英伟达股价历史新高 股东大会传递哪些信号？

Core Viewpoint - Nvidia's stock surged 4.3% to a record high of $154.31, with a market capitalization of approximately $3.77 trillion, solidifying its position as the world's most valuable company, surpassing Microsoft [1] Group 1: Financial Performance - For Q1 of the fiscal year 2026, Nvidia reported revenue of $44.06 billion, a year-on-year increase of 69% [3] - GAAP net profit reached $18.78 billion, up 26% year-on-year, while Non-GAAP diluted earnings per share were $0.81, reflecting a 33% increase [3] Group 2: Strategic Initiatives - Nvidia is transitioning to an AI infrastructure company, emphasizing the importance of sovereign AI and accelerating global AI infrastructure deployment [2][3] - The company plans to release new AI chips annually, with preparations for the Blackwell and Vera Rubin series to meet growing model inference and training demands [2] Group 3: Market Position and Competition - Nvidia is positioned at the forefront of the "golden wave" of generative AI adoption, with analysts predicting its market value could reach $6 trillion [1] - Despite facing competition from AMD, Google, and Amazon, Nvidia maintains a stronghold in high-end AI chip performance, although the competitive landscape is intensifying [4] Group 4: Future Outlook - Nvidia's CEO highlighted the beginning of a "decade-long AI infrastructure construction cycle," identifying AI and robotics as significant growth opportunities worth trillions of dollars [1][2] - The company is expanding its global market presence and aims to mitigate the impact of export restrictions by enhancing its AI infrastructure ecosystem [3]