Nvidia shares jumped as much as 2.9% during the session. After two months of selling pressure, the stock hit a fresh all-time high again.
👉 我每天盯的价位清单、判断更正，都先发群里。进来对着看
What’s driving it isn’t already-realized demand, but expectations that it will add back both the demand and the share repurchase. The market is once again willing to pay for AI agents, believing they will boost semiconductor demand. Meanwhile, the company is also increasing its share repurchase plan by an additional $150 billion. The repurchase is like adding a shot of fuel to a rally that’s already under way. So far this year, the stock is up about 27%, with a market cap of roughly $5.7 trillion—only about $300 billion short of $6 trillion.
What to watch is whether it can reach $6 trillion, and whether this repurchase tailwind can continue to push higher.
#英伟达股价创历史新高涨2.4%
👉 我每天盯的价位清单、判断更正，都先发群里。进来对着看
What’s driving it isn’t already-realized demand, but expectations that it will add back both the demand and the share repurchase. The market is once again willing to pay for AI agents, believing they will boost semiconductor demand. Meanwhile, the company is also increasing its share repurchase plan by an additional $150 billion. The repurchase is like adding a shot of fuel to a rally that’s already under way. So far this year, the stock is up about 27%, with a market cap of roughly $5.7 trillion—only about $300 billion short of $6 trillion.
What to watch is whether it can reach $6 trillion, and whether this repurchase tailwind can continue to push higher.
#英伟达股价创历史新高涨2.4%
