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first_img Goldman Sachs: Nvidia's impressive earnings report may struggle to boost stock prices

According to the Financial Associated Press, Nvidia will announce its Q2 2027 financial report after the US stock market closes on August 26. Goldman Sachs expects strong performance with potential upward revisions in guidance, but notes that the stock price has already surged since August, with an increase of over 12% in the past two weeks, suggesting that the good news may have already been priced in, making it difficult for excellent performance to boost the stock price. Goldman Sachs' EPS forecasts for Nvidia in Q2 and Q3 are 6% and 12% higher than Wall Street's consensus expectations, respectively, with a target price of $285, which is still slightly below the market average.Goldman Sachs believes there is room for revaluation in the valuation, provided that the profitability of large-scale cloud vendors improves to support capital expenditures, Nvidia maintains caution on its customer financing platform to alleviate concerns about supplier circular financing, and continues to advance large-scale buybacks and dividends. Investors will focus on details of the customer financing platform in the earnings call, progress on the Vera Rubin platform, gross margins and raw material costs, CPU demand driven by AI agents, and the competitive landscape in the industry.Goldman Sachs points out that while GPU demand is strong, there is still a risk of a pullback, and the difficulty of "exceeding expectations and raising guidance" increases each quarter, raising doubts about whether cloud vendors can continue to ramp up capital expenditures. Earlier this month, Nvidia, in collaboration with Apollo, BlackRock, Blackstone, Goldman Sachs, KKR, and others, established a financing platform for AI computing infrastructure, aiming to leverage over $500 billion in third-party capital; concerns about circular financing are rising in the market, and the company needs to release more substantial new information, or else the stock price is more likely to decline rather than surge after the earnings report.

Footballcraft's second test data is impressive and is expected to surpass SEGA's "Football Manager" series

ChainCatcher news, TOPGOAL's football manager game Footballcraft, which integrates Web3 and Web2 platforms, launched its second round of open testing last week, achieving remarkable results that far exceeded expectations. As of now, the total number of test players on both Web3 and Web2 platforms has surpassed 100,000, with a next-day retention rate as high as 69%. The development team stated that this impressive data is expected to surpass SEGA's "Football Manager" series after Footballcraft officially launches, claiming the title of the highest-grossing manager game in the world.Footballcraft has been meticulously developed over two years by a team with 11 years of experience in football game development. The game constructs a parallel world that closely aligns with the rules of the real world, with the unique feature that time in the game passes at a rate 12 times faster than in reality, allowing players to experience a complete football manager career in just a few months. The product manager of Footballcraft previously led a team to achieve an annual revenue of $100 million in 2018 with a football manager game. Now, with a series of promotional activities in the Web3 space, Footballcraft is expected to set new records.Looking back at the football manager game sector, the "Football Manager" series dominated from 2000 to 2015, setting the industry benchmark. However, as the gaming industry has shifted towards online competitive play, its single-player game model has gradually declined, with current annual revenue dropping to about $60 million. TOPGOAL has seized this opportunity to fully develop Footballcraft, aiming to provide players with an ultimate cross-platform gaming experience.
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