Wall Street's 'Dean Of Valuation' Says Nvidia Stock Is 'Priced To The Point Of Insanity,' But These 2 Magnificent 7 Stocks Can Be Bought Right Now
Wall Street's 'Dean Of Valuation' Says Nvidia Stock Is 'Priced To The Point Of Insanity,' But These 2 Magnificent 7 Stocks Can Be Bought Right Now
If you bought Nvidia at the right time, it was an "amazing" buy, but at today's prices, it stands out as being particularly overpriced, Damodaran said after assessing current valuations of the Magnificent Seven stocks.New York University's Aswath Damodaran believes the so-called Magnificent Seven stocks are overpriced, but there are a few names in the group that really stand out.
纽约大学的阿斯瓦斯·达莫达兰认为，所谓的科技七巨头股票定价过高，但该集团中有一些名字确实脱颖而出。
What To Know: Damodaran, who's often referred to as the "Dean of Valuation," teaches finance and equity valuation at NYU's business school.
须知：通常被称为 “估值系主任” 的达莫达兰在纽约大学商学院教授金融和股票估值。
Tuesday on CNBC's "Closing Bell," the finance professor flagged Nvidia Corp (NASDAQ:NVDA) as being "priced to the point of insanity."
周二在CNBC的 “闭幕钟” 上，这位金融学教授称英伟达公司（纳斯达克股票代码：NVDA）“被定价到疯狂的地步”。
If you bought Nvidia at the right time, it was an "amazing" buy, but at today's prices, it stands out as being particularly overpriced, Damodaran said after assessing current valuations of the Magnificent Seven stocks.
达莫达兰在评估了科技七巨头股票当前的估值后表示，如果你在正确的时间收购了英伟达，那是一个 “了不起的” 买入，但以今天的价格来看，它的定价尤其过高。
"You can get pretty close to the current prices for the other companies. Nvidia, I can't even get close," he said.
“你可以非常接近其他公司的当前价格。Nvidia，我甚至无法接近，” 他说。
"The last time I valued it, Nvidia was at $400 ... at $682 that's a stretch. Given the current earnings potential and cash flows, I just can't get there. Maybe I'm just missing some part of the picture, but to me it doesn't make sense."
“我上次对其进行估值时，Nvidia的价格为400美元... 为682美元，这有点牵强。考虑到当前的盈利潜力和现金流，我无法实现这一目标。也许我只是遗漏了照片的某些部分，但对我来说这没有意义。”
On the other end of the spectrum, Damodaran believes Apple Inc (NASDAQ:AAPL) and Tesla Inc (NASDAQ:TSLA) currently have the most attractive valuations in the Magnificent Seven.
另一方面，达莫达兰认为，苹果公司（纳斯达克股票代码：AAPL）和特斯拉公司（纳斯达克股票代码：TSLA）目前在壮丽七人组中估值最具吸引力。
Although the entire group feels a bit overpriced, investors that don't have any exposure to the Magnificent Seven stocks and want to buy in should look at Apple and Tesla, he said.
他说，尽管整个集团都觉得定价有点过高，但对科技七巨头股票没有任何敞口并想买入的投资者应该关注苹果和特斯拉。
Damodaran told CNBC he bought Tesla shares around $180 a couple of weeks ago. The stock has been under pressure in recent months amid concerns over the pace of EV adoption and is currently down about 25% since the start of the year.
达莫达兰告诉CNBC，他在几周前购买了约180美元的特斯拉股票。由于对电动汽车采用步伐的担忧，该股最近几个月一直承压，目前自年初以来已下跌约25％。
The NYU professor is also high on Apple at current levels. The iPhone maker's stock performance has been tied to upgrade cycles for iPhones, Damodaran said.
在目前的水平上，纽约大学教授对苹果的评价也很高。达莫达兰说，这家iPhone制造商的股票表现与iPhone的升级周期息息相关。
The company has a bad year when upgrades are down and a good year when there is a big upgrade cycle during the course of the year, he said, adding that he sees room to the upside from here.
他说，该公司在升级阶段表现不佳的一年，一年中有一个大规模的升级周期，他补充说，他认为今后还有上升空间。
"I think Apple will bounce back a little bit. It's a slow-growth cash machine and people have to be realistic about what they are getting, but I think at $188, it's as good a buy as any of the other seven," Damodaran said.
“我认为苹果会稍微反弹一点。这是一台增长缓慢的自动提款机，人们必须对自己得到的东西持现实的态度，但我认为，在188美元的价格上，它和其他七台自动提款机一样值得购买，” 达莫达兰说。
NVDA, AAPL, TSLA Price Action: At the time of writing, Nvidia shares were up 2.77% at $701.12 and Tesla shares were up 1.80% at $188.44, while Apple shares were down 0.071% at $189.19, per Benzinga Pro.
NVDA、AAPL、TSLA价格走势：在撰写本文时，英伟达股价上涨2.77％，至701.12美元，特斯拉股价上涨1.80％，至188.44美元，而苹果股价下跌0.071％，至189.19美元。
Photos: Courtesy of Apple & Tesla.
照片：由苹果和特斯拉提供。
