Nvidia(US:NVDA) Ge Long Hui A P P·2025-08-28 12:45Market Overview - US stock index futures showed slight increases, with Nasdaq futures up 0.02%, S&P 500 futures up 0.06%, and Dow futures up 0.15% [1] - European stock indices had mixed results, with Germany's DAX up 0.04%, UK's FTSE 100 down 0.32%, France's CAC up 0.43%, and the Euro Stoxx 50 up 0.2% [1] Economic Indicators - Initial jobless claims in the US for the week ending August 23 were 229,000, slightly below the expected 230,000, with the previous value revised from 235,000 to 234,000 [1] - The US second quarter GDP annualized growth rate was revised to 3.3%, exceeding the expected 3.1% and the previous value of 3% [2] Company Developments - a16z released a global AI top 100 list, with ChatGPT ranked first, and DeepSeek and Quark in the top ten [3] - Nvidia reported a 56% year-over-year revenue increase to $46.7 billion for Q2 of fiscal year 2026, and approved an additional $60 billion for stock buybacks, with Q3 revenue expected to be $54 billion [3] - Pfizer, Moderna, and Novavax received FDA approval for their COVID vaccines for high-risk patients [4] - Toyota achieved record production and sales in July, with a 4% year-over-year increase in sales to 963,796 vehicles [4] - Porsche initiated the selection process for a new CEO, with current CEO Oliver Blume focusing on Volkswagen Group operations [4] - GlobalFoundries reported good progress in obtaining subsidies under the CHIPS Act, with no equity involvement [5] - Alibaba plans to refinance a $6.5 billion syndicated loan maturing in 2026 [6] - Li Auto's self-developed smart driving chip has been tested on the road, with some computing performance exceeding Nvidia's Thor-U [7] - HP's Q3 revenue for fiscal year 2025 was $13.9 billion, with adjusted earnings per share of $0.75, both exceeding expectations [8] - Li Auto reported Q2 revenue of 30.2 billion yuan, with adjusted net profit of 1.46 billion yuan, and expects Q3 delivery volume between 90,000 to 95,000 vehicles [9] - Trip.com reported Q2 revenue of 14.8 billion yuan, with adjusted earnings per ADS of 7.2 yuan, and plans to repurchase up to $5 billion in stock [10] - Didi's core platform total transaction volume (GTV) grew 15.9% year-over-year to 109.6 billion yuan, with order volume increasing 15.2% to 4.464 billion orders [11] - Snowflake reported Q2 revenue of $1.0905 billion for fiscal year 2026, with non-GAAP net profit of $127.6 million, both exceeding expectations [12] - CrowdStrike reported Q2 revenue of $1.17 billion for fiscal year 2026, exceeding expectations, but recorded a net loss of $77.7 million, transitioning from profit to loss year-over-year [13]