原文发表于美国时间2024-5-31
发生了什么事情？
英伟达接近超过苹果，从而成为全球第二大市值公司，这得益于英伟达在推动人工智能技术发展方面发挥的核心作用。
这意味着什么？
英伟达的公司市值已飙升至2.72万亿美元，飙涨的驱动源于人工智能对该公司芯片技术的需求。与此同时，苹果公司拥有2.93万亿美元的市值，但面临着iPhone需求下降和激烈竞争的挑战。
在苹果的增长放缓同时，英伟达已进军游戏、加密货币和人工智能等蓬勃发展的行业领域。因此，标普500指数和纳斯达克指数等美国主要股指从英伟达一家公司获得了可观的涨幅，英伟达独力为标普500指数今年的涨幅贡献了三分之一以上。
为何值得关注？
对于市场而言：英伟达占据人工智能芯片的市场主导地位
英伟达公司在2024年创下纪录，市值从1万亿美元飞速增长到2万亿美元，达到这一门槛的速度快于亚马逊、谷歌母公司Alphabet和沙特阿美。随着大型科技公司将人工智能整合到产品中，这些公司对英伟达GPU的需求极为旺盛，英伟达的业绩财报也一直超出华尔街的预期。此外，根据LSEG的数据，英伟达的股票市盈率为37倍，低于去年的48倍，显示随着营收增长英伟达股票并未出现估值过高的情况。
对您而言：英伟达的投资吸引力正在飙升
期权交易员们全力押注，英伟达的看涨期权交易量连续5个交易日超过100万，这是该公司股票历史上的第一次。这种强劲的交易活动意味着市场看涨情绪，显示出英伟达是一家值得关注的公司股票。
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懂行的，选盈透！
这篇文章已被翻译成中文。原英文作者Finimize。如英文版本和中文版本之间有任何不一致，以英文版本为准。该文章中的分析仅为提供信息，不是也不应该被视为推销或招揽购买任何证券。文章中讨论的一般市场活动、行业或领域趋势、或其它基于广泛的经济或政治条件的内容，不应被解释为研究结果或投资建议。讨论中提及包括的特定证券、商品、货币、或其它产品均不构成IB推荐购买，出售或持有此类投资的建议。本材料不是也不意图针对个别客户的特定财务条件、投资目标或要求。在根据本材料采取行动之前，您应该考虑是否适合您的具体情况，并在必要时寻求专业建议。
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