Nvidia(US:NVDA) 聪明投资者·2025-11-19 07:04Core Viewpoint - Nvidia's upcoming Q3 earnings report is highly anticipated, with expectations of a significant increase in GAAP earnings per share compared to the previous quarter [2]. Group 1: Market Sentiment and Investor Behavior - The recent exit of major investors like SoftBank and Peter Thiel has created a tense atmosphere in the market, affecting confidence in AI investments [3]. - Despite short-term market fluctuations, long-term investors like Berkshire Hathaway and Baillie Gifford are still making significant investments in tech giants, indicating a belief in the sector's future [5][6]. - Baillie Gifford's investment manager highlighted Nvidia's consistent revenue growth over the past three years, emphasizing a long-term perspective rather than focusing solely on quarterly results [6]. Group 2: Nvidia's Leadership and Vision - Jensen Huang, Nvidia's CEO, has been recognized for his visionary leadership, recently receiving the Hawking Professorship Award from Cambridge University [7]. - Huang emphasized the importance of courage, intellectual honesty, and humility in leadership, which he believes are crucial for navigating the challenges of the AI revolution [9][150]. - Nvidia's mission is to ignite the success of others by providing the necessary tools and infrastructure for AI development, positioning itself as a key player in the ongoing technological transformation [21][110]. Group 3: Technological Advancements and Future Potential - Nvidia is at the forefront of a significant technological shift, with AI becoming an integral part of global infrastructure, akin to energy and the internet [19]. - The company is pioneering advancements in AI that could revolutionize various fields, including drug design and materials science, by enabling computers to understand and process complex biological data [90][96]. - Huang believes that the future of drug discovery will evolve into a more structured "drug design" process, leveraging AI to enhance efficiency and effectiveness in pharmaceutical research [96][102]. Group 4: Investment and Collaboration - Nvidia has announced substantial investments in the UK and South Korea, aiming to bolster AI ecosystems in these regions and support innovative projects [110][123]. - The company's strategy focuses on collaboration with local industries to harness AI's potential for transforming traditional sectors and addressing labor shortages [130]. - Huang's vision includes creating a supportive environment for researchers and entrepreneurs, emphasizing the importance of collective success in driving technological advancements [111][117].