Core Viewpoint - Nvidia has become the first company to reach a market valuation of $4 trillion, surpassing Apple's previous record of $3.9 trillion, highlighting the significant growth and demand for AI-related technologies and infrastructure [2][10]. Group 1: Market Performance - Nvidia's stock price has surged over 70% since its low on April 4, driven by strong demand for AI chips and infrastructure [3][5]. - The company's revenue for the first quarter of 2025 increased by approximately 70%, reaching over $44 billion, with expectations for further growth to $45 billion in the current quarter [5][7]. - Nvidia's stock has risen nearly 20% this year and 1500% over the past five years, making it the highest-valued public company as of mid-June [5][6]. Group 2: Industry Context - Major tech companies like OpenAI, Amazon, and Microsoft are investing heavily in AI infrastructure, with projected capital expenditures rising from $310 billion to $350 billion over the next few fiscal years, contributing over 40% of Nvidia's revenue [4]. - Nvidia's market valuation has dramatically increased from $500 billion two years ago to over $3 trillion recently, showcasing its rapid growth trajectory [6]. Group 3: Challenges and Risks - Despite its success, Nvidia faces challenges, including potential losses of up to $5.5 billion due to U.S. government export restrictions to China [6][7]. - The company reported a quarterly profit of $18.8 billion, with earnings per share of $0.76, which would have been $0.96 without the export restriction costs [7]. Group 4: Analyst Sentiment - Analysts remain optimistic about Nvidia, with nearly 90% rating it as a "buy," and an average target price suggesting a potential increase of over 6% in the next 12 months [9]. - The upcoming earnings season is anticipated to be a catalyst for further stock price increases, as the company is expected to exceed expectations and raise its performance guidance [9].

Market Overview - The indices collectively experienced slight increases, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rising by 0.48%, 0.47%, and 0.22% respectively, indicating a mixed market sentiment [4]. Hydrogen Energy Sector - The hydrogen energy sector saw significant early gains, with stocks like Hupoo Co., Meijin Energy, and Jingcheng Co. experiencing sharp increases [7]. - Although the sector initially rose over 1%, it later retraced but ultimately closed up by 0.8%, suggesting a rotation of funds within the sector [8]. Real Estate Sector - The real estate sector showed strong performance, with stocks such as Yuhua Development and Greenland Holdings hitting their daily limits, contributing to a sector increase of 2.91% [10][11]. - The market's positive sentiment was likely fueled by expectations of favorable policies from upcoming top-level meetings [11]. New Urbanization - The new urbanization sector experienced a rebound, closing up by 1.09%, with stocks like Meili Ecology and New City achieving consecutive gains [13]. - The sector's performance was supported by announcements from the National Development and Reform Commission regarding the goals for urbanization by 2035, although the market had already reacted positively prior to this news [13]. Stablecoin Concept - The stablecoin sector experienced volatility, with stocks like Changliang Technology and Yinzhijie showing brief surges before declining [14][17]. - The sector's fluctuations were influenced by news of Ant Group collaborating with Circle Internet to integrate USDC stablecoin into its blockchain platform, which initially boosted market sentiment [14][15].

Nvidia (NVDA 1.81%) has accomplished a lot in recent years and made plenty of big moves -- from developing the world's highest-performance artificial intelligence (AI) chips to making itself a general AI leader across industries from healthcare to automotive. The Dow Jones Industrial Average even invited Nvidia to join last year, and the company went on to post the best performance in the index.Last year, Nvidia's biggest moves might be considered the company's stock split and the launch of the new Blackwel ...

商务部召开例行新闻发布会。有记者提问：有消息称， 英伟达的首席执行官黄仁勋，计划于下周到访 中国，并计划与包括商务部部长在内的中国政府高级官员会面。请问上述信息是否属实？商务部新闻发 言人何咏前表示：关于你提到的问题，目前我没有可以提供的信息。 ...

