科技要反转了吗？

Group 1 - The core viewpoint of the article revolves around the impact of NVIDIA's earnings report on the global technology sector, suggesting a potential recovery in the market following the report [3]. - NVIDIA's Q3 revenue increased by 60% year-over-year, indicating strong performance, but the company faces capacity constraints rather than a lack of orders [3]. - Following the earnings report, NVIDIA's stock surged by 6%, recovering approximately 15% of its previous decline from peak levels [3]. Group 2 - The article questions whether the technology sector has fully recovered from previous downturns, noting that skepticism regarding the high valuations in the AI sector persists despite NVIDIA's strong performance [3]. - There is mention of a broader market reaction, with stocks of NVIDIA's supply chain partners in China and related technology sectors in Japan and South Korea also experiencing gains [3]. - The article hints at ongoing market pressures and discusses the potential timeline for when these pressures might ease, although specific details are not provided [5].