10月29日晚间，美股三大指数集体高开，道指盘中向上触及48000点，再创纪录新高。 | 名称 | 现价 | 涨跌幅 | | --- | --- | --- | | 道琼斯工业平均 | 47925.84 | 0.46% | | 纳斯达克指数 | 23978.59 | 0.63% | | 标普500 | 6911.25 | 0.30% | | DJI[道琼斯工业平均] 48041 | 47935.28 0.48% | 0.70% | | 47874 | | 0.35% | | 47706 | | 0.00% | 半导体股普涨，英伟达股价创新高。美光科技涨超3%，AMD涨约3%。 | 名称 | 现价 | 涨跌幅 ▼ | | --- | --- | --- | | 泰瑞达(TERADYNE) | 163.310 | 13.11% | | 英伟达(NVIDIA) | 210.110 | 4.52% | | 思佳讯(SKYWORKS) | 83.380 | 3.89% | | COHERENT | 139.280 | 3.75% | | 英特格(ENTEGRIS) | 94.940 | 3.63% | | ONTO I ...

2025.10. 29 本文字数：1412，阅读时长大约2.5分钟 作者 | 第一财经 郑栩彤 美股10月29日开盘，英伟达股价上涨超5%，盘中市值达5.13万亿美元，成为史上首个市值突破5万亿美元的公 司。 | < w NVDA.O | 英伟达(NVIDIA) | | | --- | --- | --- | | 208.270 量 2860.58万 股本 243.00亿 市盈 58.4 | | 万得 | | +7.240 +3.60% 换 0.12% 市值 5.06万亿 市净 50.54 | | 盘口 | | 书时 五日 日K 周K 月K 更多 | | (0) | | 叠加 卖1 | | 208.270 70 | | 200 000 000 000 000 -----3.96%- 买1 208.220 | | 1 | | 09:31 208.350 292 | | | | 09:31 208.360 300 | | | | 2 300 0713 400,500 201.030 | | 4 | 消息面上，英伟达CEO黄仁勋释放了AI需求强劲的信号。他在当地时间10月28日的GTC DC大会上表示，现在 已经可 ...

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: Core Business Developments - NVIDIA's CEO Jensen Huang announced that the expected sales for the Blackwell and Rubin chips will exceed $500 billion, with an order volume of approximately 20 million GPUs [2][4] - The next-generation Vera Rubin chip, with a computing power of 100 Petaflops, is set to be mass-produced next year, while the Blackwell architecture continues to see strong market demand [5][6] - NVIDIA's data center business achieved $41.1 billion in revenue in the second quarter, a 56% year-over-year increase, accounting for 88% of total revenue [6] Group 2: Strategic Partnerships and Investments - NVIDIA announced a $1 billion investment in Nokia to accelerate the development of 6G and AI network infrastructure, which led to a nearly 23% increase in Nokia's stock price [8] - The company is collaborating with Oracle and the U.S. Department of Energy to build AI supercomputers for scientific discovery, with significant GPU deployments planned [7][11] - NVIDIA's partnerships with Intel and OpenAI aim to enhance AI infrastructure, with investments potentially reaching $100 billion for OpenAI's next-generation AI systems [11] Group 3: Innovations in AI and Quantum Computing - NVIDIA introduced NVQLink, a new interconnect technology that combines GPU computing with quantum processors to accelerate quantum supercomputing [2] - The company is focusing on "Physical AI" applications, collaborating with Uber to develop a large-scale Level 4 autonomous driving network, with plans to expand to 100,000 vehicles by 2027 [12][14] - NVIDIA's new products, such as the BlueField-4 data processor and IGX Thor platform, are designed to support AI-driven manufacturing and real-time AI performance in industrial applications [15][16]

