Nvidia(US:NVDA) Mei Ri Jing Ji Xin Wen·2025-10-29 08:57Group 1 - A-shares in multiple sectors performed well, with notable gains in non-ferrous metals and brokerage sectors [1] - Nvidia's CEO Jensen Huang showcased the next-generation Vera Rubin super GPU at the GTC conference, which has completed lab testing and is expected to enter mass production by next year [1] - Nvidia shipped 6 million Blackwell GPUs over the past four quarters, with projected cumulative revenue from Blackwell and Rubin GPUs exceeding $500 billion by fiscal year 2026, significantly higher than previous market expectations [1] Group 2 - Goldman Sachs highlighted that the $500 billion revenue target for Nvidia's GPUs is 12% above market consensus and 10% higher than Goldman Sachs' own previous forecast [1] - The competition in the stock simulation event has seen participants achieving returns exceeding 60%, indicating strong market engagement [2] - Participants in the competition are optimistic about sectors such as brokerage, liquid cooling, and upstream materials related to M9-grade copper-clad laminates [5]