Nvidia目前位于100日与200日均线之间，历史上这是买入该股的好时机，在约一个月后的财报前偏向看涨；350亿美元符合出口规定的GPU订单，加上中国可能放松限制，将切实提升EPS。
逐段跳播
而当我们讲到今天视频里的“Nvidia”部分和其他部分时，我们会看到，与这些数据中心相关的融资正变得越来越困难、越来越紧张。
and when we get to the "Nvidia" section and the other sections in today's video , we will see that funding related to these data centers is becoming increasingly difficult and tight .
超过了 Nvidia——过去两年它曾把这一头衔让给 Nvidia 和 Microsoft
surpassing Nvidia, after losing the top spot to Nvidia and Microsoft over the past two years
再看 Nvidia，本周开盘报2:15，该股本周下跌约2%，至2:11。与此同时，我相信 Jensen Huang 本周出席了 GTC 活动。那大概是在德国。他说：“看，资本短缺正在阻碍新兴云公司的增长。”
对于任何离开 Twitter、不再对这些新兴云公司做表面分析的人来说，这都不足为奇。
Turning to Nvidia, the week began at 2:15 and the stock has fallen by about 2% this week to reach 2:11. This comes as Jensen Huang was at, I believe, the GTC event this week. That was probably in Germany.
He says: "Look, there is a shortage of capital that is hindering the growth of emerging cloud companies." This is not surprising to anyone who steps away from Twitter and leaves the superficial analysis of these emerging cloud companies.
现在，有一些传言称 Nvidia 可能会提供资金支持。我不知道 Oracle 是否一定算作云初创公司。他们有一块庞大的软件业务，能产生大量自由现金流，但他们可能会支持 Oracle 的数据中心，这实质上意味着如果 Oracle 自己无力承担，他们就会为那些数据中心保证融资。
Now, there are some rumors that Nvidia may offer financial support. I don't know if Oracle is necessarily considered a cloud startup company . They have a large software business that generates a lot of free cash flow, but they may support Oracle's data centers , which essentially means they guarantee funding for those data centers if Oracle is unable to do so .
Nvidia 目前已有350亿美元的订单，针对符合出口限制的新型图形处理器。正如你们大多数人知道的，他们显然在向北美每一个能筹到钱购买这些设备的云服务提供商销售，但美国政府实际上并没有限制中国公司购买这些产品。
事实上，是中方政府不想让他们买。看起来中国可能正在放宽一些限制。我的意思是，350亿美元，即使对 Nvidia 这样规模的公司来说，也会对每股收益产生实实在在的影响。
Nvidia now has $35 billion in orders for new graphics processing units that comply with export restrictions. As most of you know, they are obviously selling to every cloud service provider that can raise money for these units here in North America, but Chinese companies were not actually restricted from buying them by the U.S. government.
In fact, it was the Chinese government that did not want them to buy it. It appears that China may be easing some restrictions. I mean, $35 billion, even for a company the size of Nvidia, would make a tangible difference in terms of earnings per share.
但他们有 Nvidia 在背后撑腰。
but they have Nvidia in their back pocket.
Nvidia 还要过一段时间才会公布财报。所以，显然有所有这些科技公司，但你会听到 AMD 的消息，听到 Intel 的消息，还会听到一些规模较小的公司，比如 Marvell。
它们都公布了财报，然后 Nvidia 和 Broadcom 大约在同一时间公布，实际上大约是一个月后。你看，你现在处于100日均线和200日均线之间。从历史上看，而且一段时间以来，这一直是买入 Nvidia 股票的好时机。
Nvidia will not be announcing its earnings for some time. So, you obviously have all these tech companies, but you hear news from AMD, you hear from Intel, and you hear from some of the smaller companies, like Marvell.
They all announce their earnings, and then Nvidia and Broadcom announce at roughly the same time, about a month from now in fact. Look, you are between your 100-day average and your 200-day average.
Historically, and for a period of time now, this has been a good time to buy Nvidia stock.
这个频道对 $NVDA 的历次判断
The Investor Channel 在这只股票上共 9 条判断，这里只列相邻的几条。