英伟达市值超越112家耐克，AI估值高达5.65万亿美元

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英伟达市值超越112家耐克，AI估值高达5.65万亿美元

2026-10-04 06:35:03

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英伟达与耐克：市值鸿沟背后的市场巨变

周五，人工智能芯片制造商英伟达（Nvidia）收盘市值约为5.65万亿美元，而耐克（Nike）的市值在另一轮疲软的交易后跌至约502.5亿美元。这意味着，在美国最具知名度的两家上市公司之间，估值差距已高达约5.6万亿美元。

这种对比虽显极端，却捕捉到了美国股市更为广泛的转变：资本持续流向人工智能基础设施领域，而传统消费品牌则因增长放缓、国际需求疲软以及运营压力增加而陷入困境。

英伟达以截然不同的速度增长

这种估值差异并非仅仅是市场炒作。在最新一个季度中，英伟达实现了962亿美元的收入，较上年同期翻倍以上；其中数据中心收入激增117%，达到890亿美元。单季净利润高达597亿美元。英伟达已指引下一季度营收约为1080亿美元。

相比之下，耐克报告的季度收入为112亿美元，同比下降4%。管理层也承认，大中华区、耐克运动服饰（Nike Sportswear）和乔丹品牌（Jordan Brand）的表现依然疲软。

这种分歧有助于解释为何AI股票如今主导着标普500指数，仅英伟达一家公司近期就占据了该指数超过8%的比重。

耐克正朝相反方向移动

Nike shares have fallen to about $33.87, putting the stock near a 12-year low and falling more than 50% in the past year. Previous tracking shows that the decline has kicked Nike out of the S & P 100, making it one of the weakest performing blue chips in 2026.

This comparison is particularly eye-catching because as of the end of 2021, Nike is worth approximately US$264 billion. At the time, Nvidia was valued at approximately $736 billion. Today, the value of the Nvidia family is more than 20 times Nike's 2021 peak valuation.

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