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传特朗普政府拟放松AI芯片出口限制英伟达(NVDA.US)股价大涨3.1%

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href=\"https://laohu8.com/S/JEF\">杰富瑞</a>分析师预计，这可能对其营收带来约100亿美元的冲击。英伟达首席执行官黄仁勋在周二出席Milken Institute年会时指出，中国市场未来几年对AI芯片的需求预计将达到500亿美元。</p><p>另一家AI服务器制造商超微电脑周二公布财报，收入和盈利均位于指引区间高端，但对于当前季度的展望却令人失望。公司表示，部分客户因英伟达产品线从旧版Hopper过渡到新版Blackwell而推迟采购决策。</p><p>超微电脑梁见后在电话会议上对分析师表示：“我们对中期和长期的增长依然充满信心，特别是Blackwell产品线的需求非常强劲。”受指引偏弱影响，超微电脑股价周三下跌1.4%。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>传特朗普政府拟放松AI芯片出口限制 英伟达(NVDA.US)股价大涨3.1%</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1290526.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","BK4605":"半导体精选","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","SNVD.UK":"LS -1X NVIDIA","NVD2.UK":"2X NVIDIA ETP","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","NVDA":"英伟达","NVIW.SI":"NVDA 3xLongSG261006","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","NVD3.UK":"LS 3X 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1290526.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2533944993","content_text":"智通财经APP获悉，在市场传出特朗普政府可能放松人工智能芯片出口限制的消息后，英伟达(NVDA.US)股价周三盘中强势拉升，收盘上涨3.1%。其他半导体股也普遍走高，受益于该项可能颠覆拜登政府政策的市场预期。据外媒援引知情人士报道，特朗普政府正在考虑撤销原计划生效的AI芯片出口禁令，此举将显著影响英伟达、超微电脑(SMCI.US)和美国超微公司(AMD.US)等相关企业的对外业务布局。AI芯片需求依然高涨，从多家芯片企业的最新财报中可见一斑。AMD本周二公布的财报显示，其盈利好于预期，同时第二季度的营收指引也超出市场预期，反映出AI芯片领域的强劲增长。受此提振，AMD股价周三上涨1.76%。不过，AMD同时警告称，美国政府的出口管制预计将导致其全年营收损失高达15亿美元，再次突显出口限制对芯片产业带来的重大风险。英伟达方面则早前披露，由于面向中国市场的H20芯片受到新的许可要求，其第一季度财报中将计入约55亿美元的存货和采购承诺相关费用。杰富瑞分析师预计，这可能对其营收带来约100亿美元的冲击。英伟达首席执行官黄仁勋在周二出席Milken 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