NVDA 是短期和长期持仓；尽管过去一年大部分时间横盘，其长期逻辑未变。数据中心不会消失，从现在到 2030 年全球支出预计接近 6 万亿美元；NVDA 提供 AI 基础设施，在芯片之外还具备软件与网络优势。
逐段跳播
你也看好 Nvidia。Nvidia 是一个非常有意思的案例，因为它在过去十二个月的大部分时间里都在横盘震荡，但如果你看分析师的评论，整体逻辑，Nvidia 的长期逻辑，从根本上并没有改变。
那么，你怎么看 Nvidia？对你来说它是短期投资、长期持有，还是两者兼有？
And you love Nvidia too. Nvidia is a very interesting case because it has traded sideways for a large part of the past twelve months, but the overall thesis, Nvidia’s long-term thesis, remains fundamentally unchanged if you read the analysts’ comments.
So, how do you view Nvidia? Is it a short-term investment for you, a long-term holding, or both?
我认为这是两者的结合。我认为你应该关注人工智能方面的支出，但你看，数据中心不会消失。从现在到2030年，我们预计全球将在数据中心上投入近6万亿美元。其中大约一半将花在美国，甚至还有关于建设更多数据中心的讨论，以及超出2027年之后预期投资的扩张。
因此，Nvidia 为所有这些扩张提供了背后的计算基础设施。各国的真正优势不止在于芯片，而在于软件、网络和集成系统，帮助客户大规模部署人工智能。所以，它在某种程度上成了一种 AI 设施，或者说，找不到更好的说法，就是人工智能的教父。
Well, I think it's a combination of both. I think you should keep an eye on spending on artificial intelligence, but look, data centers aren't going away. We are looking to spend nearly $6 trillion globally between now and 2030 on data centers.
About half of that will be spent here in the United States, and there is even talk of more data centers, and of an expansion that goes beyond even the investments expected after 2027.
Thus, Nvidia provides the computing infrastructure behind all this expansion. Nations, whose true advantage goes beyond mere chips. It's in the software, networks, and integrated systems to help customers deploy artificial intelligence on a large scale.
And so, they became something of an AI facility, or, you know, for lack of a better term, the godfather of artificial intelligence.
哦，是的，这个说法肯定在用。你刚才说的是“设施”，关于 Nvidia 如今变成了什么样的公司，已经有很多讨论，因为它确实在扩大自己在构建整体 AI 基础设施方面的覆盖范围。
Oh yes, I mean, that term is definitely in use. And you were talking about a "facility," I mean, there's been a lot of discussion about what kind of company Nvidia has become now, as they're really expanding their reach in building the overall AI infrastructure.
这个频道对 $NVDA 的历次判断
Schwab Network 在这只股票上共 34 条判断，这里只列相邻的几条。