Wedbush：微軟和Nvidia市值將率先邁向4萬億美元

英為財情

2025/06/27

Investing.com - 據Wedbush分析師稱，微軟和Nvidia (NASDAQ:NVDA)有望成為首批市值達到4萬億美元俱樂部的成員。該公司在周五的一份報告中表示，"衝刺4萬億美元市值的競賽已經開始，微軟(NASDAQ:MSFT)和Nvidia正在接近這一里程碑"，並補充說這兩家公司都是"構建我們在25年科技股覆蓋經歷中所見過的最大科技趨勢的基礎性組成部分"。Wedbush表示，...

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據Wedbush分析師稱，微軟和Nvidia (NASDAQ:NVDA)有望成為首批市值達到4萬億美元俱樂部的成員。該公司在周五的一份報告中表示，\"衝刺4萬億美元市值的競賽已經開始，微軟(NASDAQ:MSFT)和Nvidia正在接近這一里程碑\"，並補充說這兩家公司都是\"構建我們在25年科技股覆蓋經歷中所見過的最大科技趨勢的基礎性組成部分\"。Wedbush表示，...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2863827\">網頁鏈接</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：微軟和Nvidia市值將率先邁向4萬億美元</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: 12.5px; color: #7E829C; margin: 0;}\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：微軟和Nvidia市值將率先邁向4萬億美元\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">英為財情</strong><span class=\"h-time small\">2025-06-27 19:52</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>Investing.com - 據Wedbush分析師稱，微軟和Nvidia (NASDAQ:NVDA)有望成為首批市值達到4萬億美元俱樂部的成員。該公司在周五的一份報告中表示，\"衝刺4萬億美元市值的競賽已經開始，微軟(NASDAQ:MSFT)和Nvidia正在接近這一里程碑\"，並補充說這兩家公司都是\"構建我們在25年科技股覆蓋經歷中所見過的最大科技趨勢的基礎性組成部分\"。Wedbush表示，...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2863827\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://cn.investing.com/news/stock-market-news/article-2863827\">英為財情</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4533","symbol_name":"AQR資本管理(全球第二大對沖基金)","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 - 據Wedbush分析師稱，微軟和Nvidia 有望成為首批市值達到4萬億美元俱樂部的成員。Wedbush表示，人工智能革命是推動這一市場飆升的驅動力。該公司預計微軟和Nvidia將在今年夏季達到4萬億美元的里程碑，並預計未來18個月的焦點將轉向5萬億美元俱樂部。Wedbush估計，\"每在Nvidia上花費1美元，整個科技生態系統的其餘部分就會產生8-10美元的乘數效應\"。","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 - Global Income A (mth) SGD-H","NVDU":"2倍做多NVDA ETF-Direxion","NVDS.UK":"LS -1X NVIDIA","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4538":"云计算","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU2168564495.EUR":"AZ ALLOCATION - 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