$NVDA

尽管 NVDA 体量庞大且增长迅猛,却看起来像一只价值股:其未来盈利倍数为二十几倍,过去十二个月约为 23 倍,因此说话者认为其存在真实价值,并预计市场会随着时间推移以更高价格对其重新估值。

看涨他说的是几年内
《Thatcher: NVDA New Value Stock, Bullish on MSFT & GOOGL, Broader SPX Will Rally》
Schwab Network发布 2026-10-20 · 3 段内容
03:35/ —打开原视频

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3 段内容

当你想到像Nvidia这样一家公司的体量时,你是喜欢Nvidia的,对吧?回到关于Nvidia的那一点,我认为Nvidia是一个很好的例子,说明了我们在市场上看到的股价与那只股票的真实价值之间的差别。

When you think about the size of a company like Nvidia, you like Nvidia, don't you? Returning to the point about Nvidia, I think Nvidia is a great example of the difference between the stock price we see in the market and the true value of that stock.

由于它们的巨大增长,你实际上可以看到它们未来的盈利倍数——取决于怎么计算、看的是哪些分析师的预测——在二十几倍的中段。过去十二个月,大约是23倍。

Because of their massive growth, you can actually see their future earnings multiple, depending on how it is calculated and the analyst forecasts you look at, in the mid-twenties.

In the past twelve months, it has been about 23 times.

我认为我实际上在这类标的上看到了一些价值。我相信随着时间推移,市场很可能会以更高的价格对它重新估值。

I think I actually see some value in a name like that. I believe that over time the market is likely to revalue it at a higher price.

这个频道对 $NVDA 的历次判断

Schwab Network 在这只股票上共 33 条判断,这里只列相邻的几条。

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