Core Insights - Nvidia has become the first company to surpass a $4 trillion market capitalization, highlighting its pivotal role in the AI revolution [1] - The company's valuation has increased nearly eightfold from $500 billion in 2021 to just under $4 trillion, reflecting its dominance in the AI hardware ecosystem [3] - Nvidia's GPUs are now the gold standard for AI development, making it a key player in the AI industry and a favored investment on Wall Street [4] Company Overview - Founded in 1993 by Jensen Huang, Nvidia initially focused on designing graphics cards for video gamers [2] - The company has transformed into a leading force in generative AI and data-intensive applications [3] Market Position - Nvidia's market value exceeds the entire publicly listed equity markets of the UK and is greater than the combined stock markets of Canada and Mexico [5] - It accounts for 7% of the S&P 500's total value, with major tech companies like Apple and Microsoft also contributing to a significant portion of the index [6] Financial Performance - Nvidia's quarterly revenue surged from $7.2 billion to $44.1 billion in just two years, driven by high demand for AI infrastructure [8] - The company's gross margin exceeds 70%, indicating strong pricing power in a high-demand market [8] Stock Volatility and Risks - Nvidia has experienced volatility, including a nearly 20% stock plunge earlier this year due to competition from a powerful Chinese chatbot [9] - Geopolitical tensions and tariff risks have also contributed to market fluctuations, with potential new tariffs on chip imports being a concern [10][11] Strategic Initiatives - To address political and logistical risks, Nvidia is reshoring parts of its supply chain and plans to build AI supercomputers in the U.S. [12] - The company is set to begin mass production of Blackwell chips in Arizona and Texas within 12 to 15 months [12] Technical Outlook - Nvidia's stock has shown a powerful uptrend, closing at $162.82, marking an impressive gain of nearly 89% from its early-April low [13]

Core Viewpoint - The performance of the AI industry index and related ETFs shows mixed results, with notable fluctuations in individual stocks and overall market activity [1][3][4]. Group 1: AI Industry Index Performance - As of July 10, 2025, the CSI Artificial Intelligence Industry Index (931071) decreased by 0.26% [1]. - Among the constituent stocks, Lexin Technology (688018) led with a rise of 5.77%, while companies like Cambricon (688256) and Zhongke Xingtu (688568) experienced declines [1][6]. - The top ten weighted stocks in the index account for 52.07% of the total index weight, with notable companies including Zhongke Shuguang (603019) and Keda Xunfei (002230) [4][6]. Group 2: AI ETF Performance - The AI ETF (515980) had a recent price of 1.03 yuan, with a trading volume of 1.10 billion yuan and a turnover rate of 3.27% [1][3]. - Over the past year, the AI ETF's net value increased by 35.14%, with the highest monthly return reaching 30.38% since its inception [3]. - The ETF's management fee is 0.50%, and the tracking error over the past month is 0.012% [3]. Group 3: Market Activity and Trends - As of July 9, 2025, the net buying amount of leveraged funds in the AI ETF was 2.18 million yuan, with a total financing balance of 116 million yuan [3]. - Nvidia's stock reached a record high of $164.42, with a market capitalization exceeding $4 trillion, marking it as the first company to achieve this milestone [6].

Group 1 - The core viewpoint of the articles highlights the performance of the STAR Market and its associated ETF, with significant movements in key stocks and the overall market trend towards technology and innovation [1][2] - The STAR Market is designed to support technology innovation enterprises that align with national strategies and focus on breakthrough technologies, particularly in sectors like semiconductors and artificial intelligence [1] - The recent surge in NVIDIA's stock price, reaching a historical high and a market capitalization exceeding $4 trillion, reflects the growing demand for AI hardware and chips since the launch of ChatGPT [1] Group 2 - The establishment of the STAR Market's growth tier by the China Securities Regulatory Commission is expected to benefit high-quality semiconductor companies, aligning with the trends in AI and self-sufficiency [2] - The management fee rate for the STAR Market ETF by Jianxin is 0.15%, with a total expense ratio of 0.2%, positioning it as a low-cost option in the industry [2] - The STAR Market ETF by Jianxin has become a key tool for capturing opportunities in China's technological innovation and industrial upgrading due to its index tracking and coverage of hard technology sectors [2]

