利好！英伟达，盘后暴涨！科技股收高

Market Overview - On November 19, U.S. stock indices closed higher, with investors hoping that Nvidia's earnings report would alleviate concerns over inflated valuations and excessive speculation in AI stocks [1] - The Dow Jones increased by 47.03 points (0.10%) to 46,138.77, the Nasdaq rose by 131.38 points (0.59%) to 22,564.23, and the S&P 500 gained 24.86 points (0.38%) to 6,642.16 [1] Federal Reserve Insights - The Federal Reserve's October meeting minutes revealed significant divisions among officials regarding the need for a third consecutive rate cut, increasing the likelihood of maintaining rates in December to nearly 70% [2][3] - The upcoming employment data release is delayed until after the December meeting, contributing to policy uncertainty [2] Nvidia and AI Sector Performance - Nvidia's stock rose by 2.85% following the release of its Q3 fiscal 2026 earnings, which exceeded Wall Street expectations, and its guidance for Q4 revenue was also above market forecasts [5][6] - Nvidia holds an 84% market share in the independent GPU market and has a shipment volume nearly 4.5 times that of its competitor AMD, making it a key player in the AI hardware sector [5] - Analysts expect Nvidia's revenue for the August to October quarter to grow by 56% year-over-year, reaching $54.92 billion, driven by strong demand for AI chips [6] Technology Sector Dynamics - The technology and communication services sectors led the S&P 500 with gains of 0.93% and 0.72%, respectively, while energy and utilities sectors faced declines [5] - Alphabet's stock surged over 7% to a record high after the positive reception of its new AI model, Gemini, enhancing investor confidence in its competitive position in the AI field [6] Trade Deficit and Economic Data - The trade deficit narrowed from $78.2 billion to $59.6 billion in August, with economists predicting a range between $54.5 billion and $85 billion [4] - In August, imports fell by 5.1% to $340.4 billion, while exports increased by 0.1% to $280.8 billion [3]