[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-nvidia-stock-fell-nearly-8-in-october-as-ai-spending-doubts-hit-tech-stocks-heres-where-the-stock-could-go-by-2031-ZH":150},{"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",[],{"post":151,"seo":187,"relatedPosts":193,"suggestedPosts":269},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":167,"editor":173,"categories":178,"relatedPosts":184,"seo":185},145267,"英伟达股价10月下跌近8%，AI支出疑虑冲击科技股。以下是该股到2031年的潜在走势","2026-10-26T07:00:00","2026-10-26T00:08:56","\u003Cp>英伟达唯一的卖出评级指出，其客户融资安排如同隐性折扣，且自1月以来其净现金已减少逾半。英伟达自身的申报文件揭示了这些担保资金的去向。\u003C\u002Fp>","\u003Ch3 id=\"h-k-ey-stats-for-nvidia-stock\" class=\"wp-block-heading\">\u003Cstrong>英伟达股票\u003C\u002Fstrong>的\u003Cstrong>关键数据\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>当前价格：\u003C\u002Fstrong> $210.96\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>目标价（中值）：\u003C\u002Fstrong> ~$516\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>华尔街目标价：\u003C\u002Fstrong> ~$329\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>潜在总回报率：\u003C\u002Fstrong> ~145%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>年化内部收益率：\u003C\u002Fstrong> ~23% \u002F 年\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">现已上线：使用TIKR全新估值模型，发现您最喜爱股票的潜在上涨空间（免费）\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\"> >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-happened\" class=\"wp-block-heading\">发生了什么？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>英伟达 (\u003C\u002Fstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?fid=1&ref=k8i24l&cid=32307&?ref=tikrblog\">\u003Cstrong>NVDA\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong>)\u003C\u002Fstrong> 在TIKR的数据中拥有59个\"买入\"或\"跑赢大盘\"评级，两个\"持有\"和一个\"卖出\"评级，其最低的华尔街目标价为$180。这与Seaport Research的Jay Goldberg的观点一致，他自2025年4月起给予该股\"卖出\"评级，并在10月22日的一份报告中维持其$180的目标价，同一天，对AI支出的新疑虑导致英伟达股价下跌4.40%。该目标价较10月23日收盘价$210.96低约15%。Goldberg仍然预计销售将持续增长至2027年初。他的担忧在于，英伟达正在\"过度消耗\"其资产负债表，以为购买其芯片的客户提供融资。\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>Goldberg称英伟达的融资是变相折扣\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Goldberg表示，英伟达上季度增加了约2500亿美元的承诺额度，以锁定供应并支持数据中心建设。这还不包括英伟达正在与六家私募股权公司和银行组建的5000亿美元融资平台，他认为英伟达希望将其扩大到1万亿美元。据《巴伦周刊》报道，他称这些投资、贷款和信贷担保是\"另一种形式的折扣\"，因为客户获得了购买芯片的资金，而英伟达则维持其标价。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">他将此举与\"竞争压力\"联系起来，认为英伟达宁愿供应200个规模较小、依赖其的客户，也不愿依赖三家强大的科技巨头。风险在于周期：这些义务在AI支出上升时有助于销售，而在他看来，当周期转向时会放大痛苦。一些合作伙伴已经开始抵制。据The Information报道，AI云服务提供商Nebius (NBIS) 拒绝加入英伟达的担保计划。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">资产负债表已经发生变化。根据TIKR的数据，英伟达的净现金从1月底的540.9亿美元降至最新季度的236.1亿美元，而长期债务从7.47亿美元增至7月26日的323.7亿美元。Goldberg仍然表示，英伟达有财务能力支持其承诺，他估计其今年的营运现金流约为2000亿美元，接近华尔街对截至2027年1月的财年的预估。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3023\" height=\"2015\" data-public-id=\"images\u002FTIKR.com_NVDA-NVIDIA-Corporation-Net-Debt_145274c3a87\u002FTIKR.com_NVDA-NVIDIA-Corporation-Net-Debt_145274c3a87.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3023,h_2015,c_scale\u002Ff_webp,q_auto\u002Fv1792973224\u002Fimages\u002FTIKR.com_NVDA-NVIDIA-Corporation-Net-Debt_145274c3a87\u002FTIKR.com_NVDA-NVIDIA-Corporation-Net-Debt_145274c3a87.webp?_i=AA\" alt=\"\" class=\"wp-post-145267 wp-image-145274\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792973224\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">英伟达净债务 \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>TIKR追踪了62位分析师对英伟达的看法。有多少人说\"买入\"？