华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 英伟达财报公布前，美股日内震荡，标普500最终勉强收创新高。盘后英伟达财报指引相对逊色，股价一度跌5%，拖累美股盘后走低。Snowflake绩后涨 13%。中概股指数跌2.58%，美团ADR美股一度跌超14%。 美联储政策宽松预期的推动下，美债收益率普跌，2年期收益率跌超6基点。法国财政问题引发欧债忧虑，30年期法债收益率创14年新高。 美元指数倒V反转，较日高下挫0.60%。法国财政问题叠加美联储的人事风波，市场避险情绪上扬，支撑黄金涨0.11%。 EIA原油库存下降，WTI原油一度涨近1.4%。内盘期货夜市多数收跌。 亚洲时段，AH股午后跳水，沪指跌1.7%，两市成交再破3万亿，寒武纪超越贵州茅台成A股新"股王"，国债反弹，商品普跌。 《付鹏说·第六季》全面升级！付鹏带你前瞻全球大类资产交易性机会！立即订阅>> 要闻 英伟达营收和利润超预期，本季指引不够亮眼，"缺失中国"成焦点，上季在华未售H20、数据中心收入逊色，新增回购授权600亿美元，黄仁勋 称中国今年或带来500亿美元商机，股价盘后一度跌5%。 DeepSeek刚提 ...

Tina parts and please give us those Nvidia numbers. It's a beat on the top and bottom line. EPS $15 that's adjusted.That's higher than what the street anticipated on revenues of 46.7% billion. That is an increase of 56% yearoveryear. In regards to the data center revenue for the quarter, that's coming in at 41.1% billion, slightly less than what the street anticipated at 41.34% billion.non-GAAP gross margins 72.7% slightly higher. There is a line in the report saying quote there were no H20 sales to China b ...

NVIDIA corporate headquarters NVIDIA corporate headquarters in Silicon Valley Revenue of $46.7 billion, up 6% from Q1 and up 56% from a year agoData Center revenue of $41.1 billion, up 5% from Q1 and up 56% from a year agoBlackwell Data Center revenue grew 17% sequentially SANTA CLARA, Calif., Aug. 27, 2025 (GLOBE NEWSWIRE) -- NVIDIA (NASDAQ: NVDA) today reported revenue for the second quarter ended July 27, 2025, of $46.7 billion, up 6% from the previous quarter and up 56% from a year ago. NVIDIA’s Bla ...

Core Viewpoint - Nvidia's upcoming quarterly earnings report is expected to cause significant volatility in global stock markets, with options traders predicting a 100% chance of "super volatility news" impacting the market [1]. Group 1: Earnings Impact - Nvidia's earnings report is crucial for the continuation of the global stock market bull run, with Wall Street expecting a 48% year-over-year increase in earnings per share to $1.01 and a 54% increase in revenue to approximately $46.1 billion [5][6]. - The company's market capitalization is projected to experience a potential change of about $260 billion following the earnings announcement, which could influence the broader market direction [1][2]. - Analysts have raised their earnings expectations for Nvidia, with some predicting revenues as high as $55 billion for Q3, reflecting optimism about AI infrastructure demand [5][7]. Group 2: Market Sentiment and Volatility - The implied volatility surrounding Nvidia's stock is significant, with traders pricing in a potential 6% price movement post-earnings, which is lower than the long-term average of 7% [2][8]. - Nvidia's stock has added approximately $2 trillion in market value since early April, driven by strong performance and investor sentiment regarding AI [10][11]. - The upcoming earnings report is considered one of the largest risk factors for the market, surpassing other economic indicators such as the Federal Reserve's interest rate decisions [8][12]. Group 3: China Market Concerns - Nvidia faces uncertainty regarding its sales in the Chinese market, particularly with the introduction of government regulations affecting AI chip sales [12][16]. - Analysts are divided on the revenue guidance from Nvidia concerning the Chinese market, highlighting a significant range in revenue forecasts for Q3 [13][16]. - The complexity of the regulatory environment in China adds to the unpredictability of Nvidia's earnings outlook, with potential implications for its stock performance and broader market trends [16][17].

昨天几大指数都收出了十字星线，然后跟前天的k线构成了运线结构，通常这里是要看变盘，无非是向上还是向下。由于近期这里涨幅较大，所以技术面 倾向于向下变盘，今天实际走势，我们看到指数也一度想冲高，但未能奏效。特别是出现了非常偏执的结构性机会，只有科技股大涨，而其他板块普跌， 最终沪指没有出新高。 深成指今天再出新高，也是四连阳上行，今天领涨的半导体方向以及英伟达产业链等，都是集中在深市。今天创业板指数也创出了反弹新高，不过午后也 是有冲高回落，他也是受益于英伟达产业链。 中午乃至昨天晚上我都已经提到了明天凌晨有英伟达的业绩报告，虽然它增长还是比较快，但能否构成惊 喜还有一些分歧，特别是近期英伟达已经在4个月股价翻倍。 科创50的情况也是刷出了反弹新高，涨幅也不小。如果英伟达产业链走的特别强的时候，特别是H20和B30要入华，那么对国产替代是一定的利空，今年7 月份的时候，科创一度被压盘。不过，最后还是与英伟达产业链构成了共振，后来当英伟达要停产H20的时候，这里终于找到了国产替代的爆发机会，特 别是DS发布了下一代芯片设计的消息，点燃了炒作热情，二月份那波炒算力和模型，这一波炒芯片。 今天我们也在见证一次巅峰对决 ...

