[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-seaport-reiterates-sell-rating-nvidia-data-center-infrastructure-bottlenecks-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},144843,"Seaport重申对英伟达股票的卖出评级，因数据中心基础设施瓶颈","2026-10-26T12:01:00","2026-10-26T07:02:17","\u003Cp>Seaport Research 维持对英伟达的卖出评级和180美元目标价，理由是其面临2500亿美元新承诺与融资风险。这对英伟达股票意味着什么。\u003C\u002Fp>","\u003Ch2 id=\"h-k-ey-stats-for-nvidia-stock\" class=\"wp-block-heading\">英伟达\u003Cstrong>股票\u003C\u002Fstrong>的\u003Cstrong>关键数据\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>英伟达股票过去6个月价格变动：\u003C\u002Fstrong> 1%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>截至10月23日的$NVDA股价：\u003C\u002Fstrong> $211\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>52周高点：\u003C\u002Fstrong> $243\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>$NVDA股价目标：\u003C\u002Fstrong> $329\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的新估值模型，发现您最喜爱的股票可能有多少上涨空间（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\">\u003Ca href=\"https:\u002F\u002Ffinance.yahoo.com\u002Fmarkets\u002Fstocks\u002Farticles\u002Fseaport-research-issues-stark-nvidia-190258077.html\">Seaport Research维持对英伟达\u003C\u002Fa> (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=32307&tid=2635154&ref=49x9sy\">NVDA\u003C\u002Fa>) 的卖出评级和180美元的目标价。分析师Jay Goldberg表示，英伟达面临来自竞争对手日益增长的压力，以及其投资承诺带来的不断增加的财务风险。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Goldberg指出，英伟达上季度增加了约2500亿美元的承诺，这些资金用于确保零部件供应和支持数据中心建设。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这使得公司与人工智能建设的关系更加紧密。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">他还提到了一个独立的融资计划。英伟达、六家私募股权公司和银行正在合作开发一个平台，可能提供约5000亿美元的资金。该计划可能达到1万亿美元。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">英伟达不会承担全部义务，但Goldberg认为其角色至关重要。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">他的担忧很简单。这些交易旨在加速增长，但如果计算需求减弱，它们可能会扩大损失。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">依赖英伟达支持的公司在经济低迷时期可能会陷入困境，从而在英伟达自身销售和现金流放缓之际增加压力。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Goldberg还质疑，帮助客户和锁定供应是否可能争夺同一笔资金。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">最新季度报告则展示了故事的另一面。\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>英伟达报告营收为960亿美元，是去年同期的两倍多。\u003C\u002Fli>\n\n\n\n\u003Cli>数据中心收入达到890亿美元。\u003C\u002Fli>\n\n\n\n\u003Cli>管理层对第三季度的营收指引为1080亿美元。\u003C\u002Fli>\n\n\n\n\u003Cli>公司还预计2028财年营收将增长约70%。\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792824176\u002Fimages\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823.webp?_i=AA\" alt=\"\" class=\"wp-post-144843 wp-image-144861\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792824176\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792824176\u002Fimages\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823.webp?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1024,c_scale\u002Ff_webp,q_auto\u002Fv1792824176\u002Fimages\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823.webp?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_768,h_512,c_scale\u002Ff_webp,q_auto\u002Fv1792824176\u002Fimages\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823.webp?_i=AA 768w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2048,h_1365,c_scale\u002Ff_webp,q_auto\u002Fv1792824176\u002Fimages\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823.webp?_i=AA 2048w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792824176\u002Fimages\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792824176\u002Fimages\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792824176\u002Fimages\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792824176\u002Fimages\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">NVDA股票营收、息税前利润和自由现金流预估（单位：十亿美元） (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">管理层知道投资者在询问其交易，并表示有些人会称之为循环融资，但他们有不同的看法。公司表示其风险有限，因为其芯片可以重新部署给其他客户。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">英伟达预计第三季度毛利率将降至74%，并在第四季度触底至71%至72%，管理层将此归咎于内存成本上升。