说话者长期持有 NVDA 股票，认为 AI 平台迁移与回购的利好超过结构性担忧。
逐段跳播
CrowdStrike 和 Palo Alto Networks 等网络安全股因“需要对此进行防御”这一想法而上涨，而芯片股则下跌。
cybersecurity stocks such as CrowdStrike and Palo Alto Networks rose based on the idea of “the need to defend against this,” while chip stocks declined.
因此，Nvidia、Meta 以及这些大公司会继续下去，直到出现一条关于某个不守规矩客户的新头条，引发又一轮市场恐慌。
So, Nvidia, Meta, and the big companies, will continue until a new headline about a rogue customer triggers another market scare.
所以，如果你基于人工智能发展这一逻辑持有 Nvidia 或 Meta 的股票，那么周二发生的任何事情都不会改变你的立场。
So, if you hold Nvidia or Meta shares based on the AI development thesis , nothing that happened on Tuesday changes your position.
我要谈谈 Nvidia 美国历史上规模最大的股票回购计划。Nvidia 的董事会于周一批准将其股票回购计划增加 1500 亿美元，使回购授权总额达到 2350 亿美元，超过苹果在 2024 年 5 月创下的 1100 亿美元纪录。
I will talk about Nvidia's largest share buyback program in US history, Nvidia's board of directors on Monday approved a $150 billion increase to its share buyback program , bringing the total buyback authorization to $235 billion, surpassing Apple's record of $110 billion in May 2024.
周一批准将其股票回购计划增加 1500 亿美元，使回购授权总额达到 2350 亿美元，超过苹果在 2024 年 5 月创下的 1100 亿美元纪录。这距离 Nvidia 董事会向该计划追加 800 亿美元仅过去四个月。
Monday approved a $150 billion increase to its share buyback program , bringing the total buyback authorization to $235 billion, surpassing Apple's record of $110 billion in May 2024.
This comes just four months after Nvidia's board added $80 billion to the program.
这一时机伴随着截至 7 月当季创纪录的 960 亿美元销售额。该公司预计 2027 年营收增长 70%。
This timing comes with record sales of $96 billion for the quarter ending in July. The company expects revenue growth of 70% in 2027.
首席执行官黄仁勋将其描述为一次千载难逢的、向人工智能的平台转型。但这次回购的同时，人们对 Nvidia 仍抱有日益加剧的结构性财务担忧。
CEO Jensen Huang described it as a once-in-a-generation platform shift towards artificial intelligence . But the buyback comes alongside growing structural financial concerns that people still have about Nvidia.
他们已披露在 13 家上市公司中的持股和投资。而我们现在看到的是，Robert，229 家私营公司。他们还为其客户的数据中心融资提供最高 5000 亿美元的部分担保。
They have disclosed their stakes and investments in 13 public companies. And here we are, Robert. 229 private companies. They also partially guarantee up to $500 billion in data center financing for their clients.
他们直接支持了俄亥俄州的 OpenAI 数据中心项目，并持有 200 亿美元的数据中心长期租约，计划将这些租约重新分配给其他公司。
They have directly supported the OpenAI data center project in Ohio, and have $20 billion in long- term leases for data centers that they plan to reallocate to other companies.
Nvidia 对此仍然非常清楚。5、6 万亿。我是这家公司的股东。我正在乘着这波浪潮。我算什么人，凭什么去告诉黄仁勋——特朗普形容他是个非常英俊的男人——该如何花他公司的钱？继续闪耀吧，黄仁勋。我会一直做贡献者，直到进坟墓。
Nvidia is still very much aware of this . 5, 6 trillion. I am a shareholder in the company. I'm riding this wave. Who am I to tell Jensen Huang, whom Trump describes as a very handsome man, how to spend his company's money?
Keep shining, Jensen. I will remain a contributor until my grave.
这个频道对 $NVDA 的历次判断
Rich Habits 在这只股票上共 11 条判断，这里只列相邻的几条。