NVIDIA TodayNVDANVIDIA$133.40 +1.60 (+1.22%) 52-Week Range$86.62▼$195.95Dividend Yield0.03%P/E Ratio52.53Price Target$164.84Add to WatchlistMany investors closely watch 13F filings from institutional money managers. While chip giant NVIDIA NASDAQ: NVDA isn’t typically seen in that role, it must file as well, since it manages over $100 million in U.S.-traded securities. Below is a breakdown of the six stocks listed on NVIDIA’s most recent 13F.Get NVIDIA alerts:Examining these holdings provides insight into ...

英特尔(INTC.O)：全新Xeon 6系列处理器今日上市，目前三款中其中一款已被用作英伟达DGX B300的 主机CPU。 ...

Core Insights - The AI revolution is benefiting not only major tech companies like Microsoft and Nvidia but also semiconductor firms such as Taiwan Semiconductor Manufacturing Company (TSMC) and Innodata [1] Group 1: Taiwan Semiconductor Manufacturing Company (TSMC) - TSMC is the largest contract chipmaker globally, holding approximately 90% of the market share and collaborating with major companies like Nvidia, AMD, Broadcom, and Qualcomm [4] - The company has experienced a growth of +264.15% over the past five years, with its pure-play foundry market share projected to reach 66% by the end of 2025, driven by demand for 3nm and 5nm chips [5] - TSMC's sales increased by 42% last month, with its products being utilized in data centers, smartphones, and electric vehicles, and predictions suggest a potential stock increase of +30.89% in the next year [6] Group 2: Innodata - Innodata specializes in data engineering services and provides annotated data essential for training AI models across technology, finance, and healthcare sectors [9] - The company has established partnerships with five of the "Magnificent Seven," leading to a revenue surge of 96%, and the rise of specialized large language models presents further opportunities [10] - Estimates indicate that Innodata's stock could see an increase of +121.30% in the next 12 months [10] Group 3: Industry Outlook - Both TSMC and Innodata are positioned to become increasingly integral to the AI ecosystem, with TSMC manufacturing advanced chips and Innodata supplying necessary data for training new language models [11]

G42、OpenAI、甲骨文(ORCL.N)、英伟达(NVDA.O)、软银集团和思科(CSCO.O)今日宣布合作建设阿 联酋"星际之门"数据中心。 ...

订阅数字货币资讯 +订阅 美媒：苹果、特斯拉和英伟达的股票将在Kraken上作为代币进行交易 金十数据5月22日讯，据华尔街日报报道，加密货币交易平台Kraken计划允许非美国客户通过数字账本 以代币形式交易苹果(AAPL.O)、特斯拉(TSLA.O)、英伟达(NVDA.O)等热门股票。该公司表示，这 种"代币化股票"将使非美国人更容易投资美国股票。和比特币一样，它们每周7天、每天24小时都在交 易，即使是在美国股市休市的时候。Kraken表示，将在未来几周内开始推出代币化股票，这些股票将在 欧洲、拉丁美洲、非洲和亚洲上市。Kraken的美国客户将无法交易它们。 ...

据华尔街日报：苹果(AAPL.O)、特斯拉(TSLA.O)和英伟达(NVDA.O)的股票将作为代币在Kraken交易平 台交易。 ...

