牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 美东时间1 1 月 19 日 ，美国三大股指 集体收涨，标普500指数止住连续4日下跌态势。 昨夜今晨，全球金融市场迎来了最受关注的美联储会议纪要和英伟达季度财报。 美联储方面，会议纪要显示，美联储12月降息25个基点的概率已降至三成。 作为人工智能风向标，英伟达最新季度财报超预期，盘后美股芯片股普涨， 黄仁勋 直言 Blackwell的销量爆表，云GPU更是全部售罄。 美国三大股指齐涨 美国三大股指 集体收涨 。截至收盘，道指 涨0.1 %，标普500指数 涨0.38 %，纳指 涨 0.59 %。 板块方面， 大型科技股 涨跌互现， 万得美国科技七巨头指数 涨0.87 % 。其中，英伟达涨 2.85%，谷歌涨2.82%；微软跌1.36%，脸书跌1.23%。 | | 序号 代码 | 名称 | 现价 | 涨跌幅 ▼ | 年初至今 | 总市值1 | | --- | --- | --- | --- | --- | --- | --- | | 1 | NVDA | 英伟达(NVIDIA) | 186.520 ...

肖燕燕，金十数据 英伟达（NVDA）周三交出了一份破纪录的销售业绩与强劲指引，缓解了最近一周笼罩市场的人工智能 泡沫忧虑。 在高端AI数据中心芯片需求持续激增的推动下，该公司10月季度销售额达到570亿美元的纪录高点，较 上年同期增长62%，并超越FactSet调查分析师的普遍预期。该公司同时上调本季度财测，预估销售额将 达650亿美元，分析师此前对该季度的营收预测为621亿美元。 这家全球市值最高上市公司周三盘后交易时段股价上涨逾6%。 "我们已进入AI的良性循环，"英伟达首席执行官黄仁勋表示，"AI正渗透每个角落，同时处理所有任 务。" 周三的业绩让投资者得以松一口气。随着AI热潮兴起，英伟达的每季度财报都被视为某种"财经界超级 碗"。该公司被视为科技行业乃至整体市场健康状况的风向标。 更添压力的是，近期涌现的多起AI交易采用被批评者称为"循环"融资的架构——指像英伟达这样的供应 商，对其产品采购客户进行大规模资本投资。数月前投资者还对此类交易热情追捧，推高多家AI相关 企业股价，但本周英伟达与微软、Anthropic达成的类似交易却引发市场警惕。 美国银行本周调查显示，45%的全球基金经理认为AI股市泡 ...

Group 1: Market Overview - The technology sector is currently experiencing significant momentum, with Google’s new Gemini 3 model receiving overwhelmingly positive reviews, leading to a stock price increase of over 7%, reaching a historical high [3] - Nvidia, a key player in the AI sector, saw its stock rise by 2.85% ahead of its upcoming Q3 earnings report, reflecting strong market expectations [3] - Nvidia holds an 84% share of the global independent GPU market and has a PC shipment volume nearly 4.5 times that of AMD, indicating its critical role in the AI industry [3] Group 2: Investor Sentiment - Some investors are selling technology stocks to lock in profits, concerned that the AI hype may have inflated valuations to unsustainable levels [4] - Despite these concerns, the long-term trend of AI is viewed as a genuine industry transformation rather than a short-term speculative bubble [4] - Wolfe Research suggests that fears of an AI bubble bursting are premature, as technology and communication service companies exhibit strong risk resilience [4] Group 3: Federal Reserve Insights - The October Federal Reserve meeting revealed significant divisions among officials regarding interest rate policies, with some advocating for rate cuts while others express concerns about inflation targets [5] - Market expectations for a hold on rates in December have risen to nearly 70%, indicating a cautious approach from the Fed [5] - The Fed's focus on avoiding abrupt revaluations in AI investments suggests a regulatory awareness aimed at preventing market instability, which could benefit long-term investors [5] Group 4: Investment Strategy - The recommended investment strategy emphasizes observing trends and waiting for the right timing rather than chasing hot stocks [6] - Analysts expect Nvidia's Q3 revenue to grow by 56% year-over-year, reaching $54.92 billion, indicating strong fundamentals [6] - It is advised to wait for Nvidia to report better-than-expected earnings or for technical adjustments before increasing positions, highlighting the importance of price in long-term investments [6]

