机构：AI投资减速已触底 英伟达市值首破4万亿

Group 1 - Nvidia's market value has surpassed $4 trillion, making it the first company to reach this milestone [1] - Dan Morgan, a senior portfolio manager at Synovus Trust, indicates that Nvidia's stock performance suggests that the slowdown in AI investment has bottomed out [1] - The four major cloud computing giants—Amazon, Microsoft, Meta, and Alphabet—are expected to collectively invest over $330 billion in AI infrastructure by 2025, a significant increase of 38% from the estimated $240 billion in 2024 [1] Group 2 - The primary concern affecting Nvidia's stock is the uncertainty regarding the sales growth during the transition from the Hopper series chips to the new Blackwell chips in the second half of this year [1]