英伟达再封神：市值破4万亿美元，问鼎全球第一！

Core Viewpoint - Nvidia has become the first publicly traded company to reach a market capitalization of $4 trillion, driven by the surging demand for artificial intelligence technology [1][4]. Group 1: Market Performance - Nvidia's stock price increased by 2.5% to around $164, contributing to its market cap growth of over 200% in approximately one year [1]. - The company’s market cap first reached $1 trillion in June 2023 and has since surpassed both Apple and Microsoft, which have market caps over $3 trillion [1]. - Nvidia's stock has rebounded approximately 74% since its low in April, with a year-to-date increase of 22% [1]. Group 2: Revenue and Client Commitment - Nvidia's revenue for the quarter ending in April reached $44.1 billion, a 69% year-over-year increase [4]. - Major clients such as Microsoft, Meta, Amazon, and Google are expected to increase their capital expenditures to $350 billion in the next fiscal year, up from $310 billion in the current fiscal year, contributing over 40% of Nvidia's revenue [4]. Group 3: Industry Position and Future Catalysts - Nvidia's chips are deemed essential for the advancement of AI, with significant demand noted by investment managers [4]. - The upcoming earnings season is anticipated to be a potential catalyst for further stock price increases, with analysts expecting Nvidia to exceed performance expectations [7]. - Nvidia's forward P/E ratio is approximately 33, indicating that the stock may still have room for growth given its revenue increase [7]. Group 4: Technological Leadership - Nvidia initially gained fame for its GPUs, popular among PC gamers, and is now advancing with AI models designed for autonomous robots and self-driving cars [7]. - The company recently launched an upgraded version of its Blackwell chip, aimed at supporting more complex AI models [7]. - Nvidia's CEO Jensen Huang has emphasized the transformative potential of AI across various industries, marking the beginning of a significant technological shift [6].