NVDA基本面健康；其高净利润反映了真实的经营收益而非资产重估，且以合理的17倍远期市盈率交易。
逐段跳播
说到为什么每个人都讨厌英伟达？我不知道，我没意识到有这回事。
talking about why does everyone hate Nvidia? I didn't I wasn't aware that that was a thing.
说到英伟达，不，英伟达看起来实际上健康得多。我们上周讨论过的一张图表，埃德·齐特龙刚刚碾压过的，是英伟达的盈利，过去12个月的净利润，与亚马逊、苹果相比。我说：“天哪，这太了不起了。”
他说：“不，不是的。不，不是的。这不是真的。这都是加价。”我说：“不，不是的。这不是加价。”我们看了营业利润。图表完全一样。英伟达的营业利润，即业务实际产生的利润。
Speaking of Nvidia, uh, no, Nvidia looks actually much healthier. One of the charts that we spoke about last week that Ed Zitron just steamrololled over was Nvidia's earnings, net income over the last 12 months compared to Amazon, uh, compared to Apple. And I said, "Holy [ __ ] this is remarkable." And he go, "No, it's not. No, it's not. It's not real. It's all the markups." "No, it's not. It's not the markups." We looked at operating earnings. It's the exact same chart. Operating earnings for Nvidia, what the business is actually generating.
不是他们因价值更高而标记的Anthropic股份。真实的业务盈利。嗯，这真是个了不起的故事。
not this stake in Anthropic that they marked up because the the value is higher. Real business earnings. Um, it's just a remarkable story.
英伟达的市盈率是17倍远期收益。
Nvidia is trading at 17 times forward earnings.
你知道吗，他们刚刚在收盘后宣布了一项与英伟达的交易。他们与Jensen合作推出了什么？Jensen有一个叫Neotron的LLM，他们用它来构建与CrowdStrike合作的网络安全首个LLM，今天下午4:15发布。
do you know that they just announced after the close a deal with uh a deal with Nvidia, like an they launched something with Jensen? They Jensen's got um an LLM called Neotron and they used it to build to build cyber security first LLMs with CrowdStrike that came out at 4:15 today.
这个频道对 $NVDA 的历次判断
The Compound 在这只股票上共 3 条判断，这里只列相邻的几条。