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輝達財報亮眼、強勢展望一次看！黃仁勳：Blackwell已賣到缺貨
Newtalk新聞 NVIDIA（NASDAQ： NVDA）公布截至2025年10月26日的第三季營收為570億美元，較前一季成長22%，較去年同期成長62%。本季GAAP與非GAAP毛利率分別為73.4%與73.6%。本季GAAP及非GAAP稀釋每股盈餘均為1.30美元。 NVIDIA 創辦人兼執行長黃仁勳表示：「Blackwell 銷售額爆表，雲端 GPU 也已售罄。」「運算需求持續加速且在訓練與推理中複利，每一項都呈指數成長。我們已經進入了人工智慧的良性循環。AI 生態系統正在快速擴展，有更多新的基礎模型開發者、更多 AI 新創公司，涵蓋更多產業，且進入更多國家。人工智慧無所不在，什麼都做，一次過。」 以下是輝達財報完整內容與2026年財政年第四季展望： 在2026財政年度的前九個月，NVIDIA以回購股份及現金股息的形式，向股東返還了370億美元。截至第三季末，公司仍有622億美元的股份回購授權。 NVIDIA 將於 2025 年 12 月 26 日向所有在案股東支付下一季度現金股息，每股 0.01 美元。 2026財政年度第三季總結 預計營收為650億美元，正負2%。 GAAP與非GAAP毛利率預計分別為74.8%與75.0%，正負50個基點。 GAAP及非GAAP營運費用預計分別為約67億美元及50億美元。 GAAP及非GAAP的其他收入與支出預計約為5億美元，不含非市場性及公開持有股票證券的損益。 GAAP及非GAAP稅率預計為17.0%，正負1%，不含任何離散項目。 第三季營收創下512億美元新高，較前一季成長25%，較去年同期成長66%。 …
Google’s new Gemini model puts China’s AI start-ups on the defensive
The release of Google DeepMind’s latest artificial intelligence model has sparked debate about the future of US-China competition in AI and the ability of Chinese developers to keep up. Gemini …
Sick China teenager draws train to university as self-encouragement but dies
A Chinese teenager who bravely battled a rare disease, even sketching trains to symbolise his university journey for self-encouragement during chemotherapy, died shortly after receiving his admission letter. The student, …
As high-speed rail erodes airfares, China’s airlines are stuck in overcapacity
China’s airlines are stuck in a difficult paradox, according to a new industry report: while their passenger numbers have risen, they are struggling to secure profits as competition intensifies on …
LG Electronics inks Wi-Fi patent licensing agreement with Amazon
SEOUL, Nov. 20 (Yonhap) -- LG Electronics Inc. said Thursday it has signed an ag...
Nvidia’s upbeat forecast soothes fears of AI spending bubble
Sales will be about $65 billion in the January quarter, the chipmaker said, while analysts had estimated $62 billion, on average.
[단독] '피지컬: 100 스웨덴,' 2026년 촬영 앞두고 캐스팅 오픈
"피지컬: 100 스웨덴"이 공식적으로 제작에 돌입했다. 넷플릭스 측은 총 100명의 스웨덴 참가자가 우승을 놓고 경쟁하게 될 것이라고 밝혔다. 현재 온라인 참가자 모집이 진행중이며 지원서 가이드라인에 따르면 직업 제한 없이 엘리트 …
[Exclusive] 'Physical 100: Sweden' opens casting for 2026 shoot
Netflix has officially confirmed that “Physical 100: Sweden” is underway. The streamer said 100 contestants will compete for the top prize, with casting now open through shortaudition.com/Projekt-00. Producers are seeking …
日防衛省智庫：台灣有事 俄可能與美合作牽制中國
Newtalk新聞 日本防衛省部智庫「防衛研究院」今（20）日發布《2026年中國安全報告》，分析了中國安全政策的發展趨勢。報告指出，中國與俄羅斯在烏克蘭問題上保持了一定距離，而俄羅斯和朝鮮則在軍事上日益密切，三方關係中存在戰略上的不一致。報告也指出，俄羅斯可能在台灣問題上與美國進行有限的軍事合作，以對抗中國旨在統一台灣的立場。 《產經新聞》報導，該智庫以〈不平衡的夥伴關係：中俄朝〉為題的報告分析了近年來中俄朝三國合作關係不斷深化的戰略意圖，例如今年九月俄羅斯總統普丁和北韓領導人金正恩與中國國家主席習近平一同出席在北京舉行的抗日戰爭勝利 80 週年紀念活動。 中國透過聯合演習，加強了與俄羅斯的軍事合作，而俄羅斯在入侵烏克蘭後加強了與北韓的關係。報告警告說，鑑於與美國及其盟友的戰略平衡，「東北亞地區可能會出現『日美韓對抗中俄朝』的陣營式衝突結構」。 然而，這份報告也指出，中俄三國在核武發展等議題上存在不同的外交和軍事立場，「三國關係是在雙邊關係的基礎上發展起來的，而非三邊關係」。 中國正在深化與中東和非洲等「全球南方」（新興和發展中國家，主要位於南半球）的聯繫，以建立新的國際秩序。中國對與俄羅斯的關係持謹慎態度，因俄羅斯入侵烏克蘭破壞了國際秩序。報告指出，雖然中國重視與台灣和南海等鄰國的軍事合作，但「它正試圖與歐洲方面的直接合作以及與俄羅斯和朝鮮的和解保持距離」。 報告指出，儘管朝鮮對中國的經濟依賴程度依然不變，但它正透過推動核能發展，來增強其外交自主性。因此，「中國的角色現在受到限制。如果朝鮮作為一個核武大國與美國對抗，可能會損害中國的利益。」延伸閱讀：2025全球軍力排名出爐 美俄中名列前三 台灣以「這名次」入列其中 中國飛日本機票傳已退近50萬張！旅日達人推「1絕美景點」笑：大家知道要做什麼了吧中國多家旅行社暫停銷售日本旅遊行程！日本民眾嗨翻：解決過度旅遊高市一句「台灣有事」引中日交惡擴大！《共同社》：中國暫停進口日本水產日本「2檔電影」在中國暫緩上映！鬼滅之刃岌岌可危 反讓中國人慌了
