利空突袭，15万亿巨头，传出大消息

望着“高高在上”的股价，亚马逊创始人又忍不住套现了！

最新披露的文件显示，亚马逊创始人贝索斯将额外出售2500万股亚马逊股票，价值50亿美元（约合人民币363亿元）。这份减持计划披露的时间点，是在当地时间周二盘后，也就是在这一天，亚马逊股价创出历史新高。

周三，亚马逊股价承压，该股在纳指刷新历史新高的背景下，逆市下跌超1%。今年2月，贝索斯抛售了亚马逊5000万股，价值85.21亿美元。如果上述2500万股抛售计划全部完成，贝索斯今年以来的套现金额将达到135.21亿美元，折合人民币约983亿元。

在最新的出售计划实施完成后，贝索斯仍将拥有9.13亿股亚马逊股票，占该公司已发行股票的8.77%。贝索斯今年60岁，根据福布斯富豪榜实时榜单，贝佐斯目前身家约为2143亿美元，位列全球第二，仅次于特斯拉CEO马斯克，后者身家达到2487亿美元。

值得注意的是，高位套现的科技公司创始人，还有AI芯片巨头英伟达的CEO黄仁勋。最新文件显示，6月13日至7月2日期间，黄仁勋合计出售156万股英伟达股份，套现约1.98亿美元。

贝索斯巨额套现

7月3日，纳指上涨0.88%报18188点，标普500指数涨0.51%报5537点，两大指数续创历史新高。自2023年以来，美股一路飙涨，其间纳指涨幅超过73%，标普500指数涨幅超过44%。

在2023年，亚马逊股价涨幅超过80%，2024年以来，该公司股价又涨了30%，最新市值报20562亿美元，折合人民币约14.95万亿元。该公司股价的上涨，主要因为市场预期，亚马逊的云业务将受益于生成式AI技术的发展。

本周二，亚马逊股价创出200.43美元的历史新高，当时市值达到2.08万亿美元，折合人民币约15万亿元。当天盘后，亚马逊提交给美国证券交易委员会（SEC）的监管文件显示，该公司创始人贝索斯（Jeff Bezos）计划出售价值近50亿美元的亚马逊股份。

根据文件，贝索斯将额外出售2500万股亚马逊股票，按照周二收盘价计算，这些股份价值50亿美元。值得注意的是，今年2月，贝索斯曾在9个交易日内出售了5000万股亚马逊股票，套现约85.21亿美元，这也是他自2021年以来首次出售公司股票。

如果完成最新的2500万股股票出售，将使贝索斯今年的股票出售总额达到135.21亿美元。股份出售实施完成后，贝索斯仍将持有9.13亿股亚马逊股票，占该公司已发行股票的8.77%。不过，上述出售计划打压了该公司的股价，周三，亚马逊收跌1.21%，报197.59美元。

市场猜测，贝索斯此次出售股票的决定,可能与他去年11月宣布的搬迁计划有关。他曾于去年11月宣布，将从西雅图搬到迈阿密，住到离父母更近的地方，同时距离他的太空探索公司蓝色起源（Blue Origin）也更近一些。另外，华盛顿州2022年开始征收7%的资本利得税，而佛罗里达州没有这项要求。这意味着，贝索斯搬到迈阿密，可能会帮他节省数亿美元的税金。

黄仁勋接连减持

AI芯片龙头企业英伟达的创始人黄仁勋，近期也在持续出售股票。

英伟达最新提交给SEC的监管文件显示，6月13日至7月2日，黄仁勋合计出售了156万股英伟达股票，套现约1.98亿美元。

文件显示，这一系列的减持交易是根据3月份采用的“10b5-1规则交易计划”执行的。今年3月底，英伟达发布详细季度财务报告，提到黄仁勋在今年3月14日设置了一项10b5-1售股计划，将会在2025年3月底前卖掉至多60万股英伟达股票，总价值超过7亿美元。不过，在设置该售股计划时，英伟达尚未进行拆股。6月10日，英伟达“一拆十”拆股，这也意味着，他从6月13日开始的套现行为，或将持续一段时间。

