券商中国·2025-11-19 15:09Core Viewpoint - The article highlights the significant surge in stock prices of major AI companies, particularly Google and Nvidia, driven by the release of Google's new AI model, Gemini 3, and the anticipation of Nvidia's upcoming earnings report [2][4][6]. Group 1: Google's Performance - Google's stock price soared over 6%, reaching a historic high, with a market capitalization surpassing $3.6 trillion following the launch of its AI model, Gemini 3 [4]. - Gemini 3 is described as Google's most intelligent model to date, featuring enhanced reasoning capabilities and a deeper understanding of human intent [4]. - The model's success is reflected in its ranking at the top of the "Large Model Arena" leaderboard, with notable endorsements from industry leaders like Sam Altman and Elon Musk [5]. Group 2: Nvidia's Anticipated Earnings - Nvidia is set to release its earnings report for Q3 of fiscal year 2026, with analysts expecting a significant performance exceeding market expectations [6][8]. - Analysts predict Nvidia's Q3 adjusted EPS to be $1.26, with revenue projected at $55.2 billion, representing year-over-year growth of 55% and 57% respectively [8]. - The performance of Nvidia is viewed as critical for the broader market, with potential implications for corporate investment and AI-related spending trends [7][8].