文章核心观点 - 近期Nvidia股价下跌与美国劳工部发布的就业数据疲软有关 [1][2][3] - Nvidia还面临着美国司法部针对其是否存在垄断行为的调查 [4] 根据相关目录分别进行总结 就业数据疲软拖累Nvidia股价 - 2022年以来,美联储开始大幅加息以应对高涨的通胀 [2] - 美联储希望实现经济软着陆,但投资者对此持谨慎态度 [2] - 8月就业数据显示,美国新增就业人数为142,000人,低于预期的160,000人 [3] - 这一数据进一步加剧了投资者对经济前景的担忧 [2][3] Nvidia面临反垄断调查 - 据报道,美国司法部已向Nvidia发出传票,展开反垄断调查 [4] - 参议员伊丽莎白·沃伦表示,Nvidia在人工智能领域的主导地位可能带来"严重的经济风险" [4] - 尽管Nvidia否认收到传票,但反垄断调查的可能性再次引发了市场关注 [4]

文章核心观点 - 尽管英伟达公司(NASDAQ:NVDA)报告的2025财年第二季度业绩远超预期,但投资者对第三季度的指引感到失望 [1] - 这主要是由于英伟达下一代数据中心AI加速芯片Blackwell的推迟所致 [1] - 英伟达管理层表示,这是由于掩膜问题导致的芯片产品良率问题,而不是设计缺陷 [2][3] - 这种掩膜问题是由于极紫外光刻技术的复杂性造成的,需要一段时间来优化掩膜以提高产品良率 [2][3] 根据相关目录分别进行总结 Blackwell芯片对比分析 - Blackwell采用了与苹果M系列Ultra处理器类似的封装方式,由两个相同的芯片拼接而成 [4] - 这种方式比AMD的MI300X和MI325X旗舰数据中心加速器更简单 [5][6] - Blackwell在AI训练和推理性能上都大幅领先于AMD的同类产品 [5][6] 财务影响分析 - 掩膜问题导致一些已购买的晶圆需要报废,造成毛利率从上季度的78.35%下降至75.15% [7] - 由于Blackwell推迟到第四季度才开始批量出货,第三季度的收入增长率虽然仍然很高,但无法与过去几个季度的高增长率相比 [7][8][9] - 但英伟达预计第四季度Blackwell的收入将达到数十亿美元,加上Hopper H200的持续增长,数据中心业务的增长势头将得到恢复 [10][11] 投资者观点 - 这种掩膜问题在先进半导体制造中并不罕见,不会影响Blackwell芯片的根本可行性和可制造性 [12] - Blackwell的封装技术虽然很有野心,但并非全新,代表了英伟达在AI性能和计算效率上的又一次飞跃 [12] - 随着全球数据中心基础设施的大规模升级,Blackwell将推动英伟达数据中心业务的持续增长 [12] - 尽管英伟达将面临来自AMD、谷歌、亚马逊等公司的竞争,但仍有望成为该领域的主导者 [12]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

文章核心观点 - Nvidia CEO声称公司购买其产品用于内部工作负载可以节省大量资金 [1] - 这可能意味着什么对Nvidia(NVDA 0.94%)股票投资者而言 [1] 公司相关 - Nvidia是一家专注于图形处理器(GPU)和人工智能芯片的公司 [1] - Nvidia CEO表示,公司的产品可以帮助客户节省大量资金 [1] 行业相关 - Nvidia主要面向的是内部工作负载市场,而不是消费者市场 [1] - 如果Nvidia的产品能够帮助公司节省大量资金,这可能会对Nvidia的股票产生积极影响 [1]

JHVEPhoto Nvidia Corp’s (NASDAQ:NVDA) double-digit percentage dip after Q2 2025 earnings were announced is an understandable one. Despite beating on both lines and more than doubling its quarterly revenues, the company’s topline performance - and, in particular, forward guidance - clearly failed to meet investor expectations. SA The problem, as I see it, is not that Nvidia didn’t put up solid numbers for the quarter. On the contrary, the company posted a near-102% topline growth rate between Q2 2023 a ...

Amid the lackluster performance of Nvidia (NASDAQ: NVDA) stock, Jensen Huang, the CEO of the artificial intelligence (AI) chipmaking titan, has continued to dump his company’s shares in the amount that has, with his most recent sale, surpassed $633 million since June this year.Indeed, the Nvidia CEO has sold over 5 million NVDA stocks in recent months in a series of trades, split into 120,000 shares in each tranche between June 13 and September 4, according to a filing with the United States Securities and ...

文章核心观点 - 公司的财务报告是向市场传递信息的主要渠道 [1][2] - 公司财报的发布时间有一定规律性,通常集中在每年的1月中旬、4月中旬、7月中旬和10月中旬 [3][4] - 分析师会根据公司历史、同行业动态、宏观经济等因素预测公司未来财报数据,形成共识预期 [5][6] - 公司实际财报数据与预期的差异会引发股价波动,体现在股价和隐含波动率的变化 [5][6] 根据目录分别总结 财报的组成部分 - 财务报表是财报的核心,包括收入、利润等关键指标 [7] - 公司还会提供未来几个季度的业绩指引,引导分析师和投资者的预期 [7] - 公司宣布了500亿美元的股票回购计划,可能意味着公司进入新的发展阶段 [7] 投资者对财报的解读 - 交易者关注财报是否超预期,以及市场情绪和动量的变化 [10][11][12] - 投资者关注财报是否改变了对公司的基本面判断,包括收入增长、利润率、风险等 [13][14][15][16] - 同样的财报对不同类型的投资者有不同的意义 [14] 英伟达2025财年Q2财报分析 - 公司收入和利润大幅超预期,但增速放缓引发市场担忧 [7][9] - 公司未来几个季度的业绩指引显示增长和利润率将有所下降 [7] - 分析师对公司的估值和投资价值有所上调,但仍低于当前股价 [15][16]

By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . You can opt-out at any time by visiting our Preferences page or by clicking "unsubscribe" at the bottom of the email.Access your favorite topics in a personalized feed while you're on the go. download the appThanks for signing up! Go to newsletter preferencesSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read previewSen. Elizabeth Warren is publicly backing the Justice De ...

Is NVIDIA Corp. NASDAQ: NVDA a proxy for the broader market? It sure looks like it. In late August, the world’s leading microchip manufacturer delivered a strong earnings report. However, hitting a home run when investors hoped for, and maybe even expected, a grand slam was not enough. NVDA stock is down 14.8% since the report.NVIDIA TodayNVDANVIDIA$107.21 +1.00 (+0.94%) 52-Week Range$39.23▼$140.76Dividend Yield0.04%P/E Ratio62.70Price Target$142.10Add to WatchlistWith the Federal Reserve almost certain to ...

Can Nvidia's promising growth prospects ensure the stock does well, even during a downturn in the markets?Nvidia (NVDA 0.94%) has generated phenomenal returns for investors in recent years. Since 2020, it's up around 2,000%. The company is coming off yet another fantastic earnings report where its sales more than doubled from the previous year. There's plenty of optimism for the future and for it to remain a top artificial intelligence (AI) stock to own for years.But what if there's a recession next year? C ...