10月29日美股开盘，英伟达股价上涨3.46%，至207.98美元，市值更是一举突破5万亿美元，成为全球首家市值超过5万亿美元的公司。从 4万亿美元市值增至5万亿美元市值，英伟达用时不到4个月。 10月28日，英伟达在华盛顿举行的GTC大会上宣布了一系列重磅产品更新、战略合作与投资计划，推动周二股价大涨4.98%，报收于 201.03美元。该公司股价年内已累计上涨超过50%，较4月低点翻倍。 01.英伟达的市值跃升之路：从1万亿到5万亿，用时两年半 英伟达过去5年的股价走势 英伟达市值达到1万亿、2万亿、3万亿、4万亿美元的时间分别如下： ·1万亿美元：2023年5月30日，英伟达股价开盘涨逾4%，总市值突破1万亿美元大关，成为美股有史以来首家万亿美元市值的芯片公司。 ·2万亿美元：2024年2月23日，英伟达开盘涨近3%，股价站上800美元关口，市值突破2万亿美元。 ·3万亿美元：2024年6月5日，英伟达股价当日收盘大涨超5%，报收于1224美元，市值突破3万亿美元。2024年6月18日美股收盘，英伟达 市值飙升至超过3.4万亿美元，首次成为全球市值最高的公司。 ·4万亿美元：2025年7月9日，英伟达股 ...

Market Overview - Major indices saw collective gains, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rising by 0.7%, 1.95%, and 2.93% respectively, marking new highs for the year [4] - Despite the overall positive performance, the market exhibited mixed results with half of the stocks rising and half declining [4] Sector Performance - The Hainan Free Trade Zone sector experienced significant gains, with stocks like Hainan Development and Haide Shares hitting the daily limit [3] - The PCB and copper foil sectors also surged, with companies such as Honghe Technology and Tongguan Copper Foil reaching the daily limit [3] - The photovoltaic and energy storage sectors rebounded, with notable stocks like Canadian Solar and Trina Solar hitting the daily limit [3] - The non-ferrous aluminum sector saw substantial increases, with companies like Zhongfu Industrial and Nanshan Aluminum reaching the daily limit [3] - The Beijing Stock Exchange (BSE) saw a strong performance in the afternoon, with multiple stocks hitting the daily limit and the BSE 50 index closing up by 8.41% [6][7] North Exchange Developments - The China Securities Regulatory Commission reported a 40% increase in qualified investors on the BSE since early 2024 [6] - Plans to maintain regular issuance and listing on the BSE were reiterated, along with efforts to optimize listing standards and enhance merger and acquisition regulations [6] - The introduction of the BSE 50 ETF is anticipated to benefit constituent stocks, although their individual performances have been modest [7] Nvidia and Related Stocks - Nvidia's stock surged nearly 5% following announcements at the GTC conference regarding advancements in 6G, AI, quantum computing, and robotics [10] - The company plans to ship 20 million Blackwell chips, a significant increase compared to the previous generation [10] - Related A-share stocks in sectors like PCB and copper foil also saw substantial gains, reflecting the positive sentiment from Nvidia's announcements [10] Quantum Technology Sector - The quantum technology sector experienced a notable increase, with stocks like Shenzhou Information and Tianrongxin hitting the daily limit [16] - The sector's strong performance is attributed to its prominence in the national 14th Five-Year Plan and recent discussions on quantum computing at Nvidia's conference [16]

每经编辑：吴永久 在板块机会方面，有参赛高手看好券商、液冷、M9级覆铜板上游的树脂、人形机器人等板块。 在10月20日，在每日经济新闻App私人订制的火线快评提到了券商板块，其中东兴证券、东吴证券在近 期股价持续上扬。 10月29日，A股多个板块表现出色，有色金属、券商板块涨幅居前。英伟达Rubin芯片在GTC大会上首 秀，这刺激了液冷、铜箔、固态变压器、量子科技等走强。此外，稀有矿产钨、锑板块也大涨。 每期比赛的税前现金奖励为：第1名奖励688元，第2~4名奖励188元/人，第5~10名奖励88元/人，其余正 收益选手均分500元正收益奖。月度积分王的税前现金奖励为：第1名奖励888元，第2~4名奖励288元/ 人，第5~10名奖励188元/人，第11~30名奖励68元/人，第31~100名奖励18元/人。 为方便选手了解有价值的信息，与高手交流市场热点和投资技巧。报名掘金大赛后，就能申请加入掘金 大赛交流群，加群方法是：点击微信主页右上角"+"号，选择"添加朋友"，然后点击"企业微信联系 人"，输入手机号13882019385，添加企业微信火山君。 对于大盘方面，有参赛高手认为，上证指数已经突破3950点 ...

