道指首次触及48000点 英伟达市值突破5万亿美元 中概股上涨

Core Insights - Nvidia has become the first company in history to reach a market capitalization of $5 trillion, with its stock price rising by 3.2% [4] - Nvidia's revenue for the first half of the fiscal year reached $90.8 billion, a 61.9% increase year-over-year, while net income rose by 43.58% to $45.2 billion [6] - Apple’s market capitalization has surpassed $4 trillion for the first time, reflecting strong performance in the tech sector [6] Nvidia Performance - Nvidia's stock price opened at $210.31, with a market capitalization of $5.11 trillion [5] - The company reported a quarterly revenue of $46.743 billion, a 56% increase year-over-year, and a 6% increase from the previous quarter [7] - Nvidia's data center revenue was $41.1 billion, also showing a 56% year-over-year growth [7] Market Trends - The U.S. stock market indices, including the Dow Jones and Nasdaq, reached new highs, with the Dow touching 48,000 points [2] - The storage sector in the U.S. stock market saw significant gains, with Seagate Technology rising by 13% and Western Digital increasing by over 8% [4] - Consumer confidence in the U.S. has dropped to a six-month low of 94.6, raising concerns about the economic outlook [8] Economic Outlook - Goldman Sachs has revised its revenue expectations for Nvidia to $500 billion, which is significantly higher than previous market consensus [6] - Analysts are cautious about the high valuations in the S&P 500, suggesting that the market may be overvalued compared to historical standards [8] - The ongoing U.S. government shutdown has raised concerns about economic stability and investor sentiment [9]