太平洋给予安克创新买入评级,2025Q2业绩高增,H1外销优秀动能强劲
Group 1 - The core viewpoint of the article highlights that Pacific Securities has given a "buy" rating for Anker Innovations (300866.SZ) based on strong revenue growth in core categories and excellent performance in exports for the first half of 2025 [1] - The report notes that the gross margin is expected to remain stable and increase in the second quarter of 2025, with a focus on enhancing technological capabilities through increased R&D investment [1] Group 2 - The article mentions a significant drop in Nvidia's stock price, 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]