Tiger Brokers

美股夜盘 | 英伟达绩后涨超5%，持仓股CRWV涨超10%；加密矿企股APLD涨超13%，核电股LEU涨近7%

老虎资讯综合
Nov 20, 2025

11月20日，美股夜盘时段，英伟达涨超5%，Q3营收增长62%，Q4指引超预期！黄仁勋称“Blackwell销量远超预期” 。

半导体、 英伟达持仓概念股集体走高，Coreweave涨超10%，NEBIUS涨超8%，美光科技涨超4%，博通、台积电涨近3%。消息方面：黄仁勋表示所有云端GPU均已售罄。

美股核电板块走强，Centrus Energy涨近7%，Oklo Inc涨超5%，Energy Fuels、GE Vernova、Uranium Energy跟涨。

加密矿企概念股上涨，Applied Digital涨超13%，Cipher Mining涨超12%，IREN涨超10%。

艾马克技术涨超10%；英伟达首席财务官表示，公司将在未来四年内与芯片封装企业Siliconware Precision Industries和艾马克技术合作，扩大其在美国的制造业务。

Palo Alto Networks跌近4%，Q1营收、调整后EPS超预期，平台化进度放缓。

Cerence暴涨逾30%，业绩指引远超预期。

谷歌A续涨2%，Gemini 3模型获市场认可。

美沙共推稀土精炼合资项目，MP Materials续涨2%，隔夜收涨近9%。

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