【视频】价值投资者为何不买英伟达？

2024-08-30

多头股票价值投资公司Causeway Capital Management的首席执行官Sarah Ketterer 7月访谈：英伟达为何不是价值投资？“新兴市场价值投资”又该如何理解？

巴克莱分析师大幅上调英伟达目标价至200美元，预计其股价仍有近四成上涨空间，市值或逼近5万亿美元。这一乐观预期基于英伟达新一代Blackwell AI平台的部署进展以及公司未来盈利能力的看好。【本周虽然局势动荡，但英伟达股价仍然稳定在143-145稳定震荡，大家觉得英伟达是否能称得上“避险资金”？你看好后续突破$200吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

Tigerrrrr
2024-09-04
Tigerrrrr
是的，NVDA目前的股价已经泡沫化了。

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":343998084243824,"tweetId":"343998084243824","gmtCreate":1725005404595,"gmtModify":1725005447341,"author":{"id":4161144904368310,"idStr":"4161144904368310","authorId":4161144904368310,"authorIdStr":"4161144904368310","name":"year_","avatar":"https://static.tigerbbs.com/945e27a1ac6b3373cb873bfd70f99f98","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":71,"starInvestorFlag":false},"themes":[{"themeId":"5e88a0255e6f4527a76a6ac0053d7679","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"英伟达成避险资金？！后续能否突破$200？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":5e88a0255e6f4527a76a6ac0053d7679}&rnconfig={\"headerBarHidden\": true}","description":"巴克莱分析师大幅上调英伟达目标价至200美元，预计其股价仍有近四成上涨空间，市值或逼近5万亿美元。这一乐观预期基于英伟达新一代Blackwell AI平台的部署进展以及公司未来盈利能力的看好。【本周虽然局势动荡，但英伟达股价仍然稳定在143-145稳定震荡，大家觉得英伟达是否能称得上“避险资金”？你看好后续突破$200吗？】","image":"https://static.tigerbbs.com/c256a09f7577ae45375dd577853a8ce1"}],"images":[],"coverImages":[],"title":"【视频】价值投资者为何不买英伟达？","html":"<html><head></head><body>多头股票价值投资公司Causeway Capital Management的首席执行官Sarah Ketterer 7月访谈：英伟达为何不是价值投资？“新兴市场价值投资”又该如何理解？ <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <video poster=\"https://static.tigerbbs.com/dbf05951874d1e1f8d5e51f6b760eaec\" tg-width=\"1280\" tg-height=\"720\" class=\"ql-video\" controls=\"true\" id=\"te-video\" controlslist=\"nodownload\" playsinline=\"true\" webkit-playsinline=\"true\"><source src=\"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/d5044d931397757892008117559/33OAAlRWLu8A.mp4\"></video></body></html>","htmlText":"<html><head></head><body>多头股票价值投资公司Causeway Capital Management的首席执行官Sarah Ketterer 7月访谈：英伟达为何不是价值投资？“新兴市场价值投资”又该如何理解？ <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <video poster=\"https://static.tigerbbs.com/dbf05951874d1e1f8d5e51f6b760eaec\" tg-width=\"1280\" tg-height=\"720\" class=\"ql-video\" controls=\"true\" id=\"te-video\" controlslist=\"nodownload\" playsinline=\"true\" webkit-playsinline=\"true\"><source src=\"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/d5044d931397757892008117559/33OAAlRWLu8A.mp4\"></video></body></html>","text":"多头股票价值投资公司Causeway Capital Management的首席执行官Sarah Ketterer 7月访谈：英伟达为何不是价值投资？“新兴市场价值投资”又该如何理解？ $英伟达(NVDA)$","highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"link":"https://laohu8.com/post/343998084243824","repostId":0,"isVote":1,"tweetType":2,"object":{"id":"a5d5379eb7f24d249e98412fcd6cfdde","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/d5044d931397757892008117559/33OAAlRWLu8A.mp4","poster":"https://static.tigerbbs.com/dbf05951874d1e1f8d5e51f6b760eaec","desc":""},"viewCount":4027,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":146,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":345758931829016,"commentId":"345758931829016","gmtCreate":1725418990918,"gmtModify":1725418994461,"authorId":3555060072573546,"author":{"id":3555060072573546,"idStr":"3555060072573546","authorId":3555060072573546,"name":"Tigerrrrr","avatar":"https://static.tigerbbs.com/45a2335827332f4bf9b19d06404a2f63","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":343998084243824,"objectIdStr":"343998084243824","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"是的，NVDA目前的股价已经泡沫化了。","text":"是的，NVDA目前的股价已经泡沫化了。","html":"是的，NVDA目前的股价已经泡沫化了。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/343998084243824"}