NVDA被低估；历史低估值、订单积压以及2027年之后的增长前景支撑这一观点。
逐段跳播
第一个领域是人工智能和半导体基础设施，包括 Nvidia、Broadcom、AMD 和 Arista Networks 等公司。
The first area is artificial intelligence and semiconductor infrastructure, companies such as Nvidia, Broadcom, AMD, and Arista Networks.
那么，你是在关注 Nvidia，还是 AMD？当我们看向半导体行业的最顶端时，这些名字是你感兴趣的吗？但没有人会像 Nvidia 那样回购价值 1500 亿美元的股票，也没有人像 Nvidia 那样给出 12 个月的预测。
所以，我们知道他们有一批已完成订单的积压，我们预计这种增长将持续到 2027 年以后。
So, are you looking at Nvidia, or AMD? Are these names of interest to you when we look at the very top of the semiconductor industry? But no one will repurchase $150 billion worth of shares like Nvidia, and no one has given us 12-month forecasts like Nvidia has.
So, we know they have a backlog of completed orders, and we expect this growth to continue beyond 2027.
这只股票今天被低估了吗？它是历史上最便宜的。所以是的，它被低估了，但市场害怕大数字。
Is the stock undervalued today? It's the cheapest ever in history. So yes, it is undervalued, but the market is afraid of big numbers.
这个频道对 $NVDA 的历次判断
Schwab Network 在这只股票上共 20 条判断，这里只列相邻的几条。