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AI龙头归来！股东会当日，英伟达创出新高

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08:24","market":"sh","language":"zh","title":"AI龙头归来！股东会当日，英伟达创出新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2546227401","media":"华尔街见闻","summary":"黄仁勋在股东会上乐观表态，称AI和机器人技术带来“数万亿美元机会”，英伟达正处于为期十年的AI基础设施建设浪潮的起点。周三，英伟达股价大涨4.3%至154.31美元，再创历史新高；自4月低点来，英伟达市值已累计上涨1.42万亿美元，完全收复失地。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价创历史新高，重夺全球市值第一宝座。</p><p>周三，<strong>英伟达股价大涨4.3%至154.31美元，再创历史新高，市值达到3.77万亿美元，超越<a href=\"https://laohu8.com/S/MSFT\">微软</a>成为全球市值最大的公司。</strong>这标志着这家芯片巨头从年初的重挫中完全复苏，抹去了此前1.4万亿美元的市值损失。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/09f2145e2822de47274bd259f9c7c7fc\" tg-width=\"1024\" tg-height=\"524\"/></p><p>这一涨势得益于黄仁勋在英伟达年度股东大会上的乐观表态。</p><p>会上，黄仁勋强调<strong>AI和机器人技术带来“数万亿美元机会”，并指出全球对“主权AI”的需求正在增长，英伟达正处于为期十年的AI基础设施建设浪潮的起点。</strong></p><p>此外，市场对科技巨头可能削减AI基础设施支出的担忧也已明显缓解。在最新发布的财报中，这些公司重申了对AI投资的承诺，支撑了英伟达的增长前景，同时也为投资者注入了信心。</p><h2 id=\"id_58414895\">AI需求驱动股价反弹</h2><p>英伟达的股价回升反映了市场对AI需求持续增长的认可。</p><p>黄仁勋在股东大会上透露，<strong>仅微软在近一个季度处理AI模型的请求量就比去年同期增加了五倍以上。</strong>此外，英伟达支持的<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>等“neocloud（云端新秀）”AI公司股价自3月纳斯达克上市以来已上涨超300%，显示出AI长期增长前景的吸引力。</p><p>与此同时，作为英伟达的关键存储供应商，美光科技周三公布的季度收入达到创纪录的93亿美元，超出华尔街预期的89亿美元，并对AI需求增长给出积极预测——这进一步佐证了AI硬件市场的强劲势头。</p><h2 id=\"id_6613882\">从低谷到巅峰，市值恢复1.42万亿美元</h2><p>英伟达今年经历了戏剧性的股价波动。</p><p>今年年初，由于“DeepSeek冲击”引发市场对英伟达主导地位的担忧，<strong>英伟达4月股价暴跌至94.21美元的低点，较年初下跌37%，市值蒸发近6000亿美元。</strong></p><p>从4月低点反弹至周三收盘，英伟达市值已累计上涨约1.42万亿美元，完全收复失地并创出新高。该股连续三个交易日上涨，超越了1月份149.43美元的前期纪录。</p><h2 id=\"id_72430094\">华尔街看好英伟达增长前景</h2><p>多重积极因素推动了英伟达股价的强劲反弹。</p><p>研究公司Futurum Group首席执行官Daniel Newman表示，<strong>英伟达的反弹源于其惊人的技术优势</strong>：</p><blockquote><p>“尽管<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和微软等云服务商有意构建自己的垂直整合AI基础设施，但目前最佳技术堆栈仍然是英伟达。”</p></blockquote><p><a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>分析师将英伟达目标价上调至200美元，预计公司市值可能达到4.9万亿美元，较当前股价还有38%的上涨空间。</p><p>该行分析师指出，<strong>Blackwell平台的上线和供应链的积极反馈显示出AI硬件需求的强劲，</strong>特别是agentic AI（自主完成任务的AI软件）的应用增长。</p><p>伯恩斯坦研究团队也表示，<strong>包括英伟达在内的大型芯片股将受益于科技公司对AI需求的巨额资本支出以及主权AI的发展。