Core Insights - The artificial intelligence trade was showing signs of weakness prior to Nvidia Corp.'s earnings report, indicating a shift in market sentiment [1] - Despite Nvidia Corp. being the largest company in the sector and reporting positive earnings, it was insufficient to change the overall negative sentiment surrounding the AI trade [1] Company Summary - Nvidia Corp. is recognized as the world's largest company in the artificial intelligence sector [1] - The company's earnings report did not manage to reverse the prevailing negative sentiment in the market [1] Industry Summary - The artificial intelligence trade was already experiencing cracks before the earnings report, suggesting underlying issues within the sector [1] - The overall market sentiment towards the AI trade remains cautious, even with strong performance from leading companies like Nvidia [1]

Core Insights - NVIDIA Corporation (NVDA) has started November with mixed investor sentiment, as the market appears to be seeking more from the company despite its recent performance [1] Group 1: Analyst Profile - JR Research is recognized as a Top Analyst by TipRanks and Seeking Alpha, focusing on technology, software, and internet sectors [1] - The analyst identifies attractive risk/reward opportunities supported by robust price action, aiming to generate alpha above the S&P 500 [1] - The investment strategy emphasizes growth opportunities with significant upside potential while avoiding overhyped stocks [1] Group 2: Investment Strategy - The investment group Ultimate Growth Investing specializes in identifying high-potential opportunities across various sectors [1] - The focus is on stocks with strong growth potential and contrarian plays, with an investment horizon of 18 to 24 months [1] - The group targets growth stocks with robust fundamentals, buying momentum, and turnaround plays at attractive valuations [1]

It's growing quickly, but the stock is cheap.Artificial intelligence (AI) stocks, as a group, aren't cheap. AI companies have been investing hundreds of billions of dollars in development, and many of them are already growing quickly. AI is a tremendous long-term opportunity with serious implications in so many arenas, which is why the market gives its stocks a premium. Another reason is that many AI stocks are extremely profitable, which could be a justification for a higher valuation.But while some AI sto ...

可Q3财报一出炉，所有质疑全被推翻，单季营收570亿美元，数据中心狂赚512亿，同比暴涨66%，Blackwell芯片卖断 货，下季度还预告赚650亿。 黄仁勋说"AI不是泡沫"，这份底气从哪来？算力狂潮到底是真革命还是假狂欢？ 家人们，AI泡沫论刚热，英伟达就用570亿营收硬核回应！前段时间全球资本市场都在传"AI虚火要灭"，英伟达股价5天 跌了7%，做空者跃跃欲试。 市场撕裂 近三周全球股市震荡不断，英伟达的股价波动让投资者捏了把汗，财报公布前五个交易日，这家科技巨头市值蒸发数百 亿美元，单日最大跌幅超3%，"AI投资见顶"的焦虑在市场蔓延。 当下多数AI应用公司确实处境尴尬，估值被炒得离谱，实际营收却跟不上，大家担心"投资打水漂"也不是没道理。 前言： 但英伟达偏偏走出了独立行情，这份Q3财报堪称"史上最强"，总营收冲到570亿美元，比上季度增长22%，和去年同期 比更是飙升62%。 核心的AI数据中心业务更亮眼，营收512亿美元，环比涨25%，同比大涨66%，远超市场预期。 | 指标 (单位: 美元) | 华尔街预期 (Consensus) | 实际公布结果 (Actual) | 同比增 | | -- ...

Wall Street’s risk machine didn’t break this week — Friday’s rebound spared it. But it flinched. And in doing so, it revealed how fragile the current market cycle has become.The shift was subtle, then sudden. For weeks, the riskiest trades in finance — crypto, AI stocks, meme names, high-octane momentum bets — had been slipping. On Thursday, that slow-motion retreat snapped. The Nasdaq 100 sank nearly 5% from its intraday peak, its sharpest reversal since April. Nvidia Corp. at one point shed nearly $400 bi ...

西诺佛斯信托公司高级投资组合经理丹尼尔・摩根：英伟达的最新财报并未解答市场对科技巨头基础设 施投资热潮持续性，以及该公司循环融资交易合理性的疑问。这些问题只是被推迟到下一季度再解决而 已。 来源：视频滚动新闻 ...

大跌是因为什么? 时值年末，资金做多情绪不高，沪指在4000点徘徊，而此次急跌，多数基金公司认为，外部因素是导火索，并非 A股市场的主要矛盾。 "调整的核心驱动力源于外部市场的预期扰动。"财通基金也表示认同，美国公布的9月非农数据呈现强烈矛盾性， 非农就业人数大幅超出市场预期，显示劳动力市场韧性仍存，但失业率同步攀升至周期新高，数据的矛盾性特征 加剧了美联储降息决策的难度性,流动性收紧担忧升温和避险情绪直接引发美股高开低走,为全球市场奠定阶段 性谨慎基调。 下, 766亿资金借ETF"越跌越买",基金公司火 A股资金动向 2025-11-23 11:35 星期日 财联社记者 闫军 热点回溯 加自选 均 大营超型在 大营档型线 | 71.45 34.80 证指数ETF 30 市成交额(沪深京) 预估成交额 较上日此时 沪股通额度余额 总市值 12.26-3702.38 流通市值 3653 哥期 设置 普通K线 ▼ 尤其同湖 刀 2.08亿总管费 1859 559万 均管是 8.981 开盘 69.976 最高 1750 3.74%最低 3.37%均价 7342600 量比 666.623-1669.089 16 ...

