NVDA 至少有 2 年的清晰高增长路径；25 倍的远期市盈率合理（低于可口可乐）。
逐段跳播
然后是第四只股票，如果你们没看过我最近几期的投资组合更新视频，可能有些人并不知道这一点。我在股息组合中第四大持仓其实是英伟达，股票代码 NVDA。这是 35.3,000。我的总回报率是 16.46%。
我大概是在三四个月前在这个账户里买入的。总体而言，这实际上是我所有账户中最大的持仓。
And then stock number four, some of you guys might have not known this if you haven't seen my most recent portfolio update videos. My fourth largest holding in my dividend portfolio is actually Nvidia, tick symbol NVDA.
That's 35.3,000. I have a 16.46% total return. And I bought this probably like 3 or 4 months ago in this account. And overall, this is actually my largest holding across all my accounts.
如果你想了解我对英伟达的完整看法和投资逻辑，我大概几个月前做过一个非常详细的视频。如果你想知道我对英伟达的完整看法和我的投资逻辑，我做过一个关于这家公司的股票分析视频。那大概是大约一个月前的事了，但内容现在依然适用。
总体而言，我认为这家公司在至少未来两年内都走在一条非常清晰的持续高增长道路上。而且它目前的市盈率其实非常合理，前瞻市盈率为 25。这比可口可乐这样的公司还要低。
If you want my full thoughts and investment thesis around Nvidia, I did a very detailed video probably a few months ago. If you want to know my full thoughts on Nvidia and my investment thesis, I did a stock analysis video on the company.
That was probably about a month ago now, but it's all still applicable. And in general, I think the company's on a very clear path to continued high growth over at least the next 2 years.
And it's actually trading at a very reasonable P ratio, a forward P ratio of 25. That's less than companies like Coca-Cola.
我们可以看到，这部分将来自英伟达。我周四已经在这个账户里收到了 37 美元。
And we can see that will come from Nvidia. I already got $37 in this account on Thursday.
但这来自四家不同的公司。微软、谷歌、埃克森美孚和英伟达。
but that's from four different companies. Microsoft, Google, Exon Mobile, and Nvidia.
这个频道对 $NVDA 的历次判断
Dividend Data 在这只股票上共 5 条判断，这里只列相邻的几条。