机构认为，市场长期震荡上行趋势仍有望延续。 【财经日历】 中国11月LPR 2025世界计算大会（长沙，11/20-11/21） 甲骨文涨2.3%，特斯拉涨0.7%，苹果涨0.4%，亚马逊涨0.1%，Meta跌1.2%，微软跌1.3%。 2025中国锂产业发展大会（厦门，11/20-11/22） 网易发布财报 | (ス) 盘前必读 | // 外盘怎么样 // | | | --- | --- | --- | | 名称 现价 涨跌 | | 涨跌幅 | | 道琼斯工业平均 | | 0.10% | | 22564.23c 131.38 = 纳斯达克指数 | | 0.59% | | 标普500 | 6642.16 24.84 0.38% | | 当地时间周三，美股三大指数集体收涨，截至收盘，道指涨0.10%，标普500指数涨0.38%，纳指涨0.59%。 明星科技股普涨，谷歌涨2.8%并创下历史新高。这得益于市场对其新一代人工智能模型 Gemini 3 的乐观预期，该模型已于周二推出。 芯片巨头英伟达涨近3%。公司于盘后发布的财报显示，营收和盈利均超出华尔街预期，并给出强劲的四季度营收指引。盘后大涨超5%。 热门中概股 ...

Core Viewpoint - Nvidia reported better-than-expected financial results for Q3 of fiscal year 2026, alleviating concerns about an AI bubble in the market [1][2]. Financial Performance - Nvidia's Q3 revenue reached $57 billion, a 62% year-over-year increase, surpassing market expectations of $55.19 billion [2][4]. - Net profit for the quarter was $31.9 billion, up 65% year-over-year [2]. - Adjusted earnings per share were $1.30, exceeding the anticipated $1.25 [2][3]. Business Segments - The data center segment is Nvidia's most significant business, generating $51.2 billion in revenue for Q3, a 66% increase year-over-year [2]. - The "compute business" (GPUs) contributed $43 billion, while the networking business added $8.2 billion [2]. - Gaming revenue was $4.3 billion, up 30% year-over-year; professional visualization revenue was $760 million, up 56%; and automotive and robotics revenue was $592 million, up 32% [2]. Guidance and Market Reaction - Nvidia expects Q4 revenue to reach $65 billion, with a margin of ±2% [4]. - The company anticipates a non-GAAP gross margin of 75.0% for Q4, with a fluctuation of ±50 basis points [4]. - Following the earnings announcement, Nvidia's stock rose nearly 3% initially and later surged over 6% in after-hours trading [1][4].

男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 据悉美俄双方秘密拟定28点和谈框架 美联储在12月议息时将缺乏最新的非农数据参考 美联储10月会议纪要显示官员们存在严重分歧 据称特朗普政府考虑暂缓征收半导体关税 英伟达AI营收、展望均超预期 荷兰宣布暂停对安世半导体的行政令 市场盘点 周三，在避险情绪和美联储12月可能按兵不动的预期提振下，美元指数连续第四个交易日走强，站上100关口，创近两周新高，最终收涨0.544%，报 100.13；美债收益率普涨，基准的10年期美债收益最终收报4.142%，对美联储政策利率敏感的2年期美债收益率收报3.602%。 现货黄金盘中一度冲高至4130美元/盎司上方，但在强势美元的限制下日内涨幅大幅收窄，最终收涨0.26%，报4078.22美元/盎司；现货白银最终收涨1.28%， 报51.35美元/盎司。 受美国重新推动俄乌和谈的消息影响，国际原油盘中跳水。WTI原油失守60美元关口，最终收跌1.96%，报59.4美元/桶；布伦特原油最终收跌1.89%，报 63.26美元/桶。 ...

