Nvidia(US:NVDA) Sou Hu Cai Jing·2025-10-30 03:46Core Viewpoint - Nvidia has reached a market capitalization of $5 trillion, becoming the first company in history to surpass this milestone, which is greater than the combined market value of the UK, France, and Germany's stock markets [1][3]. Group 1: Nvidia's Market Performance - Nvidia's market value increased from $3 trillion to $4 trillion in 410 days and from $4 trillion to $5 trillion in just 113 days, showcasing an unprecedented growth rate [3]. - The company's growth is supported by strong revenue and profit increases, aligning with its rising market value, distinguishing it from other companies that may have inflated valuations without corresponding performance [3][5]. Group 2: AI Industry Insights - The demand for AI computing power is genuine and not merely speculative, indicating the long-term value of the AI industry [3]. - Companies require Nvidia's chips for model development, highlighting the ongoing need for AI capabilities across various sectors [3]. Group 3: Investment Strategy Recommendations - Investors in the A-share market should seek opportunities within the AI industry, focusing on companies involved in computing equipment, chip materials, and data elements that have solid performance and reasonable valuations [4]. - It is crucial to understand the underlying trends of AI computing demand and the potential for new technologies to emerge, rather than simply following market trends [4][5]. - Successful investing is characterized by recognizing trends early and holding quality stocks, rather than chasing quick profits, which can lead to losses [4][5].