这一数字，不仅再次证明英伟达在AI时代的统治地位，更体现了生成式AI爆发所引发的算力革命，正重构全球半导体的商业版 图与产业逻辑。 但值得注意的是，随着AI持续升温，半导体行业面临的不仅是需求提振，更有地缘政治、关税政策、产能配置等多重结构性挑 战。 美东时间6月25日，英伟达举行年度股东大会后，资本市场再次见证了"AI之王"的强势。 当日，英伟达股价劲升4.3%，收于154.31美元，总市值攀升至约3.77万亿美元，稳居全球第一。短短一夜间，英伟达市值激增逾 万亿元，总市值超越微软，刷新历史纪录。 英伟达的制霸和焦虑 | Ranking | Company | | Top 10 Fabless Revenue | | Revenue Performance | | Top 10 Revenue Share | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 4Q24 | 1Q25 | QoQ | YoY | 4Q24 | 1Q25 | | 1 | 英伟达 (NVIDIA) | 37,798 | 42,369 | 12% | 72% | 52% ...

NVIDIA (NVDA) shares surged over 4% on Jun 25, 2025, reaching an all-time closing high of $154.31. The stock also set a new intraday high during the trading session, surpassing its previous record close of $149.43 set on January 6.Post-Earnings Rally Drives MomentumThis rally follows a strong first-quarter earnings report in late May. NVIDIA’s results topped Wall Street’s expectations and reflected the company’s resilience despite a new U.S. export ban on its chip sales to China—one of its largest markets. ...

CEOs of companies have the most knowledge about the future prospects of their businesses.*Stock prices used were the afternoon prices of June 23, 2025. The video was published on June 25, 2025. ...

Nvidia (NVDA 4.26%) is probably the hottest artificial intelligence (AI) stock on the planet, with its revenue and share price soaring to records in recent quarters. As a result, you may expect this AI chip leader to come with a hefty price tag.But Nvidia actually is a bargain buy right now. Let's find out why. Nvidia's AI strengthsYou may know Nvidia as the world's biggest seller of graphics processing units (GPUs), the high-powered chips that help AI models to train and go on to do their job of answering ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自 wsj 。 随着AI芯片巨头盯上云计算领域，传统云服务霸主们正感受到前所未有的压力。 云计算一直是亚马逊、微软和谷歌的利润引擎，如今，这头"现金奶牛"正面临初露头角的威胁—— AI云服务专营商的崛起，以及一个新的产业权力中枢：英伟达（Nvidia）。 云支出 英伟达两年前推出了自己的云计算服务 DGX Cloud，同时还投资扶持了与大型云计算公司竞争的 新兴企业，如 CoreWeave 和 Lambda。 虽然这些举措尚未对行业格局造成巨大冲击，但如果计算需求持续向AI倾斜，而英伟达继续扮 演 " 军 火 商 " 角 色 ， 这 种 竞 争 格 局 转 变 将 很 容 易 发 生 。 DGX Cloud 的 增 长 速 度 已 经 很 快 。 瑞 银 （ UBS ） 分 析 师 在 其 上 线 时 就 预 测 ， 它 有 望 成 长 为 一 个 年 收 入 超 过 100 亿 美 元 的 业 务 。 而 CoreWeave则在今年3月登陆纳斯达克，预计今年收入将达到约50亿美元。 尽管这些AI云服务商仍受限于专注领域较窄，规模也远小于亚马逊去年高达10 ...

