Christopher Uhl - OVTLYR 对 $NVDA 的判断变化

2026-09-05

《PREPARE FOR TUESDAY‼️ #AMD #MU #AAPL #NVDA #MSFT #XOM #KMI #BP #BKR》

英伟达。嗯，财报公布后股价上涨了。我们记得。它已经回落，在那里形成了一个小底部，并试图再次上涨，但它获得了9分中的4分。板块的恐惧与贪婪指数强烈下行。板块的扩张也强烈趋向下降。

信号仍然处于卖出信号水平。我不知道他是否有足够的动力。恐惧与贪婪指数继续跌入恐惧区域。所以，我给英伟达9分中的4分。NVDA获得9分中的4分。好的。

Nvidia. Well, the stock rose after the earnings announcement. We remember that. It has fallen back, formed a small base there, and is trying to rise again, but it received a rating of 4 out of 9. The sector's fear and greed index is strongly trending downwards. The sector's expansion is also trending strongly towards a decline. The signal is still at a sell signal level here. I don't know if he has enough momentum. The fear and greed index continues to fall into the fear zone. So, I give Nvidia a rating of 4 out of 9. NVDA gets a rating of 4 out of 9. Okay.

看原视频08:03

2026-08-30看跌

《Elon Musk Explains How the AI Bubble Will Burst - Professional Investor Reacts》

NVDA因上方阻力缺乏上行动能，应避免买入。

对于那些不了解情况的人来说，因为英伟达制造世界上最好的人工智能芯片，而美国控制着英伟达被允许向中国销售的产品，我们已经看到限制措施出台，禁止向中国出口最强大的芯片。

So, for those that don't know, because Nvidia makes the best AI chips in the world and the US controls what Nvidia is allowed to sell to China, we've seen restrictions come into place banning the export of the most powerful chips to China.

特朗普在12月批准了向中国限量销售H200。这从2月份开始，数量很少。但有一个问题。美国对这些运往中国的芯片征收25%的关税。所以，还值得注意的是，英伟达最新的芯片，即Blackwell和即将推出的Rubin架构，仍然完全禁止向中国销售。

Trump approved limited H200 sales to China in December. That started in small amounts in February. There was a catch. The US is imposing a 25% tariff on these chips destined for China. So, it's also worth noting Nvidia's newest chips, which is Blackwell and the upcoming Rubina architecture, they're still completely off-limits to China.

看原视频11:22

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