英伟达市值突破5万亿美元大关，年内上涨超50%

Core Insights - Nvidia's market capitalization has surpassed $5 trillion, marking a significant milestone driven by the AI wave [1][3] - The stock price has increased over 50% since December 31, 2024, contributing to 20% of the S&P 500's 17% gain in 2025 [1] Group 1: Stock Performance - Nvidia's stock opened up 3.4% on October 29, reaching a peak of $211.47 per share, a substantial increase from $134.26 per share at the end of 2024 [1] - The stock has seen a cumulative increase of over 1300% since the end of 2022 [4] Group 2: Market Sentiment - Market expectations for transformative impacts from AI are high, as noted by Keith Lerner, Chief Market Strategist at Truist Advisory Services [3] - Nvidia's CEO, Jensen Huang, dismissed concerns about an AI bubble, stating that AI models are now robust enough for customers to pay for them [3] Group 3: Analyst Ratings and Valuation - Over 90% of analysts tracked by Bloomberg rate Nvidia as "buy" or equivalent, with an average target price of $225.48, indicating about 7% upside potential [4] - Nvidia's current price-to-earnings ratio is below 34, lower than its five-year historical average of approximately 39 [4] Group 4: Competitive Landscape - Concerns exist regarding Nvidia potentially losing market share to competitors like AMD and Broadcom [4] - Analysts express skepticism about whether Nvidia can sustain its rapid growth, despite the overall positive outlook from Wall Street [4]