\u003Cbr>\u003C\u002Fstrong> 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，以及华尔街的收入和盈利预估。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\u002Fstock\u002Fabout?fid=1&ref=k8i24l&cid=32307&?ref=tikrblog\">查看英伟达的分析师评级\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-huang-guarantees-the-land-power-and-shell-he-calls-the-problem\" class=\"wp-block-heading\">\u003Cstrong>\u003Cstrong>黄仁勋为他称之为问题的土地、电力和外壳提供担保\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Goldberg还估计，到2027年宣布的55吉瓦中，只有大约30吉瓦会建成，原因是电工、燃气轮机和电网连接短缺。首席执行官黄仁勋在9月10日高盛的Communacopia会议上承认了这个瓶颈：\"毫无疑问，土地、电力和外壳是个问题。\"他说英伟达正在\"追踪全球每一吉瓦的土地、电力、外壳\"。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">英伟达直接支持这一层。其最新的10-Q文件称，它\"为选定的AI云合作伙伴的数据中心租赁义务提供了土地、电力和外壳担保\"。黄仁勋为融资辩护时用了一个比例，\"我们投入1，会得到100的回报\"，并且他说英伟达在融资方面提供帮助，\"但只是其中很小的一部分\"。这个比例是他自己的估计，并非披露的数字。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">投资者已经降低了估值倍数。英伟达的交易价格约为未来12个月市盈率的17倍，低于一年前的大约33倍，尽管股价从$186.26上涨且盈利预估攀升。博通 (AVGO) 的交易价格约为19倍。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"665\" height=\"421\" data-public-id=\"images\u002FNVDA-Street-Targets_145275284b9\u002FNVDA-Street-Targets_145275284b9.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_665,h_421,c_scale\u002Ff_webp,q_auto\u002Fv1792973234\u002Fimages\u002FNVDA-Street-Targets_145275284b9\u002FNVDA-Street-Targets_145275284b9.webp?_i=AA\" alt=\"\" class=\"wp-post-145267 wp-image-145275\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792973234\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792973234\u002Fimages\u002FNVDA-Street-Targets_145275284b9\u002FNVDA-Street-Targets_145275284b9.webp?_i=AA 665w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_299,h_189,c_scale\u002Ff_webp,q_auto\u002Fv1792973234\u002Fimages\u002FNVDA-Street-Targets_145275284b9\u002FNVDA-Street-Targets_145275284b9.webp?_i=AA 299w\" sizes=\"auto, (max-width: 665px) 100vw, 665px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">英伟达华尔街目标价 \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Ch2 id=\"h-tikr-advanced-model-analysis\" class=\"wp-block-heading\">\u003Cstrong>TIKR高级模型分析\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>当前价格：\u003C\u002Fstrong> $210.96\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>目标价（中值）：\u003C\u002Fstrong> ~$516\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>潜在总回报率：\u003C\u002Fstrong> ~145%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>年化内部收益率：\u003C\u002Fstrong> ~23% \u002F 年\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"4968\" height=\"4084\" data-public-id=\"images\u002FNVDA_valuation_model-10_1452768a565\u002FNVDA_valuation_model-10_1452768a565.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_4968,h_4084,c_scale\u002Ff_webp,q_auto\u002Fv1792973238\u002Fimages\u002FNVDA_valuation_model-10_1452768a565\u002FNVDA_valuation_model-10_1452768a565.webp?_i=AA\" alt=\"\" class=\"wp-post-145267 wp-image-145276\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792973238\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792973238\u002Fimages\u002FNVDA_valuation_model-10_1452768a565\u002FNVDA_valuation_model-10_1452768a565.webp?_i=AA 4968w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_768,h_631,c_scale\u002Ff_webp,q_auto\u002Fv1792973238\u002Fimages\u002FNVDA_valuation_model-10_1452768a565\u002FNVDA_valuation_model-10_1452768a565.webp?_i=AA 768w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1263,c_scale\u002Ff_webp,q_auto\u002Fv1792973238\u002Fimages\u002FNVDA_valuation_model-10_1452768a565\u002FNVDA_valuation_model-10_1452768a565.webp?