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Ca style=\"font-weight: bold; font-style: italic;\" href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">查看分析师对英伟达股票的增长预测和价格目标（免费） >>>\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-the-market-is-telling-us-about-nvidia-stock\" class=\"wp-block-heading\">市场对英伟达股票的看法\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">围绕英伟达股票的争论已不再是需求问题。管理层表示其供应是限制因素，问题在于英伟达为维持这种增长承担了多少风险。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Seaport的观点是谨慎的，它表示围绕英伟达股票的融资网络如果人工智能周期降温，可能会引发麻烦。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3486\" height=\"3975\" data-public-id=\"images\u002FNVDA_valuation_model-9_14486245be2\u002FNVDA_valuation_model-9_14486245be2.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3486,h_3975,c_scale\u002Ff_webp,q_auto\u002Fv1792824207\u002Fimages\u002FNVDA_valuation_model-9_14486245be2\u002FNVDA_valuation_model-9_14486245be2.webp?_i=AA\" alt=\"\" class=\"wp-post-144843 wp-image-144862\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792824207\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792824207\u002Fimages\u002FNVDA_valuation_model-9_14486245be2\u002FNVDA_valuation_model-9_14486245be2.webp?_i=AA 3486w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_767,h_875,c_scale\u002Ff_webp,q_auto\u002Fv1792824207\u002Fimages\u002FNVDA_valuation_model-9_14486245be2\u002FNVDA_valuation_model-9_14486245be2.webp?_i=AA 767w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1347,h_1536,c_scale\u002Ff_webp,q_auto\u002Fv1792824207\u002Fimages\u002FNVDA_valuation_model-9_14486245be2\u002FNVDA_valuation_model-9_14486245be2.webp?_i=AA 1347w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1796,h_2048,c_scale\u002Ff_webp,q_auto\u002Fv1792824207\u002Fimages\u002FNVDA_valuation_model-9_14486245be2\u002FNVDA_valuation_model-9_14486245be2.webp?_i=AA 1796w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_1368,c_scale\u002Ff_webp,q_auto\u002Fv1792824207\u002Fimages\u002FNVDA_valuation_model-9_14486245be2\u002FNVDA_valuation_model-9_14486245be2.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1596,c_scale\u002Ff_webp,q_auto\u002Fv1792824207\u002Fimages\u002FNVDA_valuation_model-9_14486245be2\u002FNVDA_valuation_model-9_14486245be2.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_342,c_scale\u002Ff_webp,q_auto\u002Fv1792824207\u002Fimages\u002FNVDA_valuation_model-9_14486245be2\u002FNVDA_valuation_model-9_14486245be2.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3486px) 100vw, 3486px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">NVDA股票估值模型 (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">目前，公司拥有强劲的业绩数据和长长的订单簿。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Seaport要求投资者考虑如果情况发生变化会怎样。任何关注英伟达股票的人都应该关注这些承诺未来如何增长。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">即时估算公司的公允价值（使用TIKR免费） >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\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\" id=\"h-so-what-is-apple-stock-actually-worth-tikr-lets-you-forecast-the-future-price-of-any-stock-in-less-than-a-minute-just-enter-a-few-assumptions-into-tikr-s-valuation-model-and-see-what-o-stock-could-be-worth-start-from-wall-street-consensus-estimates-or-adjust-the-inputs-to-reflect-your-own-view-of-the-business-it-s-free-to-use\">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NVDA股票可能的价值。可以从华尔街共识预期开始，或者调整输入参数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\" id=\"h-\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">免费为英伟达估值\u003Cstrong>\u003Cem>→\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\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或其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。我们的内容基于TIKR Terminal的投资数据和分析师预估。