Nvidia(US:NVDA) 私募排排网·2025-06-26 03:49Core Viewpoint - The article highlights the strong performance of Nvidia and its related stocks, driven by high demand for AI computing power and significant capital expenditures from major tech companies [2][4][6]. Group 1: Nvidia's Stock Performance - Nvidia's stock price reached $147.9 per share as of June 24, nearing its historical high, with a rebound of over 70% since April 7 [2]. - A-share Nvidia concept stocks, such as Shenghong Technology and Xinyi Sheng, have also performed well, with some stocks rebounding over 100% from their lows [3]. Group 2: Tech Giants' Performance and Capital Expenditure - Major tech companies reported better-than-expected earnings, with a collective capital expenditure of approximately $76.6 billion in Q1, a year-on-year increase of 64%, primarily for server and data center investments [4][5]. - Meta raised its full-year capital expenditure guidance from $60-65 billion to $64-72 billion, indicating an expansion in data center investments [5]. Group 3: AI Infrastructure and Demand - Nvidia is actively promoting AI infrastructure projects globally, which is expected to significantly increase demand for its chips [7]. - The rapid iteration of large models, such as Google's Gemini 2.5 Pro, has led to a 50-fold increase in monthly token consumption, indicating a surge in inference demand and a new wave of computing power requirements [7]. Group 4: Fund Performance Related to Computing Stocks - As of June 23, 28 funds heavily invested in computing concept stocks have seen cumulative returns exceeding 30% since April 9 [8]. - The top-performing fund, E Fund Pioneer Growth Mixed A, achieved over 38% returns in the past year and over 44% since the rebound began on April 9 [10].