$NVDA

NVDA被低估,强劲的自由现金流预测支持更高的价格。

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NVDA Undervalued? Wayne Kaufman's Bull Case After Earnings
Schwab Network发布 2026-09-06 · 3 段内容
03:06/ 打开原视频

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3 段内容

因此,英伟达的股价略有下跌。这是一只你喜欢关注的股票。有很多人过来说,英伟达的评级看起来非常好,非常巨大。你喜欢英伟达,但你想等待,而英伟达,嗯,我已经持有它了,但鉴于当前市场的波动性,我认为这些股票大多属于投机性股票。但如果人们有更长的投资期限,他们可以买入。

Thus, Nvidia's stock price fell slightly. It's a name you like to watch. There are many people who come and say that Nvidia's rating looks very good. enormous . You like Nvidia, but you want to wait and Nvidia, well, I already own it, but with the current market volatility , I think most of these stocks are speculative stocks . But if people have a longer time horizon, they can buy it.

但特别是英伟达,我认为该股非常便宜。现在,或许该股存在过度持有,这就是它没有上涨的原因,但如你所知,今年的自由现金流为1930亿美元。这是针对今年的。明年,自由现金流将达到3230亿美元。

我认为该股的价值远高于现在的水平,但当然,股票和公司是两回事,我们已经看到我们正在谈论市盈率收缩。

But Nvidia in particular, I think the stock is very cheap. Now , perhaps there is excessive ownership of the stock and that is why it has not risen, but as you know, the free cash flow for this year is $193 billion . This is for the current year. For next year, free cash flow will reach $323 billion. I think the stock is worth much more than it is now, but of course, a stock and a company are two different things, and we have seen that we are talking about shrinking multiples.

同样,英伟达和许多其他公司的数据也令人印象深刻。这就是我提到英伟达自由现金流的原因,因为,你知道,他们是触角伸向四面八方的巨型章鱼。但是,你谈论的是50亿或100亿美元,对他们来说,这不算什么。

Likewise, the numbers for Nvidia and many other companies were also impressive. That's why I mentioned Nvidia's free cash flow, because, you know, they are the big octopus that extends its arms everywhere. But, you're talking about 5 billion or 10 billion for them. This is nothing.

这个频道对 $NVDA 的历次判断

Schwab Network 在这只股票上共 8 条判断,这里只列相邻的几条。

2026-09-06看涨本条
因此,英伟达的股价略有下跌。这是一只你喜欢关注的股票。有很多人过来说,英伟达的评级看起来非常好,非常巨大。你喜欢英伟达,但你想等待,而英伟达,嗯,我已经持有它了,但鉴于当前市场的波动性,我认为这些股票大多属于投机性股票。但如果人们有更长的投资期限,他们可以买入。
2026-09-05看涨
英伟达刚刚公布了季度营收,为 962 亿美元。
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