Schwab Network 对 $NVDA 的判断变化
2026-08-31
《Bodner: Expect "Choppy" September, NVDA Set Stage for End of 2026 Rally》
NVDA在AI执行方面领先，增长指标强劲；说话者长期持有，且近期无出售计划。
英伟达的强劲业绩指引收入是分析师预期的两倍，收入增长70%，销售和盈利增长简直突破图表。而且他提到的是20年的管道。
Nvidia's blowout numbers guiding double the revenue that analysts expected, 70% revenue growth and just off the chart sales and earnings growth. And he's talking a 20-year pipeline.
我认为显然英伟达是AI领域无可争议的领导者。你知道，新闻故事围绕埃隆·马斯克和OpenAI以及显然重要的公司，但持续执行的公司显然是英伟达。我个人持有它很长时间。我不打算在短期内卖出。
I think obviously Nvidia is the leader of AI unquestionably. You know, the news stories are circulating around Elon Musk and OpenAI and obviously essential companies, but the company that continues to execute is obviously Nvidia. I personally have held it for a long time. I don't plan on selling it anytime soon.
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