The Investor Channel 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。
接下来看英伟达。本周初股价为225美元，哦，临近财报。我以为我们会涨。开玩笑，我们下跌了4.75%，本周收于214美元，就在财报前5天。
Moving on to Nvidia. Start of the week at 225 and oh, heading into earnings. I thought we would rise. Psych, we were down by 4 and 3/4% finish the week at 214 just 5 days before earnings.
现在，杰富瑞预计第二季度营收将大幅超出预期，包括进入“绿巨人模式”，我不太确定那是什么意思，但他们认为营收预期将增加30亿美元，目前为920亿美元。最高预期为966.6亿美元。
这意味着30亿美元的超预期基本上会达到最高预期。我甚至不知道这是否足以大幅推动股价。我猜一切都取决于未来的指引。第三季度，英伟达预计为1037.5亿美元。这是华尔街的预期。英伟达会给出什么数字？
最高预期是1120亿美元。如果你在第三季度给出任何1120亿美元或更高的数字，股价几乎保证会上涨。显然，我们将等待5天，然后进行报道。
Now, Jefferies expects those Q2 revenues to smash estimates including going Hulk mode, which I'm not exactly sure what that means, but they believe $3 billion to the upside on the revenue estimates sitting right now at $92 billion. The high end estimate is at $96.66 billion. That would mean a $3 billion smash would basically take you to the high end estimates. I I don't even know if that's enough to move the stock a lot. I would guess it's all about the guidance going forward. Q3, Nvidia's expecting $103.75 billion. That's Wall Street's estimate. What is Nvidia going to come out? The high-end estimate is for 112. You put a number up in the Q3, anywhere at 112 or higher, and the stock almost guarantees move higher. Obviously, we'll wait for 5 days, and we'll report on it.
现在，公司显然受到关注，因为那些H200 GPU正在运往中国，并将创造“最低限度的积极影响”。这都是根据Wedbush的说法。我们得到了更多细节，腾讯和字节跳动各获得了10,000块H100，或者抱歉，H200。
这不算多，因为据信英伟达有超过50万块这样的H200存放在加州圣克拉拉的某个仓库里，等待运往中国。这完全取决于中国政府。与那里的客户无关。与美国政府无关。与英伟达无关。这完全取决于中国，他们正试图将这些芯片缓慢地滴入该国。
Now, the company's obviously in focus as well as those H200 GPUs are shipping into China and will create a quote minimal positive. That's all according to Wedbush. We got further details on that in that Tencent and ByteDance got 10,000 H100, or excuse me, H200s each. That is not a lot considering it is believed that Nvidia has over a half-million, 500,000 of these H200s sitting in a warehouse somewhere in Santa Clara, California, waiting to be shipped to China. It is all based on the Chinese government. Has nothing to do with the customers there. Has nothing to do with the United States government. Has nothing to do with Nvidia. It is all based on China, and they are trying to slow drip them into the country.
腾讯和字节跳动各获得了10,000块H100，或者抱歉，H200。这不算多，因为据信英伟达有超过50万块这样的H200存放在加州圣克拉拉的某个仓库里，等待运往中国。这完全取决于中国政府。
与那里的客户无关。与美国政府无关。与英伟达无关。这完全取决于中国，他们正试图将这些芯片缓慢地滴入该国。
in that Tencent and ByteDance got 10,000 H100, or excuse me, H200s each. That is not a lot considering it is believed that Nvidia has over a half-million, 500,000 of these H200s sitting in a warehouse somewhere in Santa Clara, California, waiting to be shipped to China. It is all based on the Chinese government. Has nothing to do with the customers there. Has nothing to do with the United States government. Has nothing to do with Nvidia. It is all based on China, and they are trying to slow drip them into the country.
现在，英伟达承诺为俄亥俄州的一个OpenAI数据中心提供1000亿美元的支持。现在，这可能是一个英伟达曾承诺超过2000亿美元的站点。它被缩减到1500亿美元。现在，我们停留在1000亿美元。
我本可以添加大约六份与循环融资相关的新闻稿。这只是其中之一。
Now, Nvidia pledged a $100 billion backing for an Ohio open AI data center. Now, potentially, this was a site that Nvidia pledged well north of $200 billion at some point. It got sized down to $150 billion. Now, we're sitting at $100 billion. I could have added like six press releases as it related to circular financing. This was just one of them.
我正要说英伟达，内华达。不，内华达州批准了特斯拉、优步、Waymo在拉斯维加斯周边提供机器人出租车服务，包括亚马逊的Zoox。
I was going to say Nvidia, Nevada. No, Nevada approved Tesla, Uber, Waymo for robo taxi rides around Las Vegas including Amazon Zoox as well.
但这都将取决于下周英伟达的财报。
but it will all depend on Nvidia earnings as well next week.
接下来看英伟达。现在，我以为，天哪，我们注定要重新测试高点。现在，财报在5天后，这意味着下周你确实有几个交易日，但本周的势头真的很糟糕。不过，它把你拉回到了短期移动平均线。从低点的走势也是如此。
该股几周前还在190美元，然后涨到了230美元。所以，对于一只即将公布财报的股票来说，这是一个快速的走势。它正在形成。这或多或少处于顶部。在某些方面，这实际上为上涨提供了上行潜力。但跌破将可能重新测试200日移动平均线。
Moving on to Nvidia. Now, I thought man, we were destined to retest the highs. Now, the earnings are in 5 days which means you do have a couple of trading days next week, but the momentum this week was really ugly. Pulled you back though to shorter term moving averages. The move off the lows too. The stock just a couple of weeks ago was at 190 and it rallied to 230. So that's a quick move on a stock that's about to report earnings. It is setting up. This is more or less at the top. In some ways this actually gives some upside potential to a pop. A break lower though will likely retest the 200-day moving average.
我们5天后见，届时将公布英伟达财报，7天后再次在本节目中见。
We'll see you in 5 days for Nvidia earnings and in 7 days again here on the program.