Nvidia(US:NVDA) Xin Lang Ji Jin·2025-11-20 02:11Group 1 - Nvidia reported impressive Q3 results for FY2025, with revenue reaching $57.01 billion, significantly exceeding market expectations of $54.92 billion, and maintaining a high year-over-year growth rate [1] - The company's data center revenue surpassed $50 billion for the first time, reaching $51.2 billion, which is a 66% year-over-year increase, and also above analyst estimates of $49.09 billion [1] - Nvidia's forecast for the current quarter anticipates revenue growth to $65 billion, well above the market expectation of $61.66 billion, indicating strong demand for AI computing power [1] Group 2 - The AI trend is clear, with significant capital expenditure growth from domestic and international cloud vendors, leading to strong inflows into the AI-focused ETF (159363) which has over 54% exposure to optical modules [2] - The demand for 800G optical modules is expected to continue growing rapidly, with significant increases projected for 1.6T and 3.2T module shipments, highlighting the ongoing upgrades in GPU and ASIC technology [4] - The first AI-focused ETF on the ChiNext market is recommended for investment, with over 70% of its portfolio allocated to computing power and over 20% to AI applications, effectively capturing the AI theme market [4]