英伟达,重大宣布!股价突然狂拉!
证券时报·2025-09-22 23:49

Core Viewpoint - Nvidia announced a significant investment of up to $100 billion in OpenAI to establish a strategic partnership for AI infrastructure development, which is expected to enhance the capabilities of AI models [3] Group 1: Stock Market Performance - Major US stock indices reached all-time highs, with the Dow Jones up 0.14% to 46,381.54 points, the S&P 500 up 0.44% to 6,693.75 points, and the Nasdaq up 0.7% to 22,788.98 points [1] - Apple stock rose by 4.31% following an optimistic outlook from Wedbush Securities, which raised its target price to $310 due to strong demand for the iPhone 17 series, which is expected to see a 10% to 15% increase in demand compared to the iPhone 16 series [3] Group 2: Company Developments - Nvidia's stock surged by 3.9%, reaching a market capitalization close to $4.5 trillion, following the announcement of its partnership with OpenAI to deploy at least 10GW of NVIDIA systems for AI model training and operation [3] - Tesla's stock increased by 1.91%, with a peak rise of over 4%, amid reports of a potential reconciliation between President Trump and CEO Elon Musk, as well as approval for autonomous vehicle testing in Arizona [4] Group 3: Economic Indicators - Federal Reserve officials expressed caution regarding future interest rate cuts, with St. Louis Fed President Bullard indicating limited room for further reductions due to current interest levels being slightly tight [7][8] - The international gold price reached a historic high, with spot gold rising by 1.67% to $3,747 per ounce, driven by concerns over a weakening labor market and economic growth [10]