Ge Long Hui·2025-11-24 03:13Core Viewpoint - Nvidia reported a significantly better-than-expected quarterly performance, with Q3 revenue reaching $57 billion, representing a 62% year-over-year increase and a 22% quarter-over-quarter increase, surpassing market expectations and company guidance by 3% and 6% respectively [1] Group 1: Financial Performance - Q3 revenue of Nvidia was $57 billion, a 62% increase year-over-year and a 22% increase quarter-over-quarter, exceeding market expectations and company guidance [1] - Non-GAAP gross margin was 73.6%, slightly below market expectations but marginally above company guidance, with a quarter-over-quarter increase of 1.0 percentage points [1] Group 2: Market Outlook - The report indicates that Nvidia's strong execution and guidance have alleviated market concerns regarding an AI bubble [1] - The company maintains an optimistic outlook for the AI industry, predicting that the AI supply chain will continue to outperform the market until 2026 [1] Group 3: Investment Recommendations - The report reaffirms "buy" ratings for companies such as Zhongji Xuchuang and Shengyi Technology, based on the positive outlook for the AI sector [1]