作者丨倪雨晴 编辑丨张伟贤 视频编辑 丨 杨浩凯 10月29日美股盘前，英伟达股价涨超3%， 若保持至开盘后，将成为首家市值突破5万亿美元的公司 。 消息面上，在当地时间周二举行的GTC华盛顿大会上，英伟达创始人兼CEO黄仁勋放出多个大招。 GPU支柱上，Rubin和Blackwell芯片的预期销量超过5000亿美元； 6G领域，英伟达投资入股诺基亚，还联合电信公司推AI-RAN； 在量子计算界，英伟达推新互联技术NVQLink，将GPU计算与量子处理器联合，以构建加速量子超级计算机； 面向物理AI，英伟达与Uber合作无人驾驶，机器人、AI工厂稳步前行。 算力印钞机： GP U可见收入超5 0 0 0亿美元 目前，Blackwell是英伟达最核心的算力印钞机。按照规划，英伟达将在2026年上市下一代Vera Rubin芯片，后继版本Rubin Ultra预计2027年 推出，更远期架构是2028年的Feynman。 在这次GTC上，黄仁勋透露了惊人的销售数据。他表示， 截至2026年的未来五个季度，Blackwell与Rubin的可见收入已经超过5000亿美元， 订单量约为2000万颗GPU 。 此次，黄仁 ...

GPU支柱上，Rubin和Blackwell芯片的预期销量超过5000亿美元；6G领域，英伟达投资入股诺基亚，还 联合电信公司推AI-RAN；在量子计算界，英伟达推新互联技术NVQLink，将GPU计算与量子处理器联 合，以构建加速量子超级计算机；面向物理AI，英伟达与Uber合作无人驾驶，机器人、AI工厂稳步前 行。 21世纪经济报道记者倪雨晴 黄仁勋的一场深夜演讲发布，直接将英伟达市值带上4.9万亿美元，距离5万亿美元算力帝国，一步之 遥。 在这场GTC华盛顿大会上，英伟达创始人兼CEO黄仁勋继续放大招。 当外界还在观察这家4万亿体量的企业时，这家AI巨头继续超前进化。从硅谷到华盛顿，从AI模型的狂 潮到底层算力的重塑，黄仁勋为加速计算、为人工智能规划了新的蓝图。 算力印钞机：GPU可见收入超5000亿美元 目前，Blackwell是英伟达最核心的算力印钞机。按照规划，英伟达将在2026年上市下一代Vera Rubin芯 片，后继版本Rubin Ultra预计2027年推出，更远期架构是2028年的Feynman。 在这次GTC上，黄仁勋透露了惊人的销售数据。他表示，截至2026年的未来五个季度，Blac ...

这是英伟达近期频繁进行大额投资的最新一例。投资并与诺基亚合作的同时，英伟达推出了一条新产品 线Arc Aerial RAN Computer，用以支持6G。演讲中，黄仁勋还提及GPU产品的收入预测"秀肌肉"，并谈 及英伟达在GPU之外布局的其他新产品。 经济观察网据第一财经消息，当地时间10月28日，诺基亚宣布英伟达将认购公司股份后，英伟达CEO黄 仁勋出现在美国华盛顿的GTC DC大会上，在演讲中也宣布英伟达将对诺基亚进行投资。 "今天我们宣布与诺基亚建立了合作关系，诺基亚是世界第二大电信制造商，这是一个价值3万亿美元的 产业。"黄仁勋说，全世界有数百万个基站，双方合作将能在新技术的基础上，基于加速计算和人工智 能改变行业。 ...

Core Viewpoint - Nvidia has announced a significant investment in Nokia, acquiring a 2.9% stake for $1 billion, aiming to penetrate the telecommunications sector and enhance its product offerings in the 6G space [3][6][8]. Investment and Partnership - Nvidia's investment in Nokia is part of a broader strategy to enter the telecom industry, with the introduction of the Arc Aerial RAN Computer to support 6G technology [6][8]. - Nokia's board has approved the issuance of 166,389,351 new shares at a subscription price of $6.01 per share for Nvidia's investment [6][8]. - The collaboration will focus on adapting Nokia's 5G and 6G software to run on Nvidia's chips, while Nvidia will explore the integration of Nokia's data center technology into its AI infrastructure [6][8]. Market Reaction - Following the announcement, Nokia's stock surged over 26%, while Nvidia's shares increased by more than 5%, reaching a market capitalization of $4.92 trillion [8]. Product Development - Nvidia's CEO highlighted the launch of the Arc Aerial RAN Computer, which will be utilized in upgrading millions of base stations globally with AI technology [7][8]. - The partnership with Nokia and T-Mobile U.S. aims to test AI-RAN technology, with trials set to commence in 2026 [7][8]. Financial Projections - Nvidia's Blackwell and Rubin chip architectures are projected to generate over $500 billion in revenue from 20 million GPUs, significantly surpassing the revenue from previous architectures [10][12]. Quantum Computing and AI - Nvidia introduced NVQLink to support quantum computing, allowing for hybrid simulations between quantum processing units (QPU) and GPUs, with 17 quantum computing companies already on board [12][13]. - The company is addressing the increasing computational demands driven by AI, emphasizing the need for a new architecture that integrates AI capabilities across various platforms [14]. Future Outlook - Nvidia is focusing on reducing AI computing costs through collaborative design, which is essential for maintaining a sustainable growth cycle in the AI industry [14]. - The company is also advancing its autonomous driving platform, DRIVE Hyperion, in partnership with Uber, aiming to connect vehicles to a global network [14].

