大利好，全线暴涨

Group 1 - Nvidia's third-quarter earnings and revenue exceeded Wall Street expectations, with a projected revenue of approximately $65 billion for the current quarter, surpassing analysts' previous estimate of $61.66 billion [4] - Nvidia's net profit for the third quarter increased by 65% year-on-year, rising from $19.31 billion (earnings per share of $0.78) in the same quarter last year to $31.91 billion (earnings per share of $1.30) [4] - Analysts believe Nvidia's strong performance and guidance will alleviate market concerns about an AI bubble, positively impacting the earnings expectations for the entire sector, including major GPU suppliers like TSMC and memory suppliers like SK Hynix and Samsung Electronics [4] Group 2 - Asian markets surged on November 20, driven by technology stocks, with the Nikkei 225 index rising by 2.65%, the KOSPI index increasing by 1.92%, and the Taiwan Weighted Index gaining over 3% [2][3] - In South Korea, Nvidia's suppliers SK Hynix and Samsung Electronics saw their stock prices rise by 1.6% and 4.25%, respectively [4] - Tokyo Electron, a semiconductor manufacturing equipment manufacturer, rose by over 5%, while SoftBank Group, the parent company of Arm, jumped more than 8% in early trading [6] Group 3 - The A-share market experienced slight fluctuations, with the Shanghai Composite Index falling by 0.4%, the Shenzhen Component Index dropping by 0.76%, and the ChiNext Index declining by 1.12% [12] - Bank stocks continued to perform strongly, with China Bank and Industrial and Commercial Bank reaching new highs, reflecting a positive sentiment in the banking sector [12][15] - The real estate sector showed gains, supported by analyst comments on policies aimed at promoting new home sales and boosting development investment [12][16] Group 4 - Lithium mining stocks continued to strengthen, with Daway Co. hitting the daily limit [18] - Computing hardware stocks saw a surge, with Zhongfu Circuit reaching the daily limit [19] - Consumer stocks collectively declined, with several companies experiencing significant drops in their stock prices [20]