格隆汇10月29日｜英伟达(NVDA.US)高开高走，涨幅扩大至超5%报211.6美元，再创历史新高，总市值 达到5.14万亿美元，单日增加2500亿美元。 ...

格隆汇10月29日｜金融服务提供商Hargreaves Lansdown持有英伟达股票的分析师Matt Britzman表示，英 伟达(NVDA.US)市值突破5万亿美元不仅是一个里程碑，更是一种宣言——这家企业已从芯片制造商蜕 变为行业缔造者。对于认为错过时机的投资者而言，即便站在5万亿市值高位，这支股票仍未被高估。 市场持续低估其发展机遇的规模，布局AI主题的最佳标的之中，英伟达依然位居前列。 ...

消息面上，此前黄仁勋在发布会上表示，Blackwell以及更新一代的Rubin芯片正推动公司进入前所未有 的销售增长周期，黄仁勋还反驳了有关人工智能市场出现泡沫的担忧，称公司最新一代芯片有望在未来 几个季度创造高达5000亿美元的收入。 高盛最新研报指出，5000亿美元的规模显著高于华尔街预期。这一目标比市场通过Visible Alpha Consensus Data反映的4470亿美元共识高出12%，同时也比高盛预测的4530亿美元高出10%。 周三，英伟达(NVDA.US)开盘涨近5%，总市值突破5万亿美元，成为历史上第一家达到这一里程碑的上 市公司，今年以来已累涨超57%。英伟达公司总市值从4万亿美元跨越5万亿美元，仅用时113天，而从3 万亿到4万亿则耗时410天。高达5万亿美元的总市值，早已超过英、法、德等国家的股市总市值，这一 数字正逼近印度股市总价值(5.3万亿美元)。 ...

消息面上，此前黄仁勋在发布会上表示，Blackwell以及更新一代的Rubin芯片正推动公司进入前所未有 的销售增长周期，黄仁勋还反驳了有关人工智能市场出现泡沫的担忧，称公司最新一代芯片有望在未来 几个季度创造高达5000亿美元的收入。 高盛最新研报指出，5000亿美元的规模显著高于华尔街预期。这一目标比市场通过Visible Alpha Consensus Data反映的4470亿美元共识高出12%，同时也比高盛预测的4530亿美元高出10%。 智通财经APP获悉，周三，英伟达(NVDA.US)开盘涨近5%，总市值突破5万亿美元，成为历史上第一家 达到这一里程碑的上市公司，今年以来已累涨超57%。英伟达公司总市值从4万亿美元跨越5万亿美元， 仅用时113天，而从3万亿到4万亿则耗时410天。高达5万亿美元的总市值，早已超过英、法、德等国家 的股市总市值，这一数字正逼近印度股市总价值(5.3万亿美元)。 ...

英伟达高开高走，涨幅扩大至5%，总市值达到5.14万亿美元，单日增加2500亿美元。 ...

Core Viewpoint - NVIDIA's stock price surged over 5% on October 29, 2023, reaching a market capitalization of $5.13 trillion, making it the first company in history to surpass a $5 trillion market cap [1] Company Developments - NVIDIA's CEO Jensen Huang indicated strong demand for AI, projecting that revenue from the Blackwell and Rubin architecture chips could exceed $500 billion from 20 million GPUs by 2026, which is five times the revenue expected from the Hopper architecture chips between 2023 and 2025 [2] - Huang showcased the next-generation Rubin superchip, which boasts a computing power of 100 PFlops, 100 times that of NVIDIA's first AI-specific computer, DGX-1, with production expected to begin by next year [3] - NVIDIA announced a $1 billion investment in Nokia to accelerate AI-RAN innovation, facilitating the transition from 5G to 6G, and introduced the Arc Aerial RAN Computer to support next-generation AI-native mobile networks [3] - In quantum computing, NVIDIA launched NVQLink, enabling hybrid simulation between QPUs and GPU supercomputers, with support from 17 different quantum computing companies [3] - NVIDIA introduced the NVIDIA BlueField-4 data processor, which will support AI factory operating systems and is part of the Rubin architecture products set to launch in 2026 [4] Financial Performance - For the second quarter of fiscal year 2026 ending July 27, 2025, NVIDIA reported revenue of $46.743 billion, a 56% year-over-year increase, slightly exceeding market expectations, with a net profit of $26.422 billion, up 59% year-over-year [5] - NVIDIA's data center revenue reached $41.1 billion, also a 56% year-over-year increase, but slightly below market expectations [5] Market Context - On October 28, 2023, NVIDIA, Microsoft, and Apple briefly entered the "4 trillion club," with Apple's market cap at $3.99 trillion and Microsoft's at $4.03 trillion, while on October 29, Apple's market cap rose to $4 trillion and Microsoft's to $4.04 trillion [5] - The surge in market capitalization among tech giants is driven by the ongoing global AI wave, although there are ongoing discussions about the potential for an AI bubble [5]

Group 1 - The three major U.S. stock indices opened higher, with the Dow Jones up 0.29%, the Nasdaq up 0.65%, and the S&P 500 up 0.26% [1] - Nvidia shares rose over 3% as the company projected a business scale of $500 billion over the next six quarters [1] - Caterpillar's stock increased by more than 6% [1] Group 2 - Futu Holdings saw its shares rise over 3% [1] - Kingsoft Cloud's stock increased by more than 2% [1]

每经AI快讯，10月29日，英伟达涨3.4%，总市值突破5万亿美元，距离该公司突破4万亿美元市值仅仅 过去了四个月。 ...

live. Kevin Hanks live at the CBOE with our prebell playbook. Um Kevin Hanks, I love it.I feel like we're doing a sports show, too. Um Nvidia here. We talk about yesterday it was Apple in the $4 trillion Cub, but Nvidia's got its own club.>> Yeah, exactly. So, we're looking at $5 trillion. I've done the math, Nicole.If you divide $5 trillion by 24 billion347 million shares, it comes out to $25.36% cents a share. That if my calculation is right and if all the numbers line up, uh that is what where Nvidia nee ...

Group 1: Market Overview - Nvidia is approaching a $5 trillion valuation following product updates and partnerships announced at its GTC event [8][10] - Wall Street is expected to open positively, driven by optimism surrounding a potential trade deal between the US and China [2][3] - The Federal Reserve is widely anticipated to cut interest rates by 25 basis points, despite ongoing government shutdown concerns [5][18] Group 2: Earnings Reports - Major tech firms including Google, Meta, and Microsoft are set to report earnings, with a focus on AI investments and data center expansions [6][7] - Microsoft and OpenAI's partnership has resulted in a 27% stake for Microsoft in OpenAI, valued at approximately $135 billion [7] - Caterpillar reported adjusted earnings per share that exceeded analyst expectations, leading to a pre-market share increase of over 4.5% [12] Group 3: Trade Relations and Tariffs - President Trump is considering reducing tariffs on Chinese goods from 20% to as low as 10% [4] - The upcoming meeting between President Trump and President Xi is expected to address trade relations and Nvidia's AI chip initiatives [4][30] - Tariffs are projected to have a delayed inflationary impact, taking between 9 to 18 months to affect final prices [31] Group 4: Industry Trends - SK Hynix, a key supplier for Nvidia, reported a 62% surge in operating profit, driven by high demand for AI chips [39][40] - Copper prices have reached record highs due to supply concerns, exacerbated by tariffs and production disruptions [52][54] - The automotive sector is experiencing mixed results, with Mercedes-Benz confirming its annual outlook and Toyota announcing a shift towards electrification despite overall market challenges [43][45]