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英伟达持仓概念股普跌 Coreweave(CRWV.US)跌超7%
Zhi Tong Cai Jing· 2025-10-17 15:58
CoreWeave表示,此次合并为双方未来发展提供了最安全且最具价值的路径,不仅能为股东带来即时溢 价,还具备显著的长期增长潜力。公司认为,如果Core Scientific选择独立运营,将面临巨额资本支出 与执行风险,因此呼吁股东在10月30日召开的特别股东大会上投票支持该交易。 周五,英伟达(NVDA.US)持仓概念股普跌,截至发稿,Coreweave(CRWV.US)跌超7%,Applied Digital(APLD.US)跌超9.4%,NEBIUS(NBIS.US)跌超9.6%。消息面上,Coreweave将按此前于7月7日达 成的全股票协议收购AI算力矿商Core Scientific(CORZ.US),并强调该报价为"最佳且最终",不会作出任 何修改。 ...
黄仁勋:英伟达在华市场份额从95%降到0%!股价持续震荡 黄仁勋密集减持 10天套现1.13亿美元
Mei Ri Jing Ji Xin Wen· 2025-10-17 15:46
今年5月,黄仁勋曾表示,中国人工智能市场可能在未来两到三年内达到约500亿美元。对于一家美国公 司来说,无法进入这一市场将是巨大的损失。 今年7月,黄仁勋还提到,中国是一个独一无二的市场。这个市场的活力、创新能力、发展势头,以及 这个产业的发展速度,都是绝无仅有的。他表示,不参与中国市场的意外后果和长期影响,虽然难以预 测,但结果不会乐观。而中国的AI市场无论有没有英伟达都会进步。 在近日美国城堡证券(Citadel Securities)举办的活动上,英伟达CEO黄仁勋称,英伟达在中国的市场 份额从95%降到0%,目前英伟达100%离开了中国市场。 黄仁勋:在华市场份额从95%降到0% "伤害中国的事情往往也可能伤害美国" 今年8月,英伟达发布2026财年第二季度财报,财报显示,该季度英伟达营收467.43亿美元,其中来自 中国市场的收入27.69亿美元,相比2025财年第二季度中国市场收入36.67亿美元,缩水近9亿美元。 黄仁勋表示,AI是一项新技术,在采取行动之前,必须深思熟虑如何最终监管它。美国当然希望赢得 AI竞赛,(美国)决策者都想做正确的事,希望美国获胜。"然而,重要的是,要记住,伤害中国的事 ...
美股异动 | 芯片股走低 美光科技(MU.US)跌超3%
智通财经网· 2025-10-17 15:41
智通财经APP获悉,周五,芯片股走低,截至发稿,英伟达(NVDA.US)跌0.69%,美国超微公司 (AMD.US)跌超2.5%,美光科技(MU.US)跌超3%,台积电(TSM.US)跌超1.4%,迈威尔科技(MRVL.US) 跌超2%,甲骨文(ORCL.US)跌超8%。 ...
Utilities grapple with a multibillion question: How much AI data center power demand is real
CNBC· 2025-10-17 15:37
Core Insights - Electricity companies in the U.S. are grappling with demand forecasts driven by the AI boom, as tech firms plan extensive data center builds that could consume electricity equivalent to entire cities [3][4][6] - The utility sector has seen a significant stock rally, gaining approximately 21% this year and nearly $500 billion in value over the past two years, amid concerns of an AI bubble [8][9] - Experts predict a historic increase in electricity consumption, estimating an additional 120 gigawatts of demand by 2030, with 60 gigawatts attributed to data centers [11][12] Demand Forecasting Challenges - Utilities face difficulties in accurately forecasting electricity demand due to competing requests for power connections from AI companies [5][6] - FERC Chairman David Rosner emphasized that small discrepancies in load forecasts can lead to substantial financial impacts on investments and customer bills [6] - Constellation Energy's CEO expressed concerns that current load projections may be overstated, suggesting a need for caution in planning [7] Infrastructure Constraints - The AI industry's rapid growth is straining existing electrical infrastructure, with competition for essential equipment driving up costs [14] - There is a lack of sufficient generation and transmission infrastructure to meet even modest demand targets, with natural gas turbines sold out through the end of the decade [14] - Renewable energy sources, particularly solar and battery storage, are positioned as the fastest means to expand capacity, with over 90% of current power projects awaiting grid connection being renewables [15][16] Strategic Responses - Some AI companies are exploring self-generated power solutions at data centers to bypass grid limitations, which could expedite energy availability [17][18] - Nvidia's CEO highlighted the importance of investing in diverse energy generation methods, advocating for faster deployment of self-generated power solutions [18]
黄仁勋:英伟达在华市场份额从95%降到0%!股价持续震荡,黄仁勋密集减持,10天套现1.13亿美元
Mei Ri Jing Ji Xin Wen· 2025-10-17 15:36
黄仁勋:在华市场份额从95%降到0% 在近日美国城堡证券(Citadel Securities)举办的活动上,英伟达CEO黄仁勋称,英伟达在中国的市场 份额从95%降到0%,目前英伟达100%离开了中国市场。 "伤害中国的事情往往也可能伤害美国" 今年8月,英伟达发布2026财年第二季度财报,财报显示,该季度英伟达营收467.43亿美元,其中来自 中国市场的收入27.69亿美元,相比2025财年第二季度中国市场收入36.67亿美元,缩水近9亿美元。 黄仁勋表示,AI是一项新技术,在采取行动之前,必须深思熟虑如何最终监管它。美国当然希望赢得 AI竞赛,(美国)决策者都想做正确的事,希望美国获胜。"然而,重要的是,要记住,伤害中国的事 情,往往也可能伤害美国,甚至更严重。所以,在急于推出对他人有害的政策之前,或许应该退后一 步,反思一下哪些政策对美国有益。" 黄仁勋在上述活动上表示,美国的政策导致美国失去了世界上最大的市场之一。黄仁勋还提到中国在 AI领域的实力,他表示,中国拥有全球约50%的AI研究人员,有出色的学校,对AI有极大的关注和热 情。 黄仁勋认为,问题的核心在于,如何在"保持技术领先"和"确保世界建 ...
