Nvidia(US:NVDA) Sou Hu Cai Jing·2025-10-31 11:02Group 1: Nvidia - Nvidia's market capitalization recently surpassed $500 billion, marking a historic high and reflecting strong market confidence in artificial intelligence technology [1] - The stock price of Nvidia rose by 5.2% during trading, reaching $211.47 per share, achieving this milestone just four months after crossing the $400 billion mark [1] - The rapid growth is attributed to Nvidia's leading position and continuous innovation in the AI sector, with CEO Jensen Huang announcing new collaboration plans to meet global demand for AI infrastructure and solutions [1] - Investment firm Fort Pitt Capital Group's CIO Dan Eye noted that investors are beginning to recognize the importance of not overly focusing on short-term valuation fluctuations in AI stocks [1] - Eye also mentioned that while Nvidia currently holds a significant share of the AI chip market, this share may face downward pressure in the long term due to increasing competition from rivals like AMD and Broadcom [1] Group 2: Apple - Apple achieved a significant milestone with its market capitalization surpassing $400 billion, becoming the third company to reach this level after Nvidia and Microsoft [3] - The rise in Apple's stock price, which increased by approximately 25% over the past three months, was driven by strong demand for its latest iPhone series [3] - Analysts have mixed views on Apple's long-term strategy in the AI sector, with some believing its unique advantages in hardware design and ecosystem development will help maintain competitiveness, while others point out its cautious approach to AI may impact long-term growth potential [3] Group 3: Technology Industry Trends - The recent performance of the technology sector indicates that AI-related technologies are becoming a key driver of market growth, with increasing demand for AI chips, software, and services as industries accelerate digital transformation [3] - Global markets are intensifying investments in domestic technology industries, which may have profound implications for the future competitive landscape of the global tech sector [4] - Analysts suggest that while the innovation potential in the tech sector remains strong, investors should remain cautious and thoroughly understand each company's technological capabilities, business models, and sustainability [4]