MICROSOFT HITS $4 TRILLION — A NEW ERA OF MEGACAPS
Tech is no longer just transforming the world — it’s owning it.
With Microsoft crossing the $4 trillion market cap mark, we officially enter a new chapter in the evolution of global finance, where AI, cloud, and chips define value more than oil or industry.
The 10 Most Valuable Companies in the World (2025)
1. Nvidia – $4.41T AI hardware king. GPUs powering everything from ChatGPT to autonomous cars.
2.Microsoft – $4.00T Enterprise AI, Azure cloud, OpenAI partnership. A new digital empire.
3.Apple – $3.12T iPhones, wearables, services — and quietly entering AI health.
4.Amazon – $2.49T Retail, logistics, AWS — the invisible rails of global e-commerce.
5.Alphabet (Google) – $2.33T Search, YouTube, Android, and deep AI — still a heavyweight, but slipping.
6.Meta (Facebook) – $1.95T Social dominance + AI + mixed reality bets = investor optimism returns.
7.Saudi Aramco – $1.56T Still the oil titan. A geopolitical energy powerhouse.
9.TSMC – $1.26T The world’s most important chip foundry — critical to global supply chains.
Berkshire Hathaway – $1.02T Warren Buffett’s legacy continues. The only non-tech in the trillion-dollar club.
INVESTOR TAKEAWAY: • 7 of the Top 10 are U.S. tech giants • Chips, cloud, and AI = new pillars of value • Traditional energy and diversified finance still hold ground • TSMC = the geopolitical wildcard
MICROSOFT HITS $4 TRILLION — A NEW ERA OF MEGACAPS
Tech is no longer just transforming the world — it’s owning it.
With Microsoft crossing the $4 trillion market cap mark, we officially enter a new chapter in the evolution of global finance, where AI, cloud, and chips define value more than oil or industry.
The 10 Most Valuable Companies in the World (2025)
1. Nvidia – $4.41T
AI hardware king. GPUs powering everything from ChatGPT to autonomous cars.
2.Microsoft – $4.00T
Enterprise AI, Azure cloud, OpenAI partnership. A new digital empire.
3.Apple – $3.12T
iPhones, wearables, services — and quietly entering AI health.
4.Amazon – $2.49T
Retail, logistics, AWS — the invisible rails of global e-commerce.
5.Alphabet (Google) – $2.33T
Search, YouTube, Android, and deep AI — still a heavyweight, but slipping.
6.Meta (Facebook) – $1.95T
Social dominance + AI + mixed reality bets = investor optimism returns.
7.Saudi Aramco – $1.56T
Still the oil titan. A geopolitical energy powerhouse.
8.Broadcom – $1.39T
Semis + software acquisitions = a diversified tech giant.
9.TSMC – $1.26T
The world’s most important chip foundry — critical to global supply chains.
Berkshire Hathaway – $1.02T
Warren Buffett’s legacy continues. The only non-tech in the trillion-dollar club.
INVESTOR TAKEAWAY:
• 7 of the Top 10 are U.S. tech giants
• Chips, cloud, and AI = new pillars of value
• Traditional energy and diversified finance still hold ground
• TSMC = the geopolitical wildcard
valuation in the next decade, TSMC? Or you would rather put your $$ on Tesla?:)
看看财报及其预期，即便砍一半盈利按照12%增长PE按20倍
就是因为地域风险，这家在高端制成领域目前无竞争对手的公司才如此便宜
台积电也就是总部在台湾，主要股东都是外资