Core Insights - NVIDIA's CEO Jensen Huang emphasized the importance of accelerated computing and GPU technology as core drivers of technological advancement, especially as Moore's Law becomes less effective [2][6] - The company announced significant partnerships and investments, including a $1 billion investment in Nokia to develop AI-native 6G networks [3][20] - NVIDIA is transitioning from a chip manufacturer to a full-stack AI infrastructure provider, showcasing its next-generation Vera Rubin super GPU and various collaborations across industries [5][6][42] Group 1: AI and 6G Collaboration - NVIDIA and Nokia are collaborating to launch the Aerial RAN Computer (ARC) to facilitate the transition to 6G networks, integrating AI capabilities into their offerings [20][21] - The AI-RAN market is projected to exceed $200 billion by 2030, highlighting the growth potential of this collaboration [21] - T-Mobile will also partner with Nokia and NVIDIA to test and develop AI-RAN technology, focusing on performance and efficiency improvements [22] Group 2: Quantum Computing and Supercomputing - NVIDIA introduced NVQLink technology, which connects quantum processors with GPU supercomputers, aiming to enhance quantum computing capabilities [4][23] - The company is collaborating with the U.S. Department of Energy to build the largest AI supercomputer, equipped with 100,000 NVIDIA Blackwell GPUs, to support advanced scientific research [28] - NVIDIA's Vera Rubin supercomputer architecture boasts significant performance improvements, achieving up to 3.6 Exaflops in inference performance [10][11] Group 3: AI in Various Industries - NVIDIA's BlueField-4 processor is designed to support AI factory operations, enhancing data processing capabilities for AI infrastructure [30][31] - The company is partnering with CrowdStrike to develop AI-driven cybersecurity solutions, integrating NVIDIA's computing power with CrowdStrike's Falcon platform [32][35] - NVIDIA and Palantir are working together to optimize supply chain processes using AI, with Lowe's as one of the first adopters of this integrated technology [42][43] Group 4: Autonomous Vehicles - NVIDIA announced a partnership with Uber to deploy a fleet of 100,000 Robotaxi vehicles by 2027, utilizing NVIDIA's DRIVE AGX Hyperion platform [36][38] - The DRIVE AGX Hyperion platform enables manufacturers to develop vehicles equipped for Level 4 autonomous driving, marking a significant step in the evolution of transportation [40] - Stellantis and other automotive manufacturers are collaborating with NVIDIA to enhance their autonomous vehicle capabilities [41] Group 5: Pharmaceutical Advancements - Eli Lilly is building a supercomputer powered by over 1,000 Blackwell Ultra GPUs to accelerate drug discovery and development processes [44][45] - The collaboration aims to leverage AI models to significantly reduce the time required for drug development, with potential benefits expected by 2030 [46] - The partnership will utilize federated learning to allow biotech companies to access AI models without sharing sensitive data directly [46]

