David Lin 对 $NVDA 的判断变化
这个频道在这只股票上的每一条判断，按时间倒序，每一步都读完那条视频里关于这只股票的全部内容。相邻两条方向不同的地方标出方向翻转。
你看不到英伟达宣布了什么，比如他们与全球六大机构进行的联合AI合作。所以，如果英伟达是这些贷款的第一损失方，而事实确实如此，那只是措辞上的问题。
You don't see what Nvidia announces, you know, like what they did with this kind of joint AI operation with six of the largest institutions in the world. and speaking of Nvidia, earlier this month on the 10th of August, they announced a $500 $500 billion credit facility partner with Apollo, Black Rockck, Blackstone, Brookfield, Goldman Sachs, and KKR. So, if Nvidia is the first loss on these loans, which which they are, um it's just again word smithing.
英伟达这样做与为OpenAI提供2500亿美元的担保有什么区别？你知道他们已经这么做了。
what's the difference of Nvidia doing this or a $250 billion back stop for open AI you know which they already have done.
英伟达周三公布财报。嗯，他们会超出预期。他们会给出上调的指引。我明白。但过去四个季度他们虽然超出了预期，股价却下跌了，对吧？
Nvidia reports Wednesday. Um, they'll beat the number. They'll guide up. I get that. But it's traded down the last four quarters and they've beaten, right?
我认为部分原因是市场情绪。我认为中国的竞争是真实的，不仅可能体现在芯片上，而且显然还体现在……
part of it I think is a sentiment heading in to that. I think the competition is real in China not just on the chips potentially but obviously on