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大行评级丨高盛:上调英伟达目标价至240美元 预计第三财季业绩将胜预期
Ge Long Hui· 2025-11-03 06:32
Core Viewpoint - Goldman Sachs expects Nvidia's Q3 performance ending in October to exceed expectations, with stock price reaction dependent on the extent of guidance revisions [1] Group 1: Earnings Expectations - The report anticipates a focus on four key areas during the earnings call: details on expected data center revenue of $500 billion, OpenAI's deployment plans for 2026, Rubin's production timeline for 2026, and the potential for resuming business in China [1] Group 2: Ratings and Price Target - Goldman Sachs reiterates a "Buy" rating and raises revenue and non-GAAP EPS estimates for fiscal years 2026 to 2028 by an average of 12% [1] - The target price for Nvidia is increased to $240 [1]