Savicoin US Stock Perpetual Daily Report | August 29, 2026 (Saturday UTC+8)

Data as of: August 29, 2026, 08:00 (UTC+8)
Corresponding US Stock Trading Day: August 28, 2026

1. Overnight US Stocks

On August 28, US stocks traded around the Jackson Hole Global Central Bank Annual Meeting, Federal Reserve Chairman Kevin Warsh’s speech, and the AI sector’s repricing following NVIDIA and Marvell earnings reports.

Warsh delivered his first major keynote speech as Federal Reserve Chairman at Jackson Hole. He stated that the US economy overall remains resilient, but inflation still requires clear and sustained improvement toward the Fed’s target.

Warsh also proposed reducing the use of normalized forward guidance, emphasizing that monetary policy should rely more on real-time economic and financial market data.

Regarding AI, Warsh said it could become a new factor of production, bringing higher productivity and economic growth potential. Investment in AI infrastructure remains a key driver of current US corporate capital expenditure.

NVIDIA’s strong earnings continue to support the AI investment thesis, but the market reaction after Marvell’s earnings has led investors to pay closer attention to AI companies’ valuations, capital expenditures, and actual performance realization.

Dow Jones Index: 53,559.99 (-0.02%)

S&P 500: 7,711.76 (-0.25%)

Nasdaq Composite Index: 26,402.42 (-0.52%)

2. Savicoin Perpetual Contract Market
 

Note: Reference prices and change percentages are based on the corresponding US stock/ETF closing prices during the regular trading session on August 28. Actual transaction prices of Savicoin US stock perpetual contracts may vary due to trading hours, market liquidity, and price fluctuations.

3. Market Observation

On August 28, the market focus shifted further from NVIDIA’s earnings report to:

Warsh Speech | Fed Policy | AI Capital Expenditure | Semiconductor Capital Flows | US Treasury Yields

Warsh gave a positive assessment of the US economy’s resilience but emphasized that inflation still needs to improve further, keeping the market cautious about the future interest rate path.

On AI, NVIDIA’s strong performance continues to provide fundamental support, but the market is increasingly attentive to the ability of companies to realize profits and capital expenditures in a high-valuation environment.

NVDA, AMD, MU, SNDK, MRVL, AVGO and other AI and semiconductor industry chain stocks remain market focal points.

4. Key Symbol | NVDAUSDT

NVDA remains an important directional indicator for the global AI and technology sectors.

NVIDIA FY2027 Q2 Core Results:

• Revenue: $96.221 billion | Year-over-year +106%
• Data Center Revenue: $89.0 billion | Year-over-year +117%
• Non-GAAP EPS: $2.22
• GAAP Gross Margin: 75.0%
• Q3 Revenue Guidance: $108 billion ±2%
• Q3 Gross Margin Guidance: 74.0% ±0.5 percentage points

Current market focus includes:

• AI data center demand
• Vera Rubin volume progress
• AI capital expenditure by large tech companies
• Data center business growth rate
• Gross margin changes
• Q3 revenue realization

After the earnings report, the market trading logic for NVIDIA is gradually shifting from "performance expectations" to "valuation and growth realization."

NVDA’s subsequent trend may continue to influence semiconductor stocks such as AMD, MU, SNDK, MRVL, AVGO, and the overall Nasdaq risk appetite.

5. News Highlights on August 29

1 | Continued Digestion of Jackson Hole Policy Signals

Warsh stated at Jackson Hole that the US economy remains resilient overall, but inflation still needs further improvement toward the target.

The market will continue to assess the impact of his speech on future interest rate policies, US Treasury yields, and the US dollar trend.

Key Focus:

• US inflation
• Interest rate policy path
• US Treasury yields
• US Dollar Index
• Technology stock valuations

2 | Potential Changes in Fed Policy Communication

Warsh said the role of normalized forward guidance should be limited, and monetary policy should maintain greater decision-making flexibility.

This means the market may rely more on:

Economic data | Inflation | Employment | US Treasuries | Financial conditions

to judge the Fed’s next policy moves.

3 | Continued Focus on AI Investment

Warsh highlighted AI in his speech, stating it could become a new factor of production and improve the US economy’s long-term productivity.

US corporate capital expenditure remains robust, with AI infrastructure construction contributing significantly.

Market continues to watch:

NVDA | AMD | AVGO | MU | SNDK | MRVL | MSFT | META | AMZN

4 | NVIDIA Earnings Enter Continuous Pricing Phase

NVIDIA’s strong quarterly revenue, data center growth, and Q3 guidance continue to support the AI investment thesis.

The market’s focus is shifting further to:

AI demand | Capital expenditure | Vera Rubin | Profit margins | Valuation | Earnings realization

5 | Marvell Earnings Affect Semiconductor Sentiment

Marvell’s earnings release pressured its stock price, causing the market to reassess growth expectations for AI networking, custom chips, and data center businesses.

Following consecutive earnings reports from NVIDIA and Marvell, performance within the AI industry chain may further diverge.

6. Today’s Focus

The market is focused on five main themes:

Warsh Policy Signals | US Treasury Yields | NVIDIA | AI and Semiconductors | Technology Stock Valuations

Key technology stocks to watch:

NVDA | META | MSFT | SNDK | AMZN | TSLA

NVIDIA’s strong results continue to support the long-term AI investment thesis, but market focus has shifted from purely revenue growth to valuation, capital expenditure, and earnings realization.

Meanwhile, Warsh’s comments on inflation and monetary policy may continue to influence US Treasury yields.

If yields continue to rise, high-valuation tech stocks may face some pressure; if yields fall, it could improve the valuation environment for growth stocks.

7. Today’s Trading Hours Reminder

US Stock Trading Hours | 21:30–04:00 (Beijing Time)

Market liquidity and trading activity are usually higher during this period.

Pre-market and After-hours | 16:00–21:30 / 04:00–08:00

Liquidity is relatively lower; pay attention to rapid price fluctuations around major earnings releases and macro events.

Weekend Market Closure

August 29 is Saturday, and the regular US stock market is closed.

Savicoin US stock perpetual contracts may continue trading during US market closures. Please pay special attention to market liquidity, price deviations, and potential gap risks on the next trading day.

Actual trading times and market conditions are subject to what is shown on the Savicoin platform page.

8. Risk Warning

US stock perpetual contracts are leveraged trading products and may experience significant price volatility.

Market volatility may increase significantly around earnings reports of large tech companies, US economic data releases, Fed policy signals, and major macro events.

Please manage your positions and leverage prudently, and fully consider market liquidity, price volatility, and the risks of leveraged trading.

9. Disclaimer

This article is for market information reference only and does not constitute any investment or trading advice.

Related market data comes from public markets and the Savicoin platform; different data sources may have price and timing differences.

Savicoin US stock perpetual contracts are continuous trading products; their actual transaction prices, mark prices, and settlement prices may differ from corresponding US stock spot market prices.

Users should make independent judgments based on their own situations and bear the related trading risks themselves.

The Savicoin Team