一夜涨超1万亿元！英伟达市值重回全球第一，黄仁勋透露重磅信号

Core Viewpoint - Nvidia's stock surged 4.3% to a record high of $154.31, solidifying its position as the world's most valuable company with a market cap of approximately $3.77 trillion, surpassing Microsoft [1][2] Group 1: Financial Performance - Nvidia's revenue for Q1 of the fiscal year reached $44.06 billion, a 69% year-over-year increase; GAAP net profit was $18.78 billion, up 26%; Non-GAAP diluted earnings per share were $0.81, reflecting a 33% growth [7] Group 2: Strategic Initiatives - Nvidia is entering a "decade-long AI infrastructure construction cycle," with a focus on AI and robotics as major growth opportunities, representing a multi-trillion dollar market [4][6] - The company plans to release new AI chips annually to meet the increasing demand for model inference and training [5] - Nvidia is accelerating its efforts in sovereign AI and large-scale government collaborations to strengthen global infrastructure and mitigate the impact of export controls [7] Group 3: Market Position and Competition - Loop Capital predicts Nvidia's market value could reach $6 trillion, with analyst Ananda Baruah raising the target price from $175 to $250, the highest on Wall Street [3] - Despite facing challenges such as export restrictions to China and increasing competition from companies like AMD, Google, and Amazon, Nvidia maintains a strong position in high-end AI chip performance [9] - Nvidia's transition from a "chip company" to an "AI infrastructure platform provider" is deepening its ecosystem, which includes GPUs, CUDA platforms, software services, and data center support [8] Group 4: Robotics Focus - Nvidia is targeting the robotics sector, emphasizing the arrival of the "era of general-purpose robots," with ambitions extending to various types of robots, including agentic robots, autonomous vehicles, and humanoid robots [6]