$英伟达(NVDA)_老虎社区_美港股上老虎

吉姆罗杰斯头号粉丝

03-15

$英伟达(NVDA)$ 英伟达的问题，我再说一下。大家可以把人工智能革命类比为1999年科网股泡沫，既然能称之为泡沫，他最后必定具备泡沫的特征—难以置信的高pe。那我们再来看目前的pe，完全能够匹配，这种情况是不能叫泡沫。

当年思科是做到了200pe，目前英伟达是70pe，所以简单来判断英伟达还能上涨3倍左右。

如果进入疯狗浪，先做到全市场最高市值是最基本的操作。

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

期权我就看看
03-15
期权我就看看
确实，当时的思科，后来的亚马逊，都是两百多倍的PE，现在连个LULULEMON都有60，相比英伟达就真的不算啥泡沫
- 能不能别瞎搞回复T000002151:
  明白人
- T000002151:
  要看总市值，那个时候美国市值就靠一家公司撑着？
五撇须
03-15
五撇须
这么看你可以all in进去不就得了，一个两万多亿美金再拉要多少资金，过两年产品需求满足了，还怎么增长，别看苹果落寞了，再怎么说一年一千亿美金收益是稳定的，英伟达以后还能这么赚钱才是鬼
- 能不能别瞎搞:
  明白人哈哈哈
伦敦靖王
03-15
伦敦靖王
只能说太天真，当时思科多少市值，现在英伟达多少市值，这能比吗？英伟达连900都上不了，回调到700才比较合理
偏爱巷子里的猫
03-15
偏爱巷子里的猫
你的见解太棒了！感谢你对作者内容的深入分析和准确预测👍
Vinsa8
03-16
Vinsa8
70的PE有泡沫的话，大A所有股票都是泡沫
Cowboys
03-15
Cowboys
你的想象充满想象！