不过，黄仁勋并非唯一减持英伟达的管理层，今年上半年，该公司的董事及行政人员共减持总值逾7亿美元的股份。

英伟达在高端加速器市场拥有主导地位，生成式人工智能应用程序Chat GPT推出后，英伟达芯片需求剧增，推动该公司的股价频创新高。6月18日，英伟达曾短暂超过微软，登上全球市值最高公司的宝座，当时该公司市值达到3.34万亿美元。随后，公司股价从高位回调，不过近日又重拾升势。

周三，英伟达股价收涨4.57%，报128.28美元，市值为31557亿美元。今年以来，英伟达累计涨幅达到159%。黄仁勋的身家也水涨船高。目前，在福布斯富豪榜实时榜单上，黄仁勋以1123亿美元的财富，排名全球第12位。

当地时间6月26日，英伟达召开年度股东大会。在会上，股东们通过了高管新的薪酬计划，英伟达CEO黄仁勋于2024财年获得价值约3416.79万美元的薪酬，比2023财年的2135.69万美元高出了60%。在方案中，有2667.64万美元来自于股票奖励。

在股东大会上，黄仁勋指出，英伟达已经从过去的以游戏业务为主，“转型”为以数据中心业务为主，公司还希望开辟新的AI市场，例如工业机器人，并计划与每一家电脑制造商和云提供商合作，“下一波AI浪潮将使价值50万亿美元的重工业实现自动化”。

黄仁勋称，非常看好公司3月发布的Blackwell平台的前景，并表示英伟达的AI芯片提供了“最低的总成本”：虽然其他芯片可能更便宜，但考虑到其性能和运行成本，英伟达的芯片更经济。

不过，最近，英伟达也面临新的麻烦。近日，据路透社报道，法国反垄断监管机构计划指控英伟达涉嫌存在反竞争行为，这将使得法国成为全球首个对AI芯片龙头英伟达采取反垄断行动的国家。根据规定，违反法国反垄断规定的公司，可能面临全球年营业额10%的罚款。目前，法国监管机构和英伟达均拒绝对此发表评论。

上周五，法国监管机构发布了一份关于生成式AI竞争的报告，提到了芯片供应商滥用市场主导地位的风险。这份报告指出了业内对英伟达CUDA芯片编程软件的依赖，并对此表示担忧，因为这是唯一与加速计算所需的GPU完全兼容的系统。报告还提到，英伟达最近投资了Core Weave等专注于AI的云服务提供商，令监管机构感到不安。

不只是法国，英伟达在2月的一份文件中曾表示，美国、欧盟和英国的官员也在审查其业务。英伟达曾表示：“由于我们在人工智能相关市场的地位，导致全球监管机构对我们业务的兴趣增加。”

A bearish raid, a 15 trillion dollar giant, with big news spreading

Looking at the high stock price, the founder of Amazon couldn't help but cash out!

The latest disclosed documents show that Amazon founder Bezos will sell an additional 25 million shares of Amazon stock worth $5 billion (approximately RMB 36.3 billion). The disclosure of this reduction plan was made after Tuesday local time, when Amazon's stock price hit a historic high.

On Wednesday, Amazon's stock price came under pressure as the stock went against the trend and fell more than 1% against the backdrop of the Nasdaq hitting a historic high. In February of this year, Bezos sold 50 million shares of Amazon worth $8.521 billion. If the above 25 million share selling plan is fully completed, Bezos' cash out amount since the beginning of this year will reach 13.521 billion US dollars, equivalent to approximately 98.3 billion yuan in Chinese yuan.

After the completion of the latest sales plan, Bezos will still own 913 million shares of Amazon stock, accounting for 8.77% of the company's issued shares. Bezos is 60 years old this year. according to the real-time Forbes Rich List, Bezos currently has a net worth of approximately $214.3 billion, ranking second in the world, only behind Tesla CEO Musk, who has a net worth of $248.7 billion.

It is worth noting that the founder of a technology company that has cashed out at a high level, as well as Huang Renxun, CEO of AI chip giant Nvidia. According to the latest documents, from June 13th to July 2nd, Huang Renxun sold a total of 1.56 million shares of NVIDIA, cashing out approximately $198 million.

