Nvidia(US:NVDA) 智通财经网·2025-08-28 02:45Group 1: Nvidia (NVDA) - Nvidia reported Q2 revenue of $46.7 billion, slightly below Goldman Sachs' expectation of $47 billion but above Wall Street's consensus of $46.5 billion [1] - Data center revenue reached $41.1 billion, a year-over-year increase of 56%, while gaming revenue was $4.3 billion, exceeding analyst expectations of $3.9 billion [1] - Gross margin was reported at 72.4%, in line with expectations, and operating margin was 64.5%, surpassing forecasts [1] - Nvidia's earnings per share (EPS) was $1.04, consistent with Goldman Sachs' prediction of $1.05 and above Wall Street's expectation of $1.02 [1] - For Q3, Nvidia expects revenue midpoint of $54 billion, aligning with Wall Street's expectations but below Goldman Sachs' forecast of $57 billion [1] - Following the earnings report, Nvidia's stock price may experience a slight decline, according to Goldman Sachs [1] - Nvidia's management confirmed that no H20 products were shipped to China during the quarter [1] Group 2: Broadcom (AVGO) - Broadcom announced multiple updates related to VMware Cloud Foundation, integrating private AI services into VMware Cloud Foundation 9.0 [2] - The company plans to incorporate Nvidia's Blackwell GPU into VMware Cloud Foundation to support advanced AI model deployment in private cloud environments [2] - Goldman Sachs reiterated a "buy" rating for Broadcom with a target price of $340, indicating the company's commitment to enhancing AI capabilities and strengthening security measures in VMware Cloud Foundation [2] - Following Nvidia's earnings report, Nvidia's stock price dropped by 5%, although it has risen approximately 35% year-to-date, significantly outperforming the Nasdaq index's 12% increase [2]