大行评级丨高盛：英伟达强劲季绩及本季指引将为股价带来支持 评级“买入”

Core Viewpoint - Goldman Sachs reported that NVIDIA's revenue for the third quarter ending in October reached $57 billion, significantly exceeding Goldman Sachs' estimate of $55.6 billion and market expectations of $55.4 billion [1] Financial Performance - NVIDIA's gross margin was 73.6%, which is in line with Goldman Sachs' estimate of 73.5% and slightly below market expectations of 73.7% [1] - For the fourth quarter guidance ending in January, NVIDIA provided a midpoint revenue forecast of $65 billion, well above Goldman Sachs' estimate of $63.2 billion and market consensus of $62.4 billion [1] - The non-GAAP gross margin guidance for the fourth quarter is set at 75%, exceeding Goldman Sachs' estimate of 74.4% and market expectations of 74.5% [1] Analyst Rating - Goldman Sachs maintains a "Buy" rating on NVIDIA with a target price of $240, anticipating that the stock price will rise given the strong performance in the last quarter and the balanced market expectations for the current quarter [1] Industry Impact - NVIDIA's fourth quarter data center business guidance indicates a robust AI capital expenditure environment, which is favorable for semiconductor stocks covered by Goldman Sachs, including Broadcom, while having a relatively smaller positive impact on Marvell Technology [1]