预计NVDA股价将在未来2-3年内腰斩。市场认为英伟达在提高芯片价格,但随着新一代产品到来,旧芯片将变得更便宜;其持股也过于广泛,使其在标普中的集中度令人担忧。他已退出,预期会下跌,尽管崩盘似乎已不再迫在眉睫。
逐段跳播
标普将下跌30%,Nvidia的股价将在未来2到3年内腰斩。
The S&P will fall 30% and Nvidia's share price will halve in the next 2-3 years.
我退出了Nvidia。我认为它大概率会下跌。大家都在某种程度上等着那次崩盘。但看起来它不再来了。而且在芯片方面,Nvidia在欺骗别人、收取更高的价格。最终,随着新一代芯片到来,老芯片会越来越便宜。
Nvidia的市值将在未来2到3年内腰斩。而且它在每个人的投资组合里,可能还不止一个地方,这就是我们担心的原因。
I got out of Nvidia. I thought it was probably going to fall. Everyone is kind of waiting for that collapse. But it doesn't seem to be coming anymore. And Nvidia is cheating others and charging higher prices when it comes to chips.
Eventually, as new generations of chips arrive, older chips will become increasingly cheaper. Nvidia's value will halve in the next 2-3 years. And it's in everyone's portfolio , probably in more than one place, which is why we're worried.
现在排名前两位的股票,Nvidia占8%,苹果约占6%,合计占标普500指数的13%。
Now the top two stocks, Nvidia at 8 percent and Apple at about 6 percent, account for 13 percent of the S&P 500.
买Nvidia,或者买房地产,
buy Nvidia, or buy real estate,
这个频道对 $NVDA 的历次判断
Wealthion 在这只股票上共 2 条判断,这里只列相邻的几条。