美国国务院的这种立场，让英伟达感到沮丧。"国务院让事情变得非常困难。"一名知情人士说道。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 【文/观察者网 熊超然】去年12月，英伟达创始人兼首席执行官黄仁勋与美国总统特朗普达成一项突破性协议， 这让外界对于该公司即将重返黄仁勋口中"年规模可达500亿美元"的中国市场重燃希望。 然而，英国《金融时报》2月4日援引知情人士报道称，尽管特朗普已批准出口，但英伟达对华销售H200人工智能 （AI）芯片的最终批准事宜仍悬而未决。时间已过近两个月，美国政府仍然正在进行所谓的"国家安全审查"，之 后才会向中国客户发放许可证。 今年1月，美国商务部曾发布了一项规定，放宽了对H200芯片出口到中国的限制，但要求美国国务院、国防部和 能源部对所有许可证进行审查。一名知情人士称，美国商务部已完成其分析评估，但几名了解跨部门讨论的人士 披露，美国国务院正推动更严格的限制措施，宣称此举是为了"让中国更难以利用H200芯片损害美国国家安全"。 与此同时，知情人士还透露，在是否能够获得许可证以及许可证将附带何种条件尚不明确之前，中国客户并未向 英伟达的H200芯片下 ...

Core Viewpoint - Advanced Micro Devices (AMD) shares experienced a decline of over 6% in early Frankfurt trading due to a forecasted slight decline in quarterly revenue, raising concerns about its competitiveness against Nvidia in the growing AI market [1] Company Summary - AMD's forecast indicates a slight decline in quarterly revenue, which has led to a negative market reaction [1] - The company's ability to effectively compete with Nvidia in the booming AI sector is being questioned [1] Industry Summary - The AI market is experiencing significant growth, and Nvidia is currently a leading player [1] - Concerns about AMD's performance may impact investor confidence in its ability to capture market share in the AI industry [1]

智通财经APP获悉，据知情人士透露，英伟达公司(NVDA.US)正接近达成一项协议，拟向OpenAI投资 200 亿美元，作为后者最新一轮融资的一部分——若交易完成，这将成为该芯片制造商对这家ChatGPT 开发商的最大单笔投资。 黄仁勋表示，公司拟议的对OpenAI最高1000亿美元投资"从来不是一项承诺"，公司将"逐轮"考虑任何融 资。他表示："那从来都不是一项承诺。他们邀请我们最多投资1000亿美元，当然，我们对此感到非常 高兴，也很荣幸能收到这样的邀请，但我们会一步一步地进行投资。" 在当前的资本版图中，英伟达的 200 亿美元注资并非孤军奋战，这也反映了顶级科技巨头对 AI 话语权 的激烈争夺。据报道，亚马逊公司(AMZN.US)已就投资至多500亿美元展开磋商，软银集团(SFTBY.US) 也就投资至多300亿美元进行过谈判。 尽管 OpenAI 此前曾尝试通过研发自有芯片来降低对英伟达的依赖，但此次巨额注资协议的达成，表明 双方在算力供应与生态绑定上仍存在深层次的战略协同。这笔交易若最终落槌，不仅将为 OpenAI 提供 充足的研发弹药，也将为英伟达在未来的 OpenAI IPO 进程中奠定坚实 ...

Core Viewpoint - Nvidia CEO Jensen Huang dismissed concerns that artificial intelligence will replace software and related tools, labeling the notion as "illogical" following a notable selloff in global software stocks on Tuesday [1] Group 1 - The significant selloff in global software stocks occurred on Tuesday, indicating market volatility and investor concerns regarding the future of software in the context of AI advancements [1] - Huang's comments reflect a broader industry sentiment that AI will complement rather than replace existing software tools, suggesting a potential for growth in both sectors [1]

