Group 1 - Yu Minhong responded to New Oriental employees' complaints, emphasizing that allowing employees to voice their dissatisfaction is a tradition of the company, and he encourages it as a means to correct issues [4] - Xiaomi announced the allocation of 29,366,734 shares to 3,334 selected participants, including employees and service suppliers, with a total value of approximately HKD 1.14 billion (around CNY 1.041 billion) [5] - The recent changes in the management of Pang Donglai Group were confirmed by internal sources, indicating that Yu Donglai will not be heavily involved in daily operations but will focus on empowering his team [5] Group 2 - ByteDance's valuation surged to USD 480 billion during a recent equity auction, with the price of shares rising from an initial USD 200 million to nearly USD 300 million due to competitive bidding [5] - The founder of Bawang Tea Ji, Zhang Junjie, is set to marry Gao Haichun, a prominent figure in the solar energy sector, indicating potential synergies between the two industries [5] - He Tongxue, a notable figure in the tech industry, reported a loss of CNY 1-2 million for his company this year, attributing it to a significant impact from a social media post [5] Group 3 - KargoBot appointed a new CFO, Zhan Ruinan, to accelerate its development in the autonomous driving sector, signaling a strategic move towards internationalization and capital expansion [5] - The first MPV from Hongmeng Zhixing is set to launch, featuring advanced technology and multiple powertrain options, showcasing the company's commitment to innovation in the automotive sector [5] - Meizu denied rumors of relocating its headquarters, affirming that its current building will continue to serve the company for a long time [7] Group 4 - GAC Toyota's sales vice president refuted claims that the company would cease production of several key gasoline vehicles, clarifying that such information is false [8] - Nvidia's recent earnings report highlighted significant contributions from various clients, including a lesser-known Saudi startup, Humain, which aims to supply a substantial portion of global AI computing power by 2034 [8] - Ant Group's CTO discussed the relationship between its Lingguang App and Alibaba's Qianwen App, emphasizing collaboration in the pursuit of AGI [8] Group 5 - The humanoid robot A2 completed a 100-kilometer cross-province walk, earning a Guinness World Record for the longest distance walked by a humanoid robot [10] - Meta's chief scientist, Yann LeCun, announced his departure to start a new venture focused on advanced machine intelligence, aiming to revolutionize AI capabilities [11] - WeRide's Robotaxi received a pure unmanned license in Switzerland, marking a significant milestone in the deployment of autonomous vehicles [11] Group 6 - Physical Intelligence, a robotics startup, raised USD 600 million in funding, achieving a valuation of USD 5.6 billion, indicating strong investor confidence in AI-driven robotics [12] - Star Motion Era completed nearly CNY 1 billion in A+ round financing, led by Geely Capital, to support its technology iterations and applications [12] - SoftBank plans to invest up to USD 3 billion in a factory to produce equipment for OpenAI's data center, reinforcing its commitment to AI development [12] Group 7 - IDC forecasts that the smart glasses market in China will reach a significant turning point by 2026, with expected shipments surpassing 4.915 million units [17] - The sales of pure electric large three-row SUVs have outperformed other powertrain types for two consecutive months, indicating a strong market trend towards electric vehicles [17]

Group 1: Stock Performance - Tesla's stock increased by over 5%, while Nvidia and Google rose nearly 4%, with Google's market capitalization reaching $3.67 trillion, surpassing Microsoft and entering the top three in U.S. stock market capitalization [2][3] - The Philadelphia Semiconductor Index rose over 2.8%, with Broadcom increasing by over 5% and TSMC, ARM, AMD, and Intel all rising by over 3% [3] Group 2: Earnings Reports - Nvidia released a strong Q3 earnings report that exceeded expectations, countering market concerns about "peak growth" and "AI bubble," providing a boost to the currently volatile tech stock market [4] Group 3: Chinese Stocks - The Nasdaq Golden Dragon China Index rose by 0.36%, with notable gains from companies such as Agora (up 19%), WeRide (up over 9%), and Wanwu Xingsheng (up over 7%), while companies like Canadian Solar and Miniso saw declines [4][5] Group 4: Gold Market - Spot gold prices rose again, surpassing $4,100 per ounce, with a recent increase of 0.67% [5] - Gold prices have experienced high volatility, dropping to $3,900 per ounce after reaching a historical high, followed by a significant rebound [6] - Analysts suggest that unless the Federal Reserve ends its easing cycle or the U.S. economy enters a strong recovery phase, the medium-term upward trend for gold prices is likely to continue, with a possibility of exceeding $5,000 per ounce next year [6] Group 5: Cryptocurrency Market - Multiple cryptocurrencies experienced declines, with Bitcoin dropping over 1.5% to $90,495 per coin, and over 210,000 traders liquidated positions in the past 24 hours [6][7][8] Group 6: U.S. Employment Data - The U.S. Bureau of Labor Statistics reported an increase of 119,000 non-farm jobs in September, significantly above the market estimate of 52,000, while the unemployment rate rose to 4.4%, the highest since October 2021 [8][9] - Following the release of this economic data, traders increased bets on potential interest rate cuts by the Federal Reserve, although a December rate cut is still seen as unlikely [8]

