NVDA 表现强劲，拥有强大的计算资产；预计计算需求激增将支撑其地位。
看涨
《I WAS NOT Bullish Enough on AI Stocks》
Jose Najarro Stocks发布 2026-09-07 · 4 段内容
逐段跳播
4 段内容
GPT-6 Astra 是在大约 100,000 个 Nvidia Grace Blackwell GPU 上训练的。
The GPT-6 Astra was trained on approximately 100,000 Nvidia Grace Blackwell GPUs.
黄仁勋最近表示，Nvidia 的计算是可替代的、稳健的，且利润丰厚。它是一种生产性和创收资产。
Jensen Huang recently stated that Nvidia's computing is replaceable , robust, and highly profitable. It is a productive and income-generating asset.
对我来说，Nvidia 仍然是一个大玩家。我关注 Nvidia 和其他一些名字，比如 Marvel 和 MicroEdoo。
For me, Nvidia is still a big player, I'm focusing on Nvidia and some other names like Marvel and MicroEdoo,
黄仁勋做得很好。我认为 Nvidia 做得很好。对计算的需求将变得疯狂。
Jensen is doing very well . I think Nvidia is doing a good job. The demand for computing will become insane.
这个频道对 $NVDA 的历次判断
Jose Najarro Stocks 在这只股票上共 8 条判断，这里只列相邻的几条。