Nvidia(US:NVDA) Sou Hu Cai Jing·2025-11-20 01:16Group 1 - The Federal Reserve's interest rate cut probability has significantly decreased due to the delay in non-farm payroll data, impacting global liquidity expectations and increasing short-term market volatility [3] - Nvidia reported a remarkable quarterly revenue of $57 billion, a 62% year-over-year increase, with next quarter guidance reaching $65 billion, indicating sustained global demand for AI computing power [3][4] - The merger of CICC with Dongxing Securities and Xinda Securities signals a key industry consolidation trend, highlighting the increasing advantages of leading brokerage firms as the market matures [4] Group 2 - The Ministry of Industry and Information Technology's initiative to improve computing resource efficiency aligns with Nvidia's strong performance, suggesting long-term opportunities in both international and domestic computing sectors [4] - The surge in new private equity registrations and significant net subscriptions in equity ETFs indicates a growing confidence among investors in the market's medium to long-term prospects [4] - The strategic partnership between Saudi Arabia and the U.S. in AI and semiconductor infrastructure underscores the global competition in the AI and computing sectors [4] Group 3 - Long-term investment strategies should focus on core sectors such as global computing leaders like Nvidia and domestic alternatives supported by government policies [5] - Attention should be given to industry consolidation opportunities, as leading companies across various sectors are expected to strengthen [5] - Investors are advised to remain focused on industry trends and capital flows rather than being swayed by short-term market fluctuations [5]