$NVDA

由于新的AI基础设施产品和市场动态,过去一年对NVDA的看法更为积极,信心增强。

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The Big 3: AAPL, NVDA, CVX
Schwab Network发布 2026-09-04 · 5 段内容
07:58/ 打开原视频

逐段跳播

5 段内容

你的第二个选择,蒂姆,是英伟达。它实现了创纪录的利润。它终于打破了业绩公布后连续多个季度的下跌趋势。我们保持了这一势头。过去一个月我们上涨了约10%。你目前对英伟达的看法是什么?

Your second choice, Tim, is Nvidia. It achieved record profits. It has finally broken its multi- quarterly trend of decline following the announcement of results. We have maintained this momentum. We have risen by about 10% over the past month. What is your view of Nvidia at the moment?

无论如何,除此之外,英伟达,你知道,在这个虚拟推理路由器之间,我知道我有时会陷入技术细节,但他们本周宣布他们正在开发这个路由器,这样你,无论是使用DGX Sparks还是Mac,这让我们回到苹果的选择,可以设置一系列设备,并使用这个路由器将所有节点变成一个紧凑的计算机。

所以,“Hugging Face”接管了,这非常令人兴奋,我真的很喜欢。我的意思是,我的大部分模型都来自“Hugging Face”。我认为英伟达将这些本地模型,特别是带到美国,是天才之举。

我的意思是,“Kwan”和“Kemi”以及所有这些中国模型,我使用它们,但我更喜欢使用美国模型。所以,在这两件事之间,加上我特意穿了“Lululumon”的衣服以纪念迈克尔·佩里。

继续加仓那个失败者,迈克尔。无论如何,在碾压空头、“Hugging Face”、“Memotron”以及英伟达正在做的事情之间,我知道我周复一周地提起这个,但我现在比一年前更喜欢它了。

Anyway, aside from that, Nvidia, you know, between this virtual inference router, I know I sometimes get bogged down in technical details, but they announced this week that they are developing this router, so that you, whether with DGX Sparks or Macs, which brings us back to Apple's choice, can set up an array of devices and use this router to turn all those nodes into one compact computer. So, it's very exciting that "Hugging Face" has taken over, I really like it. I mean, I get most of my models from "Hugging Face" . I think it's genius what Nvidia is doing to bring those local models, especially to the United States . I mean "Kwan" and "Kemi" and all these Chinese models, I use them, but I much prefer to use an American model. So, between these two things, plus I deliberately wore "Lululumon" clothes in honor of Michael Perry. Keep adding to that loser, Michael. Anyway, between crushing short positions , " Hugging Face", " Memotron" and what Nvidia is doing, I know I've been bringing this up week after week, but I like it more now than I did a year ago.

哦,“Hugging Face”,这个名字我永远念不习惯,蒂姆,但你真是个好人。我想先请你每周五从不同的地点来,这样我们就能看到你在本周和我们讨论的一些东西。我希望你下周能站在挖掘机顶部加入我们,好吗?

我说了,这是我的要求。她在上个钓鱼季提出可以从钓鱼平台上这样做。狩猎季节还有一个月就要到了。我们什么也不抓,但你可以从钓鱼平台加入我们。我们会那样做。从钓鱼平台交易。我们将这个环节称为“从钓鱼平台交易”。

但当我们看英伟达的情况时,很明显他们在财报后上涨。华尔街真的很喜欢他们,已经接受了他们,并且对我们得到的数字感到满意。技术指标告诉我们未来会怎样,蒂姆?

Oh, "Hugging Face," that's a name I'll never get used to pronouncing, Tim, but you really are a great guy. I would start by asking that you come to us every Friday from a different location, so that we can see a few of the things you talk about with us during the week. I want you to join us next week from atop an excavator, okay? I said it, that's my request. She offered to do so from a fishing platform during the last fishing season. The hunting season is approaching in a month. Let's not catch anything, but you can join us from the fishing platform. We will do that. Trading from the fishing platform. We will call this section "Trading from the fishing platform". But as we look at Nvidia's situation, it's clear that they're rising after the earnings. Wall Street really likes them, has accepted them , and was happy with the numbers we got . What do the technical indicators tell us about the future, Tim?

