Wealthion 对 $NVDA 的判断变化

2026-10-12看跌
《S&P 500 to 8,000? A Brutal Market Reversal Ahead | Gareth Soloway》
说话者不在当前价位追买 NVDA 股票,且未给出这一立场的理由。

推动市场的那些涨幅,集中在像 Nvidia 这样的公司身上。Nvidia 昨天也创下了历史新高,甚至今天也是。当你拿一家市值 5 万亿美元的公司来看,它实际上能超过 100 到 200 家标普公司加在一起的表现。

这意味着,那 200 家公司加起来,才相当于 Nvidia 在标普指数中的权重。

the market gains that drive it, are concentrated in companies like Nvidia. Nvidia was also at a record high yesterday, even today. When you take a company valued at $5 trillion, it literally outperforms 100 to 200 S&P companies combined.

This means that those 200 companies are equivalent to Nvidia's weight in the S&P index.