Core Viewpoint - Nvidia's recent third-quarter earnings report for fiscal year 2026 indicates strong performance in the AI market, with revenue and profit exceeding analysts' expectations, suggesting sustained momentum for the company in the AI sector [1][2]. Financial Performance - Nvidia reported a record revenue of $57 billion for the third quarter, marking a 62% increase year-over-year, and a net income of over $31 billion, reflecting a 65% gain [5]. - The company anticipates fourth-quarter revenue of $65 billion and an increase in gross margin to 74.8% from 73.4% in the third quarter on a GAAP basis [5]. Historical Context - Nvidia has evolved from serving the video gaming market to becoming a dominant player in the AI chip market, with annual revenue growing from approximately $27 billion to over $130 billion in the latest fiscal year due to its strategic positioning in AI [4]. Growth Trends - Despite previous quarters showing a slowdown in year-over-year revenue growth, the latest quarter's 62% growth indicates a potential reacceleration, contrasting with the previous quarter's 56% growth [8][10]. - Historical revenue growth rates show fluctuations, with Nvidia experiencing significant growth in earlier quarters, but the recent uptick suggests that the company can still achieve substantial growth [9][10]. Market Position - Nvidia's early entry into the AI chip market has established it as a market leader, providing not only GPUs but also complete systems for AI applications, which positions the company favorably for future growth [5][10]. - The demand for Nvidia's products continues to exceed supply, indicating a robust market environment for the company [12].

[文/观察者网 熊超然]当地时间11月20日，带着亮眼的第三季度财报，英伟达创始人兼首席执行官黄仁 勋做客福克斯商业频道，却依旧高兴不起来。 "美国公司无法参与其中，这真的很遗憾。这是一个非常重要的收入来源，"黄仁勋强调： "这笔收入将 使我们能够加大投资力度，加快投资速度，所以我希望我们有机会重返（中国）市场。但目前，我们只 能假设收入为零。" 黄 仁勋做客福克斯商业频道节目 视频截图 与此同时，黄仁勋敦促中美两国改善贸易关系，他认为进入中国市场对于美国在AI领域的竞争力至关 重要，美国必须重新获得进入中国市场的机会，才能保持其全球地位。 "很明显，美国确实需要重返中国市场才能在那里参与竞争，"黄仁勋说："这对美国人民有益，对美国 科技产业有益。而且，我们能够在中国参与竞争，也有助于我们在全球范围内取得成功。" 黄仁勋认为，更容易获得美国技术，也将让中国从中受益。"这对他们的生态系统有好处，这对他们的 产业也有好处，所以，我们会继续努力，争取让两国政府都了解情况。" 当地时间11月19日，美国芯片制造商英伟达公司发布今年第三季度财报，在截至10月26日的三个月内， 其总营收同比增长62%，达到创纪录的570 ...

Hon Hai Precision Industry Co. aims to spend an initial $1 billion to $5 billion growing its US manufacturing footprint, propelling an expansion aimed at sating the enormous needs of AI sector leaders Nvidia Corp. and OpenAI. Also known as Foxconn, the Taiwanese company on Friday unveiled a partnership with OpenAI on server design and production. The two will work closely together to resolve the particular pain points of getting artificial intelligence data centers up and running over the key first few mo ...

Well, I [snorts] have to hand it to you. >> Oh, don't hand anything to me. >> I it trust me, it is a it is a begrudging handing it to you, but [laughter] I can deny we were sitting here yesterday at this time and you very clearly made the point that looking at Nvidia's numbers, yeah, they were great for Nvidia, but what did we learn in those numbers that justified the massive rally that we saw and few hours later, lo and behold, a stunning reversal.>> Um, I I will go over my point one more time. Thank you f ...

Core Insights - The article discusses the recent surge in the U.S. stock market, particularly driven by the AI revolution, with the Dow Jones Industrial Average reaching a historical high of 48,431.57 points, up 46% since the beginning of 2023, and the Nasdaq index doubling with a 131.25% increase [4]. - Major tech companies like Microsoft, Apple, and Nvidia have seen significant stock price increases, with Nvidia's stock price soaring over 1300%, making it the first company to surpass a market capitalization of $5 trillion [4][20]. - Notably, several prominent investors, including Nvidia's CEO Jensen Huang and Bill Gates, have been reducing their stakes in their respective companies, indicating a potential shift in market sentiment [5][20]. Group 1: Market Performance - The Dow Jones Industrial Average reached a historical high of 48,431.57 points, marking a 46% increase since the start of 2023 [4]. - The Nasdaq index hit a record high of 24,019.99 points, reflecting a 131.25% increase since the beginning of the year [4]. - Major tech stocks, including Microsoft and Apple, have seen their market capitalizations rise to around $4 trillion each, while Alphabet's market cap has surpassed $3.5 trillion [4]. Group 2: Investor Actions - Jensen Huang has sold a total of 8.297 million shares of Nvidia, reducing his holdings to below 70 million shares, with the sold shares valued at approximately $15.48 billion [16]. - Bill Gates' foundation sold 17 million shares of Microsoft, reducing its stake by 65%, with Microsoft now representing only 13.01% of the foundation's portfolio [19]. - Notable investors like段永平 have also reduced their positions in Nvidia by 38.04%, while Masayoshi Son has completely exited his Nvidia holdings [22][24]. Group 3: Company Financials - Nvidia reported a revenue of $130.5 billion for the fiscal year ending January 26, 2025, with a growth rate of 114% and a gross margin of 75% [14]. - For the first two quarters of the fiscal year 2026, Nvidia's quarterly revenues were $44.1 billion and $46.7 billion, showing year-on-year growth of 69% and 56%, respectively [14]. - In comparison, Apple's revenue for the fourth fiscal quarter of 2025 was $102.466 billion, with a growth rate of 7.94%, while Alphabet's revenue for the third fiscal quarter was $102.346 billion, growing at 16% [12].

