$NVDA · Adam Khoo · 2026-11-01
Nvidia的市盈率仅为17倍，相比Cisco巅峰时期更为便宜，因此远未达到Cisco当年的估值水平。我认为按百分比计算还有很大的上涨空间——如果Nvidia达到Cisco的水平，可能再涨400%——但我明确表示并不认为这一定会发生。
逐段跳播
其中33%来自“七大科技巨头”，比如Amazon、Google、Meta、Nvidia等，对吧？
33% came from the " Big Seven," such as Amazon, Google, Meta, Nvidia, and others, right?
接下来我要展示的最后一张图是，人们喜欢把Cisco和Nvidia作比较，因为Nvidia被视为AI热潮的代表，对吧？它是AI热潮中最重要的公司。
Now, the last chart I'm going to show you is that people like to compare Cisco to Nvidia because Nvidia is seen as the face of the AI boom, right? It's the most important company in the AI boom.
是的，这有可能发生。也许会，但不是现在。我不这么认为，对吧？Nvidia在当时上涨了1000%，比Cisco略多一点，好吗？
Yes, it could happen. It might, but not now. I don't think so, right? Nvidia at this point in time was up 1000%, a little more than Cisco, okay?
而Nvidia上涨了1000%。所以，如果Nvidia涨到4000%，我不是说它一定会，但Nvidia有可能从当前水平再翻两番吗？也许。没人知道。所以我想说的是，从百分比涨幅来看，可能仍有很大的上涨空间。
And Nvidia went up 1000%. So, if Nvidia gets to 4000%, I'm not saying it will, but could Nvidia quadruple from here? Maybe. Nobody knows. So, what I'm saying is, there could still be a lot of upside potential based on percentage gains.
Nvidia目前的市盈率只有17倍。所以，与Cisco相比，Nvidia实际上相当便宜。好吗？所以，我们离Cisco的水平还差得远，而如果Nvidia达到Cisco的水平，从当前水平可能还有400%的涨幅。
我不是说这一定会发生，只是提出一个值得思考的点。
Nvidia's current price-to-earnings ratio is only 17 times. So, Nvidia is actually pretty cheap compared to Cisco. Okay? So, we're nowhere near Cisco's level, and if Nvidia were to reach Cisco's level, there could be another 400% gain from the current level.
I'm not saying this will happen, but I'm putting something to think about.
这个频道对 $NVDA 的历次判断
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