尽管 NVDA 是一家实力强劲的企业,但其上行空间有限,且多年内不会实现 2 倍至 3 倍的增长。
逐段跳播
如今 Nvidia 的预期市盈率是14倍。
Now, Nvidia today is at 14x forward earnings.
中档的是 Tesla、Nvidia、Micron,属于底层。底层并不意味着不好,但底层意味着上涨空间没那么大,或者它们已经有点见顶了。
mid-tier Tesla Nvidia Micron bottom tier. Bottom tier doesn't mean bad, but bottom tier means not as much upside or they're kind of toppy already.
另外,上周 Google 和 SpaceX 一起把四个 TPU 送上了太空,而且它们已经在实际运行了;去年还有人把一个 Nvidia H100 也送上了太空。
Also, last week, Google put four TPUs into space with SpaceX that are actually working already, and somebody stuck a um an Nvidia H100 into space as well last year.
或者当 Nvidia 在关税风波中跌到88美元的时候。这种时候你就会兴奋得不行,而这些机会总是会出现。你只需要手里握着现金,随时准备扑上去。
Or when Nvidia fell to $88 during the tariff tantrum. you just go bonkers when when the and those deals always happen. You just need to be sitting there with cash to pounce.
但有些东西会表现很好,比如 Nvidia,但它们在未来很多年里不会从这里再翻两倍、三倍,这就是危险所在。
but certain things will be great like Nvidia, but they're not going to 2x 3x from here for many years and that's the danger.
这个频道对 $NVDA 的历次判断
InvestAnswers 在这只股票上共 12 条判断,这里只列相邻的几条。