分析師預言再掀 AI"黃金浪潮",Nvidia 股價創新高重登市值王座

Reuters
2025.06.26 00:14

Nvidia's stock price hit a new high, returning to the top of the global market capitalization leaderboard, closing up 4.33% at $154.31, with a market capitalization exceeding $3.76 trillion. Analysts predict that Nvidia will lead a wave of "golden AI tide," with Loop Capital raising its target price from $175 to $250 and maintaining a "buy" rating. Nvidia's surge reflects the trend of U.S. stocks returning to "AI trading," driving up chip stocks and related tech stocks

Reuters, June 25 - Nvidia (NVDA.O) shares hit a new high on Wednesday, reclaiming the title of the world's most valuable company, after an analyst indicated that Nvidia is expected to trigger a "golden wave" of artificial intelligence (AI).

Nvidia closed up 4.33% that day, reaching a record high of $154.31, with a market capitalization exceeding $3.76 trillion, surpassing Microsoft's (MSFT.O) $3.65 trillion.

Loop Capital raised Nvidia's target price from $175 to $250 while maintaining a "buy" rating, fueling Nvidia's latest surge.

"Our research indicates that we are entering the next 'golden wave' of generative AI applications, and Nvidia is at the forefront of another phase of demand that exceeds expectations," Loop Capital analyst Ananda Baruah wrote in a client report.

Nvidia's latest surge reflects a trend of the U.S. stock market returning to "AI trading," which has driven significant gains in chip stocks and related tech stocks in recent years due to optimism about emerging technologies.

Over the past year, Nvidia, Microsoft, and Apple (AAPL.O) have all held the title of the world's most valuable company, with Microsoft recently taking the lead after surpassing Nvidia in early June