21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 苹果3天从印度抢运5架飞机iPhone回美国。据报道，3月27日至29日期间，5架满载iPhone和其他产品的 货机从印度起飞，直抵美国。这是苹果为规避特朗普所谓"对等关税"而进行的紧急行动。苹果供应链总 监在内部会议上直言："这是一场与时间的赛跑，每延迟一天，美国仓库就会损失800万美元。"数据显 示，苹果美国仓库目前已储备超150亿美元的iPhone库存，相当于去年第四季度美国市场销量的3倍。 （每日经济新闻） 曝阿里前高管已入职英伟达。知情人士透露，英伟达已完成对阿里巴巴前技术副总裁贾扬清创企Lepton AI的收购，交易价值数亿美元，贾扬清及Lepton共同创始人白俊杰一起加入英伟达。此前，贾扬清与白 俊杰曾在Meta、阿里云任职。Lepton AI成立于2023年，有约20名员工，于2023年5月完成1100万美元天 使轮融资，是贾扬清离开阿里后创办的人工智能基础设施 (AI Infra) 公司，总部位于美国加利福尼亚州 帕洛阿托。L ...

21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 苹果3天从印度抢运5架飞机iPhone回美国。据报道，3月27日至29日期间，5架满载iPhone和其他产品的 货机从印度起飞，直抵美国。这是苹果为规避特朗普所谓"对等关税"而进行的紧急行动。苹果供应链总 监在内部会议上直言："这是一场与时间的赛跑，每延迟一天，美国仓库就会损失800万美元。"数据显 示，苹果美国仓库目前已储备超150亿美元的iPhone库存，相当于去年第四季度美国市场销量的3倍。 （每日经济新闻） 曝阿里前高管已入职英伟达。知情人士透露，英伟达已完成对阿里巴巴前技术副总裁贾扬清创企Lepton AI的收购，交易价值数亿美元，贾扬清及Lepton共同创始人白俊杰一起加入英伟达。此前，贾扬清与白 俊杰曾在Meta、阿里云任职。Lepton AI成立于2023年，有约20名员工，于2023年5月完成1100万美元天 使轮融资，是贾扬清离开阿里后创办的人工智能基础设施 (AI Infra) 公司，总部位于美国加利福尼亚州 帕洛阿托。L ...

Shares of Nvidia (NVDA 2.05%) are surging on Tuesday. The company's stock gained 3% as of 12:50 p.m. ET but it was up as much as 8.4% earlier in the day. The significant rebound comes as the S&P 500 gained 1.4% and the Nasdaq Composite jumped 1.2%.News of tariff negotiations sparked optimism for Nvidia and other chip stocks.An end in sight?After days of chaos in the market some hope emerged that an end is in sight. President Donald Trump's tariff announcement after market close last Wednesday sent markets a ...

I’m initiating Wall Street’s darling Nvidia Corporation (NASDAQ: NVDA ) with a buy. If you bought at market open, you got the stock at $89, and that’s a steal, so congrats. While a market crash can prove scary to some, I’mI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, w ...

Nvidia CEO Jensen Huang talks onstage with Salesforce CEO Marc Benioff during Salesforce's Dreamforce in San Francisco on Sept. 17, 2024.Technology stocks bounced Tuesday after three rocky trading sessions, spurred by rising optimism that President Donald Trump could potentially negotiate tariff deals with world leaders.Nvidia led the Magnificent Seven group's gains, rallying about 7%. Meta Platforms, Amazon and Tesla jumped at least 4% each, while Apple, Microsoft and Alphabet rose about 3%.The sector is c ...

智通财经APP获悉，随着投资者们进一步消化与定价特朗普面向全球的激进关税政策，全球股市的恐慌情绪有所放缓，对于2023年以来投资热度持续位列全 球股市榜首"AI基建领军者们"来说，人工智能投资逻辑跟随金融市场重新开始聚焦AI芯片等AI基础设施强劲需求预期而逐渐修复。在经历了5年来最惨烈的 股票抛售周之后，资金重新买入风险资产的情绪升温，一些投资者暗示，在日本政府推进贸易合作谈判后，特朗普政府可能愿意放松强硬的贸易立场。 在经历近两年的三位数级别爆炸式业绩增长后，尽管投资者情绪时有所波动，但是英伟达CEO黄仁勋对于Blackwell架构AI GPU需求的无比强劲展望表示， 全球企业，以及一些核心政府部门的人工智能支出超级热潮至少在中期内未见任何程度的放缓迹象，尤其是美国云计算巨头们今年在以AI芯片为核心的AI 基础设施领域支出继续大幅扩张。 随着DeepSeek彻底掀起AI训练与推理层面的"效率革命"，推动未来AI大模型开发向"低成本"与"高性能"两大核心全面聚焦，未来AI大模型融入全球各行各业 的超级浪潮持续催化之下，AI应用加速渗透之下云端AI推理算力需求有望呈现指数级增长。AI应用软件(尤其是生成式AI软 ...

Nvidia is one of the worst-performing stocks among megacap tech so far this year.For much of the past two years, the S&P 500 and Nasdaq Composite were fueled to record levels thanks to a small collective of megacap artificial intelligence (AI) stocks. Known as the "Magnificent Seven," Microsoft, Apple, Amazon, Alphabet, Meta Platforms, Tesla, and Nvidia (NVDA 7.82%) have largely been a good group of shares to own for the last couple of years.However, sentiment around these AI leaders has shifted significant ...

Nvidia (NVDA 3.38%) has been one of the hottest stocks in the market since 2023 but has cooled alongside all of the other growth stocks during the latest sell-off. Nvidia has been a top stock because of its involvement in the artificial intelligence (AI) race since its products power much of the training and inference for that technology.However, the stock recently was now down more than 30% from its all-time high, due to the impact of President Donald Trump's tariff announcement. But is Nvidia truly affect ...

In our last article , we focused on the competitive landscape of Nvidia Corporation (NASDAQ: NVDA ) explaining that although some hyperscalers are looking at developing their own AI chips, and hence reducingStock analysis brought to you by the team at HedgeMix. The analysis is based on a careful review of the growth prospects of each company. For valuation purposes, we often use the Discounted Cash Flow (DCF) model, sharing valuable insight on cash flow generation under different business models.Associated ...

Core Viewpoint - Nvidia Corp has established itself as a key player in the AI and semiconductor sectors, but its stock is currently facing significant downward pressure due to various concerns [1][2]. Group 1: Stock Performance - Nvidia shares are down nearly 29% year-to-date and 8.7% over the past month, indicating a substantial decline in investor confidence [1]. - The stock is trading below all key short-term and long-term simple moving averages (SMA), signaling a bearish trend [2]. Group 2: Market Concerns - There are growing concerns regarding capital expenditures, valuation, and geopolitical risks that are creating uncertainty for Nvidia stock investors [1]. - The recent news about Deepseek has raised questions about the sustainability of Nvidia's growth rate, leading to increased caution among investors [2]. Group 3: Technical Indicators - The MACD indicator is at a negative 5.90, and the RSI has dropped to 37.48, suggesting that bearish momentum is building [2]. - The eight-day SMA is at $104.15, the 20-day SMA at $112.11, the 50-day SMA at $120.05, and the 200-day SMA at $126.73, with the current stock price at $100.85 [5]. Group 4: Competitive Landscape - The increasing competitive landscape and potential further tariff and regulatory restrictions on U.S. chipmakers could negatively impact Nvidia's stock performance [3]. - Despite the bearish sentiment, some investors believe that Nvidia's long-term dominance in AI presents buying opportunities during dips [4].