Core Insights - Nvidia's stock price reached $164.10, with a market capitalization of $4 trillion, making it the first company to surpass this milestone [2][3] - The rapid growth of Nvidia has significantly impacted the global tech industry and financial markets, with many QDII funds benefiting from heavy investments in Nvidia [2][3] QDII Fund Performance - As of the end of Q1 2025, 56 QDII funds held Nvidia shares, totaling 14.77 million shares with a market value of approximately 11.49 billion yuan [4] - The average return for these funds over the past year was 12.73%, with the highest performer, 华夏港股前沿经济A, achieving a return of 41% [4][6] - Over a three-year period, 26 of these funds reported an average return of 70%, with 8 funds exceeding 100% [6][7] Individual Fund Holdings - The top QDII fund by Nvidia holdings is 广发纳斯达克100ETF, with 1.93 million shares valued at approximately 1.5 billion yuan [4][5] - Other notable funds include 景顺长城纳斯达克科技市值加权ETF and 博时标普500ETF, holding 1.22 million and 1.17 million shares respectively [4][5] Market Dynamics - Nvidia's success is largely attributed to the rise of generative AI, with strong demand for its advanced AI chips from major clients like Microsoft and Google [9] - Analysts predict further growth potential for Nvidia, with target prices set as high as $250, which would elevate its market cap to $6 trillion [9][10] Investment Considerations - Investors are advised to be cautious when investing in Nvidia through QDII funds, considering market dynamics, company performance, and personal risk tolerance [10] - It is important to monitor fund premium situations and avoid high premium purchases [10]
新晋4万亿美元“股王”,英伟达带飞国内56只基金!最高赚了近120%