亮瞎眼！与众不同的大牛市

Group 1: Nvidia's Market Milestone - Nvidia has become the first company in history to reach a market capitalization of over $4 trillion, with a peak stock price of $164.42 [2][4] - As of the latest close, Nvidia's market cap stands at approximately $3.974 trillion (around 28.61 trillion RMB), nearing the $4 trillion mark [2] - Nvidia's market value surpasses the combined market capitalization of Canada and Mexico's stock markets, as well as that of major European countries [4] Group 2: A-Share Market Performance - The A-share market, led by major banks, has reclaimed the 3500-point mark, with the Shanghai Composite Index closing at 3509 points, up 0.48% [1] - The banking sector has shown significant growth, with the China Securities Banking Index rising 61.89% year-to-date, outperforming the Nasdaq 100 Index [13] - Major banks such as ICBC and CCB have reached historical highs, contributing to the overall bullish sentiment in the A-share market [1][13] Group 3: Investment Trends and Insights - The surge in Nvidia's stock is attributed to strong AI capital expenditure expectations from North American tech giants, indicating a robust demand for AI capabilities [9] - The banking sector's performance is driven by capital inflows, with significant investments from insurance funds and index funds, highlighting the attractiveness of bank stocks for their dividends and stability [20] - The real estate sector has also shown signs of recovery, with a notable increase in stock prices for several real estate companies, driven by market speculation on potential stimulus policies [24]