我们的分析可能未包含最新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>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003C\u002Fp>",616,"zh","\u002Fblog\u002Fseaport-reiterates-sell-rating-nvidia-data-center-infrastructure-bottlenecks","seaport-reiterates-sell-rating-nvidia-data-center-infrastructure-bottlenecks","images\u002FNVDA-stock-@Kittipong-Jirasukhanont-from-PhonlamaiPhotos-Images-via-Canva-@jamesteohArt-via-Canva-11\u002FNVDA-stock-@Kittipong-Jirasukhanont-from-PhonlamaiPhotos-Images-via-Canva-@jamesteohArt-via-Canva-11","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792823880\u002Fimages\u002FNVDA-stock-@Kittipong-Jirasukhanont-from-PhonlamaiPhotos-Images-via-Canva-@jamesteohArt-via-Canva-11\u002FNVDA-stock-@Kittipong-Jirasukhanont-from-PhonlamaiPhotos-Images-via-Canva-@jamesteohArt-via-Canva-11.png?_i=AA",{"altText":165,"imageCredit":166},"Seaport Reiterates Sell Rating On Nvidia Stock Over Data Center Infrastructure Bottlenecks","@Kmeel_com from pixabay via Canva, @3DSculptor from Getty Images via Canva",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"Aditya Raghunath","adityatikr","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},"一般投资","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":165,"metaDesc":186,"opengraphDescription":186,"twitterTitle":165,"twitterDescription":186},"Seaport keeps its Sell rating and $180 target on Nvidia, citing $250B in new commitments and financing risks. Here’s what it means for Nvidia stock.",{"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,[194,211,226,241,255],{"id":183,"title":195,"date":196,"excerpt":197,"wordCount":198,"uri":199,"slug":200,"cloudinaryAssetId":201,"featuredImageOriginalUrl":202,"featuredImageMetadata":203,"author":204,"categories":208,"relatedPosts":210},"策略单月暴跌13%。现在是该卖出，还是加仓？","2026-10-26 10:30:00","比特币只是问题的一部分",967,"\u002Fblog\u002Fstrategy-just-dropped-13-in-a-month-is-it-time-to-sell-or-load-up","strategy-just-dropped-13-in-a-month-is-it-time-to-sell-or-load-up","images\u002Fthoughtful-woman-falling-chart-and-trading-screens\u002Fthoughtful-woman-falling-chart-and-trading-screens","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792795484\u002Fimages\u002Fthoughtful-woman-falling-chart-and-trading-screens\u002Fthoughtful-woman-falling-chart-and-trading-screens.png?_i=AA",{"altText":195},{"name":205,"slug":206,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":207},"Gian Estrada","giantikr",[],[209],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":212,"date":213,"excerpt":214,"wordCount":215,"uri":216,"slug":217,"cloudinaryAssetId":218,"featuredImageOriginalUrl":219,"featuredImageMetadata":220,"author":221,"categories":223,"relatedPosts":225},"Nu Holdings股价因卢拉胜选暴跌22%：市场\"完全措手不及\"","2026-10-26 09:45:18","股价约11.77美元时，Nu的交易市盈率接近12.21倍的春季低点，远低于其21.52倍的历史平均水平。巴西利率水平将决定其后续走势。",575,"\u002Fblog\u002Fnu-holdings-sinks-22-on-lulas-win-the-market-was-completely-unprepared","nu-holdings-sinks-22-on-lulas-win-the-market-was-completely-unprepared","images\u002FFEATURED-IMAGE-MAKER-1899\u002FFEATURED-IMAGE-MAKER-1899","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793007209\u002Fimages\u002FFEATURED-IMAGE-MAKER-1899\u002FFEATURED-IMAGE-MAKER-1899.png?_i=AA",{"altText":212},{"name":205,"slug":206,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":222},[],[224],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":227,"date":228,"excerpt":229,"wordCount":230,"uri":231,"slug":232,"cloudinaryAssetId":233,"featuredImageOriginalUrl":234,"featuredImageMetadata":235,"author":236,"categories":238,"relatedPosts":240},"Nebius一个月内下跌33%。美国银行认为其仍有95%的上涨空间","2026-10-26 09:00:00","借来的恐惧，与2027年迫近的现实账单",1109,"\u002Fblog\u002Fnebius-lost-33-in-a-month-bank-of-america-sees-95-upside-from-here","nebius-lost-33-in-a-month-bank-of-america-sees-95-upside-from-here","images\u002Fpondering-man-falling-red-bars\u002Fpondering-man-falling-red-bars","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792795474\u002Fimages\u002Fpondering-man-falling-red-bars\u002Fpondering-man-falling-red-bars.png?