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 ...

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]

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]

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]

Group 1 - U.S. stock indices showed mixed performance at the opening, with the Dow Jones up by 0.47%, S&P 500 up by 0.19%, and Nasdaq up by 0.12% [1] - Regional bank stocks in the U.S. rebounded, with the KBW Regional Banking Index rising by 0.6%, and Zions Bancorp and Western Alliance Bancorp both increasing by over 2% [1] - Nvidia's CEO Jensen Huang stated that due to U.S. export controls, the company's market share in high-end chips in China has dropped from 95% to 0%, and he described the U.S. technology blockade against China as a "mistake" [1] Group 2 - International gold and silver prices experienced a rapid decline, with spot gold dropping over 2% and currently down by 1.5% at $4239.95 per ounce, while spot silver fell by 5.26% to $50.493 per ounce [2] - Bitcoin fell below $107,000, with market conditions leading to record forced liquidations, making it difficult for cryptocurrencies to achieve a sustained rebound [7] - Cryptocurrency mining companies saw significant declines, with Bitfarms and Cipher Mining both dropping by over 8% [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 ...

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%。 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。 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 ...

2025 年 8 月，英伟达虽获得 H20 对华出口许可，但需向美国政府上缴 15% 销售额分成 ，后续又因安 全审查与反垄断调查，H20 在华销售近乎停滞。 前些时间， 美国两院正推动一项新立法，要求 AMD 英伟达等芯片制造商，AI 芯片产品必须优先供应美国本土企业。 详见这篇推文：《 芯片战升级！美国拟立法要求 AMD 英伟达"先内后外" 》 2025 年 10 月 16 日，城堡证券发布了英伟达创始人兼 CEO 黄仁勋与红杉资本合伙人康斯坦丁·布勒的 对谈视频。 黄仁勋在对谈中表示，由于美国出口管制，英伟达 100% 退出了中国市场，中国市场份额从 95% 降到 了 0% 。 自 2022 年 10 月美国开始针对高端 AI 芯片实施对中国的出口管制之后，英伟达在中国销售高端的 AI 芯片就开始持续受阻。 英伟达曾根据美国出口管制规则推出对华特供的"阉割"后合规的 AI 芯片，如 A800、H800、H20 等， 但美国政策不断加码，2025 年 4 月的新管制措施导致 H20 芯片被迫停售，英伟达因此承受了约 45 亿 美元库存损失及 80 亿美元潜在收入损失。 黄仁勋认为，美国实施的政策导致美国失 ...

Nvidia stock (NASDAQ: NVDA) traded in the red on Friday, as a mix of policy worries and broader market risk-off sent investors scrambling for the exits. In premarket trading, the Nvidia stock was down... ...

Core Insights - BlackRock, in collaboration with Nvidia and Microsoft, has acquired Aligned Data Centers for $40 billion, marking the largest data center deal to date, driven by the ongoing AI revolution [1][2]. Group 1: Company Developments - BlackRock reported earnings that led to a spike in its stock price, indicating improved financial performance [1]. - The acquisition of Aligned Data Centers positions BlackRock strategically within the growing data center market, which is essential for supporting AI infrastructure [1][2]. Group 2: Industry Trends - The deal reflects the increasing demand for data centers fueled by advancements in artificial intelligence, highlighting a robust investment trend in this sector [1][2]. - The acquisition is part of a broader trend where major investment firms are consolidating resources to capitalize on the AI boom [1].