NVIDIA target price hits $200! Goldman Sachs bets on better-than-expected earnings report, three major puzzles to be solved
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Goldman Sachs raised NVIDIA's target stock price from $185 to $200, maintaining a "Buy" rating. Analyst James Schneider believes that despite high market expectations, NVIDIA is still likely to deliver better-than-expected performance. Focus on three key points: the mass production progress of Blackwell chips, the timeline for H20 chips, and the trend in gross margins. The market generally expects NVIDIA to achieve $45.7 billion in revenue and earnings per share of $1
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