{"schema":"hottub-news/story/v1","story":"st_xuyqpxeayr5hq6cdrqpq","title":"明年獲利成長70%！星展投資長：輝達本益比僅17倍 AI科技股遠未至泡沫","title_en":null,"outlets":2,"brief":null,"page":"https://hottub.news/stories/dbs-cio-says-that-the-p-e-ratio-of-nvidia-is-only-17-times-indicating-xuyqpxeayr","count":3,"items":[{"id":"n_2b3cwyzkjeavoaq6pnra","seq":1807026,"kind":"article","title":"明年獲利成長70%！星展投資長：輝達本益比僅17倍 AI科技股遠未至泡沫","url":"https://news.cnyes.com/news/id/6621736","summary":"星展集團投資長侯韋福稱，輝達為代表的AI科技股距泡沫「仍有很大距離」。 他指輝達未來12個月本益比17倍、2027年獲利成長估70%，並對比網路泡沫時思科本益比約100倍。 侯韋福看好半導體與AI投資順風，建議以科技股＋投資級債的槓鈴策略降波動。","published":"2026-10-05T09:30:04Z","seen":"2026-10-05T09:33:51Z","lang":"zh","country":"TW","source":{"id":"kite-news-cnyes-com-887ba2","name":"news.cnyes.com","domain":"news.cnyes.com"},"via":"kite-news-cnyes-com-887ba2","topics":["美股雷達"],"authors":["鉅亨網編譯陳韋廷"],"image":"https://cimg.cnyes.cool/static/rss/default/m/06.jpg","story":"st_xuyqpxeayr5hq6cdrqpq","category":"economy-business","category_p":0.800000011920929,"sentiment":"positive","tone":0.550000011920929,"political":0.019999999552965164},{"id":"n_lpyekuir363q64cgnqlq","seq":1807034,"kind":"article","title":"輝達本益比僅17倍 星展：AI離泡沫還遠","title_en":"Nvidia's profit margin is only 17 times, DBS: AI is far from bubble","url":"https://news.cnyes.com/news/id/6621712","summary":"星展集團投資長侯偉福（Hou Wey Fook)表示，輝達(NVDA-US) 的本益比，以及明年獲利預估成長70%，顯示AI驅動的科技股，距離泡沫化仍相當遙遠。 彭博彙整的數據顯示，輝達目前的未來12個月預估本益比為17倍，遠低於網路泡沫破裂前思科的100倍。 侯偉福在接受彭博電視訪問時表示：「","published":"2026-10-05T09:00:07Z","seen":"2026-10-05T09:33:51Z","lang":"zh","country":"TW","source":{"id":"kite-news-cnyes-com-887ba2","name":"news.cnyes.com","domain":"news.cnyes.com"},"via":"kite-news-cnyes-com-887ba2","topics":["美股雷達"],"authors":["鉅亨網編輯林羿君"],"entities":[{"id":"Q182477","name":"Nvidia","type":"org"},{"id":"Q618076","name":"deep brain stimulation","type":"org"}],"image":"https://cimg.cnyes.cool/prod/news/6621712/m/a78ae2d5af34e2681b18a6d7984d8510.jpg","story":"st_xuyqpxeayr5hq6cdrqpq","category":"science-technology","category_p":0.5400000214576721,"category2":"economy-business","sentiment":"neutral","tone":0.17000000178813934,"political":0.019999999552965164},{"id":"n_xuyqpxeayr5hq6cdrqpq","seq":1796354,"kind":"article","title":"星展CIO稱輝達本益比僅17倍，AI科技股行情遠未進入泡沫區間","title_en":"DBS CIO says that the P/E ratio of NVIDIA is only 17 times, indicating that the AI technology stock market has not yet entered the bubble zone","url":"https://tw.stock.yahoo.com/news/%E6%98%9F%E5%B1%95cio%E7%A8%B1%E8%BC%9D%E9%81%94%E6%9C%AC%E7%9B%8A%E6%AF%94%E5%83%8517%E5%80%8D-ai%E7%A7%91%E6%8A%80%E8%82%A1%E8%A1%8C%E6%83%85%E9%81%A0%E6%9C%AA%E9%80%B2%E5%85%A5%E6%B3%A1%E6%B2%AB%E5%8D%80%E9%96%93-075946631.html","summary":"【財訊快報／劉敏夫】外電報導指出，星展集團首席投資長侯偉福表示，輝達的本益比以及預計明年盈利成長70%的前景表明，人工智能推動的科技股行情遠未進入泡沫區間。金融媒體匯編數據顯示，輝達目前股價相當於未來12個月預期盈利的17倍。侯偉福將其與互聯網泡沫破裂前思科高達100倍的估值倍數進行了對比。侯偉福接受電視媒體採訪時表示，如果作為AI代表性公司的輝達本益比只有十幾倍，怎麼能說這是泡沫？半導體和AI投資仍有利多因素支撐。不過，為控制投資組合整體波動，侯偉福仍主張採取「槓鈴式」策略。一端配置科技股等成長型資產，把握AI帶來的成長機會...","published":"2026-10-05T07:59:46Z","seen":"2026-10-05T08:33:49Z","lang":"zh","country":"TW","source":{"id":"kite-tw-news-yahoo-com-ae7227","name":"tw.news.yahoo.com","domain":"tw.news.yahoo.com"},"via":"kite-tw-news-yahoo-com-ae7227","entities":[{"id":"Q618076","name":"deep brain stimulation","type":"org"},{"id":"Q182477","name":"Nvidia","type":"org"}],"story":"st_xuyqpxeayr5hq6cdrqpq","category":"economy-business","category_p":0.7699999809265137,"sentiment":"neutral","tone":0.2800000011920929,"political":0.029999999329447746}]}