华安证券给予思源电气买入评级，2025H1收入、利润同比均高增，海外业务爆发式增长

Group 1 - Huazhong Securities issued a report on August 30, giving a "buy" rating to Siyuan Electric (002028.SZ) with a latest price of 87.6 yuan [1] - The rating is supported by projected revenue of 8.497 billion yuan for H1 2025, representing a year-on-year growth of 37.80%, and a net profit attributable to shareholders of 1.293 billion yuan, up 45.71% year-on-year [1] - The company is experiencing explosive growth in overseas business, along with an improvement in gross margin [1] Group 2 - Nvidia's stock price has seen a significant drop, resulting in a market value loss of 1.28 trillion yuan [1] - Investors express concerns over a perceived performance gap, citing a 200 million USD "earnings shortfall" as a reason for the panic [1]