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The Cyberspace Administration of China has summoned NVIDIA! How does it impact the stock price？
牛牛課堂
joined discussion · Jun 26, 2025 17:49 ·

NVIDIA's stock price has reached a historic high! Jensen Huang pointed out that these two major Industries are expected to seize opportunities.

On Wednesday, the 'AI Dominator' $NVIDIA (NVDA.US)$ stock price reached a historic new high, reclaiming the global 'Market Cap King' title.This marks the complete recovery of this chip giant from the severe decline at the beginning of the year.
On Wednesday, the 'AI overlord' $NVIDIA (NVDA.US)$ recorded a historic high price, regaining the crown of the global 'Market Cap king.'This marks a complete recovery for the chip giant from the severe downturn at the beginning of the year. This surge is attributed to Jensen Huang's optimistic statement at NVIDIA's annual Shareholder meeting. During the meeting, Huang emphasized that AI and Robotics technologies bring "trillions of dollars worth of opportunities" and pointed out that global demand for "sovereign AI" is increasing, with NVIDIA positioned at the start of a decade-long AI infrastructure buildout wave. The Wall Street investment bank, RT Capital, raised NVIDIA's target price from $175 to $250, an increase of over 40%. The research indicates that we are entering the next wave of "Gold" in AI applications, and NVIDIA is at the forefront of another significant phase of stronger-than-expected demand. It also stated that the AI trend driving NVIDIA's stock price has shown no signs of weakening over the past few years, and it may drive the company's Market Cap to ultimately reach $6 trillion, which is more than 65% higher than NVIDIA's current Market Cap. Barclays analysts raised NVIDIA's target price to $200, predicting that the company's Market Cap could reach $4.9 trillion.There is still a 38% increase potential compared to the current stock price. The bank pointed out that the launch of the Blackwell platform and positive feedback from the supply chain demonstrate strong demand for AI hardware, especially in the applications of Agentic AI. Jensen Huang strongly supports two major Industries....
This surge is attributed to Jensen Huang's optimistic statement at NVIDIA's annual Shareholder meeting. During the meeting, Huang emphasized that AI and Robotics technologies present "trillions of dollars in opportunities" and noted the growing global demand for "sovereign AI," indicating that NVIDIA is at the starting point of a decade-long wave of AI infrastructure development.
The Wall Street investment bank Loop Capital raised NVIDIA's Target Price from $175 to $250 that day, an increase of over 40%.
Research from the firm indicates that we are entering the next wave of "Gold rush" in artificial intelligence applications, and NVIDIA is at the forefront of another significant phase where demand exceeds expectations.
It also stated that the trend of AI driving NVIDIA's stock price has shown no signs of weakening over the past few years, and it could ultimately push the company's Market Cap to reach $6 trillion, a valuation 65% higher than NVIDIA's current Market Cap.
Barclays Analysts raised NVIDIA's Target Price to $200, projecting that the company's Market Cap could reach $4.9 trillion.There is still a 38% upside potential compared to the current stock price. The firm pointed out that the launch of the Blackwell platform and positive feedback from the supply chain indicate strong demand for AI hardware, particularly in the growth of Agentic AI applications.
Jensen Huang supports two major Industries.
NVIDIA CEO Jensen Huang believes that after AI,Robotics technology is another market with growth potential for NVIDIA.
Moreover,Self-driving cars will become the first major commercial application of Robotics technology.NVIDIA's goal is that billions of robots, hundreds of millions of self-driving cars, and hundreds of thousands of robotic factories will be powered by NVIDIA technology.
Jensen Huang also highlighted NVIDIA's Thrive platform for self-driving cars and mentioned that the company recently released the AI model for humanoid robots, Cosmos.
In fact, this year Robotics and self-driving have both been hot topics pursued by the market.
Robotics
As one of the representatives of embodied intelligence, the development of humanoid robots is accelerating towards the industrialization tipping point.The year 2025 is widely regarded in the industry as the "year of mass production" for humanoid Robotics.
BOCOM INTL Securities indicates that the application scenarios for humanoid Robotics are vast. In the short term, they are mainly used in Industry and social services, but in the medium to long term, the family market with a to C attribute is more bullish. It is anticipated that after 2030, the industry penetration rate will enter an exponential growth phase, with global shipments expected to reach 4 million to 10 million units by 2035, and a compound annual growth rate of 70.6% to 84.9% from 2024 to 2035, with the share of service humanoid Robotics rising to 84%.