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2048,h_1684,c_scale\u002Ff_webp,q_auto\u002Fv1792973238\u002Fimages\u002FNVDA_valuation_model-10_1452768a565\u002FNVDA_valuation_model-10_1452768a565.webp?_i=AA 2048w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1199,h_986,c_scale\u002Ff_webp,q_auto\u002Fv1792973238\u002Fimages\u002FNVDA_valuation_model-10_1452768a565\u002FNVDA_valuation_model-10_1452768a565.webp?_i=AA 1199w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1399,h_1150,c_scale\u002Ff_webp,q_auto\u002Fv1792973238\u002Fimages\u002FNVDA_valuation_model-10_1452768a565\u002FNVDA_valuation_model-10_1452768a565.webp?_i=AA 1399w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_299,h_246,c_scale\u002Ff_webp,q_auto\u002Fv1792973238\u002Fimages\u002FNVDA_valuation_model-10_1452768a565\u002FNVDA_valuation_model-10_1452768a565.webp?_i=AA 299w\" sizes=\"auto, (max-width: 4968px) 100vw, 4968px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">英伟达高级估值模型 \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">中值情景已经假设了估值倍数的收缩。该模型在2026年至2036年的预测期内设定的假设包括：约25%的年收入增长，约53%的净利润率（过去一年为56.9%），以及每年收缩约5%的市盈率。在模型卡片上，这指向到2031年1月左右达到约$516，较$210.96高出约145%。如果Vera Rubin供应将增长推向高情景的27%，则存在上行空间。低情景仍然假设约23%的增长和50%的利润率，因此该模型的任何情景都没有描述Goldberg警告的衰退。\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>结论\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">预计在11月18日公布的第三季度业绩（尽管英伟达尚未确认日期）将带来下一份10-Q文件。如果长期债务从323.7亿美元再次跃升，同时出现更多的土地、电力和外壳担保，那么Goldberg关于资产负债表的论点将比他的目标价更难被忽视。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-nvidia-stock-actually-worth\" class=\"wp-block-heading\">\u003Cstrong>那么英伟达股票的实际价值是多少？\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR让您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\u003Cstrong>英伟达\u003C\u002Fstrong>可能的价值。从华尔街共识预估开始，或调整输入以反映您自己对业务的看法。免费使用。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>在TIKR上免费分析英伟达 →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>免责声明：\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>请注意，TIKR上的文章并非TIKR或我们的内容团队提供的投资或财务建议，也不是买卖任何股票的建议。我们根据TIKR Terminal的投资数据和分析师预估创建内容。我们的分析可能未包含近期的公司新闻或重要更新。TIKR对提及的任何股票均无持仓。感谢阅读，祝您投资愉快！\u003C\u002Fem>\u003C\u002Fp>",922,"zh","\u002Fblog\u002Fnvidia-stock-fell-nearly-8-in-october-as-ai-spending-doubts-hit-tech-stocks-heres-where-the-stock-could-go-by-2031","nvidia-stock-fell-nearly-8-in-october-as-ai-spending-doubts-hit-tech-stocks-heres-where-the-stock-could-go-by-2031","images\u002F2-19_145268f960c\u002F2-19_145268f960c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792972994\u002Fimages\u002F2-19_145268f960c\u002F2-19_145268f960c.png?_i=AA",{"altText":165,"imageCredit":166},"Nvidia Stock Fell Nearly 8% in October as AI Spending Doubts Hit Tech Stocks. Here’s Where the Stock Could Go by 2031"," 1971yes from Getty Images and Nana Dua from Pexels via Canva",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"Wiltone Asuncion","wiltonetikr","author","",[],{"name":174,"slug":175,"role":176,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":177},"David Hanson","davidtikr","editor",[],[179],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},"股票评论","reviews","\u002Fblog\u002Fcategory\u002Freviews",0,[],{"title":165,"metaDesc":186,"opengraphDescription":186,"twitterTitle":165,"twitterDescription":186},"Nvidia’s lone Sell says its customer financing works like a hidden discount, and its net cash