说话者通过分批卖出清仓了 NVDA，愿意为求安心而放弃近期的上涨空间。
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《Earnings, Cashflows and Stock Prices: The AI Storm blows through!》
Aswath Damodaran发布 2026-10-08 · 3 段内容
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这场游戏里最大的玩家是谁？显然，Nvidia 是最大的受益者。
Who are the biggest players in this game? Nvidia, clearly, is the biggest beneficiary.
净利润的多少将取决于像 Nvidia 这样一家公司的净利润率，而它的利润率极高，高达 50% 甚至 60%。
The amount of net income will depend on the net profit margins of a company like Nvidia, which has incredibly high profit margins, as high as 50 or 60 percent.
事实上，我在 Nvidia 上的投资，是分四次卖出的。短期内涨势很可能还会延续，我接受这一点，因为我需要睡得安稳，也不介意放弃一些潜在的利润。
In fact, my investment in Nvidia, I sold it in four installments. The rise is likely to continue in the near term, and I accept that because I need to sleep peacefully, and I don't mind giving up some potential profits.
这个频道对 $NVDA 的历次判断
Aswath Damodaran 在这只股票上只有这一条判断。
2026-10-08看跌本条
这场游戏里最大的玩家是谁？显然，Nvidia 是最大的受益者。