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":284645026091048,"tweetId":"284645026091048","gmtCreate":1710500474771,"gmtModify":1710503054712,"author":{"id":9000000000000292,"authorId":9000000000000292,"authorIdStr":"9000000000000292","name":"吉姆罗杰斯头号粉丝","avatar":"https://static.tigerbbs.com/8d59e7c960eef6f97257cc799768d81e","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":37,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/fbe0515298a41a7428cf5f29c6f0b5da","width":"918","height":"1339"}],"coverImages":[{"img":"https://static.tigerbbs.com/fbe0515298a41a7428cf5f29c6f0b5da","width":"918","height":"1339"}],"html":"<html><head></head><body> <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> <v-v data-views=\"1\"></v-v> 英伟达的问题，我再说一下。大家可以把人工智能革命类比为1999年科网股泡沫，既然能称之为泡沫，他最后必定具备泡沫的特征—难以置信的高pe。那我们再来看目前的pe，完全能够匹配，这种情况是不能叫泡沫。当年思科是做到了200pe，目前英伟达是70pe，所以简单来判断英伟达还能上涨3倍左右。如果进入疯狗浪，先做到全市场最高市值是最基本的操作。<img src=\"https://static.tigerbbs.com/fbe0515298a41a7428cf5f29c6f0b5da\" tg-width=\"918\" tg-height=\"1339\"></body></html>","htmlText":"<html><head></head><body> <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> <v-v data-views=\"1\"></v-v> 英伟达的问题，我再说一下。大家可以把人工智能革命类比为1999年科网股泡沫，既然能称之为泡沫，他最后必定具备泡沫的特征—难以置信的高pe。那我们再来看目前的pe，完全能够匹配，这种情况是不能叫泡沫。当年思科是做到了200pe，目前英伟达是70pe，所以简单来判断英伟达还能上涨3倍左右。如果进入疯狗浪，先做到全市场最高市值是最基本的操作。<img src=\"https://static.tigerbbs.com/fbe0515298a41a7428cf5f29c6f0b5da\" tg-width=\"918\" tg-height=\"1339\"></body></html>","text":"$英伟达(NVDA)$ 英伟达的问题，我再说一下。大家可以把人工智能革命类比为1999年科网股泡沫，既然能称之为泡沫，他最后必定具备泡沫的特征—难以置信的高pe。那我们再来看目前的pe，完全能够匹配，这种情况是不能叫泡沫。 当年思科是做到了200pe，目前英伟达是70pe，所以简单来判断英伟达还能上涨3倍左右。 如果进入疯狗浪，先做到全市场最高市值是最基本的操作。","highlighted":1,"essential":2,"paper":1,"likeSize":15,"commentSize":10,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/284645026091048","repostId":0,"isVote":1,"tweetType":1,"viewCount":15163,"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":false,"upFlag":false,"length":320,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":284679221379384,"gmtCreate":1710507472137,"gmtModify":1710512061024,"authorId":3489542956853100,"author":{"id":3489542956853100,"authorId":3489542956853100,"name":"期权我就看看","avatar":"https://static.tigerbbs.com/51ccadd35dd38328efbbd9d4c7c9fb33","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":284645026091048,"type":1,"supId":0,"prevId":0,"content":"确实，当时的思科，后来的亚马逊，都是两百多倍的PE，现在连个LULULEMON都有60，相比英伟达就真的不算啥泡沫 ","text":"确实，当时的思科，后来的亚马逊，都是两百多倍的PE，现在连个LULULEMON都有60，相比英伟达就真的不算啥泡沫 ","html":"确实，当时的思科，后来的亚马逊，都是两百多倍的PE，现在连个LULULEMON都有60，相比英伟达就真的不算啥泡沫 ","likeSize":2,"commentSize":2,"subComments":[{"id":284783774212240,"gmtCreate":1710532995354,"gmtModify":1710532999106,"authorId":3559329655819166,"author":{"id":3559329655819166,"authorId":3559329655819166,"name":"能不能别瞎搞","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":0,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3473724250578436,"repliedAuthor":{"id":3473724250578436,"authorId":3473724250578436,"name":"T000002151","avatar":"https://static.laohu8.com/988b2401c1281b1dd7c71650e533bf1a","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"objectId":284645026091048,"type":1,"supId":284679221379384,"prevId":284724803965000,"content":"明白人 ","text":"明白人 ","html":"明白人 "},{"id":284724803965000,"gmtCreate":1710518653564,"gmtModify":1710518657217,"authorId":3473724250578436,"author":{"id":3473724250578436,"authorId":3473724250578436,"name":"T000002151","avatar":"https://static.laohu8.com/988b2401c1281b1dd7c71650e533bf1a","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":284645026091048,"type":1,"supId":284679221379384,"prevId":0,"content":"要看总市值，那个时候美国市值就靠一家公司撑着？","text":"要看总市值，那个时候美国市值就靠一家公司撑着？","html":"要看总市值，那个时候美国市值就靠一家公司撑着？"}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0},{"id":284712196739392,"gmtCreate":1710515525210,"gmtModify":1710515529356,"authorId":3450061884314599,"author":{"id":3450061884314599,"authorId":3450061884314599,"name":"五撇须","avatar":"https://static.tigerbbs.com/b54c88afdc73085ffe810fdd03c5b90a","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":284645026091048,"type":1,"supId":0,"prevId":0,"content":"这么看你可以all in进去不就得了，一个两万多亿美金再拉要多少资金，过两年产品需求满足了，还怎么增长，别看苹果落寞了，再怎么说一年一千亿美金收益是稳定的，英伟达以后还能这么赚钱才是鬼","text":"这么看你可以all in进去不就得了，一个两万多亿美金再拉要多少资金，过两年产品需求满足了，还怎么增长，别看苹果落寞了，再怎么说一年一千亿美金收益是稳定的，英伟达以后还能这么赚钱才是鬼","html":"这么看你可以all in进去不就得了，一个两万多亿美金再拉要多少资金，过两年产品需求满足了，还怎么增长，别看苹果落寞了，再怎么说一年一千亿美金收益是稳定的，英伟达以后还能这么赚钱才是鬼","likeSize":1,"commentSize":1,"subComments":[{"id":284783837303048,"gmtCreate":1710533011221,"gmtModify":1710533014952,"authorId":3559329655819166,"author":{"id":3559329655819166,"authorId":3559329655819166,"name":"能不能别瞎搞","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":0,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":284645026091048,"type":1,"supId":284712196739392,"prevId":0,"content":"明白人哈哈哈","text":"明白人哈哈哈","html":"明白人哈哈哈"}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0},{"id":284709359759568,"gmtCreate":1710514886241,"gmtModify":1710515032243,"authorId":3573123309464721,"author":{"id":3573123309464721,"authorId":3573123309464721,"name":"伦敦靖王","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.20","exceedPercentage":"80.27%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":284645026091048,"type":1,"supId":0,"prevId":0,"content":"只能说太天真，当时思科多少市值，现在英伟达多少市值，这能比吗？英伟达连900都上不了，回调到700才比较合理","text":"只能说太天真，当时思科多少市值，现在英伟达多少市值，这能比吗？英伟达连900都上不了，回调到700才比较合理","html":"只能说太天真，当时思科多少市值，现在英伟达多少市值，这能比吗？英伟达连900都上不了，回调到700才比较合理","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":284662635507984,"gmtCreate":1710503421258,"gmtModify":1710726047431,"authorId":9000000000000548,"author":{"id":9000000000000548,"authorId":9000000000000548,"name":"偏爱巷子里的猫","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":284645026091048,"type":1,"supId":0,"prevId":0,"content":"你的见解太棒了！感谢你对作者内容的深入分析和准确预测👍","text":"你的见解太棒了！感谢你对作者内容的深入分析和准确预测👍","html":"你的见解太棒了！感谢你对作者内容的深入分析和准确预测👍","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":284738805678376,"gmtCreate":1710522018647,"gmtModify":1710522638543,"authorId":3486352703133754,"author":{"id":3486352703133754,"authorId":3486352703133754,"name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":284645026091048,"type":1,"supId":0,"prevId":0,"content":"70的PE有泡沫的话，大A所有股票都是泡沫","text":"70的PE有泡沫的话，大A所有股票都是泡沫","html":"70的PE有泡沫的话，大A所有股票都是泡沫","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":284691221778504,"gmtCreate":1710510454775,"gmtModify":1710510458470,"authorId":3566729514586219,"author":{"id":3566729514586219,"authorId":3566729514586219,"name":"Cowboys","avatar":"https://static.tigerbbs.com/5178f6c6ca9da6c8abc6191f91fd0439","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":284645026091048,"type":1,"supId":0,"prevId":0,"content":"你的想象充满想象！","text":"你的想象充满想象！","html":"你的想象充满想象！","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/284645026091048"}