市值将达67.5亿美元？ Evercore ISI：英伟达(NVDA.US)在标普500中权重“有望”增至15%

智通财经06-11

智通财经APP获悉，Evercore ISI发布报告称，除人工智能芯片制造商外，英伟达(NVDA.US)还是一个技术生态系统游戏，因此具有占据标普500指数15%权重的潜力。Evercore ISI资深董事总经理朱利安·伊曼纽尔(Julian Emanuel)在上周日的一份报告中说，英伟达上周成为史上第三家市值突破3万亿美元的公司，是“引领‘并行处理’时代的一代机会”。Evercore ISI负责...

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Evercore ISI: Nvidia (NVDA.US) weighting in S&P 500 \"expected\" to increase to 15%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"161125":1,"VOO":1,"SPY":1,"NVDA":1,"EVR":1,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SSO":0.6,"UPRO":0.6,".SPX":0.6,"ESmain":0.6,"IVV":0.6},"content_text":"智通财经APP获悉，Evercore ISI发布报告称，除人工智能芯片制造商外，英伟达(NVDA.US)还是一个技术生态系统游戏，因此具有占据标普500指数15%权重的潜力。Evercore ISI资深董事总经理朱利安·伊曼纽尔(Julian Emanuel)在上周日的一份报告中说，英伟达上周成为史上第三家市值突破3万亿美元的公司，是“引领‘并行处理’时代的一代机会”。Evercore ISI负责半导体和资本设备公司研究的马克·利帕西斯(Mark Lipacis)说，历史表明，英伟达有可能成为标准普尔500指数占比10%-15%的权重股。该公司目前权重与苹果(AAPL.US)相当，约为6.6%，微软(MSFT.US)的权重则约为7%。Lipacis在周五的另一份报告中说，“我们观察到，在每一个连续计算时代，生态系统参与者在标普500指数中的权重都会增加”，2007年，PC时代的微软占标普500指数的3%，2015年，苹果占标普500指数的4%。再往前追溯，数字设备公司(DEC)在迷你电脑时代占1%，诺基亚(NOK.US)是功能手机时代的旗帜企业，占标普500指数的2%。Lipacis说：“基于这一发展轨迹，以及英伟达在并行处理芯片+软件+硬件+网络领域的主导地位，我们认为该公司最终成为标准普尔500指数15%的权重股并非不可能。”按目前市值计算，达到15%权重的英伟达市值将达到67.5亿美元，超过日本42.3亿美元的国内生产总值，位居世界第三。英伟达股票周一“一拆十”拆股后，截至发稿，周二上涨了0.62%，报122.53美元。英伟达权重最大的ETF基金有(USD.US)、(SHOC.US)和(WUGI.US)。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2442331179"}