特约评论员 吴金铎 再次，当前美股科技股的估值已经非常接近互联网泡沫时期。标普500席勒市盈率10月30日时已攀升至 40.95倍，而历史上最高值出现在互联网泡沫时期，即1999年12月时为44.19倍。当前科技股估值接近互 联网泡沫时期，值得市场提高警惕。 当前，市场正担忧美股人工智能（AI）领域的非理性繁荣。8月以来，美股科技股回调，加上AI龙头股 英伟达市值大增，以及美国AI领域实际应用价值的质疑，叠加美联储12月降息预期回调等多重因素， 近期对AI泡沫的担忧甚嚣尘上。 首先，2025年6月一份由几位复杂科学家撰写的论文，对大语言模型性能提升曲线提出质疑，引发了对 相当长时间内持续吸金的美国AI领域的应用价值能否兑现，以及AI未来前景的巨大担忧。 其次，2025年美股前10大市值的公司，已有8家是AI相关科技公司，AI集中度远高于互联网泡沫时期。 当前美股前10大市值的公司分别为：英伟达、苹果、微软、谷歌、亚马逊、博通、Meta、特斯拉、伯 克希尔哈撒韦、摩根大通（时间截至10月30日）。而在1999年末，美股市值前10大的公司分别为：微 软、通用电气、思科、沃尔玛、英特尔、诺基亚、辉瑞制药、艾克森美孚 ...

Core Insights - The news about "Buffett investing in Google" has attracted global market attention, leading to a surge in Google-related stocks, particularly Tengjing Technology, which saw a significant increase in its stock price [1][3] - Berkshire Hathaway, led by Warren Buffett, purchased approximately 17.85 million shares of Google's parent company Alphabet in Q3, amounting to a market value of about $4.34 billion, making it the company's tenth-largest holding [1][2] - This investment is seen as a shift in Buffett's investment strategy towards technology, particularly in AI and cloud services [3] Company Performance - Tengjing Technology's stock price reached a historical high, increasing by 7.9% initially and later by 8.88%, with a market capitalization exceeding 19 billion yuan [2][3] - The company reported revenues of 425 million yuan and a net profit of 63.8 million yuan for the first three quarters of 2025, with its stock price having risen by 260.59% over the past year [5] Market Trends - The announcement of Google's new AI model, Gemini3, and its integration into various products has further boosted investor confidence in Google and its related stocks [2] - The OCS (Optical Circuit Switching) technology, which is crucial for Google's TPU chips, is gaining traction, with significant expected demand for OCS switches from Google [4][5] - Analysts suggest that the OCS technology has a high feasibility and clear advantages, indicating strong future growth potential in the sector [5]

【导读】全球等待英伟达财报 中国基金报记者 泰勒 大家晚上好，继续关注海外市场的表现。 美股震荡跳水 11月19日晚间，市场情绪稍微好转，结束了此前连日下跌的趋势。 美股三大指数盘中一度拉升，但随后大幅跳水，道指由涨转跌，纳指涨约0.6%，标普500指数涨约0.3%。投资者押注英伟达盘后财 报有望缓解市场对人工智能概念股"估值过高、炒作过度"的担忧。 | 高: 46299.13 | 今开:46138.68 | 52周最高: 48431.57 | 量比:1.7 | | --- | --- | --- | --- | | 长: 45963.41 | 昨收:46091.74 | 52周最低: 36611.78 | 振幅: 0. | | HERVO / DIT | | | | 英伟达股价在公布三季度财报前上涨超2%。分析师普遍预计，这家目前在标普500指数中权重最大的公司，将大幅超出华尔街预 期，并给出在AI芯片及相关基础设施需求驱动下的强劲销售增速指引。 此外，美股的上涨也得益于谷歌股价飙升约6%。市场对其周二发布的新一代人工智能产品——Gemini 3——持乐观态度，推动公司 股价走高。 自OpenAI于2022 ...

11月19日 美股开盘后 ，谷歌（GOOGL.O）股价高开高走，涨幅扩大至6.25%，再创历史新高。 | W | 谷歌(ALPHABET)-A | | | | | | --- | --- | --- | --- | --- | --- | | | GOOGL.O | | | | | | | 302.050 量 2064.27万 股本 120.77亿 市盈 | | | 29.4 | 万得 | | | +17.770 +6.25% 换 0.18% 市值3.65万亿 市净 | | 9.43 | | | | 时间 | 10:06 涨跌 17.770 均价 295.033 IOPV | | | | | | 价格 | 302.050 涨跌幅 6.25% 成交量 6.66万 | | | | | | 壹加 | | | 卖1 302.060 120 | | | | 310:06 ) | | | 6.25% 买1 302.020 70 | | | | 302.050 | | | | | | | | | | 10:06 302.040 781 | | | | | | | 10:06 302.040 | | র পর পর | | ...

