U.S. Stocks Movement | NVIDIA (NVDA.US) rises 3%; Management: FY28 business growth could exceed 100% without supply constraints

智通财经2026/09/02 14:56

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```htmlAccording to Jinse Finance APP, on Wednesday, NVIDIA (NVDA.US) rose 3%, closing at $224.08. In its latest report, JPMorgan stated that during a recent investor conference, NVIDIA's management made it clear that the FY28 year-over-year growth of 70% is not the ceiling on the demand side; if supply constraints were removed, business growth could have exceeded 100%. This means that the core issue currently limiting NVIDIA's growth has shifted from “can demand be sustained” to “can capacity keep up.”```

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At the G20 Tech Summit, Jensen Huang stated that Nvidia will "invest nearly $1 trillion in U.S. infrastructure just this year alone." He likened AI to public infrastructure such as water and electricity, calling it "the greatest equalizer," and emphasized that "every country needs to build infrastructure to support its own economy." He also urged nations not to let fear of AI dominate public discourse, warning that "being left behind is the worst outcome."

华尔街见闻•2026/09/02 16:01