Shared opinion image
NVDA: latest views from 34 influencers, as of Nov 14, 2026
- Opinions
- 34
- Influencers
- 34
- Stock calls
- 34
- Bullish / bearish
- 22 / 12
Opinions in this image
More shared images英伟达不缺订单、Q3财报数字应该比较好看,所以我觉得用这个娱乐倉玩一下它在港港一天,应该是可以的,但杠杆工具不能长期持有,见好就收。
我最近其实也是有在不断的减仓英伟达的,从300股减到了200出头,但仓位比重仍然偏高。估值虽便宜,但增速和毛利率放缓、竞争加剧。
如果要站在长期角度看半导体，搞不好还是英伟达相对靠谱一点，因为它手里现金多、可以回购股票；不过我自己短期还是不碰这个板块。
Most of Nvidia's senior engineers are already financially free, and many stayed for Jensen's charisma. Now that he's gone, it wouldn't be strange if they left Nvidia tomorrow, with competitors like OpenAI already calling them.
