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]

白交 发自 凹非寺 量子位 | 公众号 QbitAI 老黄好消息不断—— 现在，英伟达创造历史！ 市值突破四万亿美元 ，也是首家市值达到这一水平的公司。 要知道，2023年，英伟达的市值才首次破1万亿美元。AI火爆的这两年， 该数字翻了四倍 —— 2024年2月达到2万亿美元，四个月后达到3万亿美元，如今在2025年这一数字变到了4万亿。 看看它过去五年的股价走向，就知道什么直线飞升的感觉~ 再结合这段时间紧锣密鼓地收购人才，现在啊，老黄有钱又有人（才）。 另外有消息称，老黄要来北京了，据说是为他们的新AI芯片预热。这款芯片也是专门为中国而设计的。 英伟达四万亿市值创造历史 当地时间7月9日，英伟达股价一度上涨2.8%，达到164.42美元的高点，估值正式达到了四万亿。不过最终收盘稍微回落，上涨1.8%，估值 达到3.97万亿美元。 即便如此，这一数字也早已超过苹果在去年12月创下的3.915万亿美元历史纪录。 同期他最大客户之一的微软市值3.74万亿美元、苹果3.12万亿美元。这俩也是唯二突破三万亿美元大关的公司。 过去一个月，英伟达的股价上涨了15%以上，自今年年初以来上涨了22%，这样看来势头还是十分强 ...