Core Viewpoint - Nvidia shares are set to close at an all-time high, reflecting strong investor confidence despite export restrictions to China [1][3]. Company Performance - Nvidia's stock rose 4% to nearly $154 per share, surpassing its previous all-time closing high of $149.43 [1]. - The stock has increased approximately 11% since the beginning of the year [1]. - The company's market capitalization reached $3.75 trillion, making it the world's most valuable company [2]. Market Context - Microsoft, a key customer of Nvidia, has a market cap of $3.65 trillion, followed by Apple at around $3 trillion [3]. - Despite concerns over export controls, Nvidia's overall demand for chips remains robust [4]. Financial Projections - Analysts expect Nvidia's revenue to surge by 53% to nearly $200 billion for the full year [5]. - Loop Capital analyst Ananda Baruah raised the price target for Nvidia stock to $250, which could elevate its market cap to $6 trillion [4][5]. Industry Position - Nvidia dominates the market for advanced computer chips essential for artificial intelligence applications [7]. - The company serves notable clients including Microsoft, OpenAI, xAI, and Meta [7].

Jensen Huang, CEO of Nvidia, is seen on stage next to a small robot during the Viva Technology conference dedicated to innovation and startups at Porte de Versailles exhibition center in Paris, France, June 11, 2025.Nvidia CEO Jensen Huang said that, other than artificial intelligence, robotics represents the chipmaker's biggest market for potential growth, and that self-driving cars would be the first major commercial application for the technology."We have many growth opportunities across our company, wit ...

这种势头显然已经重建，英伟达的护城河也不断拓宽和加深，这意味着其地位只会不断增强。 而且这场AI军备竞赛似乎将持续到2025年，甚至可能是2026年。 Allspring Global Investments联席投资组合经理迈克尔·史密斯 (Michael Smith) 表示：我对英伟达的增长 信心比几个月前更高了。 ...

英伟达(NVDA.O)涨超4%，创盘中历史新高。 ...

英伟达涨3.8%，突破1月份所创盘中历史最高位。目前，将近90%的分析师对该公司持买入评级。 ...

智通财经6月26日电，英伟达股价上涨3.8%，报153.55美元/股，创1月以来首个盘中纪录。 ...

Financial Data and Key Metrics Changes - Revenue more than doubled to $130 billion, with operating income and EPS growing by 147% [39][53] - Blackwell's rollout debuted with $11 billion in sales in the fourth quarter and more than doubled in the first quarter of the following year [38][39] Business Line Data and Key Metrics Changes - Nearly 100 NVIDIA AI-powered factories are currently being built, which is double the number from the previous year, with the average number of GPUs per factory also doubling [38] - The transition from Hopper to Blackwell represents a significant advancement in AI infrastructure, with Blackwell designed for real-time inference applications [37][39] Market Data and Key Metrics Changes - Demand for AI compute is surging due to innovative applications like ChatGPT and the proliferation of generative AI applications [58] - AI factories require tens of gigawatts of infrastructure to be built in the coming years, positioning NVIDIA uniquely to capture this opportunity [59] Company Strategy and Development Direction - NVIDIA is transitioning from a chip company to an AI infrastructure and computing platform company, focusing on building a full-stack data center scale platform [35][36] - The company is investing heavily in AI and robotics, with a multi-trillion dollar growth opportunity identified in these sectors [58][60] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining leadership positions despite competition, citing a large and growing footprint of data center infrastructure and a strong ecosystem of partners [55][56] - The company views AI as the future of computing, with every industry expected to be affected, including gaming [61] Other Important Information - NVIDIA has returned capital to shareholders through share repurchases and dividends, utilizing $33.7 billion for share repurchases and paying $834 million in dividends in fiscal 2025 [67] - The company completed a 10-for-1 stock split in fiscal 2025 and regularly reviews its capital return program [67] Q&A Session Summary Question: How can NVIDIA improve sales given competition? - Management highlighted a multi-trillion dollar growth opportunity with AI and robotics, emphasizing their leadership in the market and continuous innovation [55][56] Question: Where do you see growth and profit opportunities for NVIDIA? - Growth opportunities are identified in AI compute and robotics, with significant demand for AI infrastructure and autonomous vehicles [58][60] Question: What is NVIDIA's plan if there's a sudden loss of interest in artificial intelligence? - Management reiterated that AI is the future of computing and investments in AI will enhance features across products, including gaming [61][62] Question: What is NVIDIA's strategy for parallel quantum computing? - The company is advancing quantum computing through its CUDA Q platform, which integrates GPUs and quantum processing units [64][66] Question: Will NVIDIA increase its dividend or consider another stock split? - NVIDIA has returned capital through share repurchases and dividends, and the board regularly reviews the capital return program [67]

英伟达(NVDA.O)股东在年度股东大会上批准了高管薪酬方案和董事人选，股东大会上所有股东提案均 未通过。 ...

Jensen Huang, CEO of Nvidia, holds a motherboard as he speaks during the Viva Technology conference dedicated to innovation and startups at Porte de Versailles exhibition center in Paris, France, June 11, 2025. Nvidia is now worth $3.7 trillion, making it the largest company in the world by market cap, slightly beating out Microsoft, one of its main customers. Apple is third at about $3 trillion. While Nvidia remains the clear leader in graphics processing units (GPUs) that are being used to build large lan ...

美股科技股反攻势头仍在持续。 北京时间6月25日晚间，美股开盘后，三大指数震荡分化，涨跌不一，截至23:30，纳指涨0.35%，标普500指数涨0.07%，道指跌0.20%。 美股大型科技股多数走强，美国科技七巨头指数盘初一度涨超1%，抹去2025年跌幅；纳斯达克100指数盘中一度创出历史新高，最高报22329.23点，现涨0.24%。 25日，美股科技股再度走强，纳斯达克100指数盘中一度创出历史新高，盘中最高报22329.23点；纳指一度站上20000点大关。其中，英伟达大涨超3%，逼近历史新 高价，总市值超越微软，再度成为全球市值最高的公司。 据高盛和巴克莱的最新报告，投资管理公司以近一年来最快速度抛售欧洲资产，并将注意力重新转向美国。巴克莱分析师Emmanuel Cau表示，美股大型科技股重新 受到资金青睐。 其中，英伟达股价盘初拉升，大涨超3%，逼近历史新高价，超越微软，成为全球市值最高的公司。当日晚些时候，英伟达线上股东大会即将召开。 另外，美股市场正在酝酿的一则重大变革也引发投资者关注。据最新报道，美国主要证券交易所正与美国证券交易委员会（SEC）磋商，拟放宽对上市公司的监管 要求，以吸引更多高 ...