NVDA目前以16倍预期盈利交易，当前价格反映了对其盈利可持续性的疑虑，若创纪录利润得以延续，将构成看涨机会。
逐段跳播
大多数人工智能应用严重依赖图形处理器（GPU），而这是一个由 Nvidia 主导的领域。
Most artificial intelligence applications rely heavily on graphics processing units (GPUs), an area dominated by Nvidia.
我们看到像 Apple、Nvidia 和 Meta 这样的公司，同时都在重新调整自己的定位。Apple 和 Nvidia 不得不重回正轨，两者都距离各自的历史高点仅差几美分。
We see companies like Apple, Nvidia, and Meta , all at the same time, reorganizing their positions. Apple and Nvidia had to get back on track , both being just cents away from their record highs.
什么是人工智能股票？哪只股票最能代表人工智能？别把事情搞复杂。Nvidia。对。Nvidia 就是与人工智能相关的一切的总和，不是吗？
What is artificial intelligence stock ? Which stock best represents artificial intelligence? Don't complicate things. Nvidia. correct. Nvidia is the sum total of everything related to artificial intelligence, is n't it?
它的交易价格是预期盈利的 16 倍。是的。这不是很疯狂吗？我有一阵子没见过这张图了。16。由于对盈利可持续性存在诸多疑虑，该股相对市场价处于折价交易。
It is trading at 16 times the expected earnings. Yes. Is n't this crazy? I haven't seen this graph in a while. 16. The stock is trading at a discount to the market price due to numerous doubts about the sustainability of earnings.
我觉得这绝对太棒了。有很多疑虑，即使他们是对的，即使利润不可持续，我真的觉得这已经反映在价格里了。16 倍的预期利润，不是全部。我不是说 Infiniti 不可能下跌 30%。
是的，但想象一下，如果这些公司一年后的几个季度里仍在创造创纪录的利润。正是如此。它预计在未来几个季度实现更多创纪录的利润。到那时，该股就不会以 16 倍盈利交易了。
I think this is absolutely fantastic . There are a lot of doubts, and even if they are right, even if the profits are not sustainable, I really feel that this is reflected in the price. 16 times the expected profits , not all of them.
I'm not saying that Infiniti can't go down by 30%. Yes, but imagine if these companies were still making record profits in the quarters a year from now . exactly . It expects to achieve even more record profits in the coming quarters.
The stock will not be trading at 16 times earnings at that time.
观察点
这个频道对 $NVDA 的历次判断
The Compound 在这只股票上共 5 条判断，这里只列相邻的几条。