Nvidia(US:NVDA) 智通财经网·2025-11-20 02:01Core Viewpoint - Nvidia's stock performance has positively influenced related stocks, with significant gains observed in companies like 汇聚科技, 英诺赛科, 鸿腾精密, and 嘉利国际 following Nvidia's strong quarterly earnings report [1] Financial Performance - Nvidia reported third-quarter revenue of $57 billion, a 62% year-over-year increase, surpassing market expectations [1] - Net profit for the same period reached $31.9 billion, reflecting a 65% year-over-year growth [1] - The gross margin (GAAP) stood at 73.4% [1] Business Segments - The data center business generated record revenue of $51.2 billion in the third quarter, marking a 66% year-over-year increase and exceeding market forecasts [1] CEO Insights - Nvidia's CEO Jensen Huang commented on the AI bubble, stating that the current situation is fundamentally different from the internet bubble era, emphasizing that AI is transforming existing workloads without signs of a bubble [1] - Huang also noted that sales of the Blackwell chip exceeded expectations, and cloud GPUs are sold out, indicating a significant and accelerating demand for computing power in both training and inference [1] - The company is entering a "virtuous cycle" in AI development, with exponential growth in computing needs [1]