鉴于70%的预期增长，NVDA在约19倍前瞻市盈率下被低估；在AI周期早期仍是强力买入。
逐段跳播
因此，我想加入名单的第一只股票是英伟达。现在，英伟达几乎处于其历史最高点，约为231.63美元。它之前有不错的上涨，然后回落。
For this reason, the first stock I want to add to the list is Nvidia. Now, Nvidia is almost at its all-time high of around $231.63. It saw a good rise before it fell back down.
至于我，英伟达，正如我提到的，我们快速看一下评级，以说明为什么我认为它非常便宜。没错，我们现在看到英伟达的远期市盈率接近19倍。这太疯狂了。
As for me, Nvidia, as I mentioned, we'll take a quick look at the rating, to show why I think it's very cheap. That's right, we now see Nvidia with a forward price-to-earnings ratio approaching 19. That's crazy.
特别是，尤其是他们在最新财报中表示，由于供应限制，他们预计明年将增长70%。如果没有供应限制，他们的客户会预计明年增长翻倍。因此，存在巨大的机会和庞大的需求，而整个人工智能世界由于供应链中的某些瓶颈而无法满足这些需求。
In particular, especially since they stated in their latest earnings report that they expect 70% growth next year due to supply constraints. If they didn't have supply constraints, their customers would have expected growth to double next year. Therefore, there is a huge opportunity and a massive appetite that the entire AI world cannot satisfy due to certain bottlenecks in the supply chain.
所以，英伟达的远期市盈率为18-19倍，今年增长强劲，预计明年将增长70%。我无法想象为什么这对一家万亿美元公司来说会是一项糟糕的投资。我认为它将继续受益，特别是如果我们真的仍处于人工智能市场的早期阶段。
因为如果我们真的处于人工智能市场的早期阶段，即使英伟达失去市场份额，市场也在增长，英伟达可以从这里继续增长。
So, Nvidia's forward price-to-earnings ratio is 18-19, with strong growth this year, and is expected to grow by 70% next year. I can't imagine why this would be a bad investment for a trillion-dollar company. I think it will continue to benefit, especially if we are still really in the early stages of the artificial intelligence market . Because if we are really in the early stages of the artificial intelligence market , even if Nvidia loses market share, the market is growing in size and Nvidia can continue to grow from here.
这个频道对 $NVDA 的历次判断
Jose Najarro Stocks 在这只股票上共 7 条判断，这里只列相邻的几条。