市场正在等待明日（北京时间11月20日）凌晨的美联储货币政策会议纪要和英伟达业绩。 当地时间11月19日（周三），美股三大股指早盘小幅上涨，截至发稿，道指微涨0.08%，标普500指数上涨0.31%，纳指上涨0.48%。 | ದಿ △ 田 03 | 价格 = | 涨跌幅 ◆ | | --- | --- | --- | | 道琼斯指数 | 46126.88 | +0.08% | | .DJI | | | | 标普500指数 | 6637.85 | +0.31% | | .SPX | | | | 纳斯达克综合指数 | 22541.47 | +0.48% | | IVIC | | | 据芝商所"美联储观察"工具，美联储12月降息25个基点的概率为48.9%，维持利率不变的概率为51.1%。美联储到明年1月累计降息25个基点的概率为 49.7%，维持利率不变的概率为31.9%，累计降息50个基点的概率为18.4%。 值得一提的是，一个月前，市场预期12月降息的概率高达95%。市场分析认为，在官方数据发布因为美国政府"停摆"而一度中断的这段时间里，不确定性 明显上升。一些美联储官员担心在"数据盲飞"的情况下做决策，因为 ...

市场正在等待明日（北京时间11月20日）凌晨的美联储货币政策会议纪要和英伟达业绩。 当地时间11月19日（周三），美股三大股指早盘小幅上涨，截至发稿，道指微涨0.08%，标普500指数上涨0.31%，纳指上涨0.48%。 | t 03 | ^ 田 | 价格 = | 涨跌幅 ◆ | | --- | --- | --- | --- | | 道琼斯指数 | | 46126.88 | +0.08% | | .DJI | | | | | 标普500指数 | | 6637.85 | +0.31% | | .SPX | | | | | 纳斯达克综合指数 | | 22541.47 | +0.48% | | .IXIC | | | | 大型科技股多数上涨，谷歌A大涨4.7%，股价再创历史新高；英伟达涨超2%，苹果、博通、特斯拉小幅上涨；亚马逊、Meta跌超1%，微软小幅下跌。 热门中概股多数下跌，纳斯达克中国金龙指数跌超1%。截至发稿，小鹏汽车跌超4%，百度、理想汽车跌超3%，网易跌超2%，哔哩哔哩、微博等跌近2%；途牛涨 超4%，携程、阿里巴巴、爱奇艺小幅上涨。 美联储即将发布会议纪要 美联储将于北京时间明日凌晨3点公布货币 ...

Core Viewpoint - Nvidia is expected to continue its high growth trend in the upcoming Q3 earnings report, with a focus on the shipment of Blackwell chips and Q4 performance guidance [2][4][6] Financial Performance Expectations - Market anticipates Nvidia will report Q3 revenue of $55.18 billion, a year-on-year growth of 57%, with a gross margin of 73.6% and adjusted net profit of $30.83 billion, reflecting a net profit margin increase from 51% to 56% [6] - Earnings per share (EPS) is projected to be $1.26, a 60% increase year-on-year [6] - Nearly 90% of Nvidia's revenue is derived from its data center business, with expectations for Q3 data center revenue to reach $49.01 billion, a 61% year-on-year increase [6] Market Sentiment and Analyst Ratings - Among 49 analysts tracking Nvidia, 46 have a "buy" rating, 2 a "hold" rating, and 1 a "sell" rating, with a target price of $240.49, indicating a potential upside of 32.6% from the current stock price [4] - Analysts express optimism regarding Nvidia's future performance, with expectations for Q4 revenue to reach $61.725 billion, maintaining a 57% growth rate [6] Impact on the AI Sector - Nvidia is viewed as a key player in the AI capital expenditure cycle, influencing the valuation of the entire AI sector [4][8] - The upcoming earnings report is seen as a "stress test" for the AI narrative, with potential implications for the broader technology sector [8] Supply Chain and Market Concerns - Any information regarding demand, order backlogs, or supply chain issues from Nvidia could significantly impact market sentiment and stock prices across the tech industry [9] - There are concerns about potential over-investment in AI, with analysts noting that Nvidia's strong guidance could exacerbate fears of a bubble in the AI sector [9][10] Regulatory and Market Risks - There is growing concern about a potential "AI bubble," with predictions indicating a significant revenue gap in the AI industry by 2030 [10] - Regulatory bodies in the US and EU are increasingly vigilant regarding systemic risks associated with large AI firms [10]