Schwab Network 对 $NVDA 的判断变化

2026-09-05看涨
Beyond NVDA: New Frontiers in Space Stocks, Healthcare AI
NVDA具有强劲的未来增长潜力,这得益于预期的收入增长和市场主导地位;被视为表现最佳的股票之一。

英伟达刚刚公布了季度营收,为 962 亿美元。这代表了超过 100% 的增长。他们的数据中心营收增长更为显著,达到了 117%。

Nvidia just reported quarterly revenues of $96.2 billion. This represents an increase of more than 100%. Their data center revenues saw an even greater increase, by 117%.

如你所知,我相信英伟达最好的日子还在后头。就像你说的,也有预测到 2028 年营收将达到 70%。所以,目前形势一片大好。

Well, as you know, I believe that Nvidia's best days are yet to come. I mean, just like you said, there are also projections of revenues reaching 70% by 2028. So, the situation is booming right now.

他们在市场份额和某些软件上的垄断,正如你提到的数据中心和他们做的其他事情,帮助他们取得了这样的成绩。所以,英伟达从各方面衡量都是一只出色的股票,并且处于领先地位,这很棒。

Their monopoly over their market share and certain software, as you mentioned regarding data centers and other things they do, has helped them . So, Nvidia is a fantastic stock by all measures and is leading the pack , and that's great .

2026-09-04看涨
NVDA Strengthens AI Dominance with Hugging Face Acquisition
英伟达收购Hugging Face是一项积极的战略举措,强化了其在AI基础设施领域的角色,并支持其长期主导地位。

欢迎,现在我们把注意力转向英伟达,此前它宣布收购“Hugging Face”。英伟达为“Hugging Face”支付近130亿美元,这是其有史以来第二大收购。

Welcome, it's time to turn our attention to Nvidia after its announcement of the acquisition of "Hugging Face" yesterday. Nvidia is paying nearly $13 billion for " Hugging Face". It is its second largest acquisition ever.

英伟达在这里看到了什么,使得“Hugging Face”值得这样的溢价?本地模型只是英伟达提供那些芯片的另一种方式,那些我们谈到的支持美国经济的惊人芯片。

What does Nvidia see here that makes "Hugging Face" worth this kind of price premium? Local models are just another way for Nvidia to provide those chips, the amazing chips we talked about that support the American economy.

2026-09-04
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