03/16/2025, 05:04 AM UTC
自7月份以来，NVIDIA的卖家数量明显多于买家：我的价格目标Nvidia Sellers Have Clearly Outnumbered Buyers Since July: My Price Targets
1. 作者避免投资像NVIDIA这样的泡沫股票，自2023年下半年以来，其股价一直处于极度高估状态；2. 2024年内部人士的抛售行为非常激进，在2025年初出现经济衰退担忧之前，净清算价值接近20亿美元；3. 作者认为，目前华尔街对NVIDIA每股收益和销售额增长的预测过于乐观，没有考虑到年初增长后的潜在经济衰退和竞争影响；4. 自7月份以来，交易图表显示卖方与买方之间的不平衡不断扩大，动量模式让人联想到2008年初。1. The author avoids bubble stocks like Nvidia, which has been trading at extreme overvaluations since the second half of 2023; 2. Insider selling was aggressive in 2024, with nearly $2 billion in net liquidated value, before recession fears appeared in early 2025; 3. The author believes current Wall Street forecasts for Nvidia EPS and sales growth are overly optimistic, not accounting for potential recession and competition impacts after early year growth; 4. The trading chart shows an expanding imbalance of sellers vs. buyers since July, with a momentum pattern reminiscent of early 2008.---
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