遭硅谷巨头“挖墙脚” 英伟达股价暴跌超6%！总市值较历史高点已蒸发1万亿美元

Market Overview - On November 25, the three major U.S. stock indices opened mixed, with the Dow Jones up 0.43%, the Nasdaq down 0.54%, and the S&P 500 down 0.1% [2] - Large tech stocks showed a mixed performance, with Google up 2.54%, Facebook up 2.24%, Apple up 1.15%, and Amazon up 0.46%. In contrast, Microsoft fell 1.11%, Tesla dropped 1.7%, and Nvidia plummeted over 6% [4][5] Nvidia's Market Position - Nvidia's stock experienced a significant decline, with a drop of 6.32%, reaching a new low since September 17, and its market capitalization fell to $4.15 trillion, down $1 trillion from its historical peak [5] - Nvidia's stock price had previously reached $212 per share on October 29, with a market cap of $5.15 trillion [5] AI Bubble Debate - The debate surrounding the "AI bubble" has intensified, particularly after Nvidia's strong earnings report. Notable short-seller Michael Burry expressed skepticism about Nvidia's chip longevity and the sustainability of AI company financing [6] - Burry referred to the current AI trend as a "magnificent absurdity," suggesting that Nvidia could be a precursor to a potential bubble burst in the AI sector [6][7] Google's AI Chip Strategy - Google is intensifying its competition in the AI chip market to challenge Nvidia's dominance, with its self-developed TPU (Tensor Processing Unit) being a potential major product for clients like Meta [8][9] - Google has been promoting its TPU for local deployment in client data centers, which could help capture 10% of Nvidia's annual revenue share as AI computing demand surges [9] Tesla's AI Chip Development - Tesla's CEO Elon Musk announced plans to deeply engage in the design of AI chips, aiming to produce a new chip annually, which will be used for autonomous driving and humanoid robots [9]