Nvidia(US:NVDA) 华尔街见闻·2025-08-24 12:54Financial Reports - Nvidia, Alibaba, Meituan, Pinduoduo, Luxshare Precision, and Zhongji Xuchuang are set to release their financial data [3][22][26][27]. - Nvidia is expected to report a revenue of $45.92 billion for Q3, with an EPS of $1.01, despite uncertainties in the Chinese market due to U.S. export restrictions [18][19]. - Alibaba's Q1 revenue for FY2026 is projected to reach 249 billion yuan, a 2% year-on-year increase, but adjusted EBITA is expected to decline by 15% to 38.2 billion yuan due to significant subsidies in its flash purchase business [22][23]. - Meituan's Q2 revenue is anticipated to be between 92.4 billion and 95.67 billion yuan, reflecting a year-on-year growth of 12.3% to 16.3%, but net profit is expected to drop by 29.3% to 50.6% [24]. - Pinduoduo is projected to achieve a revenue of 103.2 billion yuan for Q2, a 6.32% increase year-on-year, with an expected EPS of 12.3 yuan, down 43.08% [26]. Economic Indicators - The U.S. PCE price index for July showed a year-on-year increase of 2.6%, higher than the expected 2.5%, indicating rising service sector inflation [4]. - The U.S. Q2 GDP annualized growth rate was revised to 3.1%, surpassing the market expectation of 2.6%, but the growth is considered misleading due to a significant drop in imports [5][6]. - U.S. July durable goods orders fell by 9.3% in June, with a core data increase of 0.25% month-on-month, indicating a challenging investment environment for businesses [9]. - China's official manufacturing PMI for August dropped to 49.3%, signaling a slowdown in manufacturing activity [10]. - China's industrial profits for July showed a year-on-year decline of 4.3%, although the automotive sector saw a profit increase of 96.8% due to promotional activities [11]. Trade and Tariffs - The U.S. has imposed an additional 25% tariff on Indian imports, raising the total tariff rate to 50%, which is expected to significantly impact India's economic growth [13][14].