The US Approves Shipment of NVIDIA Corporation’s (NVDA) Chips to UAE
Yahoo Finance· 2025-10-17 15:08
Group 1 - NVIDIA Corporation (NASDAQ:NVDA) has been recognized as one of the hottest mega-cap stocks for 2025, with recent approval to ship several billion dollars worth of chips to the United Arab Emirates [1] - The company received export licenses from the U.S. Commerce Department's Bureau of Industry and Security, allowing the UAE to import 500,000 advanced AI chips annually from 2025 to 2027, with a potential extension until 2030 [2] - NVIDIA focuses on accelerated computing and offers a range of products including AI data center platforms, GPUs, networking solutions, and autonomous vehicle technologies [3]
Jim Cramer Says “We Love NVIDIA Around Here”
Yahoo Finance· 2025-10-17 15:08
Group 1 - NVIDIA Corporation is recognized for its dominance in accelerated computing and generative AI, although it faces competition from AMD, which recently secured a significant order from Oracle for data center chips [1][2] - Jim Cramer emphasizes the importance of believing in the fourth industrial revolution as articulated by NVIDIA's CEO, Jensen Huang, who suggests that the current infrastructure build-out is only in its early stages, with less than 10% completed [2] - The stock price of NVIDIA has increased significantly from under $4 to $189, indicating strong investor confidence and belief in the company's future potential [2] Group 2 - Despite the positive outlook for NVIDIA, there are suggestions that other AI stocks may present greater upside potential with less downside risk [2] - The ongoing transformation in the AI sector is expected to be a multi-trillion dollar opportunity, with NVIDIA heavily invested in this infrastructure development [2]
Stock Market Rebounds, Whipsaws Amid Trump China Comments, AI News, Bank Fears: Weekly Review
Investors· 2025-10-17 15:01
Group 1 - The stock market rebounded on October 10 after President Trump alleviated concerns regarding China trade, leading to significant intraday fluctuations in major indexes [1] - The Russell 2000 index reached record highs but experienced a decline on Thursday due to regional banks facing issues related to bad loans [1] - Major banking institutions such as JPMorgan Chase, Goldman Sachs, and Wells Fargo were highlighted in the context of the market's performance [1] Group 2 - Nvidia's commitment to sustainability positions the company favorably among its competitors, particularly as the demand for AI is driving unprecedented energy consumption [2]
深夜大跳水,黄金、白银重挫
Zheng Quan Shi Bao· 2025-10-17 14:49
美股地区银行股止跌回升,KBW区域银行指数涨0.6%,Zions Bancorp、Western Alliance Bancorp涨超2%。 截至发稿,美股全线翻红,道琼斯指数涨0.47%,标普500指数涨0.19%,纳斯达克综合指数涨0.12%。 据环球网援引香港《南华早报》当地时间16日报道,美国英伟达公司首席执行官(CEO)黄仁勋近日表示,由于美国实施出口管制,这家美国半导体巨头 被禁止向中国大陆企业出售其先进产品,该公司在华高端芯片市场份额已从95%降至0%。 当地时间周五(10月17日),美股三大指数开盘涨跌不一。 比特币跌破107000美元。贸易局势引发了市场创纪录的强制平仓,迄今为止,加密货币仍难以实现持续的反弹。 加密矿企概念跌幅居前,Bitfarms、Cipher Mining跌超8%。 他还表示,美对华技术封锁是一个"错误",英伟达将继续争取重返中国市场。报道称,黄仁勋本月6日在美国纽约参加活动时作出上述表述。"目前我们已 完全退出中国市场。"黄仁勋说,"我们希望继续解释和说明情况,并坚持对政策调整抱有希望"。 商品方面,国际金银快速下挫,现货黄金盘中跌超2%,截至发稿仍跌1.5%,报42 ...
深夜大跳水!黄金、白银重挫!
证券时报· 2025-10-17 14:38
他还表示,美对华技术封锁是一个"错误",英伟达将继续争取重返中国市场。报道称,黄仁勋本月6日在美国纽约参加活动时作出上述表述。"目前我们已完 全退出中国市场。"黄仁勋说,"我们希望继续解释和说明情况,并坚持对政策调整抱有希望 " 。 商品方面,国际金银快速下挫,现货黄金盘中跌超2%,截至发稿仍跌1.5%,报4239.95美元/盎司;现货白银跌5.26%,报50.493美元/盎司。 当地时间周五(10月17日),美股三大指数开盘涨跌不一。 截至发稿,美股全线翻红, 道琼斯指数涨0.47%,标普500指数涨0.19%,纳斯达克综合指数涨0.12%。 美股地区银行股止跌回升,KBW区域银行指数涨0.6%,Zions Bancorp、Western Alliance Bancorp涨超2%。 据环球网援引香港《南华早报》当地时间16日报道,美国英伟达公司首席执行官(CEO)黄仁勋近日表示,由于美国实施出口管制,这家美国半导体巨头被 禁止向中国大陆企业出售其先进产品,该公司在华高端芯片市场份额已从95%降至0%。 加密矿企概念跌幅居前,Bitfarms、Cipher Mining跌超8%。 责编:叶舒筠 校对:许欣 版 ...