On August 29th, Southern Finance and Economics reported that Guo Mingchi, an analyst at Tianfeng Securities, released an investment briefing analyzing the relevant content of Nvidia's financial report. Guo Mingchi pointed out that Nvidia's revenue forecast for the third quarter of fiscal year 2025 is expected to be between $30 billion and $32 billion. Although it may seem higher than the seller's expectations, it is actually lower than the buyer's expectations of $33 billion to $35 billion. This should be one of the main factors causing the stock to decline after making a profit. One of the key observation points mentioned earlier is the impact of Blackwell RTO expenses on profits, and Nvidia also mentioned this impact and pointed out that this negative impact may continue. The negative impact of product conversion period on profits is rarely mentioned before financial reports, which is unfavorable for stock prices in the short term.