NVDA因上方阻力缺乏上行动能，应避免买入。
逐段跳播
对于那些不了解情况的人来说，因为英伟达制造世界上最好的人工智能芯片，而美国控制着英伟达被允许向中国销售的产品，我们已经看到限制措施出台，禁止向中国出口最强大的芯片。
So, for those that don't know, because Nvidia makes the best AI chips in the world and the US controls what Nvidia is allowed to sell to China, we've seen restrictions come into place banning the export of the most powerful chips to China.
特朗普在12月批准了向中国限量销售H200。这从2月份开始，数量很少。但有一个问题。美国对这些运往中国的芯片征收25%的关税。所以，还值得注意的是，英伟达最新的芯片，即Blackwell和即将推出的Rubin架构，仍然完全禁止向中国销售。
Trump approved limited H200 sales to China in December. That started in small amounts in February. There was a catch. The US is imposing a 25% tariff on these chips destined for China. So, it's also worth noting Nvidia's newest chips, which is Blackwell and the upcoming Rubina architecture, they're still completely off-limits to China.
所以，你会看到像英伟达、博通、美光、AMD、英特尔、德州仪器、亚德诺、迈威尔、高通、芯源系统、恩智浦、微芯科技、安森美和思佳讯这样的公司。这些公司将首先受到冲击。
So, you're going to find things like Nvidia, Broadcom, Micron, AMD, Intel, Texas Instruments, uh Analog Devices, Marvell, Qualcomm, uh Monolithic Power, NXP, MCHP, ON Semiconductor, and SWKS, Skyworks. These guys are going to be hit first.
现在，这很重要，这就是为什么它很重要。我认为这是最大的公司。英伟达和苹果之间很接近。所以，如果英伟达下跌，对吧？如果让我在这里换成蓝色。如果英伟达下跌，记住标准普尔500指数是按市值加权的。
这些块越大，它们代表在市值加权中的比重就越大。所以，如果英伟达下跌，它将拖累所有其他股票。
Now, this is important and this is why it matters. This, I think is the biggest company. It's close between Nvidia and Apple. So, if Nvidia goes, right? If uh let me change to blue over here. If if Nvidia goes down, remember the the the S&P 500 is market cap weighted. The bigger these blocks are, they represent how big they are in the market cap weighting. So, if Nvidia goes down, it will take everybody with it.
而且英伟达昨天上涨了8%，大概是那样？英伟达？现在，告诉我订单块不起作用，因为它被强烈拒绝了。而且我相信我昨天说过我对这次反弹不感兴趣。我看到很多人出来说，你怎么确定英伟达在这个价位应该被估值？
我不知道。我觉得在这个水平上它被估值得很好，因为价格和两周前完全一样。但这个上方阻力是一个套牢买家的区域。这些买家急于脱身，他们正在尽可能快地逃离。再说一次，订单块起作用了。
And Nvidia was up 8% yesterday, something like that? Nvidia? Now, tell me order blocks don't work because it got rejected hard. And I believe yesterday I said I wouldn't be interested in this rally. I saw a lot of people who were coming out and saying um how are you sure Nvidia should be valued at this point? I don't know. I It seems like it was valued perfectly fine at this level because it was the exact same price that it was 2 weeks ago. But this overhead resistance is an area of trapped buyers. These buyers are so desperate to get out and they're getting out as fast as they possibly can. Once again, order blocks work.
在英伟达，虽然今天下跌，但并没有下跌，对吧？我们基本上在英伟达上横盘，因为今天的价格实际上和5月份一样。所以，价格在4个月里几乎没动。让我重新表述一下。几乎没动，但波动剧烈。让我们做一点计算。
现在，当我点击这个，我所有的笔记都会显示出来，你知道的。它从峰顶到谷底下跌了20%。然后它又从谷底到峰顶上涨了大约20%，对吧？所以，虽然我们感觉什么都没发生，英伟达横盘，但实际上它先是大幅下跌，然后大幅回升，现在今天又大幅下跌了。
In In Nvidia, while it's down today, is not down, right? We're basically sitting sideways on Nvidia since price today is literally the same that it was in May. So, price has literally gone almost nowhere in 4 months. Let Let me Let me rephrase that. Almost nowhere violently. Let's Let's do a little bit of a of calculate. Now, when I click this, all my notes are going to show up, just so you know. It went down 20% from tip-to-tip. And then it went back up 20-ish percent tip-to-tip, right? And so, while we went from having it it felt like nothing going on and Nvidia going sideways, it actually was way down and then way back up and now it's way down again today.
所以，我不知道它是否会继续下跌，但它现在没有足够的力量，没有足够的能量，没有足够的动力来推高。所以，英伟达是我肯定会远离的一只股票。
So, I don't know if it's going to continue down, but it doesn't have enough power, it doesn't have enough energy, it doesn't have enough momentum to push up higher right now. So, Nvidia is one I would definitely be staying away from.
但如果你打算这样做，我刚刚做了一个关于我们刚才讨论的英伟达财报井喷的完整视频。所以，你应该点击这个来了解更多关于英伟达财报井喷的信息。
But if you are going to, I just made a whole video about the Nvidia earnings blowout that we were just talking about. So, you should click this to learn more about that Nvidia earnings blowout.
这个频道对 $NVDA 的历次判断
Christopher Uhl - OVTLYR 在这只股票上共 4 条判断，这里只列相邻的几条。