Nvidia(US:NVDA) Xin Lang Cai Jing·2025-11-30 05:21Core Insights - The current era is characterized as a significant moment for artificial intelligence, comparable to the invention of the steam engine, presenting numerous investment opportunities [3][15]. - The Nasdaq index has shown substantial growth over the past 54 years, driven primarily by technological advancements despite economic fluctuations [5][16]. - Investment strategies should focus on long-term industry perspectives, emphasizing the importance of making informed choices rather than merely working hard [10][18]. Investment Strategies - The company has made strategic decisions to invest heavily in AI-related firms, particularly Nvidia and Google, recognizing the potential of AI to drive business growth [13][20]. - The investment community is increasingly favoring Alibaba and ByteDance as the only domestic companies comparable to Google in terms of technological capabilities [14][24]. - The competitive landscape in AI is expected to lead to a more monopolistic market structure, with a few companies potentially dominating the industry [24]. Market Trends - Major investors, including Berkshire Hathaway, have increased their stakes in Google, signaling confidence in the company's future growth driven by AI [21][22]. - The AI revolution is anticipated to be highly competitive, with significant investments from major tech companies like Amazon, Google, and Microsoft [22]. - The potential for companies like Nvidia and Google to reach market valuations exceeding $10 trillion is highlighted, reflecting the transformative nature of the AI era [24].