<p><strong>英伟达公司</strong> (NASDAQ: NVDA) 首席执行官 <strong>黄仁勋</strong> 据报道预计本月将访问台湾，在那里他可能会正式宣布在台北设立新总部的计划，因为对人工智能芯片的需求激增——尤其是来自中国的需求——加大了全球半导体供应链的压力。</p><h2 id="trfzg586"><strong>黄仁勋的台湾之行可能巩固英伟达的区域影响力</strong></h2><p>台湾市场的猜测表明，黄仁勋将在农历新年前返回，参加英伟达与当地员工和合作伙伴的年度年终聚会，台湾《联合日报》周六报道。</p><p>在访问期间，黄仁勋预计将与台北市市长 <strong>蒋万安</strong> 一同出席，宣布并签署英伟达台湾总部的协议，该总部据报道位于台北的北士凯地区。</p><p>市政府官员已确认与英伟达就日程安排和监管批准进行持续沟通，报告称。</p><p>台北市政府已开始城市规划程序，以合并两个邻近的地块用于该项目，显示出最终批准的进展，报告补充道。</p><p>黄仁勋去年底曾进行过一次简短的高速 访问台湾。</p><p><strong>另见： </strong>Nvidia 开源 AI 帮助自动驾驶汽车像人类一样思考</p><h2 id="69y9gwf7f"><strong>台北官员表示英伟达已提交投资意向</strong></h2><p>蒋万安表示，市政府官员不仅与黄仁勋进行了讨论，还与英伟达的首席财务官和高级管理人员进行了交流。</p><p>英伟达已正式提交投资意向书，台北市官员将其描述为全球最有价值公司的强烈信心投票。</p><p>市政府目前正在审查多个合规方案，以确保该项目符合法律和区域要求，然后再进行最终批准。</p><h2 id="dpyvc21ce"><strong>‘万亿盛宴'凸显英伟达的供应链实力</strong></h2><p>黄仁勋还传闻将主持一场名为 “万亿盛宴” 的高端私人晚宴，汇聚台湾最具影响力的科技公司领导人。</p><p>预计与会者包括 <strong>台湾半导体制造公司</strong> (NYSE: TSM)、<strong>富士康</strong>（由 <strong>鸿海精密工业</strong> 拥有）(OTC: HNHPF)、<strong>广达电脑</strong>、<strong>纬创</strong>、<strong>和硕</strong> 和 <strong>仁宝</strong> 的高管。</p><h2 id="sgr7ngtu"><strong>人工智能热潮推动英伟达的 4.5 万亿美元估值</strong></h2><p>英伟达的市值已攀升至约 4.6 万亿美元，超过 <strong>苹果公司</strong> (NASDAQ: AAPL) 和 <strong>微软公司</strong> (NASDAQ: MSFT)，因为对其 <strong>Blackwell</strong> 芯片和 <strong>CUDA</strong> 软件平台的需求加速。</p><p>分析师表示，尽管竞争对手开发了主要针对推理的定制芯片，但英伟达在人工智能训练中的主导地位仍然基本无可挑战。</p><p>行业专家指出，人工智能正进入 “物理人工智能” 阶段，超越聊天机器人，扩展到机器人、自动化系统和智能设备，推动对先进硬件的长期需求。</p><h2 id="tihq17d8"><strong>中国需求增加上行空间——同时加大供应压力</strong></h2><p>中国科技公司在政策变化允许有限销售进入中国后，已大幅 增加对英伟达的订单 <strong>H200</strong> 人工智能芯片。</p><p>报告显示，订单超过了英伟达目前的生产能力，促使公司要求台积电提高产量。</p><p>分析师警告，尽管中国的需求可能推动进一步增长，但也可能加剧半导体生态系统的供应约束。</p><p><strong>价格动态：</strong> 英伟达的股票在盘后交易中上涨了 0.064%。根据 Benzinga Pro，在过去 12 个月中，股票上涨了 26.38%。</p><p><strong>Benzinga 的边缘股票排名</strong> 将英伟达在增长方面排名第 94 百分位，在质量方面排名第 98 百分位。点击这里查看它与竞争对手的比较。</p><figure class="image"><img src="https://pub.pbkrs.com/uploads/2026/5c4b23f2f29171773707596d8ada1f6c?x-oss-process=style/lg" alt="" width="442" height="277" original-src="https://pub.pbkrs.com/uploads/2026/5c4b23f2f29171773707596d8ada1f6c"/></figure><p><strong>接下来阅读：</strong></p><ul><li>超越英伟达：Dan Ives 命名 2026 年顶级人工智能股票</li></ul><p><i><strong>免责声明</strong></i><strong>：</strong> <i>此内容部分由 AI 工具生成，并由 Benzinga 编辑审核和发布。</i></p><p><i>图片来源：Imagn</i></p>

