大行评级｜高盛：上调英伟达目标价至200美元 第二财季业绩有望超预期

Core Viewpoint - Goldman Sachs raised Nvidia's target price from $185 to $200, maintaining a "buy" rating, anticipating that the company will exceed high market expectations for its Q2 earnings report due at the end of August [1] Group 1: Market Expectations - The market has high expectations for Nvidia's Q2 earnings, which are expected to surpass these expectations [1] - Key focus areas include the shipment trends of the Blackwell chips in the second half of the year and the timing of the Rubin product launch in 2026 [1] Group 2: Revenue and Profitability - Attention is also on the shipment progress of the H20 chips in China and the potential for margin improvement due to H20 inventory [1] - Positive news regarding Nvidia's revenue and margin outlook in China could further drive the stock price upward [1]