Group 1 - The Dutch government has welcomed the suspension of the administrative order against ASML, indicating a willingness for sincere cooperation with China [2] - Nvidia reported Q3 revenue of $57 billion, a 62% year-over-year increase, with data center revenue at $51.2 billion, exceeding expectations [2] - Nvidia's Q4 revenue outlook is approximately $65 billion, significantly higher than the analyst average estimate of $61.6 billion [2] Group 2 - The U.S. stock market rebounded after four consecutive days of decline, with the Dow Jones up 0.10%, S&P 500 up 0.38%, and Nasdaq up 0.59% [3] - Nvidia's stock surged nearly 3%, adding $125.4 billion to its market capitalization due to its strong earnings report [3] - Chinese concept stocks mostly declined, with the Nasdaq Golden Dragon China Index down 1.53% [3] Group 3 - Brookfield Asset Management is collaborating with Nvidia and the Kuwait Investment Authority to raise $10 billion for a global AI infrastructure initiative [10] - Nokia announced a major strategic restructuring, focusing on AI data center connectivity, aiming to increase operating profit to €2.7-3.2 billion by 2028 [11] - Nvidia is shifting its AI server memory chips from traditional DDR5 to low-power LPDDR chips, which may double server memory prices by the end of 2026 [12] Group 4 - CICC plans to acquire Dongxing Securities and Xinda Securities through a stock swap, with trading of its A-shares suspended starting November 20, 2025 [9] - Adobe is nearing a $1.9 billion acquisition of search engine marketing company Semrush [13] - Faraday Future's founder Jia Yueting has established a second creditor trust to expedite repayment of domestic debts [20]
早报(11.20) | 盘后暴涨!英伟达财报“炸裂”,黄仁勋直言卖爆了!美俄被曝绕开乌克兰“秘密磋商”;美联储降息严重分歧!