On May 24th local time, the three major US stock indexes collectively closed higher, and Nvidia's stock price continued to soar, rising 2.57% to $1064.69, setting a new historical high with a market value of $2.62 trillion.
Nvidia has surged, and the happiest person may be private equity tycoon Dan Bin, who has attracted attention for his layout of US stock AI (artificial intelligence) through ETFs (traded open index funds). The Daily Economic News reporter noticed that Dan Bin had stated during a roadshow on April 18th that he would focus on seizing investment opportunities in AI. On the day after the roadshow, Nvidia fell 10%. However, Danbin responded, "If Nvidia's quarterly performance is good, it may break through and stand above $1000." In fact, based on the content of Danbin's Weibo post, he seems to be temporarily unhappy.
Chen Xingwen, Chief Investment Officer of Heizaki Capital, told reporters that Nvidia's financial report exceeded expectations and had a positive impact on the A-share Nvidia industry chain. Data centers, cloud computing The stock prices of companies in sub sectors such as AI chips may rise. Nvidia's Blackwell AI chip production has increased, indicating strong demand for AI chips, A-share related companies are expected to benefit. The stock split plan and expected increase in gross profit margin have attracted investor attention. The demand for AI and computing power is growing rapidly, A-share related companies will benefit from Nvidia's positive performance. In the long run, AI technology is the core driving force for future technological progress, with Nvidia as the main participant and promising long-term growth potential.
Danbin's related products saw a significant increase in revenue
Nvidia's stock price surged mainly due to the company's Q1 revenue, profit, and Q2 guidance exceeding market expectations.
On May 22nd, Nvidia released its financial report for the first quarter of the 2025 fiscal year as of April 28th. During the reporting period, the company's revenue was $26.044 billion, a year-on-year increase of 262%; The net profit was 14.881 billion US dollars, a year-on-year increase of 628%.
Nvidia's performance outlook for this quarter exceeded expectations, making investors fully believe that the demand for AI driven chips in this round is still strong.
Due to product shortages, major investment banks in the United States have raised Nvidia's target price. Goldman Sachs has raised Nvidia's target price from $1100 to $1200, while UBS has raised Nvidia's target price from $1150 to $1200.
The Daily Economic News reporter noticed that due to the sharp rise in Nvidia's stock price, the returns of products managed by Danbin have also surged. For example, the latest unit net value of Dongfang Port Marathon globally as of May 17 was 6.8798 yuan, with a return of 27.92% since 2024.
However, judging from the Weibo content posted by Danbin, it seems that he is not happy. Danbin said on Weibo, "Nvidia has risen a lot and I'm quite happy, but other positions in the US stock market have all fallen, almost offsetting Nvidia's rise. If other US stocks rise back, this 9.32% (local time May 23) would be meaningful."
Danbin also analyzed the reasons and said, "The decline in the US stock market is due to better than expected May Markit PMI data, which is a secondary cause of short-term fluctuations. The fundamental reason for the long-term rise of the Nasdaq is technological progress! We are just beginning the era of artificial intelligence."
The prospect of AI application landing will be better
On April 18th, Dan Bin participated in a roadshow and stated that from a strategic perspective, artificial intelligence may be the only one that can truly create huge industrial opportunities on a global scale. If you want to make phenomenal money, hold it from the perspective of industrial structure, which usually takes 10 to 20 years. However, on the day after Danbin's roadshow, Nvidia fell by 10%, and the net value of Nvidia's products under Danbin's layout fluctuated sharply. According to data from Private Equity Ranking Network, the global net value of Dongfang Port Marathon managed by Danbin has fallen by 10.50%, which is highly consistent with the significant decline in Nvidia's stock price. Regarding the sharp fluctuations in net worth, Dan Bin responded that Nvidia disclosed its first quarter performance on May 22, and if it is good, it is not ruled out that it may break the historical high of $1000. From historical experience, every major drop in the US stock market is a buying opportunity.
The recent trend of NVIDIA once again confirms Dan Bin's viewpoint. In addition, the recent view of Dongfang Port is that with the significant decrease in AI inference costs in the second half of 2024 and the upgrade of GPT5, The penetration rate of AI applications will be greatly improved, although the volatility will always be relatively high, it cannot change the direction of the times.
Among well-known private equity firms, Liang Hong also has "De Se" capital. According to data from Private Equity Ranking Network, as of May 17th, the unit net value of Xiwa Xiaoniu No.1, a representative product of Hainan Xiwa under Liang Hong, was 6.8744 yuan, with a return of 25.91% since 2024. In addition, the representative product of "Private Equity Witch" Li Bei, Banxia Macro Hedging, has regained its lost ground. As of May 17, 2024, the return has been 0.59%, and the performance has turned from negative to positive.
According to He Li, the general manager of Zhizhishan Investment, who has long conducted in-depth research on the artificial intelligence sector, Nvidia is the most important "weapon provider" in the global AI battle, and is very optimistic about its own and related industry chain's long-term development. From Microsoft Meta、 According to the capital expenditures announced by giants such as Google and Amazon, they have all shown significant growth and are mainly driven by AI. Nvidia stated that there are currently approximately 15000 to 20000 startups waiting for the company's products to be used for model training. With the continuous enhancement of model capabilities and the launch of cross modal models such as GPT-40, The prospect of AI application landing is more optimistic.