statement
Ahead of Nvidia's earnings release on 11/18, market attention is focused on Blackwell demand and next-generation GPU supply outlook.
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주요 이벤트: 엔비디아 실적 발표(11/18)를 앞두고 블랙웰 수요 및 차세대 GPU 공급 전망에 시장 관심 집중
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10월 말부터 본격 가동된 중국 창수 신규 생산시설이 Nvidia 가속기 수요 중심으로 가동률이 빠르게 상승하고 있어 4분기에도 가이던스를 상회하는 실적을 기록할 가능성이 높다.하나증권 IT 김민경 · predictionNvidia reports on November 17, with spectacular figures expected (EPS +90% to $2.48), and any slight disappointment could cause new cuts.se espera · predictionNvidia reports on November 17, with spectacular figures expected (EPS +90% to $2.48), and any slight disappointment could cause new cuts.analisisbankinter · predictionThe market, apart from NVIDIA, is rebounding after Thursday's fall.financekaz · predictionNvidia is under pressure.MORNING CALL XP · statementNVIDIA is reportedly intending to slow down chip orders.工商時報報導 · allegation
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The report reviewed trends and major economic indicators in the U.S. and Chinese stock markets and analyzed valuations and trends by global sector.statementThe U.S. should watch AI-related regulation and volatility in the semiconductor sector, while for China domestic demand stimulus and policy effects will be key to a sustained rebound.statementThis report is a weekly report covering global sector trends and indicators rather than a single earnings estimate for an individual company, and it does not provide annual aggregate earnings figures.statementAn approach centered on core theme ETFs such as generative AI, semiconductors, quality and cybersecurity, and on major big tech stocks, remains valid.statementFor Chinese equities, the probability of gains in Hong Kong and mainland large-cap indices has risen, but a sustained uptrend requires resolving internal tasks such as private credit and domestic demand stimulus and breaking through AI technology bottlenecks.statement
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