鉴于持续的AI热潮，NVDA基本面便宜；技术上在227上方保持强势。
逐段跳播
让我们关注现在最重要的事情，对我来说，那就是英伟达在 227 美元上方的表现，宝贝。我的意思是，如果英伟达能保持这个水平到开盘，那对硬件来说将是极好的。
Let's focus on what matters a lot right now, and that to me is Nvidia's behavior above 227, baby. I mean, if Nvidia can hold this into the open here, that's uh that's going to be great for hardware.
到目前为止，QQQ 和英伟达都在坚守。英伟达是一个重大考验，而英伟达表现良好。但英伟达表现很好。英伟达刚刚突破227。
So far the Q's in Nvidia are holding. Nvidia is a big test and Nvidia's Nvidia is doing fine. But, uh, Nvidia is doing great. Nvidia just broke out at 227.
它从根本上来说非常便宜。只要人工智能热潮持续，这家公司就非常便宜。而且，目前确实没有迹象表明它会停止。
It is fundamentally dirt cheap. This is a dirt cheap company as long as the AI boom keeps going. And, uh, there's really no sign of it stopping yet.
英伟达在动，Marvell在动，AMD在动，Q都在动。
Nvidia, uh, Marll's moving. AMD is moving. Q's are moving.
但不管怎样，好吧。Q们有点回落。那是因为英伟达还是怎么回事？英伟达没有守住突破吗？不，我的意思是，英伟达在略微回落，但它仍然很好地守在227上方。非常好的位置。
Um, but anyway, all right. Q's are rolling over a little bit. Is that because of Nvidia or what's going on here? Is Nvidia not holding its break? No, I mean, Nvidia's rotating down a little bit, but it's it's still holding really nicely above 227. Fantastic spot.
而且Marvell、AMD、英伟达，都相当绿。
and uh Marll, AMD, Nvidia, all pretty green.
英伟达的新销售主管会怎么样？没人在乎。他们会没事的。
what will happen with Nvidia's new sales chief? Nobody cares. They'll be fine.
谷歌和英伟达将从台积电获得多少产能？
How much capacity will Google and Nvidia get from TSM?
硬件股总体上仍在坚守，英伟达也仍在坚守。
Hardware stock still broadly holding and Nvidia is still holding.
如果Anthropic在IPO文件上表现乐观，那么坦率地说，这将使你对Marvell和博通以及AMD和英伟达也感到乐观，你也可以把它们加进去。
anthropic uh bullish S1 on on their IPO documents, then that's going to make you bullish uh frankly Marll and Broadcom and and also AMD and Nvidia, you could throw those in as well.
这个频道对 $NVDA 的历次判断
Meet Kevin 在这只股票上共 14 条判断，这里只列相邻的几条。