黄仁勋，又卖了超3亿元

Core Viewpoint - Nvidia's stock price has been rising, leading to a market capitalization of $384.91 billion, reclaiming the title of the world's most valuable company, while CEO Jensen Huang and other executives are selling shares [2][4]. Group 1: Stock Performance - Nvidia's stock closed up 1.76% on June 27, with a weekly increase of 9.66% and a monthly rise of 16.75% [2]. - The company's market capitalization reached $384.91 billion, solidifying its position as the world's leading company by market value [2]. Group 2: Insider Selling - CEO Jensen Huang has sold a total of 300,000 shares since June 20, amounting to approximately $44.9 million [2]. - Huang's sales included 50,000 shares on June 20 for about $7.21 million, and additional sales on subsequent days [3]. - Other executives, including board member Brooke Seawell, have also sold shares, with a total of 14 significant shareholders reducing their holdings by 10.2 million shares over the past three months [4]. Group 3: Market Sentiment and Valuation - Despite the stock's rise, concerns remain regarding Nvidia's high valuation, with a price-to-earnings ratio of 50.1, significantly higher than Microsoft and Apple [7]. - The company faced skepticism earlier this year due to competition from Chinese AI firms, leading to a stock price drop of over 40% from its peak [5]. - Analysts are optimistic about Nvidia's growth potential, with Loop Capital raising its target price to $250 per share, suggesting a potential market cap of $6 trillion [8]. Group 4: Future Prospects - Nvidia is expected to begin mass production of its next-generation Blackwell architecture chips in October, which could enhance performance by up to 30 times [9]. - The demand for AI and GPU technology is increasing, with major companies like Meta and xAI placing significant orders for Nvidia's chips [7][9].