After experiencing continuous stock price increases, global AI chip giant Nvidia has once again become the focus of market attention.
From the current perspective, Nvidia not only surpassed Apple in market value, becoming the world's second largest company by market value after Microsoft, but also its consecutive doubling of stock price increases has given the capital market more imagination. Some argue that Nvidia's unexpected performance may bring more attention to the AI field.
Drawing Qing Zixiu
The stock price surged and the market value surpassed Apple again
On June 5th local time in the United States, Nvidia experienced a "triple rise" at $1244.4 per share, an increase of 5.16%; At the same time, the company's market value has also exceeded the $3 trillion mark, reaching $3.01 trillion, attracting widespread market attention.
Apple's closing price on that day was $195.87 per share, and its market value of $3 trillion was once again surpassed by Nvidia. Data shows that the last time Nvidia's market value surpassed Apple was in 2002.
After the ranking change, Nvidia has also become the world's second-largest company by market value, second only to Microsoft. The data shows that Microsoft's stock price at the close of the day was $424.01, with a market value of $3.15 trillion, and the difference with Nvidia was less than $150 billion.
In the eyes of many market professionals, Nvidia's current market value ranking is not the biggest highlight. Because based on the current stock price increase of the "three giants" in terms of market value, Nvidia's growth rate is significantly different from the other two giants. Since the beginning of this year, the stock prices of Microsoft and Apple have risen by 13.17% and 2% respectively, while Nvidia's stock price has risen as high as 147.26% during the same period.
Moreover, since the beginning of 2023, the cumulative increase in Nvidia's stock price has reached 755.75%, more than sevenfold. Therefore, in the eyes of many institutions, it may only be a matter of minutes for Nvidia, whose stock price has risen rapidly, to surpass Microsoft and become the world's "leader" in market value.
According to Wind data
After the stock price exceeded the $1200 mark, Nvidia's upcoming stock split also received market attention. According to the company's previously disclosed stock split plan, after the 10 to 1 split at the close of this Friday, Nvidia's stock price will become around $120 per share, and the number of shares held by the original shareholders will also increase accordingly.
An analysis suggests that stock split operations will not affect the overall market value of the company, but may attract more investors through more affordable prices to increase stock liquidity.
Performance and Frequent Outbreak of New Products
It is worth noting that on May 23rd local time in the United States, after Nvidia released its latest financial report that exceeded expectations, the company's stock price also experienced a jump, rising nearly 20% within three days.
At that time, Nvidia disclosed its first quarter report for the fiscal year 2025, which showed that the company achieved a revenue of $26.044 billion during the period, a year-on-year increase of 262%; The net profit reached 14.881 billion US dollars, a sharp increase of 628% year-on-year. In addition, the company predicts that its sales for the second quarter of fiscal year 2025 will reach $28 billion.
Dongguan Securities believes that as cloud computing vendors continue to increase capital expenditures, Nvidia products are expected to rapidly increase in volume, thereby driving upstream and downstream industry chain companies to usher in a new round of high-speed growth.
At the beginning of this month, NVIDIA CEO Huang Renxun delivered a keynote speech. In his speech, Huang Renxun not only loudly announced the start of production of Blackwell chips, but also revealed that the company's next generation AI platform will be named Rubin, using HBM4 memory, and will be released in 2026. According to Nvidia's external promotion, its first Blackwell chip is called GB200, which is currently the "most powerful chip in the world".
Industry analysts believe that a significant decrease in computing power costs will make it possible to process massive amounts of data. Huatai Securities believes that the AI revolution from low-cost computing power to high-speed interconnection has fully begun.
Securities firms continue to be bullish on the AI industry chain
In the A-share market, despite the overall decline of the three major indexes on June 6th, some AI concept stocks still rose against the trend. According to Wind data, AI computing power concept stock Industrial Fulian rose the limit at 26.07 yuan per share on the same day; AIPC concept stock Leong rose slightly to the limit at 23.98 yuan per share; Semiconductor silicon wafer concept stock Zhongjing Technology rose to the limit and closed at 31.53 yuan per share.
Nvidia has seen frequent positive news, and domestic companies in related fields are also receiving attention from institutions. According to analysis by AVIC Securities, Nvidia's unexpected performance once again confirms the sustained high momentum of global AI investment. Coupled with the recent release of major models such as OpenAI and Google, the AI market in the A-share market is expected to experience a "second launch".
After the production of Nvidia Blackwell chips, the Blackwell architecture is expected to significantly enhance reasoning advantages, thus accelerating the further implementation of AI reasoning applications.
Guohai Securities stated that large-scale model training is driving a surge in demand for AI computing power, and links in the computing power industry chain such as AI chips, servers, and components are expected to continue to benefit. Related stocks include Cambrian, Haiguang Information, Longxin Zhongke, Jingjiawei, etc. in the field of AI chips; Inspur Information, Industrial Fulian, Zhongke Shuguang, Huaqin Technology, and Ziguang Technology in the server field; IFlytek, Kingsoft Office, Wanxing Technology, Fuxin Software, Focus Technology, and Hongsoft Technology in the field of big models and applications.