英伟达

2 倍做多英伟达 ETF - GraniteShares

南方两倍做多英伟达

南方两倍做空英伟达

英伟达期权收益策略 ETF - YieldMax

1 倍做空英伟达 ETF - Direxion

2 倍做多 NVDA ETF - T-Rex

2 倍做空 NVDA ETF - T-Rex

半导体 3 倍做多 - Direxion

<p>英伟达首席执行官黄仁勋计划于本月访问台湾，宣布在台北设立新的总部，此举是为了应对来自中国的日益增长的人工智能芯片需求，这对台积电的生产能力造成了压力。黄仁勋的访问可能与英伟达的年终聚会重合，并包括与台北官员达成协议的计划。该市正在推进总部的城市规划，英伟达已提交投资意向书。黄仁勋还传闻将与台湾主要科技公司的领导人举行私人晚宴。受人工智能需求推动，英伟达的市值已飙升至约 4.6 万亿美元</p>

<p><strong>Nvidia Corp</strong> (NASDAQ: NVDA) CEO J <strong>ensen Huang</strong> is reportedly expected to visit Taiwan this month, where he may formally announce plans for a new Taipei headquarters as surging AI chip demand — particularly from China — tightens pressure on the global semiconductor supply chain.</p>
<div class="lb-trans"><p><strong>英伟达公司</strong> (NASDAQ: NVDA) 首席执行官 <strong>黄仁勋</strong> 据报道预计本月将访问台湾，在那里他可能会正式宣布在台北设立新总部的计划，因为对人工智能芯片的需求激增——尤其是来自中国的需求——加大了全球半导体供应链的压力。</p>
</div><h2><strong>Jensen Huang's Taiwan Visit Could Cement Nvidia's Regional Footprint</strong></h2>
<div class="lb-trans"><h2><strong>黄仁勋的台湾之行可能巩固英伟达的区域影响力</strong></h2>
</div><p>Market speculation in Taiwan suggests Huang will return ahead of the Lunar New Year to attend Nvidia's annual year-end gathering with local employees and partners, reported Taiwan’s United Daily News on Saturday.</p>
<div class="lb-trans"><p>台湾市场的猜测表明，黄仁勋将在农历新年前返回，参加英伟达与当地员工和合作伙伴的年度年终聚会，台湾《联合日报》周六报道。</p>
</div><p>During the visit, Huang is expected to appear alongside Taipei Mayor <strong>Chiang Wan-an</strong> to announce and sign an agreement for Nvidia's Taiwan headquarters, reportedly located in the Beishike district of Taipei.</p>
<div class="lb-trans"><p>在访问期间，黄仁勋预计将与台北市市长 <strong>蒋万安</strong> 一同出席，宣布并签署英伟达台湾总部的协议，该总部据报道位于台北的北士凯地区。</p>
</div><p>City officials have confirmed ongoing communication with Nvidia regarding scheduling and regulatory approvals, according to the report.</p>
<div class="lb-trans"><p>市政府官员已确认与英伟达就日程安排和监管批准进行持续沟通，报告称。</p>
</div><p>Taipei's government has begun the urban planning process to merge two adjacent sites earmarked for the project, signaling progress toward final approval, it added.</p>
<div class="lb-trans"><p>台北市政府已开始城市规划程序，以合并两个邻近的地块用于该项目，显示出最终批准的进展，报告补充道。</p>
</div><p>Huang made a brief, high-speed trip to Taiwan late last year.</p>
<div class="lb-trans"><p>黄仁勋去年底曾进行过一次简短的高速 访问台湾。</p>
</div><p><strong>See Also: Nvidia Open-Sources AI That Helps Self-Driving Cars Think Like Humans</strong></p>
<div class="lb-trans"><p><strong>另见： Nvidia 开源 AI 帮助自动驾驶汽车像人类一样思考</strong></p>
</div><h2><strong>Taipei Officials Say Nvidia Has Submitted Investment Intent</strong></h2>
<div class="lb-trans"><h2><strong>台北官员表示英伟达已提交投资意向</strong></h2>
