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NVDANvidia(NVDA) 证券时报·2025-04-29 00:18

Group 1: Market Overview - The U.S. stock market showed mixed results, with the Dow Jones rising by 0.28% and the S&P 500 increasing by 0.06%, while the Nasdaq fell by 0.1% [1][8] - The first quarter earnings season is entering its busiest period, with over 180 S&P 500 companies set to report their results this week, including major firms like Amazon, Apple, Meta, and Microsoft [1][3] - The earnings results so far have been generally robust, with 73% of companies exceeding analyst expectations, slightly below the 5-year average of 77% [3] Group 2: Economic Indicators - Economists predict a significant drop in the first quarter GDP annualized growth rate to 0.1%, a sharp decline from 2.4% in Q4 2024, which would mark the slowest quarterly growth since 2022 [3] - The core Personal Consumption Expenditures (PCE) price index is expected to show a year-over-year increase of 2.5% in March, down from 2.8% previously, with a month-over-month growth rate projected at 0.1% [4] Group 3: Corporate Developments - Nvidia shares fell by 2.05% following reports that a Chinese tech giant is testing a new AI chip, the Ascend910D, aimed at competing with Nvidia's high-end products, with sample batches expected to be released by the end of May [1][9] - Major companies are lowering their forecasts for Q2 and the full year due to uncertainties related to tariffs, which are impacting their guidance [3]