英伟达股价狂飙：散户热情遇高管减持

英伟达狂热席卷华尔街：散户“疯狂”买入、高管逢高减持

人工智能芯片巨头英伟达再次成为市场焦点，今年股价暴涨近两倍，引来全球投资者的目光。数据显示，美国散户今年对英伟达的热情空前，狂购约300亿美元股票，成为2024年网络交易最热门股票之一。

Driven by the booming artificial intelligence (AI) industry, Nvidia's stock price has soared nearly double this year, reaching a market capitalization of $3.43 trillion, second only to Apple in the U.S. This surge in value is largely attributed to the massive influx of capital from retail investors who have poured an estimated $30 billion into Nvidia shares this year, making it the most popular stock among individual traders in 2024.

散户对英伟达的信心源于其在AI领域的领先地位。许多投资者，像25岁青年麦吉利夫雷（Michael MacGillivray）一样，看好AI技术的未来发展，将英伟达视为必不可少的投资标的。

"Every time you see the trend of AI technology becoming more prevalent in everyday life, it feels like all roads lead to Nvidia. I invested thousands of dollars in Nvidia, and it was definitely worth it," said MacGillivray.

然而，英伟达股价的疯狂上涨也引发了市场的担忧。一些分析师指出，尽管英伟达的表现依然优于预期，但资金流入规模正在逐渐降温，股价已达到更平衡、更“合理”的水平。

Gil Luria, head of the technology group at D.A. Davidson, warned that "compared to the market sentiment six months ago, it is now certain that, due to the slowing momentum in Nvidia's bullish trend, the inflow of capital has begun to cool down."

此外，英伟达内部人士也趁着股价高位逢高减持股票。黄仁勋等高管今年已出售约7.32亿股股票，套现约9.39亿美元。

These actions by company insiders have also raised concerns about the sustainability of Nvidia's stock price rally.