Weekly Preview: Nvidia Earnings Report and U.S. Economic Data Releases
- Nvidia's earnings report is scheduled for release in the early hours of August 27 Beijing time.
- The guidance from Nvidia is anticipated to significantly influence the AI capital expenditure cycle.
- The U.S. July PCE and revised Q2 GDP data will be released around the same time as Nvidia's earnings report.
- The Federal Reserve Chair will deliver a speech at the Jackson Hole Global Central Bank Annual Conference on August 28.
This week, key events include the highly anticipated earnings report from Nvidia, which is set to be released early on August 27, Beijing time. Analysts are particularly focused on Nvidia's guidance, as it is expected to serve as a critical indicator for the AI capital expenditure cycle, potentially impacting pricing across the global computing supply chain.
Additionally, the U.S. will release its July Personal Consumption Expenditures (PCE) data and the revised value of the second quarter Gross Domestic Product (GDP) around the same timeframe. These economic indicators are closely watched by markets for insights into inflation and economic growth.
Furthermore, Federal Reserve Chair Warsh is scheduled to deliver his first speech at the Jackson Hole Global Central Bank Annual Conference on August 28, which may provide further direction on monetary policy amid ongoing economic discussions.
每周展望：Nvidia财报及美国经济数据发布
本周的关键事件包括Nvidia备受期待的财报，预计将在北京时间8月27日凌晨发布。分析师特别关注Nvidia的指导意见，因为它预计将作为AI资本支出周期的关键指标，可能会影响全球计算供应链的定价。
此外，美国将在同一时间段发布7月个人消费支出（PCE）数据和第二季度国内生产总值（GDP）的修订值。这些经济指标受到市场的密切关注，以获取有关通货膨胀和经济增长的见解。
此外，美联储主席Warsh计划在8月28日的杰克逊霍尔全球中央银行年会上发表他的首次演讲，这可能会为正在进行的经济讨论提供进一步的货币政策方向。