Zhong Guo Ji Jin Bao·2025-08-25 16:21Market Overview - US stock market showed mixed performance with Dow Jones down approximately 200 points, while Nasdaq rose about 0.3% due to gains in Nvidia and Intel stocks [3] - The enthusiasm for Federal Reserve rate cuts has cooled, with market participants preparing for potentially unfavorable inflation data [4] Federal Reserve Insights - Core inflation indicators may have slightly increased last month, highlighting the challenge for decision-makers in balancing inflation control and a weakening job market [5] - Federal Reserve officials are expected to discuss their stance on potential rate cuts in public speeches this week, with a focus on labor market risks [5] Nvidia's Financial Performance - Nvidia is set to release its quarterly earnings report, which is anticipated to alleviate concerns regarding AI spending and confirm that the current stock market rebound is not a tech bubble [7] - Nvidia's latest robot chip module, Jetson AGX Thor, has been launched at a price of $3,499, with the first batch expected to ship next month [8][9] Nvidia's Growth Opportunities - CEO Jensen Huang stated that robotics represents a significant growth opportunity for the company, with AI contributing to a more than threefold increase in total sales over the past two years [10] - The Jetson Thor chip boasts performance that is 7.5 times greater than its predecessor, supporting large AI models essential for humanoid robots [11] Robotics and Automotive Integration - Nvidia has integrated its automotive and robotics businesses into a single department, achieving quarterly sales of $567 million in May, a 72% year-over-year increase [12] - The Jetson Thor chip can also be utilized in autonomous vehicles, particularly for Chinese brands, with Nvidia's automotive chips optimized for automotive applications [12]