In June 2024, NVIDIA’s market capitalization plummeted by approximately RMB 690 billion (around USD 95 billion) in a single day, triggering volatility across global tech stocks. The sharp decline was primarily driven by investor concerns over a potential slowdown in demand for its AI chips and heightened risks from possible U.S. restrictions on semiconductor exports to China. Despite NVIDIA’s recent strong earnings—particularly robust growth in its data center segment—investors are questioning whether its sky-high valuation can be sustained. Additionally, profit-taking by major institutional investors further amplified the stock’s volatility. Analysts note that while short-term pullbacks are normal, NVIDIA’s long-term leadership in artificial intelligence, autonomous driving, and high-performance computing remains solid. However, geopolitical tensions and intensifying industry competition could pose significant uncertainties for its future growth trajectory.
2024年6月，英伟达（NVIDIA）市值在一天之内蒸发约6900亿元人民币（约合950亿美元），引发全球科技股震荡。此次市值大幅缩水主要源于市场对其AI芯片需求增速放缓的担忧，以及美国可能进一步收紧对华出口管制的政策风险。尽管英伟达近期财报显示其数据中心业务持续强劲增长，但投资者对其未来增长能否维持高估值产生疑虑。此外，部分大型机构投资者选择获利了结，也加剧了股价波动。分析师指出，虽然短期回调属正常现象，但长期来看，英伟达在人工智能、自动驾驶和高性能计算等领域的技术领先地位仍具竞争力。不过，地缘政治因素与行业竞争加剧可能成为其未来发展的不确定变量。
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