Group 1 - The U.S. stock market showed mixed results with the Nasdaq rising by 0.31%, while the S&P 500 remained flat and the Dow Jones fell by 0.25% [1] - Major tech stocks had varied performances, with Nvidia increasing over 4% to reach a market capitalization of $3.77 trillion, making it the highest valued company globally [1] - Chinese concept stocks mostly declined, with the Nasdaq Golden Dragon China Index dropping by 0.6% [1] Group 2 - President Trump warned of a potential resurgence in the Israel-Iran conflict during a NATO summit, which led to a significant spike in international oil prices, with WTI crude rising above $66 and Brent crude above $67.50 [2] - Trump emphasized continued pressure on Iran while downplaying the likelihood of a nuclear agreement, indicating flexibility in sanctions policy [2] - Fed Chair Powell suggested that future trade agreements could create room for interest rate cuts, amidst criticism from Trump regarding his intelligence and performance [3][4]

美股三大指数收盘涨跌不一，纳指涨0.31%，标普500指数平收，道指跌0.25%；大型科技股涨跌不一，英伟达涨超4%，股价再创新高，总市值3.77万亿美 元，再度成为全球市值最高的公司；谷歌涨超2%，微软、苹果小幅上涨；特斯拉跌超3%，英特尔跌逾1%，奈飞、亚马逊、Meta小幅下跌。中概股跌多涨 少，纳斯达克中国金龙指数跌0.6%；霸王茶姬跌超8%，满帮、小鹏汽车跌超3%，好未来、金山云等跌超2%，新东方、理想汽车、唯品会等跌逾1%；富途 控股涨约6%，中通快递、京东涨超1%，携程网、哔哩哔哩小幅上涨。 每经编辑｜张喜威 王晓波 V 今日有2035亿元7天期逆回购到期 2 小米的首款SUV 将于6月26日晚7点 1 3 美国5月成屋签约销售指数环比数据将 4 第八届亚洲电力电工暨数字电网展览; 新型电力系统及储能展览会将于6月26E 在广州举行 5 2025中国AI算力大会将于6月26日举 1 隔夜市场 3 何立峰在河北调研时指出 积极扩大内需提振消费 更好推动经济高质量发展 中共中央政治局委员、国务院副总理何立峰23日至24日在河北调研时指出，要深入学习贯彻习近平总书记重要指示精神，认真落实党中央、国务院决 ...

Nvidia Corporation's (NASDAQ: NVDA ) situation, as I see it, is that the company still checks all the boxes of a high-flying growth stock, including sky-high earnings multiples, triple-digit revenue growth, and a PEG ratio that seems too good to be true.I cover global equities with a sharp focus on emerging markets and under-the-radar opportunities. My work appears on Seeking Alpha, TipRanks, and GuruFocus, and I’ve previously contributed to TheStreet. My goal is simple: deliver deep, actionable insights th ...

金十数据6月26日讯，美股周三收盘，道指初步收跌0.25%，标普500指数微跌，纳指涨0.3%。 Circle(CRCL.N)跌10%，特斯拉(TSLA.O)跌近4%。英伟达(NVDA.O)涨4.3%，盘中创下历史新高，收盘 市值达3.77万亿美元。纳斯达克中国金龙指数跌0.6%，阿里巴巴(BABA.N)跌2%。 美股收盘：三大股指涨跌不一 英伟达创历史新高 ...

半导体指数和银行指数各涨0.8%，小盘股指跌0.9%；科技股七巨头指数涨0.9%，"特朗普关税输家指 数"跌0.4%。 纳斯达克100指数初步收涨0.1%，Grail涨5.2%，英伟达涨4%，AMD、MSTR、谷歌A、CrowdStrike至多 涨3.8%，AppLovin则跌3.5%，德康医疗跌3.6%，特斯拉跌3.9%，ADP跌4.3%，Paychex跌9.4%。 标普500指数初步微幅收跌，房地产板块跌2.3%，公用事业、日用消费品、可选消费板块至多跌1.4%， 科技板块则涨1.1%。 ...

美股三大指数收盘涨跌不一， 纳指涨0.31%， 标普500指数平收， 道指跌0.24%。 英伟达涨超4%，股价 再创新高，再度成为全球市值最高的公司。 ...

公司议程 - 年度股东大会于2025年6月25日召开[1] - 会议议程包括：宣布会议开始和程序事项、提案和投票、CEO黄仁勋的业务更新、初步投票结果和休会、问答环节[11] - 管理层提议选举13名董事，任期至2026年[14]，批准2025财年高管薪酬方案[13]，以及批准普华永道会计师事务所担任2026财年独立注册会计师事务所[13]，批准修订和重述公司注册证书，以删除所有超级多数条款[13] - 股东提议包括：取消召开股东特别会议的持股期限要求[19]，采纳新的董事选举辞职治理政策[25]，修改现有劳动力数据报告[31] 业务更新 - 英伟达正在从GPU芯片公司转型为AI基础设施公司[36] - 人工智能工厂是新的基础设施[66]，预示着一场新的工业革命[41, 67] - Blackwell架构是“一台思考机器”，将引领新一波AI代理和机器人浪潮[70] - 公司拥有统一的架构，覆盖从云AI、企业AI、个人AI到边缘AI[61] 财务业绩 - 2025财年收入为1305亿美元，同比增长114%[54] - 毛利率为75.0%，同比增长2.3个百分点[54] - 营业收入为815亿美元，同比增长147%[54] - 摊薄后每股收益为2.94美元，同比增长147%[54]

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。 ...