Nvidia (NVDA) stock sank roughly 2% in early trading Wednesday after Reuters reported that Chinese authorities have instructed customs agents to ban the entrance of the tech giant's H200 AI chips into the country. The drop in share price outpaced the tech-heavy Nasdaq Composite's (^IXIC) 1% decline as stocks slid across the board. The US formally approved H200 exports to China with some conditions on Tuesday. Citing people briefed on the matter, Reuters also reported that Chinese government officials i ...

Nvidia stock remained under pressure early Wednesday as fresh reports from China cast further doubt on the company's ability to resume sales of its H200 artificial intelligence chips to Chinese custom... ...

与此同时，我们也看到，之前美国更低算力的芯片都被禁止对华出口，美方这次有条件解禁H200确实 是一项重大调整。这是双方在激烈的竞争博弈中努力管控分歧、维持经贸联系的现实映射，也反映出， 即便在被华盛顿视为"战略高地"甚至"必争之地"的算力与AI领域，违背经济规律的彻底"脱钩断链"也注 定行不通。产业链供应链的深度互嵌，是"合作才是最大安全"的生动注脚。 事实反复证明，人为构筑科技壁垒，最终结果是反噬自身的创新生态，让本国企业在封闭中失去活力。 美国过去针对中国的芯片"断供"行为，并未扼杀中国的高科技发展，而是激发了新型举国体制优势下的 强力攻关。从华为昇腾芯片的迭代，到国产GPU在特定场景的应用突破，再到全产业链的补链强链，中 国显示出强大的研发潜力与清晰的技术迭代路径。放宽H200出口政策，是美方已从行动上承认： 靠"堵"和"封"都已经不足以阻挡中国科技的腾飞。 围绕H200芯片的这场博弈，验证了自主创新才是打破封锁、赢得战略主动权的唯一正解。近日， DeepSeek和中国高校团队再发技术论文，"提出了一种绕过GPU内存限制的新模型训练方法"，或许将为 AI发展开辟一条更自主和可持续的全新路径。时至今日，随 ...

德银预测，今年是Robotaxi规模化与人形机器人部署的元年。人形机器人借力汽车供应链加速降本，Mobileye等厂商将 成本目标锁定在1万美元；自动驾驶告别测试进入规模化，Waymo订单激增，英伟达推出Alpamayo平台助车企"即插即 用"。物理AI正从实验室走向量产。 硬·AI 作者 | 龙 玥 编辑 | 硬 AI 2026年或许是AI大规模进军物理世界的开始——从行走的机器人到自动驾驶汽车，AI正在积累生态硬件。 据追风交易台消息，德意志银行1月13日发布的研报显示，该行分析师团队在上周参加了拉斯维加斯的 CES展会，感受到了市场热度和相关性的显著飙升。该行指出，车辆自动驾驶（Robotaxi + 消费级L4） 以及最引人注目的人形机器人占据了展会的中心舞台。 德意志银行在报告中总结道： "总体而言，我们预测2026年将是自动驾驶汽车日益从测试/验证过渡到规 模化的一年，而人形机器人将从实验室实验转向小规模部署。" 报告强调，人形机器人领域正在培育全新的供应链，供应商正试图向该领域转型以期未来实现大规模放 量。与此同时，自动驾驶领域的Robotaxi部署势头强劲，英伟达等芯片巨头正在通过推出新平台重塑 ...

整理 | GLP1减重宝典内容团队 在2026年摩根大通全球医疗健康峰会上，英伟达 与 礼来 联合宣布，将合作成立一家面向未来的AI联合创新实验室，旨在通过人工智 能、加速计算与自动化技术，系统性解决制药行业在药物发现、开发及制造过程中长期存在的核心瓶颈。 该实验室将组建世界一流的跨学科团队，汇聚顶尖科学家、生物学家、化学家、AI研究人员与工程师，探索人工智能在生命科学领域的 下一阶段应用。双方计划在未来五年内，在人才引进、基础设施建设及算力资源等方面联合投入最高可达10亿美元，以支撑这一长期战 略性合作。 联合创新实验室将设立于旧金山湾区，并采用共址办公模式，使礼来在药物研发和制造领域积累的深厚专业能力，与英伟达在AI模型构 建、加速计算及系统级基础设施方面的领先优势实现深度融合。通过高频协作与实时反馈，双方团队将共同推进新一代药物研发工具和 工作流程的落地。 在技术架构层面，该实验室将以英伟达 BioNeMo 平台为核心，结合英伟达下一代 Vera Rubin 架构，构建面向生命科学的先进AI基础 设施。团队将通过持续生成和利用大规模高质量数据，训练覆盖生物学与化学领域的基础模型和前沿模型，从而显著加速新 ...

智通财经APP获悉，周三，科技股普遍走低，截至发稿，Meta(META.US)跌超1.7%，亚马逊 (AMZN.US)跌超1.8%，特斯拉(TSLA.US)跌超1.9%，英伟达(NVDA.US)跌超2.6%，AMD(AMD.US)跌 超2.3%，甲骨文(ORCL.US)跌超3%，奈飞(NFLX.US)、微软(MSFT.US)、谷歌(GOOG.US,GOOGL.US) 跌超1.3%，苹果(AAPL.US)跌0.6%。 ...

Core Insights - Nvidia has experienced a remarkable stock performance, increasing by 1,020% over the last three years, making it the largest company globally by market capitalization [1] Earnings Season Impact - Nvidia's shares are currently trading approximately 10.7% below their all-time highs, but upcoming events could lead to a rebound [2] - The corporate earnings season is a significant market event, with Nvidia's recent quarterly revenue showing a 62% year-over-year increase to $57 billion, and data center revenue rising 66% to $51.2 billion [4] Upcoming Earnings Reports - Nvidia's next earnings release is scheduled for February 25, 2026, but prior earnings reports from other companies may provide insights into Nvidia's performance [5] - Key earnings reports to watch include Taiwan Semiconductor Manufacturing on January 15, Microsoft on January 28, Advanced Micro Devices on February 3, and Alphabet on February 4 [6] Bellwether Indicators - Taiwan Semiconductor's revenue growth is a positive indicator for Nvidia, with TSMC reporting a December revenue of $10.59 billion, up 20.4% year-over-year, and a full-year revenue of $120.48 billion, up 31.6% [8] - Investors should closely monitor TSMC's guidance in its upcoming earnings report, as an increase would suggest sustained demand for high-performance chips, likely driven by Nvidia [9]

James Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth. The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market ...

Key Points Advanced Micro Devices' products are cheaper than Nvidia's. Nvidia's supply problems could open the door for AMD. AMD expects huge data center growth over the next five years. 10 stocks we like better than Advanced Micro Devices › The trillion-dollar stock club is a fairly exclusive group. There have only been 10 U.S.-listed stocks that have breached this valuation level, and there are a few more within striking distance. However, one stock that's a bit far away is Advanced Micro Dev ...

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