基于32倍市盈率估值及芯片需求与指引，NVDA是最佳投资机会。
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我们知道英伟达的财报已经发布。这将如何影响今天的走势？
we know the earnings for Nvidia is out. How is that going to play into moving today?
英伟达、特斯拉和 Palantir 是常见的重仓股。
And Nvidia, Tesla, and Palanteer are the usual top holdings.
英伟达昨日收盘价为 2066，下跌 1.59%。按顺序从英伟达一直排到 SpaceX、Palantir、AMD 和特斯拉。
Nvidia closed yesterday 2066 down 1.59%. in order down there from Nvidia all the way down to SpaceX, Palunteer, AMD, and Tesla.
英伟达业绩超预期并上调了指引。散户喜欢它的原因。你们可以看到发生了什么。他们业绩超预期并上调了指引。这是关键所在。当他们上调指引时，就给股价上涨提供了机会。
Nvidia beat and guided higher. Why retail loves it. You guys can see what's going on. They beat and guide it higher. That's the big thing. When they guide higher, it gives the stock a chance to run.
让我们看看英伟达的表现如何。大幅上调指引后跌至 204，但现在资金重新涌入，基本持平。我预计它会波动，而且令人惊讶的是，我刚告诉你们它们表现不佳、上涨甚至持平为 0。现在它正在小幅上涨。
Let's take a look uh at Nvidia and see how it it's doing. massive guidance higher and dropped all the way down to 204, but now piling back in basically flat. I would expect it to move and it's amazing how I just told you they beat down up even flat 0. Now it's moving up a little bit.
风险在于，它在发布财报前经历了自 2022 年以来最长的连跌纪录。但跌幅仅为 6.82%。这其实不算太糟。但这是连续七天的下跌。
The risk it went into this print on the longest losing streak since 2022. But it's only 6.82%. It's not even ain't that bad. But it's seven straight days.
超大规模云服务商正在自研芯片，分析师已将 OpenAI 的自研芯片标记为对英伟达的直接威胁。压力很大。我已经告诉过你们英伟达会卖得好。我告诉你们，对于他们拥有的最现代芯片，我相信他们处于一个可以卖出所有生产芯片的阶段。
记住，芯片不会永远使用。人们，这些公司，必须更换它们。这就是英伟达发力的地方。
Hyperscalers are building their own chips and analysts have flagged OpenAI's own chip as a direct threat to Nvidia. A lot of lot of pressure. Now, I already told you that Nvidia will sell. I'm telling you, for the most modern chips they got, I believe they're at a point where they can sell everyone that they're making. And remember, chips don't last forever. People, these companies, they have to replace them. And that's where Nvidia steps it up.
英伟达不错。32 倍市盈率很好。我喜欢。所以目前来看，就市盈率而言，英伟达似乎是最佳机会，但这取决于每个人。
Nvidia not bad. 32 PE good. I like it. So Nvidia right now seems to be the best opportunity in terms of the PE, but that's up to each person.
SpaceX 的上行空间百分比为 58%，英伟达为 46%，
percentage upside 58% for SpaceX, Nvidia 46,
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Stock Moe 在这只股票上只有这一条判断。