$NVDA · Stock Moe · 2026-11-09
NVDA 营收达到约一万亿美元只是时间问题，而非是否会发生的问题；这一判断得到两项因素支撑：到 2026 年 12 月实现 1000 亿美元的目标年化营收，以及自 2027 年上半年起 400 亿美元的 GPU 租赁付款；一万亿美元营收大约在五年后实现。若营收达到一万亿美元，其股价将远高于当前水平。
逐段跳播
2027年上半年，Nvidia 400亿美元的图形处理器（GPU）租赁付款将开始，算力的发展节奏会加快。2026年12月，目标年化营收达到1000亿。我们各方面都有资金流。他们有好的东西。
营收迈向接近一万亿美元的道路。这不是“会不会”的问题，而是“什么时候”能到的问题。你准备好了吗？总营收。看红色那条，超级智能就在那里，是其中很大的一部分。它会继续发展通信和太空业务。
而随着它不断上升，砰、砰、砰、砰，五年之后，我们应该能达到那一万亿美元的营收。我认为问题不是“这会不会发生？”，而是“什么时候会发生？”。如果它今天就能做到一万亿，股价会是多少？
那绝不会接近现在的水平，而是会高得多、多得多、多得多。啊，这就是我们在看的。
In the first half of 2027, Nvidia's $40 billion graphics processing unit (GPU) lease payments will begin, and the pace of computing will accelerate. December 2026, target annual revenue rate of 100 billion.
We have financial flows from all sides. They have good things. The road to revenues approaching one trillion . It's not "if," but "when" they will get there . Are you ready? Total revenue.
Look at the color red, the superhuman intelligence is there, a huge part of this. It will continue to develop communication and space. And as it goes up, boom boom boom boom , five years from now, we should be able to reach that trillion dollars in revenue.
I don't think the question is "will it happen?" but rather "when will it happen?" If it were making a trillion today, what would the share price be? It won't be close to its current level, it will be much, much, much higher. Ah, that's what we're looking at .
观察点
这个频道对 $NVDA 的历次判断
Stock Moe 在这只股票上共 5 条判断，这里只列相邻的几条。