新王誕生！英偉達市值超微軟，未來還將奔向5萬億？
全球市值第一的公司又換了，英偉達的市值在繼超蘋果後又超微軟。
隔夜美股收盤，英偉達股價上升3.51%，報135.58美元再刷歷史新高，總市值達3.335萬億美元，一舉超過了微軟和蘋果，成為全球市值最大的上市公司。
本月早些時候，英偉達的市值自2002年以來首次超過了蘋果。上週，蘋果也曾短暫超越微軟，躍居榜首。
這一變化再次吿訴市場投資者，AI是當下及未來最重要的技術趨勢，資本市場已經是得AI者得天下。
英偉達被視為AI技術的最大和最早受益者，憑藉其備受追捧的芯片佔據了市場主導地位。對其H100的需求正在飆升，英偉達去年的銷售額增長了125%以上。
微軟也被視為人工智能的早期贏家，因為它投資了OpenAI，並與OpenAI合作創建了ChatGPT。
本週，蘋果也終於公佈了AI的計劃後，公司的股價出現反彈。
英偉達飆升的股價使聯合創始人兼首席執行官黃仁勛的財富急劇增加。
自今年年初以來，他的淨資產增加了近750億美元，達到1190億美元，在彭博億萬富翁指數中排名第12位。
分析師看到5萬億
目前，分析師依然非常看好科技股的未來。
在一份報吿中，Wedbush Securities的分析師Daniel Ives寫道：“明年科技行業爭奪4萬億美元市值的競爭將在英偉達、蘋果和微軟之間展開。”
Daniel Ives認為，隨着第四次工業革命的順利進行，越來越多的企業和消費者迅速走上AI技術道路，英偉達的GPU芯片本質上是科技領域的新黃金或石油。
更為重要的是，投資者和黃仁勛都認為，英偉達不僅僅是一家芯片製造商。
Baron Capital的副總裁兼投資組合經理Michael Lippert指出：“他們不只是賣芯片，他們還賣系統。”他指的是英偉達的專有軟件和開發生態系統。
週二，Rosenblatt Securities的分析師Hans Mosesmann也表示，英偉達將延續升勢，在未來一年其市值可高達近5萬億美元。
Hans Mosesmann還將英偉達的目標價從140美元大幅上調至200美元，較週二收盤相當於還有近47.5%的升幅空間，成為華爾街目前的最高價。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
