Mark Roussin, CPA 对 $NVDA 的判断变化

2026-09-29看涨
《Nvidia Just Made a MASSIVE Move》
NVDA 拥有 2350 亿美元的回购能力,且估值具吸引力(远期市盈率 19 倍),基于其现金创造能力与资本配置信心,支撑长期看多逻辑。

Nvidia 刚刚做出了一项非常大的动作,我说的不是又一款 AI 芯片,不是与某家大型云服务提供商达成交易,也不是又一项数据中心公告。Nvidia 刚刚宣布了一项额外 1500 亿美元的股票回购计划。但这里有一点我认为被忽视了。

Nvidia has just made a very big move, and I'm not talking about another AI chip, I'm not talking about a deal with a huge cloud service provider, and I'm not talking about another data center announcement.

Nvidia has just announced an additional $150 billion share buyback program . But here's the part that I think is being overlooked.

2026-08-25看涨
《The Stock Market Is About to Get a Major JOLT》
鉴于其增长,NVDA被低估,即将公布的财报预计强劲,但若指引不及预期,股价可能下跌。

归根结底是一家公司,一家将影响整个行业的公司,而这家公司恰好就是英伟达。本周三,英伟达将在收盘后公布财报,我知道你们中的许多人已经明白英伟达是最大的公司,但每个人都明白这份财报可能有多重要吗?

It comes down to one company, one company that will impact entire sectors, and that company happens to be Nvidia. This Wednesday, Nvidia will report earnings after the bell, and I know many of you already understand that Nvidia is the largest company, but does everyone understand just how important of a report this could be?