Bezos huge cash out

On July 3rd, the Nasdaq rose 0.88% to close at 18188 points, while the S&P 500 index rose 0.51% to close at 5537 points. The two major indexes continued to reach historic highs. Since 2023, the US stock market has been soaring, with the Nasdaq up over 73% and the S&P 500 up over 44%.

In 2023, Amazon's stock price rose by more than 80%, and since 2024, the company's stock price has risen by another 30%, with the latest market value reporting $2056.2 billion, equivalent to approximately RMB 14.95 trillion. The rise in the company's stock price is mainly due to market expectations that Amazon's cloud business will benefit from the development of generative AI technology.

This Tuesday, Amazon's stock price reached a historic high of $200.43, with a market value of $2.08 trillion, equivalent to approximately RMB 15 trillion. After market hours that day, regulatory documents submitted by Amazon to the US Securities and exchange Commission (SEC) showed that the company's founder Jeff Bezos planned to sell nearly $5 billion worth of Amazon shares.

According to the document, Bezos will sell an additional 25 million shares of Amazon stock, valued at $5 billion based on Tuesday's closing price. It is worth noting that in February this year, Bezos sold 50 million shares of Amazon stock within 9 trading days, cashing out approximately $8.521 billion, marking his first sale of company stock since 2021.

If the latest sale of 25 million shares is completed, it will bring the total sales of Bezos' shares this year to 13.521 billion US dollars. After the completion of the share sale, Bezos will still hold 913 million shares of Amazon stock, accounting for 8.77% of the company's issued shares. However, the aforementioned sales plan has weighed on the company's stock price, with Amazon closing down 1.21% at $197.59 on Wednesday.

The market speculates that Bezos' decision to sell stocks this time may be related to his relocation plan announced in November last year. He announced in November last year that he would move from Seattle to Miami and live closer to his parents, while also being closer to his space exploration company Blue Origin. In addition, Washington State will start levying a 7% capital gains tax in 2022, while Florida does not have this requirement. This means that Bezos moving to Miami may help him save billions of dollars in taxes.

Huang Renxun successively reduced his holdings

Huang Renxun, founder of AI chip leader NVIDIA, has also been selling stocks continuously recently.

According to the latest regulatory documents submitted by NVIDIA to the SEC, from June 13th to July 2nd, Huang Renxun sold a total of 1.56 million NVIDIA shares, cashing out approximately $198 million.

The document shows that this series of underweight transactions were executed according to the "10b5-1 Rule Trading Plan" adopted in March. At the end of March this year, Nvidia released a detailed quarterly financial report, mentioning that Huang Renxun set up a 10b5-1 stock sale plan on March 14, which will sell up to 600000 Nvidia shares with a total value of over $700 million by the end of March 2025. However, when setting up the stock sale plan, Nvidia had not yet conducted a stock split. On June 10th, Nvidia split its stocks in a one to ten split, which also means that its cash out behavior starting from June 13th may continue for a period of time.

However, Huang Renxun is not the only management to reduce his holdings in NVIDIA. In the first half of this year, the company's directors and executives collectively reduced their holdings by over $700 million.

Nvidia has a dominant position in the high-end accelerator market, and after the launch of the generative artificial intelligence application Chat GPT, demand for Nvidia chips has surged, driving the company's stock price to new highs. On June 18th, Nvidia briefly surpassed Microsoft to become the world's most valuable company, with a market value of $3.34 trillion at the time. Subsequently, the company's stock price rebounded from a high level, but recently regained its upward momentum.

On Wednesday, NVIDIA's stock price rose 4.57% to $128.28, with a market value of $3155.7 billion. Since the beginning of this year, Nvidia has accumulated a growth rate of 159%. Huang Renxun's wealth has also risen. Currently, on the real-time Forbes Rich List, Huang Renxun ranks 12th globally with a wealth of $112.3 billion.

