美洲半导体_布局 “人工智能之秋”—— 年末战术性股票表现之见解-Americas Technology_ Semiconductors_ Trading the _AI Autumn_ - Our thoughts on tactical stock performance into year end

24 August 2025 | 6:15PM EDT +1(212)357-6369 | david.balaban@gs.com Goldman Sachs & Co. LLC Americas Technology: Semiconductors: Trading the "AI Autumn" - Our thoughts on tactical stock performance into year end Bottom line - We provide our thoughts on Nvidia's tactical stock performance heading into year end, ahead of the company's earnings report on August 27. To be clear, we remain very bullish on Nvidia's prospects for driving outsized growth in 2026, based on positive hyperscaler CapEx commentary and th ...