股价一路狂飙，英伟达市值超越微软苹果

Core Viewpoint - Nvidia has become the first publicly traded company to reach a market capitalization of $4 trillion, driven by optimism regarding its leadership in the artificial intelligence (AI) sector and the surge in demand for its AI chips [1][10]. Group 1: Market Performance - Nvidia's stock price reached a high of $164.42, closing up 1.8% at $162.88, with a market cap maintained above $4 trillion [4]. - The company has seen its market cap grow nearly 300% in just over two years since crossing the $1 trillion mark in early 2023 [5]. - Following a low in April, Nvidia's stock rebounded approximately 74%, influenced by positive sentiment regarding trade agreements with the U.S. [6]. Group 2: Market Position and Comparisons - Nvidia's weight in the S&P 500 index is 7.3%, making it the largest component, compared to Microsoft and Apple at approximately 7% and 6%, respectively [7]. - Nvidia's market value has surpassed the total market capitalization of the Canadian and Mexican stock markets and is roughly equivalent to Japan's GDP [8]. Group 3: Analyst Outlook - Analysts are optimistic about Nvidia's future, with B Riley Wealth's Art Hogan noting its evolution from a gaming chip manufacturer to a leader in AI computing [10]. - Wedbush analyst Dan Ives highlighted that Nvidia is a dominant player in AI chips, with expectations for Microsoft to reach a $4 trillion market cap soon [11]. - Barclays raised Nvidia's target price to $200, suggesting a potential market cap of $4.9 trillion, while Loop Capital set a more optimistic target of $250, indicating a market cap exceeding $6 trillion [12]. Group 4: Financial Performance - Nvidia reported first-quarter revenue of $44.1 billion, a 69% year-over-year increase, and expects second-quarter revenue of approximately $45 billion [13].