本报驻韩国特约记者 黎枳银 本报记者 肖震冬 韩国股市此前两日上演"过山车"式震荡，先遭遇大幅下挫，一度触发"熔断"，后又强劲反弹，市场在恐 慌性抛售与低价买盘快速回流之间反复拉扯。多方分析称，在全球人工智能（AI）投资预期出现波动 之际，这凸显以AI企业大规模支出为核心的上涨结构在高估值环境下"走钢丝"的现实。 "波动性主导首尔股市" 彭博社报道称，2日韩国综合股价指数（KOSPI）单日下跌5.3%，为去年4月以来最大跌幅，股指期货下 行一度触发程序化交易暂停。此前长期领涨市场的芯片权重股集体承压，三星电子与SK海力士当日盘 中跌幅均超过6%。韩元同步走弱，市场避险情绪瞬间升温，国内外资金在现货市场纷纷转为净卖出。 但仅仅一个交易日后，韩国股市便快速反弹。据韩国《韩民族日报》3日报道，KOSPI时隔一天重返 5000点，在前一交易日跌幅超过5%后，早盘上涨逾3%，盘中一度触发买入侧程序化交易限制。"KOSPI 经历过山车行情，波动性主导首尔股市"，《韩国先驱报》3日以此为题报道。对于反弹动因，韩国 Kiwoom证券分析师韩智英指出，在美国市场情绪暂时企稳的背景下，前一日暴跌所引发的低价买盘迅 速回流，推动指 ...

Hong Kongs HSI was down 26 points to 26,807 at 10:55 am IST. In Japan, Nikkei fell over 539 points or 0.99% to 54,180. Shanghai and Shenzhen were down 0.02% and 1.06%, respectively.Meanwhile, in South Korea, Kospi jumped over 1% to reach 5,349. Technology-linked stocks dragged on the index, with chipmaker Tokyo Electron sliding 2% and testing equipment firm Advantest down 1.6%. SoftBank Group moved against the broader trend, edging up 0.2%. Nintendo shares slumped more than 10% despite the company reporting ...

Core Insights - Nvidia Corp. is close to finalizing a deal to invest approximately $20 billion in OpenAI as part of the latter's latest funding round, according to Bloomberg sources, indicating a significant financial commitment to the AI sector [1] Company Summary - Nvidia's investment in OpenAI highlights its strategic focus on artificial intelligence and machine learning technologies, reinforcing its position as a leader in the AI hardware and software market [1] - The deal represents one of the largest investments in the AI industry, showcasing the growing interest and competition among tech companies to secure a foothold in AI development [1] Industry Summary - The funding round for OpenAI is indicative of the increasing capital flow into AI startups and established companies, reflecting the industry's rapid growth and the high demand for AI solutions across various sectors [1] - Nvidia's involvement in this funding round may catalyze further investments in AI technologies, potentially leading to accelerated innovation and advancements in the field [1]

AI developer Anthropic launched plug-ins for its Claude Cowork agent on Friday that would automate tasks across legal, sales, marketing and data analysis. That move has sparked worries of an impending AI-fueled disruption of the data ‌and professional services industry, which ‌were once seen as major beneficiaries of the AI era, according to traders and analysts.Toronto-based Thomson Reuters, which owns the Westlaw legal database, slumped by nearly 18%. It is on track for its ‌biggest daily loss on record ...

NVIDIA (NasdaqGS:NVDA) 2026 Conference February 03, 2026 10:30 PM ET Company ParticipantsChuck Robbins - Chair and CEOJensen Huang - Founder and CEOChuck RobbinsJensen reminded me as we brought a glass of wine out here, he said, "You realize you're streaming this, right?"Jensen HuangAwesome.Chuck RobbinsHey, whatever, it's late.Jensen HuangWell,Chuck RobbinsSo, uh-Jensen HuangThe first principle is do no harm.Chuck RobbinsDo no harm.Jensen HuangYeah, yeah.Chuck RobbinsRecognize how blessed you are.Jensen Hu ...

近日，黄仁勋还表示，公司拟议的对OpenAI最高1000亿美元投资"从来不是一项承诺"，公司将"逐轮"考 虑任何融资。 黄仁勋未明确说明公司可能投入的具体金额，但将这笔投资描述为"巨大"且可能是"我们有史以来最大 规模的投资"。他补充说，英伟达对OpenAI当前融资轮的出资不会接近1000亿美元。当被问及双方联合 投资计划中首个吉瓦级项目的部署是否按计划进行时，黄仁勋表示"这取决于OpenAI"，"这是他们的基 础设施"。 财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 智通财经获悉，英伟达公司(NVDA.US)首席执行官黄仁勋表示，当前在多地导致电网承压的人工智能 基础设施大规模建设，最终将推动能源成本下降。 黄仁勋在休斯顿的一次会议上指出，随着投资推动更多电力产能上线，以及AI在能源生产与配电领域 的应用，长期来看将有助于降低成本。 "这必将发生，能源成本将会下降，" 黄仁勋断言，"因为市场力量正迫使我们投资于能源供应。能源供 应增加，而我们也将实现电网现代化。" ...