Brad Gerstner回应“英伟达涨太多”质疑！下一个买点在？

悬赏1000虎币

英伟达每天都在高开低走，来看一下Brad Gerstner是怎么为英伟达辩护的：

Altimeter Capital创始人Brad Gerstner接受采访，谈及对市场前景的看法，以及他的2026年投资组合，他认为投资者们仍然低估了这轮AI超级周期的规模。至于市场对“英伟达涨太多”的质疑，Gerstner表示在市场一致预期英伟达今年盈利增长65%的情况下，目前大约25倍市盈率并不算高，只要把盈利做出来，股价自然就起来了。

比起“估值扩张”，大家觉得“盈利兑现”的行情（Brad Gerstner对英伟达的未来预测）是否更难达到？ $英伟达(NVDA)$ 持续震荡，接下来你是看涨or看跌？

评论区分享你的观点，一起赢取虎币奖励！[可爱]

美国修改芯片禁令！英伟达能否大涨？

1月14日，美国商务部下属工业和安全局（BIS）修改出口管制条例，将高性能芯片的出口限制放宽，其中包括总处理性能（TPP）低于21000，总DRAM带宽低于6500GB/s等，为$英伟达 (NVDA.US)$H200、AMD MI325X等产品的出口在法律上打开了空间。【英伟达两连阳，大家看好英伟达后续涨势吗？现在是否是上车好时机？】

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。

悬赏1000虎币截止至01/28 13:40

发起者将在悬赏结束前选出最佳恢复并分配虎币

精彩评论

躺平躺到地狱了
01-07
躺平躺到地狱了
赢得30虎币
英伟达
最近走势有点缓，个人认为因为打因为涨得太多，体量太大，最近上涨乏力横盘震荡，需要横盘震荡化解压力，充分震荡后才能选择方向
苍穹之剑888
01-07
苍穹之剑888
赢得30虎币
英伟达主要是体量太大，长得太高了，需要充分的横盘震荡化解压力消除分歧形成共识，然后在选择方向
春天风云
01-07
春天风云
赢得30虎币
看涨英伟达，的确市盈率不高，和特斯拉比非常的，所以我坚持看涨。期待达子上300
冬天的月亮
01-07
冬天的月亮
赢得20虎币
英伟达主要是体量太大炒的太高了需要充分的横盘震荡化解压力后再选择方向
春风不解夏季情
01-07
春风不解夏季情
赢得30虎币
看涨英伟达，的确市盈率不高，和特斯拉比非常的，所以我坚持看涨。期待达子上300
梦想快实现
01-07
梦想快实现
赢得30虎币
基于目前（2026年1月）的最新情报，我的观点是：中期看涨，但短期会有剧烈震荡。

虽然股价近期在187美元附近震荡，甚至出现高开低走的情况，但支撑其上涨的底层逻辑不仅没有减弱，反而在超预期地增强。

发表看法

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