美股盘前，英伟达(NVDA.O)跌6.8%，公司H20因美国出口限制面临55亿美元的费用。阿斯麦(ASML.O) 跌5.4%，Q1新增订单锐减45%远不及预期，欧股一度跌超7%。 ...

Nvidia has said it expects a $5.5bn (£4.1bn) hit after Donald Trump's administration barred the chip designer from selling crucial artificial intelligence chips in China, sending shares in one of the US's most valuable companies plunging in after-hours trading. The company said in an official filing late on Tuesday that its H20 AI chip, which was designed specifically for the Chinese market to comply with export controls, would now require a special licence to sell there for the "indefinite future". Sign up ...

当地时间4月15日，英伟达股价涨1.35%，但盘后跌超6%。 4月15日下午，记者走访深圳华强北赛格电子市场了解到，GPU价格自上周起就在持续波动。不少销售显卡和做电脑装机生意的商家在店面摆出了英伟达显 卡，一名商家表示，英伟达40系及40系以下显卡都在涨价，有的卡涨了三四百元。还有商家表示，GPU和CPU涨价也影响到整台电脑的价格，根据配件型号 不同，整台电脑可能比一周前涨价几百元、一两千元。不过，商家也无法预测接下来的价格走势，因为关税等政策还在变动，市场需求还需要观望。 全球市值最大的半导体公司英伟达持续受到美国政策变动的扰动。 当地时间4月15日，英伟达在公告中表示，美国政府已告知英伟达，对于公司生产的H20芯片以及达到H20内存带宽、互联带宽的其他芯片，若出口到中国等 国家和地区需要获得许可证，且该许可证要求将无限期生效。当日，英伟达股价涨1.35%，但盘后跌超6%。 H20是英伟达旗下的AI芯片，H20原本就是英伟达针对中国市场推出的"特供"版本，性能上相比H100有所缩水。如果H20出口的相关许可不及时发放，客观 上将影响英伟达向中国等市场供货。而从需求看，今年全球多家云服务厂商还在加码AI布局 ...

截至2025年4月16日 13:17，中证半导体材料设备主题指数(931743)上涨0.13%，成分股有研新材(600206)上涨7.35%，中微公司(688012)上涨1.84%，北方华创 (002371)上涨1.78%，华峰测控(688200)上涨1.26%，盛美上海(688082)上涨0.81%。半导体材料ETF(562590)上涨0.09%，最新价报1.09元。拉长时间看，截至 2025年4月15日，半导体材料ETF近1周累计上涨7.59%，涨幅排名可比基金1/5。 流动性方面，半导体材料ETF盘中换手2.86%，成交920.49万元。拉长时间看，截至4月15日，半导体材料ETF近1周日均成交2161.73万元，居可比基金前2。 规模方面，半导体材料ETF近1年规模增长2.78亿元，实现显著增长，新增规模位居可比基金2/5。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 002371 | 北方华创 | 1.78% | 15.93% | | 688012 | 中微公司 | 1.84% | 14.30% | | 688126 | 沪硅产业 | ...

近日，据彭博社报道，英伟达公司在芯片出口领域遭遇新的变数，美国政府对其H20芯片对中国的出口加以限制，这一举措严重削弱了这条原本为应对先 前出口管制而精心打造的产品线，使得中美芯片领域的博弈再度升级。 英伟达于周二在监管文件中披露了这一消息。文件显示，美国政府已于周一正式通知英伟达，H20芯片未来在出口至中国时需要"无限期"申请许可证。这 一突如其来的限制令给英伟达在中国市场的业务布局蒙上了一层阴影。 来源：EETOP 前一段时间，黄仁勋花100万美元参加了海湖庄园宴会，并与特朗普亲切交谈，并传出特朗普政府收回了限制英伟达向中国出口H20人工智能芯片的计 划。 本以为从此H20芯片可以畅通无阻向中国任意出口了，但是又突发变故。特朗普他又变了。 H20芯片是英伟达在先前出口管制背景下推出的一款产品。此前，美国政府出于所谓"国家安全"等考量，对芯片出口实施了一系列管制措施，英伟达为了 能在一定程度上维持中国市场业务，设计了H20芯片这条产品线，试图在遵守管制规定的同时，满足中国市场的需求。但白宫近几个月来一直在研拟H20 的出口管制计划，以免该芯片被用于打造军用超级计算机。此次美国政府的新动作，让英伟达的这一努力 ...

Piper Sandler：将英伟达(NVDA.O)目标价从175美元下调至150美元。 ...

Piper Sandler将 英伟达目标价从175美元下调至150美元。 ...

智通财经4月16日电，Piper Sandler将英伟达目标价从175美元下调至150美元。 ...

Core Points - The U.S. government has imposed indefinite export restrictions on NVIDIA's H20 chips to China, affecting approximately $5.5 billion in quarterly expenses related to inventory and procurement commitments [1][2] - This marks a significant tightening of semiconductor export controls, building on previous measures initiated under the Trump administration and continued by the Biden administration [2][4] - NVIDIA's stock fell over 6% in after-hours trading following the announcement of these new regulations [1] Group 1 - The new regulations will limit NVIDIA's ability to sell advanced AI chips to China, which is a critical market for the company [1][4] - The H20 chip, designed specifically for the Chinese market, is less competitive in training AI models but performs well in inference tasks [2] - The U.S. government has not clarified how many export licenses will be granted to NVIDIA, creating uncertainty for the company [1][3] Group 2 - NVIDIA's CEO, Jensen Huang, has opposed export restrictions and emphasized the importance of the Chinese market for AI research and development [3][4] - Analysts suggest that the strategic impact of these regulations is more significant than the financial impact, as losing access to the Chinese market could allow competitors like Huawei to gain market share [4] - The U.S. government's actions are seen as a political maneuver that could hinder the global semiconductor industry's development [4]

Core Insights - Nvidia has emerged as one of the best growth stories in recent years, driven by the surge in demand for its products amid the Artificial Intelligence boom [1] Group 1: Company Performance - Nvidia's revenues have significantly increased as companies seek to leverage AI technologies [1] Group 2: Market Context - The ongoing AI boom is a key factor contributing to Nvidia's growth trajectory [1]