自Chatgpt推出以來，NVIDIA（NVDA）的表現優於標準普爾500指數的所有股票

自2022年11月下旬啟動Chatgpt以來，NVIDIA（NVDA）的表現優於標準普爾500指數（^GSPC）的所有股票。

Nvidia (NVDA) has outperformed every stock in the S&P 500 (^GSPC) since the launch of ChatGPT in late November 2022.

自2022年11月下旬啟動Chatgpt以來，NVIDIA（NVDA）的表現優於標準普爾500指數（^GSPC）的所有股票。

Shares in the chipmaker have risen nearly 700% since ChatGPT brought the power of artificial intelligence to the masses, far outpacing the S&P 500's roughly 45% over the same time period. The next closest gain for an S&P 500 company in that time period is a 540% pop for Vistra Corp (VST).

自Chatgpt將人工智能的力量帶給大眾以來，該芯片製造商的股票上漲了近700％，在同一時期，標準普爾500指數的大約45％。當時一家標準普爾500指數公司的下一個最接近的收益是Vistra Corp（VST）的540％POP。

Nvidia has established itself as the key provider of chips needed to operate AI systems. Now at the epicenter of an AI arms race, Nvidia has established itself as a cornerstone of the recent bull market in stocks as the company's sales and profits have skyrocketed over the past several years.

Nvidia已確立自己是操作AI系統所需的芯片的關鍵提供商。現在，在AI軍備競賽的中心，NVIDIA已將自己確立為最近牛市股票的基石，因為該公司的銷售和利潤在過去幾年中飆升。

Ahead of the company's next quarterly earnings release on May 28, we broke down some of the most eye-popping charts that show how Nvidia became one of the most-followed stocks in the market.

在該公司在5月28日發布的下一個季度收益發布之前，我們打破了一些最引人注目的圖表，這些圖表顯示了NVIDIA如何成為市場上最重要的股票之一。

There's perhaps no clearer way to see how Nvidia ran away from the competition in the AI boom than looking at the company's market capitalization against its peers. Back when ChatGPT launched, Nvidia had a market cap of just over $400 billion. It's now over $3.3 trillion. Over that same time period, chip competitor Intel's (INTC) market cap has actually decreased, while Advanced Micro Devices' (AMD) market cap has increased incrementally from $125 billion to $177 billion.

也許沒有更清晰的方法可以看到Nvidia如何擺脫AI繁榮的競爭，而不是對公司對同行的市值進行資本化。回到Chatgpt推出時，NVIDIA的市值剛剛超過4000億美元。現在超過3.3萬億美元。在同一時期內，CHIP競爭對手英特爾（INTC）的市值實際上有所下降，而高級微型設備（AMD）市值從1250億美元增加到1770億美元。

Nvidia's rise proved to be at the center of a new technological boom. Combined with Nvidia, the rise in dominance of six other companies — Apple (AAPL), Alphabet (GOOGL, GOOG), Microsoft (MSFT), Amazon (AMZN), Meta (META), and Tesla (TSLA) — formed what would come to be known as the "Magnificent Seven."

Nvidia的崛起被證明是新技術繁榮的中心。結合NVIDIA，其他六家公司的統治地位 - Apple（AAPL），Alphabet（GOOGL，GOOG），Microsoft（MSFT），Amazon（Amzn），Meta（Meta）和Tesla（TSLA） - 形成了什麼是“七個”。

The group began the AI boom with a combined market cap just shy of $7 billion. Now, two and a half years later, the Big Tech group's market cap is worth over $16.8 trillion. The seven companies have grown from about 22% of the S&P 500's market cap in November 2022 to 32% of the index's market cap today.

該小組開始了AI繁榮，總市場上限略低於70億美元。現在，兩年半後，大型科技集團的市值價值超過16.8萬億美元。這七家公司已從2022年11月的標準普爾500指數市值中的22％增長到當今指數的市值的32％。

Given the outsized weighting in the S&P 500, large swings in shares of Nvidia have become a feature of how even broad market investors are thinking about the direction of stocks. In June 2024, three Wall Street strategists boosted their year-end S&P 500 targets, citing better-than-expected consistent performance among key AI players.

鑑於標準普爾500標準普爾500指數的重量大大，NVIDIA股票的大幅波動已成為甚至廣泛的市場投資者如何思考股票方向的特徵。 2024年6月，三位華爾街戰略家提高了他們的年終標準普爾500個目標，理由是在關鍵的AI球員中表現要好於預期。

As of May 19, the Magnificent Seven have accounted for about 52% of the S&P 500's gain since Nov. 30, 2022. Nvidia alone has contributed 17.21%, by far the most among the group, with the next closest stock, Microsoft, which has added about 8.8%.

截至5月19日，自2022年11月30日以來，宏偉的七人佔標準普爾500指數增長的約52％。僅NVIDIA就貢獻了17.21％，迄今為止是該集團中最接近的股票，其下一個最接近的股票Microsoft，Microsoft貢獻了約8.8％。

Nvidia's stock hasn't been rising from just hype. The company's quarterly financial metrics have soared. In the quarter ChatGPT launched, Nvidia posted revenue of $6.3 billion. Two years later, it would post revenue of $35.3 billion. That's a 460% increase in sales in two years. As seen in the chart below, the main source of growth for Nvidia has been its data center revenue segment, which includes the sales of its AI chips.

NVIDIA的股票並沒有從炒作中增加。該公司的季度財務指標已經飆升。在季度Chatgpt推出的季度，NVIDIA的收入為63億美元。兩年後，收入將為353億美元。兩年來，銷售額增加了460％。如下圖所示，NVIDIA的主要增長來源是其數據中心收入部分，其中包括其AI芯片的銷售。

From the company's fourth quarter of 2023 to its final quarter of its 2025 reporting period, data center revenue grew almost 900%.

從公司的2023年第四季度到其2025年報告期的最後一個季度，數據中心收入增長了近900％。

Nvidia's data center revenue particularly stands out when considering its rise against peers in the industry. In the final quarter of 2024, Nvidia notched a record $35.58 billion in just data center revenue, up from $3.62 billion in the final quarter of 2022.

Nvidia的數據中心收入尤其是在考慮其對行業同行的崛起時脫穎而出。在2024年的最後一個季度，NVIDIA僅在數據中心收入中獲得了創紀錄的355.8億美元，高於2022年最後一個季度的36.2億美元。

In comparison, Alphabet's data center revenue increased to $11.96 billion, ending 2024 up from $7.32 billion in the final quarter of 2022.

相比之下，Alphabet的數據中心收入增加到了119.6億美元，終止於2024年，高於2022年最後一季度的73.2億美元。

Josh Schafer is a reporter for Yahoo Finance. Follow him on X @_joshschafer.

喬什·沙弗（Josh Schafer）是雅虎財務的記者。在x @_joshschafer上關注他。

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