Core Insights - Nvidia has become the first company in the world to surpass a market capitalization of $4 trillion, reflecting the market's enthusiasm for AI technology [2][3] - Nvidia's stock price reached a peak of $164.285, with a closing market cap of $3.97 trillion, maintaining its position as the highest-valued company globally [2][3] - The rapid growth of Nvidia's market cap from $1 trillion to $4 trillion in just two years is unprecedented, outpacing competitors like Apple and Microsoft [6][7] Company Performance - Nvidia's stock has increased nearly 15 times over the past five years, significantly boosting the net worth of its founder, Jensen Huang, who is now the tenth richest person globally with a net worth of $142 billion [7] - The company has seen a rebound in stock price, rising 88% from a low of $86.62 earlier this year, driven by strong business growth and optimistic earnings forecasts [5][7] - Analysts predict further upside for Nvidia's stock, with target prices ranging from $175.97 to $250, indicating potential growth in market capitalization [7] Market Context - Nvidia's rise to a $4 trillion valuation highlights the intense competition in the AI sector, particularly against companies like Apple, which has struggled with its AI strategy [4][5] - The company is facing challenges in the Chinese market due to export restrictions, which have impacted its revenue and market share [11][13] - Despite these challenges, Nvidia remains committed to the Chinese market, with plans for new product launches and participation in key industry events [10][12] Strategic Moves - Jensen Huang's upcoming visit to China for the Beijing International Supply Chain Expo underscores Nvidia's focus on the Chinese market, which has historically been a significant revenue source [8][10] - The company is developing a new AI chip tailored for the Chinese market, aiming to regain lost market share amid increasing competition from local firms [11][13] - Nvidia's market share in China has declined from 95% to 50% over the past four years, as local competitors like Huawei and Cambrian are gaining traction [13]

Core Viewpoint - Nvidia has become the first company in history to reach a market capitalization of $4 trillion, driven by the ongoing AI boom and strong demand for its AI chips and infrastructure [1][5][6]. Group 1: Market Performance - Nvidia's stock price hit a record high of $164.42, with a closing market cap of approximately $3.98 trillion [1]. - The stock has rebounded over 70% since its low in April and has increased by more than 1,000% since the beginning of 2023 [2]. - Nvidia currently holds a 7.5% weight in the S&P 500 index, nearing historical highs for market capitalization weight [2]. Group 2: AI Spending Surge - Major clients like Microsoft, Meta, Amazon, and Alphabet are expected to increase their capital expenditures to approximately $350 billion, primarily directed towards AI infrastructure, representing a 35% year-over-year increase [6]. - These companies contribute over 40% of Nvidia's revenue, indicating strong ongoing demand for its AI products [7][6]. Group 3: Industry Dynamics - The Nasdaq 100 index, influenced by tech giants including Nvidia, has been performing strongly, outpacing the S&P 500 [5]. - The so-called "Magnificent Seven" tech giants, including Nvidia, are driving the long-term bull market in U.S. stocks due to their robust fundamentals and cash flow [5]. Group 4: Future Projections - Analysts predict Nvidia's market cap could reach $6 trillion, supported by the ongoing global AI infrastructure investment race [18]. - The AI data center market is expected to grow significantly, with estimates suggesting it could reach $563 billion by 2028, benefiting Nvidia due to its involvement in AI infrastructure [10]. Group 5: Analyst Sentiment - Nearly 90% of analysts covering Nvidia have a "buy" or equivalent rating, reflecting strong bullish sentiment [10]. - Loop Capital has raised its target price for Nvidia from $175 to $250, indicating confidence in the company's growth trajectory [18].

来源：环球网 【环球网科技综合报道】7月10日消息，由英伟达投资支持的Perplexity AI近日推出一款名为Comet的AI 驱动网络浏览器，这家初创公司正积极挑战Alphabet旗下谷歌在浏览器领域的主导地位。 据了解，Comet能够在保持完整上下文的前提下执行完整工作流程，让研究如同对话般自然，使分析过 程更易于操作。例如，用户可借助Comet比较不同的保险计划，也能通过它深入理解某项技术以辅助投 资决策。 值得注意的是，Perplexity强调，用户在Comet中的数据仅存储在本地浏览器，绝不会被用于模型训练。 关于使用权限，从7月9日起，Comet将向Perplexity Max订阅用户开放。该公司表示，夏季将逐步向候补 名单用户开放仅限邀请的访问权限，新用户还将获得一定数量的邀请名额可与他人分享。 近年来，AI在搜索及浏览器领域的应用持续推进。去年，微软支持的OpenAI为ChatGPT添加了搜索引 擎功能，且近期已向所有用户开放该服务；谷歌也于去年推出名为"AI概览"的AI驱动搜索功能。而 OpenAI也将在近期推出自家AI浏览器。（纯钧） Perplexity公司在公开介绍中表示，Comet ...