英伟达抢先微软、苹果突破4万亿美元市值，黄仁勋还是不愿放弃中国市场

Core Insights - Nvidia has become the first company in the world to surpass a market capitalization of $4 trillion, reflecting the market's enthusiasm for AI technology [2][3] - Nvidia's stock price reached a peak of $164.285, with a closing market cap of $3.97 trillion, maintaining its position as the highest-valued company globally [2][3] - The rapid growth of Nvidia's market cap from $1 trillion to $4 trillion in just two years is unprecedented, outpacing competitors like Apple and Microsoft [6][7] Company Performance - Nvidia's stock has increased nearly 15 times over the past five years, significantly boosting the net worth of its founder, Jensen Huang, who is now the tenth richest person globally with a net worth of $142 billion [7] - The company has seen a rebound in stock price, rising 88% from a low of $86.62 earlier this year, driven by strong business growth and optimistic earnings forecasts [5][7] - Analysts predict further upside for Nvidia's stock, with target prices ranging from $175.97 to $250, indicating potential growth in market capitalization [7] Market Context - Nvidia's rise to a $4 trillion valuation highlights the intense competition in the AI sector, particularly against companies like Apple, which has struggled with its AI strategy [4][5] - The company is facing challenges in the Chinese market due to export restrictions, which have impacted its revenue and market share [11][13] - Despite these challenges, Nvidia remains committed to the Chinese market, with plans for new product launches and participation in key industry events [10][12] Strategic Moves - Jensen Huang's upcoming visit to China for the Beijing International Supply Chain Expo underscores Nvidia's focus on the Chinese market, which has historically been a significant revenue source [8][10] - The company is developing a new AI chip tailored for the Chinese market, aiming to regain lost market share amid increasing competition from local firms [11][13] - Nvidia's market share in China has declined from 95% to 50% over the past four years, as local competitors like Huawei and Cambrian are gaining traction [13]