Nvidia 5000 Series, Product Updates Make It Top Semiconductor Pick Ahead Of Jensen Huang's CES Keynote: Analyst
Nvidia 5000 Series, Product Updates Make It Top Semiconductor Pick Ahead Of Jensen Huang's CES Keynote: Analyst
The analyst named Nvidia the top sector pick ahead of a keynote presentation by CEO NVIDIA Corporation (NASDAQ:NVDA) stock hit new all-time highs Monday as investors and analysts size up the company's new products and growth opportunities that will be key storylines at this year's CES conference.
英伟达公司（纳斯达克：NVDA）股票周一创下新高，投资者和分析师评估该公司新产品和增长机会，这将是今年CES大会中的关键故事。
The NVDA Analyst: Bank of America analyst Vivek Arya reiterated a Buy rating on Nvidia with a $190 price target.
分析师观点：美国银行分析师维韦克·阿雅重申对英伟达的买入评级，目标价格为190美元。
The NVDATakeaways: Nvidia updates on its AI and robotics growth and the unveiling of the new Nvidia 5000 series graphics cards are among the key catalysts for the stock after CES, Arya said in a new investor note.
阿雅在一份新的投资者说明中表示，英伟达对其人工智能和机器人业务的更新，以及新款英伟达5000系列显卡的发布，是推动股票在CES后表现的重要催化剂。
The analyst named Nvidia the top sector pick ahead of a keynote presentation by CEO Jensen Huang on Monday night.
该分析师在首席执行官黄仁勋周一晚上的主题演讲前，将英伟达评为最佳板块选择。
The keynote and other presentations could highlight Nvidia's presence in many of the CES trending topic areas including robotics, gaming, PC and artificial intelligence, the analyst said.
分析师表示，该主题演讲和其他演示可能会突出英伟达在许多CES热门话题领域的存在，包括机器人、ARVR游戏、个人计算机和人工智能。
Arya said the key question is how quickly the new products will help shareholders.
阿雅表示，关键问题是新产品将多快帮助股东。
"The challenge in our view is however making the products reliable enough, cheap enough and pervasive enough to spawn credible business models," Arya said.
阿雅表示："在我们看来，挑战在于让产品足够可靠、足够便宜以及足够普遍，以形成可信的商业模型。"
The analyst said robotics could be a "cool but niche opportunity" similar to the metaverse and autonomous cars that could take time to reward shareholders.
分析师表示，机器人可能是一个"酷但利基的机会"，类似于元宇宙概念和自动驾驶汽车，这可能需要时间来回报股东。
"While we don't doubt NVDA's capabilities, we are unsure as to when and how fast they can influence NVDA's financials."
“虽然我们不怀疑英伟达的能力，但我们不确定他们何时以及多快能影响英伟达的财务状况。”
The analyst said CES remains a "positive catalyst" for Nvidia that can show the company's dominance and opportunity in growth markets.
分析师表示，CES仍然是英伟达的“积极催化剂”，能够展示公司在增长市场中的主导地位和机会。
Arya said Nvidia's new products could help the company continue its strong pace of year-over-year sales growth.
Arya表示，英伟达的新产品可能会帮助公司继续强劲的同比销售增长。
"NVDA's 50%+ YoY sales growth in CY25E YoY could be the fastest in the S&P 500 index, based on current consensus."
“基于目前的共识，英伟达在CY25E的同比销售增长可能会是标普500指数中最快的，超过50%。”
The analyst said Nvidia trades at around 30 times its forward price-to-earnings ratio, compared to a historical trading range of 25x to 35x, making the stock attractive while trading in the middle of the range.
分析师表示，英伟达的前瞻市盈率约为30倍，而历史交易区间在25倍到35倍之间，这使得该股票在区间中部交易时显得具有吸引力。
NVDA Price Action: Nvidia stock is up 4.49% to $150.96 on Monday versus a 52-week trading range of $49.48 to $152.89. Nvidia shares hit new all-time highs earlier Monday morning and are up over 190% over the last year.
英伟达价格动态：英伟达股票在周一上涨4.49%，至150.96美元，52周交易区间为49.48美元至152.89美元。周一早些时候，英伟达的股票创下历史新高，过去一年上涨了超过190%。
- Nvidia CEO Jensen Huang Calls AI A 'Miracle,' Say It 'Can't Do 100% Of Our Jobs'
- 英伟达首席执行官黄仁勋称人工智能为“奇迹”，并表示它“无法完成我们100%的工作”。
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Photo: shutterstock