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VERSION:2.0
PRODID:-//Catalyst Calendar//CN-US Event Research//ZH
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
BEGIN:VEVENT
UID:evt-nvda-fy27q2-earnings-ai-capex-aug2026@catalyst-calendar.local
DTSTAMP:20260720T200641Z
DTSTART:20260826T200000Z
DTEND:20260826T203000Z
SUMMARY:NVIDIA FY2027 Q2业绩与AI GPU/网络平台指引
DESCRIPTION:NVIDIA FY2027 Q2业绩预计于2026年8月26日盘后发布。其Q1官方展望给出Q2收入约910亿美元，且不假设中国数据中心计算收入，是全球AI算力链最重要的单公司重定价窗口。\\nImpact score: 96\\nExpected: 市场将验证Blackwell/Rubin转换、数据中心计算与网络收入、供给瓶颈、中国出口限制影响和下一季度收入指引。\\nAffected: NVDA(subject\, mixed\, score 98)\; SMH(etf\, unknown\, score 90)\; QQQ(etf\, unknown\, score 86)\; TSM(supplier\, unknown\, score 86)\; 2330.TW(supplier\, unknown\, score 86)\; 000660.KS(supplier\, unknown\, score 82)\\nSources: Wall Street Horizon NVIDIA earnings calendar: https://www.wallstreethorizon.com/nvidia-earnings-calendar\\nNVIDIA financial reports page: https://investor.nvidia.com/financial-info/financial-reports/default.aspx\\nNVIDIA Q1 FY2027 official results and Q2 outlook: https://investor.nvidia.com/news/press-release-details/2026/NVIDIA-Announces-Financial-Results-for-First-Quarter-Fiscal-2027/default.aspx\\nNVIDIA Investor Relations: https://investor.nvidia.com/events-and-presentations/events-and-presentations/default.aspx\\nNVIDIA quarterly results IR page: https://investor.nvidia.com/financial-info/quarterly-results/default.aspx\\nNVIDIA Q1 FY2027 results: https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2027\\nNVIDIA Q1 FY2027 earnings call transcript PDF: https://s201.q4cdn.com/141608511/files/doc_financials/2027/q1/NVDA-Q1-2027-Earnings-Call-20-May-2026-5_00-PM-ET.pdf\\nTechRadar AI sector report: https://www.techradar.com/pro/a-knee-jerk-reaction-or-something-more-nvidias-market-cap-dropped-by-almost-usd330-billion-in-24-hours-as-the-ai-giant-reeled-from-broadcoms-poor-guidance\\nNasdaq Earnings Calendar: https://www.nasdaq.com/market-activity/stocks/nvda/earnings\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-nvda-fy27q2-earnings-ai-capex-aug2026
CATEGORIES:earnings\,US\,NVIDIA\,AI capex\,GPU\,earnings\,NVIDIA earnings\,data center\,Blackwell\,Rubin\,AI server\,AI数据中心\,export controls\,datacenter\,AI_capex\,AI data center\,AI factory\,AI GPU\,AI\,data_center\,HBM\,AI Factory\,networking
SEQUENCE:0
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DESCRIPTION:Review catalyst preview: NVIDIA FY2027 Q2业绩与AI GPU/网络平台指引
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DESCRIPTION:Complete post-event review: NVIDIA FY2027 Q2业绩与AI GPU/网络平台指引
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