Nvidia(US:NVDA) Hua Er Jie Jian Wen·2025-08-21 02:07Group 1 - Nvidia is set to release its latest earnings report next Wednesday, with the third-quarter guidance being a key focus for the market [1] - KeyBanc Capital Markets indicates that Nvidia may temporarily exclude direct revenue from the Chinese market in its next fiscal guidance due to uncertainties surrounding semiconductor export licenses [1] - If Nvidia's business in China, based on chips like H20 and RTX6000D (B40), were included, it could have generated an additional revenue of $2 billion to $3 billion [1] Group 2 - Despite short-term uncertainties in the Chinese market, Nvidia's business fundamentals remain strong, providing robust support for long-term growth [2] - KeyBanc highlights significant improvements in Nvidia's GPU supply and capacity, which are core drivers of its sustained performance [2] - Data shows a 40% increase in Nvidia's GPU supply for the quarter ending in July, with an expected further 20% growth by October due to the ramp-up of B200 chips [2] Group 3 - Wall Street maintains an optimistic outlook, with KeyBanc raising Nvidia's target price from $190 to $215 while maintaining an "overweight" rating [3] - Susquehanna analysts also see continued momentum in Nvidia's data center business, raising their target price from $180 to $210 and maintaining a "positive" rating [3] - Despite the target price increases from two Wall Street firms, Nvidia's stock price fell approximately 2.5% on Wednesday morning [3]