Nvidia(US:NVDA) 聪明投资者·2025-07-19 15:05Core Insights - Nvidia's market value has surged to 4 trillion USD, highlighting the company's significant growth and influence in the AI sector [1] - Founder Jensen Huang emphasized the importance of winning over global AI developers to maintain a competitive edge in computing [1] Group 1: Nvidia's Recent Developments - Jensen Huang met with former President Trump and announced the approval of H20 chip sales to China, along with the launch of a new graphics card [1] - Huang's discussions with Trump focused on the essence of AI being computation and the necessity of attracting developers to their technology stack [1] Group 2: Additional Investment Insights - Bill Ackman's in-depth conversation on value investing and personal experiences was highlighted as a significant content addition [1] - Notable discussions included perspectives on Berkshire Hathaway's current positioning, the importance of gold in asset allocation, and insights into the Hong Kong stock market [1]