The KOSPI index in South Korea rose 2.5% at the opening, with SK Hynix increasing by 5% and Samsung Electronics up by 3%.

On August 27, 1. NVIDIA's Q2 performance for fiscal year 2027: Revenue reached $96.2 billion, a 106% year-over-year increase; adjusted EPS was $2.22, up 120% year-over-year. Data center revenue hit $89 billion, growing 117% compared to the same period last year, exceeding market expectations of $85.86 billion. Edge computing revenue was $7.2 billion, up 13% from the previous quarter and 27% year-over-year. Both GAAP and non-GAAP gross margins for the quarter were 75.0%. 2. Q3 outlook: NVIDIA expects Q3 revenue to be $108 billion, with a variance of 2%, while the market estimates $105.15 billion; GAAP and non-GAAP gross margins are expected to be 74.0%, with a variance of 50 basis points; GAAP and non-GAAP operating expenses are projected to be approximately $9.2 billion and $9 billion, respectively, with market estimates at $8.97 billion. NVIDIA anticipates a full-year GAAP and non-GAAP tax rate for fiscal year 2027 to be between 16.0% and 18.0%, excluding any special items and significant changes in NVIDIA's tax environment. 3. Fiscal year 2028 outlook: NVIDIA's CFO stated during the earnings call that revenue for fiscal year 2028 is expected to grow by about 70%, compared to the previous market estimate of 45%. CEO Jensen Huang mentioned that they have never provided performance guidance a year in advance before. 4. Vera Rubin: Vera Rubin has now fully entered production. NVIDIA's CFO indicated that shipments of Vera Rubin began earlier this month; each 1 GW of deployed computing power corresponds to approximately $40 billion in revenue opportunities; Vera Rubin is expected to contribute about 20% of data center business revenue in the third quarter. 5. Supply: NVIDIA's CFO noted that supply will remain a bottleneck for growth at least until fiscal year 2028, as the company is facing extremely high memory prices. Jensen Huang stated that without supply constraints, the company's performance outlook for fiscal year 2028 would be 'much higher.' 6. Dividends and buybacks: A cash dividend of $0.25 per share will be distributed on October 1, 2026, to all shareholders registered by September 10, 2026. In the second quarter of fiscal year 2027, NVIDIA returned approximately $26 billion to shareholders through stock buybacks and cash dividends. As of the end of the second quarter, the company's remaining stock buyback authorization was approximately $99 billion. 7. Capital commitment: Increased from $119 billion in the previous quarter to $279 billion. 8. Stock performance: NVIDIA's stock price initially dropped about 3% in after-hours trading following the earnings report but quickly rebounded during the earnings call, rising over 4%.

On August 27, 1. NVIDIA's Q2 performance for fiscal year 2027: Revenue reached $96.2 billion, a 106% year-over-year increase; adjusted EPS was $2.22, up 120% year-over-year. Data center revenue hit $89 billion, growing 117% compared to the same period last year, exceeding market expectations of $85.86 billion. Edge computing revenue was $7.2 billion, up 13% from the previous quarter and 27% year-over-year. The GAAP and non-GAAP gross margin for the quarter was 75.0%. 2. Q3 outlook: NVIDIA expects Q3 revenue to be $108 billion, with a variance of 2%, compared to market expectations of $105.15 billion; GAAP and non-GAAP gross margins are projected to be 74.0%, with a variance of 50 basis points; GAAP and non-GAAP operating expenses are expected to be approximately $9.2 billion and $9 billion, respectively, against a market estimate of $8.97 billion. NVIDIA anticipates a full-year GAAP and non-GAAP tax rate for fiscal year 2027 to be between 16.0% and 18.0%, excluding any special items and significant changes in NVIDIA's tax environment. 3. Fiscal year 2028 outlook: NVIDIA's CFO stated during the earnings call that revenue for fiscal year 2028 is expected to grow by about 70%, compared to a previous market estimate of 45%. CEO Jensen Huang noted that the company has never provided performance guidance a year in advance before. 4. Vera Rubin: Vera Rubin is now fully in production. NVIDIA's CFO mentioned that shipments of Vera Rubin began earlier this month; each deployment of 1 GW of computing power corresponds to approximately $40 billion in revenue opportunities; Vera Rubin is expected to contribute about 20% of data center business revenue in the third quarter. 5. Supply: NVIDIA's CFO indicated that supply will remain a growth constraint at least until fiscal year 2028, with the company facing extremely high memory prices. Jensen Huang stated that without supply constraints, the company's performance outlook for fiscal year 2028 would be 'much higher.' 6. Dividends and buybacks: A cash dividend of $0.25 per share will be distributed on October 1, 2026, to all shareholders registered by September 10, 2026. In the second quarter of fiscal year 2027, NVIDIA returned approximately $26 billion to shareholders through stock buybacks and cash dividends. As of the end of the second quarter, the remaining stock buyback authorization was approximately $99 billion. 7. Capital commitment: Expanded from $119 billion in the previous quarter to $279 billion. 8. Stock performance: NVIDIA's stock price initially dropped about 3% in after-hours trading following the earnings report, but quickly rebounded during the earnings call, rising over 4%.

