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作者 TyuzuChou (潤潤潤)
標題 [新聞] NVDA創歷史新高 GTC大會後市值逼近5兆鎂
時間 Wed Oct 29 05:34:19 2025

原文標題：
Nvidia stock hits all-time high, nears $5 trillion market cap after slew of
updates at GTC event
原文連結：
https://www.aol.com/articles/nvidia-stock-hits-time-high-200333984.html
Nvidia stock hits all-time high, nears $5 trillion market cap after slew of updates at GTC event [Video] Nvidia stock surged after a slew of announcements at its GTC event, putting the company on track to be the first in history to cross the $5 trillion m ...

 
發布時間：Wed, October 29, 2025 at 4:04 AM GMT+8
記者署名：Daniel Howley
原文內容：

Nvidia (NVDA) stock on Tuesday rose 5% to close at a record high after the
company announced a slew of product updates, partnerships, and investment
initiatives at its GTC event in Washington, D.C., putting it on the doorstep
of becoming the first company in history with a market value above $5 trillion
.
週二，輝達（NVDA）股價上漲5%，收於歷史新高。該公司在華盛頓特區舉行的GTC大會上
宣布了一系列產品更新、合作夥伴關係及投資計畫，使其距離成為全球首家市值突破5兆
美元的公司僅一步之遙。


The AI chip giant is approaching the threshold — settling at a market cap of
$4.89 trillion on Tuesday — just months after becoming the first to close
above $4 trillion in July.
這家AI晶片巨頭的市值週二達到4.89兆美元，距離5兆大關僅一步之遙，而這距其於七月
成為首家收盤市值超過4兆美元的公司僅過了數月。

Among other announcements, Nvidia revealed Tuesday it is working with the US
Department of Energy to build seven new supercomputers, including one that
will use 10,000 Blackwell GPUs.
在眾多宣布中，輝達透露正與美國能源部合作建造七台新超級電腦，其中一台將搭載一萬
顆Blackwell GPU。

Other announcements include a deal to work with Uber (UBER) to build a fleet
of self-driving cars and an agreement to sell 1,000 GPUs to drugmaker Eli
Lilly (LLY). Nvidia also said it is working with Nokia (NOK) to help develop
next-generation 6G cellular technology.
其他宣布包括：與Uber（UBER）合作打造自動駕駛車隊；向製藥商禮來（Eli Lilly，LLY
）出售1,000顆GPU；並與諾基亞（NOK）合作開發下一代6G行動通訊技術。

Nvidia also announced tie-ups with Palantir (PLTR) and Oracle (ORCL), as well
as telecom partnerships on a wireless 6G buildout, including Cisco (CSCO) and
T-Mobile (TMUS). The company also highlighted how its AI tech is powering
robotics initiatives from companies ranging from Amazon (AMZN) to Foxconn,
Caterpillar (CAT), and Belden (BDC), among others.
輝達同時宣布與Palantir（PLTR）及Oracle（ORCL）建立合作關係，並與Cisco（CSCO）
和T-Mobile（TMUS）等電信企業合作建設6G無線網路。公司還強調，其AI技術正驅動包括
亞馬遜（AMZN）、鴻海（Foxconn）、卡特彼勒（CAT）與Belden（BDC）等企業的機器人
計畫。


The company also announced a new open systems architecture, Nvidia NVQLink,
aimed at accelerating the development of quantum supercomputers, including
partners like Rigetti (RGTI) and IonQ (IONQ).
輝達還推出一項新開放系統架構——Nvidia NVQLink，旨在加速量子超級電腦的研發，合
作夥伴包括Rigetti（RGTI）與IonQ（IONQ）。

During his keynote presentation on Tuesday, Nvidia CEO Jensen Huang said the
company expects to realize $500 billion in GPU sales through the end of 2026.
The company's total revenue tallied just over $100 billion in the first two
quarters of this year.
在週二的主題演講中，輝達執行長黃仁勳表示，公司預期至2026年底可實現5,000億美元
GPU銷售額。今年上半年公司總營收已超過1,000億美元。

Nvidia also stands to benefit from a potential trade deal between the US and
China, which could see Nvidia resume sales of its chips in the Chinese market.
輝達也有望從美中潛在的貿易協議中受益，該協議可能讓輝達恢復在中國市場的晶片銷售
。

Its stock has been on a tear this year, climbing more than 50% year to date
and more than doubling since its lows back in April.
今年以來，輝達股價強勁上漲，年內漲幅超過50%，自四月低點以來更已翻倍。

The company's chips are the building blocks of the massive data centers that
cloud service providers, including Amazon, Google (GOOG, GOOGL), and Microsoft
 (MSFT), are constructing worldwide.
輝達的晶片是全球雲端服務供應商（如亞馬遜、谷歌、微軟）建設大型資料中心的核心基
礎。

Nvidia has also been busy putting its own cash to work, investing up to $100
billion in OpenAI (OPAI.PVT), which is also one of its most important
customers.
輝達亦積極運用自有資金，投資高達1,000億美元於OpenAI（OPAI.PVT），該公司同時是
輝達最重要的客戶之一。

While Nvidia remains the AI chip leader, competition in the space is
increasing. Rival AMD (AMD) has signed a deal with OpenAI for up to 6
gigawatts worth of AI processors and inked a separate deal with Oracle for 50,
000 GPUs.
儘管輝達仍是AI晶片領導者，但競爭正日益加劇。競爭對手AMD（AMD）已與OpenAI簽署合
作協議，提供高達6吉瓦級AI處理器，並另與Oracle簽訂供應5萬顆GPU的合約。

