黄仁勋，套现超10亿美元！本周在韩国表态：“对华出售最先进半导体会危及国家安全”站不住脚，低估中国的实力以及竞争力是愚蠢的

Core Points - Nvidia became the first publicly traded company to surpass a market capitalization of $5 trillion, achieving this milestone in just 113 days from $4 trillion, compared to 410 days from $3 trillion to $4 trillion. As of the latest update, Nvidia's market cap has slightly decreased to approximately $4.92 trillion [1] Company Performance - Nvidia's stock price was reported at $202.49, with a market capitalization of $4.92 trillion and a price-to-earnings ratio of 56.8. The stock experienced a minor decline of 0.20% [2] Executive Actions - CEO Jensen Huang sold 25,000 shares of Nvidia stock as part of a pre-established plan, completing a strategy to sell up to 6 million shares by the end of the year. Since June, he has liquidated over $1 billion worth of shares [2] Personal Wealth - Jensen Huang ranks ninth on the Bloomberg Billionaires Index, with a personal wealth of $176 billion, having increased by $61.3 billion this year. He retains approximately 3.5% ownership in Nvidia [3] Strategic Partnerships - Nvidia announced a deal to supply over 260,000 advanced AI chips to the South Korean government and major corporations, including Samsung Electronics. The South Korean government plans to utilize over 50,000 chips for AI infrastructure investments, while Samsung, SK Group, and Hyundai will deploy similar quantities in their respective sectors [4][5] Market Expansion - The number of Nvidia AI chips in South Korea is expected to increase from 65,000 to over 300,000 due to these new agreements. The South Korean government aims to collaborate with local internet companies to enhance computing infrastructure [5] Market Strategy in China - Jensen Huang expressed a desire to continue pursuing opportunities in the Chinese market, arguing that cooperation is in the best interest of both the U.S. and China. He emphasized the importance of the Chinese market for AI development and warned against policies that could alienate developers in China [6][7] Competitive Landscape - Huang highlighted the need for the U.S. to allow sales of AI chips to China to maintain a competitive edge in the global AI landscape. He noted that U.S. policies have led to a significant loss of market share in China, dropping from 95% to 0% [7][8] Geopolitical Context - Huang criticized the notion that selling advanced semiconductors to China poses a national security risk, arguing that China is capable of producing its own AI chips. He acknowledged Nvidia's current lead in the chip race but cautioned against underestimating China's capabilities [8]