NVDA 是核心长期持仓，受强劲基本面增长和高估值评分支撑，尽管近期股价涨幅相对利润增长放缓。
逐段跳播
他们对我说，老兄，我曾把 Nvidia 作为我最大的持仓，但我卖掉了很大一部分。我卖掉了我一半的持仓，或者我卖掉了我的全部持仓。
And they tell me, man, I owned an Nvidia As my biggest center, but I sold a large part of it. I sold half of my central bank or I sold my entire center.
我问，为什么？他们说，因为我在大约 6 个月里把仓位翻了一倍。那很棒。但股票并没有……它随后就停住了。Nvidia 就是理想的例子，它的股价增长年复一年地翻倍，或者可能需要长达一年才能翻倍。
但利润增长要快得多，以至于总的来说，尽管股价翻了一倍，一年后的实际估值反而比一年前更便宜。
I ask, why? They say, Because I doubled my position in About 6 months. That was Wonderful. But the stock did not It then stops. Nvidia is The ideal example, which Its stock growth was doubling Year after year or not It could take up to a year To multiply.
But growth The profits were faster So much so that after General, despite The stock doubled, it was The assessment in reality Cheaper after a year than it was He had it a year ago.
当你审视一家公司时，无论是 Apple 还是 Meta 还是 Nvidia 还是任何 MD，或者任何其他公司，重要的是评估形势，以及它们在最近一个季度这三个月里做了什么。
When you look at a company What, whether it's Apple or Meta or Nvidia or any MD, or any other company . It is important to assess The situation, and what they did on The course of the three months Last quarter The last one.
我在 YouTube 上跟你讲过关于 Nvidia 这家公司。我跟你讲过，关于 AMD 这家公司。我无数次跟你讲过，Google 是最大的公司，也许我跟你讲过，在 Amazon 方面，它们现在是我持有的两个更大的投资标的。Nvidia 是我持有的前五大投资标的之一。
I told you that on YouTube regarding the company Nvidia. I have told you That is, with regard to the company " AMD. It has I told you that in cases Countless, Google is The largest company, perhaps I told you about it, to Amazon side, which They are now bigger Two investment centers I have.
Nvidia One of the top five I have investment centers.
但对于 Alphabet、Amazon、Nvidia、AMD 和 Broadcom，这些是真实的业绩和真实的现金流，持续实现同比增长。即使它们现在没有获得足够的升值，它们最终会在未来得到结果。
But with Alphabet Amazon, Nvidia, AMD and Broadcom, these Real results and flows Actual cash flow continues in Year-on-year growth. Even if they don't get it Sufficient appreciation now, They will get it in The end result of the future.
我们在近几年 Nvidia 身上看到了这一点，你可以公布非常强劲的利润，但这还不够，因为预期上限非常高。每个人，每一个人都在关注，都知道你会超越预测。这就是 Nvidia 每个季度的情况。
We saw it with Nvidia in In recent years, where You can advertise Very strong profits and That is not enough because the ceiling Expectations were high very. Everyone, every single one He was watching, he knew You will overcome Predictions.
This is it The situation with Nvidia in Every quarter.
Nvidia 的走势，以及 Microsoft、Apple 和 Alphabet，在大盘指数上涨或下跌中的权重将比标普 500 或纳斯达克 400 中的股票重得多。
That Nvidia's moves, and Microsoft and Apple And Alphabet will have Much heavier weight in The rise of the general index or Its decline compared to the stock Number 500 or arrow number 400.
当我审视我持有的所有股票时，除非你只持有 Magnificent Seven 的股票，比如 Amazon、Apple、Nvidia 和 AMD 等等，
When I look To all the shares that I own it, unless it is You only own shares of The Magnificent Seven" like Amazon, Apple, and Nvidia And AMD and others,
你看 Nvidia，它的市盈率为 19，偏弱。
You She looks at Nvidia, which It is trading at a price-to-earnings ratio of 19 Weakness.
Nvidia 上涨了 22%。
Nvidia is up by a percentage 22%.
至于 Nvidia，它的价值随时间增长，我以每股不到 200 美元的价格收集了许多股票。那么，让我们查看一下，Nvidia 现在处于什么位置？在我们网站的评估上。让我们输入名字。
我们得到了 82 的评级。哈，结果就在你面前。评级 82，这是非常强劲的结果，而且股价上涨了 23%。
As for Nvidia, Its value has increased Over time, I have collected Many shares at a price Less than $200 per share. So, let's check and see. Where does Nvidia stand now? On our website for evaluation.
Let's write the name. We reached a rating of 82. Ha The result is before you. Rating 82, which is a result Very strong, and the arrow It increased by 23%.
然而，当我看 Broadcom、Nvidia，以及……AMD 和 Alphabet、Amazon 时，从各方面衡量，这都是一家根基稳固的公司，对吧？
However, When I look at " Broadcom, Nvidia, and... AMD and Alphabet Amazon, it is a company Firmly established by all measures, Good?
这个频道对 $NVDA 的历次判断
Mark Roussin, CPA 在这只股票上共 3 条判断，这里只列相邻的几条。