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. $NVIDIA (NVDA.US)$ and $Palantir (PLTR.US)$ are two names synonymous with AI dominance, but which one deserves a spot in your portfolio?
人工智能霸权的争夺不仅仅关乎创新——这是一场股市中的巨头之战。 $英伟达 (NVDA.US)$ 和 $Palantir (PLTR.US)$ 有两个名字与人工智能主导地位密切相关，但哪一个更值得在你的投资组合中占有一席之地？
Let's break down the numbers and signals analysts are sending.
让我们来分析一下分析师传递的数据和信号。
Nvidia: The AI Powerhouse
英伟达：人工智能巨头
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.
英伟达以其尖端的GPU在人工智能革命中一路高歌，在过去一年中获得了184.01%的收益。但最近几个月却颠簸不平，过去30天内下跌了6.62%，这为这家科技巨头带来了逆风。
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.
来自DA Davidson、Phillip Securities和Truist Securities的分析师平均预计英伟达的目标价为154.67美元，较当前价格137.34美元有12.44%的隐含上行空间。
Chart created using Benzinga Pro
图表使用Benzinga Pro创建
But technical indicators suggest trouble:
但技术因子显示出麻烦：
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.
八日简单移动平均线在139.81美元：一个消极信号。
二十日简单移动平均线在140.38美元：另一个消极信号。
五十日简单移动平均线在138.57美元：又一个消极信号。
二百日简单移动平均线在115.28美元：一个看好的信号，显示长期乐观。
Despite the bearish near-term trend, Nvidia's fundamentals keep it in the game, especially for long-term AI believers.
尽管短期趋势看淡，英伟达的基本面仍然让它保持竞争力，尤其是对长期人工智能信仰者来说。
Read Also: Palantir Positioned To Become 'The Next' Oracle In 2025, Says Dan Ives: 'Messi Of AI' Set For Breakout Year
另请阅读：Palantir有望在2025年成为“下一个”甲骨文，Dan Ives表示：“人工智能的梅西”准备迎接突破年。
Palantir: The AI Growth Rocket
Palantir：人工智能增长火箭
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是一家专注于人工智能驱动数据解决方案的分析巨头，近期表现惊人，过去一年上涨了308.95%，过去一个月上涨了20.40%。
Chart created using Benzinga Pro
图表使用Benzinga Pro创建
Unlike Nvidia, Palantir's current trend is strongly bullish, backed by robust technicals:
与英伟达不同，Palantir当前的趋势非常看好，得益于强劲的技术面：
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.
八天移动平均线在$72.51：一个看好的信号。
20天移动平均线在$67.94：一个看好的信号。
50天移动平均线在$55.16：另一个看好的信号。
200天移动平均线在$33.73：又一个看好的信号，强调了持续的动能。
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，分析师们的态度却不一。瑞穗、贝尔德和美银证券给Palantir设置的平均价格目标为$63，这意味着与其当前价格$73.20相比，有14.63%的下行空间。这种差异表明，尽管技术面显示出看好的趋势，Palantir在短期内可能已经超出了合理范围。
Verdict: Growth Vs. Stability
裁决：增长与稳定
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.
如果你寻找的是动能和短期收益，Palantir 可能是你的选择，乘着它的看好浪潮。但如果你追求的是长期的人工智能主导地位，英伟达的基本面和分析师的支持让它成为一个引人注目的选择，尽管目前有消极信号。