盘前异动|英伟达业绩强劲提振市场情绪!半导体、AI、核电、加密货币等多板块集体走强

老虎资讯综合
Nov 20, 2025

11月20日,美股三大股指期货齐涨,截止发稿,道指期货涨0.52%,纳指期货涨1.58%,标普500指数期货涨1.17%。

英伟达涨超5%,最新财报及展望双双“炸裂”;此外,报道称白宫施压国会阻止限制AI芯片出口法案;

明星科技股普涨,甲骨文涨超3%,谷歌A涨超2%,微软亚马逊特斯拉Meta均涨超1%;

半导体板块集体走强,超微电脑涨超6%,AMD涨超5%,迈威尔科技涨超4%,美光科技、SanDisk、西部数据希捷科技台积电、博通涨超3%,英特尔涨超2%;

英伟达持仓概念股集体走高,Applied Digital涨超12%,Nano-X Imaging涨近10%,Coreweave涨近9%,NEBIUS涨近8%,SoundHound AI涨超7%,ARM Holdings涨近4%;

AI概念股集体上扬,BigBear.ai涨超5%,PalantirTempus AI涨超4%,AppLovinC3.aiHims & Hers Health涨超2%;

加密货币概念股集体反弹,Cipher Mining涨近12%,IRENUpexi涨超9%,TeraWulfHut 8Bit Digital涨超7%,CleanSparkBitMineRiot Platforms涨超5%,StrategyMARA HoldingsRobinhoodCoinbaseCircleBullishSharpLink Gaming涨超3%;

核电股普涨,NuScale PowerNano Nuclear Energy涨近8%,Centrus Energy涨超7%,OkloLightbridge涨超5%,Energy FuelsConstellation涨超3%;

量子计算概念股普涨,SEALSQ涨超5%,Arqit Quantum涨近5%,D-Wave Quantum涨近4%,Quantum ComputingRigetti ComputingIONQ涨超2%;

无人机概念股普涨,Unusual Machines张近6%,Red Cat Holdings涨近5%,Palladyne AI涨超4%,AeroVironment涨近4%,Archer Aviation涨超3%;

Palo Alto Networks跌近4%,第一财季业绩超市场预期,但业绩指引趋于谨慎;

Cerence涨超30%,第四财季业绩好于预期,全年业绩指引远超预期;

文远知行涨超4%,该公司Robotaxi获准在瑞士公共道路上开展纯无人运营;

艾马克技术公司涨超10%,此前英伟达宣布该公司将成为其美国先进芯片封装工作的关键合作伙伴。

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