On August 29th, Jin10 Data reported that Guo Mingji, an analyst at Tianfeng International Securities, commented on Nvidia's (NVDA.O) second quarter financial report, stating that the third quarter revenue forecast seems better than the sellers' expectation ($30-32bn), but it is actually lower than the buyers' expectation ($33-35bn), which is one of the main reasons for the stock price drop after the financial report. The stock price performance after the financial report is more like a reflection of short-term investors' expectations for the second quarter financial report, not representing the future trend of the stock price in the coming months. Nvidia pointed out that the Blackwell chip will contribute revenue in 4Q, which clarifies investors' concerns about GB200 dump deferral and is beneficial for the future trend of the stock price in the coming months.
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Guo Mingchi: Nvidia's revenue guidance is lower than expected by buyers.
On August 29th, Jin10 Data reported that Guo Mingji, an analyst at Tianfeng International Securities, commented on Nvidia's (NVDA.O) second quarter financial report, stating that the third quarter revenue forecast seems better than the sellers' expectation ($30-32bn), but it is actually lower than the buyers' expectation ($33-35bn), which is one of the main reasons for the stock price drop after the financial report. The stock price performance after the financial report is more like a reflection of short-term investors' expectations for the second quarter financial report, not representing the future trend of the stock price in the coming months. Nvidia pointed out that the Blackwell chip will contribute revenue in 4Q, which clarifies investors' concerns about GB200 dump deferral and is beneficial for the future trend of the stock price in the coming months.