NVDA 过去周期性很强，但如今已是完全不同的业务。按盈利倍数看它相当便宜，但一个未指明的因素在长期构成严重的竞争威胁。
他说的是几年内
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The Acquirers Podcast发布 2026-10-15 · 1 段内容
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过去连Nvidia也非常具有周期性。确实如此。现在它已经完全是一门不同的生意了。所以我认为，如果从盈利倍数的角度看Nvidia，从盈利这一侧来看它又显得相当便宜了。但我认为从长期来看，这代表着一种严重的竞争威胁。
I mean, even Nvidia was very cyclical in the past. It was. I mean, it's a completely different business now. So I think if you look at Nvidia from a profitability multiple perspective, it looks rather cheap again in terms of the earnings side.
But I think this represents a serious competitive threat in the long run.
这个频道对 $NVDA 的历次判断
The Acquirers Podcast 在这只股票上共 2 条判断，这里只列相邻的几条。