$NVDA

NVDA

NVIDIA Corporation

本窗口内的全部观点与内容

截至 10-01
09-28
Verified Investing发布 2026-09-28
《Yields Spike to 2007 Highs - Key Setups Revealed》
$NVDA看涨
NVDA 短期前景积极,低点不断抬高,预计一周内触及 $240。

最后,各位,我们来看看 Nvidia。在 Nvidia 宣布 1500 亿美元股票回购计划之后,我们怎么能不在今天收尾时聊聊 Nvidia 的消息呢?这一消息最初推动股价走高,当天收涨 1.68%,但请注意,我画出的这条上升趋势线迄今实际上一直压制着 Nvidia 所有的上涨尝试。

And finally, folks, we have Nvidia. How can we end the day without covering Nvidia news, especially after their announcement of a $150 billion share buyback program? That initially pushed the stock higher, and it closed the day up 1.68%, but note that I have an upward trend line that has effectively blocked all of Nvidia's attempts to rise so far.

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10-01
Schwab Network发布 2026-10-01
《The Big 3: NET, NOW, NVDA》
$NVDA看涨
预计 NVDA 将在本季度突破区间并创下新高;上行趋势完好。

我说过我们还有另一个话题。我们谈过“Net”和“Now”,现在我们要谈“Nvidia”。那么,让我们进入你从“三巨头”中选出的第三个。说实话,这是偶然发生的,但很有意思。今天,是的,我们谈的是“Nvidia”。

它无疑是市场上拥有大量追随者的名字,近期也表现出一定的相对强势。再一次,我认为这是一个在下个季度可能挑战交易区间上限的名字。因此,我相信Nvidia将维持这一上行周期,并可能在本季度突破区间,创下新的历史新高。

I said we had another topic. We talked about "Net" and " Now", and now we're talking about " Nvidia". So, let's move on to your third choice from the Big Three. Honestly, it happened by chance, but it's interesting.

Today, yes, we are talking about "Nvidia". It is certainly a name that commands a large following in the market, and has shown some relative strength recently. Once again, I think it's a name that could challenge the upper limit of the trading range during the next quarter.

Therefore, I believe that Nvidia will maintain this upward cycle, and is likely to break out of the range to record new record highs during this quarter.

他说在等
11月17日的财报事件
结果落在贸易协议的范围之内
11月17日财报
视财报结果相对预期的表现,支持或削弱看涨逻辑
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Parkev Tatevosian, CFA发布 2026-10-01
《4 Surprisingly Cheap Semiconductor Stocks to Buy Now in October (2026)》
$NVDA看涨
NVDA 被低估,合理价值 332 美元,对比当前 225 美元;强劲需求(已售罄至 2027 年)支撑爆发式增长与进一步买入。

如果你想到的是 Broadcom、Marvell、Qualcomm、Nvidia、AMD 和 Apple 这类公司,那么这些公司的产品至少有一部分都依赖台积电。

If you are thinking of companies like Broadcom, Marvell, Qualcomm, Nvidia, AMD, and Apple, all of these companies rely on TSMC for at least some of their products.

我接下来要重点介绍的股票是 Nvidia。Nvidia 当然是人工智能热潮中最引人注目的名字。正是这家公司凭借自己的加速图形处理器(GPU)开启了这一切,这些 GPU 使大语言模型得以优化,并创造了我们今天所看到的种种可能。

The next stock I will highlight is Nvidia. Nvidia, of course, is the most prominent name in the artificial intelligence boom. The company that started it all with its own accelerated graphics processing units (GPUs), which enabled the optimization of large language models and created the possibilities we see today.

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T3 Live发布 2026-10-01
《Scott Redler’s #630club - LIVE Premarket Stock Market Update》
$NVDA看涨
持有 NVDA 多头仓位,策略是逢低买入,因为认为该股仍有进一步上涨空间。

所以,半导体板块能否重新启动,值得关注。我仍然持有 Nvidia。对我来说,Nvidia 存在卖出失衡。它仍然在这里。它仍在积聚。我认为这一点在未来值得关注。

So, um it'll be interesting to see do the semis get back in gear. Um I'm still in Nvidia. Nvidia to me um I had a sell imbalance. It's still in here. Um it's still building. I think this is important to to watch moving forward.

现在是 10 月 1 日。可能会有一些新的资金流入。他们有回购。他们能够吸收一部分卖盘。关于未来一两年在支出等方面的乐观情绪仍然很多。

It's uh October 1. Some new flows probably come in. They have their buyback. They're able to absorb some sellers. There's still a lot of optimism about the next year or two on spending etc.

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09-30
InvestAnswers发布 2026-09-30
《📊 What a "Green" September ACTUALLY Means for October (21 Charts)》
$NVDA看涨
NVDA 处于上行趋势且利润强劲;2-3 年长期目标价为 1000 美元;倾向于在 206-208 支撑位入场。

总之,Nvidia,就是这样。是的,我说过,如你所知,这个阻力位,绿色阻力线,一直运作得很好。它偶尔会被K线突破。没有卖出信号。趋势仍然向上。这家公司的利润将继续令人惊叹。你只需要触及 236 并突破它。

我不知道这会在什么时候发生,但它会发生。我应该在这里对冲吗?不。我应该在这里买入吗?不。我会在这里卖出吗?不。这更像是一个中性区域,但我认为它还会继续上涨一段时间。

Anyway, Nvidia, that's it. Yes, I said, as you know, this resistance, the Green Line of resistance, was working very well. It is occasionally broken by the candle line . There is no sell signal.

