Nvidia(US:NVDA) 财联社·2025-11-03 06:19Core Viewpoint - Nvidia has become the first company in history to surpass a market capitalization of $5 trillion, indicating its unprecedented influence on the global economy and financial markets [4]. Group 1: Nvidia's Market Position - Nvidia is now the largest company globally and has significantly impacted the stock market, being a major driver of the recent rise in U.S. stocks since the beginning of 2023 [5]. - The company's market capitalization exceeds that of six sectors within the S&P 500 index and is larger than the total market capitalization of many countries [5][11]. - Nvidia accounts for 8.5% of the S&P 500 index, surpassing the combined weight of 240 companies within the index [6][11]. Group 2: Financial Performance and Growth - Nvidia's revenue is projected to reach $285 billion in the next fiscal year, a significant increase from $11 billion in fiscal 2020, reflecting a growth rate of nearly 60% for the current fiscal year [6][14]. - Despite a slowdown from previous years' growth rates of 126% and 114%, Nvidia's growth remains far superior to competitors like Microsoft and Apple, which are expected to grow at 15% and 6.2%, respectively [17]. Group 3: CEO Wealth and Analyst Sentiment - Nvidia's CEO Jensen Huang has seen his net worth rise to $176 billion, with an increase of over $60 billion this year alone, placing him among the top ten wealthiest individuals globally [17][18]. - Approximately 91% of Wall Street analysts maintain a buy rating on Nvidia, with HSBC raising its target price to $230, suggesting a potential market cap nearing $8 trillion [18].