Nvidia(US:NVDA) 新浪财经·2025-11-02 08:00Group 1: Company Milestones - Nvidia became the first publicly traded company to surpass a market capitalization of $5 trillion, achieving this milestone in just 113 days from $4 trillion, compared to 410 days from $3 trillion to $4 trillion [1] Group 2: CEO Stock Transactions - CEO Jensen Huang sold 25,000 shares of Nvidia stock as part of a pre-established plan, completing a strategy to sell up to 6 million shares by the end of the year [2][3] - Since June, Huang has cashed out over $1 billion from stock sales, and his personal wealth has increased by $61.3 billion this year, reaching $176 billion [3] Group 3: Expansion in South Korea - Nvidia announced plans to supply over 260,000 advanced AI chips to the South Korean government and major corporations, including Samsung Electronics, for AI infrastructure and smart factories [7][9] - Samsung will build an "AI factory" housing over 50,000 Nvidia chips, while Hyundai will use similar chips for AI model development and advancements in manufacturing and autonomous driving [7] - SK Group will deploy Nvidia RTX Pro 6000 Blackwell server chips in Asia's first "industrial AI cloud" to enhance robotics and AI applications [8] Group 4: Market Strategy in China - Huang expressed a desire to continue pursuing the Chinese market, arguing that cooperation is in the best interest of both the U.S. and China, despite concerns over national security regarding advanced semiconductor sales [11][12] - He emphasized the importance of the Chinese market for AI development and warned that U.S. policies restricting sales could harm American companies in the long run [12][13] - Huang noted that Nvidia's market share in China has dropped from 95% to 0% due to U.S. export controls, highlighting the need for a balanced approach to maintain competitiveness [12][13]