NVDA因具吸引力的估值和预计的市场份额提升，成为AI数据中心敞口的看多标的。
逐段跳播
Nvidia 首席执行官黄仁勋周四在高盛会议上发表讲话，称他认为研究人员的说法并不可信。
Jensen Wang Nvidia CEO spoke at Goldman Sachs conference on Thursday and said that he did not find um that researchers claims credible.
我认为今早的市场反应很可能就是 2025 年初 DeepSeek 反应的一个缩小版，当时 Nvidia 和许多其他公司在这款新的中国模型推出后下跌，最初让人们感到害怕和担忧，然后一两个月后我们都意识到，原来我们当时大惊小怪的事情几乎什么都不是。
I think that this morning's market reaction might well be a smaller version of the Deep Seek response from early 2025 where Nvidia and a lot of other companies went down um on the introduction of this new Chinese model that kind of um scared people and concerned people initially and then you know a month or two later we all realize oh okay we were kind of freaking out about pretty close to nothing
如果你想在当下、在一些负面新闻之中投资 AI 数据中心资本开支，我认为 Nvidia 大概是最该去的地方。它在这组公司中估值最具吸引力。我认为 Nvidia 将在大规模 AI 资本开支中赢得市场份额，也就是如今大型超大规模云厂商正在投入的资本开支，而且估值很有吸引力。
所以我认为，如果你想获得数据中心资本开支的敞口，Nvidia 是一个优化你投资组合的好去处。
if you want to invest in AI data center capex today, uh amid some bad headlines, I think Nvidia is probably the place to go. It has the most compelling valuation out of that group.
Um I think that uh Nvidia is going to gain market share um you know of the large AI capex you know pi that the big hyperscalers are spending today and and the valuation is attractive.
So I think Nvidia is a good place to kind of high-grade your portfolio if you want data center capex exposure
这个频道对 $NVDA 的历次判断
Schwab Network 在这只股票上共 9 条判断，这里只列相邻的几条。