英伟达：季度业绩与指引强劲；未来数月股价跑赢大盘路径更清晰 —— 建议买入

25 February 2026 | 8:34PM EST Equity Research Nvidia Corp. (NVDA): Strong quarter and guidance; we see a clearer path to stock outpeformance in the coming months - Buy Key stock takeaways: We expect the stock to trade higher following a strong quarter and guidance relative to the Street, and relative bullish expectations heading into the quarter. We believe investor expectations were somewhat elevated heading into the quarter, given recent upward CapEx revisions from hyperscalers - but we believe 1Q guidanc ...