太平洋给予漫步者买入评级，2025Q2收入表现稳健，音响和海外业务实现逆势快增

Group 1 - The core viewpoint of the article highlights that Pacific Securities has given a "buy" rating for the company "漫步者" (002351.SZ) with a current price of 14 yuan, based on its stable revenue performance and rapid growth in sound and overseas income in the first half of 2025 despite pressure on earnings [1] - In Q2 2025, the company's gross profit margin is expected to be under short-term pressure, but the sales expense ratio is being managed reasonably [1] Group 2 - The article mentions a significant market reaction to Nvidia's stock price drop, resulting in a market value loss of 1.28 trillion yuan, attributed to a perceived performance gap of 200 million USD, which has caused investor panic [1]