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黄仁勋越卖,英伟达越涨!套现已超10个亿,市值站上5万亿!
证券时报·2025-11-01 02:21

Core Viewpoint - NVIDIA's CEO Jensen Huang has completed his stock selling plan for the year, cashing out over $1 billion since late June, yet NVIDIA's stock price has surged, surpassing a market capitalization of $5 trillion [1][9]. Stock Selling Details - On October 29, Huang sold 25,000 shares, retaining 69.73 million shares post-sale [2][3]. - The stock selling plan began in March, with Huang citing personal wealth diversification and tax needs as reasons for the sales, executed under a 10b5-1 plan to avoid insider trading allegations [6]. Financial Performance - NVIDIA reported Q2 revenue of $46.743 billion, a 56% year-over-year increase, slightly above analyst expectations [9]. - Data center revenue for the second quarter was $41.1 billion, marginally below the anticipated $41.29 billion [9]. Market Sentiment and Analyst Ratings - Despite Huang's stock sales, NVIDIA's stock price has continued to reach new highs, with a 54% increase this year and a 135% rebound from its low point [9]. - Among 80 analysts covering NVIDIA, 73 have a "buy" rating, 6 have a "hold" rating, and only 1 has a "sell" rating, indicating a generally optimistic outlook [9]. Future Projections - Huang expressed confidence in NVIDIA's new Blackwell and Rubin chips, predicting they could generate up to $500 billion in revenue over the next few quarters, exceeding Wall Street's expectations [9]. - HSBC's Frank Lee raised NVIDIA's rating to "buy" with a target price of $320 per share, citing strong demand for AI accelerators [10].