英伟达冲破4万亿美元市值大关 AI霸主还能走多远？

Group 1 - Nvidia successfully achieved a market capitalization milestone of $4 trillion, closing at $164.10, above the required price of $163.93 [2] - Nvidia's stock has rebounded significantly since hitting a year-to-date low of $94.31 on April 4 [2] - Analysts express optimism regarding Nvidia's resolution of capacity issues with its Blackwell AI platform, with some considering it a dominant player in the AI revolution [2] Group 2 - Wall Street analysts believe Nvidia's market value has further upside potential, with Barclays raising the target price to $200, suggesting a market cap of $4.9 trillion [3] - Loop Capital set a target price of $250 for Nvidia, which would elevate its market cap to $6 trillion [3] - Analysts anticipate Nvidia could generate "billions" in revenue from "sovereign AI" infrastructure established by various countries [3] Group 3 - Mizuho Securities analyst Jordan Klein expressed skepticism about Nvidia's ability to develop a compliant chip for China without facing quick restrictions, citing potential for future impairments [4] - Klein noted that any improvement in Nvidia's revenue from the Chinese market could serve as a positive catalyst, but warned that such gains might be fleeting [4]