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Nvidia Could Add Billions From China Sales If H20 GPUs Get Green Light From US: Analyst
英伟达英伟达(US:NVDA) Benzinga·2025-08-05 00:02

BofA Securities analyst Vivek Arya maintained a Buy rating on NVIDIA Corp NVDA with a price target of 220onMonday.Aryare−ratedNvidiaaheadofitssecond−quarterearningscall,citingstrongsalesmomentumandlong−termearningspotential,whileflaggingsomenear−termvolatilityafterthestock′sstrongyear−to−daterun.Theanalystexpectssecond−quarterrevenuetocomeinat220 on Monday. Arya re-rated Nvidia ahead of its second-quarter earnings call, citing strong sales momentum and long-term earnings potential, while flagging some near-term volatility after the stock's strong year-to-date run. The analyst expects second-quarter revenue to come in at 47 billion, beating the 45.8billionconsensusandNvidia′sown45.8 billion consensus and Nvidia's own 45 billion guide, driven by a continued ramp in Blackwell G ...