The Intrinsic Value Podcast发布 2026-08-13
《Ranking Mag7 Companies and AI Stocks》
$NVDA未站边
NVDA短期（1-5年）前景强劲，但因对AI的依赖和周期性，长期估值风险过高；在数十年时间跨度上被评为不确定/中性。
因为我们真的不知道，或者甚至英伟达，你知道，它也有点不同。
because we don't really know or maybe even Nvidia it's you know it's a little bit different as well.
是的，对我来说，微软可能是最接近我两个硬堆的，微软和英伟达。
Yeah, Microsoft to me is the one that probably Microsoft and Nvidia are the closest to being in my two hard piles.
最后两家公司将是苹果和英伟达。其中一个就是，如果你看财务数据和股价图表，这家公司已经存在很长时间了，但投资界真正开始谈论它是在三到四年前，差不多就是人们开始谈论英伟达的时候。
The last two companies would be Apple and Nvidia. and then one of them is you know basically if you look at the financials and also at the stock chart this company exists for a long time but really the investment world is talking about it now for three years 3 to four years that's pretty much the time that people talk about Nvidia.
