【环球网科技综合报道】11月24日消息，据外媒marketwatch报道，芯片巨头英伟达近日发布了2025年10月 季度财报，营收与净利润均超预期，甚至披露未来Blackwell和Rubin芯片将带来5000亿美元营收可见度， 但美股AI板块未能扭转颓势，次日高开低走，相关个股集体下挫。 外媒指出，此次AI板块遇冷，源于多重因素叠加。行业层面，OpenAI的偿付能力引发质疑，其与云厂商、 芯片企业的巨额合作超出当前营收，叠加CoreWeave等合作方的债务融资问题，加剧市场对AI泡沫的警 惕。 同时，英伟达自身也面临争议：库存持续膨胀与递延收入模式引发部分投资者担忧，认为若未来订单放缓 可能出现营收缺口，但也有分析师表示，库存增长是为保障产能、应对供应链竞争的必要布局。此外，谷 歌发布的Gemini 3模型性能超越ChatGPT，且基于自研TPU训练，削弱了市场对英伟达芯片的依赖度，进一 步冲击板块情绪。（旺旺） ...

Core Insights - Agentic AI's hardware TicNote and AI collaborative development platform CodeBanana have fully integrated with the Gemini 3 model to enhance their capabilities [1] Group 1 - The integration aims to improve TicNote's ability to summarize and understand dialogue intentions [1] - CodeBanana's capabilities in AI programming, code review, and bug fixing are also enhanced through this integration [1]

Group 1 - Nvidia shares rose by 5.2% following an outstanding earnings report, leading multiple investment banks to raise their target prices [1] - Google shares increased by 4.2% as the Gemini 3 model received market recognition [1] - Walmart shares climbed by 2.7% after reporting better-than-expected Q3 performance [1] Group 2 - Warner Music shares rose by 2.4% as fourth-quarter revenue exceeded expectations [1] - Abbott shares fell by 2.5% while Exact Sciences shares surged by 17.9% [1] - Abbott announced plans to acquire Exact Sciences, with an estimated enterprise value of $23 billion [1]

格隆汇11月20日｜谷歌美股盘前涨超2%，Gemini 3模型获市场认可，投资者预期该公司能够在生成式 AI领域保持领先地位。 ...

当地时间11月19日，美股三大指数收高。投资者期待英伟达财报将能缓解对人工智能股票估值过高和过 度炒作的担忧。美联储会议纪要显示，官员们就是否需要连续第三次降息存在严重分歧。 道指涨47.03点，涨幅为0.10%，报46138.77点；纳指涨131.38点，涨幅为0.59%，报22564.23点；标普 500指数涨24.86点，涨幅为0.38%，报6642.16点。 美联储会议纪要显示成员分歧严重 12月按兵不动可能性大增 美国就业数据空窗期将延续至美联储12月会议之后，这加剧了政策不确定性，并显著提升了暂停降息的 可能性。 尽管劳工统计局将于周四发布9月非农数据，但已明确下次数据发布需等到12月16日——届时发布的11 月完整数据集将包含10月的部分数据。而美联储12月政策会议将于美东时间10日结束。 与此同时，最新的美联储10月会议纪要显示，官员们就是否需要连续第三次降息存在严重分歧。在此背 景下，芝商所美联储观察工具显示，12月会议按兵不动的概率已从此前约50%升至近70%。 美联储10月政策会议纪要显示，美联储决策层在上月降息时存在严重分歧。 会议纪要补充道："多数与会者指出，进一步降低政策利率可能加 ...

Market Performance - US stock market rebounded after four consecutive days of decline, with all three major indices closing higher; Nasdaq led the gains with an increase of 0.6% [1] - As of the close, Dow Jones increased by 0.10% to 46,138.77 points, S&P 500 rose by 0.38% to 6,642.16 points, and Nasdaq climbed by 0.59% to 22,564.23 points [1] Technology Stocks - Most large-cap tech stocks saw gains; Nvidia rose by 2.85%, while Microsoft fell by 1.35% [3] - Notable performances included Google, which surged by 3% and reached a historical high after the release of its Gemini 3 model, enhancing investor confidence in its AI competitiveness [5] Chinese Stocks - The Nasdaq Golden Dragon China Index declined by 1.54%, with Alibaba down by 0.52%, JD.com down by 1.95%, and NIO down by 3.85% [6] - Other notable declines included XPeng down by 6.41% and Baidu down by 1.43% [6] Commodities and Currencies - International oil prices fell, with light crude oil futures down by $1.30 to $59.44 per barrel, a decrease of 2.14% [10] - The dollar-yen exchange rate surpassed 157 for the first time since January, increasing nearly 1% [10] Federal Reserve Insights - The FOMC minutes indicated a divided opinion on whether to continue rate cuts in December, with a 10 to 2 vote to lower rates by 25 basis points in the last meeting [12][13] - Many participants expressed concerns about the labor market slowdown and inflation not showing signs of sustainable decline towards the 2% target [15]