因此，我想加入名单的第一只股票是英伟达。现在，英伟达几乎处于其历史最高点，约为231.63美元。它之前有不错的上涨，然后回落。
For this reason, the first stock I want to add to the list is Nvidia. Now, Nvidia is almost at its all-time high of around $231.63. It saw a good rise before it fell back down.
至于我，英伟达，正如我提到的，我们快速看一下评级，以说明为什么我认为它非常便宜。没错，我们现在看到英伟达的远期市盈率接近19倍。这太疯狂了。
As for me, Nvidia, as I mentioned, we'll take a quick look at the rating, to show why I think it's very cheap. That's right, we now see Nvidia with a forward price-to-earnings ratio approaching 19. That's crazy.
特别是，尤其是他们在最新财报中表示，由于供应限制，他们预计明年将增长70%。如果没有供应限制，他们的客户会预计明年增长翻倍。因此，存在巨大的机会和庞大的需求，而整个人工智能世界由于供应链中的某些瓶颈而无法满足这些需求。
In particular, especially since they stated in their latest earnings report that they expect 70% growth next year due to supply constraints. If they didn't have supply constraints, their customers would have expected growth to double next year. Therefore, there is a huge opportunity and a massive appetite that the entire AI world cannot satisfy due to certain bottlenecks in the supply chain.