[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-jensen-huang-on-10-trillion-a-year-of-ai-spend-not-even-a-little-bit-surprised-ZH":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":259,"relatedPosts":267,"suggestedPosts":346},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":239,"editor":245,"categories":250,"relatedPosts":256,"seo":257},141849,"黄仁勋谈每年10万亿美元AI支出：“一点也不意外”","2026-10-26T13:30:00","2026-10-23T20:16:22","\u003Cp>而这只股票的定价，就好像他是错的一样。\u003C\u002Fp>","\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">核心要点\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>英伟达CEO黄仁勋表示，如果每年用于建设和更新AI基础设施的支出达到约10万亿美元，他也不会感到惊讶。他指出，全球每年在IT基础设施建设上的支出约为1万亿美元，这意味着AI基础设施支出大约是前者的10倍。\u003C\u002Fli>\n\n\n\n\u003Cli>旧有产能每隔几年就会被替换，因此英伟达的市场会不断自我更新，即使新建设放缓，仍有增长空间。\u003C\u002Fli>\n\n\n\n\u003Cli>分析师预计英伟达的营收将从2026年1月财年的2160亿美元，增长至2029年1月财年的9030亿美元，不过为这些建设提供资金是主要风险。\u003C\u002Fli>\n\n\n\n\u003Cli>英伟达的股票交易于18倍远期市盈率，接近其三年来的最低水平，远低于其三年平均30倍的水平。\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">数据中心建设即将再次提速，而\u003Cstrong>英伟达 (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=32307&tid=2635154\">NVDA\u003C\u002Fa>)\u003C\u002Fstrong> CEO黄仁勋认为，其背后的支出还有很长的路要走。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">SemiAnalysis现在预计，明年中国以外地区数据中心IT容量的年增额将增加一倍以上，从今年的约25吉瓦增至约51吉瓦。而在9月份，其预测值为43吉瓦。（黄仁勋曾表示\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fjensen-huang-two-gigawatts-to-us-is-like-80-billion-43-new-gigawatts-coming-in-2027\">每两吉瓦对英伟达来说价值约800亿美元\u003C\u002Fa>，所以这相当于很多芯片。）\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">在最近一期\u003Ca href=\"https:\u002F\u002Fpodcasters.spotify.com\u002Fpod\u002Fshow\u002Fbg2pod\u002Fepisodes\u002FJensen-Huang--Does-AI-Revenue-Justify-Capex--27-AI-Bottlenecks--Singularity--Open-vs-Closed--more-e3qhfl4\">BG2播客\u003C\u002Fa>节目中，黄仁勋给出了一个更大的数字：\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">“如果你告诉我，每年用于建设、基础设施构建、新旧设备更新换代的总支出大约在10万亿美元左右，我一点也不会感到惊讶。”\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">他认为全球每年的IT建设支出约为1万亿美元，所以AI基础设施支出是它的10倍。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR追踪了62位分析师对英伟达的看法。有多少人给出“买入”评级？\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">在一个地方查看英伟达的买入、持有和卖出评级的完整细分，以及华尔街的营收和盈利预测。超过50万投资者使用TIKR来研究像这样的股票。\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">查看英伟达的分析师评级\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-refresh-is-the-point\" class=\"wp-block-heading\">更新换代是关键\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">黄仁勋的观点是，这个市场永远不会结束。每年都会有更多产能被建设出来，而每隔五年左右，部分旧设备就会被注销、关闭并替换。除此之外，他表示该行业仍需建设数万亿美元的计算基础设施。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这就是为什么10万亿美元这个数字对英伟达股东很重要。如果数据中心每隔几年就需要新芯片，那么英伟达的销售并不依赖于建设永远保持高速增长。新建设放缓，仍然有替换周期作为支撑。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">作为对比，摩根士丹利的Nikolaj Lippmann在该公司的\u003Ca href=\"https:\u002F\u002Fpodcasts.apple.com\u002Fus\u002Fpodcast\u002Fthe-missing-piece-in-latin-americas-bull-case\u002Fid1466686717?i=1000796551703\">Thoughts on the Market播客\u003C\u002Fa>中表示，其全球框架表明“随着企业建设全球AI，年度资本支出可能从大约2.5万亿美元增加到约5-6万亿美元。”黄仁勋的数字甚至远高于这个范围的上限。（他的数字包括了更新换代，并且没有附加具体日期。）\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-analysts-already-expect-a-lot\" class=\"wp-block-heading\">分析师的预期已经很高\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">华尔街预计英伟达本财年营收将接近翻倍，并在之后三年持续增长。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-20_i3922231684_NVDA_revenue_estimates_2024-2029\u002F2026-10-20_i3922231684_NVDA_revenue_estimates_2024-2029.