Core Insights - Nvidia announced a partnership with Nokia, marking a significant investment of $1 billion to enter the telecommunications sector and launch a new product line [2][4] - The collaboration aims to leverage AI and accelerated computing to transform the telecom industry, particularly in the development of 5G and 6G technologies [2][4][5] Investment Details - Nvidia will acquire 166,389,351 new shares of Nokia at a subscription price of $6.01 per share, resulting in a 2.9% ownership stake in Nokia [4] - The investment is expected to accelerate AI-RAN innovation and facilitate the transition from 5G to 6G networks [4][6] Product Launch - Alongside the investment, Nvidia introduced the Arc Aerial RAN Computer, designed to support 6G technology [4][5] - Nokia plans to integrate Nvidia's technology into its existing base station architecture, enhancing efficiency through AI [5] Market Reaction - Following the announcement, Nokia's stock surged over 26%, while Nvidia's shares increased by more than 5%, reaching a market cap of $4.92 trillion [7] Broader Investment Strategy - Nvidia has been actively investing in various sectors, including a $5 billion stake in Intel and a potential $100 billion investment in OpenAI, indicating a strategy to strengthen partnerships and expand product offerings [7] Future Developments - Nvidia and Nokia, along with T-Mobile U.S., will collaborate on testing AI-RAN technology, with trials set to begin in 2026 [6] - Nvidia's CEO highlighted the importance of integrating AI into telecommunications to enhance cloud computing capabilities at the edge [6] Revenue Projections - Nvidia's Blackwell and Rubin chip architectures are projected to generate over $500 billion in revenue from 20 million GPUs by 2026, significantly outpacing previous architectures [8] Quantum Computing Initiatives - Nvidia introduced NVQLink to support quantum computing, allowing for hybrid simulations between quantum and GPU supercomputers, with 17 quantum computing companies already on board [10][11]

Core Insights - Nvidia and Nokia are accelerating the development and deployment of next-generation AI-native mobile networks and AI network infrastructure through a strategic partnership [1][3] - Nvidia's recent $1 billion investment in Nokia marks a significant entry into the telecommunications sector, alongside the launch of a new product line, Arc Aerial RAN Computer, aimed at supporting 6G [3][4] - The collaboration will enhance AI-RAN (Radio Access Network) innovation and facilitate the transition from 5G to 6G, with plans for testing AI-RAN technology in partnership with T-Mobile U.S. starting in 2026 [4][3] Investment Details - Nvidia will acquire 166,389,351 new shares of Nokia at a subscription price of $6.01 per share, resulting in a 2.9% ownership stake in Nokia [3] - This investment is part of a broader trend where Nvidia is making substantial investments to foster partnerships and expand its product offerings, including a recent $5 billion stake in Intel and a potential $100 billion investment in OpenAI [5] Market Impact - Following the announcement of the investment and partnership, Nokia's stock surged over 26%, while Nvidia's stock rose more than 5%, with Nvidia's share price exceeding $202, reaching a market capitalization of $4.92 trillion, a historic high [4] Product Development - Nvidia's Arc Aerial RAN Computer is designed to upgrade millions of existing base stations using AI and 6G technology, compatible with Nokia's current AirScale architecture [4] - Nvidia's CEO highlighted the importance of integrating AI into wireless communication to enhance efficiency and performance [4] Future Projections - Nvidia's Blackwell and Rubin chip architectures are projected to generate over $500 billion in revenue from 20 million GPUs, significantly outpacing previous architectures [7] - The shift towards accelerated computing platforms is expected to continue, driven by increasing capital expenditures from cloud service providers [9] Quantum Computing Initiatives - Nvidia introduced NVQLink, a technology that supports quantum computing integration with GPU supercomputers, indicating a strategic move into the quantum computing space [9]