今夜，拉升！英伟达，芯片突发！

Core Viewpoint - The article discusses the mixed performance of the U.S. stock market, highlighting Nvidia's latest developments in robotics and its impact on the market, particularly in the context of AI spending concerns and Federal Reserve policy expectations [2][4][5]. Market Performance - On August 25, the three major U.S. stock indices showed mixed results, with the Dow Jones falling by approximately 200 points, while the Nasdaq Composite, driven by gains in Nvidia and Intel, rose by about 0.3% [4]. - The market's performance indicates a cooling of enthusiasm regarding potential interest rate cuts by the Federal Reserve, despite indications from Powell that a policy easing may occur in September [5]. Federal Reserve Insights - The core inflation indicator preferred by the Federal Reserve may have slightly increased last month, complicating the balance between controlling inflation and addressing a weakening job market [6]. - Analysts expect that the upcoming speeches from Federal Reserve officials will provide insights into their stance on potential rate cuts in September, with a consensus leaning towards easing due to rising labor market risks [6]. Nvidia's Developments - Nvidia announced the launch of its latest robotics chip module, Jetson AGX Thor, priced at $3,499, which is aimed at developers for creating robotic applications [10][11]. - The chip, referred to as the "robot brain," boasts performance that is 7.5 times greater than its predecessor and is equipped with 128GB of memory to support large AI models [14]. - Nvidia's CEO highlighted that robotics represents a significant growth opportunity for the company, with AI contributing to a tripling of total sales over the past two years [14]. Financial Performance and Market Impact - Nvidia's robotics business currently accounts for only about 1% of its overall revenue, but it is experiencing rapid growth [15]. - The company integrated its automotive and robotics divisions, reporting quarterly sales of $567 million in May, a 72% year-over-year increase [16]. - Following the announcement of the Jetson Thor chip, Nvidia's stock price rose by approximately 2% [11].