On June 26th local time, Nvidia held its annual shareholder meeting. At the meeting, shareholders approved a new executive compensation plan, and Nvidia CEO Huang Renxun received a salary worth approximately $34.1679 million in the 2024 fiscal year, which is 60% higher than the $21.3569 million in the 2023 fiscal year. In the plan, $26.6764 million comes from stock rewards.

At the shareholder meeting, Huang Renxun pointed out that Nvidia has transitioned from its gaming business to a data center business. The company also hopes to open up new AI markets, such as industrial robots, and plans to cooperate with every computer manufacturer and cloud provider. "The next wave of AI will automate heavy industry worth $50 trillion.".

Huang Renxun stated that he is very optimistic about the prospects of the Blackwell platform released by the company in March, and stated that Nvidia's AI chips provide the "lowest total cost": although other chips may be cheaper, considering their performance and operating costs, Nvidia's chips are more economical.

However, recently, Nvidia has also faced new troubles. Recently, according to Reuters, the French antitrust regulatory agency plans to accuse Nvidia of engaging in anti competitive behavior, making France the first country in the world to take antitrust action against AI chip leader Nvidia. According to regulations, companies that violate French antitrust regulations may face a fine of 10% of global annual revenue. Currently, both French regulatory agencies and Nvidia have declined to comment on this.

Last Friday, French regulatory authorities released a report on generative AI competition, mentioning the risk of chip suppliers abusing their dominant market position. This report points out the industry's reliance on NVIDIA CUDA chip programming software and expresses concerns about it, as it is the only system that is fully compatible with the GPU required for accelerated computing. The report also mentioned that Nvidia has recently invested in cloud service providers focused on AI, such as Core Weave, which has caused concern among regulatory authorities.

Not just France, Nvidia stated in a February document that officials from the United States, the European Union, and the United Kingdom are also reviewing its operations. Nvidia has stated, "Due to our position in the artificial intelligence related market, there has been an increase in interest from global regulatory agencies in our business."

句子成分分析：(划分说明)  提示：框中标识可点击

Huang Renxun stated | that he is very optimistic about the prospects (of the Blackwell platform released [by the company] [in March]), and stated | thatNvidia's AI chips provide the "lowest total cost":
although other chips may be cheaper, <considering their performance andoperating costs>, || Nvidia's chips are more economical.

句子语法结构详解：

(lowest 为 low 的最高级形式, cheaper 为 cheap 的比较级形式)

* 第1个 stated 为谓语，采用一般过去时。
* 第1个 that 为连词，引导宾语从句。
* is 为系动词作谓语，采用一般现在时。
* optimistic 为形容词作表语。
* released 为过去分词，作后置定语。
* 第2个 stated 为谓语，采用一般过去时。
* 第2个 that 为连词，引导宾语从句。
* provide 为谓语，采用一般现在时。
* although 为连词，引导让步状语从句。
* be 为系动词作谓语。
* cheap 为形容词作表语。
* considering 为现在分词。
* operating 为现在分词。
* 第2个 Nvidia 开头为陈述句。
* are 为系动词作谓语，采用一般现在时。
* economical 为形容词作表语。
* may 为情态动词。he 为人称代词主格。their 为形容词型物主代词。Nvidia's 为名词所有格。the 为定冠词。

句子相关词汇解释：

Phrase:

Vocabulary:

句子成分分析：(划分说明)  提示：框中标识可点击

This report points out the industry's reliance (on NVIDIA CUDA chipprogramming software and expresses concerns (about it)), || as it is the onlysystem (that is fully compatible [with the GPU required [for acceleratedcomputing]]).

句子语法结构详解：

* points 为谓语，采用一般现在时。动词采用第三人称单数形式。
* programming 为现在分词，作后置定语。
* as 为连词，引导状语从句。
* 第1个 is 为系动词作谓语，采用一般现在时。
* that 为关系代词，引导定语从句。
* 第2个 is 为系动词作谓语，采用一般现在时。
* compatible 为形容词作表语。
* required 为过去分词，构成“with + n. + 过去分词”复合宾语结构。
* accelerated 为过去分词作定语
* industry's 为名词所有格。the 为定冠词。

句子相关词汇解释：

Phrase:

Vocabulary:

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