Nvidia(US:NVDA) Zhi Tong Cai Jing·2025-11-20 02:02Core Insights - Nvidia's stock performance has positively influenced related stocks, with significant increases in companies like 汇聚科技 (6.99%), 英诺赛科 (5.36%), 鸿腾精密 (4.28%), and 嘉利国际 (4.74%) following Nvidia's strong quarterly report [1] Financial Performance - Nvidia reported third-quarter revenue of $57 billion, a 62% year-over-year increase, surpassing market expectations [1] - The net profit for the same period was $31.9 billion, reflecting a 65% year-over-year growth [1] - The GAAP gross margin stood at 73.4% [1] - The data center business, a core revenue source for Nvidia, achieved record revenue of $51.2 billion, up 66% year-over-year, exceeding market forecasts [1] CEO Commentary - Nvidia's CEO Jensen Huang addressed concerns about an 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 revealed that sales of the Blackwell chip exceeded expectations and that cloud GPUs are sold out, indicating a significant acceleration in demand for computing power for both training and inference [1] - The company is experiencing a "virtuous cycle" in AI demand, with exponential growth in computing needs [1]