黄仁勋将发表重磅演讲！英伟达市值已蒸发8200亿美元，GTC大会将是“美国科技股扭转弱势的转折点”

Core Insights - The GTC conference is seen as a pivotal moment for U.S. tech stocks, particularly for NVIDIA, which is expected to showcase transformative innovations [2][10] - NVIDIA's market capitalization has decreased by $820 billion since its peak on January 7, 2023, with a 1.8% drop in stock price on the first day of the conference [2][10] Group 1: GTC Conference Highlights - The GTC conference, often referred to as the "AI Developer Spring Festival," is taking place in San Jose, California, with an expected attendance of 25,000 in-person participants and 300,000 online attendees [1] - CEO Jensen Huang is scheduled to deliver a keynote speech, discussing NVIDIA's accelerated computing platform and its impact on AI, digital twins, cloud technology, and sustainable computing [1] - The conference will feature a dedicated "Quantum Day" to discuss the current state and future of quantum computing, with participation from leading companies in the field [8] Group 2: Product Innovations - Analysts anticipate the launch of the GB300 AI chip, which may begin shipping in May, and the introduction of the Blackwell Ultra series, expected to significantly enhance performance and efficiency [4][10] - The Blackwell Ultra (GB300) chip is projected to improve performance by 50% compared to the previous B200 series, utilizing TSMC's 4NP process and increasing HBM capacity to 288GB [4] - The Rubin platform is expected to be discussed, featuring advanced specifications and a potential launch in late 2025 or early 2026, with significant memory capacity improvements [5][6] Group 3: Market Context and Challenges - The stock price of NVIDIA has fallen over 13% this year, and the current price-to-earnings ratio is below 27, which is lower than many slower-growing tech giants [10] - Analysts express concerns about NVIDIA's profitability, particularly as the AI chip market shifts from training to inference, where competition is intensifying [11] - There are broader economic uncertainties, including macroeconomic weakness and supply chain issues, which may impact NVIDIA's growth prospects [11]