$NVDA

NVDA处于平稳且稳定的位置;技术指标(正向移动平均线、更高的波峰/波谷)看起来非常好。

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The Investor Channel发布 2026-09-18 · 10 段内容
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但他们会把它们与“Nvidia”的网络设备配对。这真的很有意思,尤其是对 Nvidia 来说,它正在收购自身生态系统之外的网络设备,而如果这与苹果结合起来。

but they will pair them with networking equipment from "Nvidia". This is really interesting, especially for Nvidia, which is acquiring networking equipment outside of its own ecosystem, and if that's coupled with Apple.

到目前为止,这一切都还只是传闻,但我认为这对 Nvidia 来说将是一个重要的发展。

So far, this is all just a rumor, but I think it would be an important development for Nvidia.

我所知道的是,这为像 Meta、Google、Microsoft、Nvidia、SpaceX 这样理性、以商业为导向的公司,或任何其他可能进入这一领域的此类公司,敞开了一扇大门。

All I know is that this opens the door wide for rational, business-minded companies like Meta, Google, Microsoft, Nvidia, SpaceX, or any number of such companies that could come in here.

转向 Nvidia,该股本周以 209 开盘,本周上涨近 6%,达到 222。这一背景是,特朗普本周在洛杉矶 All in One 大会上黄仁勋演讲期间的一通直播电话中,淡化了人们对人工智能的担忧。

两人都描述——或者至少特朗普总统描述了——对人工智能崩盘的恐惧是“骗局”,黄仁勋也同意特朗普的说法,称:“你说得对,我们不会让这种事发生。”

Turning to Nvidia, it started the week at 209 and jumped nearly 6% this week to reach 222. This comes as Trump dismissed concerns about artificial intelligence in a live call during Jensen Huang's talk at the All in One conference this week in Los Angeles.

Both described, or at least President Trump described, fears of an AI collapse as a "hoax," and Jensen Huang agreed with Trump, saying: "You're right, and we're not going to let that happen."

这一切都发生在习近平主席下周——我想是下周——访问美国的一周之前,黄仁勋和其他科技领袖预计将会见他,我们将看到这会带来什么样的人工智能进展。

All of this comes a week before President Xi’s trip next week, I think, to the United States, and Jensen Huang and other technology leaders are expected to meet with him , and we will see what kind of AI developments will result from that.

黄仁勋还就明年发表了讲话,称在人工智能需求强劲的背景下,公司明年将把芯片规模扩大一倍。这在很大程度上反映了他们大约一个月前宣布财报时告诉投资者的内容。

Jensen Huang was also a speaker regarding next year, saying the company will double the size of its chips next year amid strong demand for artificial intelligence. This largely reflects what they told investors about a month ago when they announced the earnings.

我们讨论过如何将公司的网络设备与 Apple 设备配对,这很有意思。我们将看看 Nvidia 是否会继续开发这一方向,或许还会与其他合作伙伴一起。

We've talked about how to pair the company's networking equipment with Apple devices, and that's interesting. We'll see if Nvidia continues to develop this, perhaps with other partners.

这些本质上是被改装后将于 2027 年,也就是明年,送入太空的 Nvidia 图形处理器。Nvidia 目前正在专门为太空研发芯片。所以,这些并不是人们认为现在正被放入数据中心的那些芯片,那些芯片需要复杂的液冷和其他各种条件。

这实际上是那些芯片的改装版本。当你把这些芯片送入外太空时,当然会面临辐射和其他挑战,但这些芯片是专门为太空设计的。

These are essentially Nvidia graphics processing units modified to be sent into space in 2027, i.e., next year. Nvidia is now working on chips specifically for space. So, these are not the chips that people think are being put in data centers now, which require sophisticated liquid cooling and various other things.

This is actually a modified version of those chips. When you put these chips into outer space, there are of course radiation and other challenges , but these chips are specifically designed for space.

我们在这里依赖的,实际上是 Nvidia 交付一款能够在太空运行的芯片的能力。而且我告诉你,我对 Nvidia 的研发部门很有信心。没有理由不信任他们。如果 Elon Musk 信任他们,我想我们就会看到芯片被送入太空。

What we're relying on here is actually Nvidia's ability to deliver a chip that can operate in space. And I tell you, I have a lot of confidence in Nvidia's research and development department .

There is no reason not to trust them. If Elon Musk trusts them, I suppose we'll see chips launching into space.

Nvidia 处于平静而稳定的状态。下周与习近平主席的会面可能会根据其结果推动半导体板块,但我的意思是,你有一个向上的移动平均线。你有更高的短期高点和更高的短期低点。我的意思是,从技术上讲,它看起来仍然非常好。

Nvidia is in a calm and stable position. You have a meeting with President Xi next week that could move the semiconductor sector based on what comes out of it, but I mean you have a positive moving average.

You have higher short-term peaks and higher short-term troughs. I mean, technically speaking, it still looks very good.

这个频道对 $NVDA 的历次判断

The Investor Channel 在这只股票上共 5 条判断,这里只列相邻的几条。

2026-09-18看涨本条
但他们会把它们与“Nvidia”的网络设备配对。
2026-09-11看涨
所以,你有Nvidia和Broadcom那种所谓的循环融资,它们或多或少是从自己的资产负债表上拿出资金,或者利用自己的资产负债表去借更多钱,但它们并不出售在这些公司中的股权。这是一种循环融资的形式。
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