在最近的一篇文章中指出，NVIDIA 似乎已经消除了几乎所有的近期看跌催化剂，这促使一些驻 波士顿的对冲基金经理提出了一个反问：是什么阻碍了该股的突破？ 现在，Loop Capital 分析师 Ananda Baruah 也加入了这一看涨行列，将 NVIDIA 股票的目标价 定为250 美元，这意味着其市值将达到 6 万亿美元！ Baruah随后引用了"确实有效"的数学公式来证明他对英伟达的无限热情。根据 Loop Capital 供应 链分析师约翰·多诺万 (John Donovan) 的说法，到 2028 年，GPU 的支出可能会攀升至 2 万亿美 元，相当于总安装计算能力的 50% 到 60%。相比之下，目前 GPU 仅占全球计算能力的 15%。 这 与 NVIDIA 在 其 2026 年 第 一 季 度 财 报 电 话 会 议 上 的 声 明 相 符 ， NVIDIA 当 时 宣 称 其 已 经 预 见 到"数十吉瓦"的AI基础设施项目。需要注意的是，NVIDIA已经披露，每建设一个吉瓦的AI基础 设施，其收入将在400亿至500亿美元之间。瑞银(UBS)表示，假设保守的订单量为20吉瓦，那么 这将为 ...

Nvidia (NVDA 4.26%) doesn't disclose its exact customer list. However, the company is the leading supplier of data center chips for artificial intelligence (AI) workloads, and we know Amazon (AMZN -0.43%), Microsoft (MSFT 0.44%), Alphabet (GOOG 2.42%) (GOOGL 2.40%), Meta Platforms, and Oracle are some of the biggest buyers of that hardware based on their public filings.Those data center chips are called graphics processing units (GPUs), and you won't believe the eye-popping amount of money their customers a ...

Core Viewpoint - Nvidia's CEO Jensen Huang emphasized that artificial intelligence and robotics represent the company's greatest growth opportunities, potentially worth trillions of dollars [1]. Group 1: Business Performance - Nvidia's market capitalization surpassed $3.7 trillion, making it the most valuable company globally, overtaking Microsoft [2]. - The automotive and robotics division, which was merged over a year ago, reported quarterly sales of $567 million, reflecting a 72% year-over-year growth, despite accounting for only about 1% of total revenue [2][3]. - Nvidia's total sales surged from approximately $27 billion in fiscal year 2023 to $130.5 billion last year, with analysts projecting sales to approach $200 billion this year [3]. Group 2: Strategic Direction - Nvidia is increasingly diversifying its offerings beyond AI chips to include software, cloud services, and networking solutions, positioning itself as an "AI infrastructure" or "computing platform" provider [2]. - The company has introduced the Drive chip platform and the Cosmos humanoid robot AI model to support the anticipated demand for AI chips in applications across autonomous vehicles and robotics [2].

从市场角度看，科技股尤其是AI相关企业的表现，依然是推动纳斯达克指数走高的主要力量。与此相对，传统蓝筹股表现略显 疲弱，反映出资金在风险偏好和安全资产之间的权衡。投资者对美联储主席鲍威尔的国会听证保持高度关注，政策方向的微调 将直接影响市场情绪和资金流向。尽管近期美国经济数据存在波动，但投资者普遍期待美联储将采取渐进且灵活的政策路径， 避免对经济增长造成过大冲击。 DLSM外汇平台分析美股周三呈现涨跌互现的走势，反映出市场在地缘政治不确定性和美联储政策预期之间摇摆。道指小幅下 跌，标普500几乎持平，而纳斯达克指数则得益于科技股的带动出现上涨，距离历史高点仅一步之遥。这种分化局面体现了投 资者对经济前景的谨慎态度，同时也暴露出对大型科技企业成长潜力的持续信心。 英伟达作为市场关注的焦点，再次刷新市值纪录，背后不仅是其在人工智能领域的领先优势，更是公司对未来机器人技术和自 动驾驶汽车等新兴市场的布局。首席执行官黄仁勋的表态透露出公司业务转型的深远意义，英伟达不仅局限于芯片制造，更在 积极打造涵盖软件、云服务和网络芯片的"AI基础设施"平台。这样的战略升级使其在未来数十亿机器人的广泛应用场景中占据 先发优势，有望 ...

Nvidia (NVDA 4.26%) stock has lost some of its momentum this year after gaining 1,400% over the past five years. It's lost some investor confidence for a number of reasons, including fears that new artificial intelligence (AI) models won't need its powerful chips and regulations that limit what the company can ship to China.But many investors still see its incredible long-term opportunities, and 90% of the 67 Wall Street analysts that cover it still call it a buy. Let's see where Nvidia is holding, where it ...