</div><p>Chiang said city officials have held discussions not only with Huang but also with Nvidia's chief financial officer and senior executives.</p>
<div class="lb-trans"><p>蒋万安表示，市政府官员不仅与黄仁勋进行了讨论，还与英伟达的首席财务官和高级管理人员进行了交流。</p>
</div><p>Nvidia has formally submitted a letter of intent to invest, which Taipei officials described as a strong vote of confidence from the world's most valuable company.</p>
<div class="lb-trans"><p>英伟达已正式提交投资意向书，台北市官员将其描述为全球最有价值公司的强烈信心投票。</p>
</div><p>The city government is now reviewing multiple compliance scenarios to ensure the project meets legal and zoning requirements before final approval.</p>
<div class="lb-trans"><p>市政府目前正在审查多个合规方案，以确保该项目符合法律和区域要求，然后再进行最终批准。</p>
</div><h2><strong>‘Trillion-Dollar Banquet' Highlights Nvidia's Supply Chain Power</strong></h2>
<div class="lb-trans"><h2><strong>‘万亿盛宴'凸显英伟达的供应链实力</strong></h2>
</div><p>Huang is also rumored to host a high-profile private dinner dubbed the &#34;trillion-dollar banquet,&#34; bringing together leaders from Taiwan's most influential technology firms.</p>
<div class="lb-trans"><p>黄仁勋还传闻将主持一场名为 “万亿盛宴” 的高端私人晚宴，汇聚台湾最具影响力的科技公司领导人。</p>
</div><p>Expected attendees reportedly include executives from <strong>Taiwan Semiconductor Manufacturing Co.</strong> (NYSE: TSM), <strong>Foxconn</strong>, owned by <strong>Hon Hai Precision Industry</strong> (OTC: HNHPF), <strong>Quanta Computer</strong>, <strong>Wistron</strong>, <strong>Pegatron</strong> and <strong>Compal</strong>.</p>
<div class="lb-trans"><p>预计与会者包括 <strong>台湾半导体制造公司</strong> (NYSE: TSM)、<strong>富士康</strong>（由 <strong>鸿海精密工业</strong> 拥有）(OTC: HNHPF)、<strong>广达电脑</strong>、<strong>纬创</strong>、<strong>和硕</strong> 和 <strong>仁宝</strong> 的高管。</p>
</div><h2><strong>AI Boom Drives Nvidia's $4.5 Trillion Valuation</strong></h2>
<div class="lb-trans"><h2><strong>人工智能热潮推动英伟达的 4.5 万亿美元估值</strong></h2>
</div><p>Nvidia's market capitalization has climbed to about $4.6 trillion, surpassing <strong>Apple Inc.</strong> (NASDAQ: AAPL) and <strong>Microsoft Corp</strong> (NASDAQ: MSFT), as demand for its <strong>Blackwell</strong> chips and <strong>CUDA</strong> software platform accelerates.</p>
<div class="lb-trans"><p>英伟达的市值已攀升至约 4.6 万亿美元，超过 <strong>苹果公司</strong> (NASDAQ: AAPL) 和 <strong>微软公司</strong> (NASDAQ: MSFT)，因为对其 <strong>Blackwell</strong> 芯片和 <strong>CUDA</strong> 软件平台的需求加速。</p>
</div><p>Analysts say Nvidia's dominance in AI training remains largely unchallenged, even as rivals develop custom chips focused primarily on inference.</p>
<div class="lb-trans"><p>分析师表示，尽管竞争对手开发了主要针对推理的定制芯片，但英伟达在人工智能训练中的主导地位仍然基本无可挑战。</p>
