We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Nvidia Results in Focus After Beating Consensus

Nvidia Results in Focus After Beating Consensus

2025/2/27
logo of podcast Schwab Market Update Audio

Schwab Market Update Audio

AI Deep Dive Transcript
People
K
Keith Lansford
L
Lizanne Saunders
Topics
Keith Lansford: Nvidia的第四季度财报超出预期,每股收益为89美分,营收为393.3亿美元,均高于分析师预期。然而,公司对利润率的展望不及预期,导致投资者热情减退。股价在盘后交易中波动。Salesforce的财报收入未达预期,但每股收益超出预期,股价下跌4%。本周和下周还有其他科技公司和零售公司的财报发布。美国1月新屋销售数据低于预期,但前月数据上修。投资者关注美国每周初请失业金人数和第四季度GDP增长的第二估计,以及GDP价格平减指数和1月个人消费支出价格指数。市场预期美联储在6月会议前降息的可能性增加,但5月会议暂停加息的可能性降低。周三股市表现不一,标普500指数微涨,道指下跌,纳指上涨。 Lizanne Saunders: 收益率下降更多地反映了对经济增长的担忧,而非通胀。美国政策不确定性影响了经济数据,企业投资意愿下降,服务业增长放缓,制造业增长可能因政策不确定性而停滞。

Deep Dive

Shownotes Transcript

Nvidia's earnings and revenue, out late Wednesday, beat Wall Street's consensus. The stock's direction could help set the tone today. Salesforce's revenue and guidance missed.

Important Disclosures

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.

All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.

Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.

Investing involves risk, including loss of principal.

Diversification strategies do not ensure a profit and do not protect against losses in declining markets.

Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.

The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.

Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.

The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.

(0128-0225)