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Nvidia Stock: Beating Estimates Isn’t Enough For A $4 Trillion AI Company

2025-09-01 11:18:11 英文原文

Summary

  • Nvidia beat Q2 expectations, but growth is slowing and the stock declined due to uncertainty around China H20 chip sales.
  • Q2 revenue strength was driven by H20 shipments outside China, robust data center, gaming, and automotive segments, and strong margin performance.
  • Q3 guidance is strong, with $54 billion in sales expected, but does not include potential upside from resumed China H20 shipments.
  • Despite near-term China uncertainty, Nvidia's core business remains strong, and China market access offers significant upside, supporting my buy rating.
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Nvidia (NVDA) posted its Q2 2026 earnings on the 27th of August, beating Wall Street expectations. At the same time, we note that the stock price declined in response to earnings. It shows that

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摘要

Nvidia reported Q2 2026 earnings exceeding expectations, driven by strong H20 shipments outside China, robust data center, gaming, and automotive segments, and margin performance. However, the stock declined due to uncertainty regarding H20 chip sales in China. Guidance for Q3 is positive with $54 billion in sales expected, though this excludes potential benefits from resumed Chinese shipments. Despite near-term challenges, the core business remains strong, supporting a buy rating.

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