On Wednesday, the 'AI overlord' $NVIDIA (NVDA.US)$ recorded a historic high price, regaining the crown of the global 'Market Cap king.'This marks a complete recovery for the chip giant from the severe downturn at the beginning of the year. This surge is attributed to Jensen Huang's optimistic statement at NVIDIA's annual Shareholder meeting. During the meeting, Huang emphasized that AI and Robotics technologies bring "trillions of dollars worth of opportunities" and pointed out that global demand for "sovereign AI" is increasing, with NVIDIA positioned at the start of a decade-long AI infrastructure buildout wave. The Wall Street investment bank, RT Capital, raised NVIDIA's target price from $175 to $250, an increase of over 40%. The research indicates that we are entering the next wave of "Gold" in AI applications, and NVIDIA is at the forefront of another significant phase of stronger-than-expected demand. It also stated that the AI trend driving NVIDIA's stock price has shown no signs of weakening over the past few years, and it may drive the company's Market Cap to ultimately reach $6 trillion, which is more than 65% higher than NVIDIA's current Market Cap. Barclays analysts raised NVIDIA's target price to $200, predicting that the company's Market Cap could reach $4.9 trillion.There is still a 38% increase potential compared to the current stock price. The bank pointed out that the launch of the Blackwell platform and positive feedback from the supply chain demonstrate strong demand for AI hardware, especially in the applications of Agentic AI. Jensen Huang strongly supports two major Industries....
Among them, in the field of Logistics Robotics: $Amazon (AMZN.US)$ • Leading warehouse Robotics $Symbotic (SYM.US)$ • Providing "last mile" delivery for Uber Technologies takeout platforms $Serve Robotics (SERV.US)$ • Warehouse Robotics $ATS Corp (ATS.US)$ 、 $Guardforce AI (GFAI.US)$ ；
Robotics software field: $NVIDIA (NVDA.US)$ 、 $PTC Inc (PTC.US)$ 、 $Palladyne AI (PDYN.US)$ 、 $Mobilicom (MOB.US)$ 、 $Qualcomm (QCOM.US)$ ；
Industrial robotics field: $Tesla (TSLA.US)$ 、 $Honeywell (HON.US)$ 、 $Teradyne (TER.US)$ 、 $Lincoln Electric (LECO.US)$ ；
Robotics automation field: $Rockwell Automation (ROK.US)$ 、 $Zebra Technologies (ZBRA.US)$ 、 $Cognex (CGNX.US)$ 、 $UiPath (PATH.US)$ 、 $Pegasystems (PEGA.US)$ 、 $Myomo (MYO.US)$ ；
Medical Robotics Field: $Medtronic (MDT.US)$ 、 $Stryker Corp (SYK.US)$ , Developer of Smart Robotic Radiosurgery Systems $Accuray (ARAY.US)$ 、
Global leader in surgical robotics, Intuitive Surgical, , surgical robot supplier $PROCEPT BioRobotics (PRCT.US)$ 、
Global leader in Electrophysiology Robotics technology. $Stereotaxis (STXS.US)$ Leader in Rehabilitation Robotics. $Lifeward (LFWD.US)$ 、
Laparoscopic Surgery Robot funded by Bill Gates. $Vicarious Surgical (RBOT.US)$ Pharmacy Dispensing Robot. $Omnicell (OMCL.US)$ ；
Defense Robotics: $AeroVironment (AVAV.US)$ 、 $Kratos Defense & Security Solutions (KTOS.US)$ 、 $Lockheed Martin (LMT.US)$ 、 $Northrop Grumman (NOC.US)$ 、 $Boeing (BA.US)$、 $General Dynamics (GD.US)$ 、 $Teledyne Technologies (TDY.US)$ 、 $RTX Corp (RTX.US)$ 、 $Textron (TXT.US)$ 、 $L3Harris Technologies (LHX.US)$ 、 $Elbit Systems (ESLT.US)$ 、 $Nauticus Robotics (KITT.US)$ ；
Professional Robotics Field: Underwater Robotics Oceaneering International, 3D Scanning Robotics. $Faro Technologies(Delisted) (FARO.US)$ ；
Consumer Robotics Field: Vacuum Robotics. $iRobot(Delisted) (IRBTQ.US)$ ；
Service Robotics: Developers of Cleaning, Delivery, and Cooking Service Robotics. $Richtech Robotics (RR.US)$ 。
Autonomous driving.
Goldman Sachs' research report shows that global self-driving Cars have transitioned from Concept to commercialization, with investor focus shifting from technological feasibility to growth rate and market size. In fact, Robotaxi is becoming the main battleground in the global self-driving competition.
