海外科技周报：市场情绪高涨，加密核心资产剑指十万美元

Investment Rating - The report does not provide a specific investment rating for the industry [3] Core Insights - The report indicates that the core assets in the cryptocurrency market are approaching the $100,000 mark, suggesting that a bullish phase in the crypto market has begun [4] - The total market capitalization of cryptocurrencies has significantly increased, reaching $3.3 trillion as of November 22, 2024, up from $2.92 trillion the previous week [36] - The sentiment in the cryptocurrency market is currently in an "Extreme Greed" zone, with a fear and greed index of 88 [36] Summary by Sections Web3 and Cryptocurrency Market - The report highlights that the core assets in the cryptocurrency market have recorded a net inflow of $3.353 billion this week, with prices hitting new highs [1] - The report notes that the launch of options for the BlackRock cryptocurrency ETF has been well-received by investors, contributing to the price increase of core assets [1] - The report identifies the top five companies in the cryptocurrency market based on performance this week: Boyaa Interactive, Microstrategy, Marathon Patent Group, Canaan, and Core Scientific [1][42] Overseas AI - NVIDIA reported a record revenue of $35.08 billion for FY3Q25, with a year-over-year increase of 94% and a quarter-over-quarter increase of 17% [26] - The gross margin for NVIDIA has started to decline, expected to be around 73% for FY4Q25, primarily due to a shift towards more complex and higher-cost products [26] - The report mentions that the data center business for NVIDIA continues to grow rapidly, achieving $30.77 billion in revenue for FY25Q3, a year-over-year increase of 112% [27]