has fallen by more than half since January. Nvidia’s own filing shows where the guarantees go.",{"title":165,"description":186,"twitterTitle":165,"twitterDescription":186,"author":168,"articlePublisher":188,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":189,"twitterData1":190,"ogTitle":165,"ogDescription":186,"ogUrl":160,"ogImage":163,"ogImageWidth":191,"ogImageHeight":192,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"TIKR.com","预计阅读时间","1 minute",1200,630,[194,209,224,239,254],{"id":183,"title":195,"date":196,"excerpt":197,"wordCount":198,"uri":199,"slug":200,"cloudinaryAssetId":201,"featuredImageOriginalUrl":202,"featuredImageMetadata":203,"author":204,"categories":206,"relatedPosts":208},"Meta股价在营收超预期后单日下跌7%。是时候卖出还是加仓？","2026-10-24 20:50:00","Meta营收超出预期，但受AI支出担忧冲击科技股影响，股价单日仍下跌7%。财报电话会议披露了Muse成本下降的具体数据。",995,"\u002Fblog\u002Fmeta-stock-fell-7-in-a-day-after-a-revenue-beat-time-to-sell-or-load-up","meta-stock-fell-7-in-a-day-after-a-revenue-beat-time-to-sell-or-load-up","images\u002F13-9_1449699b2ed\u002F13-9_1449699b2ed","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852857\u002Fimages\u002F13-9_1449699b2ed\u002F13-9_1449699b2ed.png?_i=AA",{"altText":195},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":205},[],[207],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":210,"date":211,"excerpt":212,"wordCount":213,"uri":214,"slug":215,"cloudinaryAssetId":216,"featuredImageOriginalUrl":217,"featuredImageMetadata":218,"author":219,"categories":221,"relatedPosts":223},"Netflix股价在2026年已下跌近30%。是时候卖出还是加仓？","2026-10-24 20:45:00","Netflix联席CEO表示，其美国剧集在2026年将实现\"二垒打和三垒打\"，而全球市场则需要\"本垒打\"。股价报65.85美元，估值更接近迪士尼而非Spotify，TIKR模型揭示了买家支付的对价。",1008,"\u002Fblog\u002Fnetflix-is-down-nearly-30-in-2026-time-to-sell-or-load-up","netflix-is-down-nearly-30-in-2026-time-to-sell-or-load-up","images\u002F12-9_144968b5caa\u002F12-9_144968b5caa","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852841\u002Fimages\u002F12-9_144968b5caa\u002F12-9_144968b5caa.png?_i=AA",{"altText":210},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":220},[],[222],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":225,"date":226,"excerpt":227,"wordCount":228,"uri":229,"slug":230,"cloudinaryAssetId":231,"featuredImageOriginalUrl":232,"featuredImageMetadata":233,"author":234,"categories":236,"relatedPosts":238},"可口可乐股价在创下52周新高后次日下跌。以下是10月27日印度市场为何重要的原因","2026-10-24 20:40:00","可口可乐在10月23日市场普跌中下跌2.76%，此前一天其股价刚创下52周新高。其上份财报显示，亚太地区销量增长最为强劲，但在印度市场份额有所下滑，这将是10月27日（发布新财报时）需要关注的重点。",879,"\u002Fblog\u002Fcoca-cola-stock-fell-a-day-after-a-52-week-high-heres-why-india-matters-on-october-27","coca-cola-stock-fell-a-day-after-a-52-week-high-heres-why-india-matters-on-october-27","images\u002F11-10_14496728c3f\u002F11-10_14496728c3f","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852801\u002Fimages\u002F11-10_14496728c3f\u002F11-10_14496728c3f.png?_i=AA",{"altText":225},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":235},[],[237],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":240,"date":241,"excerpt":242,"wordCount":243,"uri":244,"slug":245,"cloudinaryAssetId":246,"featuredImageOriginalUrl":247,"featuredImageMetadata":248,"author":249,"categories":251,"relatedPosts":253},"ServiceNow 欲成安全领域头号玩家 其77.5亿美元收购Armis的交易需在10月28日证明什么","2026-10-24 20:35:00","ServiceNow首席执行官表示，公司已成为第八大企业安全供应商，并立志成为行业第一。