史上首家，市值4万亿美元公司诞生

Core Viewpoint - Nvidia has become the first company to reach a market capitalization of $4 trillion, surpassing Apple's previous record of $3.915 trillion by the end of 2024 [1] Group 1: Stock Performance - Nvidia's stock has risen over 20% this year, and more than 1000% since the beginning of 2023 [2] - The company's sales have surged tenfold over the past three years, with an expected annual growth rate of 32% over the next three years [3] Group 2: AI Dependency and Risks - Nvidia's growth is heavily reliant on the AI boom, positioning the company as a key supplier for any firm looking to enter the AI space [2] - The "all-in on AI" strategy presents binary risks; if AI demand does not meet expectations or if technological breakthroughs diminish the uniqueness of its chips, Nvidia could face significant setbacks [4] - A recent example of this risk occurred in January when the "DeepSeek" incident led to a 20% drop in Nvidia's market value within a week [4]