记者丨金珊 编辑丨江佩霞 11月20日，美股开盘集体上涨，截至北京时间23:20，道指涨1.35%，纳指涨2.2%，标普500指数涨 1.69%。互联网科技股、半导体板块强势上涨。 | 道琼斯 | 纳斯达克 | 标普500 | | --- | --- | --- | | 46762.08 | 23060.81 | 6754.19 | | +623.31 +1.35% | +496.58 +2.20% | +112.03 +1.69% | | 中国金龙指数 | 纳指100期货 | 标普500期货 | | 7700.50 | 25209.50 | 6774.25 | | +27.29 +0.36% | +487.75 +1.97% | +112.75 +1.69% | 热门科技股中，特斯拉涨超5%，英伟达、谷歌涨超4%，谷歌总市值达到3.68万亿美元，略超过微软公 司，进入美股总市值前三。 中概股方面，纳斯达克中国金龙指数涨0.36%，声网大涨19%，文远知行涨超9%，万物新生涨超7%、 万国数据涨超5%，阿特斯太阳能跌9%，名创优品、霸王茶姬跌超3%。 | 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | | -- ...

记者丨金珊 编辑丨江佩霞 现货黄金拉升 再次涨超4100美元 ，最新涨0.67%， 报4104美元/盎司。11月20日盘后，上海黄金交易所发布《关于继续做好近期市场风险控制 工作的通知》，这是上海黄金交易所继10月16日发布风险提示后再度提示金价波动风险。 11月以来，黄金价格高位震荡，现货黄金突破历史新高后快速下跌至3900美元/盎司，此后出现深V反弹。除了交易所，银行等机构也纷纷做了 风险提示。 中金认为，除非美联储彻底结束宽松周期或美国经济重新进入"通胀下行+增长上行"的强复苏阶段，否则黄金的中期上涨逻辑仍将 维持。在此趋势延续下，不排除明年黄金价格突破5000美元/盎司的可能。 加密货币方面，多个币种下跌，比特币跌超1.5%，报90495美元/枚，过去24小时，全市场超21万人爆仓。 11月20日，美股开盘集体上涨，截至北京时间23:20，道指涨1.35%，纳指涨2.2%，标普500指数涨1.69%。互联网科技股、半导体板块强势上 涨。 热门科技股中，特斯拉涨超5%，英伟达、谷歌涨超4%，谷歌总市值达到3.68万亿美元，略超过微软公司，进入美股总市值前三。 | 特斯拉(TESLA) | 428.090 ...

来源：滚动播报 英伟达(NVDA.O)业绩扫清AI"泡沫"阴霾，带动美国芯片股上涨，AMD(AMD.O)涨3.4%，Arm(ARM.O) 涨3.4%，台积电(TSM.N)涨2.6%，美光科技(MU.O)涨1.1%，博通(AVGO.O)涨4%，英特尔(INTC.O)上涨 3.1%。 ...

证券代码： 300811 证券简称：铂科新材 深圳市铂科新材料股份有限公司投资者关系活动记录表 | 投资者关系活动 | 分析师会议 □特定对象调研 □ | | --- | --- | | 类别 □ | 媒体采访 业绩说明会 √ | | □ | 新闻发布会 □ 路演活动 | | □ | 现场参观 | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 2025 | 年 月 日 (周四) 下午 11 20 14:30~17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 | | 上市公司接待人 | 1、董事长杜江华 | | 员姓名 | 2、董事会秘书阮佳林 | | | 3、财务总监游欣 | | | 4、独立董事伊志宏 | | | 5、独立董事李音 | | | 6、独立董事谢春晓 | | | 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | | 1、杜总下午好！TDK 与台积电合作开发的封装内 ...

英伟达一份强劲的业绩展望暂时驱散了市场对人工智能行业泡沫的担忧，在全球范围点燃了一场AI概念股的狂欢， 但关于估值过高、投资可持续性等质疑，依然是悬在投资者头顶的阴云。 这份备受瞩目的财报发布后，市场如释重负。这家美国科技巨头给出了强劲的收入预测，并正面回击了关于AI行业 正处于泡沫中的观点。受此提振，英伟达股价在盘后交易中上涨超过5%，标普500指数期货在亚洲时段上涨1.3%。 乐观情绪迅速传导至全球市场，尤其是在亚洲。在英伟达供应商的带动下，韩国、台湾和日本的基准股指涨幅均超 过2.5%，显示出市场对AI产业链的信心得到修复。 "我认为这更像是一次'喘息式反弹'，而非对估值担忧的全面重置，" Pepperstone Group的策略师Dilin Wu表示。"英 伟达交付了市场所期待的业绩，但更深层次的问题并未消失，比如科技巨头能否将其庞大的AI资本支出有效变现、 债务驱动的支出究竟又能持续多久。" 这种谨慎观点认为，虽然英伟达的财报提供了买入的理由，并将积极情绪传导至其他AI相关领域，但市场的基本面 担忧依然存在。 焦点转向宏观与新供应链 在财报季的喧嚣之外，宏观经济因素正重新成为投资者关注的焦点。由于劳 ...

