Nvidia 市值逼近 6 万亿美元，今年上涨 28%，同时市盈率低于标普 500。公司新增 1500 亿美元股票回购授权，为美股史上最大单笔回购，超过 Apple 2024 年宣布的 1100 亿美元，使其到 2028 财年的回购总额达到 2350 亿美元。Nvidia 预计 2028 财年营收增长约 70%，高于分析师约 44% 的预期，黄仁勋称实际需求远高于 70%，供给限制了承诺数字。
Nvidia closed in on a $6T market value while trading at a cheaper earnings multiple than the S&P 500.
Nvidia has risen 28% this year, and is reaching a threshold no other company has done before.
That rally, 30% so far this year, has added $1.3T in value
The latest lift came from a $150B addition to Nvidia's share repurchases, the largest single buyback authorization in US stock market history.
It overtakes the $110B Apple announced in 2024 and brings Nvidia's total to $235B through fiscal 2028, while most Big Tech peers pour spare cash into AI buildouts.
Buybacks can flatter earnings per share without real growth, yet Nvidia has forecast about 70% revenue growth for fiscal 2028, its first year-ahead revenue forecast, against roughly 44% analysts had modeled.
Jensen Huang has said demand is much greater than 70%, and that supply is what lets Nvidia confidently commit to that figure.
Nvidia also trails its own sector, as the Philadelphia semiconductor index has gained 87% in 2026 while Micron, Marvell and Intel each rose more than 200%.
Ofcourse, thats only natural, as Nvidia is already so big, so that discount reflects doubt that a company this large can keep compounding at this pace.
Bloomberg: SpaceX is in early talks to borrow $40B for Nvidia chips, with Apollo Global Management leading. The package would pair about $10B in bank loans with $30B of investment-grade debt and should close in 2027, according to the Financial Times. Musk has earlier said SpaceX will build exclusively on Nvidia hardware. Many of those chips get rented out, because SpaceX now runs a cloud business in which Anthropic could pay it up to $84.5B through 2029.在 X 查看被引用的帖子
来源：Rohan Paul · x.com