The trend is still upward. Profits will continue to be amazing for this company. You just need to access 236 and hack it. I don't know when it will happen, but it will. Should I hedge here?

no. Should I buy here? no. Will I sell here? no. It's more like a neutral zone, but I think it will continue to rise for some time.

更早的记录
Invest with Henry发布 2026-09-30
《If You Missed Palantir... These 5 AI Stocks are Next》
$NVDA未站边
NVDA凭借高利润率和生态锁定占据主导市场地位,但面临竞争和估值风险;长期潜力存在,但需要有吸引力的入场价格。

今天,我将谈谈 AMD、Broadcom、Amazon、Meta 和 Nvidia。

Today , I will talk about AMD, Broadcom, Amazon, Meta, and Nvidia.

Nvidia 主导着这个市场,但 Microsoft、Meta 和 OpenAI 这样的公司并不一定希望所有的计算需求都依赖单一供应商。

Nvidia dominates this market, but companies like Microsoft, Meta and OpenAI don't necessarily want to rely on a single supplier for all their computing needs.

Nvidia 拥有成熟的软件系统、庞大的客户关系,以及来自人工智能的规模大得多的收入。

Nvidia has a well-established software system, huge customer relationships, and much larger revenues from artificial intelligence.

他说在等
数据中心的增长、毛利率、来自专用细分领域的竞争,以及AI基础设施的实际使用情况
关注这些指标的变化
持续进行中财报和行业数据
强劲增长和利润率维持支撑看涨逻辑;竞争加剧或利润率承压则削弱该逻辑
更早的记录
Schwab Network发布 2026-09-30
《The Big 3: NVDA, BE, SPCX》
$NVDA看涨
在黄仁勋领导下,Nvidia 采取中立的“为一切提供动力”战略,使其成为具吸引力的长期持有标的。

带我们看看 Nvidia,以及你现在怎么看 Nvidia。很难不彻底爱上 Nvidia,因为 Jensen Wang。你知道,我一直是那个开源 AI 的人,我几乎每周都在谈这件事。

我们看到 Daario 和 Sam Alman、Open AI 和 Anthropic 一直在做的事。而 Nvidia 走的是另一条路。显然 Nvidia 和 Open AI,或者说抱歉,Open AI 和 Anthropic 需要 Nvidia,但 Nvidia 就像是,嘿,我们只想为它提供动力。

这让我想起它令人兴奋的地方在于,我经历过 PC 时代,我的第一桩生意其实就是组装 PC,我知道这在今天听起来可能有点奇怪,但我们过去会把它们拼装起来,按订单定制等等。不管是 DOS,DOS 是微软的,DOS 就像是让计算机对所有人都变得可用的那种方式。

然后当然是 Windows,尤其是 Windows 3.11,它起飞了。Windows 95,等等。所有这些硬件供应商,他们就像是,嘿,我们不在乎你运行什么操作系统。只要买我们的硬件就行,而我们知道那就是 Nvidia。

我就是喜欢 Jensen Wang 处理这件事的方式,他就是在说,嘿,我们会支持一切。我们会为这一进程提供动力。

take us through Nvidia and how you're looking at Nvidia right now. Uh, you know, it's just hard not to absolutely love Nvidia, you know, because of Jensen Wang. I mean, you know, I know I've been I'm I'm like the open-source AI guy.

I talk about it pretty much every week. I mean, we see what you know, Daario and Sam Alman, Open AI and Anthropic have been doing. And, you know, Nvidia is taking that different approach.

Now obviously Nvidia and Open AI or I'm sorry open AI and anthropic need uh Nvidia but you know Nvidia is just like hey we just want to power it and and it just reminds me what's so exciting about it is you know I lived through the PC era my first business was actually building PCs I know that might sound weird in these days but we used to bolt them together custom order and everything and you know whether it be DOSs and you know DOSs was Microsoft DOSs was like this way that made the computer accessible to everyone.

Then of course, Windows, you know, Windows 3.11 particularly, you know, it took off. Windows 95, so on. And all of these hardware providers, they were like, "Hey, we don't care what operating system you run.

Just buy our hardware and we know that that is Nvidia." And I just love the way that Jensen Wang is approaching it is just saying, "Hey, we're going to support everything. We're going to power this move."

更早的记录
Parkev Tatevosian, CFA发布 2026-09-30
《My Top Stock to Buy Now in October (2026)》
$NVDA看涨
NVDA 是首选买入标的;2350 亿美元回购缩减股本,一体化 AI 技术栈与供应主导地位驱动增长,14.6 倍远期市盈率相较标普 500 平均水平具备上行空间。

我原以为自己对比亚迪的股票已经过于乐观了。我把它评为今年最值得买入的股票。我的投资组合中持有英伟达股票。它是我最大的金融中心之一,我正准备买入更多。

I thought I was being overly optimistic about Nvidia's stock. I have ranked it as the best stock you can buy this year. I own Nvidia stock in my investment portfolio. It is one of my largest financial centers, and I am preparing to buy more of it.

所以,我原以为自己是英伟达股票最乐观的投资者之一。但今天,9月28日,英伟达管理层宣布了额外1500亿美元的股票回购授权,这意味着他们将在此金额之外,再加上剩余的850亿美元授权,购买更多英伟达股票。

So, I thought I was one of the most optimistic investors in Nvidia stock. But today, on September 28, Nvidia's management team announced an additional $150 billion share buyback mandate, meaning they will purchase additional Nvidia shares for that amount, in addition to their remaining $85 billion mandate.

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