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792505462\u002Fimages\u002F2026-10-20_i3922231684_NVDA_revenue_estimates_2024-2029\u002F2026-10-20_i3922231684_NVDA_revenue_estimates_2024-2029.png?_i=AA\" alt=\"Bar chart from TIKR of Nvidia's revenue, actual and consensus estimates, $ billions, fiscal 2024–2029 (years to January).\" class=\"wp-post-141849 wp-image-141845\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792505462\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792505462\u002Fimages\u002F2026-10-20_i3922231684_NVDA_revenue_estimates_2024-2029\u002F2026-10-20_i3922231684_NVDA_revenue_estimates_2024-2029.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792505462\u002Fimages\u002F2026-10-20_i3922231684_NVDA_revenue_estimates_2024-2029\u002F2026-10-20_i3922231684_NVDA_revenue_estimates_2024-2029.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792505462\u002Fimages\u002F2026-10-20_i3922231684_NVDA_revenue_estimates_2024-2029\u002F2026-10-20_i3922231684_NVDA_revenue_estimates_2024-2029.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792505462\u002Fimages\u002F2026-10-20_i3922231684_NVDA_revenue_estimates_2024-2029\u002F2026-10-20_i3922231684_NVDA_revenue_estimates_2024-2029.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792505462\u002Fimages\u002F2026-10-20_i3922231684_NVDA_revenue_estimates_2024-2029\u002F2026-10-20_i3922231684_NVDA_revenue_estimates_2024-2029.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">英伟达 (NVDA)：营收，实际值与共识预期，单位：十亿美元，2024–2029财年（截至1月）（\u003Cstrong>TIKR\u003C\u002Fstrong>）\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">即使是分析师对2030年1月财年预期的1.1万亿美元（只有8位分析师做出此预测），也仅占黄仁勋10万亿美元数字的约九分之一。而SemiAnalysis对2027年更高的预测，也让他们没有理由下调预期。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-money-is-the-catch\" class=\"wp-block-heading\">资金是制约因素\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">本月早些时候，\u003Cstrong>博通 (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=25016048&tid=555183874\">AVGO\u003C\u002Fa>)\u003C\u002Fstrong> CEO陈福阳表示，资本可能比芯片短缺更能限制AI建设，正如Jim Cramer在\u003Ca href=\"https:\u002F\u002Fpodcasts.apple.com\u002Fus\u002Fpodcast\u002Fmad-money-w-jim-cramer-10-19-26\u002Fid147247199?i=1000797167407\">Mad Money\u003C\u002Fa>节目中所转述的。对数据中心融资方式的担忧助长了上周的科技股抛售。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这对博通的打击和英伟达一样大：无法筹集资金的客户就无法购买芯片。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">不过，英伟达自身的资金不是问题。其自由现金流从2023年1月财年的38亿美元增长到2026年1月财年的967亿美元。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-20_i3922231684_NVDA_fcf_2022-2026\u002F2026-10-20_i3922231684_NVDA_fcf_2022-2026.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792505453\u002Fimages\u002F2026-10-20_i3922231684_NVDA_fcf_2022-2026\u002F2026-10-20_i3922231684_NVDA_fcf_2022-2026.png?_i=AA\" alt=\"Bar chart from TIKR of Nvidia's free cash flow, $ billions, fiscal 2022–2026 (years to January).\" class=\"wp-post-141849 wp-image-141846\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792505453\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792505453\u002Fimages\u002F2026-10-20_i3922231684_NVDA_fcf_2022-2026\u002F2026-10-20_i3922231684_NVDA_fcf_2022-2026.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792505453\u002Fimages\u002F2026-10-20_i3922231684_NVDA_fcf_2022-2026\u002F2026-10-20_i3922231684_NVDA_fcf_2022-2026.