Nvidia(US:NVDA) 量子位·2025-07-10 00:34Core Insights - Nvidia has made history by becoming the first company to reach a market capitalization of $4 trillion, surpassing Apple's previous record of $3.915 trillion [1][6][7] - The company's market value has quadrupled in just two years, from $1 trillion in 2023 to $4 trillion in 2025, driven by the booming AI sector [3][6] - Nvidia's stock price has shown strong momentum, increasing by over 15% in the past month and 22% since the beginning of the year, despite facing some initial challenges [8][9] Market Performance - Nvidia's stock reached a high of $164.42, marking a 2.8% increase before closing at a valuation of approximately $3.97 trillion [6] - The company has experienced significant stock price growth, with a 70% increase in quarterly revenue reported in May, and projected annual revenue of nearly $200 billion, a 55% year-on-year increase [12] - The stock's performance has rebounded after initial concerns regarding computational resources and export controls, with new deals in the Middle East contributing to its recovery [8][9] Strategic Moves - Nvidia has been actively acquiring talent and companies, including at least two Chinese startups, to bolster its capabilities in the AI sector [10] - The company is preparing to launch a new AI chip specifically designed for the Chinese market, with testing already underway by Chinese clients [15][17] - Despite the anticipated demand for the new chip being lower than the previously banned H20 chip, there is still significant interest from potential customers [18] Future Outlook - Nvidia's CEO remains optimistic about the company's future, predicting that advancements in AI and robotics will generate trillions in sales over the coming years [13] - The upcoming AI chip launch is part of Nvidia's strategy to maintain its competitive edge and expand its market presence in China [15][18]