ChainThink 消息,8 月 27 日,英伟达股价上涨 8.7%,创 2025 年 4 月以来最大单日涨幅,推动公司市值增加约 4420 亿美元,为全球个股历史第二大单日市值增长纪录。
目前英伟达总市值约 5.5 万亿美元,仍是全球市值最高的上市公司。此次市值增量仅次于微软不到一个月前创下的单日增加 4500 亿美元纪录,且超过标普 500 指数中绝大多数成分股的总市值。
英伟达曾于 2025 年 4 月单日增加 4400 亿美元,也曾因市场担忧 DeepSeek 模型而单日蒸发近 6000 亿美元。股价上涨主要受公司业绩指引推动。
据市场数据,英伟达预计下一财年营收增长约 70%,显著高于市场预期的约 45%。摩根大通认为该指引可能仍较保守,因英伟达明确表示预测受供应限制,而潜在需求增速更高。
Disclaimer: Contains third-party opinions, does not constitute financial advice
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