NVDA 仍是最重要的 AI 公司之一，也是组合前十大持仓之一；说话者持有其股票，并将在未来继续持有。
逐段跳播
Nvidia 是人工智能革命中最大的赢家之一。毕竟，几年前正是他们掀起了人工智能的热潮。尽管我持有它的股票，而且未来还会继续持有。
Nvidia was one of the biggest winners in the artificial intelligence revolution. After all, they were the ones who sparked the artificial intelligence craze a few years ago. Although I own its shares, and will continue to do so in the future.
我本可以轻松地把 Nvidia 加进来，取代那五个核心持仓中的一个。Nvidia 仍然是人工智能革命中最重要的公司之一，在我的投资组合中也位列前十。但我想把目光投向显而易见的选择之外，因为我相信人工智能增长的下一阶段将在多个产业层面创造机会，从计算和定制芯片，到云基础设施，一直到网络和连接。
I could easily have added Nvidia and taken the place of one of those five centers. Nvidia remains one of the most important companies in the artificial intelligence revolution, and it is among the top 10 in my investment portfolio.
But I wanted to look beyond the obvious choice because I believe the next phase of AI growth will create opportunities across multiple layers of industry, from computing and custom chips, to cloud infrastructure, and all the way to networks and connectivity.
这个频道对 $NVDA 的历次判断
Mark Roussin, CPA 在这只股票上共 4 条判断，这里只列相邻的几条。