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。 ...

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。 ...