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$NVDA
这只股票

Adam Khoo 对 $NVDA 的判断变化

频道资料 →共 2 条

Adam Khoo 自 2026-10-14 起在 2 个视频里谈过 $NVDA，最近一次（2026-11-01）为看涨。

2026-11-01看涨
《US Stocks Crash? Midterm Election Rally Dead?》
AI 摘要 · Nvidia的市盈率仅为17倍，相比Cisco巅峰时期更为便宜，因此远未达到Cisco当年的估值水平。我认为按百分比计算还有很大的上涨空间——如果Nvidia达到Cisco的水平，可能再涨400%——但我明确表示并不认为这一定会发生。

其中33%来自“七大科技巨头”，比如Amazon、Google、Meta、Nvidia等，对吧？

33% came from the " Big Seven," such as Amazon, Google, Meta, Nvidia, and others, right?

接下来我要展示的最后一张图是，人们喜欢把Cisco和Nvidia作比较，因为Nvidia被视为AI热潮的代表，对吧？它是AI热潮中最重要的公司。

Now, the last chart I'm going to show you is that people like to compare Cisco to Nvidia because Nvidia is seen as the face of the AI boom, right? It's the most important company in the AI boom.

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2026-10-14看涨
《My Stock Market Q4 Game Plan by Adam Khoo》
AI 摘要 · Nvidia 在 AI 基础设施领域领先，并在训练机器人方面扮演重要角色。它并未高估，而是被低估：内在价值 309 美元，而股价为 224 美元，按现金流折现计算约低估 27%，远期市盈率仅为盈利的 14 倍。

有意思的是，Veeva Systems，一家在软件即服务（SaaS）灾难中受到严重冲击的软件公司，上涨了35%，紧随其后的是 IPO，上涨了28%。这是一只专门针对能源和人工智能基础设施的股票。

Apple 的股价上涨了26%，这很有意思。年初大家都在嘲笑 Apple 完全没有参与任何人工智能的建设，但它上涨了26%，Nvidia 上涨了22%，Palantir 上涨了18%。

Interestingly, Veeva Systems, a software company that was badly affected during the Software as a Service (SaaS) disaster, rose 35%, followed by IPO, up 28%. This is a stock specific to energy and artificial intelligence infrastructure .

Apple's stock rose by an interesting 26% . Everyone was mocking Apple at the beginning of the year for not being involved in building any artificial intelligence at all, but it rose by 26%, Nvidia by 22%, and Palantir by 18%.

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跨洋听风