Aswath Damodaran 对 $NVDA 的判断变化

2026-10-08看跌
《Earnings, Cashflows and Stock Prices: The AI Storm blows through!》
说话者通过分批卖出清仓了 NVDA,愿意为求安心而放弃近期的上涨空间。

这场游戏里最大的玩家是谁?显然,Nvidia 是最大的受益者。

Who are the biggest players in this game? Nvidia, clearly, is the biggest beneficiary.

净利润的多少将取决于像 Nvidia 这样一家公司的净利润率,而它的利润率极高,高达 50% 甚至 60%。

The amount of net income will depend on the net profit margins of a company like Nvidia, which has incredibly high profit margins, as high as 50 or 60 percent.