</div><p>Industry experts note that AI is entering a &#34;physical AI&#34; phase, extending beyond chatbots into robotics, autonomous systems and smart devices, fueling long-term demand for advanced hardware.</p>
<div class="lb-trans"><p>行业专家指出，人工智能正进入 “物理人工智能” 阶段，超越聊天机器人，扩展到机器人、自动化系统和智能设备，推动对先进硬件的长期需求。</p>
</div><h2><strong>China Demand Adds Upside — And Supply Strain</strong></h2>
<div class="lb-trans"><h2><strong>中国需求增加上行空间——同时加大供应压力</strong></h2>
</div><p>Chinese technology firms have sharply increased orders for Nvidia's <strong>H200</strong> AI chips following policy shifts that allow limited sales into China.</p>
<div class="lb-trans"><p>中国科技公司在政策变化允许有限销售进入中国后，已大幅 增加对英伟达的订单 <strong>H200</strong> 人工智能芯片。</p>
</div><p>Reports indicate orders exceed Nvidia's current production capacity, prompting the company to ask TSMC to boost output.</p>
<div class="lb-trans"><p>报告显示，订单超过了英伟达目前的生产能力，促使公司要求台积电提高产量。</p>
</div><p>Analysts warn that while China’s demand could drive further growth, it also risks intensifying supply constraints across the semiconductor ecosystem.</p>
<div class="lb-trans"><p>分析师警告，尽管中国的需求可能推动进一步增长，但也可能加剧半导体生态系统的供应约束。</p>
</div><p><strong>Price Action:</strong> Nvidia shares are up 0.064% in after-hours trading. In the past 12 months, the shares have been up by 26.38%, according to Benzinga Pro.</p>
<div class="lb-trans"><p><strong>价格动态：</strong> 英伟达的股票在盘后交易中上涨了 0.064%。根据 Benzinga Pro，在过去 12 个月中，股票上涨了 26.38%。</p>
</div><p><strong>Benzinga's Edge Stock Rankings</strong> rank Nvidia in the 94th percentile for Growth and the 98th percentile for Quality. Click here to see how it compares to competitors.</p>
<div class="lb-trans"><p><strong>Benzinga 的边缘股票排名</strong> 将英伟达在增长方面排名第 94 百分位，在质量方面排名第 98 百分位。点击这里查看它与竞争对手的比较。</p>
</div><p></p>
<div class="lb-trans"><p></p>
</div><p><strong>Read Next:</strong></p>
<div class="lb-trans"><p><strong>接下来阅读：</strong></p>
</div><ul>
<li><strong>Beyond Nvidia: Dan Ives Names Top AI Stocks For 2026</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>超越英伟达：Dan Ives 命名 2026 年顶级人工智能股票</strong></li>
</ul>
</div><p><strong><em>Disclaimer</em>:</strong> <em>This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>
<div class="lb-trans"><p><strong><em>免责声明</em>：</strong> <em>此内容部分由 AI 工具生成，并由 Benzinga 编辑审核和发布。</em></p>
</div><p><em>Image via Imagn</em></p>
<div class="lb-trans"><p><em>图片来源：Imagn</em></p>
</div>

Jensen Huang To Visit Taiwan As Nvidia Plans Taipei Headquarters Amid TSMC Capacity Strain: Report

- Nvidia CEO 黄仁勋预计本月访台，可能宣布新设总部计划。  
- 台北市政府与 Nvidia 沟通顺利，项目正朝最终批准迈进。  
- 需求激增推动 Nvidia 市值达 4.6 万亿，产能面临压力。

据报道，黄仁勋将访问台湾，因英伟达计划在台北设立总部，而台积电正面临产能紧张的情况