北京时间28日凌晨，美国半导体巨头英伟达将发布财报。"如果英伟达管理层提及与中国相关的不确定 性或表现出意外谨慎的态度，市场将会做出抛售的反应"，"市场预测营收增长率将放缓，可能对消极因 素反应更明显"…… 投资者正准备迎接美国东部时间8月27日下午（北京时间28日凌晨）美国半导体巨头英伟达的财报发 布。这不仅会影响美国股市，还会影响包括日本股市在内的世界人工智能（AI）行情。虽然预计会是 营收增长收5成的强劲财报，但正因为市场的期待值很高，未必会直接引发股价上涨反应。管理层有关 对华出口的发言也备受关注。 围绕高科技主导权的中美摩擦的影响也备受关注。英伟达4月表示面向中国的半导体"H20"被列入美国 政府的出口管制对象。 H20是应对美国管制而降低性能的面向中国的产品，到4月为止一直是销往中国的主力产品。美国政府8 月放宽了管制，但作为交换，表示将建立英伟达向美国政府上缴对华销售收入的15%的机制。另一方 面，也有消息称，中国当局正在采取封杀H20的行动，对今后的增长前景的影响令人担忧。 全世界的投资者都严阵以待也不是没有道理。这是因为存在以英伟达财报发表为契机、行情上下波动的 过去。日本是英伟达财报公布后 ...

These technology stocks are expertly riding the digital wave.Digital adoption is accelerating worldwide, from cloud platforms to artificial intelligence (AI)-driven services. Unsurprisingly, companies building digital infrastructure or offering breakthrough digital innovations are seeing demand compound rapidly. Some of these technology companies are exceptionally well positioned to capture these massive tailwinds. Here's why the share prices of these two technology stocks could grow dramatically in the com ...

（Re uters） 中国股市科技股持续表现强劲，市场越来越确信，中国人工智能不借助英伟达等美国企业 的力量也能发展。在年初的"DeepSeek冲击"中，导致美国科技股暴跌。虽然目前美国降息的预 期支撑着股市，但DeepSeek 极有可能再次掀起波澜…… 在中国的股票市场，科技股持续表现强劲。市场越来越确信，中国人工智能（AI）不借助英伟达等美 国企业的力量也能发展。契机是上周悄然发布的中国新兴AI企业DeepSeek的新型大语言模型 （LLM）。 美国总统特朗普表示将建立英伟达向美国政府上缴对华销售收入15%的机制，由于面向中国的人工智能 芯片"H20"相关产品被报道将停止生产，受此影响，对中国AI寄予厚望。 中国人工智能开发能否摆脱英伟达？ DeepSeek于8月21日发布了新LLM"V3.1"。打破3个月的沉默发布的并不是期待已久的"R2"。有报道 称，R2在华为半导体上未能达到期待的能力，开发被推迟。V3.1可以说是R2之前的"过渡"。 市场之所以逐渐关注，是因为DeepSeek的官方说明表示DeepSeek-V3.1 使用了 UE8M0 FP8 Scale的参数 精度。在评论区，DeepSeek在置 ...

Refresh As Nvidia goes, so goes the marketNvidia stock has made some notable post-earnings moves in the past two years. Here's a quick rundown of NVDA's single-session returns the day after the chipmaker reported earnings:Q1 Fiscal 2026 (reported May 28, 2025): +3.3%Q4 Fiscal 2025 (reported February 26, 2025): -8.5%Q3 Fiscal 2025 (reported November 20, 2024): +0.5%Q2 Fiscal 2025 (reported August 28, 2024): -6.4%Q1 Fiscal 2025 (reported May 22, 2024): +9.3%Q4 Fiscal 2024 (reported February 21, 2024): +16.4%Q ...

As Nvidia (NASDAQ: NVDA) prepares to release its fiscal second-quarter 2026 earnings on August 27, Wall Street analysts remain optimistic that the company’s stock will react positively.Specifically, Stifel analyst Ruben Roy reiterated a ‘Buy’ rating on Nvidia and raised his price target to $212 from $202, citing confidence in the chipmaker’s ability to deliver another strong quarter. The new target implies a potential 19% upside from the last market close at $177.NVDA one-week stock price chart. Source: Fin ...