大行评级丨高盛：英伟达上季业绩及指引均优于市场预期，评级“买入”

Core Viewpoint - Goldman Sachs reports that Nvidia's quarterly performance and guidance exceeded market expectations [1] Financial Performance - Nvidia's quarterly revenue reached $68.1 billion, surpassing Goldman Sachs' forecast of $67.3 billion and market expectations of $66.2 billion [1] - Gross margin was 75.2%, in line with Goldman Sachs and market predictions [1] - Operating margin stood at 67.7%, also matching Goldman Sachs and market forecasts [1] - Earnings per share (EPS) were $1.76, exceeding Goldman Sachs' estimate of $1.59 and market expectations of $1.53 [1] Future Guidance - Nvidia's guidance for the first fiscal quarter remains above investor expectations, with median revenue projected at $78.0 billion, higher than Goldman Sachs' estimate of $76.8 billion and significantly above market expectations of $72.1 billion [1] - Non-GAAP gross margin guidance is set at 75%, slightly above Goldman Sachs and market forecasts [1] Investment Rating - Goldman Sachs maintains a "Buy" rating on Nvidia with a target price of $250 [1]