Yesterday, an American chip giant made headlines in the financial media of various countries because it unlocked a new achievement - the first chip company with a market value of $1 trillion!
This company is NVIDIA.
Just yesterday, US chipmaker Nvidia topped $1 trillion in intraday market capitalization, joining the trillion-dollar club including giants such as Apple, Microsoft and Google.
Why has NVIDIA suddenly become the new darling sought after by the capital market?
That's because a few days ago NVIDIA announced a financial report that can be called explosive!
According to Nvidia's financial report released last week, NVIDIA's revenue in the first quarter of this year was $7.19 billion, higher than the market's expectation of $6.52 billion.
However, this is not the end, NVIDIA's revenue expectations for the second quarter reached a staggering $11 billion, far exceeding market expectations of $7.18 billion.
This performance guidance directly made the capital market climax, and NVIDIA's stock price was immediately violently pulled.
Since the beginning of this year, Nvidia's stock price has risen by about 180%, and on the day of the earnings report, Nvidia's stock price soared 24%, and its market value increased by $183.8 billion, the third largest one-day increase in the history of American companies.
So why can NVIDIA have such a bright performance?
Nvidia's soaring performance and rising stock price are largely driven by the demand for computing power in artificial intelligence.
As we all know, since the beginning of this year, driven by ChatGPT, the world has set off a wave of incomparable fanaticism about artificial intelligence large models.
And no matter what company, if you want to develop artificial intelligence, you must not bypass GPU chips.
Whoever uses more chips and more powerful performance will make more advanced and realistic artificial intelligence models.
Therefore, NVIDIA has become the biggest winner in the wind.
At present, NVIDIA is the leader of the GPU market, with a global discrete graphics card market share of up to 80%, and its high-end GPU chips such as V100, A100 and H100 can provide computing power for large language models, occupying the vast majority of the AI training market.
According to UBS analysts, developing the chatbot ChatGPT requires about 10,000 NVIDIA GPUs.
Therefore, the market demand for GPUs has always been strong, and NVIDIA's chips have been frantically snapped up by various companies, and there was even news that NVIDIA chip supply could not keep up.
As the saying goes: one person gains the way, and the chicken and dog ascend to heaven.
Just as NVIDIA's stock price skyrocketed, the related concept stocks of A-shares also soared.
At present, a number of A-share companies have responded to the partnership with NVIDIA through announcements or investor interactive platforms.
Jin Baize, which has been up for many days, issued an announcement on abnormal stock trading yesterday, saying that the cumulative deviation of the company's closing price on May 29 and May 30 reached 43.64%.
At the same time, Jin Baize also cleared the relationship with NVIDIA: saying that it was not involved in CPO (co-packaged optical) products for the time being; and did not supply to NVIDIA, and there is no related income; Only part of the product solution of the research and development is required, there is the purchase of NVIDIA related products, the purchase amount is small. NVIDIA's performance does not have a direct impact on the company's performance.
Yibo Technology also announced yesterday that its stock trading price on May 26, May 29 and May 30 for three consecutive trading days, the closing price increase deviation accumulated more than 30%, and said that the company did not directly supply NVIDIA, there was no relevant income, and NVIDIA's performance had no related impact on the company's performance.
Kinwong Electronics said on the investor interactive platform that the company has in-depth cooperation with NVIDIA in the fields of computing power, automatic driving, graphics cards, etc., and based on confidentiality agreements with customers, the specific order situation is not easy to disclose.
In early May, the company said that it was on NVIDIA's list of qualified suppliers, and had now achieved mass supply to customers, and products for AI servers were involved in the customer development and verification process.
Aoshicon said on the investor Q&A platform that the company has provided PCB series products to NVIDIA through the supply system, and is currently actively participating in the proofing and testing of NVIDIA R series products.
Bojie shares said that the company's products in the field of GPU testing is mainly board-level testing, and NVIDIA has cooperation orders, the amount is not large, mainly for NVIDIA to do board testing, test the process problems on the board.
(Source: Securities Times)
Here, I still want to remind all shareholders:
Be careful when choosing stocks, there are many hot stocks, which are the real concept stocks, you have to see!