英伟达财报引发市场热议，短期挑战或影响营收增长

Group 1 - Nvidia is set to announce its latest earnings report next Wednesday, with third-quarter performance guidance being a focal point for market attention [1] - Market expectations predict Nvidia's third-quarter revenue to reach $45.92 billion, with earnings per share at $1.01, although uncertainties regarding semiconductor export licenses may lead to potential revenue fluctuations [1] - Despite short-term challenges due to U.S. export restrictions to China, Nvidia's long-term outlook remains optimistic, supported by increased production capacity and improvements in the GPU supply chain [1] Group 2 - Nvidia's latest AI chip, Blackwell, is considered a key driver for the company's growth, with performance improvements showing a 2.2 times increase over the previous generation in AI training workloads [2] - Several investment firms have recently raised Nvidia's target price, reflecting confidence in its future growth, although some remain cautious about the need for strong performance to support current high valuations [2] - Despite the recent surge in Nvidia's stock price, some large institutional investors have begun to sell portions of their holdings, indicating a focus on high valuations and macroeconomic factors in the short term [2]