Nvidia(US:NVDA) Mei Ri Jing Ji Xin Wen·2025-11-21 01:19Core Insights - The article highlights the strong performance of NVIDIA in its recent quarterly earnings report, indicating significant growth in revenue and expectations for future performance [2][3] - The AI sector continues to show robust trends, with advancements in AI models like Google's Gemini 3 Pro, which outperforms previous models in various benchmarks [4] - The semiconductor and memory markets are experiencing price increases, particularly in DDR memory, driven by rising demand and changes in server memory specifications [5][6] Group 1: NVIDIA Performance - NVIDIA reported Q3 FY26 revenue of $57 billion, a year-over-year increase of 62% and a quarter-over-quarter increase of 22% [2] - Data center revenue reached $51.2 billion, exceeding market expectations of $49.7 billion [2] - The guidance for Q4 revenue is set at a midpoint of $65 billion, which is nearly 5% higher than analyst expectations and represents a year-over-year growth of over 65% [2] Group 2: AI Developments - Google's Gemini 3 Pro has shown significant improvements over its predecessor, achieving top scores in major AI benchmarks [4] - The model demonstrated advanced reasoning capabilities and set new standards in mathematical performance [4] Group 3: Semiconductor and Memory Market Trends - Flash wafer prices remain stable, while DDR memory prices are increasing, with DDR4 memory prices doubling in some retail channels [5] - Recent data shows DDR4 16Gb 3200 prices increased by 16.67% to $28, and DDR5 16Gb Major prices rose by 20% to $18 [6] - The electronic sector shows a significant overweight in fund holdings, with a 26.4% market value share in Q3 2025, indicating strong investor interest [5][8]