Vital Knowledge分析指出，该报告"应能消除怀疑者疑虑，为年底股市上涨铺路";Hargreaves Lansdown则 认为，英伟达的估值合理性得到验证，"人工智能领域虽存在估值回调需求，但英伟达并不在此列"。 值得一提的是，英伟达强劲财报不仅推动美国科技股盘后延续涨势，还带动亚洲股市早盘上行。标普 500指数期货上涨超1%，纳斯达克100指数期货涨幅1.55%，规模达3900亿美元的纳斯达克100指数ETF 盘后亦上涨1%，谷歌、Meta及亚马逊盘后股价均告上涨。 此前科技股数周承压，投资者因估值过高及美联储降息预期减弱而抛售，市场情绪一度趋弱，英伟达的 积极业绩恰逢其时提振了脆弱的市场信心。 正如Nationwide的Mark Hackett此前所言："过去三年，做空牛市和逢低买入的策略均未奏效。" 智通财经APP获悉，周三盘后，人工智能领域公司股价普遍上扬，此前英伟达(NVDA.US)公布的季度业 绩有效缓解了市场对人工智能行业可持续性的担忧。这家占据人工智能芯片核心地位的厂商发布了超出 预期的营收指引，凸显其产品需求持续强劲。投资者此前担忧半导体及人工智能设备的高额投入难以维 系，而此次业 ...

与此同时，台湾人才加速流向美日韩与东协市场。统计显示，去年赴美人数为13万7千人，年增9千人、 增幅7.1%；赴日本与韩国工作达8万人，年增1万2千人、增幅17.5%；赴东南亚工作者也成长至9万7千 人，年增6.1%。 从年龄结构来看，30至49岁的壮年族群占比最高，达50.7%，是海外工作的中坚力量；值得注意的是， 50岁以上人数增至21万人，续创新高，占比31.5%。教育程度方面，大专以上学历者最多，共53万2千 人，占比近八成，强调了台湾科技与高阶服务业人才的输出特征。 尽管国人赴海外工作人数虽连三年回升，但仍低于2019年73万9千人的历史高峰。 台积电（2330）海外扩厂效应，正在改写台湾人才的跨境流动版图。最新统计，去年台湾赴海外工作人 数达66万6千人，年增7.4%，连续三年回升。然而，工作目的地版图已大幅转向，在台积电等科技大厂 海外布局的推力下，台湾赴美、日韩人数全面成长，其中赴日韩人数大增17.5%，成长速度居各地区之 冠；反观赴中国大陆（含港澳）工作者占比降至34.7%，相较2011年高峰期的逾六成，占比几近"腰 斩"。 分析显示，赴日韩人数成长最快，除了台湾人对日本文化的喜爱，更受惠于 ...

Core Viewpoint - Nvidia's latest earnings report for Q3 FY2026 shows a significant revenue increase of 62% year-over-year, reaching $57.01 billion, surpassing analyst expectations and alleviating concerns about an "AI bubble" [2][3][4]. Financial Performance - Nvidia reported Q3 FY2026 revenue of $57.01 billion, a 62% increase compared to the previous year, exceeding the analyst forecast of $55.19 billion [3][7]. - The data center segment contributed $51.2 billion in revenue, marking a 66% year-over-year growth, also above analyst expectations [3][7]. - Adjusted earnings per share for Q3 were $1.30, with an adjusted operating profit of $37.75 billion, both significantly higher than market predictions [3][4]. - The adjusted gross margin for Q3 was 73.6%, slightly below analyst expectations of 73.7% [3][4]. Future Guidance - For Q4 FY2026, Nvidia expects revenue to be around $65 billion, with a margin of fluctuation of 2% [4]. - The company anticipates an adjusted gross margin of 75%, which is above the analyst median expectation of 74.6% [4]. Market Reaction - Following the earnings report, Nvidia's stock surged over 6% in after-hours trading, with other AI-related stocks also experiencing gains [2][4]. - Nvidia's stock price increased by 2.85% to $186.52 during regular trading hours, and further rose to $196.80 in after-hours trading [5][4]. Business Insights - Nvidia's CEO, Jensen Huang, stated that the latest Blackwell architecture chips are selling far beyond expectations, with all cloud server GPUs sold out [2][11]. - The demand for Nvidia's high-end GPUs is driven by major tech companies like Microsoft, Amazon, Google, Oracle, and Meta, as they accelerate the development of AI models and computing clusters [10][11]. - Nvidia repurchased $12.5 billion worth of stock and paid $243 million in dividends during Q3 [8]. Strategic Outlook - Nvidia's CFO, Colette Kress, indicated that the market demand for AI infrastructure continues to exceed expectations, with potential revenue of $500 billion from the Blackwell and Rubin projects [12]. - The company is collaborating with OpenAI to build and deploy AI data centers with a total power exceeding 10 gigawatts [13].