英伟达，大消息

Group 1 - Nvidia's stock price has reached a new all-time high, attracting significant investor attention [1] - Analyst Ming-Chi Kuo predicts that Nvidia's Blackwell GB200 chip shipments will range from 150,000 to 200,000 units in Q4, with a substantial increase of 200%-250% in Q1 2025, reaching 500,000 to 550,000 units [1][2] - Microsoft is identified as the largest customer for the GB200 chip, with its order volume expected to surge 3 to 4 times in Q4, surpassing all other cloud service providers combined [1][2] Group 2 - Nvidia's market capitalization has risen to $3.39 trillion, with a year-to-date increase of 178.75% [2] - Bank of America analysts describe buying Nvidia as a "once-in-a-generation opportunity," citing an attractive PEG ratio of 0.6 compared to the average of 1.9 for other major tech companies [2] - Nvidia's earnings per share (EPS) is projected to grow by 13% to 20% for the fiscal years 2025 to 2026, with expectations of reaching $5.67 by 2027 [2] Group 3 - Tesla is set to release its Q3 earnings report on October 23, with expected revenue of $25.674 billion, a year-on-year increase of 9.95%, and an EPS of $0.50, a decrease of 5.96% [2][3] - Investors are particularly focused on Tesla's automotive revenue, the impact of price cuts on profit margins, and the status of its energy storage business [3] - The upcoming economic data, including PMI and initial jobless claims, along with the Federal Reserve's Beige Book, may influence market volatility [3]