UN committee adopts resolution on N. Korean human rights backed by S. Korea, US
A UN committee has adopted by consensus a resolution condemning widespread human rights violations in North Korea, the foreign ministry said Thursday, with the backing of more than 60 member …
Trump administration makes major changes to a report it commissioned on FEMA reforms, AP sources say
A draft of a much-anticipated report on reforms to the Federal Emergency Management Agency has been whittled down in size, with recommendations compiled by a council appointed by…
University of Tokyo Hospital doctor arrested for allegedly taking bribes
The suspects, a doctor and a medical equipment company official, are believed to have abused a system allowing for donations to support research.
‘We can’t have it all’: Turkey to host UN climate summit as Australia budges
Turkey will host next year’s UN climate summit while Australia will lead the conference’s negotiations among governments under a compromise deal taking shape in talks in Brazil, Australian Prime Minister …
Seoul shares open higher after Nvidia earnings results
South Korean stocks got off to a strong start Thursday following a two-day decline, as big-cap tech shares gathered ground following Nvidia's announcement of a record quarterly result. The benchmark …
Seoul shares open higher after Nvidia earnings results
SEOUL, Nov. 20 (Yonhap) -- South Korean stocks got off to a strong start Thursda...
專家看盤》輝達財報優於預期 電子盤夜間走強 激勵台股利多支撐
Newtalk新聞 「台股今天(20日)有望出現跌深反彈，受惠美股回穩帶動。」分析師林漢偉表示，電子權值股轉強，有助於指數企穩。中小型股仍多呈弱勢整理，融資籌碼壓力尚未完全化解。今天以跌深反彈格局為主，留意指數能否站穩27000點。 回顧美股表現：美股昨天四大指數開高走高，AI 巨頭強勢領漲科技族群。費半指數收漲 1.82%，為四大指數中最強。半導體表現：博通 4.09%、邁威爾 3.3%。大型科技股：Google 3%、輝達 2.85%。Google 發表新 AI 模型，股價創下歷史新高。 林漢偉表示，輝達跌深反彈，科技權值全面走強，美股終結連跌。盤後輝達財報優於預期，盤後一度大漲超過 4%，帶動電子盤全面上攻。 總體面與台指期：美元反彈、美債利率上揚。台指期大漲 373 點，漲幅 1.4%。台積電 ADR 上漲 1.6%，有助今日台股開盤氣氛。 以下是分析師解析今天盤勢重點： 一、指數技術面與量能 台股今天指數強勢反彈，盤中挑戰 27000 點整數大關。 外資現貨仍偏賣，但期貨空單減少，籌碼面屬中性偏空。 櫃買指數回穩，但受融資高檔影響，反彈力道不一致。 二、傳產與題材概念股 IC …
'We want representation': SNU's foreign student body speaks out
A cheerful atmosphere filled a large hall at Seoul National University on Friday as students roamed the aisles in search of their assigned groups. Korean students mingled with their peers …
Hong Kong’s elite schools vet book donations for national security risks
An elite Hong Kong government school has warned that some books donated by alumni may contain material potentially breaching national security legislation, pledging to adopt a new policy rejecting publications …
Israeli military steps up strikes in Lebanon, saying it is targeting Hezbollah
Israel has accused Hezbollah of trying to rearm since a U.S.-backed ceasefire last year while the group says it has abided by requirements to end its military presence near Israel.
Lee set to hold summit talks with Egypt's El-Sisi, unveil Middle East initiatives
President Lee Jae Myung is set to hold summit talks with Egyptian President Abdel Fattah El-Sisi on Thursday and outline South Korea's new initiatives for the Middle East during his …