Nvidia(US:NVDA) Zhi Tong Cai Jing·2025-08-28 12:43Group 1 - The core message from Nvidia's earnings report is that the artificial intelligence spending boom is accelerating despite uncertainties in the Chinese market [1] - Morgan Stanley analyst Joseph Moore noted that market sentiment has turned more optimistic, with consensus revenue expectations rising from $50 billion to $53 billion, reflecting a $7 billion increase in revenue guidance for the upcoming quarter [1] - Nvidia's management indicated that the real demand for AI products remains unmet, as evidenced by continued purchases of older Hopper products due to severe computing power shortages [1] Group 2 - Jefferies analyst Brian Curtis praised the strong demand for Hopper and Blackwell architectures, highlighting a solid return on investment for GPU spending [2] - Wedbush analyst Dan Ives emphasized that Nvidia's earnings report and guidance further solidify its dominance in the chip sector, with AI infrastructure investment expected to reach $3-4 trillion by 2030 [2] - Stone Fox Capital's portfolio manager stated that Nvidia's stock remains undervalued even at a 25x P/E ratio for fiscal 2028, considering the potential for upward revisions in guidance and future sales in China [2]