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「美股盘前」Q2数据中心销售额不及预期,英伟达跌近2%;丰田7月全球销量创历史同月最高纪录;巴菲特增持三菱商事等日企;Q2营收超预期,Snowflake...
Mei Ri Jing Ji Xin Wen·2025-08-28 11:07

Group 1 - Dow futures rose by 0.23%, S&P 500 futures increased by 0.08%, while Nasdaq futures fell by 0.03% [1] - Chinese concept stocks experienced a decline, with Alibaba down 2.07%, Pinduoduo down 0.31%, JD down 3.24%, and Xpeng down 4% [1] - Nvidia reported Q2 revenue of $46.743 billion, a 56% year-over-year increase, slightly above analyst expectations of $46.23 billion, but its data center revenue of $41.1 billion was below the expected $41.29 billion, leading to a 1.88% drop in stock price [1] - Li Auto's Q2 revenue was 30.2 billion RMB, a 4.5% year-over-year decline, below the forecast of 32.47 billion RMB, resulting in a 4.07% drop in stock price [1] Group 2 - Berkshire Hathaway increased its stake in Mitsubishi Corporation to 10.23% from 9.74%, while also acquiring additional shares in Mitsui & Co., although the stake did not exceed 10% [2] - Toyota's global sales in July reached a record high for the month, increasing by 4.8% year-over-year to 899,449 vehicles, driven by strong demand in North America and performance in the Chinese market [2] - Morgan Stanley raised Dell Technologies' target price from $135 to $144, maintaining an "overweight" rating, citing better-than-expected performance in the enterprise hardware business due to strong AI investments and good PC sales [2] Group 3 - Snowflake reported Q2 revenue of $1.14 billion, exceeding analyst expectations of $1.09 billion, with a 32% year-over-year growth, and raised its fiscal 2026 product revenue forecast from $4.33 billion to $4.4 billion [3] - The Hong Kong Securities and Futures Commission fined Deutsche Bank 23.8 million HKD (approximately $3.1 million) for multiple regulatory violations, including overcharging management fees and misallocating product risk ratings [3]