Nvidia(US:NVDA) 智通财经网·2025-08-08 02:52Core Viewpoint - Goldman Sachs raised Nvidia's target price from $185 to $200 while maintaining a "buy" rating, indicating expectations for the company to deliver "better-than-expected results and guidance" despite high market expectations [1] Group 1: Key Focus Areas for Earnings Call - The first focus is on the production progress of the Blackwell chip in the second half of the year and the development of the next-generation Rubin chip architecture planned for 2026 [2] - The second focus is on the timeline for the H20 chip aimed at the Chinese market, which complies with U.S. export control requirements, as its launch progress and expected revenue contribution will be crucial indicators of Nvidia's resilience in China [2] - The third focus is on gross margin trends, particularly whether the company can release profit space by digesting H20 chip inventory [2] Group 2: Market Expectations - Analysts expect Nvidia to achieve $45.7 billion in revenue and earnings per share of $1, reflecting high market anticipation for the upcoming earnings report [2]