Market data shows that ETH has surpassed $2500, currently priced at $2500.55, with a 24-hour increase of 1.99%. The market is highly volatile, so please ensure proper risk management.

Market data shows that ETH has surpassed $2500, currently priced at $2500.55, with a 24-hour increase of 1.99%. The market is experiencing significant fluctuations, so please ensure proper risk management.

On August 27, Putin reportedly plans to take escalatory actions regarding the Ukraine issue, as he believes negotiations have been ineffective.

On August 27, Putin reportedly plans to take escalatory actions regarding the Ukraine issue, as he believes negotiations have been ineffective.

On August 26, Zhipu launched and open-sourced GLM-5.3-Flash (320B-A18B), the first native multimodal model in the GLM-5 series. It features a total of 320 billion parameters and surpasses GLM-5.2, achieving a score of 57 on the globally recognized Artificial Analysis Intelligence Index (AA Comprehensive Intelligence Index), placing it among the leading models worldwide, on par with Anthropic's popular model Claude Opus 4.8. In the self-developed Z.ai Code Bench evaluation, its programming performance is comparable to that of Claude Opus 4.8. Additionally, GLM-5.3-Flash is priced at 1/10 of GLM-5.3, and during a limited-time discount, it is priced at 1/20 of GLM-5.3, which is 1/40 of Opus 4.8. The same intelligence at 1/40 the price, cutting-edge capabilities without the need to hold back.

On August 26, Zhipu launched and open-sourced GLM-5.3-Flash (320B-A18B), the first native multimodal model in the GLM-5 series. It has a total of 320 billion parameters and surpasses GLM-5.2, achieving a score of 57 in the globally recognized Artificial Analysis Intelligence Index (AA Comprehensive Intelligence Index), placing it among the leading models worldwide, on par with Anthropic's popular model Claude Opus 4.8. In the self-developed Z.ai Code Bench evaluation, its programming performance is comparable to that of Claude Opus 4.8. Meanwhile, GLM-5.3-Flash is priced at 1/10 of GLM-5.3, and during a limited-time discount, it is available for 1/20 of GLM-5.3's price, which is 1/40 of Opus 4.8's price. The same intelligence, at 1/40 the cost, provides cutting-edge capabilities without the need to hold back.

On August 26, Ethereum researchers proposed a draft to rebuild the validator deposit contract in preparation for the future introduction of quantum-resistant signature mechanisms, allowing for a gradual phase-out of the existing BLS signature format. This proposal enables the deposit contract to support keys of different sizes and public key types, assigning labels for each cryptographic scheme, with the current BLS signature labeled as 0 and potential future quantum-resistant schemes receiving new labels. Currently, approximately 42.4 million ETH, worth around $10.4 billion, are staked in Ethereum, all relying on BLS validator keys. This draft is still in its early stages and must be implemented alongside subsequent consensus layer upgrades, with the Ethereum Foundation's overall quantum resistance roadmap targeting around 2029.