Parkev Tatevosian, CFA 对 $NVDA 的判断变化

2026-09-05看涨
3 Undervalued AI Stocks You Can Buy With 40% Upside or More
NVDA是当前最值得买入的股票,凭借竞争优势和售罄的供应,尽管存在竞争风险,其股价在12-18个月内有约55%的上涨空间至339美元。

它是英伟达和AMD等公司的制造合作伙伴。

It is the manufacturing partner for companies such as Nvidia and AMD.

最后但同样重要的是英伟达,我估计其公允价值为339美元。当前市场价格为219美元,因此我计算出英伟达股票在未来12至18个月内将上涨约55%。

Last but not least, Nvidia, which estimated its fair value at $339. The current market price is $219, so I have calculated an increase of approximately 55% for Nvidia stock over the next 12 to 18 months.

英伟达的积极因素包括它向其他公司提到的AI提振,以及英伟达的竞争优势。英伟达是市场上唯一一家为构建数据中心的企业提供完整解决方案的公司。你不需要求助于任何其他供应商。你可以从英伟达获得CPU、GPU、网络、软件等一切。

2026-09-04看涨
Nvidia Stock: Buy or Sell? (My Final Verdict) | NVDA Stock Deep Dive Part 5
NVDA是最佳股票;其内在价值升至341美元,而股价为228美元,意味着未来12至18个月约有50%的上涨空间。

我已经有机会消化英伟达近期的业绩、新闻稿、与华尔街分析师的电话会议、利润表、现金流量表和资产负债表等。我已更新该公司的折现现金流评估,并修订了对它的评级。

Well, I've had the opportunity to digest Nvidia's recent results, press release, conference call with Wall Street analysts, income statement, cash flow statement, balance sheet , etc. I have updated the company's discounted cash flow assessment and revised my rating of it .

请记住,在此次季度投资者更新之前,我已将英伟达股票上调至我的最高买入评级。因此,看到公司公布这些业绩后股价上涨约10%,我感到非常高兴。

Remember, prior to this quarterly investor update, I upgraded Nvidia stock to my top buy. So I was very pleased to see the share price jump by about 10% after the company announced these results.

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