$NVDA · Verified Investing · 2026-11-09
NVDA在当前价位可以买入：图表已触及多重因素构成的技术支撑，围绕黄仁勋的中国间谍丑闻只是耸人听闻、不会持续，因此消息面引发的下跌是买入机会。其约30%的直线下跌是该板块最优质公司之一遭遇的极端恐慌性抛售，不过股价可能还会再跌一点。
逐段跳播
Nvidia 的 CEO 因被曝与一名中国间谍有牵连而身处丑闻中心，同时比特币跌破了 75,000 美元这一关键支撑位。
Nvidia's CEO is at the center of a scandal after being caught with a Chinese spy, and Bitcoin loses its pivotal support level at $75,000.
尽管芯片股因 Nvidia 的相关新闻而下跌，我们仍随大盘一同上涨。
We are rising with the broader market even as chip stocks decline due to Nvidia's headlines.
比特币处于低位，黄金处于高位，原油处于低位，纳斯达克处于高位，但 Nvidia 处于低位。这些都是剧烈的波动。
You have Bitcoin low, gold high, oil low, Nasdaq high, but Nvidia low. These are sharp fluctuations.
平心而论，今天的主要驱动因素有点争议，因为 Jenson Huang 承认与某人有关系，而此人后来被证实是一名中国间谍。现实情况是，我们正目睹 Nvidia 股价大幅下跌。
To be fair, today's main driver is a bit controversial, as Jenson Huang admitted to a relationship with someone who turned out to be a Chinese spy . The reality here is that we are witnessing a sharp decline in Nvidia's stock.
我想说，这类历史上属于丑闻的新闻不会持续太久。我们并没有一个会持续追踪这类新闻的新闻周期。因此，我把这些事情视为买入机会。
I would like to say that such historically scandalous news does not last long . We do not have a news cycle that adheres to this type of news. Therefore, I view these things as buying opportunities.
如果能转到我的图表，我想在这里给你看看 Nvidia。Nvidia 的图表正下行逼近一个多重因素构成的技术支撑位。因此，基于这则新闻，我在这个位置买入 Nvidia 股票。
If we can move on to my charts, I'd like to show you Nvidia here. Nvidia's chart is descending towards a multi-factor technical support level. Therefore, I am a buyer of Nvidia shares at this level based on this news.
我再说一遍，正如我之前所说，我把这件事仅仅视为耸人听闻的炒作。显然，他们会展开调查，但这就是现阶段的现实，而现在我们已经知道了。
I repeat, I view this matter, as I said before, as mere sensationalism. Obviously, they will conduct investigations, but that is the reality at this stage and now we know.
但要点是，Nvidia 现在几乎是一路直线下跌了约 30%。从技术上讲，对于该板块中质量最好的公司之一来说，这是一种极端的恐慌性抛售局面。
But the takeaway is that Nvidia is now down about 30% in a straight line. Technically speaking , this is an extreme peak selling situation for one of the best quality companies in the sector.
现在，我很好奇，Luton，Nvidia 这边事情很多。我们是否看到这种影响传导到了亚洲市场？如果没有 Nvidia，我认为我们会看到大得多的反弹。
Now, I'm curious, Luton, you know, there's a lot going on with Nvidia. Are we seeing any transmission of this effect to Asian markets? Without Nvidia, I think we would have seen a much bigger bounce.
听着，我们身处这样一个市场：去年夏天，我讨厌持有半导体的多头仓位，当时我在大幅卖出。现在我已经到了这样一个阶段：这些恐慌性抛售的水平对我来说已经非常有吸引力。顺便说一句，这并不意味着它不能再跌一点，但当你看到 Nvidia 股票或其他标的出现这样的下跌时，它确实开始引起我的注意。
Listen, we are in a market where last summer I hated holding buy positions in semiconductors and I was selling heavily . Now I've reached a point where these peak selling levels have become very attractive to me.
By the way, that doesn't mean it can't go down a little more, but when you see such drops in Nvidia stock or other names, it really starts to catch my attention.
这个频道对 $NVDA 的历次判断
Verified Investing 在这只股票上共 31 条判断，这里只列相邻的几条。