$NVDA · Meet Kevin · 2026-11-09
Nvidia 极其便宜，PEG 为 5，而 Broadcom 为 6，且 Nvidia 的抛售被夸大了。说话者持有该股，并且非常看好逢低买入。
逐段跳播
Nvidia 正试图收复 6% 的跌幅。显然，Jensen 那件事很糟糕，但你能看到人们在逢低买入。所以，大部分痛苦发生在盘后和盘前，而开盘市场则在逢低买入 Nvidia。
Nvidia is trying to regain its 6% loss. Obviously, the Jensen situation's terrible, but you could see that people are buying this dip. So, most of the pain happened here in post and pre-market. uh whereas the open market is buying the dip on uh on Nvidia.
是啊，Nvidia。Nvidia 的 PP 非常大。非常大。我真的是 Nvidia 的超级粉丝。而且这次回调非常可行。
Yeah, Nvidia. Nvidia has very large PP. Very large. Like really big fan of uh of Nvidia. And the dip is very viable.
哦耶，老兄。我们要突破 675 了，宝贝。冲啊。太棒了。太精彩了。
Oh yeah, dude. We are breaking through 675, baby. Let's go. That's great. That is fantastic.
哦对，是 Nvidia。Nvidia 表现怎么样？Nvidia 上出现了一些逢低买入。Nvidia 在哪？在这儿。啊，它又回落了一点。看看这个。现在正好回到 VWAP。刚才它涨得挺不错的。
Oh yeah, is Nvidia. How's Nvidia doing? There was some buy the dip going on on Nvidia. Where is Nvidia? There it is. Ah, it's come down again a little bit. Look at that. Right back to VWAP right now. It was rising pretty nicely there.
有时候我们聊了很多很多关于 Nvidia 的内容。我大概已经讲过了。
Times we've got a lot a lot about Nvidia. I kind of already covered that.
已经大量谈过 Nvidia 的消息了。
talked about the Nvidia news a lot.
这确实是市场上 Nvidia 的问题。
It's really an Nvidia problem in the market.
哦，Nvidia 又回到下跌 6% 了。
Ooh, Nvidia's back to down 6%.
Update 卖出了 3500 股 Nvidia。嗯，这股份可不少。3500 股，价格 173。这我算不过来。等等。3500 乘以 173。60 万。60 万。然后最后买入了 Meta。
Update sold 3500 shares of Nvidia. Well, that's a a lot of shares. 3500 at 173. I can't do the math on that. Hold on. 3500 times 173. 600K. 600K. and then ended up buying Meta.
虽然 Nvidia 不是超大规模云厂商，但它扮演着关键角色，完全同意。
while Nvidia isn't a hyperscaler it plays a key role totally agree
Nvidia 现在便宜吗？Nvidia 便宜得要命。呃，不，我认为关于 Nvidia 的那些东西被夸大了。
Is Nvidia cheap now? Nvidia is dirt freaking cheap. Uh and no, I I think the Nvidia stuff is overblown.
Roberto Ramirez 说：“我买了 5 万美元的 Nvidia，但现在亏了 10%。我该卖吗？”如果你在问这个问题，你大概率就不该买个股。
Roberto Ramirez says, "I bought 50K of Nvidia, but I'm down 10%. Should I sell?" You know, if you're asking the question, you probably shouldn't be buying single stocks.
我们非常热衷于买入这波 Nvidia 的胡闹。
We are a big fan of buying this Nvidia nonsense.
他们说他们超配 Amazon、Meta、Microsoft、SpaceX 和 Nvidia。就我个人而言，这些名字我每一个都喜欢。
They say they're overweight Amazon, Meta, Microsoft, SpaceX, and Nvidia. Me personally, I like every single one of those names.
Amazon，我持有 MA，持有 Amazon，持有 Meta，持有 Microsoft，持有 Nvidia，持有 SpaceX。这些我全都是大粉丝。
Amazon, I own MA, Amazon, own Meta, own Microsoft, own Nvidia, own SpaceX. Big fan of all of these.
然后人们问我，那 Nvidia 呢，兄弟？Nvidia 现在的 PEG 大概是 5。Broadcom 大概是 6。便宜得要命的股票。
And then people ask me about like what about Nvidia, bro? Nvidia is trading at like a five peg right now. Broadcom's at like a 6. Dirt cheap stocks.
这个频道对 $NVDA 的历次判断
Meet Kevin 在这只股票上共 40 条判断，这里只列相邻的几条。