Nvidia(US:NVDA) Xin Lang Cai Jing·2025-11-20 02:56Group 1 - The semiconductor industry index decreased by 1.42% as of November 20, 2025, with mixed performance among constituent stocks, where Tianyue Advanced led with a 5.78% increase, while Shenkong Co. fell by 5.40% [1] - The semiconductor industry ETF (159582) dropped by 1.52%, with the latest price at 2.08 yuan, but has seen a cumulative increase of 0.38% since the beginning of November [1] - The trading volume for the semiconductor industry ETF was 21.09 million yuan, with a turnover rate of 5.39% [1] Group 2 - NVIDIA reported third-quarter revenue of $57.01 billion, a 62% year-over-year increase, exceeding market expectations of $55.19 billion, and projected fourth-quarter revenue of approximately $65 billion [2] - The data center revenue for NVIDIA in the third quarter was $51.2 billion, up 66% year-over-year, also surpassing market expectations [2] - NVIDIA's adjusted operating profit for the third quarter was $37.75 billion, a 62% increase year-over-year, with R&D expenses rising by 39% to $4.71 billion [2] Group 3 - Domestic wafer foundries are expected to achieve larger-scale production in mature and specialty process nodes due to increased AI computing demand and international leaders adjusting production capacity [3] - SMIC's capacity utilization rate rose to 95.8% in Q3 2025, with a gross margin increase of 1.6 percentage points to 22.0%, indicating strong domestic customer demand [3] - The CSI Semiconductor Industry Index includes up to 40 listed companies involved in semiconductor materials, equipment, and applications, reflecting the overall performance of the semiconductor core industry [3]