Core Insights - Huang Renxun's keynote at the GTC conference highlighted significant advancements in AI and technology, marking the beginning of "Computing Revolution 2.0" for NVIDIA, which saw its market value approach $5 trillion after a 5% increase in stock price [2][3][12]. Group 1: Strategic Partnerships and Collaborations - NVIDIA announced a $1 billion equity investment in collaboration with Nokia to develop a 6G AI platform, alongside partnerships with T-Mobile and Cisco for the first 6G AI-native wireless stack in the U.S. [5][6]. - The company is working with the U.S. Department of Energy to build seven supercomputers, including the largest AI supercomputer for the department, equipped with 100,000 NVIDIA Blackwell GPUs [9][10]. Group 2: Technological Innovations - NVIDIA introduced NVQLink technology to connect quantum processors with GPU supercomputers, gaining support from 17 quantum processor manufacturers and 5 controller manufacturers [7][8]. - The company unveiled the BlueField-4 data processing chip and the industrial-grade edge AI platform IGX Thor, significantly enhancing processing capabilities [11]. Group 3: AI Market Outlook - Huang Renxun refuted claims of an AI bubble, asserting that the demand for NVIDIA GPUs remains strong, with 6 million Blackwell architecture GPUs shipped in the past four quarters [12][14]. - The anticipated sales for Blackwell and the upcoming Rubin chip are projected to reach $500 billion [15]. Group 4: Future Developments - NVIDIA's roadmap includes the production of the fastest AI chip, Blackwell, in Arizona, marking a significant milestone in U.S. manufacturing [18][19]. - The next-generation Vera Rubin super GPU has completed lab testing and is expected to enter mass production soon, designed for both AI and scientific tasks [20].

美东时间28日周二，英伟达CEO黄仁勋在华盛顿举行的今年第二次GTC大会上发表主体演讲，重点涵盖 6G、AI、量子计算和机器人领域的技术突破。黄仁勋在演讲中强调，随着摩尔定律失效，加速计算和 GPU技术成为推动技术进步的核心动力。 Vera Rubin芯片已完成实验室测试，预计明年此时或更早量产；预计出货2000万块Blackwell芯片，Blackwell和Rubin芯 片合计销售额5000亿美元；英伟达将与诺基亚推出Aerial RAN Computer助力6G网络转型；英伟达NVQLink技术连接量 子计算与GPU系统，已获17家量子处理器制造商支持；英伟达联手甲骨文打造配备10万块Blackwell GPU的美能源部最 大AI超算；英伟达支持AI工厂操作系统的处理器BlueField-4预计明年推出早期版本，作为Vera Rubin的部分；英伟达与 CrowdStrike、Palantir、礼来分别合作；英伟达自动驾驶开发平台DRIVE AGX Hyperion 10助Uber2027年起部署 Robotaxi车队，首批提供这些车的制造商包括Stellantis。 硬·AI 作者 | 李 丹 编辑 | ...

Core Insights - Nvidia's CEO Jensen Huang emphasized the importance of accelerated computing and GPU technology as key drivers of technological advancement, especially in the context of the failure of Moore's Law [1][3] - Nvidia announced a strategic partnership with Nokia to invest $1 billion in Nokia shares to advance AI-native 6G network platforms [1][10] - The company introduced NVQLink technology, which integrates AI supercomputing with quantum computing, gaining support from 17 quantum computing companies [1][14] - Nvidia's collaboration with Uber and Stellantis aims to deploy 100,000 Robotaxi vehicles based on Nvidia technology starting in 2027 [1][28] Group 1: AI and Quantum Computing - Nvidia's NVQLink technology connects quantum processors with GPU supercomputers, enhancing quantum computing capabilities and error correction [14][16] - The company is collaborating with the U.S. Department of Energy to build the largest AI supercomputer, named Solstice, equipped with 100,000 Blackwell GPUs [18][19] - Nvidia's next-generation Vera Rubin super GPU, capable of 100 Petaflops, is expected to enter mass production next year [2][4] Group 2: Strategic Partnerships - Nvidia partnered with Palantir to integrate GPU computing capabilities into enterprise data platforms, accelerating AI commercialization in complex industries [2][32] - The collaboration with Eli Lilly aims to build a supercomputer powered by over 1,000 Blackwell Ultra GPUs for drug discovery and development [35][36] - T-Mobile will work with Nokia and Nvidia to test and develop AI-RAN technology for 6G networks, with trials expected to start in 2026 [13] Group 3: Product Innovations - The BlueField-4 processor, designed for AI factory operations, supports 800 Gb/s throughput and is expected to triple the scale of AI factories compared to its predecessor [20][21] - Nvidia's DRIVE AGX Hyperion 10 platform will enable the development of L4-level autonomous vehicles, with Uber planning to expand its Robotaxi fleet significantly [26][30] - The upcoming Rubin Ultra platform will achieve 15 Exaflops of FP4 inference performance, significantly enhancing AI processing capabilities [8][9]