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招财进宝1314
05-08

知情人士...

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%

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，英伟达股价周三盘中强势拉升，收盘上涨3.1%。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、超微电脑和美国超微公司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。

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":{"LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","BK4529":"IDC概念","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","NVDS.UK":"LS -1X NVIDIA","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","3NVD.UK":"LS 3X NVIDIA","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","NVD3.UK":"LS 3X NVIDIA","LU1145028129.USD":"ALLIANZ INCOME AND 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3xLongSG261006"},"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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