September 3rd, Guolonghui: Everbright Securities released a report stating that Nvidia's second quarter revenue and net income exceeded market expectations. Everbright Securities believes that the release of new capacity for CoWoS and HBM will drive continuous improvement on the supply side. Coupled with the basic resolution of Blackwell production issues and the expected production and shipment in the fourth quarter, it is expected that the strong demand and high value of the Blackwell platform will drive Nvidia's performance to continue to grow rapidly in the fourth quarter and the next fiscal year. Raised Nvidia's GAAP net income forecast for this fiscal year to $67.96 billion, while also adding forecasts for GAAP net income for 2026 to 2027 of $107.23 billion and $154.49 billion, corresponding to annual growth rates of 128%, 58%, and 44% respectively. Considering the expected accelerated shipment of Blackwell in the fourth quarter, Nvidia's performance is expected to enter a new growth phase, maintaining a "buy" rating.