Nvidia(US:NVDA) 智通财经网·2025-08-28 12:15Market Overview - US stock index futures showed mixed performance, with Dow futures up by 0.13% and S&P 500 and Nasdaq futures down by 0.04% and 0.14% respectively [1] - European indices had varied results, with Germany's DAX down by 0.03%, UK's FTSE 100 down by 0.30%, France's CAC40 up by 0.31%, and the Euro Stoxx 50 up by 0.08% [2][3] - WTI crude oil prices decreased by 0.09% to $64.09 per barrel, while Brent crude oil fell by 0.12% to $67.36 per barrel [3][4] Corporate Actions - US companies are planning record stock buybacks, exceeding $1 trillion, indicating strong confidence in the economy. Nvidia announced a $60 billion buyback plan following its quarterly earnings report [5] - Citigroup analysts suggest investors bet on long-term US Treasuries underperforming and a decline in the US dollar due to potential threats to the Federal Reserve's independence from President Trump [6] - Private firms are developing alternative economic data products in response to skepticism about the credibility of US government data [7] Commodity Insights - Citigroup analysts warn that the price premiums for palladium and silver in the US are underestimated, given potential tariff risks [8] Earnings Reports - Nvidia's latest guidance indicates a slowdown in growth, forecasting third-quarter sales of approximately $54 billion, aligning with Wall Street expectations but below some analysts' forecasts [9] - Best Buy reported Q2 revenue of $9.44 billion, exceeding market expectations, with a 1.6% year-over-year increase [10] - Dollar General's Q2 sales reached $10.7 billion, a 5.1% increase year-over-year, with same-store sales up by 2.8% [11] - Baozun's mid-year revenue was 4.617 billion yuan, a 5.63% increase year-over-year, driven by strong digital marketing demand [12] - Snowflake reported Q2 revenue of $1.144 billion, a 32% increase year-over-year, exceeding analyst expectations [13] - HP's Q3 revenue grew by 3.1% to $13.9 billion, surpassing market expectations [14] - CrowdStrike's Q2 revenue was $1.17 billion, a 21% increase, but its Q3 guidance fell short of market expectations [15] - Trip.com reported a net profit of 4.846 billion yuan for Q2, a 26.43% increase year-over-year, driven by strong travel demand [16] - Noah Holdings reported a net income of 629.5 million yuan for Q2, a 2.2% increase, with a significant rise in net profit [17] - Li Auto's Q2 vehicle sales revenue was 28.885 billion yuan, a 4.7% decrease year-over-year [18] Investment Activities - Ark Invest increased its stake in Bitmine, purchasing $15.6 million worth of shares [18]