今夜，见证历史！刚刚，暴涨！

Core Viewpoint - Nvidia has made history by becoming the first publicly traded company to surpass a market capitalization of $5 trillion, driven by strong revenue signals released during the recent GTC conference, which exceeded market expectations and fueled bullish sentiment in the market [2][4]. Group 1: Nvidia's Market Performance - Nvidia's stock surged over 5%, pushing its total market capitalization to approximately $5.15 trillion (around 36.6 trillion RMB), with a single-day increase of nearly $270 billion (about 1.9 trillion RMB) [4]. - The company achieved this milestone in just 113 days after crossing the $4 trillion mark, compared to 410 days to move from $3 trillion to $4 trillion [4]. Group 2: Revenue Guidance and Analyst Predictions - Nvidia's CEO Jensen Huang indicated a clear visibility towards achieving a cumulative revenue of $500 billion from data center operations between 2025 and 2026, significantly higher than previous market expectations [4][5]. - Goldman Sachs reported that this revenue target is 12% above the market consensus of $447 billion and 10% higher than their own previous forecast of $453 billion [4][5]. - Analysts believe that the improved visibility on long-term revenue is a positive incremental factor for Nvidia's stock price, with potential for further upward adjustments to their forecasts [5][6]. Group 3: Strategic Partnerships and Investments - Nvidia announced a $1 billion equity investment in Nokia, aimed at accelerating the development and deployment of next-generation AI-native mobile networks and related infrastructure [8]. - The company is collaborating with the U.S. Department of Energy to deploy seven new supercomputer systems at Argonne and Los Alamos National Laboratories, with significant GPU allocations for these systems [8]. Group 4: Federal Reserve's Interest Rate Decision - The market is closely watching the Federal Reserve's interest rate decision, with a consensus expectation of a 25 basis point cut, bringing the federal funds rate target range to 3.75% to 4% [10]. - Analysts anticipate that Fed Chair Jerome Powell may provide insights into future monetary policy directions during the press conference following the rate announcement [10][11].