Group 1 - The U.S. stock market showed moderate gains, with the Dow Jones Industrial Average up 0.32%, the Nasdaq Composite up 0.21%, and the S&P 500 up 0.24% [1] - Nvidia's Q2 revenue reached $46.7 billion, exceeding market expectations of $46.05 billion, marking a year-on-year increase of 56%, but the slowest growth rate since the generative AI boom began in 2023 [1][2] - Nvidia's data center business remains a growth engine, with Q2 revenue of $41.1 billion, also up 56% year-on-year, but slightly below analyst estimates of $41.3 billion [1][2] Group 2 - GPU computing chip revenue was $33.8 billion, a 1% decrease quarter-on-quarter, primarily due to the lack of H20 chip shipments to China, resulting in a sales reduction of approximately $4 billion [2] - Nvidia provided a Q3 revenue outlook of $54 billion, with a 2% fluctuation, which raised concerns about the slowing growth of AI spending [2] - Following the earnings report, Nvidia's stock price initially dropped and widened to a 5% decline, indicating the report's significant impact on market sentiment regarding the AI sector [2]
刚刚,“全球最重要股票”财报出炉,美股牛市要悬了?