Macro News - The Ministry of Industry and Information Technology has issued guidelines to optimize business access and promote the development of the satellite communication industry, aiming for over 10 million satellite communication users by 2030 [1] - The Ministry of Commerce plans to introduce new policies to promote service exports and expand service consumption, focusing on fiscal, financial, regulatory facilitation, and international market development [1] Company News - Nvidia reported Q2 FY2026 revenue of $46.74 billion, a 56% year-over-year increase, exceeding market expectations of $46.06 billion. Net profit reached $26.42 billion, up 59%, with earnings per share at $1.05, surpassing the expected $1.01. However, data center revenue of $41.1 billion slightly missed the forecast of $41.34 billion [2] Industry News - The Ministry of Commerce and Jiangsu Provincial Government have released a development plan for the biopharmaceutical industry, focusing on technological innovation and major national projects in the sector [3] - The 2025 AGIC Shenzhen International General Artificial Intelligence Conference has commenced, featuring over 1,000 global brands and more than 11,000 overseas buyers, showcasing advancements across the AI industry [3] - The 2025 China International Big Data Industry Expo will be held in Guiyang, with major companies like Huawei and China Telecom confirmed to participate, highlighting cutting-edge technologies in digital infrastructure and AI [4] Overseas News - U.S. stock indices closed higher on August 27, with the Dow Jones up 147.16 points (0.32%), S&P 500 up 15.46 points (0.24%), and Nasdaq up 45.87 points (0.21%). Major tech stocks mostly rose, while Chinese concept stocks saw declines [5] - The U.S. government is considering acquiring stakes in defense contractors like Lockheed Martin following its investment in Intel [5]
8月28日证券之星早间消息汇总:英伟达最新业绩公布