为实现这一目标进行的收购已对GAAP利润率造成压力，而10月28日将是他发表该言论后的首份财报发布日。",965,"\u002Fblog\u002Fservicenow-wants-to-be-no-1-in-security-heres-what-its-7-75-billion-armis-bet-must-show-on-october-28","servicenow-wants-to-be-no-1-in-security-heres-what-its-7-75-billion-armis-bet-must-show-on-october-28","images\u002F10-13_1449664c7d7\u002F10-13_1449664c7d7","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852762\u002Fimages\u002F10-13_1449664c7d7\u002F10-13_1449664c7d7.png?_i=AA",{"altText":240},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":250},[],[252],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":255,"date":256,"excerpt":257,"wordCount":258,"uri":259,"slug":260,"cloudinaryAssetId":261,"featuredImageOriginalUrl":262,"featuredImageMetadata":263,"author":264,"categories":266,"relatedPosts":268},"艾伯维获FDA批准Skyrizi居家治疗克罗恩病。预计何时将体现在销售额中","2026-10-24 20:30:00","美国食品药品监督管理局于10月23日批准了Skyrizi用于克罗恩病的家庭诱导治疗，这比艾伯维公布第三季度财报早了一周。商业部门负责人杰夫·斯图尔特曾表示，完全付费准入通常需要60至90天，这意味着销售回报将指向2027年初。",914,"\u002Fblog\u002Fabbvie-won-fda-approval-for-at-home-skyrizi-starts-in-crohns-heres-when-it-should-show-up-in-sales","abbvie-won-fda-approval-for-at-home-skyrizi-starts-in-crohns-heres-when-it-should-show-up-in-sales","images\u002F9-14_14496561577\u002F9-14_14496561577","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852734\u002Fimages\u002F9-14_14496561577\u002F9-14_14496561577.png?_i=AA",{"altText":255},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":265},[],[267],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[270,290,307,324,339],{"id":183,"title":271,"date":272,"excerpt":273,"wordCount":274,"uri":275,"slug":276,"cloudinaryAssetId":277,"featuredImageOriginalUrl":278,"featuredImageMetadata":279,"author":280,"categories":284,"relatedPosts":289},"Bloom Energy股价较6月历史高点下跌44%。财报后拖累股价的关键数据在此","2026-10-26 00:59:42","让我看看现金，Bloom。",685,"\u002Fblog\u002Fbloom-energy-is-44-below-its-june-record-heres-the-number-that-sank-it-after-earnings","bloom-energy-is-44-below-its-june-record-heres-the-number-that-sank-it-after-earnings","images\u002F4-10_125274308d0\u002F4-10_125274308d0","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1787164294\u002Fimages\u002F4-10_125274308d0\u002F4-10_125274308d0.png?_i=AA",{"altText":271},{"name":281,"slug":282,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":283},"Rexielyn Diaz","rexietikr",[],[285],{"name":286,"slug":287,"uri":288,"description":171,"postsCount":183},"一般投资","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":183,"title":291,"date":292,"excerpt":293,"wordCount":294,"uri":295,"slug":296,"cloudinaryAssetId":297,"featuredImageOriginalUrl":298,"featuredImageMetadata":299,"author":300,"categories":304,"relatedPosts":306},"美国银行在ServiceNow第三季度财报发布前上调其目标价","2026-10-26 00:38:00","美国银行将ServiceNow的目标股价上调至180美元，并在10月28日公布第三季度财报前维持\"买入\"评级。以下是值得关注的要点。",616,"\u002Fblog\u002Fbank-of-america-raises-servicenow-price-target-third-quarter-earnings","bank-of-america-raises-servicenow-price-target-third-quarter-earnings","images\u002FNOW-stock-@Melpomenem-from-Getty-Images-via-Canva-@Monster-Ztudio-via-Canva\u002FNOW-stock-@Melpomenem-from-Getty-Images-via-Canva-@Monster-Ztudio-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792819580\u002Fimages\u002FNOW-stock-@Melpomenem-from-Getty-Images-via-Canva-@Monster-Ztudio-via-Canva\u002FNOW-stock-@Melpomenem-from-Getty-Images-via-Canva-@Monster-Ztudio-via-Canva.png?_i=AA",{"altText":291},{"name":301,"slug":302,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":303},"Aditya 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