The most important financial report of this month should be Nvidia's financial report in the early morning of August 27th Beijing time. Focus on the following three data points: The first is the data center. Of the total revenue of $81.6 billion in the previous quarter, $75.2 billion came from data centers, accounting for over 92%. Now Nvidia's financial report is basically a quarterly settlement of global AI capital expenditures. The speed at which large cloud vendors, AI companies, sovereign AI, and enterprise data centers are still purchasing GPUs will ultimately be reflected here. The second is the product cycle of Blackwell and the next generation Rubin. Blackwell is still the main source of revenue growth for Nvidia's data centers, so this financial report needs to see how fast Blackwell's shipments, orders, and supply can continue to grow. At the same time, Rubin has entered the preparation stage of the next generation product, and the market will also pay attention to when customers start deploying it, as well as the procurement plans of large cloud vendors for Rubin. If Blackwell's demand remains strong and Rubin's deployment pace continues as planned, Nvidia's data center revenue can maintain a relatively high growth rate in the coming quarters. The third is gross profit margin. Nvidia's Non GAAP gross profit margin for the previous quarter was 75.0%, and the company's guidance for this quarter is also around 75.0%. With revenue approaching $100 billion per quarter, if the gross profit margin can still be maintained around 75%, it indicates that Nvidia's pricing power in AI chips is still very strong. There is also business in China. When Nvidia gave its quarterly revenue guidance of $91 billion, it did not include revenue from its data center computing business in China. Therefore, if the Chinese market resumes partial shipments, this revenue will directly increase above the original guidance. Even though the Chinese business is still restricted, the impact on the overall performance of this quarter is relatively controllable. So financial reports are not just about good revenue necessarily leading to an increase. For all stocks, the ups and downs after financial reports often reflect the gap between actual performance and market expectations. If the market has already traded high growth into the stock price before the financial report, even if the revenue and profit exceed the same period last year, or even reach a historical high, as long as they do not exceed the market's original expectations, the stock price may still fall. On the contrary, if a company's previous expectations were already very low and the final data released is better than the market's concerns, the stock price may actually rise. So when looking at financial reports, we can't just look at how much revenue has increased year-on-year or how much profit has increased. We also need to consider the unanimous expectations of analysts, the guidance provided by the company before, and the management's predictions for the next quarter and the whole year after the financial report. The financial report figures determine how much money a company earns, and the difference in expectations determines how the market will re price the company after the financial report is released. Finally, a new employee benefit: Friends who want to open a US stock account can register with my exclusive invitation code and receive additional promotional gifts. Completing KYC will entitle you to receive an additional $20 worth of stock cash cards. 2. This additional benefit is only available to the first 50 registered partners and will be calculated from the publication of this article on a first come, first served basis. You can also enjoy the @ BITstocks_CN August Newcomer Event at the same time. Newcomers can receive up to $310 worth of stock cash cards. 4. Commission free trading in the US stock market. 5. Open an account and enjoy a platform fee deduction worth $100. 6. Deposits, transactions, and more on-site activities can be participated in simultaneously. Company Registered Address https://bit. (bshareweb.com)/newRegister/cn? invite_code=C8TPR8