港股异动 | 英伟达概念股集体爆发英伟达三季度数据中心业务收入远超预期黄仁勋驳斥AI泡沫论

智通财经2025-11-20

智通财经APP获悉，英伟达概念股集体爆发，截至发稿，汇聚科技(01729)涨6.99%，报15.3港元；英诺赛科(02577)涨5.36%，报79.55港元；鸿腾精密(06088)涨4.28%，报5.12港元；嘉利国际(01050)涨4.74%，报2.43港元。消息面上，周三美股盘后，英伟达(NVDA.US)再次公布了超出预期的季报。数据显示，三季度英伟达营收570亿美元，同比增长62%，超过市场...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2584903185?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-11-20 09:55","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2584903185","market":"hk","top_or_hot":-1,"title":"港股异动 | 英伟达概念股集体爆发 英伟达三季度数据中心业务收入远超预期 黄仁勋驳斥AI泡沫论","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，英伟达概念股集体爆发，截至发稿，汇聚科技(01729)涨6.99%，报15.3港元；英诺赛科(02577)涨5.36%，报79.55港元；鸿腾精密(06088)涨4.28%，报5.12港元；嘉利国际(01050)涨4.74%，报2.43港元。消息面上，周三美股盘后，英伟达(NVDA.US)再次公布了超出预期的季报。数据显示，三季度英伟达营收570亿美元，同比增长62%，超过市场...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1371383.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 英伟达概念股集体爆发 英伟达三季度数据中心业务收入远超预期 黄仁勋驳斥AI泡沫论</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 英伟达概念股集体爆发 英伟达三季度数据中心业务收入远超预期 黄仁勋驳斥AI泡沫论\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-20 09:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1371383.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，英伟达概念股集体爆发，截至发稿，汇聚科技(01729)涨6.99%，报15.3港元；英诺赛科(02577)涨5.36%，报79.55港元；鸿腾精密(06088)涨4.28%，报5.12港元；嘉利国际(01050)涨4.74%，报2.43港元。消息面上，周三美股盘后，英伟达(NVDA.US)再次公布了超出预期的季报。数据显示，三季度英伟达营收570亿美元，同比增长62%，超过市场...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1371383.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVDY","symbol_name":"NVDA期权收益策略ETF-YieldMax","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1371383.html","article_id":"2584903185","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2584903185","pubTimestamp":1763603757,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"消息面上，周三美股盘后，英伟达再次公布了超出预期的季报。数据显示，三季度英伟达营收570亿美元，同比增长62%，超过市场预期；净利润319亿美元，同比增长65%；毛利率73.4%。作为英伟达最核心的营收来源，三季度数据中心业务收入创下历史纪录，达到512亿美元，同比增长66%，超过市场预期。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"NVDY":"NVDA期权收益策略ETF-YieldMax","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","NVIW.SI":"NVDA 3xLongSG261006","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","02577":"英诺赛科","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","NVDD":"1倍做空NVDA ETF-Direxion","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","2NVD.UK":"2X NVIDIA ETP","06088":"鸿腾精密","BK4605":"半导体精选","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","NVD3.UK":"LS 3X NVIDIA","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","01729":"汇聚科技","NVDS.UK":"LS -1X NVIDIA","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","NVD2.UK":"2X NVIDIA ETP","BK4581":"高盛持仓","SNVD.UK":"LS -1X NVIDIA","BK4532":"文艺复兴科技持仓","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","NVDS":"1.5倍做空NVDA ETF-Tradr","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","NVDA":"英伟达","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","NVDU":"2倍做多NVDA ETF-Direxion","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","01050":"嘉利国际","SG9999014906.USD":"大华全球优质成长基金Acc USD","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","NVDX":"2倍做多NVDA ETF-T-Rex","3NVD.UK":"LS 3X NVIDIA","NVD":"2倍做空NVDA ETF-GraniteShares"},"translate_title":"Changes in Hong Kong stocks | Nvidia concept stocks collectively exploded Nvidia's data center business revenue in the third quarter far exceeded expectations Huang Renxun refutes the AI bubble theory","themeId":"67b0dc73f4dd32827f1c6a64062afa86","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"02577":0.9,"NVD2.UK":0.6,"NVD":0.6,"01050":0.9,"NVDU":0.6,"3NVD.UK":0.6,"NVDA":1.5,"NVDS":0.6,"NVD3.UK":0.6,"SNVD.UK":0.6,"NVDD":0.6,"NVIW.SI":0.6,"NVDX":0.6,"2NVD.UK":0.6,"NVDS.UK":0.6,"01729":0.9,"NVDY":0.6,"06088":0.9},"content_text":"智通财经APP获悉，英伟达概念股集体爆发，截至发稿，汇聚科技(01729)涨6.99%，报15.3港元；英诺赛科(02577)涨5.36%，报79.55港元；鸿腾精密(06088)涨4.28%，报5.12港元；嘉利国际(01050)涨4.74%，报2.43港元。消息面上，周三美股盘后，英伟达(NVDA.US)再次公布了超出预期的季报。数据显示，三季度英伟达营收570亿美元，同比增长62%，超过市场预期；净利润319亿美元，同比增长65%；(GAAP)毛利率73.4%。作为英伟达最核心的营收来源，三季度数据中心业务收入创下历史纪录，达到512亿美元，同比增长66%，超过市场预期。值得注意的是，英伟达创始人兼CEO黄仁勋在财报电话会上表示：“关于AI泡沫的说法有很多，但从我们的角度来看，情况(与互联网泡沫时期相比)截然不同。AI正在改变现有的工作负载，并没有看到AI泡沫的存在。”黄仁勋在财报中透露：“Blackwell芯片的销售远超预期，云端GPU已经全部售罄。无论是训练还是推理，算力需求都在加速增长、指数级叠加。我们已经进入了AI的良性循环期。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2584903185","isCrawlerRequest":true}

港股异动 | 英伟达概念股集体爆发 英伟达三季度数据中心业务收入远超预期 黄仁勋驳斥AI泡沫论

精彩评论

港股异动 | 英伟达概念股集体爆发英伟达三季度数据中心业务收入远超预期黄仁勋驳斥AI泡沫论