On Wednesday, the 'AI overlord' $NVIDIA (NVDA.US)$ recorded a historic high price, regaining the crown of the global 'Market Cap king.'This marks a complete recovery for the chip giant from the severe downturn at the beginning of the year. This surge is attributed to Jensen Huang's optimistic statement at NVIDIA's annual Shareholder meeting. During the meeting, Huang emphasized that AI and Robotics technologies bring "trillions of dollars worth of opportunities" and pointed out that global demand for "sovereign AI" is increasing, with NVIDIA positioned at the start of a decade-long AI infrastructure buildout wave. The Wall Street investment bank, RT Capital, raised NVIDIA's target price from $175 to $250, an increase of over 40%. The research indicates that we are entering the next wave of "Gold" in AI applications, and NVIDIA is at the forefront of another significant phase of stronger-than-expected demand. It also stated that the AI trend driving NVIDIA's stock price has shown no signs of weakening over the past few years, and it may drive the company's Market Cap to ultimately reach $6 trillion, which is more than 65% higher than NVIDIA's current Market Cap. Barclays analysts raised NVIDIA's target price to $200, predicting that the company's Market Cap could reach $4.9 trillion.There is still a 38% increase potential compared to the current stock price. The bank pointed out that the launch of the Blackwell platform and positive feedback from the supply chain demonstrate strong demand for AI hardware, especially in the applications of Agentic AI. Jensen Huang strongly supports two major Industries....
Specifically, including:
Component suppliers $Mobileye Global (MBLY.US)$ 、 $Innoviz Technologies (INVZ.US)$ 、 $NVIDIA (NVDA.US)$ 、 $Ouster (OUST.US)$ 、 $Luminar Technologies (LAZR.US)$ 、 $Aeva Technologies (AEVA.US)$ 、 $Tuya Inc (TUYA.US)$ 、 $Microvision (MVIS.US)$ 、 $Arbe Robotics (ARBE.US)$ 、 $Hesai (HSAI.US)$ 、 $HORIZONROBOT-W (09660.HK)$ 、 $BLACK SESAME (02533.HK)$ 、 $ROBOSENSE (02498.HK)$ ；
Map and software provider $Aurora Innovation (AUR.US)$ 、 $LeddarTech Holdings Inc (LDTCF.US)$ ；
Robotics developer $Tesla (TSLA.US)$ 、 $Pony AI (PONY.US)$ 、 $WeRide (WRD.US)$ 、 $Baidu (BIDU.US)$ Under Apollo, $Amazon (AMZN.US)$ Under Zoox, $Alphabet-C (GOOG.US)$ Under Waymo;
Travel service provider $Uber Technologies (UBER.US)$ 、 $Lyft Inc (LYFT.US)$ 、 $DiDi Global Inc (DIDIY.US)$ ；
There are also Car companies. $Tesla (TSLA.US)$ 、 $BYD COMPANY (01211.HK)$ 、 $XIAOMI-W (01810.HK)$ 、 $NIO Inc (NIO.US)$ 、 $Li Auto (LI.US)$ 、 $XPeng (XPEV.US)$ And so on.
Want to learn more investment opportunities? Futubull AI is online! Accurate answers, comprehensive insights, grasp key opportunities!
On Wednesday, the 'AI overlord' $NVIDIA (NVDA.US)$ recorded a historic high price, regaining the crown of the global 'Market Cap king.'This marks a complete recovery for the chip giant from the severe downturn at the beginning of the year. This surge is attributed to Jensen Huang's optimistic statement at NVIDIA's annual Shareholder meeting. During the meeting, Huang emphasized that AI and Robotics technologies bring "trillions of dollars worth of opportunities" and pointed out that global demand for "sovereign AI" is increasing, with NVIDIA positioned at the start of a decade-long AI infrastructure buildout wave. The Wall Street investment bank, RT Capital, raised NVIDIA's target price from $175 to $250, an increase of over 40%. The research indicates that we are entering the next wave of "Gold" in AI applications, and NVIDIA is at the forefront of another significant phase of stronger-than-expected demand. It also stated that the AI trend driving NVIDIA's stock price has shown no signs of weakening over the past few years, and it may drive the company's Market Cap to ultimately reach $6 trillion, which is more than 65% higher than NVIDIA's current Market Cap. Barclays analysts raised NVIDIA's target price to $200, predicting that the company's Market Cap could reach $4.9 trillion.There is still a 38% increase potential compared to the current stock price. The bank pointed out that the launch of the Blackwell platform and positive feedback from the supply chain demonstrate strong demand for AI hardware, especially in the applications of Agentic AI. Jensen Huang strongly supports two major Industries....
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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