenditure allocation."
Kurv投資管理的創始人兼首席執行官霍華德·陳向Benzinga分享了他獨家的見解，他指出一個需求超出供應的板塊："我們仍然偏好人工智能浪潮的硬件或製造行業方面。芯片製造商和雲服務提供商從現有和未來預算資本支出的分配中獲益。"
Is The Nasdaq-100 Overheating?
納斯達克-100正在過熱嗎？
Tech valuations have soared, leaving some investors wondering if growth can keep up.
科技估值飆升，讓一些投資者質疑增長是否能跟上。
"Consensus EPS growth is 21% for Nasdaq-100, up from 15% this year. That might be a tall order, but, after all, they have delivered this for the past... 20 years," Chan said.
陳說："納斯達克-100的每股收益增長共識爲21%，高於今年的15%。這可能是個較高的要求，但畢竟，他們在過去的... 20年中都交出了這個成績。"
Unlike other sectors buckling under high interest rates, tech titans boast robust balance sheets, giving them a cushion. Chan flags the second quarter as pivotal: "The base effect on EPS growth rates will be most obvious in Q2 when the rolling 12-month EPS might bottom."
與其他在高利率下艱難掙扎的板塊不同，科技巨頭們擁有強健的資產負債表，爲他們提供了緩衝。陳指出第二季度是關鍵："每股收益增長率的基數效應在第二季度會最爲明顯，當時滾動的12個月每股收益可能會觸及底部。"
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另請閱讀：亞馬遜、Meta、Alphabet、Spotify領導摩根大通的2025年人工智能潛力科技精選
NVDA, AVGO: The Tech Titans To Watch
NVDA, AVGO：值得關注的科技巨頭
Hardware companies such as Nvidia and Broadcom are uniquely positioned to lead the AI boom, according to Chan. "The demand for compute still outstrips the ability of makers to meet that demand. There's small sign of new entrants. However, it will take time for them to catch up."
根據Chan的說法，像英偉達和博通這樣的硬件公司在人工智能繁榮中獨具優勢。"計算需求仍然超過製造商滿足該需求的能力。新進入者的跡象很少。然而，他們需要時間才能趕上。"
For investors tracking the sustainability of these gains, Chan offers a roadmap: "For hardware [NVDA/AVGO]: demand from the likes of TSLA/GOOGL/AMZN/META/MSFT."
對於追蹤這一收益可持續性的投資者，Chan提供了一份路線圖："對於硬件[NVDA/AVGO]：來自TSLA/GOOGL/AMZN/META/MSFt等公司的需求。"
AI: Beyond Tech
人工智能：超越科技
AI's impact isn't confined to tech. Chan sees a ripple effect, particularly in biotech and construction. "Directly, productivity will rise in service industries, although this might take a while as people need to be trained on it."
人工智能的影響並不限於科技領域。Chan看到了一種連鎖反應，特別是在生物技術和施工領域。"直接而言，服務行業的生產力將會提高，儘管這可能需要一段時間，因爲人們需要進行培訓。"
Indirectly, AI investments will cascade into non-tech sectors, like construction, as companies expand to meet rising demand, he said.
他表示，人工智能投資將間接波及非科技行業，例如施工，因爲公司擴張以滿足不斷上升的需求。
As the AI revolution heats up, Nvidia and Broadcom stand as the architects of the next wave, bridging the gap between soaring demand and supply constraints. With EPS growth expectations riding high and demand signals flashing green, the road ahead for tech's chipmakers may be paved in silicon gold.
隨着人工智能革命的升溫，英偉達和博通作爲下一個浪潮的建築師，架起了需求激增與供應約束之間的橋樑。隨着每股收益增長預期高漲及需求信號轉綠，科技芯片製造商的未來道路可能用硅黃金鋪就。
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Photo: Shutterstock
Photo: shutterstock
譯文內容由第三人軟體翻譯。