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792505453\u002Fimages\u002F2026-10-20_i3922231684_NVDA_fcf_2022-2026\u002F2026-10-20_i3922231684_NVDA_fcf_2022-2026.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792505453\u002Fimages\u002F2026-10-20_i3922231684_NVDA_fcf_2022-2026\u002F2026-10-20_i3922231684_NVDA_fcf_2022-2026.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792505453\u002Fimages\u002F2026-10-20_i3922231684_NVDA_fcf_2022-2026\u002F2026-10-20_i3922231684_NVDA_fcf_2022-2026.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">英伟达 (NVDA)：自由现金流，单位：十亿美元，2022–2026财年（截至1月）（\u003Cstrong>TIKR\u003C\u002Fstrong>）\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Ch2 id=\"h-priced-for-a-lot-less\" class=\"wp-block-heading\">估值远低于以往\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">尽管有如此增长，英伟达的股票交易于18倍远期市盈率，接近其三年区间的底部……\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-20_i3922231684_NVDA_ntm_pe_3y\u002F2026-10-20_i3922231684_NVDA_ntm_pe_3y.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792505449\u002Fimages\u002F2026-10-20_i3922231684_NVDA_ntm_pe_3y\u002F2026-10-20_i3922231684_NVDA_ntm_pe_3y.png?_i=AA\" alt=\"Line chart from TIKR of Nvidia's forward (NTM) P\u002FE, last 3 years.\" class=\"wp-post-141849 wp-image-141847\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792505449\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792505449\u002Fimages\u002F2026-10-20_i3922231684_NVDA_ntm_pe_3y\u002F2026-10-20_i3922231684_NVDA_ntm_pe_3y.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792505449\u002Fimages\u002F2026-10-20_i3922231684_NVDA_ntm_pe_3y\u002F2026-10-20_i3922231684_NVDA_ntm_pe_3y.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792505449\u002Fimages\u002F2026-10-20_i3922231684_NVDA_ntm_pe_3y\u002F2026-10-20_i3922231684_NVDA_ntm_pe_3y.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792505449\u002Fimages\u002F2026-10-20_i3922231684_NVDA_ntm_pe_3y\u002F2026-10-20_i3922231684_NVDA_ntm_pe_3y.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792505449\u002Fimages\u002F2026-10-20_i3922231684_NVDA_ntm_pe_3y\u002F2026-10-20_i3922231684_NVDA_ntm_pe_3y.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">英伟达 (NVDA)：远期 (NTM) 市盈率，过去3年（\u003Cstrong>TIKR\u003C\u002Fstrong>）\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">……远低于其过去三年30.3倍的平均水平，更不用说其在2024年6月达到的46.7倍峰值了。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">我的看法：黄仁勋不需要达到10万亿美元，英伟达的股价看起来也很便宜。如果更新周期像他描述的那样运作，即使只是这个支出的一小部分，也足以支撑分析师已经预期的增长。与此同时，该股的交易价格远低于过去三年大部分时间的水平。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">当然，建设必须真正实现。Altimeter Capital的Brad Gerstner在9月份猜测，该行业明年将增加约25吉瓦，增速不会比今年快。如果信贷持续紧张，他可能是对的。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-nvidia-stock-actually-worth\" class=\"wp-block-heading\">那么英伟达股票的实际价值是多少？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR让你能在一分钟内预测任何股票的未来价格。只需在TIKR的估值模型中输入几个假设，就能看到英伟达可能的价值。从华尔街共识预期开始，或者调整输入参数以反映你对业务的看法。免费使用。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">免费为英伟达估值\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>免责声明：\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>请注意，TIKR上的文章并非TIKR或我们内容团队提供的投资或财务建议，也不是买入或卖出任何股票的建议。我们根据TIKR Terminal的投资数据和分析师预测来创建内容。我们的分析可能未包含最新的公司新闻或重要更新。TIKR未持有任何提及股票的头寸。感谢阅读，祝您投资愉快！