NVDA的盈利被低估最多20%；目标价300美元，并受益于物理AI周期的上行空间。
逐段跳播
这意味着，像Nvidia、AMD、Microsoft、Alphabet和Amazon这样的公司，还有我们谈过的Palantir和网络安全公司。这是技术的黄金时代，而且也是30年来美国首次在技术领域领先中国。
What this means is that companies like Nvidia, AMD, Microsoft, Alphabet , and Amazon, and we've talked about names like Palantir and cybersecurity companies . I mean, this is now a golden age in terms of technology, and also for the first time in 30 years the United States is ahead of China in the field of technology.
我认为这些名字值得大家记下来：Nvidia、Microsoft、Palantir、Apple、CrowdStrike。
These are the names I think people should write down. Nvidia, Microsoft, Palantir, Apple, CrowdStrike.
首先，我认为Nvidia投资者低估了盈利，幅度多达20%。这是我们设定了300美元目标价的股票，但你可以说它还能涨得比这高得多，因为物理AI和周期中下一个真正的部分甚至还没有开始。
Well, firstly I think Nvidia investors are underestimating earnings by as much as 20%. I mean, this is a stock we've set a price target of $300 for , but you could argue it could go much higher than that because the physical AI and the next real part of the cycle haven't even started yet.
我们还收到消息，Apollo和其他银行现在正在帮助SpaceX融资购买Nvidia芯片。你怎么看SpaceX？我们要走向哪里，你怎么看这些公司现在转向科技行业以外的实体来获得购买芯片的资金？
We have also received news that Apollo and other banks are now helping SpaceX finance the purchase of Nvidia chips. What do you think of SpaceX? Where are we headed, and what do you think about these companies now turning to entities outside the technology sector to obtain funding to purchase chips?
是的，因为现在确实正在发生一种真正的靠拢。如果你看看SpaceX在做什么，它正在把自己打造成下一个大型云服务提供商。因此，就未来几年的实际扩张而言，他们对Nvidia芯片的战略令我印象深刻。
Yes, because there is a real rapprochement happening right now. I mean, if you look at what SpaceX is doing, it's building itself up to become the next big cloud service provider .
Therefore, I am impressed with their strategy regarding Nvidia chips in terms of actual expansion over the coming years.
我知道你那里也有一些我们熟悉的老名字，比如IBM和Dell，还有一些人们关注的新名字，从SK Hynix到Nvidia，也许还有一些人们不太了解的名字。我在那里看到了snowflake。
Meta，我们有很多高性能计算公司和“七大”名字，Apple、Meta和Alphabet都在那里，还有Nvidia。
I know you have some old names that we know there too, like IBM and Dell for example, as well as some newer names that people follow from SK Hynix to Nvidia, and maybe some names that people don't know as much.
I saw a snowflake there. Um, Meta, we have a lot of high-performance computing companies and "Big Seven " names, Apple, Meta and Alphabet are all there, and Nvidia.
这个频道对 $NVDA 的历次判断
Schwab Network 在这只股票上共 30 条判断，这里只列相邻的几条。