NVDA 技术面看涨（支撑位在 230，位于移动均线上方），且 SpaceX 对其 GPU 的独家依赖推动利润增长。
逐段跳播
现在我们转向 Nvidia。本周开盘报 223。该股本周变化不大，收于 225。Elon Musk 计划在年底前将 Nvidia 的 xAI Colossus 2 数据中心规模翻倍。
Now we move on to Nvidia. We started the week at 223. The stock saw little change this week, closing at 225. Elon Musk plans to double Nvidia 's xAI Colossus 2 data center by the end of the year.
当我们谈到 Microsoft，当我们谈到 SpaceX 时，我们会更详细地讨论这一点，但很明显，Elon Musk 在 SpaceX 上次电话会议上承诺，他们将完全依赖 Nvidia 图形处理单元。
这极其重要。如果一家云计算提供商能比任何其他公司更快地让这些数据中心投入运行，我认为 SpaceX 就是这种情况。这意味着 Nvidia 将迅速获得巨额利润。
When we get to Microsoft, and when we get to SpaceX, we will talk about this in more detail, but it is clear that Elon Musk pledged at SpaceX’s last conference call that they will rely solely on Nvidia graphics processing units.
This is extremely important. If one cloud computing provider can get these data centers up and running faster than any other, I think that's the case with SpaceX. Well, this means that Nvidia will quickly reap huge profits.
Google 和 Nvidia 都拥有为太空设计的芯片，他们最早将在今年和明年进行测试。
Both Google and Nvidia have chips designed for space that they will be testing as early as this year and next year.
我们在英伟达那一节里谈过这一点，Elon Musk 和 SpaceX 在电力制造、建造巨型建筑方面拥有一些竞争优势，甚至从股东资本的角度来看也是如此。
We talked about this in the Nvidia section, where Elon Musk and SpaceX have some competitive advantages with regard to power manufacturing, building mega-buildings, and even from a shareholder capital perspective.
英伟达为其股价找到了明确的掩护。我的意思是，该股在 230 处有一个强劲的支撑位，尽管我们在英伟达身上见过这种情况。此前在 190 处有一个支撑位，现在到了 230，我们会看看接下来会发生什么，但股价位于所有移动均线之上，图表看起来仍然不错。
Nvidia has found a clear cover for its stock. I mean, there is a strong support level for the stock at 230, although we have seen this before with Nvidia. There was a support level at 190, and now it's at 230, and we'll see what happens, but you're above all the moving averages, and the chart still looks good.
这个频道对 $NVDA 的历次判断
The Investor Channel 在这只股票上共 6 条判断，这里只列相邻的几条。