Core Viewpoint - Nvidia's market capitalization has surpassed $4 trillion, while CEO Jensen Huang continues to reduce his stake in the company, leading to a significant increase in his personal wealth [2][4]. Stock Reduction by Jensen Huang - On July 11, the SEC disclosed that Jensen Huang sold approximately 225,000 shares of Nvidia, valued at around $36.4 million [4]. - In June, Huang had already reduced his holdings by a total of 225,000 shares, amounting to nearly $33.2 million, with specific sales on June 20, 23, 24, and 25 [5]. - Huang's stock sales are part of a pre-established 10b5-1 plan, allowing executives to sell shares without violating insider trading rules, with a total of 6 million shares planned for sale by the end of 2025 [5]. Jensen Huang's Wealth Status - According to the Bloomberg Billionaires Index, Huang's net worth has reached $144 billion, surpassing Warren Buffett's $143 billion, placing him ninth globally [7]. - If Huang sells the planned 6 million shares at the current price of $165, he could realize approximately $985 million [7]. - Huang still holds over 858 million shares of Nvidia through various partnerships and trusts [7]. Market Outlook for Nvidia - Wall Street analysts maintain an optimistic outlook for Nvidia, predicting the stock price could rise further to between $185 and $190 or even higher [8]. - Analysts believe that the ongoing demand for AI will continue to enhance the company's valuation, further increasing Huang's wealth and potentially widening the gap with Buffett [8]. - At the June 25 shareholder meeting, Huang indicated that Nvidia aims to evolve beyond a chip company, with robotics and fully autonomous vehicles based on AI training and inference systems expected to be significant growth drivers [8].
黄仁勋,又减持!
中国基金报·2025-07-12 10:35