U.S. semiconductor stocks show divergence! Is NVIDIA's Q3 performance still the "trump card" for the U.S. stock bull market?

The semiconductor stocks in the US market are showing a divergence, with NVIDIA set to announce its Q3 financial report on November 20. The market is focused on its performance and the Blackwell chip issue. Since the 2024 US presidential election, chip stocks have dropped by 3%, while the S&P 500 index has risen. NVIDIA's stock price has rebounded by 45% since July, with a cumulative increase of 205%. However, many peers have performed poorly, with some companies seeing declines of over 40%. Investors are hopeful that NVIDIA's financial report will bring growth prospects to the semiconductor industry. Analysts expect NVIDIA's Q3 revenue to increase by 83% year-on-year to $33.08 billion, and EPS to rise by 94% year-on-year to $0.72