自Chatgpt推出以来，NVIDIA（NVDA）的表现优于标准普尔500指数的所有股票

自2022年11月下旬启动Chatgpt以来，NVIDIA（NVDA）的表现优于标准普尔500指数（^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月下旬启动Chatgpt以来，NVIDIA（NVDA）的表现优于标准普尔500指数（^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将人工智能的力量带给大众以来，该芯片制造商的股票上涨了近700％，在同一时期，标准普尔500指数的大约45％。当时一家标准普尔500指数公司的下一个最接近的收益是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已确立自己是操作AI系统所需的芯片的关键提供商。现在，在AI军备竞赛的中心，NVIDIA已将自己确立为最近牛市股票的基石，因为该公司的销售和利润在过去几年中飙升。

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.

在该公司在5月28日发布的下一个季度收益发布之前，我们打破了一些最引人注目的图表，这些图表显示了NVIDIA如何成为市场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.

也许没有更清晰的方法可以看到Nvidia如何摆脱AI繁荣的竞争，而不是对公司对同行的市值进行资本化。回到Chatgpt推出时，NVIDIA的市值刚刚超过4000亿美元。现在超过3.3万亿美元。在同一时期内，CHIP竞争对手英特尔（INTC）的市值实际上有所下降，而高级微型设备（AMD）市值从1250亿美元增加到1770亿美元。

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的崛起被证明是新技术繁荣的中心。结合NVIDIA，其他六家公司的统治地位 - Apple（AAPL），Alphabet（GOOGL，GOOG），Microsoft（MSFT），Amazon（Amzn），Meta（Meta）和Tesla（TSLA） - 形成了什么是“七个”。

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.

该小组开始了AI繁荣，总市场上限略低于70亿美元。现在，两年半后，大型科技集团的市值价值超过16.8万亿美元。这七家公司已从2022年11月的标准普尔500指数市值中的22％增长到当今指数的市值的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.

鉴于标准普尔500标准普尔500指数的重量大大，NVIDIA股票的大幅波动已成为甚至广泛的市场投资者如何思考股票方向的特征。 2024年6月，三位华尔街战略家提高了他们的年终标准普尔500个目标，理由是在关键的AI球员中表现要好于预期。

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日以来，宏伟的七人占标准普尔500指数增长的约52％。仅NVIDIA就贡献了17.21％，迄今为止是该集团中最接近的股票，其下一个最接近的股票Microsoft，Microsoft贡献了约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的股票并没有从炒作中增加。该公司的季度财务指标已经飙升。在季度Chatgpt推出的季度，NVIDIA的收入为63亿美元。两年后，收入将为353亿美元。两年来，销售额增加了460％。如下图所示，NVIDIA的主要增长来源是其数据中心收入部分，其中包括其AI芯片的销售。

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

从公司的2023年第四季度到其2025年报告期的最后一个季度，数据中心收入增长了近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的数据中心收入尤其是在考虑其对行业同行的崛起时脱颖而出。在2024年的最后一个季度，NVIDIA仅在数据中心收入中获得了创纪录的355.8亿美元，高于2022年最后一个季度的36.2亿美元。

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的数据中心收入增加到了119.6亿美元，终止于2024年，高于2022年最后一季度的73.2亿美元。

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

乔什·沙弗（Josh Schafer）是雅虎财务的记者。在x @_joshschafer上关注他。

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