Is Now The Right Time To Invest In Nvidia? Fund Managers Are Split: 'One Of The Hardest Things I've Done'
Is Now The Right Time To Invest In Nvidia? Fund Managers Are Split: 'One Of The Hardest Things I've Done'
The stock of NVIDIA Corp (NASDAQ:NVDA) has been on a rollercoaster ride, with a 240% surge in 2023 and an additional 80% increase in 2024. This has led to a debate among investors on whether to buy now or wait for a potential drop in the stock price.
英偉達公司（納斯達克股票代碼：NVDA）的股票一直處於過山車般的狀態，2023年上漲了240％，2024年又增長了80％。這引發了投資者之間關於是立即買入還是等待股價可能下跌的爭論。
What Happened: The recent performance of Nvidia's stock has sparked a debate among fund managers. Trent Masters, a portfolio manager at Alphinity Investment Management, suggests that the stock is still a good buy despite its significant rise. He points to the chipmaker's strong market share and sustainable earnings as reasons for his bullish stance, reported CNBC.
發生了什麼：英偉達股票最近的表現引發了基金經理之間的辯論。Alphinity Investment Management的投資組合經理特倫特·馬斯特斯表示，儘管該股大幅上漲，但仍是一個不錯的買盤。據CNBC報道，他指出，這家芯片製造商強勁的市場份額和可持續的收益是他採取看漲立場的原因。
"I personally missed the initial run in Nvidia and only bought the stock when it rose to $390 last May after its results. It's probably one of the hardest things I've done in the last 10 years to buy a stock that's already up so much because it feels like you could be making a mistake. But I think investors just have to view these things objectively," Masters said.
“我個人錯過了英偉達的首次上漲，直到去年5月公佈業績後該股上漲至390美元時才買入。這可能是我在過去 10 年裏做過的最難的事情之一，買入一隻已經大幅上漲的股票，因爲感覺你可能犯了一個錯誤。但我認爲，投資者只需要客觀地看待這些事情，” 馬斯特斯說。
On the other hand, Adam Coons, a portfolio manager at Winthop Investment Management, is advising caution. While he acknowledges Nvidia's strong position in the AI chipmaker segment, he believes the current valuations are inflated. Coons is reducing his holdings and waiting for the stock's valuation to normalize before considering further investments.
另一方面，溫索普投資管理公司的投資組合經理亞當·庫恩斯建議謹慎行事。儘管他承認英偉達在人工智能芯片製造商領域的強勢地位，但他認爲目前的估值被誇大了。庫恩斯正在減少持股，等待股票估值正常化後再考慮進一步投資。
"Nvidia is a company that ran too far too fast. We've been holding Nvidia through the rally, but we've started to sell because the current valuations are inflated," Coons said.
“英偉達是一家跑得太快的公司。我們在漲勢中一直持有英偉達，但我們之所以開始賣出，是因爲目前的估值被誇大了，” 庫恩斯說。
"Long-term, it is definitely a company or a stock you want to own. I just think you need to be careful in the short term around some higher volatility and some bigger swings," Coons added.
“從長遠來看，這絕對是你想要擁有的公司或股票。我只是認爲在短期內你需要謹慎行事，以防出現更高的波動率和更大的波動，” 庫恩斯補充說。
Why It Matters: The debate over Nvidia's stock comes at a time when the company's market value has soared to $2.27 trillion, tripling due to the market's increased trust in AI technology, where Nvidia plays a key role.
爲何重要：關於英偉達股票的爭論是在該公司的市值飆升至2.27萬億美元之際發生的，這是由於市場對人工智能技術的信任增強，Nvidia在人工智能技術中起着關鍵作用，增長了三倍。
This has led to a surge in optimism around the company's stock, highlighted by a major partnership with Mitre to use a $20 million supercomputer to boost AI for the U.S. government.
這使人們對該公司股票的樂觀情緒激增，與Mitre的重大合作突顯了這一點，該合作旨在使用一臺價值2000萬美元的超級計算機來促進美國政府的人工智能。
Despite the recent dip in stock price, Nvidia's continued dominance in the AI sector has been evident through the substantial investments made by tech behemoths like Microsoft, Meta, and Google into Nvidia's AI technology. This has further solidified Nvidia's position in the AI sector and contributed significantly to its growth story.
儘管最近股價下跌，但微軟、Meta和谷歌等科技巨頭對Nvidia的人工智能技術進行了大量投資，英偉達在人工智能領域的持續主導地位顯而易見。這進一步鞏固了Nvidia在人工智能領域的地位，併爲其增長做出了重大貢獻。
Goldman Sachs revised its 12-month price target for Nvidia to $1,100, up from the previous $1,000, maintaining a 'Buy' rating. This update follows an increase in earnings projections for 2025 through 2027. Analysts continue to praise Nvidia's sustained demand for AI servers and an improving supply chain landscape.
高盛將英偉達12個月的目標股價從之前的1,000美元上調至1,100美元，維持了 “買入” 評級。此次更新是在2025年至2027年的收益預測增加之後發佈的。分析師繼續稱讚英偉達對人工智能服務器的持續需求以及供應鏈格局的改善。
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