\u003C\u002Fem>\u003C\u002Fp>",944,"zh","\u002Fblog\u002Fjensen-huang-on-10-trillion-a-year-of-ai-spend-not-even-a-little-bit-surprised","jensen-huang-on-10-trillion-a-year-of-ai-spend-not-even-a-little-bit-surprised","images\u002FNvidia-Stock_144517e7a19\u002FNvidia-Stock_144517e7a19","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792786513\u002Fimages\u002FNvidia-Stock_144517e7a19\u002FNvidia-Stock_144517e7a19.png?_i=AA",{"altText":237,"imageCredit":238},"Jensen Huang on $10 Trillion a Year of AI Spend: “Not Even a Little Bit Surprised”","Proxima Studio and Arseniy45 from Getty Images via Canva",{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":244},"Roxanna Maglangit","roxtikr","author","",[],{"name":246,"slug":247,"role":248,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":249},"Michael Douglass","MichaelDouglass","editor",[],[251],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},"一般投资","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":237,"metaDesc":258,"opengraphDescription":258,"twitterTitle":237,"twitterDescription":258},"And the stock is priced like he’s wrong",{"title":260,"description":261,"twitterTitle":260,"twitterDescription":261,"author":240,"articlePublisher":262,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":263,"twitterData1":264,"ogTitle":260,"ogDescription":261,"ogUrl":232,"ogImage":235,"ogImageWidth":265,"ogImageHeight":266,"ogImageSecureUrl":235,"ogImageAlt":237,"twitterImage":235},"Jensen Huang on $10 Trillion a Year of AI Spend: “Not Even a Little Bit Surprised”","And the stock is priced like he’s wrong","TIKR.com","预计阅读时间","2 minutes",1200,630,[268,285,301,316,331],{"id":255,"title":269,"date":270,"excerpt":271,"wordCount":272,"uri":273,"slug":274,"cloudinaryAssetId":275,"featuredImageOriginalUrl":276,"featuredImageMetadata":277,"author":278,"categories":282,"relatedPosts":284},"Roku股价六个月上涨38%，福克斯160美元收购要约面临司法部审查","2026-10-26 13:30:00","Roku股价在福克斯160美元收购报价的1%范围内波动，司法部审查加剧，且公司即将发布无电话会议的三季度财报。",873,"\u002Fblog\u002Froku-gains-38-in-six-months-as-foxs-160-offer-meets-doj-scrutiny","roku-gains-38-in-six-months-as-foxs-160-offer-meets-doj-scrutiny","images\u002FROKU-stock_145421eb7f8\u002FROKU-stock_145421eb7f8","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793006105\u002Fimages\u002FROKU-stock_145421eb7f8\u002FROKU-stock_145421eb7f8.png?_i=AA",{"altText":269},{"name":279,"slug":280,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":281},"Rexielyn Diaz","rexietikr",[],[283],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":286,"date":287,"excerpt":288,"wordCount":289,"uri":290,"slug":291,"cloudinaryAssetId":292,"featuredImageOriginalUrl":293,"featuredImageMetadata":294,"author":295,"categories":298,"relatedPosts":300},"SK海力士股价上涨3%，因出售铠侠股份据报将派发120亿美元特别股息","2026-10-26 13:22:50","目前尚未做出任何决定，但资金已经到位",737,"\u002Fblog\u002Fsk-hynix-gains-3-on-reported-12-billion-special-dividend-from-kioxia-stake-sale","sk-hynix-gains-3-on-reported-12-billion-special-dividend-from-kioxia-stake-sale","images\u002FLMT-stock-Icons8-Photos-via-Canva\u002FLMT-stock-Icons8-Photos-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792699230\u002Fimages\u002FLMT-stock-Icons8-Photos-via-Canva\u002FLMT-stock-Icons8-Photos-via-Canva.png?