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英伟达盘后大跌
21世纪经济报道·2025-08-28 00:26

Market Overview - On August 27, US stock indices experienced fluctuations, with the Dow Jones Industrial Average, Nasdaq, and S&P 500 rising by 0.32%, 0.21%, and 0.24% respectively [1] - Major technology stocks showed mixed performance, with the Wind US Technology Giants Index increasing by 0.15%, Microsoft rising by 0.94%, while Nvidia fell by 0.09% [2][3] Nvidia Performance - Nvidia reported Q2 FY2026 revenue of $46.7 billion, up from $30.04 billion year-over-year, exceeding market expectations of $46.058 billion [5] - Data center revenue reached $41.1 billion, compared to $26.272 billion in the same quarter last year, slightly below the expected $41.3 billion [5] - Net profit for the quarter was $26.422 billion, up from $16.599 billion year-over-year, surpassing the forecast of $23.465 billion [5] - Nvidia's gross margin for Q2 was 72.4%, and it projected Q3 revenue of $54 billion, with a variance of 2%, above analyst expectations of $53.46 billion [5] - Following the earnings report, Nvidia's stock dropped over 5% in after-hours trading, impacting other semiconductor stocks negatively [5][4] AI Demand and Market Opportunities - Nvidia's CEO Jensen Huang indicated strong demand for AI, highlighting significant growth opportunities ahead [8] - He mentioned that the Chinese market could present $50 billion in opportunities this year, with an annual growth rate of approximately 50% [8] Commodity Market - International oil prices increased, with ICE Brent crude rising by 0.75% and NYMEX WTI crude up by 0.96% [9] - In the commodities market, COMEX gold futures rose by 0.55%, and COMEX silver futures increased by 0.22% [9]