$NVDA · InvestAnswers · 2026-11-04
NVDA 在经历 4 月动荡和 7 月 196 处一日跌破后，突破 204 的 200 日均线，使 199 很可能是笔赚钱的交易，年底上涨也很有可能；其产能已售罄至 2027 年，Vera Rubin 芯片供不应求，因此应持有股票。
逐段跳播
Nvidia 下跌1%，Broadcom 下跌1%，TSMC 下跌0.5%，Micron 下跌4%。
Nvidia fell 1%, Broadcom 1 %, TSMC half a percent, and Micron fell 4%.
TSMC 上涨30%，Solana 下跌23%，Ethereum 下跌18.7%，Tesla 下跌14%，而 QUOS 上涨12%，Nvidia 上涨8%，等等。
TSMC rose 30%, Solana fell 23%, Ethereum 18.7 %, Tesla 14%, while QUOS rose 12 %, Nvidia 8%, and so on.
但那些预测错了：Marvell、Altrix、Micron、Nvidia、Palantir、Bitcoin……
But the predictions that were wrong: Marvell, Altrix, Micron, Nvidia, Palantir, Bitcoin...
Nvidia 也是，说到200日移动平均线，这是你今天能从视频里带走的最重要的一点：不要忽视200日移动平均线。如果有一个处于上升趋势的板块，比如AI交易，而你看到优秀的资产跌到200日移动平均线下方，你简直可以闭着眼睛买。
不需要担心其他任何事情。因为它不会在那里停留太久。如果你看看 Nvidia 的历史，它经历了4月的动荡并跌破了200日水平。7月，它突破这条均线大约一天，那是在196的水平。现在我们又在204的水平再次突破它。
我认为199这个价格很有可能是一笔赚钱的交易，并且它会在年底前再次上涨。再说一次，Nvidia 已经卖光了直到2027年的全部产量。股票没了。如果你想买一颗 Vera Rubin 芯片，祝你好运。
你付多少钱都拿不到。股票真的卖光了。这正是让投资新手感到困惑的地方。他们说：“你说所有这些AI的东西都很棒。一切都卖光了，估值惊人，而且不是泡沫。”然后他们看到价格下跌，就不明白为什么。
原因——我为今天激动的发言道歉——是市场是非理性的。投资者是情绪化的。当你有数据支持你的决定时，你就没事。这正是让你能经受这些风暴的东西。所以，拿住这些股票。
Nvidia also, speaking of the 200-day moving average, this is one of the most important points you can take away from today's video: Don't ignore the 200-day moving average. If there is a sector in an uptrend such as AI trading, and you see excellent assets below the 200-day moving average, you can literally close your eyes and buy.
There's no need to worry about anything else. Because it doesn't stay there for long. If you look at Nvidia's history, it faced the April turmoil and broke the 200-day level. In July, it broke through this average for a day or so, and that was at the 196 level.
Now we are breaking through it again at 204. I think there is a good chance that the 199 price will be a winning trade and it will rise again by the end of the year. Once again, Nvidia has sold out its entire production until 2027.
The stock is gone. If you want to buy a Vera Rubin chip, good luck. You cannot get it no matter how much money you pay. The stock is literally sold out. This is what is truly confusing for people who are new to investing.
They say, "Well, you're saying all this AI stuff is great. Everything's sold out and the valuations are phenomenal and it's not a bubble." Then they see prices go down and they don't understand why.
Well, the reason for that—and I apologize for my impassioned speech today—is that the markets are irrational. Investors are emotional. When you have data to support your decision, you'll be fine.
This is what will enable you to weather these storms. So, hold on to these shares.
这个频道对 $NVDA 的历次判断
InvestAnswers 在这只股票上共 19 条判断，这里只列相邻的几条。