_i=AA",{"altText":286},{"name":246,"slug":296,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":297},"michaeldouglass",[],[299],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":302,"date":303,"excerpt":304,"wordCount":305,"uri":306,"slug":307,"cloudinaryAssetId":308,"featuredImageOriginalUrl":309,"featuredImageMetadata":310,"author":311,"categories":313,"relatedPosts":315},"Roblox股价一年内暴跌59%，第三季度业绩指引预示预订额将下滑18%","2026-10-26 13:20:00","Roblox将在周四发布第三季度财报，其指引显示将首次出现预订额下滑，同时法律和人工智能方面的威胁也在不断加剧。",891,"\u002Fblog\u002Froblox-sinks-59-in-a-year-as-q3-guidance-points-to-an-18-bookings-drop","roblox-sinks-59-in-a-year-as-q3-guidance-points-to-an-18-bookings-drop","images\u002FRBLX-stock_1454203e21c\u002FRBLX-stock_1454203e21c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793005916\u002Fimages\u002FRBLX-stock_1454203e21c\u002FRBLX-stock_1454203e21c.png?_i=AA",{"altText":302},{"name":279,"slug":280,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":312},[],[314],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":317,"date":318,"excerpt":319,"wordCount":320,"uri":321,"slug":322,"cloudinaryAssetId":323,"featuredImageOriginalUrl":324,"featuredImageMetadata":325,"author":326,"categories":328,"relatedPosts":330},"XP股价暴跌52%，StoneCo重挫39%，卢拉意外胜选引发市场震荡，博索纳罗称选举结果\"无法承认\"","2026-10-26 13:18:51","博索纳罗交易就此告一段落。",714,"\u002Fblog\u002Fxp-sinks-52-stoneco-down-39-on-lulas-upset-win-as-bolsonaro-calls-result-impossible-to-recognize","xp-sinks-52-stoneco-down-39-on-lulas-upset-win-as-bolsonaro-calls-result-impossible-to-recognize","images\u002Fshocked-man-falling-red-bars\u002Fshocked-man-falling-red-bars","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793019438\u002Fimages\u002Fshocked-man-falling-red-bars\u002Fshocked-man-falling-red-bars.png?_i=AA",{"altText":317},{"name":246,"slug":296,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":327},[],[329],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":332,"date":333,"excerpt":334,"wordCount":335,"uri":336,"slug":337,"cloudinaryAssetId":338,"featuredImageOriginalUrl":339,"featuredImageMetadata":340,"author":341,"categories":343,"relatedPosts":345},"DraftKings股价年内暴跌41% 因预测市场支出侵蚀EBITDA达62%","2026-10-26 13:10:00","DraftKings股价接近52周低点，因预测市场支出挤压利润，其将于11月5日发布财报。",902,"\u002Fblog\u002Fdraftkings-slides-41-this-year-as-prediction-market-spending-cuts-ebitda-62","draftkings-slides-41-this-year-as-prediction-market-spending-cuts-ebitda-62","images\u002FDKNG-stock_145419cd149\u002FDKNG-stock_145419cd149","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793005765\u002Fimages\u002FDKNG-stock_145419cd149\u002FDKNG-stock_145419cd149.png?_i=AA",{"altText":332},{"name":279,"slug":280,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":342},[],[344],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],[347,367,382,396,411,431,446,461,476],{"id":255,"title":348,"date":349,"excerpt":350,"wordCount":351,"uri":352,"slug":353,"cloudinaryAssetId":354,"featuredImageOriginalUrl":355,"featuredImageMetadata":356,"author":357,"categories":361,"relatedPosts":366},"过去12个月上涨13%，Arista Networks股票能否在2026年带来更佳回报？","2026-10-26 12:57:00","Arista股票一年内上涨了10%。查看TIKR估值模型对ANET上行空间的预测，其目标价预计在2028年12月前达到275美元。",1099,"\u002Fblog\u002Farista-networks-stock-valuation-anet-2026","arista-networks-stock-valuation-anet-2026","images\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793010558\u002Fimages\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva.png?