_i=AA",{"altText":227},{"name":205,"slug":206,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":237},[],[239],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":242,"date":228,"excerpt":243,"wordCount":244,"uri":245,"slug":246,"cloudinaryAssetId":247,"featuredImageOriginalUrl":248,"featuredImageMetadata":249,"author":250,"categories":252,"relatedPosts":254},"\"持久性与可预测性\"：美光科技2026年上涨200%。获利了结，还是加仓买入？","市盈率低于5倍，市场已经在押注崩盘。",939,"\u002Fblog\u002Fdurability-and-predictability-micron-is-up-200-in-2026-take-profits-or-buy-more","durability-and-predictability-micron-is-up-200-in-2026-take-profits-or-buy-more","images\u002Fgrinning-bearded-man-rising-green-chart\u002Fgrinning-bearded-man-rising-green-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792795504\u002Fimages\u002Fgrinning-bearded-man-rising-green-chart\u002Fgrinning-bearded-man-rising-green-chart.png?_i=AA",{"altText":242},{"name":205,"slug":206,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":251},[],[253],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":256,"date":228,"excerpt":257,"wordCount":258,"uri":259,"slug":260,"cloudinaryAssetId":261,"featuredImageOriginalUrl":262,"featuredImageMetadata":263,"author":264,"categories":266,"relatedPosts":268},"Bloom Energy股价过去一年上涨91%。这是接下来需要关注的关键数字。","Bloom Energy股价一年内上涨了91%，但在创纪录的季度业绩公布后却下跌了11%，目前市盈率达40倍。以下是华尔街仍对其持有的预期。",1276,"\u002Fblog\u002Fbloom-energy-stock-is-up-91-over-the-past-year-heres-the-number-to-watch-next","bloom-energy-stock-is-up-91-over-the-past-year-heres-the-number-to-watch-next","images\u002Fsmiling-man-in-a-tie-rising-green-bars\u002Fsmiling-man-in-a-tie-rising-green-bars","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792780118\u002Fimages\u002Fsmiling-man-in-a-tie-rising-green-bars\u002Fsmiling-man-in-a-tie-rising-green-bars.png?_i=AA",{"altText":256},{"name":205,"slug":206,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":265},[],[267],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[270,290,305,320,335],{"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},"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":271},{"name":281,"slug":282,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":283},"Wiltone Asuncion","wiltonetikr",[],[285],{"name":286,"slug":287,"uri":288,"description":171,"postsCount":183},"股票评论","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":183,"title":291,"date":292,"excerpt":293,"wordCount":294,"uri":295,"slug":296,"cloudinaryAssetId":297,"featuredImageOriginalUrl":298,"featuredImageMetadata":299,"author":300,"categories":302,"relatedPosts":304},"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":291},{"name":281,"slug":282,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":301},[],[303],{"name":286,"slug":287,"uri":288,"description":171,"postsCount":183},[],{"id":183,"title":306,"date":307,"excerpt":308,"wordCount":309,"uri":310,"slug":311,"cloudinaryAssetId":312,"featuredImageOriginalUrl":313,"featuredImageMetadata":314,"author":315,"categories":317,"relatedPosts":319},"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":306},{"name":281,"slug":282,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":316},[],[318],{"name":286,"slug":287,"uri":288,"description":171,"postsCount":183},[],{"id":183,"title":321,"date":322,"excerpt":323,"wordCount":324,"uri":325,"slug":326,"cloudinaryAssetId":327,"featuredImageOriginalUrl":328,"featuredImageMetadata":329,"author":330,"categories":332,"relatedPosts":334},"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":321},{"name":281,"slug":282,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":331},[],[333],{"name":286,"slug":287,"uri":288,"description":171,"postsCount":183},[],{"id":183,"title":336,"date":337,"excerpt":338,"wordCount":339,"uri":340,"slug":341,"cloudinaryAssetId":342,"featuredImageOriginalUrl":343,"featuredImageMetadata":344,"author":345,"categories":347,"relatedPosts":349},"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":336},{"name":281,"slug":282,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":346},[],[348],{"name":286,"slug":287,"uri":288,"description":171,"postsCount":183},[]]