</strong></p><p>英伟达还在会上承诺每年推出一款AI芯片，并计划在Blackwell系统之后推出Vera Rubin芯片。近期，英伟达与沙特阿拉伯和阿联酋等国签署了主权基础设施协议，显示其全球布局的野心。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI龙头归来！股东会当日，英伟达创出新高</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","2NVD.UK":"2X NVIDIA ETP","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","3NVD.UK":"LS 3X NVIDIA","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","NVDS":"Tradr 1.5X Short NVDA Daily ETF","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc 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ACC"},"source_url":"https://wallstreetcn.com/articles/3749852","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2546227401","content_text":"英伟达股价创历史新高，重夺全球市值第一宝座。周三，英伟达股价大涨4.3%至154.31美元，再创历史新高，市值达到3.77万亿美元，超越微软成为全球市值最大的公司。这标志着这家芯片巨头从年初的重挫中完全复苏，抹去了此前1.4万亿美元的市值损失。这一涨势得益于黄仁勋在英伟达年度股东大会上的乐观表态。会上，黄仁勋强调AI和机器人技术带来“数万亿美元机会”，并指出全球对“主权AI”的需求正在增长，英伟达正处于为期十年的AI基础设施建设浪潮的起点。此外，市场对科技巨头可能削减AI基础设施支出的担忧也已明显缓解。在最新发布的财报中，这些公司重申了对AI投资的承诺，支撑了英伟达的增长前景，同时也为投资者注入了信心。AI需求驱动股价反弹英伟达的股价回升反映了市场对AI需求持续增长的认可。黄仁勋在股东大会上透露，仅微软在近一个季度处理AI模型的请求量就比去年同期增加了五倍以上。此外，英伟达支持的CoreWeave等“neocloud（云端新秀）”AI公司股价自3月纳斯达克上市以来已上涨超300%，显示出AI长期增长前景的吸引力。与此同时，作为英伟达的关键存储供应商，美光科技周三公布的季度收入达到创纪录的93亿美元，超出华尔街预期的89亿美元，并对AI需求增长给出积极预测——这进一步佐证了AI硬件市场的强劲势头。从低谷到巅峰，市值恢复1.42万亿美元英伟达今年经历了戏剧性的股价波动。今年年初，由于“DeepSeek冲击”引发市场对英伟达主导地位的担忧，英伟达4月股价暴跌至94.21美元的低点，较年初下跌37%，市值蒸发近6000亿美元。从4月低点反弹至周三收盘，英伟达市值已累计上涨约1.42万亿美元，完全收复失地并创出新高。该股连续三个交易日上涨，超越了1月份149.43美元的前期纪录。华尔街看好英伟达增长前景多重积极因素推动了英伟达股价的强劲反弹。研究公司Futurum Group首席执行官Daniel Newman表示，英伟达的反弹源于其惊人的技术优势：“尽管亚马逊和微软等云服务商有意构建自己的垂直整合AI基础设施，但目前最佳技术堆栈仍然是英伟达。”巴克莱银行分析师将英伟达目标价上调至200美元，预计公司市值可能达到4.9万亿美元，较当前股价还有38%的上涨空间。该行分析师指出，Blackwell平台的上线和供应链的积极反馈显示出AI硬件需求的强劲，特别是agentic AI（自主完成任务的AI软件）的应用增长。伯恩斯坦研究团队也表示，包括英伟达在内的大型芯片股将受益于科技公司对AI需求的巨额资本支出以及主权AI的发展。英伟达还在会上承诺每年推出一款AI芯片，并计划在Blackwell系统之后推出Vera Rubin芯片。近期，英伟达与沙特阿拉伯和阿联酋等国签署了主权基础设施协议，显示其全球布局的野心。","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1,"NVDD":0.6,"NVDL":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":705,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":11,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/450045288984904"}