_i=AA",{"altText":348},{"name":358,"slug":359,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":360},"Aditya Raghunath","adityatikr",[],[362],{"name":363,"slug":364,"uri":365,"description":243,"postsCount":255},"估价","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":255,"title":368,"date":369,"excerpt":370,"wordCount":371,"uri":372,"slug":373,"cloudinaryAssetId":374,"featuredImageOriginalUrl":375,"featuredImageMetadata":376,"author":377,"categories":379,"relatedPosts":381},"过去12个月下跌48%，SoFi股票能否在2026年交出更好的成绩单？","2026-10-26 12:45:00","SoFi股价一年内下跌了51%。来看看TIKR估值模型对SOFI上行空间的看法，其目标价为到2028年12月达到22美元。",1081,"\u002Fblog\u002Fsofi-stock-valuation-sofi-2026","sofi-stock-valuation-sofi-2026","images\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793015325\u002Fimages\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":368},{"name":358,"slug":359,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":378},[],[380],{"name":363,"slug":364,"uri":365,"description":243,"postsCount":255},[],{"id":255,"title":383,"date":369,"excerpt":384,"wordCount":385,"uri":386,"slug":387,"cloudinaryAssetId":388,"featuredImageOriginalUrl":389,"featuredImageMetadata":390,"author":391,"categories":393,"relatedPosts":395},"过去12个月仅上涨9%，Palantir股票能否在2026年带来更好的回报？","Palantir股价一年来仅上涨4%。查看TIKR估值模型对PLTR上行空间的预测，其目标价至2028年12月将达到529美元。",1024,"\u002Fblog\u002Fpalantir-stock-valuation-pltr-2026","palantir-stock-valuation-pltr-2026","images\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793003212\u002Fimages\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c.png?_i=AA",{"altText":383},{"name":358,"slug":359,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":392},[],[394],{"name":363,"slug":364,"uri":365,"description":243,"postsCount":255},[],{"id":255,"title":397,"date":398,"excerpt":399,"wordCount":400,"uri":401,"slug":402,"cloudinaryAssetId":403,"featuredImageOriginalUrl":404,"featuredImageMetadata":405,"author":406,"categories":408,"relatedPosts":410},"过去12个月下跌56%，AppLovin股票能否在2026年带来更好回报？","2026-10-26 12:33:00","AppLovin股价在过去一年下跌了60%。来看看TIKR估值模型对APP上行潜力的分析，其给出的目标价为到2028年12月达到366美元。",1139,"\u002Fblog\u002Fapplovin-stock-valuation-app-2026","applovin-stock-valuation-app-2026","images\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793013215\u002Fimages\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2.png?_i=AA",{"altText":397},{"name":358,"slug":359,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":407},[],[409],{"name":363,"slug":364,"uri":365,"description":243,"postsCount":255},[],{"id":255,"title":412,"date":413,"excerpt":414,"wordCount":415,"uri":416,"slug":417,"cloudinaryAssetId":418,"featuredImageOriginalUrl":419,"featuredImageMetadata":420,"author":421,"categories":425,"relatedPosts":430},"埃克森美孚股价创下收盘新高，布伦特原油突破116美元。展望2030年该股走势","2026-10-26 07:55:00","埃克森美孚10月23日收盘创下183.21美元的历史新高，当时布伦特原油价格突破每桶116美元，目前其股价已超过华尔街分析师的平均目标价。该公司首席财务官表示，与先锋自然资源合并的协同效应已翻倍，且埃克森的目标是通过更少的油井使二叠纪盆地的采收率翻倍，这是公司可控的一项成本杠杆。",791,"\u002Fblog\u002Fexxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","exxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","images\u002F13-10\u002F13-10","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976181\u002Fimages\u002F13-10\u002F13-10.png?_i=AA",{"altText":412},{"name":422,"slug":423,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":424},"Wiltone Asuncion","wiltonetikr",[],[426],{"name":427,"slug":428,"uri":429,"description":243,"postsCount":255},"股票评论","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":255,"title":432,"date":433,"excerpt":434,"wordCount":435,"uri":436,"slug":437,"cloudinaryAssetId":438,"featuredImageOriginalUrl":439,"featuredImageMetadata":440,"author":441,"categories":443,"relatedPosts":445},"Rivian创下52周新低，就在收购AI模拟初创公司次日。