Nvidia(US:NVDA) 2 1 Shi Ji Jing Ji Bao Dao·2025-08-28 01:41Market Overview - On August 27, US stock indices experienced fluctuations, with the Dow Jones Industrial Average, Nasdaq, and S&P 500 rising by 0.32%, 0.21%, and 0.24% respectively [1] Technology Sector Performance - The performance of major US tech stocks was mixed, with the Wind US Tech Giants Index increasing by 0.15%. Microsoft rose by 0.94%, while Nvidia fell by 0.09% [2] - The Nasdaq Golden Dragon China Index declined by 2.58%, with Zhihu rising over 5%, while Vipshop, Tencent Music, and Alibaba dropped over 1% [2] Nvidia's Financial Results - Nvidia reported second-quarter revenue for fiscal year 2026 of $46.7 billion, up from $30.04 billion year-over-year, exceeding market expectations of $46.058 billion. Data center revenue was $41.1 billion, compared to $26.272 billion the previous year, also above the expected $41.3 billion [2] - Net profit for the quarter was $26.422 billion, up from $16.599 billion year-over-year, surpassing the forecast of $23.465 billion. The gross margin for the second quarter was 72.4% [2] Future Projections and Stock Buyback - Nvidia anticipates third-quarter revenue of $54 billion, with a variance of 2%, while analysts expect $53.46 billion. The company also approved an additional $60 billion for stock buybacks [3] - Following the earnings report, Nvidia's stock fell over 5% in after-hours trading, impacting other chip stocks negatively, with AMD and Broadcom both declining over 1% [3] CEO Insights and Market Opportunities - Nvidia's CEO Jensen Huang indicated strong demand for AI and significant growth opportunities ahead. He mentioned that the Chinese market could present $50 billion in opportunities this year, with an annual growth rate of approximately 50% [4] - Huang expressed intentions to sell updated chips in the Chinese market [4] Commodity Market Update - As of August 27, COMEX gold futures rose by 0.55%, and COMEX silver futures increased by 0.22% [4] - International oil prices also saw an increase, with ICE Brent crude rising by 0.75% and NYMEX WTI crude up by 0.96% [5]