USHK News
2024.08.28 08:02

The U.S. stock market is strong, with NVIDIA playing a significant role. Can its latest financial report continue to "boost" the market?

  1. FY 2024 Q1 Financial Report: Both Q1 performance and Q2 revenue guidance exceeded expectations, with the stock price opening up 26% to a historic high, increasing the market value by approximately $200 billion to over $960 billion, driving the Nasdaq up by 1.6%.

  2. FY 2024 Q2 Financial Report: Performance exceeded expectations across the board, with the stock price opening up over 6% to hit another historic high. Analysts praised its growth as "unprecedented and just beginning," but midday AI concept stocks cooled off, narrowing NVIDIA's gains to 1%.

  3. FY 2024 Q3 Financial Report: Data center revenue reached $14.5 billion, surpassing the market's expectation of $12.8 billion. It is expected that Q4 revenue in China will significantly decline, with the market's lukewarm response to its impressive performance. NVIDIA opened with a drop of over 1%.

  4. FY 2024 Q4 Financial Report: Revenue, profit, data center revenue, and first-quarter guidance all exceeded expectations. CEO Jensen Huang stated that AI has reached a "tipping point," with the stock price opening up over 11% to hit another historic high, leading chip stocks to rise across the board and the Nasdaq up by 2%.

  5. FY 2025 Q1 Financial Report: Revenue surged by 260%, net profit skyrocketed by 628%, and announced a "1-for-10 split." The stock price opened up over 7% to break through $1000, leading chip stocks to rise across the board and the Nasdaq up by 1%. CEO Jensen Huang expects Blackwell chip shipments in Q2 and increased production in Q3. (On August 3, it was reported that due to design flaws, chip shipments were delayed by three months or longer).

  6. FY 2025 Q2 Financial Report Expectations: Analysts expect revenue to be $28.61 billion, a year-on-year increase of 112%, and net profit to be $14.64 billion, a year-on-year increase of 137%. Data center revenue is expected to reach $25.19 billion, hitting another record high. Investors will closely monitor the latest developments of the Blackwell chip. The recent news of the chip's delayed shipment has unsettled the market, and any changes could have a significant impact on investor sentiment