智通财经APP获悉，国盛证券发布研报称，英伟达财报背后是AI硬件需求的长期持续性和成长性，无论是从技术驱动、需求结构和竞争格局等各个角度出发，都可以论证AI叙事的长逻辑并未发生动摇。该行指出，短期来看，资金流向倾向于AI应用领域，AI硬件估值受到压制。但从行业周期角度，硬件的价值最终将被重新定价，回归合理水平。该行指出，AI应用与硬件相辅相成，硬件需求的增长与AI应用落地将形成正反馈循环。

Nvidia Inc. (NVDA) reported strong Q3 free cash flow margins and analysts have raised their revenue forecasts. This means ...

NVIDIA Corporation (NVDA) just reported its latest earnings results. Nvidia’s third-quarter earnings report exceeded ...

On Thursday, NVIDIA Corp (NVDA) stock saw a modest uptick, ending the day at $146.67 which represents a slight increase of $0.78 or 0.53% from the prior close of $145.89. The stock opened at $149.35 ...

证监会主席吴清表示，着力打通社保、保险、理财等资金入市的堵点、痛点，培育鼓励长期投资的市场生态，长期投资、短期投资我们都是欢迎的。目前互换便利首批500亿元操作已经落地，有超过120家上市公司披露回购增持再贷款安排。

Nvidia (NASDAQ:NVDA) just reported some incredibly strong third-quarter numbers that saw sales double. With AI demand still ...

We recently compiled a list of the Jim Cramer Is Focused on These 15 Stocks This Week. In this article, we are going to take ...

智通财经获悉，周四，三大指数上涨，奈飞连续四个交易日续创新高，英伟达创盘中新高。美联储古尔斯比称劳动力市场已经稳定，或需要放慢降息步伐。 【美股】截至收盘，道指涨461.88点，涨幅为1.06%，报43870.35点;纳指涨6.28点，涨幅为0.03%，报18972.42点;标普500指数涨31.60点，涨幅为0.53%，报5948.71点。英伟达(NVDA.US)涨0.5%，奈飞(NFLX.US ...

Gary Black remains optimistic about Nvidia's stock performance despite production delays for Blackwell chips and missing Q4 ...

智通财经APP获悉，招银国际发布研报称，英伟达(NVDA.US)25财年第三季度业绩符合公司指引及市场一致预期。数据中心收入再次创下历史新高，数据中心收入中，90%来自算力相关收入(276亿美元，环比增长22.3%)，其余来自网络相关收入(31亿美元，环比下降14.7%)。考虑到Hopper系列需求强劲以及Blackwell系列产量提升，算力业务是公司业务持续增长的主要驱动力。尽管本季度网络相关业 ...

U.S. stock index futures on Wednesday pointed to a largely flat open, ahead of highly anticipated Nvidia ( NVDA) earnings.

NVIDIA’s Q3 2025 earnings report was published shortly after the close of markets today. NVIDIA tallied $35.1 billion in ...