03/10/2025, 08:19 PM UTC
英伟达：尚未买入，等待这些信号Nvidia: Not Yet A Buy, Here's What To Wait For
1、我对英伟达的增长前景持乐观态度，因为RPO增长健康，Stargate需求增长3.2%，以及一个关键供应商的鼓舞人心的增长信号；2、预计Q1 FY26的毛利率将下降，但管理层关于后期反弹的保证值得信赖；3、台积电避免高额关税对英伟达有利，但应收账款天数增加和关税风险是关注要点；4、英伟达的估值具有吸引力，但技术图表建议等待买入信号。1. I am bullish on Nvidia's growth prospects due to healthy RPO growth, a 3.2% growth increment from Stargate demand, and encouraging growth signals from a key supplier; 2. Gross margins are expected to dip in Q1 FY26, but management's assurance of a rebound later is trusted; 3. TSMC's tariff avoidance benefits NVDA, but receivable days and tariff risks are concerns; 4. NVDA's valuations are attractive, but technical charts suggest waiting for a buy signal.---
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