过去一年半里，NVDA 每次测试 100 日和 200 日均线这一水平时，都是绝佳的买入机会。Neocloud 买家是最大的 AI 泡沫，很可能在 6 到 12 个月内失败，这使 NVDA 处于有利位置，不过届时它又要转而向自研芯片的超大规模厂商销售。
逐段跳播
这对领先的 AI 公司意味着什么？比如英伟达、微软和亚马逊。所有这些公司都将在未来几周内公布财报。
What does this mean for leading AI companies? Such as Nvidia, Microsoft, and Amazon. All of these companies will announce their earnings in the next few weeks.
接下来看英伟达，它本周开盘报228，这并不令人意外。人工智能板块整周都承压，而英伟达以某种方式与这一切都有关联。
Moving on to Nvidia, it started the week at 228, which is no surprise. The artificial intelligence sector has been under pressure all week, and Nvidia is connected to all of that in one way or another.
另外，当我们看英伟达的财务数据时，他们大约50或60天后才会公布财报。但他们已经为新的云公司（neo cloud）专门划出了一个部分。
Also, when we look at Nvidia's financial data, they do n't announce their earnings for about 50 or 60 days . But they have already allocated a special section for new cloud companies (neo cloud).
这些新的云公司是有史以来最大的 AI 泡沫。所有这些股票很可能在未来6到12个月内失败。因此，英伟达应该处于有利位置。
These new cloud companies are the biggest AI bubble ever . All of those stocks are likely to fail over the next 6 to 12 months. Therefore, Nvidia should be in a good position.
他们会有很多客户，无论是微软、亚马逊还是谷歌，来购买他们的图形处理器，但他们有这一群体加速了采购过程，尽管这些公司中没有一家能够借到所需的钱。
They would have many customers, whether it be Microsoft, Amazon, or Google, to buy their graphics processing units , but they had this group that accelerated the purchasing process, although none of those companies would be able to borrow the required money.
Nvidia 将不得不回头去卖给大型云计算公司，而这些公司目前都在自研定制芯片，包括 Google，我们稍后会谈到它。
Nvidia will have to go back to selling to giant cloud computing companies, all of which at this stage are building their own custom chips, including Google, which we will talk about shortly.
现在，伟大的汽车制造商 Mercedes 和 Nvidia 已将其自动驾驶软件技术扩展为下一代自动驾驶系统。
Now, Mercedes, the great automaker, and Nvidia have expanded their autonomous driving software technology into a next- generation autonomous driving system .
现在，据黄仁勋说，Nvidia 表示它不需要 CoreWeave 的支持。
Now, Nvidia says it doesn't need CoreWeave support, according to Jensen Huang.
现在，Nvidia 还要再过 40 天才公布财报，但本周你已经听到了台积电和 ASML 的消息。接下来两周你还会听到 AMD 和 Intel 的消息。因此，会有迹象显示这家公司在隐藏什么。
再说一次，你现在处在 100 日和 200 日均线之间，过去一年半里 Nvidia 每次都会测试这一水平。我偶尔也会偏离这一点，但它创造了很好的买入机会。
Now, Nvidia won't announce its earnings for another 40 days, but you heard about Taiwan Semiconductor and ASML this week. You will hear news from AMD and Intel over the next two weeks.
Therefore, there will be indications of what the company is hiding. Again, here you are between the 100 and 200-day averages, every time Nvidia has tested this level over the past year and a half.
I have occasionally deviated from that, but it has created a great buying opportunity.
这个频道对 $NVDA 的历次判断
The Investor Channel 在这只股票上共 8 条判断，这里只列相邻的几条。