The Investor Channel 对 $NVDA 的判断变化

2026-09-18看涨
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NVDA处于平稳且稳定的位置;技术指标(正向移动平均线、更高的波峰/波谷)看起来非常好。

但他们会把它们与“Nvidia”的网络设备配对。这真的很有意思,尤其是对 Nvidia 来说,它正在收购自身生态系统之外的网络设备,而如果这与苹果结合起来。

but they will pair them with networking equipment from "Nvidia". This is really interesting, especially for Nvidia, which is acquiring networking equipment outside of its own ecosystem, and if that's coupled with Apple.

到目前为止,这一切都还只是传闻,但我认为这对 Nvidia 来说将是一个重要的发展。

So far, this is all just a rumor, but I think it would be an important development for Nvidia.

2026-09-11看涨
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NVDA 的基本面(70%+ 的增长、护城河)胜过技术面的疲软,回调可买入。

所以,你有Nvidia和Broadcom那种所谓的循环融资,它们或多或少是从自己的资产负债表上拿出资金,或者利用自己的资产负债表去借更多钱,但它们并不出售在这些公司中的股权。这是一种循环融资的形式。

So, you have the quote circular financing of Nvidia and Broadcom where they're more or less pulling money off of their balance sheet or using their balance sheet to go borrow more money, but they're not selling equity stakes in those companies. That's one form of circular financing.

2026-09-04看涨
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2026-08-28看涨
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2026-08-21
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