--- title: "Ahead of Nvidia's earnings release on 11/18, market attention is focused on Blackwell demand and… — 하나증권 — DecisionGateway" description: "statement by 하나증권, recorded recently — verbatim quote and source citation." canonical_url: "https://dgw.tmarket.io/claims/01a1d4ae-b1f8-780c-a428-efe4735941fd" meta: "og:description": "statement by 하나증권, recorded recently — verbatim quote and source citation." "og:image": "https://dgw.tmarket.io/og.jpg" "og:image:alt": "White network of connected nodes crossed by a timeline on black" "og:image:height": "1024" "og:image:width": "1024" "og:title": "Ahead of Nvidia's earnings release on 11/18, market attention is focused on Blackwell demand and… — 하나증권 — DecisionGateway" "twitter:image": "https://dgw.tmarket.io/og.jpg" --- > Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt) statement # **Ahead of Nvidia's earnings release on 11/18, market attention is focused on Blackwell demand and next-generation GPU supply outlook.** A statement by [**하나증권**](https://dgw.tmarket.io/actors/01a1cea2-176c-7cf2-87ea-9ed64a8130ca). Statements are as reported by the cited publishers — not verified by DecisionGateway. > *주요 이벤트: 엔비디아 실적 발표(11/18)를 앞두고 블랙웰 수요 및 차세대 GPU 공급 전망에 시장 관심 집중* companyreportPublished 2026-11-10 [ Read source](https://t.me/companyreport/116000) [**하나증권 dossier **](https://dgw.tmarket.io/actors/01a1cea2-176c-7cf2-87ea-9ed64a8130ca) ## **Discussion** ## **Related claims** [**Nvidia fell due to the fallout from a scandal involving CEO Jensen Huang, but the Philadelphia Semiconductor Index rose, confirming improved investment sentiment.**FICC리서치부 전략/시황: 이경민 · statement](https://dgw.tmarket.io/claims/01a1d733-038b-7349-9e4d-7858709574b0) [**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 · prediction](https://dgw.tmarket.io/claims/01a1ceb3-b989-72c3-98aa-ce205311b6e5) [**Nvidia reports on November 17, with spectacular figures expected (EPS +90% to $2.48), and any slight disappointment could cause new cuts.**analisisbankinter · prediction](https://dgw.tmarket.io/claims/01a1cc27-f2dd-7651-8688-7afec4c28f12) [**Nvidia reports on November 17, with spectacular figures expected (EPS +90% to $2.48), and any slight disappointment could cause new cuts.**se espera · prediction](https://dgw.tmarket.io/claims/01a1cc2a-bc0f-7e69-b46b-ff6e0e6a01a0) [**The market, apart from NVIDIA, is rebounding after Thursday's fall.**financekaz · prediction](https://dgw.tmarket.io/claims/01a1ce5e-2885-7e9d-8e87-036e728e105c) [**Nvidia is under pressure.**MORNING CALL XP · statement](https://dgw.tmarket.io/claims/01a1d1b0-0c87-7a0c-8793-6f1dacb50364) ## **More claims by 하나증권** [**The report reviewed trends and major economic indicators in the U.S. and Chinese stock markets and analyzed valuations and trends by global sector.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b231-7d52-805c-3f604b6a5af0) [**The 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.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b21a-7518-829b-60cdc773571a) [**This 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.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b20e-78ef-8998-71366dda0c35) [**An approach centered on core theme ETFs such as generative AI, semiconductors, quality and cybersecurity, and on major big tech stocks, remains valid.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b203-77a2-bb21-b5002bb38a65) [**For 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](https://dgw.tmarket.io/claims/01a1d4ae-b1e8-7a7b-b444-80aac60af7f7) [All claims by 하나증권](https://dgw.tmarket.io/claims?claimant_id=01a1cea2-176c-7cf2-87ea-9ed64a8130ca) [All claims](https://dgw.tmarket.io/claims) ```json {"@context":"https://schema.org","@graph":[{"@id":"https://dgw.tmarket.io/#website","@type":"WebSite","description":"Decisions, events and falsifiable forecasts from 4,000+ Telegram channels — every claim cited. 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