英伟达市值已超5万亿美元，还能继续涨吗？

Core Insights - Nvidia has become the first company in history to surpass a market capitalization of $5 trillion, solidifying its position as the world's most valuable company [1] - CEO Jensen Huang announced over $500 billion in AI chip orders locked in until the end of 2026, highlighting Nvidia's unique ability to predict future revenue [1] - Nvidia's stock price has surged significantly, with a more than 50% increase in 2025 alone, and its market value skyrocketing by over $400 billion in just two trading days [4] Company Developments - Nvidia has begun full production of its Blackwell graphics processors at its Arizona factory, benefiting from U.S. manufacturing policies [1] - The company has partnered with Nokia to invest $1 billion in developing 5G/6G network communication devices [2] - Nvidia is collaborating with Oracle to build seven supercomputers for the U.S. Department of Energy, with the largest one featuring 100,000 Blackwell AI chips [2] Market Position - Nvidia holds approximately 90% of the AI chip market share, which is critical for training and running large language models in AI systems used by major tech companies like Microsoft, Meta, and Amazon [5] - Major cloud computing companies are expected to increase capital expenditures to $632 billion by 2027, indicating a growing demand for Nvidia's products [4] - Nvidia's market value has seen rapid growth, reaching $1 trillion in June 2023, $2 trillion in February 2024, and $3 trillion in June 2024 [4]