LIVE Dow Rises Nearly 500 Points Last Updated: 1 day ago Bitcoin Hits 7-Month Low Amid Renewed Fears Over AI Bubble By Renae Dyer, Dow Jones Newswires "Adding to the negative backdrop for crypto were lingering questions over the crypto market structure bill that's being worked on in Congress," Deutsche Bank analysts said in a note. Topics Memberships Subscribe to Barron's Tools Customer Service Customer Center Network Cryptocurrencies Data Magazine Markets Stock Picks Barron's Live Roundtable Barron's Stock ...

英伟达CEO黄仁勋在昨天的一次全体会议上就公司业绩表现发表讲话。黄仁勋表示，市场并不欣赏英伟达的亮眼成绩，在“AI泡沫”的讨论背景下，公司无论如何都会陷入“怎么都赢不了”的舆论处境。“如果我们交出优秀的季度成绩，那外界就会说我们助推‘AI泡沫’；如果业绩糟糕的话外界又会说‘AI泡沫’要破裂了”。外汇交易员 (@myfxtrader):英伟达CEO黄仁勋表示，公司最新一代Blackwell架构的芯片销量远超预期，云端GPU已售罄；“训练和推理的计算需求持续加速增长，均呈指数级增长。我们已进入AI的良性循环”；关于AI泡沫的说法很多，但从英伟达的角度看截然不同。🗒️继续反驳AI泡沫论，安抚市场对AI泡沫和需求放缓的担忧。 ...

These stocks have each generated returns of more than 11,000% in the past decade.If you invest for the long term and are willing to be patient, you can generate life-changing returns. As long as you have the mindset that you're buying and holding for the future rather than looking for quick wins, that can ensure you have the right temperament when picking good growth stocks to own for your portfolio. It's also a much safer strategy than simply trying to chase the latest hot stocks, which can result in losse ...

黄仁勋罕见地承认，英伟达如今面临一个无解困境：业绩出色会被指控助推AI泡沫，业绩不佳则被视为泡沫破裂的证据。 全球市场陷入"AI泡沫"争论之际，即便是最成功的英伟达，也正面临着前所未有的审视压力。作为AI基础设施的核心供应商，英伟达的一举一动都被视 为整个行业健康状况的晴雨表。 据Business Insider周五报道，英伟达首席执行官黄仁勋在周四的内部会议上坦言， 尽管公司交出了"令人难以置信的"成绩单，但"市场并不领情"。 这 位芯片巨头掌门人罕见地承认，英伟达如今面临一个无解困境：业绩出色会被指控助推AI泡沫，业绩不佳则被视为泡沫破裂的证据。 黄仁勋在会上表示， 市场对英伟达的预期已经高到令公司陷入某种"无赢局面"。 他直言： "如果我们交出糟糕的季报，哪怕只是差一点点，看起来有 一点点不稳，整个世界就会崩溃。" 他还引用了一些帖子称英伟达的业绩正在帮助美国避免经济衰退，凸显出市场已将这家芯片制造商视为宏观经济健康的关键指标。 英伟达周三公布的财报显示，三季度营收加速增长62%，本季指引再超预期。黄仁勋在财报发布时反驳了关于AI泡沫日益增长的论调。然而，市场反应 却反复无常：股价周三上涨（一度超过6% ...

报告导读： 随着英伟达在服务器端大幅提升对 LPDDR 的需求，围绕先进芯片出现了更广 泛、更长期的风险因素，从而向整个消费电子市场外溢。 行业观点及投资建议。 英伟达近期决定更换所用内存芯片类型，以降低 AI 服务器的功耗成本，将服务器常用的 DDR5 替换为 LPDDR ，以低功耗 LPDDR 替代传统基于 DDR5 的 RDIMM 。随着英伟达在服务器端大幅提升对 LPDDR 的需求，内存报价有望持续提升，并向消费电子市场外溢。给予行业"增持"评 级。 LPDDR 或将替代传统基于 DDR5 的 RDIMM 方案，以降低 AI 服务器功耗成本。 根据 Counterpoint Research ，英伟达近期决定更换所用内存芯片类型， 以降低 AI 服务器的功耗成本，将服务器常用的 DDR5 替换为 LPDDR ，以低功耗 LPDDR 替代传统基于 DDR5 的 RDIMM 。由于 AI 服务器对应的内存单 机价值量远超智能手机，这一变更预计将催生行业需求显著提升。我们认为，由于 LPDDR 通常在手机等消费电子移动终端中应用，此次企业级方案替换或将 进一步传导影响消费级内存产能供给。 SOCAMM 性能 ...