Core Viewpoint - Nvidia has experienced remarkable growth of 1,321% over five years, establishing itself as a leader in the AI sector, but Qualcomm is emerging as a potential rival due to its focus on Edge AI and cost-effective chip solutions [1][2][3]. Group 1: Nvidia's Market Position - Nvidia continues to dominate the AI and semiconductor sectors despite a -13.04% year-to-date performance dip, benefiting from data centers and enterprise software solutions [2]. - The company has a market cap that surpasses most tech giants, solidifying its position in the AI race [1]. Group 2: Qualcomm's Strategic Shift - Qualcomm is reinventing itself by focusing on Edge AI, aiming to bring artificial intelligence closer to users through smartphones, PCs, and electric vehicles [3]. - The company's expertise in low-power, high-efficiency chips positions it well for the anticipated shift towards more hands-on AI systems [3]. Group 3: Growth Predictions for Qualcomm - Predictions indicate Qualcomm stock could see a maximum increase of +48.70% over the next 12 months, with an average projected growth of +13.23% [4]. - Recent advancements by DeepSeek in developing affordable AI models could enhance Qualcomm's market position, as the company reported a 17% year-over-year revenue growth and a 21% earnings per share increase in Q2 FY2025 [7]. Group 4: Electric Vehicle Market Potential - The electric vehicle industry is projected to grow at a steady annual rate of 6.01% by 2029, reaching a market volume of approximately US$990.4 billion [8]. - Lower-cost AI solutions are expected to be favored by automakers for scaling smart car features, aligning with Qualcomm's focus on cost-effective chip solutions [9]. Group 5: Partnerships and Future Outlook - Qualcomm has previously collaborated with major automakers like BMW and Mercedes-Benz, indicating potential for future high-profile partnerships in the automotive sector [9]. - With a strong foothold in the automotive industry and a focus on affordable chip solutions, Qualcomm may capitalize on the next wave of AI adoption, similar to Nvidia's trajectory [10].

In early January, President Donald Trump announced a $500 billion artificial infrastructure (AI) infrastructure initiative, spearheading a new company called Stargate. Stargate identified NVIDIA (NVDA) , Microsoft (MSFT) , and British chip designer Arm (ARM) as "key initial technology partners" to build U.S.-based data centers to power artificial intelligence advancements. OpenAI revealed that $100 billion would be deployed immediately, with up to $500 billion invested over the next four years.U.S. Tech Gia ...

每经记者｜郑雨航 每经编辑｜高涵 ｜2025年5月22日 星期四｜ NO.1 纳微半导体与英伟达合作开发下一代800伏高压直流架构 NO.4 谷歌创始人布林称不看好人形机器人 当地时间5月21日，在Google I/O 2025开发者大会上，谷歌联合创始人谢尔盖·布林（Sergey Brin）直 言，自己可能是个异类，不太热衷人形机器人，对这个方向可能没那么乐观。据悉，谷歌在过去十年中 收购了多家机器人公司，包括波士顿动力，但最终都选择了出售或裁撤这些业务。 点评：这一表态可能表明，尽管人形机器人在技术上具有吸引力，但在实际应用和商业化方面仍面临诸 多挑战。 OpenAI当地时间5月21日宣布，以近65亿美元估值的全股票交易收购前苹果首席设计官乔纳森·艾维 （Jony Ive）联合创办的人工智能设备初创公司io，这是OpenAI迄今为止的最大规模收购。艾维和 OpenAI CEO奥尔特曼确认，他们的首批AI设备计划于2026年面世。 点评：乔纳森·艾维在苹果的设计经验将为OpenAI带来独特的设计视角和产品理念，有助于提升其产品 的市场竞争力。 NO.3 特斯拉将向英伟达及AMD订购更多GPU芯片 当地时间5 ...

关税-①据悉欧盟拟提出对美国的贸易提案，以推动谈判 ②耐克将在美国涨价，亚马逊CEO称关税并未 减少需求 ③卢特尼克：希望在今年夏天关税暂停到期之前与大多数主要合作伙伴达成贸易协议。 01 大盘 昨夜美股三大股指集体收跌。截至收盘，道指跌 1.91%，纳指跌 1.41%，标普跌 1.61%。恐慌指数VIX 涨 15.42%至20.88。美元指数昨日跌 0.42%，报99.61。美国十年国债收益率涨 2.541%，收报4.601%， 相较两年期国债收益率差58个基点。现货黄金昨日涨 0.78%，报3215.14美元/盎司。布伦特原油收跌 1.46%至64.64。 20年期美债标售需求疲软，20年期与30年期均升至5%以上，美股承压大跌。比特币一度上涨至近11万 美元，创历史新高。"特朗普币晚宴"将在北京时间23日清晨举行。美国众议院议长称已就4万美元的州 和地方税抵扣上限达成协议，尚未决定税收法案投票时间。 02 行业&个股 行业板块方面，标普11大板块悉数收跌：通讯、日常消费、原料、工业、公用事业、半导体、能源、科 技、医疗和房地产分别收跌0.75%、1.16%、1.33%、1.69%、1.82%、1.83% ...