智通财经4月21日电，英伟达跌幅扩大至5%。 ...

Though the stock market was strong through 2024, its best period came after Donald Trump was confirmed as the new President-Elect of the United States in early November. Nvidia (NASDAQ: NVDA) – already an undisputed star for investors – benefited particularly from the rally, as it accelerated a rise that enabled it to gain $2.1 trillion within the 12 months and increase from $1.223 trillion at the end of 2023 to $3.355 trillion by the end of 2024.Though the initial weeks of 2025 appeared just as strong, and ...

上周美国商务部对英伟达祭出的H20芯片对华禁售令，直接撕开数十亿美元的市场缺口。该产品线原本瞄准中国AI算力需求，如今却成为悬在财报上的达摩 克利斯之剑。更令市场不安的是，此举加剧了关于AI投资周期可能提前触顶的担忧，尤其在贸易战升级给整体经济增长前景蒙上阴影的大背景下。 从数字上看，英伟达22倍的市盈率较其长期均值已显著折价，年内24%的跌幅更是纳斯达克100指数的两倍。但Parnassus Investments科技主管克里希纳·钦塔 拉帕利(Krishna Chintalapalli)警告："当前估值看似合理，实则暗藏玄机。" 智通财经APP获悉，尽管英伟达(NVDA.US)股价已跌至人工智能(AI)发展周期中的最低估值区间，但接踵而至的风险事件却让投资者对"逢低吸纳"策略望而 却步。这家全球AI芯片龙头正陷入地缘政治与产业周期叠加的漩涡之中。 吊诡的是，关税阴云反而让英伟达在芯片同行中显得另类安全。彭博行业研究指出，专注于AI加速器的英伟达受关税冲击最小，而面向消费电子、汽车等 领域的同行将面临需求端的间接重击。 但阿斯麦(ASML.US)的财报预警又给市场泼了冷水：关税对全球供应链的影响程度，连芯片 ...

Group 1: Stock Performance and Historical Trends - Nvidia's stock is down 26% year-to-date, with recent trading showing a decline below the key $100 support level, closing at $97 in premarket trading on April 21 [1] - May is historically Nvidia's strongest month, with an 80% win rate and an average gain of 15% over the past decade, indicating potential for a rebound [2] - In contrast, April and November have shown weaker performance, with win rates of 37% and 42% respectively, suggesting a consistent outperformance in May [4] Group 2: Impact of Trade Tariffs and Geopolitical Risks - Ongoing trade tensions, particularly the U.S. imposing new restrictions on high-performance H20 chips exported to China, are impacting Nvidia's revenue, as China has been a major market [5] - Nvidia is shifting production to the U.S. to mitigate risks, building Blackwell chips and AI supercomputers in Arizona and Texas, although export restrictions could lead to a $5.5 billion charge in Q1 [6] - Analysts express skepticism regarding near-term regulatory approval for these export controls, which could further affect Nvidia's market position [6] Group 3: Analyst Ratings and Price Targets - Wall Street sentiment has turned bearish, with Piper Sandler lowering Nvidia's 12-month price target from $175 to $150, citing weaker demand from China and the H20 export ban [7] - Raymond James also reduced its target from $170 to $150 while maintaining a 'Strong Buy' rating, noting that China accounts for about 14% of Nvidia's sales and that much of the risk is already priced in [8]

近日，网上曝出 Lepton AI 已通知用户，Lepton 将于 2025 年 5 月 20 日正式停止运营，此后用户将无法再访问 Lepton AI 平台上的服务或提交的数据，建 议用户在该日期之前尽快下载或备份所需数据。服务终止时，若用户账户中仍有未使用的积分，官方将会在关停后予以退款处理。 不仅如此，官方网站已经禁止新账户注册，显示正在维护。 Lepton AI 的官方推特显示也已经被注销。 就在大约两周前，The Information 报道，英伟达已完成对 Lepton AI 的收购，交易价值数亿美元，知情人士透露称创始人贾扬清及联合创始人白俊杰都已 加入英伟达，目前还不清楚具体担任职位。 值得注意的是，黄仁勋还一直称英伟达是一家软件公司， Lepton Al 创始团队都是软件方面的顶尖人才，或许这也是双方契合的一点。 收购消息刚被曝出来时，许多人猜测英伟达收购后是会仅保留机器学习人才、大砍业务，还是会继续运营 Lepton AI 的云平台。目前看来，英伟达似乎更 在意的人才，而非其相关具体业务，毕竟如今已经选择了关闭服务。 交易完成时 Lepton AI 约有 20 名员工，目前还未有消息指出这 ...

英伟达美股盘前下挫，跌幅扩大至3.3%。 ...

Semiconductor stocks have taken a beating in the past couple of weeks. However, that does not seem to have deterred one U.S. politician.Finbold’s senatorial trading radar recently picked up a Periodic Transaction Report published on April 20. It reveals that Ashley Moody, the junior United States senator from Florida, executed nine transactions between March 20 and March 25. Each of the trades in question was a semiconductor stock bet. Receive Signals on US Senators' Stock Trades Stocks Stay up-to-dat ...

Valuation Metrics - Nvidia's trailing 12-month price-to-earnings (P/E) ratio is 35.5, making it appear expensive compared to its peers, with only Tesla having a higher ratio at 118.4 [1] - The forward P/E ratio for Nvidia is approximately 23.3, which is lower than that of Google and Meta Platforms within the Magnificent Seven [2] - Nvidia's price-to-earnings-to-growth (PEG) ratio is 1.02, one of the lowest in the Magnificent Seven, closely following Meta's PEG ratio of 1.01 [3] Factors Influencing Valuation - Nvidia's share price has declined over 30% from its peak in early 2025, contributing to its low PEG ratio [4] - Concerns about competition from Chinese AI companies and U.S. export restrictions on Nvidia's H20 AI chips have negatively impacted the stock, with a reported loss of $5.5 billion due to these restrictions [5] - Despite these challenges, strong earnings growth expectations remain, as many analysts believe Nvidia will continue to achieve exceptional growth [6] Growth Drivers - Nvidia's GPUs are still the leading choice for AI model development, with significant investments from major customers in AI technology [7] - The transition from general-purpose computing to accelerated computing is viewed as a $1 trillion opportunity for Nvidia, according to CEO Jensen Huang [7] Investment Considerations - While Nvidia has a low PEG ratio, it is not necessarily a straightforward buy, as some experts believe the stock may decline further [8][9] - Long-term investors may find Nvidia's current sell-off to be an attractive buying opportunity, given the ongoing demand for AI technology and Nvidia's competitive edge in GPU performance [10][11]

智通财经4月21日电，日本首相石破茂会见英伟达CEO黄仁勋。 ...

英伟达黄仁勋会见日本首相石破茂。 ...