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Yu Weining, chief statistician of the NBS industrial division, said Jan–Jul 2026 profits in high‑tech manufacturing among enterprises above designated size rose 50.1% YoY, contributing 9.6 percentage points to total profits of industrial firms above

2026-08-27

Yu Weining, chief statistician of the NBS industrial division, said Jan–Jul 2026 profits in high‑tech manufacturing among enterprises above designated size rose 50.1% YoY, contributing 9.6 percentage points to total profits of industrial firms above designated size. Within electronics and communications, profits in optical‑fiber manufacturing, optical‑cable manufacturing and communication‑system equipment rose 468.4%, 62.6% and 55.0% respectively; in medical instruments, profits in navigation/mapping/meteorological/marine specialty instruments rose 157.8% and dental equipment rose 74.5%.

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2026-08-27

Nvidia's second-quarter revenue reached $96.2 billion, a 106% year-over-year increase, with data center revenue reaching $89 billion, a 117% year-over-year increase—both very strong. However, after the earnings release, the stock price initially fell

Nvidia's second-quarter revenue reached $96.2 billion, a 106% year-over-year increase, with data center revenue reaching $89 billion, a 117% year-over-year increase—both very strong. However, after the earnings release, the stock price initially fell by about 3%, indicating that market expectations were already very high—the "better-than-expected" performance itself was no longer a sufficient catalyst. What truly revived the stock price was CFO Colette Kress's statement on the conference call: revenue growth for fiscal year 2028 is projected to be approximately 70%. The market had previously expected growth of only about 44%-45% for this year, thus representing a significant upward revision of long-term growth expectations in one go. More importantly: the 70% figure is not actually demand growth, but rather "achievable growth under supply constraints." This statement is the most noteworthy part of the entire news. Customer demand growth is approximately 100%—Nvidia is currently constrained by its supply chain and can only meet a portion of this demand—therefore, the company's current fiscal year 2028 revenue growth target is approximately 70%. In other words, Nvidia is not worried about insufficient demand, but rather insufficient production capacity.
2026-08-27

CME said its Global Command Center (GCC) has detected issues connecting to Firmsoft/CMEOne and its technical support team are investigating.

CME said its Global Command Center (GCC) has detected issues connecting to Firmsoft/CMEOne and its technical support team are investigating.
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