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 ▼ | | -- ...

因三季度财报超出市场预期，英伟达股价开盘大涨5%，为11月10日以来最大涨幅。截至发稿，涨幅有所回落，涨超4%。英伟达涨势带动美国芯片股集体 上涨，博通涨近5%，Arm涨超4%，英特尔涨超3%，AMD涨超2%。 在投资者表现出对人工智能泡沫日益增长的担忧之际，AI芯片龙头英伟达再次交出了一份超预期的财报。美东时间11月19日周三美股盘后，英伟达公布 了2026财年第三财季（以下简称"三季度"）财务数据。财报显示，英伟达三季度营收为570亿美元，同比增长62%；净利润为319亿美元，同比大涨65%； 经调整后的每股收益为1.30美元，高于市场预期的1.25美元。 数据中心业务是英伟达最重要的业务板块。财报显示，英伟达三季度数据中心收入达到512亿美元，同比增长66%。英伟达首席执行官黄仁勋在一份声明 中表示："Blackwell的销量远超预期，云GPU也已售罄。" 这份备受关注的业绩报告，或缓解市场对人工智能泡沫日益增长的担忧。"我并未看到人工智能泡沫。"黄仁勋说。 当地时间周四，美股三大指数集体高开，截至发稿，道琼斯指数报46773.23点，上涨1.38%；标普500指数报6756.74点，上涨1.73%；纳 ...

《公告全知道》每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收 购、业绩、解禁、高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前 寻找到投资热点，防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ①芯片+锂电池+人形机器人+华为+固态电池+CPO！这家公司为华为提供在半导体和通信领域的高精密设 备；②储能+人形机器人+固态电池+华为+无人机！这家锂电龙头签订电芯采购框架协议；③锂电池+固态 电池+核电！公司半固态系列电池已通过客户检测并获得订单。 前言 ...

英伟达涨4%，英伟达第三财季营收达570亿美元，同比增长62%；预计第四财季营收约为650亿美元， 市场预期620亿美元。谷歌涨3.2%总市值达到3.65万亿美元，略超过微软公司，进入美股总市值前三。 | | | 超威半导体[AMD] 2025-11-20 22:48 | | 价格 = 均线 = | | | | --- | --- | --- | --- | --- | --- | --- | | 234.250 | | | | | | 4.79 % | | 231.575 VAN | | | | | | 3.59 % | | 228.900 | | | | | | 2.39 % | | 226.225 | | | | | | 1.20% | | 223.550 | | | | | | 0.00 % | | 220.875 | | | | | | 1.20 % | | 218.200 | | | | | | 2.39 % | | 215.525 | | | | | | 3.59 % | | 212.850 | | | | | | 4.79 % | | | 22:30 | 24:00 | 02:00 | 03: ...

编辑 ｜ 钉钉 11月20日，美股开盘全线上涨，道指涨1.19%，纳指涨2.08%，标普500指数涨1.63%。 沃尔玛涨3%，公司连续第二个季度上调业绩预期。 英伟达涨5%，公司第三财季业绩超市场预期；芯片股大涨，AMD、 ARM、 英特尔 涨超3%，台积 电、美光科技均走高。 ...

另外，博通的股价上涨也与其在技术创新方面的突破有关。公司近日推出了全球首款量子安全的第8代 128G SAN交换机，这一产品组合被设计用来应对关键任务工作负载和AI应用。这一技术创新不仅增强 了博通在市场上的竞争力，也为其未来的营收增长奠定了坚实基础。 周四，美股芯片股盘前普涨，博通(AVGO.US)涨4%，AMD(AMD.US)、Arm Holdings(ARM.US)、台积 电(TSM.US)涨逾3%，美光科技(MU.US)、英特尔(INTC.US)涨逾2%。花旗近日发布报告称，博通已成 为投资者在人工智能领域的重要核心持仓之一。预计未来几个月内博通的财报将展现出强劲的增长潜 力，市场对其股价在财报公布后的强势上行抱有期望。这种乐观的预期推动了投资者的积极买入，直接 对博通股价产生上行压力。 ...

智通财经APP获悉，周四，美股芯片股盘前普涨，博通(AVGO.US)涨4%，AMD(AMD.US)、Arm Holdings(ARM.US)、台积电(TSM.US)涨逾3%，美光科技(MU.US)、英特尔(INTC.US)涨逾2%。花旗近 日发布报告称，博通已成为投资者在人工智能领域的重要核心持仓之一。预计未来几个月内博通的财报 将展现出强劲的增长潜力，市场对其股价在财报公布后的强势上行抱有期望。这种乐观的预期推动了投 资者的积极买入，直接对博通股价产生上行压力。 另外，博通的股价上涨也与其在技术创新方面的突破有关。公司近日推出了全球首款量子安全的第8代 128G SAN交换机，这一产品组合被设计用来应对关键任务工作负载和AI应用。这一技术创新不仅增强 了博通在市场上的竞争力，也为其未来的营收增长奠定了坚实基础。 ...

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%。 ...

Core Insights - Pingao Co., Ltd. plans to invest 400 million yuan in Jiangyuan Technology Co., Ltd. through capital increase, acquiring a 15.4182% stake post-investment, based on a pre-investment valuation of 24.19 billion yuan [1][2] - Jiangyuan Technology's shareholders will acquire a total of 12% stake in Pingao Co., Ltd. through share transfer, establishing a strategic partnership between the two companies [1][2] Investment and Strategic Partnership - The investment marks a significant milestone for Pingao Co., Ltd. in the domestic computing power sector, enhancing its strategic collaboration with Jiangyuan Technology [1][3] - The partnership is characterized by mutual empowerment, with Jiangyuan Technology's shareholders recognizing Pingao's growth potential and acquiring shares in Pingao [2][3] Product Development and Technological Advancements - The collaboration has already led to the launch of the "Pingyuan AI Integrated Machine" series, which utilizes Jiangyuan's D10 chip, providing comprehensive coverage from edge to cloud [3][4] - Jiangyuan Technology has successfully produced its first-generation D1 chip and the D10 computing power card, which is now widely applied [4][5] Market Context and Future Outlook - The partnership addresses the urgent need for domestic chip production amid limited external supply of high-end GPUs and surging domestic demand for computing power [6] - The upcoming launch of Jiangyuan's second-generation T800 chip, expected to match or exceed NVIDIA's H100 performance, signifies a major step in the domestic AI chip self-sufficiency process [5][6] - The collaboration is seen as a key breakthrough in the transition of domestic AI chips from "usable" to "highly usable/scalable," reflecting the maturity of the domestic AI chip industry chain [6]