NVDA 股价因新的 AI 安全框架和回购规模增加而获得正向资金流入，但涨势能否持续仍不确定。
逐段跳播
现在来谈谈 Nvidia。CEO Jensen Huang 此刻正在 CNBC 直播中讲话，此前有关于他们新平台的消息。
Now let's talk about Nvidia. CEO Jensen Huang is speaking live on CNBC right now, following news about their new platform.
是的，这是 Nvidia 的一步战略性且聪明的举措，目的是把 AI 架构留在自己的产品之内。因此，他们正在提出一个新的框架或平台，用来控制 AI 智能体的表现，并让程序员设定控制措施，确保它们按照既定标准运行、不偏离这些标准。
Yes, this is a strategic and smart move by Nvidia to keep the AI architecture within its products. Therefore, they are proposing a new framework or platform that will control the performance of AI agents , and allow programmers to set controls that ensure they work within the specified standards and do not deviate from them.
同样有意思的是，这个新平台的一部分，或者说它的构建，是开源的。他们会允许公司或开发者在这个基础框架之上构建自己的应用。这类似于我们在 CUDA 上看到的情况。我的意思是，CUDA 同样是他们推出的一个框架，但如今我们看到新的增补不断被引入，其中许多是由使用他们环境或生态的一些客户引入的。
What is also interesting is that part of this new platform, or its construction, is open source. They will allow companies or developers to build their applications on this basic framework.
This is similar to what we saw with CUDA. I mean, CUDA was, once again, a framework they introduced, but now we see new additions being introduced constantly, many of them introduced by some customers who use their environment or ecosystem.
如今，NVIDIA 不仅试图成为人工智能领域安全性的标杆，今天上午还发布了一项公告，使股价上涨了约 1%。董事会批准将股票回购计划增加 1500 亿美元，使总额达到 2350 亿美元。
Now, NVIDIA is not only trying to be a benchmark for safety in the field of artificial intelligence, but also made an announcement this morning that raised the stock price by about 1%.
The board approved a $150 billion increase in the share buyback program , bringing the total to $235 billion .
这给许多投资者和交易者带来了疑问：他们将在何时、何处使用这笔资金？看起来他们还会通过从市场撤回部分流通股，对股价施加更大压力。
This raises questions for many investors and traders: When and where will they use this capital? It also appears that they will put more pressure on the stock by withdrawing some of the traded shares from the market.
所以，今天上午有两则消息在推动市场对这只股票的积极情绪。我们看看这种情绪能否维持，但我认为，安全因素加上股票回购因素，正是今天上午给它带来正向资金流入的原因，与此同时我们看到其他 AI 股票在下跌。
So, we have two pieces of news that are driving positive sentiment towards this stock this morning. Let's see if it holds up, but I think the safety factor, along with the share buyback factor, is what's giving it positive flows this morning , while we see other AI stocks falling.
这个频道对 $NVDA 的历次判断
Schwab Network 在这只股票上共 15 条判断，这里只列相邻的几条。