这恐怕是2025年最受瞩目的一份财务报表。 10月末，AI芯片霸主英伟达成为人类历史上首家市值5万亿美元的公司，11月"AI泡沫论"引发华尔街焦 虑，以"美股科技七巨头"为牛首的标普500指数几乎遭遇了2008年金融危机以来最糟糕的一个11月。 人们都在屏息以待这份关键的业绩报表，试图从中找出人工智能需求是否持续、资本支出是否过热、 AI是否会重蹈互联网泡沫覆辙等的答案。 美东时间11月19日美股盘后（北京时间11月20日凌晨5时），英伟达公布了这份重要"成绩单"，并再次 超出市场预期。 市场在焦灼和等待什么？ 财报发布前，市场对英伟达的财报关注焦点主要集中在三个方面。 一是，最基本的营收和利润问题。 这最直接的折射出最近一段时间市场对AI芯片的真实需求，以及企业基本面。 此前,华尔街对英伟达的预期相对一致。LSEG的分析师调查中对英伟达三季度营收（截至今年10月）预 测为549亿美元，FactSet的分析师调查为548.3亿美元。而最终，英伟达三季度营收达到创纪录的570.1亿 美元，同比增长62%，环比增长22%。值得一体的是，这也是该公司自2023年以来连续第11个财季超出 市场预期。 在利润方面，此前 ...

Group 1: Market Overview - The three major U.S. stock indices closed higher, with the S&P 500 halting a four-day decline [1][5] - The Dow Jones increased by 0.1%, the S&P 500 rose by 0.38%, and the Nasdaq gained 0.59% [5][6] Group 2: Federal Reserve Insights - The probability of a 25 basis point rate cut by the Federal Reserve in December has decreased to 30% [3][16] - Many officials believe there is insufficient reason for a rate cut in December, with more officials opposing it than supporting it [12][16] - Following the December meeting, most officials still see the necessity for further rate cuts [13] Group 3: 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 [9] - Data center revenue was $51.2 billion, surpassing market expectations of $48.62 billion, marking a 66% year-over-year increase [9] - Nvidia's stock rose by 2.85% to $186.52 per share, with a market capitalization of $453.24 billion [7][9] Group 4: Nvidia's Market Impact - Nvidia's strong performance led to a surge in chip stocks, with AMD, TSMC, and Micron all rising approximately 3% in after-hours trading [9] - Nvidia's CEO highlighted record sales of the Blackwell chip and noted that all cloud GPUs were sold out [11]

【导读】美股三大股指 收涨，美联储12月降息25个基点的概率已降至三成，英伟达财报超预期股价大涨 中国基金报记者 张舟 美东时间1 1 月 19 日 ，美国三大股指 集体收涨，标普500指数止住连续4日下跌态势。 昨夜今晨，全球金融市场迎来了最受关注的美联储会议纪要和英伟达季度财报。 美联储方面，会议纪要显示，美联储12月降息25个基点的概率已降至三成。 中概股下跌， 纳斯达克中国金龙指数跌1.54%。个股方面，汽车股普跌，小鹏汽车跌6.43%，蔚来跌3.85%，理想汽车跌3.27%。另外， 网易跌4.22%，哔哩哔哩跌3.49%，阿里巴巴跌0.48%。 | 序号 代码 | | 名称 | 现价 | 涨跌幅 | 年初至今 | 总市值1 ▼ | | --- | --- | --- | --- | --- | --- | --- | | 1 | BABA | 阿里巴巴 | 158.960 | -0.48% | 90.64% | 3793亿 | | 2 | NTES | 网易 | 133.310 | -4.22% | 52.69% | 845亿 | | 3 | JD | 京东集团 | 28.880 | -1.94% ...

营收570.06 亿美元，同比增长62%。 "升！全地球复苏。跌！宇宙大爆炸。" 苦等一夜的英伟达三季报，终于在凌晨，引爆全球。 营收高于市场预期约10个百分点，英伟达交出三季报答卷。 数据显示，英伟达Q3营收570.06亿美元，同比增长62%，超过市场预期552.12亿美元。 净利润为319.1亿美元，同比增长65%。数据中心业务营收512亿美元，同比增长66%。拉动英伟达盘后股价一度涨超 4%。 作为市值曾突破五万亿美元的全球企业No.1，英伟达几乎占据着标普500指数权重的8%，它在道琼斯工业平均指数里，也是纳斯达克100指数的一部分， 权重大约10%。 作为全球最大的AI芯片公司，英伟达占据全球AI芯片市场92%的份额，当前美股市场AI泡沫的声音甚嚣尘上，英伟达的业绩表现将成为检验AI需求真实 性和持续性的关键试金石。 而作为美股"七姐妹"中最后一家发布财报的科技巨头，英伟达此番业绩报告将有可能为2025年末市场定调。 因此，英伟达此番业绩披露成为全球投资者关注的焦点。"本周交易员脑子里只有一件事，而且就这一件事——英伟达财报。"这是策略师们近一周的心 声。 一路高歌，连续九个季度营收增长 美东时间1 ...

