Nvidia(US:NVDA) Guan Cha Zhe Wang·2025-10-30 01:46Group 1: Nvidia's Milestone - Nvidia has become the first publicly traded company to surpass a market capitalization of $5 trillion, reaching $5.05 trillion [1] - The company achieved this milestone in just 113 days after crossing the $4 trillion mark, compared to 410 days from $3 trillion to $4 trillion [1] - Nvidia's stock has rebounded over 135% since its low in April, with a total market value increase of $2.9 trillion this year, and the stock price has risen 54% year-to-date [1] Group 2: Alphabet's Financial Performance - Alphabet reported third-quarter revenue of $102.35 billion, exceeding expectations of $99.85 billion [2] - The net profit for the third quarter was $35 billion, a 33% year-over-year increase, surpassing the expected $27.81 billion [2] - The Gemini app has over 650 million monthly active users, indicating strong user engagement [2] Group 3: Meta's Earnings - Meta's third-quarter revenue reached $51.24 billion, a 26% year-over-year increase, exceeding the forecast of $49.59 billion [2] - The operating profit for Meta was $20.54 billion, up 18% year-over-year [2] - Meta expects fourth-quarter revenue to be between $56 billion and $59 billion, with market expectations at $57.38 billion [2] Group 4: Microsoft's Financial Results - Microsoft's first fiscal quarter revenue was $77.67 billion, an 18% year-over-year increase, surpassing the expected $75.55 billion [2] - The net profit for Microsoft was $27.747 billion, a 12% increase from the previous year [2] - Earnings per share were reported at $3.72, exceeding the expected $3.66 [2] Group 5: OpenAI's IPO Plans - OpenAI plans to submit an IPO application as early as the second half of 2026, with a potential valuation of around $1 trillion [3] - The company aims to raise at least $60 billion through the IPO [3] Group 6: Nvidia's AI Chip Supply Agreements - Nvidia is set to sign supply agreements for AI chips with South Korean companies including Samsung and SK Group [5] - The CEO of Nvidia will attend the APEC CEO Summit in South Korea, where these agreements are expected to be announced [5] Group 7: Xiaomi's AI Development - Xiaomi has registered software copyright for its AI assistant system "AI Xiao Su - Smart Number" [5] - The company, established in November 2021, focuses on electric vehicle manufacturing and technology development [5] Group 8: Tencent's Interactive AI Podcast - Tencent's Mix Yuan has launched the first interactive AI podcast in China, allowing listeners to ask questions during the show [6] - The podcast utilizes advanced AI capabilities for context understanding and multi-turn dialogue [6]