Chip Stock Investor 对 $NVDA 的判断变化

2026-09-10看涨
Why Nvidia's Biggest Deal Ever Might Get Blocked
NVDA是头号持仓/首选,估值合理,业务正从集中的数据中心销售转向更广泛的AI推理/边缘市场(通过Hugging Face的开发者渠道),支撑其增长延续至2026年。

今天不是我和Kasey,而是我和狗一起聊Nvidia。

It's not me and Kasey today, it's me and the dog talking about Nvidia.

这和NVIDIA以及它拟议收购Hugging Face有什么关系?你现在可能已经听说了,NVIDIA表示计划以129亿多一点的价格收购Hugging Face这家公司。

What does that have to do with NVIDIA and its proposed acquisition of Hugging Face? As you probably have heard by now, NVIDIA said it plans on acquiring the company Hugging Face for 12.9 billion and some change.

除了希望NVIDIA本来就打算支付差不多的价格之外,我不太确定该怎么理解这件事,所以他们只是提出了一个对软件开发者来说可以算作舍入误差的数字。

Not sure what to make of that other than hopefully NVIDIA was planning on paying a similar price anyways, and so they just came up with a number that can just be a rounding error for software developer.