Wedbush：微软和Nvidia市值将率先迈向4万亿美元

英为财情

2025/06/27

Investing.com - 据Wedbush分析师称，微软和Nvidia (NASDAQ:NVDA)有望成为首批市值达到4万亿美元俱乐部的成员。该公司在周五的一份报告中表示，"冲刺4万亿美元市值的竞赛已经开始，微软(NASDAQ:MSFT)和Nvidia正在接近这一里程碑"，并补充说这两家公司都是"构建我们在25年科技股覆盖经历中所见过的最大科技趋势的基础性组成部分"。Wedbush表示，...

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据Wedbush分析师称，微软和Nvidia (NASDAQ:NVDA)有望成为首批市值达到4万亿美元俱乐部的成员。该公司在周五的一份报告中表示，\"冲刺4万亿美元市值的竞赛已经开始，微软(NASDAQ:MSFT)和Nvidia正在接近这一里程碑\"，并补充说这两家公司都是\"构建我们在25年科技股覆盖经历中所见过的最大科技趋势的基础性组成部分\"。Wedbush表示，...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2863827\">网页链接</a>\n\n</div>\n","source":"investing_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wedbush：微软和Nvidia市值将率先迈向4万亿美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWedbush：微软和Nvidia市值将率先迈向4万亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-27 19:52 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cn.investing.com/news/stock-market-news/article-2863827><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investing.com - 据Wedbush分析师称，微软和Nvidia (NASDAQ:NVDA)有望成为首批市值达到4万亿美元俱乐部的成员。该公司在周五的一份报告中表示，\"冲刺4万亿美元市值的竞赛已经开始，微软(NASDAQ:MSFT)和Nvidia正在接近这一里程碑\"，并补充说这两家公司都是\"构建我们在25年科技股覆盖经历中所见过的最大科技趋势的基础性组成部分\"。Wedbush表示，...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2863827\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4533","symbol_name":"AQR资本管理(全球第二大对冲基金)","start_time":0,"source_url":"https://cn.investing.com/news/stock-market-news/article-2863827","article_id":"2546474746","we_media_id":null,"thumbnails":[],"rights":{"source":"investing_news","url":"https://cn.investing.com/news/stock-market-news/article-2863827","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2546474746","pubTimestamp":1751025120,"columns":[],"sourceInfo":{"source_id":"investing_news","name":"英为财情新闻"},"weMediaInfo":null,"summary":"Investing.com - 据Wedbush分析师称，微软和Nvidia 有望成为首批市值达到4万亿美元俱乐部的成员。Wedbush表示，人工智能革命是推动这一市场飙升的驱动力。该公司预计微软和Nvidia将在今年夏季达到4万亿美元的里程碑，并预计未来18个月的焦点将转向5万亿美元俱乐部。Wedbush估计，\"每在Nvidia上花费1美元，整个科技生态系统的其余部分就会产生8-10美元的乘数效应\"。","collect":0,"end_time":0,"defaultTopTitle":"investing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","NVD3.UK":"LS 3X NVIDIA","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","SNVD.UK":"LS -1X NVIDIA","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","NVDS":"1.5倍做空NVDA ETF-Tradr","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","MSFT":"微软","BK4535":"淡马锡持仓","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","NVDA":"英伟达","LU0912757837.SGD":"JPMorgan Investment Funds - 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据Wedbush分析师称，微软和Nvidia (NASDAQ:NVDA)有望成为首批市值达到4万亿美元俱乐部的成员。该公司在周五的一份报告中表示，\"冲刺4万亿美元市值的竞赛已经开始，微软(NASDAQ:MSFT)和Nvidia正在接近这一里程碑\"，并补充说这两家公司都是\"构建我们在25年科技股覆盖经历中所见过的最大科技趋势的基础性组成部分\"。Wedbush表示，人工智能革命是推动这一市场飙升的驱动力。该公司指出，当前的科技牛市\"仍处于早期阶段\"，并将继续由人工智能驱动的增长引领。该公司预计微软和Nvidia将在今年夏季达到4万亿美元的里程碑，并预计未来18个月的焦点将转向5万亿美元俱乐部。由首席执行官黄仁勋领导的Nvidia被Wedbush称为\"人工智能教父\"，并被描述为\"人工智能革命的基础\"。该公司强调，\"全球只有一家公司是人工智能革命的基础，那就是Nvidia\"，并引用了对其芯片无与伦比的需求。Wedbush估计，\"每在Nvidia上花费1美元，整个科技生态系统的其余部分就会产生8-10美元的乘数效应\"。微软与亚马逊(NASDAQ:AMZN)和谷歌一起，也被视为人工智能基础设施的核心参与者。Wedbush指出，超大规模服务商正在看到\"云计算和人工智能的强劲势头\"，而IT部门则\"高度关注当前正在进行的软件驱动的应用案例\"。Wedbush表示，\"人工智能革命代表了40多年来最大的科技变革\"，并将微软、Nvidia、亚马逊、Alphabet(NASDAQ:GOOGL)和Meta(NASDAQ:META)列为其所称的\"Ives人工智能30强\"的关键领导者。\n科技股怎么选？AI选股策略“科技巨头”下周发布7月最新精选科技股！\n现在点击此处订阅，享受夏日半价特惠。\n\n本文由人工智能协助翻译。更多信息，请参见我们的使用条款。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}