特朗普当选以来，哪支标普成份股涨幅最大？

去年11月，唐纳德·特朗普当选之后，投资者对其商业友好的平台充满了期待，使银行股和工业股大幅上涨，但九个月后，芯片制造商英伟达却成为标准普尔500指数上表现最佳的股票。

受益于游戏业以及比特币挖矿行业的大幅增长，英伟达股价上涨了133%，而整体指数同期涨幅为16%。相比之下，在特朗普当选一个月后，表现最佳的股票是石油公司Transocean。

英伟达股价上涨，正值特朗普的部分议程在国会受阻的时期，包括取代《平价医疗法案》的计划。虽然高盛（比大选后的最高点下跌了9%）和私人监狱公司Corecivic（下跌29%）等曾在大选后上涨的股票，拖累了整体行情，但在科技股的拉动下，美国股市仍不断创下新高。

英伟达成为标准普尔500指数表现最佳的股票，这并不新鲜。英伟达不止是标准普尔500指数过去一年表现最佳的股票（涨幅192%），在过去四年同样表现最佳（涨幅1,087%）。而且其上涨趋势还会继续下去：预计英伟达主要收入来源视频游戏行业的规模，在2017年将扩大到1,090亿美元。另外，英伟达还在扩张自动驾驶汽车和人工智能业务。

其在2016年的销售额增长了38%，达到69亿美元，最近加密电子货币的价格上涨，还可能进一步增加英伟达的销售额。自2017年年初至今，加密电子货币的总市场价值已经从1,060亿美元上涨到1,239亿美元，因为考虑到地缘政治的不稳定性，许多人认为数字货币是比个别法定货币更安全的资产。虽然英伟达并未披露加密电子货币挖矿公司为其贡献了多少收入，但杰富瑞集团的分析师马克·里帕西斯在上周二的研究报告中表示，加密电子货币挖矿公司使用英伟达的芯片挖矿，将提升英伟达周四公布的业绩。

在英伟达公布业绩报告之前，其股价下跌了3%。但据路透社表示，分析师仍预计截至7月份的一个季度，英伟达的收入将达到19.6亿美元，每股收益70美分。（财富中文网）

译者：刘进龙/汪皓

While investors banking on Donald Trump's business-friendly platform sent bank and industrial stocks soaring following his election win in November, roughly nine months later, Chipmaker Nvidia has become the best performing stock on the S&P 500 Index.

Thanks to a surge in gaming and, to some extent, bitcoin mining, Nvidia stock has gained 133% as the wider index jumped 16% in the same period. For comparison, the best performer a month after Trump's election was oil company Transocean.

Nvidia's rise comes as parts of Trump's agenda, including plans to replace the Affordable Care Act, has stalled in Congress. While some post-election winners such as Goldman Sachs (which has fallen 9% off its post-election high) and private prison Corecivic (down 29%) have pared some of those gains, tech stocks have helped push the U.S. stock markets into continual new highs.

Nvidia's top spot on the S&P 500 is nothing new. Not only has the stock been the best performer on the S&P 500 over the past year—rising 192%—but it's been the best performing S&P 500 stock over the past four years, up 1,087% in that time. And these gains could continue: The company's main source of revenue, the video game industry, is expected to grow to $109 billion in revenue in 2017. Nvidia also expanded into self-driving cars and artificial intelligence.

The company's sales, which rose 38% to $6.9 billion in 2016, may also be getting a more recent boost from the rise of cryptocurrencies. The total market value of cryptocurrencies has risen by $106 billion to $123.9 billion since the start of 2017, as some look to digital coins as a safer asset than some fiat currencies amid geopolitical instability. While Nvidia does not disclose exactly how much of its revenue can be attributed to cryptocurrency miners, Jefferies analyst Mark Lipacis said in a Tuesday research note that cryptocurrency miners seeking Nvidia chips to power their transactions could lift the firm's earnings on Thursday.

Ahead of Nvidia's earnings report, shares were down 3%. But, according to Reuters, analysts are still expecting Nvidia to report revenue $1.96 billion and earnings per share of 70 cents for the quarter ending July.