Qualcomm (QCOM) has also announced that it's entering the AI data center
market with its own AI accelerator chips. Nvidia's customers, including Amazon
, Google, and Microsoft, are also increasingly developing and using their own
AI chips.
高通（QCOM）也宣布進軍AI資料中心市場，推出自家AI加速晶片。同時，輝達的主要客戶
——亞馬遜、谷歌與微軟——也正日益發展並使用自研AI晶片。

In the meantime, however, Nvidia is leaning further into the concept of
sovereign AI, which sees individual countries and companies build and develop
their own AI data centers.
然而，輝達正進一步押注「主權AI」（sovereign AI）的概念，鼓勵各國與企業自行建構
、發展屬於自己的AI資料中心。

心得/評論：

技術上擴展至量子與6G
政策上與美國政府緊密綁定
資本上逼近5兆美元門檻
AI時代的地緣政治核心企業

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※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 150.117.197.145 (臺灣)
※ 作者: TyuzuChou 2025-10-29 05:34:19
※ 文章代碼(AID): #1f0JRU5a (Stock)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1761687262.A.164.html
※ 同主題文章:
[新聞] NVDA創歷史新高 GTC大會後市值逼近5兆鎂
10-29 05:34 TyuzuChou
Re: [新聞] NVDA創歷史新高 GTC大會後市值逼近5兆鎂
10-29 08:03 hugh509
→ ymlin0331: 10兆鎂 is not far1F 10/29 06:03
推 jht: NV概念股噴噴2F 10/29 06:07
推 CAFEHu: 皮衣蛙：200！讚！3F 10/29 06:24
推 WusoAiwen: 今年3萬無障礙，老黃發了股市均富卡4F 10/29 06:28
→ CAFEHu: 皮衣蛙：哇塞！好哇賽！老黃腹肌200塊！5F 10/29 06:29
推 supersd: 可能直接買美股相關正二比較快？6F 10/29 06:35
推 jen1121: 網通炸裂7F 10/29 06:41
推 breathair: 每天睏霸數錢，真的能這麼幸福下去嗎8F 10/29 06:57
推 veigarlol: 量子股點到跌10趴XD9F 10/29 07:01
推 bestbaseball: 撐過8zz 老黃強啊10F 10/29 07:04
推 bolovema: 還有利空嗎？11F 10/29 07:05
推 yyvv: \AI party!/12F 10/29 07:09
推 o86869595: "這只是剛開始".jpg13F 10/29 07:10
推 CAFEHu: NV麥菲仔：啊啊啊啊啊啊啊啊！14F 10/29 07:12
推 partsex: 2026年會上300
2026年 nvda eps上修到9-10元15F 10/29 07:18
推 BBKOX: 推USD17F 10/29 07:20
推 HiuAnOP: 皮衣蛙狂喜！18F 10/29 07:47
推 CAFEHu: 谷歌蛙：再說一次，我大GOOG天下無敵！19F 10/29 07:50
推 littlejackbr: 台灣喜迎輝達總部，人人都掛著驕傲的面容20F 10/29 07:53
推 rcf150cc: 相信輝達 人生發達21F 10/29 07:54
推 CAFEHu: 皮衣教：這波先幹爆做市商，讓它壓不回200元！
皮衣狂蛙：本波220元，誰反對！
AMD做市商：help me...虧爛啦...22F 10/29 07:54
推 littlesss: 資金量體能到什麼程度決定老黃上去的幅度25F 10/29 07:59
→ LDPC: 大goog真的天下無敵啊@@ 趁他還上4t 再買點26F 10/29 08:03
推 Toge: 嗯……財報週快到了……27F 10/29 08:03
推 CAFEHu: 投機蛙：我聞到NVDL的香味！28F 10/29 08:04
推 agvnol: 我黃威武29F 10/29 08:08
推 CAFEHu: 妹塔蛙：我大META蜥蜴人才是天下無敵！
微軟蛙：格局決定結局！30F 10/29 08:09
→ TyuzuChou: https://i.imgur.com/ByE9nV2.png32F 10/29 08:18
[圖]
推 CAFEHu: 財報蛙：我好興奮啊！每天起床都在數錢！33F 10/29 08:19
推 BBKOX: 夜盤還在漲，好爽歐34F 10/29 08:27
推 NexusPrime: 睏霸數錢，拉回是買點35F 10/29 08:36
推 CAFEHu: 複委託&美股開戶仔：急啊！快跑進場！36F 10/29 08:38
推 koshayshay: Foxconn37F 10/29 08:38
推 Jackey52013: 我就看誰敢下車38F 10/29 08:52
推 bella1815: 中吹說會跌到60
https://files.catbox.moe/8fbcbl.png39F 10/29 08:53
[圖]
推 NexusPrime: 笑死，垃圾中吹，希望他放空被嘎爆
上上禮拜一堆中吹在吹稀土現在都不見了？41F 10/29 08:54
→ zxcvvcxz: 早就說中吹是不懂世界格局的人43F 10/29 09:04
推 THEARK: 還有韭菜覺得NV漲多了不會再漲了嗎 笑死44F 10/29 09:50
推 garlos: 2026 年底5000億 怎麼不提Q3 出多少45F 10/29 10:05
推 dcgkii: 沒上倒車的快買 IGM 那個AI陣容 只能噴啊
台股就是00770 那個前20大持股 每隻都很會噴
大家比較沒看到ANET MU APP SHOP都包在裡面46F 10/29 10:18
推 cityhunter04: 小小的稀土就想卡人家脖子？被當盤子耍還不知道…49F 10/29 12:00

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