公司掌舵人减持公司股票一般会让公司股票承压。但黄仁勋持续减持并未影响英伟达股票屡创新高。 10月29日，英伟达的市值如火箭般冲破5.05万亿美元大关，仅用113天便从4万亿美元跃升至5万亿美元，其股价今年累计飙升54%，自年内低点反弹逾 135%。福布斯实时富豪榜显示，黄仁勋的个人财富突破了1800亿美元，财富排名全球第八。 股价强势的背后，是英伟达扎实的基本面支撑。财报显示，英伟达第二财季实现营收467.43亿美元，同比增长56%，略高于分析预期的462.3亿美元。其 中，第二财季数据中心收入为411亿美元，略低于分析师预期的412.9亿美元。 英伟达CEO黄仁勋完成了今年的股票出售计划，自6月下旬以来累计套现超过10亿美元。但英伟达股价今年仍然大幅上涨并突破5万亿美元市值。 单日减持2.5万股 根据英伟达向SEC提交的文件显示，黄仁勋在10月29日单日减持2.5万股，减持完成后个人仍然持有英伟达股票6973万股。 | | | | Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned | | | | ...

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].