NVDA按16倍市盈率相对同业被低估，潜在的订阅模式可能推动估值倍数扩张。
逐段跳播
我会掌控自己的数据。我不会允许模型访问它，这就是为什么 Nvidia、Palantir 以及许多其他公司都在谈论主权人工智能。
I will control my data. I will not allow models to access it, and that is why companies like Nvidia, Palantir, and many others are talking about sovereign artificial intelligence.
Nvidia 一个季度接一个季度地实现奇迹般的利润，但股价却始终原地踏步。是的，我认为如果你想拿 Nvidia 和它那种低盈利倍数下的先进模型来类比，那正是苹果当年的故事，不是吗？
别忘了，当时没有人认可它的 App Store，也没有人认可它实际上掌控了一切，然后苹果的市盈率有一天就翻了一倍。
Nvidia continues to achieve one miraculous quarterly profit after another, but the stock remains stuck in place. Yes, I think if you wanted to think about Nvidia and its advanced model with a low earnings multiple , that was Apple's story, wasn't it?
Remember that no one gave her credit for the App Store and the fact that she effectively controls everything, then Apple's price-to-earnings ratio doubled one day.
我认为任何持有 Nvidia 股票的人都应该感觉良好。我的意思是，你为盈利能力支付 16 倍，而买 Costco 要付 50 倍，买 Walmart 要付 48 倍，市场总有一天会改变，因为如果 Nvidia 收取订阅费，那
I think anyone who owns Nvidia shares should feel good. I mean, you pay 16 times for profitability, while you pay 50 times to buy Costco and 48 times to buy Walmart, and the market will change someday, because if Nvidia imposed a subscription fee, the
因为如果 Nvidia 收取订阅费，倍数就会升到 50，不是吗？
because if Nvidia imposed a subscription fee, the multiplier would rise to 50, wouldn't it?
还是说 Nvidia 就在这个领域？
Or is Nvidia in this field?
这个频道对 $NVDA 的历次判断
The Compound 在这只股票上共 4 条判断，这里只列相邻的几条。