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?
人工智能霸權的爭奪不僅僅關乎創新——這是一場股市中的巨頭之戰。 $英偉達 (NVDA.US)$ 和 $Palantir (PLTR.US)$ 有兩個名字與人工智能主導地位密切相關，但哪一個更值得在你的投資組合中佔有一席之地？
Let's break down the numbers and signals analysts are sending.
讓我們來分析一下分析師傳遞的數據和信號。
Nvidia: The AI Powerhouse
英偉達：人工智能巨頭
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.
英偉達以其尖端的GPU在人工智能革命中一路高歌，在過去一年中獲得了184.01%的收益。但最近幾個月卻顛簸不平，過去30天內下跌了6.62%，這爲這家科技巨頭帶來了逆風。
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.
來自DA Davidson、Phillip Securities和Truist Securities的分析師平均預計英偉達的目標價爲154.67美元，較當前價格137.34美元有12.44%的隱含上行空間。
Chart created using Benzinga Pro
圖表使用Benzinga Pro創建
But technical indicators suggest trouble:
但技術因子顯示出麻煩：
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.
八日簡單移動平均線在139.81美元：一個消極信號。
二十日簡單移動平均線在140.38美元：另一個消極信號。
五十日簡單移動平均線在138.57美元：又一個消極信號。
二百日簡單移動平均線在115.28美元：一個看好的信號，顯示長期樂觀。
Despite the bearish near-term trend, Nvidia's fundamentals keep it in the game, especially for long-term AI believers.
儘管短期趨勢看淡，英偉達的基本面仍然讓它保持競爭力，尤其是對長期人工智能信仰者來說。
Read Also: Palantir Positioned To Become 'The Next' Oracle In 2025, Says Dan Ives: 'Messi Of AI' Set For Breakout Year
另請閱讀：Palantir有望在2025年成爲「下一個」甲骨文，Dan Ives表示：「人工智能的梅西」準備迎接突破年。
Palantir: The AI Growth Rocket
Palantir：人工智能增長火箭
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是一家專注於人工智能驅動數據解決方案的分析巨頭，近期表現驚人，過去一年上漲了308.95%，過去一個月上漲了20.40%。
Chart created using Benzinga Pro
圖表使用Benzinga Pro創建
Unlike Nvidia, Palantir's current trend is strongly bullish, backed by robust technicals:
與英偉達不同，Palantir當前的趨勢非常看好，得益於強勁的技術面：
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.
八天移動平均線在$72.51：一個看好的信號。
20天移動平均線在$67.94：一個看好的信號。
50天移動平均線在$55.16：另一個看好的信號。
200天移動平均線在$33.73：又一個看好的信號，強調了持續的動能。
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，分析師們的態度卻不一。瑞穗、貝爾德和美銀證券給Palantir設置的平均價格目標爲$63，這意味着與其當前價格$73.20相比，有14.63%的下行空間。這種差異表明，儘管技術面顯示出看好的趨勢，Palantir在短期內可能已經超出了合理範圍。
Verdict: Growth Vs. Stability
裁決：增長與穩定
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.
如果你尋找的是動能和短期收益，Palantir 可能是你的選擇，乘着它的看好浪潮。但如果你追求的是長期的人工智能主導地位，英偉達的基本面和分析師的支持讓它成爲一個引人注目的選擇，儘管目前有消極信號。
