Nvidia(US:NVDA) Feng Huang Wang Cai Jing·2025-08-27 23:02Group 1 - The U.S. stock market showed moderate gains, with the Dow Jones Industrial Average rising by 0.32%, the Nasdaq Composite increasing by 0.21%, and the S&P 500 up by 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 [2] - Nvidia's data center revenue was $41.1 billion, also up 56% year-on-year, but slightly below analyst expectations of $41.3 billion, marking the second consecutive quarter of missing Wall Street forecasts [2] Group 2 - GPU computing chip revenue was $33.8 billion, down 1% 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 range, which raised concerns about the slowing growth of AI-related expenditures [2] - Following the earnings report, Nvidia's stock price initially dropped and at one point fell by 5%, indicating the report's significant impact on market sentiment [2]