在黄仁勋领导下,Nvidia 采取中立的“为一切提供动力”战略,使其成为具吸引力的长期持有标的。
逐段跳播
带我们看看 Nvidia,以及你现在怎么看 Nvidia。很难不彻底爱上 Nvidia,因为 Jensen Wang。你知道,我一直是那个开源 AI 的人,我几乎每周都在谈这件事。
我们看到 Daario 和 Sam Alman、Open AI 和 Anthropic 一直在做的事。而 Nvidia 走的是另一条路。显然 Nvidia 和 Open AI,或者说抱歉,Open AI 和 Anthropic 需要 Nvidia,但 Nvidia 就像是,嘿,我们只想为它提供动力。
这让我想起它令人兴奋的地方在于,我经历过 PC 时代,我的第一桩生意其实就是组装 PC,我知道这在今天听起来可能有点奇怪,但我们过去会把它们拼装起来,按订单定制等等。不管是 DOS,DOS 是微软的,DOS 就像是让计算机对所有人都变得可用的那种方式。
然后当然是 Windows,尤其是 Windows 3.11,它起飞了。Windows 95,等等。所有这些硬件供应商,他们就像是,嘿,我们不在乎你运行什么操作系统。只要买我们的硬件就行,而我们知道那就是 Nvidia。
我就是喜欢 Jensen Wang 处理这件事的方式,他就是在说,嘿,我们会支持一切。我们会为这一进程提供动力。
take us through Nvidia and how you're looking at Nvidia right now. Uh, you know, it's just hard not to absolutely love Nvidia, you know, because of Jensen Wang. I mean, you know, I know I've been I'm I'm like the open-source AI guy.
I talk about it pretty much every week. I mean, we see what you know, Daario and Sam Alman, Open AI and Anthropic have been doing. And, you know, Nvidia is taking that different approach.
Now obviously Nvidia and Open AI or I'm sorry open AI and anthropic need uh Nvidia but you know Nvidia is just like hey we just want to power it and and it just reminds me what's so exciting about it is you know I lived through the PC era my first business was actually building PCs I know that might sound weird in these days but we used to bolt them together custom order and everything and you know whether it be DOSs and you know DOSs was Microsoft DOSs was like this way that made the computer accessible to everyone.
Then of course, Windows, you know, Windows 3.11 particularly, you know, it took off. Windows 95, so on. And all of these hardware providers, they were like, "Hey, we don't care what operating system you run.
Just buy our hardware and we know that that is Nvidia." And I just love the way that Jensen Wang is approaching it is just saying, "Hey, we're going to support everything. We're going to power this move."
那么,让我们深入看看 Nvidia 的这张图。我们经历了一段更偏区间震荡的走势,然后它们突破了,此后走势就有点更加颠簸,但你在技术面上看到了什么?
So, let's dive into the chart here for Nvidia. We had a period of more rangebound activity and then they broke out and it's been a bit more of a bumpy ride since then, but what are you seeing in the technicals here?
我们近期的走势呈现出一个向上倾斜的通道形态。在未能突破 23654 附近的旧高点之后,我们出现了一定回落。你可以看到我们在 232 附近还有另一个显著高点,以及在 230 附近这里。
所以,大致这个区域是一个阻力区,价格尚未能真正越过。所以现在我们可以看到,从这个低点开始的这个向上倾斜的通道形态目前仍然有效。我们今天有望形成一根孕线形态的蜡烛,我们较小的绿色蜡烛的实体完全包含在前一天较大的红色实体之内。
实体即开盘到收盘之间的距离。这通常被视为动能可能停滞的信号。所以,这是一个值得今后留意的有趣形态。我们的 5 日指数移动平均线,深蓝色,22768,与我们的趋势线相当接近。所以如果我们开始大幅跌破这一条,我们可能会看到价格向我们的 21 日 EMA 推进,它代表一个月的交易活动,我们的指数移动平均线在 223。
RSI 此前一直在走低,但看起来我们可能正在突破我们的相对高点以及这个动能指标的向下倾斜的红色趋势线。所以,那里也有一些更偏看涨的迹象。最后,成交量分布显示,在我们当前走势下方 218 到 223 有一个节点。
所以,如果情况真的开始恶化,这可能是一个潜在的立足点。
our recent activity has been an upward sloping channel type shape. We had a bit of a decline after failing to take out our old highs near 23654. You can see we had another prominent high near 232 as well as here near 230.
So, kind of this general area uh was a resistance zone that price was not quite able to overtake yet. So now we can see that our upward sloping channel uh shape here that began with these lows is still in play for now.
We are on pace for a harami type candle today where the real body of our smaller green candle is completely contained within the previous day's larger red body. Real body being the distance between the open to the close.
Often viewed as a sign of potential stall in momentum. So uh an interesting one to to keep on the lookout for going forward. um our 5-day exponential moving average in dark blue 22768 lines up pretty closely with our tread line.
So if we start to break far below that one, we could see a push toward our 21-day EMA representing one month of trading activity, our exponential moving average coming in at 223.
RSI had been trending lower, but it looks like we could be breaking above our relative highs as well as our downward sloping red trend line for this momentum indicator. So, some signs of more bullishness there as well.
Finally, volume profile shows that we have a node 218 to 223 uh below our current activity here. So, this could be a potential foothold if things do start to deteriorate.
这个频道对 $NVDA 的历次判断
Schwab Network 在这只股票上共 19 条判断,这里只列相邻的几条。