英伟达有望成首家市值5万亿美元公司

Core Insights - Nvidia is poised to become the first company with a market capitalization exceeding $5 trillion, driven by CEO Jensen Huang's global initiatives and the rapid growth of artificial intelligence [1] Company Performance - Nvidia's stock price rose by 3.5% in pre-market trading, reaching $208.05, which pushed its market cap past the $5 trillion mark, a significant increase from just over $4 trillion four months ago [1] - The company's stock has surged 1275% since the end of 2022, with its market cap increasing from $360 billion, now representing 8.3% of the S&P 500 index [1] - Nvidia's market cap increase of $1.6 trillion in 2025 contributed nearly 20% to the S&P 500's 17% gain this year [1] Analyst Sentiment - Over 90% of the 80 analysts covering Nvidia have a "buy" rating, with an average target price of $223.68, indicating approximately 11% upside potential [1] Competitive Landscape - Market concerns include competition from AMD and Broadcom, China's aggressive development of AI chips, and potential declines in Nvidia's 90% market share and profit margins [1]