AI芯片赛道“黑马”来袭，英伟达4万亿市值红线受威胁

Core Viewpoint - Nvidia's stock price has declined by 2.7% to $167.02, while Broadcom's stock surged by 9.41% to $334.89, following strong earnings and guidance from Broadcom, indicating increased competition in the AI hardware market [2][4][5]. Group 1: Nvidia's Performance - Nvidia's stock price fell over 10% from its August peak, resulting in a market cap reduction of nearly $470 billion, yet it remains the largest company globally with a market cap of approximately $4 trillion [2][5]. - Nvidia's stock reached a relative low compared to Broadcom, marking the lowest point in 18 months [6]. Group 2: Broadcom's Performance - Broadcom's third-quarter earnings exceeded expectations, and the company provided strong guidance for the fourth quarter, particularly in AI chip business growth [4]. - Broadcom secured a $10 billion custom chip order from a new client, likely OpenAI, which is expected to reduce reliance on Nvidia's products [4][5]. - Broadcom's stock has outperformed Nvidia's this year, reflecting growing investor enthusiasm, especially with the association to OpenAI [7].