NVDA是长期赢家，受益于CPU增长（Vera）和AI需求，预计将超出市场预期。
逐段跳播
Nvidia B200 的按需租赁价格创下每小时 7.88 美元的新纪录。我们看到 Nvidia 正在这样做。
Nvidia B200 on- demand rentals have hit a new record of $ 7.88 per hour. We see Nvidia doing that.
但我最大的投资是 Nvidia。Nvidia 现在到了 228。这是一家市值 5.5 万亿美元的公司。
but my biggest investment is Nvidia. Nvidia is now at 228. This is a $5.5 trillion company.
说实话，我认为可以涨到 10 美元。从长期来看，我认为这仍然是一家非常成功的公司。在 CPU 领域，他们不断实现增长，对吧？他们把 Vera CPU 推向了市场。
Honestly, I think we can get up to $10. In the long run, I think this is still a huge winning company. In the CPU field, they are constantly achieving growth, right ? They brought the Vera CPU to the market.
它现在正在进入市场，对吧？本季度正在向各家厂商发货。我们已经看到 Vera CPU 供应给 AWS、Oracle、OpenAI、Anthropic 以及许多其他公司。
It's coming to the market right now, right? It is being shipped to various vendors this quarter. We've already seen Vera CPUs go to AWS, Oracle, OpenAI, Anthropic, and many others.
而在最近的财报中，Jensen 宣布 Vera 作为一个单一系统今年可能卖出超过 200 亿美元，对吧？这是一件大事，尤其是因为他们今年才刚刚进入 CPU 市场，并在下半年开始运营。
And in the recent earnings report, Jensen announced that Vera will probably sell over $ 20 billion as a single system this year , right? This is a huge deal, especially since they just entered the CPU market this year and started operations in the second half of the year.
正如我提到的，我相信 CPU 这个故事中的大赢家之一将是 Nvidia。当然，Nvidia 的数据可能不如 AMD、Intel、Qualcomm 或其他参与者那么强劲，但它是一家肯定能从这一趋势中受益、并帮助他们超出市场预期的公司。所以我会说，不要忽视 Nvidia。
And as I mentioned, I believe one of the big winners in the CPU story will be Nvidia. Naturally , Nvidia's figures may not be as strong as those of AMD, Intel, Qualcomm, or other players , but it is a company that can definitely benefit from this trend and help them exceed market expectations. So I would say, don't neglect Nvidia.
观察点
这个频道对 $NVDA 的历次判断
Jose Najarro Stocks 在这只股票上共 14 条判断，这里只列相邻的几条。