【跟踪牛人动态】超3000名"专业选手"如何调仓？最牛选手单只标的浮盈超400% 【头条要闻】 证监会优化ETF注册及上市审核流程 根据通报，从即日起，对于跟踪成熟指数的ETF产品，基金管理人可直接向证监会申请注册，产品注册 完成后，基金管理人根据交易所相关规则和要求，向交易所申请发售和上市。对于具有创新要素产品、 复杂产品、新指数产品化等少数情形，通报作了专门安排。 驱散AI阴霾？英伟达业绩暴增，营收570亿美元创纪录，华尔街吃下"定心丸" 英伟达（NVDA）周三交出了一份破纪录的销售业绩与强劲指引，缓解了最近一周笼罩市场的人工智能 泡沫忧虑。在高端AI数据中心芯片需求持续激增的推动下，该公司10月季度销售额达到570亿美元的纪 录高点，较上年同期增长62%，并超越FactSet调查分析师的普遍预期。该公司同时上调本季度财测，预 估销售额将达650亿美元，分析师此前对该季度的营收预测为621亿美元。这家全球市值最高上市公司周 三盘后交易时段股价上涨逾6%。 美国10月非农不发布 12月降息概率暴降 美国劳工统计局周三宣布，受美国历史上持续时间最长的联邦政府停摆影响，将暂不发布 10 月美国完 整就业报告。该 ...

Group 1 - The core sentiment in the market is driven by strong performance guidance from Nvidia, which confirms the resilience of AI infrastructure demand, significantly boosting tech stocks and global market bullish sentiment [1][3] - The Federal Reserve's hawkish signals from the meeting minutes have raised the dollar and U.S. Treasury yields, dampening market expectations for interest rate cuts [1][12] - Major U.S. stock index futures are all up, with the S&P 500 futures rising by 1.02%, Nasdaq futures up by 1.5%, and Russell 2000 futures increasing by 0.7% [1][2] Group 2 - Nvidia's post-market surge of over 5% has positively impacted other chip stocks such as AMD and TSMC, as well as AI-related stocks like Palantir [3][5] - Specific stock movements include AMD rising by 3.99%, Palantir by 3.9%, and Micron Technology by 3.5%, while the iShares Semiconductor ETF increased by 2.6% [5] - The 10-year U.S. Treasury yield rose approximately 2 basis points to 4.14%, and the dollar index surpassed the 100 mark, indicating a stronger dollar [5][12] Group 3 - Spot gold has seen a short-term increase of 0.7%, currently priced at $4108 per ounce, while silver has risen by 0.6% to $51.67 [8] - The Nikkei 225 index opened up by 1.3%, and the South Korean Seoul Composite index opened up by 2.6%, reflecting positive market sentiment in the Asia-Pacific region [2]

Group 1: Company Updates - Sinovac Biotech received a delisting notice from NASDAQ due to the failure to submit its 2024 annual report by the extended deadline of November 11, 2025. The company has appointed a new independent auditing firm to meet compliance requirements and is actively communicating with NASDAQ regarding the situation [4][5] - Faraday Future's founder, Jia Yueting, has established a second creditor trust to expedite the repayment of domestic debts, emphasizing his commitment to returning to China [6] - DJI clarified that its recent internal product experience event for the Avata 360 was not an investor meeting, countering media reports that misrepresented the event [8] - GAC Toyota confirmed that there are no plans to discontinue its main fuel vehicles by 2026, despite market rumors [8] - NIO has begun external supply of its self-developed high-level autonomous driving chip, indicating potential revenue opportunities in the automotive chip market [18] Group 2: Financial Performance - Kuaishou reported Q3 total revenue of 35.554 billion RMB, a year-on-year increase of 14.2%, with core business revenue growing by 19.2%. Adjusted net profit reached 4.986 billion RMB, up 26.3% year-on-year [9] - Nvidia's Q3 revenue growth exceeded 60%, driven by strong demand for AI infrastructure, with expectations for continued growth in the upcoming quarter [9] Group 3: Market Trends - As of October 2025, China's electric vehicle charging infrastructure reached 18.645 million units, a 54% year-on-year increase, indicating robust growth in the EV market [24] - From November 1 to 16, 2025, retail sales of new energy vehicles in China reached 554,000 units, a 2% year-on-year increase, reflecting ongoing growth in the sector [24]