Jim Cramer, the electrifying yet controversial host of Mad Money and former hedge fund manager, seems to have had a change of heart when it comes to Nvidia (NASDAQ: NVDA). Cramer, who has been singing the praises of the semiconductor giant for quite a while now, disparaged Nvidia as a ‘meme stock’ in an April 16 X post.“As I said in my painful Sunday think piece for club members, Nvidia has become a meme stock and it has to be cut back.. Don’t say thanks for telling me now cause club members got the whole c ...

Core Insights - Nvidia received a boost from President Trump's endorsement of its AI supercomputer plans but faced a significant decline due to new restrictions on chip exports to China [1][2] - The new restrictions are expected to result in a $5.5 billion writedown for Nvidia in its upcoming quarterly report [2] - Nvidia's stock experienced a 5.15% drop in the extended session, closing at $106.42 after a regular trading increase of 1.35% [2] Market Impact - The semiconductor sector is experiencing volatility, with Nvidia's stock down 18.88% year-to-date despite being 18.97% above its recent lows [3] - Other semiconductor companies, such as Advanced Micro Devices (AMD) and ASML, are also facing declines due to similar export restrictions, with AMD down 6.31% and ASML down 4.37% [4][5] - The ongoing tariff situation is contributing to a bearish sentiment in the semiconductor market [3][4] Future Outlook - April 16, 2025, may present opportunities for Nvidia to recover, contingent on negotiations between the U.S. and China [6] - The relationship between the U.S. and China remains complex, with advanced semiconductors being strategic goods subject to export limits [6]

Core Insights - Nvidia faces a new US licensing requirement for exporting its H20 graphics processing units (GPUs) to China due to concerns that these chips may be used in supercomputers [2][3] - The company anticipates a financial impact of approximately $5.5 billion in the current fiscal quarter due to this licensing requirement, which affects inventory, purchase commitments, and related reserves [5][4] - The licensing requirement for H20 chips is expected to last indefinitely, adding to the existing restrictions on Nvidia's most advanced GPUs tailored for artificial intelligence [4][6] Financial Impact - Nvidia expects to incur charges of up to $5.5 billion in the first quarter results related to H20 products [5] - The current fiscal quarter for Nvidia ends on April 27, which may reflect the immediate financial consequences of the new licensing rule [4] Market Reaction - Following the announcement of the licensing requirement, Nvidia's shares experienced a decline of over 6% in after-market trading [3] - The overall market has shown volatility since the announcement of tariffs by US President Donald Trump, with a sharp decline followed by a partial recovery due to a temporary pause on tariff increases [7] Strategic Context - Nvidia's CEO has emphasized the company's commitment to balancing legal compliance with technological advancements, despite the challenges posed by US-China trade tensions [6] - The US government views China as a strategic competitor in technology, leading to restrictions on the sale of advanced AI chips to the country [6]

< 美股盘前：半导体股大跌，阿斯麦跌约5%，公司Q1新增订单锐减45%，远不及预期，维持全年销售指 引不变；台积电跌约4%。中概股多数下跌，小鹏汽车跌约4%，京东跌约5%。现货黄金站上3300美元/ 盎司，续创历史新高，黄金股普涨，哈莫尼黄金涨约7%。 | 美股半导体股 √ | 当前价 ◆ | 涨跌幅 # 成交量 * | 总市值 ; 年初至今 ; | ు | | --- | --- | --- | --- | --- | | 阿斯麦 | 683.16 | +10.29 (+1.53%) 210.56万股 | 2686.76亿 -1.22% | a … | | US ASML | 646.60 | -36.56(-5.35%) 盘前 | | | | 台积电 | 157.33 | +1.49 (+0.96%) 1430.66万股 | 8159.99亿 -20.02% | @ … | | US TSM | 151.69 | -5.64 (-3.58%) 盘前 | | | | 超微电脑 | 33.48 | +0.36 (+1.09%) 2766.13万股 | 198.70亿 +9.84% | = == | | US ...

Over the last few years, Nvidia (NVDA 1.30%) has emerged as the leader of America's tech industry -- riding a tidal wave of demand for its cutting-edge chips used to train and run AI algorithms. However, with shares down 17% year to date, the company has hit a roadblock as a combination of trade uncertainty and possible foreign competition calls its growth thesis into question. Should investors buy the dip or stay far away from this technology leader? Let's dig deeper to find out. Nvidia's problem is deeper ...

智通财经4月16日电，英伟达美股盘前跌超6%，美国政府蛮横设障，限制H20芯片对华出口。 ...

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%。 ...

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 ...