当天下午，英伟达罕见地在北京组织了大范围的媒体见面会。中文与唐装之外，"市场""供应链"成为这 场问答的关键词。 这几天，美国科技公司英伟达的创始人黄仁勋，成了中文互联网上的红人。 在7月16日举行的第三届链博会开幕式现场，黄仁勋没有穿他那件标志性的皮衣，而是身着唐装，他还 在现场第一次用中文演讲并坦言"很紧张"。 在此次黄仁勋的中文与唐装走红之前，他已多次表达对中国市场与供应链的重视，以及希望与中国持续 合作的态度。 事实上，这已是他一年内的第三次来华。 三个月前，4月17日，中国贸促会会长任鸿斌在北京与英伟达公司首席执行官黄仁勋举行会谈。黄仁勋 在会谈中表示，中国是英伟达非常重要的市场，希望继续与中国合作。 更早的一次在今年1月。当时，黄仁勋先后现身深圳、北京和上海等地，出席公司年会及相关活动。1月 19日晚，英伟达在北京举办答谢迎春会，黄仁勋发表致辞。谈到英伟达在中国的发展，他表示，英伟达 在中国已经有25年的历史，通过Geforce显卡，公司比很多科技企业都要更早进入中国。 在7月16日的第三届链博会开幕式致辞中，黄仁勋不仅对中国知名科技企业如数家珍，还频频点赞中 国。 他说，中国的供应链可以说是一个 ...

Core Insights - Nvidia's stock price has dramatically increased from around $50 in 2019 to a market capitalization of approximately $4 trillion by June 2025, making it the first company to reach this milestone [3][5][10] - The surge in Nvidia's value is attributed to its dominance in the AI training market, with over 80% of global AI servers utilizing Nvidia chips [6][12] - Nvidia's historical trajectory shows a consistent focus on GPU technology, evolving from gaming graphics to general computing and AI applications, which has positioned the company as a critical player in the AI industry [10][12] Financial Performance - In May 2023, Nvidia reported a revenue increase of 84% year-over-year, with profits soaring over five times, driven by the demand for computational power in AI applications [5][12] - The company's price-to-earnings ratio reached nearly 70 in 2024, significantly above its historical average, indicating high market expectations for future growth [12] Market Position - Nvidia's A100, H100, and upcoming B100 GPUs have effectively monopolized the AI training market, creating a scenario where companies must rely on Nvidia's products to remain competitive [6][8] - Major tech firms like Microsoft and Amazon have begun negotiating with Nvidia for GPU access, highlighting the critical nature of Nvidia's technology in maintaining their AI capabilities [8][12] Industry Trends - The AI industry is still in its early stages, with major clients like OpenAI and Meta developing their own AI chips to reduce dependency on Nvidia, which could impact Nvidia's future market share [12] - The narrative surrounding Nvidia's growth reflects broader trends in wealth distribution, where early adopters and informed investors have reaped significant rewards, while latecomers often miss out [17]

Group 1 - Nvidia has become the world's first company to surpass a market value of $4 trillion as of July 9, 2023 [1] - Nvidia's market value significantly exceeds that of Apple and Microsoft, which has a market value of $3.7 trillion [2] - The market value of Nvidia also surpasses the total stock market capitalization of most countries, including the UK, France, and Germany [3] Group 2 - Since April, Nvidia's stock price has nearly doubled within a hundred days [4] - Jensen Huang's net worth was approximately $139 billion in early July 2025, placing him among the top ten billionaires globally [5] - The market is more interested in Huang's ability to change the world than just his wealth [6] Group 3 - Nvidia faced significant challenges in its early years, including a near bankruptcy situation [12][13] - The company experienced a major turnaround in 2012 when its GPUs were used in a significant AI competition, leading to increased recognition [17][18] - Nvidia's revenue for the fiscal year 2025 reached $130.5 billion, a 114% year-over-year increase, with a net profit of $72.88 billion, up 145% [24] Group 4 - Huang is known for his demanding leadership style, believing that "success is earned through hardship" [21] - Nvidia has a much higher employee productivity compared to Microsoft, with each Nvidia employee generating $130 million in market value [21] - Huang's work ethic is intense, as he dedicates his entire week to work-related tasks and discussions [22] Group 5 - Huang's political acumen and networking with global leaders have contributed to Nvidia's success [26] - Huang balances his intense work life with personal considerations, such as adjusting his schedule for his pet [28] - Nvidia's chips are playing a significant role in the ongoing AI revolution, which is accelerating [29]

世界终究是属于年轻人的。 作者 I 吴琼 报道 I 投资界PEdaily "坐在黄仁勋旁边的年轻人是谁？" 过去一周，黄仁勋身着标志性皮衣，现身中国多地与员工共庆新春。其中在北京年会上， 一群年轻面孔引起创投圈的注意—— 现场，宇树科技CEO王兴兴、银河通用创始人兼CTO王鹤、深涌智能Eme rgi n g AI创始 人黄可铖等创业者皆到场。他们，算是当下国内最火的90后创业者。 浮沉二十多年，黄仁勋走到全球科技权势中心。而坐在他身边的这群年轻人，正开启一个 新故事。 黄仁勋现身 黄仁勋透露，目前英伟达在中国已有近40 0 0名员工，在北京、上海和深圳都设有办公 室。他还提到，英伟达在科技公司中的人员流失率是极低的，在中国同样如此，"英伟达 全球员工流失率大约是2%，中国的这一数字更低，仅有0 . 9%。" 名场面则是现场聚集了一群眼下最火的90后明星创业者。宇树科技CEO王兴兴在个人社 交平台晒与黄仁勋合影，并表示："新的一年，全新开始，加油"；银河通用创始人兼 CTO王鹤，也在晚宴中坐在黄仁勋身边。 身边坐着一群年轻人 依旧是标志性的绿色背景板和黑色皮衣。 从上周开始，黄仁勋开启英伟达中国年会之行。在深圳 ...