$NVDA · Parkev Tatevosian, CFA · 2026-11-02
Nvidia 是说话者的第二大持仓，他愿意在当前价位附近加仓：他认为合理价值为 345 美元，而市价为 205 美元，未来上涨空间巨大，因为其 GPU 加软件构成无可匹敌的优势，尚无竞争对手接近。抵消因素是 Amazon、Meta、Microsoft 和 Alphabet 正在自研芯片，作为 Nvidia 的低成本替代方案。
逐段跳播
我接下来要重点介绍的、现在可以买入的九大股票之一是 Nvidia。你提到 Amazon 和 Meta 在人工智能上投入数千亿美元。这些钱很大一部分流向了 Nvidia，用于购买其图形处理器和人工智能技术套件。
可以说，这家公司至少领先竞争对手一步。如果你告诉我它领先竞争对手两步，我也不会反驳。该公司的图形处理器加上其软件，赋予了它无可匹敌的竞争优势，其竞争对手没有一个能接近。
The next stock I will highlight as one of the top nine stocks you can buy right now is Nvidia. You mentioned that Amazon and Meta are spending hundreds of billions of dollars on artificial intelligence.
Much of this money goes to Nvidia for its graphics processing units and AI technology suite . It can be said that the company is at least one step ahead of its competitors. If you told me that she was two steps ahead of the competition, I wouldn't argue with that statement.
The company's graphics processing units, coupled with its software, give it an unbeatable competitive advantage that none of its competitors have been able to come close to .
不过，Amazon、Meta、Microsoft 和 Alphabet 正在投资开发自己的芯片，作为 Nvidia 的替代方案。不是为了在先进技术上超越 Nvidia，而是为其客户提供一种替代方案，以更低的价格、更低的成本获得类似的技术。
However, Amazon, Meta, Microsoft, and Alphabet are investing in creating their own chips as an alternative to Nvidia . Not to outperform Nvidia in advanced technology, but to provide an alternative for its customers at a lower price to obtain similar technology at a lower cost.
顺便说一句，我将在11月晚些时候做一场直播，解读 Nvidia 的业绩，该直播仅对频道会员开放。我已经完成了这个财报季，后面还有更多，包括11月晚些时候的Nvidia。我计算出Nvidia股票的合理价值为345美元。
当前市场价格是205美元。我认为未来有巨大的上涨潜力。Nvidia是我投资组合中最大的持仓之一。我相信它是我投资组合中的第二大持仓，如果价格维持在这些水平附近，我有兴趣加仓。
By the way, I will be doing a live stream to cover Nvidia's results later in November, and it will be available exclusively to channel members. I've already finished this earnings season, and I have more to come, including Nvidia later in November.
I calculated the fair value of Nvidia stock at $345. The current market price is $205. I see great upside potential in the future. Nvidia is one of the biggest players in my investment portfolio.
I believe it is the second largest position in my portfolio, and I am interested in adding more if prices remain anywhere near these levels.
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。