---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/39605555.md"
description: "$NVIDIA(NVDA.US) Many people have been waiting for NVIDIA below 170 for over half a year. Now the stock price has dropped to less than 20 times forward P/E.At the GTC conference, $NVIDIA(NVDA.US) made it very clear: the Blackwell and Rubin generations of AI chips have the potential to reach over $1 trillion in sales by 2027. Meanwhile, NVIDIA has also regained some licenses and started resuming production of the compliant H200 version for the Chinese market.Of course, the short-term market completely ignores these factors. Once war breaks out, oil prices, inflation, and interest rate expectations all surge, and fundamentals take a back seat.But if you extend the timeframe to 2-3 years, such mispriced moments often represent high-probability opportunities.Based on this logic, I will continue to add to my position in batches as planned.As Dan Bin said, unless there's a real world war, many times it's just a "deep squat before the jump.""
datetime: "2026-03-30T02:43:42.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39605555.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39605555.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39605555.md)
author: "[爱妻的交易员](https://longbridge.com/zh-HK/profiles/17289850.md)"
---

> 支持的語言: [English](https://longbridge.com/en/topics/39605555.md) | [简体中文](https://longbridge.com/zh-CN/topics/39605555.md)


# $NVIDIA(NVDA.US) Many people have been waiting for…


### 相關股票

- [NVIDIA (NVDA.US)](https://longbridge.com/zh-HK/quote/NVDA.US.md)

## 評論 (10)

- **小罗只做长线价投 · 2026-03-30T14:08:43.000Z**: Buy it!
  - **爱妻的交易员** (2026-03-30T14:13:28.000Z): Must buy! If not now, when?
  - **小罗只做长线价投** (2026-03-30T14:14:26.000Z): Been buying all along, haha
- **帅比龙 · 2026-03-30T07:30:12.000Z**: Bought it half a year ago, have been adding to my position, just waiting quietly
  - **爱妻的交易员** (2026-03-30T07:51:19.000Z): Wait for the flowers to bloom
  - **帅比龙** (2026-03-30T07:55:27.000Z): Wait for the flowers to bloom
- **新用户_B5h · 2026-03-30T06:18:02.000Z · 👍 2**: Doesn't the rise in forward oil prices change the basic factors? If this isn't a basic factor, then what is?
- **一心戒赌总失败 · 2026-03-30T03:12:37.000Z · 👍 1**: If there were opportunities every day, wouldn't everyone be making a fortune? 😂
  - **感恩，前行** (2026-03-30T03:28:12.000Z): The problem is that the vast majority of people can't hold on to it.
  - **AAA我不是韭王** (2026-03-30T06:27:19.000Z): That's true, many times it's about cutting losses and running.