里克,里克,抱歉。当然,Hugging Face 本质上是一个 AI 资产的“Gate Lab”,是一个用户可以分享和存储这类信息的在线社区。所以,我们可以看到,之前的高点 236.54 是我们迄今看到的里程碑。

另一个峰值略低,大约在 232。所以,再次强调,在今天之前,我们似乎可能无法超越那个水平。我们达到了接近 231 的峰值。但就目前而言,我们已经在两个阻力区之间录得了盘中高点。

这是一个有趣的情况,我们突破了第二好的峰值,但还没有超越那个旧的峰值。我们还可以看到,现在的整体形态是一个上升楔形,两条边界线相互收敛,都指向上方,底部斜率更陡。因此,一些明显的水平位再次指向下方;在 213 到 214 附近形成的缺口可能很重要。

我们最近看到了非常强劲的上涨。在到达那个点之前,没有太多其他值得关注的下行区域,但另一个极端低点出现在 207 附近。在这种情况下,移动平均线显示这里没有趋势减弱的迹象。我们仍在强劲上行。

你可以看到我们的移动平均线相互背离。它们从最快到最慢排列。最近的是深蓝色的 5 日指数移动平均线,大约在 226。所以,这可能是这里的第一条潜在支撑线。如果我们开始跌破它,那可能是方向改变的早期预警信号。

相对强弱指数(RSI)到目前为止也并非完全配合。我们还没有真正突破我们的红色趋势线。我们也没有真正实现强劲的新的相对高点。这些是许多技术交易员可能寻找的,以增加任何潜在突破的可信度的一些东西。

关于成交量分布,在这些顶部区域我们没有太多突出的点。在较短的时间框架内,我们能做到的最好是在 218 到 223 之间。那里有一些额外的活动。然后是 206 到 212 之间的另一个活动区域。

Rick, Rick, sorry. certainly. Of course, " Hugging Face" is essentially a "Gate Lab" for AI assets , an online community where users can share and store this type of information. So, we can see here that the previous high of 236.54 was the milestone we have seen so far. Another peak came slightly lower at approximately 232. So, once again , before today, it seemed as though we might not be able to surpass that level. We reached a peak of nearly 231. But for now, we've recorded intraday highs between our two resistance zones here. It's an interesting situation where we've broken through the second-best peak, but we haven't surpassed that old one yet here. We can also see the overall pattern now as a rising wedge shape where the two boundary lines converge towards each other , both pointing upwards , with a steeper slope along the bottoms. Therefore, some noticeable horizontal levels are again pointing downwards; the gap that forms here at around level 213 to 214 is perhaps significant. We have seen a very strong rise recently. There aren't many other downward areas worth watching until we get to that point, but another extreme bottom appears around 207. In this case, the moving averages show that there is no sign of trend weakening here. We are still moving strongly upwards. You can see our moving averages diverging from each other. They are ranked from fastest to slowest. The closest is the 5-day exponential moving average in dark blue here at around 226. So, that could be the first potential support line here. If we start to break through it, that could be an early warning sign of a change in direction. The Relative Strength Index (RSI) is still not entirely cooperative so far either. We haven't really broken our red trend line here. We also haven't really achieved a strong new relative peak. These are some of the things that many technical traders might look for to lend more credibility to any potential breakout. Regarding the size profile, we don't have many standout points in these top areas here. The best we can do in the shorter picture here is between 218 and 223. There is a little extra activity. Then another area of activity here between 206 and 212.

好的。现在,我们来看英伟达,该股在盘中走高,目前上涨超过 1.5%,报 232.07。

Okay. Now, we're looking at Nvidia, which is higher during the session, up more than 1.5 percent so far today at 232.07.

这个频道对 $NVDA 的历次判断

Schwab Network 在这只股票上共 3 条判断,这里只列相邻的几条。

2026-09-04看涨本条
你的第二个选择,蒂姆,是英伟达。它实现了创纪录的利润。它终于打破了业绩公布后连续多个季度的下跌趋势。我们保持了这一势头。过去一个月我们上涨了约10%。你目前对英伟达的看法是什么?
2026-09-03看涨
英伟达今早宣布将以超过129亿美元收购Hugging Face。首席执行官黄仁勋发布了一篇博客文章宣布这笔交易,称:“我们将共同扩展Hugging Face平台,加强其基础设施,并为全球开发者和企业拓宽AI的获取渠道。”这是英伟达历史上第二大收购,去年该公司曾斥资约200亿美元收购芯片制造商Grok的资产。这对英伟达很重要,并将其业务范围扩展到芯片和计算系统之外。目前我们看到英伟达股价反应不大,但昨日在彭博社报道这一消息后,该股上涨。
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