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今夜,拉升!英伟达,芯片突发!
Zhong Guo Ji Jin Bao· 2025-08-25 16:25
Group 1 - The U.S. stock market showed mixed performance, with the Dow Jones falling approximately 200 points, while the Nasdaq Composite rose about 0.3% due to gains in Nvidia and Intel stocks [3][4]. - The Federal Reserve's interest rate cut enthusiasm has cooled, as market participants prepare for potentially unfavorable inflation data this week [4]. - Nvidia is set to release its quarterly earnings report, which is anticipated to alleviate concerns regarding AI spending and confirm that the current stock market rebound is not a tech bubble [5][6]. Group 2 - Nvidia announced the launch of its latest robot chip module, Jetson AGX Thor, priced at $3,499, which is referred to as the "robot brain" [6][11]. - The performance of the Jetson Thor chip is 7.5 times that of the previous generation, capable of running generative AI models and equipped with 128GB of memory [11]. - Nvidia's robot business currently accounts for only about 1% of its total revenue, but it is experiencing rapid growth, with quarterly sales in the integrated automotive and robotics department reaching $567 million, a 72% year-over-year increase [11][12].