NVDA 尽管是 AI 的主要受益者，却跌破了关键支撑位（230/227）；长期目标价为 300，但短期股价受产能过剩担忧拖累。
逐段跳播
Nvidia 本应在心理上守住 230。这不是一条线，只是一个心理点位。然后他们本应守住 227 这条线，但没有守住，我确实认为这对 Nvidia 有点不公平，因为他们正是我们所处的这轮 AI 狂热周期的巨大受益者。
这对他们来说是一场大胜。但归根结底，市场说了算。不过总有一天，Nvidia 会到 300，这是我的猜测。我只是不知道是什么时候。我认为真正拖住它的是对过度建设的担忧，所以明天 Oracle 的财报会给我们一点线索。
那会很有意思。Oracle 的财报会让我们对过度建设进行到什么程度有一点了解，特别是需要多少融资。
Nvidia was supposed to psychologically hold 230. It's not a line, it's just a psychological point. Uh, and then they were supposed to hold the 227 line and they haven't, which I do think is a little bit of a disservice to uh, Nvidia just because they are such profiteeers of uh, this AI madness cycle that we're in. Uh, and and that's a big W for them. But, you know, ultimately the market decides. One day though, Nvidia will be 300 is is my guess. I just don't know when. I think uh what really holds it back is this fear of an overbuild and so we'll get a little bit of color with uh Oracle earnings tomorrow. That'll be interesting. Oracle earnings will give us a little color on how much how's that overbuild going specifically how much financing is being required.
这个频道对 $NVDA 的历次判断
Meet Kevin 在这只股票上共 15 条判断，这里只列相邻的几条。