$NVDA · Verified Investing · 2026-10-26
NVDA 周五触及一条关键的上升趋势线；守住该线则上升趋势保持完好，若确认收于其下方则将跌破该趋势。NVDA 市盈率合理，是芯片交易的核心标的；Neoclouds 和 Micron 下跌之际 NVDA 守住了。若 NVDA 失守该水平，AI 股可能反弹，但顶部将就此确立，这些股票可能进入熊市。
逐段跳播
这里另一只值得关注的股票是 Nvidia。Nvidia 在周五触及了这条上升趋势线。各位，这对 Nvidia 来说是一个极其重要的位置，非常非常非常非常关键的位置，因为一旦跌破这条线，当前的上涨趋势就被打破了，而现在它还在勉强撑住。
今天它小幅反弹了一点。接下来这一天或几天里，我们会不会看到它收在这条线下方并得到确认？大家要密切关注。在我看来，至少对我来说，如果这条线被跌破，那将是件大事。
Another stock to keep an eye on here is Nvidia. Nvidia is on Friday tagged this ascending trend line. This is a huge level for Nvidia, guys. huge huge huge huge level because if it breaks this the uptrend is broken right now it's still hanging in there.
It's bouncing today a little bit. Do we get a close with confirmation below this line? Watch that closely in the coming day or days folks. This would be big if this breaks to me at least.
你知道，Nvidia 目前的市盈率其实非常合理。它算是一只市值5万亿美元的芯片股，是芯片交易的核心，而你看到 Nvidia 周边的东西在崩塌，比如 Neoclouds，还有存储类的其他名字，STX、WDC 都回落了很多。
甚至 Micron 也大幅回落了。但到目前为止，Nvidia 一直撑住了。
You know you have Nvidia which by the way is trading at a very reasonable price toearnings ratio. Um, it's kind of being a $5 trillion chip stock, it is the core of the chip trade and you're seeing things around Nvidia collapse like the Neoclouds, other names like the storage names, STX, WDC have come in a lot.
Um, even Micron has fallen back a lot. But Nvidia has held so far.
如果这一点消失了，那么在我看来，这并不意味着我们不会在 AI 股票上看到惊人的反弹，但到那个时候，你绝对得说，好吧，顶部已经形成了，就是几个月前 Micron 之类的股票走出那些高点、出现那些K线的时候。
现在，这些名字大概率正走向熊市。而这正是这个市场可怕的地方，因为有太多东西建立在这个论点上——牛市、AI 交易永远不会结束。那么，你猜怎么着？Nvidia 最好在这里守住。最好守住，否则情况就很不妙了。
If that goes away, then in my opinion, it doesn't mean we're not going to get amazing bounces on the AI stocks, but it absolutely at that point, you have to say, okay, the top was put in when all these these these candles uh on like Micron back months ago made those highs.
Now, we're probably headed towards a bare market in those names. And that's the scary thing for this market because so much has been built on that thesis, the bull market, the AI trade never kind of ending.
Well, guess what? Nvidia better hold it here. Better hold it or things are looking dire.
这个频道对 $NVDA 的历次判断
Verified Investing 在这只股票上共 31 条判断，这里只列相邻的几条。