Nvidia(US:NVDA) Mei Ri Jing Ji Xin Wen·2025-11-20 02:16Group 1 - A-shares experienced a slight increase on November 20, with the non-ferrous metals and building materials sectors leading the gains, while beauty care and retail sectors lagged behind [1] - Nvidia reported impressive Q3 earnings, with revenue reaching $57 billion, a 62% year-over-year increase, and data center revenue at $51.2 billion, exceeding expectations [1] - Nvidia's Q4 revenue forecast is approximately $65 billion, significantly higher than analyst expectations, leading to a post-earnings stock price increase of over 5% [1] Group 2 - Industry analysts at Industrial Securities highlight the potential for valuation recovery in the AI hardware sector, particularly in response to Nvidia's earnings report and expectations of overseas interest rate cuts [2] - Key areas of focus include overseas computing power (PCB, optical modules), domestic computing power (semiconductor supply chain, storage), and consumer electronics [2] Group 3 - Relevant ETFs include the Sci-Tech Innovation 50 ETF (159783), which targets high elasticity sectors such as semiconductors, communication equipment, batteries, and photovoltaic equipment [3] - The Cloud Computing 50 ETF (516630) focuses on popular computing power concepts, covering optical modules, computing leasing, data centers, AI servers, and liquid cooling [3]