$NVDA · Parkev Tatevosian, CFA · 2026-11-01
尽管股价大幅上涨，Nvidia 仍被低估，因为利润和现金流的增长快于股价。说话者给出的每股 345 美元价值对比当前的 218 美元，意味着未来 12 至 18 个月有超过 58% 的上涨空间；他将其列为当前可买入的最佳股票，并作为最大持仓之一持有，可能在 2026 年底前继续加仓。
逐段跳播
幸运的是，作为当前 AI 热潮的主要受益者之一，Nvidia 的估值仍然偏低。尽管股价大幅上涨，但它依然被低估，因为公司的利润和现金流增长速度超过了股价的涨幅。
Fortunately, Nvidia, one of the major beneficiaries of the current AI boom, is still undervalued. Despite the significant increase in the share price, it is still undervalued because the company's profits and cash flows have grown at a faster pace than its share price.
根据我的估算，我计算出 Nvidia 股票的每股价值为 345 美元。而今天你可以用 218 美元买到 Nvidia 股票。这意味着 Nvidia 股票在未来 12 到 18 个月内有望上涨超过 58%。
Based on my estimates, I have calculated the value of Nvidia stock to be $345 per share. You can get Nvidia stock today for $218. This leaves potential for an upside of over 58 % over the next 12 to 18 months for Nvidia stock.
事实上，在我跟踪的所有公司中，我把 Nvidia 评为目前最值得买入的股票。我个人的投资组合中持有 Nvidia 股票。它是我投资组合中最大的持仓之一。
In fact, I've ranked Nvidia as the best stock you can buy right now out of all the companies I follow. I own Nvidia shares in my personal investment portfolio. It is one of the largest centers in my portfolio.
事实上，我将在 11 月底做一场直播，解读 Nvidia 的业绩。
In fact, I will be doing a live stream to cover Nvidia's results at the end of November.
我非常看好 Nvidia 股票，如果我在 2026 年底之前加仓 Nvidia，我也不会感到意外。
I am very bullish on Nvidia stock, and I wouldn't be surprised if I added more to my position in Nvidia before the end of 2026.
当然，如果你对人工智能感兴趣，你肯定会对 Nvidia 公布季度财务业绩时的表态感兴趣。我非常期待评估这些数据。
Of course , if you are interested in artificial intelligence, you will certainly be interested in what Nvidia will say when it announces its quarterly financial results . I am eagerly looking forward to evaluating those figures.
这个频道对 $NVDA 的历次判断
Parkev Tatevosian, CFA 在这只股票上共 25 条判断，这里只列相邻的几条。