以下文章来源于科创板日报 ，作者牛占林 科创板日报 . 科创圈都在关注的新型主流媒体，上海报业集团主管主办，界面财联社出品。 当地时间周三，英伟达首席执行官黄仁勋表示，除了人工智能(AI)之外，机器人技术将是这家 芯片制造商最具发展潜力的市场，而自动驾驶汽车将是该技术的第一个主要商业应用。 在英伟达年度股东大会上，黄仁勋提到： "我们公司在各个领域都有很多增长机会，而其中人 工智能和机器人技术是最大的两个，代表着数万亿美元级别的增长机会。" Loop Capital表示，过去几年推升英伟达股价的人工智能趋势未见减弱迹象，而且可能会推动 这家芯片制造商的市值超越其他公司，最终达到6万亿美元，这一估值比该公司目前的3.6万亿 美元高出65%以上。 一年多前，英伟达改变了其业务部门发布业绩的方式，将汽车和机器人部门合并为同一项。今 年5月份，英伟达表示该业务部门的季度销售额为5.67亿美元，约占公司总收入的1%。一季 度汽车和机器人业务同比增长了72%，基本符合预期。 在全球人工智能热潮背景下，市场对英伟达AI芯片的需求不断增长，其营收也一直在飙升。 分析师表示，英伟达总销售额已从2023财年的约270亿美元飙升至 ...

Market Overview - US stock indices experienced volatility, with the Dow Jones down 0.25%, Nasdaq up 0.31%, and S&P 500 flat [1] - The VIX index decreased by 4.12% to 16.76, indicating reduced market fear [1] - The US dollar index fell by 0.28% to 97.7, while the yield on the 10-year Treasury bond dropped by 0.116% to 4.292% [1] - Spot gold increased by 0.27% to $3332.02 per ounce, and Brent crude oil fell by 0.61% to $66.4 [1] Industry & Stocks - In sector performance, semiconductor, technology, and healthcare sectors rose by 0.9%, 0.85%, and 0.09% respectively, while other sectors including real estate and consumer staples saw declines [2] - Chinese concept stocks showed mixed results, with TSMC up 1.2% and Alibaba down 2.1% [2] - Major tech stocks mostly rose, with Nvidia increasing by 4.33% to become the world's most valuable company [3] - Nvidia's CEO highlighted robotics as a significant growth opportunity, alongside AI, with potential applications in autonomous vehicles [6][8] Company Highlights - QuantumScape announced significant advancements in manufacturing processes for solid-state batteries, improving production speed by approximately 25 times [4] - AeroVironment reported Q4 earnings of $1.61 per share, exceeding expectations, with revenue reaching a record $275.1 million [5] - Nvidia's quarterly sales in the automotive and robotics sector grew by 72% year-over-year, contributing to overall revenue growth [6][8] - Goldman Sachs advised caution regarding Tesla's Robotaxi service, citing operational challenges and a significant drop in EU sales by 40.5% in May [9][14]