就在明天，全球最瞩目的财报要来了

Core Viewpoint - Investors are eagerly awaiting Nvidia's Q3 2026 financial report to assess whether the AI boom is accelerating or cooling down [3]. Group 1: Market Impact - Nvidia's stock price is expected to experience significant volatility post-earnings, with options market indicating a potential 7% price swing, which could translate to a market cap change of $320 billion [4]. - This potential market cap fluctuation would mark the largest single-day market cap change for Nvidia following an earnings report in its history [4]. - Historically, Nvidia's stock has averaged a 7.3% price change the day after earnings reports over the past 12 quarters, with the upcoming report expected to exceed the previous record of $276 billion in market cap increase [4]. Group 2: AI Market Position - Nvidia's GPUs dominate the market for training large language models and other AI applications, making it a key player in the AI investment landscape [7]. - Despite a year-to-date stock price increase of over 30%, Nvidia's shares have declined approximately 10% since reaching an all-time high at the end of October, partly due to sell-off news from major investors [7]. Group 3: Broader Economic Implications - Nvidia's performance is crucial not only for its own stock but also for the broader semiconductor industry and AI infrastructure market, potentially influencing $10 trillion worth of related transactions [8]. - As a significant component of the S&P 500, Nvidia's earnings could impact corporate investment trends and AI-related spending across the technology sector [8]. - The recent sell-off in the tech sector reflects investor concerns about the sustainability of AI stock gains and the high valuations of tech stocks that have driven market increases this year [9].