财报亮眼却难挽颓势！英伟达为何救不了AI板块？

Group 1 - Nvidia reported its Q3 2025 earnings with revenue and net profit exceeding expectations, projecting $500 billion revenue visibility from future Blackwell and Rubin chips [1] - Despite Nvidia's strong performance, the AI sector in the US stock market did not recover, with related stocks experiencing a collective decline the following day [1] - The cooling of the AI sector is attributed to multiple factors, including concerns over OpenAI's solvency and its substantial collaborations with cloud providers and chip companies exceeding current revenues [3] Group 2 - Nvidia faces challenges such as rising inventory levels and deferred revenue models, raising investor concerns about potential revenue gaps if future orders slow down [3] - Some analysts argue that the increase in inventory is a strategic move to ensure capacity and address supply chain competition [3] - Google's release of the Gemini 3 model, which outperforms ChatGPT and is based on self-developed TPU training, reduces market dependence on Nvidia's chips, further impacting sector sentiment [3]