Dividend Data 对 $NVDA 的判断变化

2026-09-03看涨

《Broadcom Stock is Buy. I Was Wrong.》

就在上周，OpenAI 发布了他们的新 AI 芯片 Halapenio，在某些指标上实际上比 Nvidia 的芯片更好。

and just this past week OpenAI announced their new AI chip, Halapenio, which is actually better than Nvidia chips on some metrics.

这可能已经流入了我对 Microsoft、Google 以及 Nvidia 的投资。

and it's probably flowed into my investments in Microsoft, Google, and then Nvidia.

而明年的展望与 Nvidia 在最新财报中给出的明年展望类似。他们是基于已确保的供应来做出这一展望的。Jensen 在 Nvidia 财报电话会议上也说了完全相同的话。

And this next year outlook is similar to how Nvidia gave their next year outlook in their latest earnings report. And they did it based on the supply they have secured. And Jensen said the exact same thing on the Nvidia earnings call.

看原视频00:06

2026-09-02看涨

《Dell Just Became a Growth Stock. Thank Nvidia.》

持有NVDA是获取AI敞口的首选策略，因其卓越的业务质量和持久的现金流韧性，能够抵御潜在的市场放缓。

我将解释戴尔如何从更广泛的AI数据中心建设中受益，以及他们现在如何与英伟达建立了紧密的合作伙伴关系。只要英伟达持续增长，戴尔也会随之增长。

I'll explain how Dell is benefiting from the broader AI data center buildout, and how they basically have a tight partnership now with Nvidia. And as long as Nvidia keeps growing, so will Dell.

所以，今天我将讲述戴尔如何在2026年成为成长股的故事，以及在某些指标下，它可能比英伟达更便宜。

So, today I'm going to tell the story of how Dell became a growth stock in 2026, and how by some metrics, it might be cheaper than Nvidia.

关于戴尔，另一个需要了解的重要事项是，与英伟达这样的公司相比，他们的利润率要低得多。英伟达的毛利率为72%，净利率为50%。

The other important thing to know about with Dell is that they have much lower margins compared to a company like Nvidia. Nvidia has 72% gross margins and 50% net margins.

看原视频01:06

2026-08-27看涨

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