Jose Najarro Stocks 对 $NVDA 的判断变化

2026-09-28看涨
《If You Own Nvidia and AMD ... GET READY!!!》
Nvidia的大规模股票回购与产品创新彰显管理层信心,支撑对该股的看多观点。

Nvidia 和 AMD 刚刚彻底改变了人工智能市场。Nvidia 刚刚宣布了一项大规模股票回购计划。他们还宣布了在 AI 智能体安全方面的一项新创新,考虑到他们的推进速度之快,这令人印象深刻。

Nvidia and AMD have just completely changed the artificial intelligence market . Nvidia has just announced a massive share buyback program. They have announced a new innovation in the security of AI agents , which is impressive given how quickly they are moving.

Nvidia 正在改变整个市场,这让我对正在发生的事情感到非常兴奋。我们看到该股在日间上涨了约 1.7%。在盘后交易中,该股上涨了约 0.25%。

Nvidia is changing the entire market and that makes me very excited about what's happening. We see that the stock rose by about 1.7% during the day. In after-hours trading, the stock rose by approximately 0.25%.

2026-09-24看涨
《AMD Trades at 55X Forward Earnings — NVIDIA Is Under 20X》
凭借具吸引力的估值和高增长潜力,NVDA 是相较 AMD 更受青睐的买入标的。

今天我想更仔细地看看我最喜欢的两家公司,Nvidia 和 AMT。他来到这里说:“你知道吗?我们来聊聊 AMD 和 Nvidia,但你必须在节目结束时选一个。在这些价格下你会买哪一只?”

Today I want to take a closer look at two of my favorite companies, Nvidia and AMT. He came in here and said, "You know what? Let's talk about AMD and Nvidia, but you have to choose one at the end of the episode. Who would you buy at these prices?

我们会聊 Nvidia 对 AMD。不久的将来甚至可能聊聊 Nvidia 对 Broadcom。我确实知道 Nvidia 是你的最爱,尽管你也持有 AMD,而我现在、就在此刻,已经完全押注 AMD。还有几股 Nvidia。

we'll talk about Nvidia versus AMD. might even talk about Nvidia versus Broadcom in the near future. I do know that Nvidia is your your favorite although you do own AMD as well and I am now as of right now fully in AMD. Couple of shares of Nvidia.

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