NVDA是能产生回报的稳健投资，但由于其5万亿美元市值和财报后平淡的价格走势，缺乏交易兴奋点。
逐段跳播
我希望四年前我能更好地理解它会如此强大，对吧，所有与之相关的机器，不仅仅是英伟达，机器、产品、构成一切的部件，无论是内存，对吧，无论是数据中心，那才是交易所在。它会比英伟达大得多。
当然，如果所有这些都表现良好，那么所有这一切的骨干就是芯片和半导体。
I wish I understood it better four years ago would be so powerful, right, that all the machinery that goes into it, not just about Nvidia, the machinery, the products, the pieces that go into everything, whether it be memory, right, whether it be uh data centers, that that would be the trade. It would be so much bigger than Nvidia. And of course, if all those things are doing well, then the backbone of all that are chips and semiconductors.
显然，AI领域的巨头是英伟达，自从英伟达上周三公布财报以来，你和我还没聊过。我的意思是，全面爆发的报告，对英伟达来说是一份很棒的报告。
obviously the the big dog in the AI space is Nvidia and you and I haven't talked since Nvidia reported earnings last week, last Wednesday. I mean a blowout report on all cylinders was a great report um from Nvidia.
这只股票不像戴尔和其他可能在财报后出现巨大波动的名字那样令人兴奋。但你怎么看英伟达？它能否在某个时候再次成为交易者眼中令人兴奋的股票，还是说它永远只是AI领域的安全选择？
The stock not as exciting as names like Dell and other names that could have huge moves after earnings. But what do you think about Nvidia? Can it be an exciting stock again for traders at some point or is this just going to forever be a safety play in the AI space?
我认为这是一只值得投资的好股票。我认为如果你在寻找兴奋，不，可能不会。但这并不意味着你不能赚很多钱。所以我认为这是一个充满反复的市场，真的需要专注于时机，对吧？我讨厌必须精确把握时机，但我们处于那种市场中。
我的意思是，如果你看看英伟达，那是一个巨大的波动，对吧？然后第二天有一些跟进，但随后全部回吐。但任何跟随财报后的价格走势并相信它的人，都有很棒的几天。问题是，我们没有得到那种疯狂的跟进，这可能仅仅是因为公司的规模。它是5万亿美元的市值。
I think it's a great stock to invest in. I think if you're looking for excitement, no, probably not. But that doesn't mean you can't make lots of money. So I think it's a market with a lot of fits and starts like and really to concentrate on timing, right? Like I hate having to be exact with timing, but we're in that type of market. So what I mean by that is if you take a look at uh Nvidia, that was a monstrous move, right? And then it had some follow-through the next day, but then it gave it all back. But anyone who followed that price action through earnings and believed in it, had a great couple days. The thing is, we're not getting that crazy followthrough, and that's probably just simply the size of the company. It's 5 trillion market cap.
因为如果你看看科技领域的其他领域，博通在下跌。英伟达在领涨，而Marvell在挣扎。
Because if you look at other arenas uh within tech, you have Broadcom trading down. You have Nvidia leading while Marll sucking wind.
这个频道对 $NVDA 的历次判断
T3 Live 在这只股票上共 3 条判断，这里只列相邻的几条。