Nvidia(US:NVDA) Zheng Quan Shi Bao·2025-10-12 22:46Core Viewpoint - CEO Jensen Huang of Nvidia has been actively selling shares, with significant cashing out occurring in early October, yet this has not negatively impacted Nvidia's stock price, which continues to rise, reflecting strong market demand and investor confidence [1][2]. Group 1: Share Sales by CEO - Jensen Huang sold 225,000 shares of Nvidia stock between October 8 and 10, averaging $190.2 per share, totaling approximately $42.8 million [1]. - Prior to this, from October 1 to 7, he sold 75,000 shares daily, accumulating over $70.24 million, with share prices ranging from $186.8 to $191.5 [1]. - Since October 2025, Huang has executed over 30 stock sales, totaling 600,000 shares and cashing out more than $113 million, while still holding approximately 70.56 million shares valued at nearly $13 billion [1]. Group 2: Stock Performance - Despite Huang's sales, Nvidia's stock price has shown resilience, rising from $185.3 on October 1 to a peak of $195.62 on October 10, marking a historical high [2]. - Nvidia's stock has increased over 36% year-to-date, significantly outperforming the S&P 500 index [2]. - The company's market capitalization has surpassed $4.7 trillion, placing it among the top three companies globally alongside Apple and Microsoft [2]. Group 3: Institutional Outlook - Analysts generally maintain an optimistic view on Nvidia, with Cantor Fitzgerald raising its target price from $260 to $300, citing strong collaboration with OpenAI [3]. - Morgan Stanley has also expressed confidence in Nvidia's market share growth in cloud capital expenditures, maintaining a target price of $210 per share [3]. - The overall sentiment among institutions is to remain bullish in the long term while being cautious of short-term volatility [3][4]. Group 4: Demand and Future Prospects - Nvidia's management has expressed confidence in both short-term and long-term demand growth, particularly in new AI application areas [4]. - Huang's recent stock sales are part of a pre-established plan under the SEC's Rule 10b5-1, allowing for structured selling of shares [5]. - Huang's plan includes the potential sale of up to 6 million shares, indicating a strategic approach to liquidity management [5].