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.
NVIDIA公司（納斯達克股票代碼：NVDA）股價週一創下歷史新高，原因是投資者和分析師擴大了該公司的新產品和增長機會，這將是今年CES會議的關鍵故事情節。
The NVDA Analyst: Bank of America analyst Vivek Arya reiterated a Buy rating on Nvidia with a $190 price target.
NVDA分析師：美國銀行分析師維維克·艾莉亞重申了對英偉達的買入評級，目標股價爲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.
NVDataKeaWays：艾莉亞在一份新的投資者報告中表示，英偉達關於其人工智能和機器人技術增長的最新進展以及新的Nvidia 5000系列顯卡的推出是CES之後該股的主要催化劑之一。
The analyst named Nvidia the top sector pick ahead of a keynote presentation by CEO Jensen Huang on Monday night.
在首席執行官黃延森週一晚間發表主題演講之前，這位分析師將英偉達列爲該行業的頭號人選。
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.
這位分析師表示，主題演講和其他演講可能會突出Nvidia在許多CES熱門話題領域的存在，包括機器人、遊戲、個人電腦和人工智能。
Arya said the key question is how quickly the new products will help shareholders.
艾莉亞說，關鍵問題是新產品將以多快的速度幫助股東。
"The challenge in our view is however making the products reliable enough, cheap enough and pervasive enough to spawn credible business models," Arya said.
艾莉亞說：「但是，在我們看來，挑戰在於使產品足夠可靠、足夠便宜且足夠普遍，足以催生可靠的商業模式。」
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.
這位分析師表示，機器人技術可能是一個 「很酷但利基的機會」，類似於元宇宙和自動駕駛汽車，可能需要時間來獎勵股東。
"While we don't doubt NVDA's capabilities, we are unsure as to when and how fast they can influence NVDA's financials."
「雖然我們不懷疑NVDA的能力，但我們不確定它們何時以及以多快的速度影響NVDA的財務狀況。」
The analyst said CES remains a "positive catalyst" for Nvidia that can show the company's dominance and opportunity in growth markets.
這位分析師表示，CES仍然是Nvidia的 「積極催化劑」，可以顯示該公司在成長市場中的主導地位和機會。
Arya said Nvidia's new products could help the company continue its strong pace of year-over-year sales growth.
艾莉亞說，英偉達的新產品可以幫助該公司繼續保持強勁的同比銷售增長步伐。
"NVDA's 50%+ YoY sales growth in CY25E YoY could be the fastest in the S&P 500 index, based on current consensus."
「根據目前的共識，NVDA在 CY25E 中的銷售額同比增長50％以上，可能是標準普爾500指數中最快的。」
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.
這位分析師表示，英偉達的交易價格約爲其遠期市盈率的30倍，而歷史交易區間爲25倍至35倍，這使得該股在中間交易時具有吸引力。
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.
NVDA價格走勢：週一，英偉達股價上漲4.49％，至150.96美元，而52周的交易區間爲49.48美元至152.89美元。週一上午早些時候，英偉達股價創下歷史新高，比去年上漲了190％以上。
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Photo: Shutterstock
照片：Shutterstock
