03/20/2025, 07:30 PM UTC
英伟达：为何我正在买入熔毁Nvidia: Why I Am Buying The Meltdown
1. 英伟达股价因贸易紧张局势而下跌；2. 其以美国为中心的业务和低估为其反弹提供了可能；3. 预计2025年对Blackwell GPU的高需求将显著提升英伟达的收入和自由现金流；4. 尽管存在贸易紧张局势，英伟达凭借强大的增长动力将在AI GPU市场中占据主导地位；5. NVDA当前基于2026财年收益的21倍估值，相对于其1年期市盈率提供了20%的折价，提供了有吸引力的投资机会。1. Nvidia's shares have declined due to trade tensions; 2. Its U.S.-centric business and undervaluation suggest a potential rebound; 3. Expected high demand for Blackwell GPUs in 2025 will significantly boost Nvidia's revenue and free cash flow; 4. Despite trade tensions, Nvidia will dominate the AI GPU market with strong growth catalysts; 5. NVDA's current valuation at 21X FY 2026 earnings offers a 20% discount to its 1-year P/E ratio.---
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