11月20日，半导体、 英伟达持仓概念股盘后集体走高，Coreweave、NEBIUS涨超7%，美光科技、台积电涨超3%。
消息方面：黄仁勋表示所有云端GPU均已售罄。
英伟达创始人兼首席执行官黄仁勋（Jensen Huang）表示：“Blackwell芯片的销售表现远超预期，云端GPU已全面售罄。无论是训练还是推理，计算需求都在持续加速并呈指数级增长。我们已进入人工智能的良性循环：AI生态系统正在快速扩张——越来越多的新基础模型开发者、更多AI初创企业，遍布更多行业和国家。AI正同时走向全球各个角落，赋能万事万物。”
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