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3.01萬億美元!英偉達市值一舉超越蘋果,成為第一隻是時間問題?

見證歷史!全球市值最大的兩家公司變成了微軟和英偉達。

一覺醒來變天了

隔夜,AI芯片巨頭英偉達大升5.16%,報1224.4美元,股價再創新高。

英偉達目前的市值已經突破了3萬億美元,一夜暴升1500億美元,達到3.01萬億美元,一舉超越蘋果的3萬億成為全球市值第二大的公司,距離微軟3.15萬億市值僅一步之遙。

今年以來,由於AI芯片需求持續火熱,英偉達的股價年內已上升約147%,市值增加了約1.8萬億美元。

英偉達上次市值超蘋果還是在2002年,也就是第一款iPhone發佈的五年前。彼時,兩家公司的市值均不到100億美元,如今都成為了3萬億美元的公司。不得不説,科技造富的力量不容小覷。

英偉達市值超越標誌着硅谷已經發生了轉變,未來AI、計算將成為全球科技最重要的領域。要知道,自2007年推出iPhone以來,蘋果就一直佔據主導地位。

另據彭博億萬富翁指數,隔夜的大升使公司CEO黃仁勛的財富增加了50多億美元,達到1074億美元。

成為第一隻是時間問題

此前,黃仁勛曾表示,生成式AI的興起是一場新的工業革命,隨着該技術轉向個人電腦,英偉達預計將發揮重要作用。 

CFRA Research高級股票分析師Angelo Zino認為:“這一鉅變才剛剛開始。” Zino認為,GPU/CPU/網絡方面的更大勢頭將推動英偉達股價上升至普遍預期

儘管英偉達目前的市值仍落後於微軟,但兩者之間的差距並不大,隨着股價飆升,華爾街認為英偉達超越微軟只是時間問題。 

Longbow Asset Management首席執行官Jake Dollarhide表示:“英偉達目前正在通過人工智能賺錢,而蘋果和 Meta等公司也在人工智能方面投入資金,英偉達超越微軟可能已成定局,大量散户資金正在湧入。”

在媒體追蹤的72位關注英偉達股票的分析師中,65位將其評為“買入”,沒有人將其評為“賣出”,就連一直不看好英偉達的分析師也將其稱為“一家擁有非凡產品的優秀公司”。

日前,美國銀行分析師將英偉達的目標價上調至1500美元,為華爾街目標價的高點。美銀認為,英偉達的增長前景證明其溢價是合理的。

此外,週五盤後,英偉達的拆股將生效,截至週四持有該股的投資者每股可獲贈9股額外股份,股價將相應調整為原來的1/10。

同時,英偉達還在不斷推出新產品,此前宣佈產品一年一升級,微軟、亞馬遜、Meta、xAI等仍在重金投入數據中心。

未來,英偉達業績和基本面依然強勁,股價繼續上升依然可期。

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