Mei Ri Jing Ji Xin Wen·2025-08-25 06:50Group 1 - The core viewpoint of the articles highlights the strong performance of AI computing and Nvidia's supply chain stocks, with significant gains observed in companies like Zhongji Xuchuang and Lingyi Zhi Zao, as well as a notable increase in the 5G communication ETF [1] - Nvidia is set to release its latest financial report on Wednesday, with the third-quarter guidance expected to be a focal point for the market [1] - KeyBanc Capital Markets reports that despite short-term uncertainties in the Chinese market, Nvidia's business fundamentals remain strong, supporting long-term growth [1] Group 2 - In the fiscal quarter ending in July, Nvidia's GPU supply increased by 40%, with an expected further growth of 20% by the end of October due to the ramp-up of the B200 [1] - KeyBanc raised Nvidia's target price from $190 to $215 while maintaining an "overweight" rating, while Susquehanna analyst Christopher Rolland increased the target price from $180 to $210, also maintaining a "positive" rating [1]