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
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.
紐約大學的阿斯瓦斯·達莫達蘭認爲，所謂的科技七巨頭股票定價過高，但該集團中有一些名字確實脫穎而出。
What To Know: Damodaran, who's often referred to as the "Dean of Valuation," teaches finance and equity valuation at NYU's business school.
須知：通常被稱爲 “估值系主任” 的達莫達蘭在紐約大學商學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."
週二在CNBC的 “閉幕鍾” 上，這位金融學教授稱英偉達公司（納斯達克股票代碼：NVDA）“被定價到瘋狂的地步”。
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.
達莫達蘭在評估了科技七巨頭股票當前的估值後表示，如果你在正確的時間收購了英偉達，那是一個 “了不起的” 買入，但以今天的價格來看，它的定價尤其過高。
"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當前價格。Nvidia，我甚至無法接近，” 他說。
"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."
“我上次對其進行估值時，Nvidia的價格爲400美元... 爲682美元，這有點牽強。考慮到當前的盈利潛力和現金流，我無法實現這一目標。也許我只是遺漏了照片的某些部分，但對我來說這沒有意義。”
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，達莫達蘭認爲，蘋果公司（納斯達克股票代碼：AAPL）和特斯拉公司（納斯達克股票代碼：TSLA）目前在壯麗七人組中估值最具吸引力。
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.
他說，儘管整個集團都覺得定價有點過高，但對科技七巨頭股票沒有任何敞口並想買入的投資者應該關注蘋果和特斯拉。
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.
達莫達蘭告訴CNBC，他在幾周前購買了約180美元的特斯拉股票。由於對電動汽車採用步伐的擔憂，該股最近幾個月一直承壓，目前自年初以來已下跌約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，紐約大學教授對蘋果的評價也很高。達莫達蘭說，這家iPhone製造商的股票表現與iPhone的升級週期息息相關。
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.
他說，該公司在升級階段表現不佳的一年，一年中有一個大規模的升級週期，他補充說，他認爲今後還有上升空間。
"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.
“我認爲蘋果會稍微反彈一點。這是一臺增長緩慢的自動提款機，人們必須對自己得到的東西持現實的態度，但我認爲，在188美元的價格上，它和其他七臺自動提款機一樣值得購買，” 達莫達蘭說。
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價格走勢：在撰寫本文時，英偉達股價上漲2.77％，至701.12美元，特斯拉股價上漲1.80％，至188.44美元，而蘋果股價下跌0.071％，至189.19美元。
Photos: Courtesy of Apple & Tesla.
照片：由蘋果和特斯拉提供。