NVDA具有爆炸性增长带来的高上行空间，但同时也面临循环融资动态带来的高下行风险，若需求疲软，这种动态可能加速下跌。
逐段跳播
它适合任何天气，这是你所说的，与像Nvidia这样的公司相比。嗯，你说它风险更高。为什么Nvidia可能是更高风险、更高回报，你写道。
it's built for any weather is what you said compared to the likes of something like Nvidia. Um you said it is higher risk. Why is Nvidia maybe higher risk, higher reward, you wrote.
是的，我真的认为，如果你想看看如果一切顺利，你最多能赚多少，Nvidia就是那只股票。我们看到了绝对爆炸性的增长，对我来说，随之而来的风险，对吧？我们看到了，你可能见过那些人们称之为循环融资的图表，Nvidia现在付钱给客户让他们预购其部分设备。
而且，只要市场保持，这是加速其收入的一种非常好的方式。但是，如果我们开始看到需求疲软，如果芯片未来不像他们说的那样有价值，基本上，我们也在加速下行，对吧？那是一种看到Nvidia股票以比其他七巨头快得多的速度崩盘的方式。
Yeah, I I really think that if you're looking to really see how much you could possibly make if if everything goes perfectly, Nvidia's the stock. We've seen the absolutely explosive growth and to me the risk that comes with it, right? We've seen, you know, you've probably seen these diagrams that people call quote circular financing, where Nvidia is now paying its customers to pre-buy some of its equipment. And, you know, as long as the market holds, that's a really great way to kind of turbocharge uh their revenues here. But, if we start to see that demand soften, if the chips are not going to be as valuable in the future as they're saying they are, basically, we're also turbocharging the downside, right? That is a way to see the Nvidia stock actually collapse at a much faster rate than any of the other big seven.
这个频道对 $NVDA 的历次判断
Schwab Network 在这只股票上共 7 条判断，这里只列相邻的几条。