英伟达成全球首个达到4万亿美元市值的公司

Core Viewpoint - Nvidia's stock price surged nearly 2.8% to $164.42, briefly surpassing a market capitalization of $4 trillion, marking it as the first company to reach this milestone [1] Group 1: Company Performance - Nvidia's stock has increased over 21% year-to-date, with annual gains of 239% and 171% for 2023 and 2024 respectively [1] - The company achieved a market capitalization of $2 trillion in February 2024 and $3 trillion in June 2024 [1] - After a significant drop to $86.61 in April, Nvidia's stock rebounded nearly 90% from its year-to-date low [1] Group 2: Market Position - Nvidia is currently the highest-valued company globally, surpassing Microsoft and Apple, which previously reached a $3 trillion valuation [1] - Major clients like Amazon and Alphabet, which together account for over 40% of Nvidia's revenue, are expected to increase their capital expenditures to approximately $350 billion annually [2] - Loop Capital raised Nvidia's target price from $175 to $250, suggesting a potential market cap of around $6 trillion [2] Group 3: Competitive Landscape - Companies with market capitalizations comparable to Nvidia include Microsoft at over $3.7 trillion and Apple at $3.1 trillion [2] - Major clients of Nvidia, such as Amazon and Alphabet, have market caps exceeding $2 trillion, while competitors like Broadcom and suppliers like TSMC are valued at approximately $1.3 trillion and $1.2 trillion respectively [2]