Nvidia(US:NVDA) Guan Cha Zhe Wang·2025-05-27 05:08Group 1 - Nvidia is set to report its earnings after the US market closes on May 28, with Bank of America expecting a slight beat in performance for the period from February to April, despite a projected decline in gross margin to about 58% due to a $5.5 billion write-down from the H20 ban [1] - Analysts predict Nvidia's revenue for the next 5-7 months to be around $46 billion, with Bank of America adjusting its forecast down from $48 billion to $46.4 billion due to the H20 ban [1] - Nvidia's stock is considered a top pick in the sector due to its unique influence in global AI deployment, with expectations for gross margins to rebound to the mid-70% range in the second half of the year [1] Group 2 - Nvidia plans to launch a new AI chip targeted at the Chinese market, priced significantly lower than the restricted H20 model, with production expected to start as early as June [3] - The new GPU will belong to Nvidia's latest Blackwell architecture AI chip series, with an expected price range of $6,500 to $8,000 [3] - Nvidia's CEO expressed that the additional ban on H20 chips is painful, resulting in a loss of $15 billion in revenue and potentially $3 billion in tax revenue for the US [3]