10月29日市场走势说明了什么","2026-10-26 07:50:00","Rivian股价在收购一家人工智能模拟初创公司次日触及52周低点，延续了数周前开始的19%跌幅。10月29日的财报如今必须证明其成本结构能够承载自动驾驶研发支出。",925,"\u002Fblog\u002Frivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","rivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","images\u002F12-10_145310df477\u002F12-10_145310df477","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976166\u002Fimages\u002F12-10_145310df477\u002F12-10_145310df477.png?_i=AA",{"altText":432},{"name":422,"slug":423,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":442},[],[444],{"name":427,"slug":428,"uri":429,"description":243,"postsCount":255},[],{"id":255,"title":447,"date":448,"excerpt":449,"wordCount":450,"uri":451,"slug":452,"cloudinaryAssetId":453,"featuredImageOriginalUrl":454,"featuredImageMetadata":455,"author":456,"categories":458,"relatedPosts":460},"Robinhood股票在10月发布第三季度财报前下跌了15%。以下是其到2030年的潜在走向","2026-10-26 07:45:00","Robinhood在10月27日财报发布前，两个交易日累计下跌6.73%，走势与Coinbase同步。10月22日的两项进展指向可能不会在其加密货币收入项中体现的加密活动：比特币价格合约以及Morpho为其股票代币推出的首个借贷市场。",854,"\u002Fblog\u002Frobinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","robinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","images\u002F11-11_145309e717b\u002F11-11_145309e717b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976143\u002Fimages\u002F11-11_145309e717b\u002F11-11_145309e717b.png?_i=AA",{"altText":447},{"name":422,"slug":423,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":457},[],[459],{"name":427,"slug":428,"uri":429,"description":243,"postsCount":255},[],{"id":255,"title":462,"date":463,"excerpt":464,"wordCount":465,"uri":466,"slug":467,"cloudinaryAssetId":468,"featuredImageOriginalUrl":469,"featuredImageMetadata":470,"author":471,"categories":473,"relatedPosts":475},"沃尔玛股价10月上涨15%，尽管盈利预测并未上调。以下是其到2031年的潜在走势","2026-10-26 07:40:00","沃尔玛股价在9月30日至10月23日期间上涨了15.4%，但分析师对其未来12个月的每股收益（EPS）预估仍维持在3.00美元。几乎全部涨幅都源于更高的估值倍数，而公司此前在11月19日发布的业绩指引中，预计每股收益增长仅为0%至3%。",832,"\u002Fblog\u002Fwalmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","walmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","images\u002F10-14_145308a5c00\u002F10-14_145308a5c00","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976123\u002Fimages\u002F10-14_145308a5c00\u002F10-14_145308a5c00.png?_i=AA",{"altText":462},{"name":422,"slug":423,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":472},[],[474],{"name":427,"slug":428,"uri":429,"description":243,"postsCount":255},[],{"id":255,"title":477,"date":478,"excerpt":479,"wordCount":480,"uri":481,"slug":482,"cloudinaryAssetId":483,"featuredImageOriginalUrl":484,"featuredImageMetadata":485,"author":486,"categories":488,"relatedPosts":490},"苹果短暂超越英伟达，英伟达股价跌幅达12%。苹果股票到2030年可能走向何方","2026-10-26 07:35:00","苹果公司于10月23日短暂超越英伟达，成为全球市值最高的公司，股价创下351.73美元的历史新高。其人工智能战略所需资本支出极少，但以38倍的市盈率来看，11月2日公布的利润率数据将决定其估值倍数。",845,"\u002Fblog\u002Fapple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","apple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","images\u002F9-15_1453077213e\u002F9-15_1453077213e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976106\u002Fimages\u002F9-15_1453077213e\u002F9-15_1453077213e.png?_i=AA",{"altText":477},{"name":422,"slug":423,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":487},[],[489],{"name":427,"slug":428,"uri":429,"description":243,"postsCount":255},[]]