Nvidia(US:NVDA) 中国基金报·2025-11-20 00:22Group 1: Market Overview - The three major U.S. stock indices closed higher, with the Dow Jones up 0.1%, S&P 500 up 0.38%, and Nasdaq up 0.59% [7] - The Nasdaq China Golden Dragon Index fell by 1.54%, with notable declines in Chinese electric vehicle stocks such as Xpeng down 6.43%, NIO down 3.85%, and Li Auto down 3.27% [10] Group 2: Nvidia's Financial Performance - Nvidia's latest quarterly earnings exceeded expectations, with Q3 revenue reaching $57 billion, up from $35.08 billion year-over-year, driven by a 66% increase in data center revenue to $51.2 billion [15][19] - Nvidia's stock rose by 2.85% to $186.52 per share, with a market capitalization of $453.24 billion, and it saw a post-market surge of 4.3% [13] - CEO Jensen Huang highlighted record sales of the Blackwell GB300 chip, contributing significantly to revenue, and noted that all cloud GPU units were sold out [19] Group 3: Federal Reserve Insights - The probability of a 25 basis point rate cut by the Federal Reserve in December has decreased to 30%, down from 50.1% prior to the release of the meeting minutes [24] - The minutes revealed a significant divide among policymakers regarding the necessity of a rate cut, with many officials believing there is insufficient reason for a reduction [21][20]