分享的观点图
NVDA:30 位博主的最新观点(截至 2026年11月13日)
- 观点
- 30
- 博主
- 30
- 股票判断
- 30
- 看多 / 看空
- 20 / 10
图中的观点
更多分享图微軟、谷歌、亞馬遜和Meta的AI資本開支沒停,英偉達下一代產品的統治力沒變,股價卻已經提前把最壞的恐慌定價進去了,所以可以分批建倉。
Overall, yes, I think Nvidia is a great dip buy. You have one of the best companies in history down 30% below its highs because of the uncertainty and doubt about the CEO and the investigations.
The business Jensen built is still booming, and even Google and Amazon are still buying Nvidia chips. That's why I'm buying this dip. My plan is to dollar cost average in over the next few months.
My personal opinion is that Kress leadership is negative for $NVDA centric ecosystems and its financing. Companies like $COHR that supply everyone, with long term visibility are more isolated.