强劲的财报不敌市场的忧虑，万亿美元市值一日蒸发，AI狂欢下的金融世界再次显露其微妙平衡。 美东时间周四，美股市场上演了一场惊心动魄的"过山车"行情。开盘时，英伟达超预期的财报一度提振 市场，纳指涨幅超过2%。 然而这场狂欢并未持续。随着交易进行，三大指数突然调头向下，最终全线收跌，纳指暴跌2.15%，道 指跌0.84%，标普500指数跌1.56%。 更令人惊讶的是英伟达自身的股价表现：盘中一度大涨5%，收盘却暴跌3.15%，单日市值蒸发约1429亿 美元（超过人民币万亿元）。 财报与市场的博弈 表面看来，英伟达交出了一份无可挑剔的成绩单。 第三财季，公司营收达570亿美元，同比增长62%，显著超越市场预期的54.88亿美元。 更引人注目的是，英伟达预计第四财季营收约为650亿美元，高于市场预期的620亿美元。 黄仁勋甚至透露，未来六个财季，仅Blackwell和Rubin产品线在海外市场的销售额就将达到5000亿美 元。 忧虑占据上风 "不要因为存在泡沫就卖出，"达利欧周四表示，"但我们还没看到刺破泡沫的因素。" 在他看来，刺破泡沫的因素不太可能来自更紧缩的货币政策，而可能来自更高的财富税。 然而，强劲数据未 ...

Core Viewpoint - Nvidia has become the center of controversy following a critical article questioning its financial practices, leading to a significant drop in its stock price and raising concerns about the broader tech sector's valuation and potential bubble [2][3]. Financial Performance Concerns - The article claims Nvidia's accounts receivable surged to $33.4 billion, an 89% increase year-over-year, with an extended collection period [3] - Inventory rose by 32% to $19.8 billion, contradicting claims of a chip shortage [3] - Cash conversion rate was reported at only 75%, significantly below the semiconductor industry standard [3] Industry Dynamics - The article suggests a $610 billion circular financing scheme within the AI industry, where Nvidia invests in AI companies that promise cloud service expenditures, leading to a cycle of revenue confirmation without real economic activity [3] - A verification report argues that the claims of fraud are misinterpretations of normal operational capital increases during Nvidia's expansion phase [4] Market Reactions - Nvidia's stock price fluctuations post-earnings report are described as a common phenomenon where initial positive reactions are followed by sell-offs [4] - Analysts suggest that the probability of fraud is low and unnecessary, emphasizing Nvidia's strong market position and the positive implications of its financial data [4] Broader Market Context - The financial market has experienced volatility, with concerns about high tech stock valuations and liquidity issues exacerbated by the Federal Reserve's cautious stance on interest rate cuts [5][6] - Recent reports indicate that several top investment firms have divested from high-priced tech stocks, including Nvidia, reflecting a broader skepticism about the sustainability of AI-related valuations [8] Future Outlook - Analysts express that the potential bursting of the tech bubble could stem from factors such as declining chip prices and underwhelming economic benefits from AI models [8] - Despite current market doubts, the long-term development trend of AI remains unchanged, with many AI-related companies showing stable profitability [9]

登录新浪财经APP 搜索【信披】查看更多考评等级 本周末影响市场的重要资讯有：美联储威廉姆斯仍认为近期存在降息空间；美国政府据称正考虑允许英 伟达对华出售H200芯片；美国关税B计划曝光；国内首条大容量全固态电池产线建成；国旅游集团牵头 组建新央企；国产GPU第一股摩尔线程明日申购；硬科技再获增量资金加持，涉及AI、芯片等16只硬 科技主题基金火速获批；华为发布Flex：ai AI容器技术，实现单卡同时承载多个AI工作负载。 【宏观及市场要闻】 外交部：刚果（金）东部地区中国公民应立即撤离 11月23日，外交部和中国驻刚果（金）使馆郑重提醒：在刚果（金）东部地区特别是南基伍省驻留的中 国公民和企业，应立即向中国驻刚果（金）使馆报备信息并撤离该地区。如遇紧急情况，请及时报警并 同中国驻刚果（金）使馆联系。 两部门就规范大型网络平台个人信息保护公开征求意见 国家互联网信息办公室、公安部起草了《大型网络平台个人信息保护规定（征求意见稿）》，现向社会 公开征求意见。意见稿提出，大型网络平台服务提供者应当将在中华人民共和国境内运营中收集和产生 的个人信息存储在境内。确需向境外提供的，应当符合国家数据出境安全管理有关规定 ...