Piper Sandler：将英伟达(NVDA.O)目标价从175美元下调至150美元。 ...

Piper Sandler将 英伟达目标价从175美元下调至150美元。 ...

智通财经4月16日电，Piper Sandler将英伟达目标价从175美元下调至150美元。 ...

Core Points - The U.S. government has imposed indefinite export restrictions on NVIDIA's H20 chips to China, affecting approximately $5.5 billion in quarterly expenses related to inventory and procurement commitments [1][2] - This marks a significant tightening of semiconductor export controls, building on previous measures initiated under the Trump administration and continued by the Biden administration [2][4] - NVIDIA's stock fell over 6% in after-hours trading following the announcement of these new regulations [1] Group 1 - The new regulations will limit NVIDIA's ability to sell advanced AI chips to China, which is a critical market for the company [1][4] - The H20 chip, designed specifically for the Chinese market, is less competitive in training AI models but performs well in inference tasks [2] - The U.S. government has not clarified how many export licenses will be granted to NVIDIA, creating uncertainty for the company [1][3] Group 2 - NVIDIA's CEO, Jensen Huang, has opposed export restrictions and emphasized the importance of the Chinese market for AI research and development [3][4] - Analysts suggest that the strategic impact of these regulations is more significant than the financial impact, as losing access to the Chinese market could allow competitors like Huawei to gain market share [4] - The U.S. government's actions are seen as a political maneuver that could hinder the global semiconductor industry's development [4]

Core Insights - Nvidia has emerged as one of the best growth stories in recent years, driven by the surge in demand for its products amid the Artificial Intelligence boom [1] Group 1: Company Performance - Nvidia's revenues have significantly increased as companies seek to leverage AI technologies [1] Group 2: Market Context - The ongoing AI boom is a key factor contributing to Nvidia's growth trajectory [1]

北京时间4月16日凌晨，AI芯片巨头英伟达向美国证券交易委员会（SEC）提交8-k文件称，已经接到美 国特朗普政府通知，将"未来无限期"对中国和以色列等D:5国家，禁止出口英伟达H20芯片，除非有许 可证。"美国政府表示，许可要求是为了应对相关产品可能被用于或转用于中国超级计算机的风险。" 英伟达透露，截至2025年4月27日的第一季度内，公司减记约55亿美元（约合人民币400亿元）费用，这 笔费用与出口到中国等地的H20 GPU芯片相关。同时，与H20产品相关的库存、采购承诺和相关储备费 用高达数十亿美元。 这意味着，美国全面封杀英伟达H20芯片对华出口。作为英伟达面向中国市场、唯一符合美国规定的特 供芯片，H20也遭禁售。此外，英伟达今后无法再向中国销售任何高性能GPU产品。这一系列调整，预 计将冲击英伟达超100亿美元的营收，也重创先前推出"降规版"技术带来的影响。 受消息拖累，英伟达（NASDAQ: NVDA）股价盘后重挫6%，至105.36美元/股；同时也导致超微半导 体公司 (AMD) 盘后股价也下跌7.07%，台积电ADR盘后下跌1.96%。 英伟达H20芯片被禁，今年或将损失180亿美元收入 ...

受此影响，英伟达的股价在盘后交易中跌超6%，报105.1美元/股。 当地时间周二，英伟达宣布，由于美国政府限制其H20人工智能芯片向中国出口，公司将损失55亿美 元。 关税叠加出口管制，英伟达股价今年以来已累计跌超16.44%。 | 2 7400 100 BE 124 800 JIK 74 90 10 10 10 10 100 150 100 150 100 150 10 | ■ ■ ■ ■ × VS FULL | INERT | Hot . | 时也: | 和解权:")(3)(1) | NVDA 英伟达 | র | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 112.200 1 .1.40 +1.35% | 电盘价(31) 14:00(页)( | 112 426 | 152.00 | 图图书-0411.00912001 | 105.100 = ...

4月16日，美国三大股指小幅收跌，道指跌0.38%报40368.96点，标普500指数跌0.17%报5396.63点，纳指跌0.05%报16823.17点。 其中，科技七巨头股票涨跌不一，其中英伟达美股盘后股价直线跳水，一度大跌超6%，最后收涨1.35%，特斯拉收涨0.7%，其他五家均有小幅下跌。 | 英伟达 | 112.2000 | 1.35% | 1.4 | | --- | --- | --- | --- | | US NVDA.O | 105.119 盘后 | -6.31% | - | | 特斯拉 | 254.1100 | 0.70% | 1.7 | | us TSLA.O | 250.350 盘后 | -1.48% | - - | | Meta | 521.5200 | -1.87% | -9.4 | | us META.O | 512.500 盘后 | -1.73% | - | | 微软 | 385.7300 | -0.54% | -2.0 | | us MSFT.O | 384.580 盘后 | -0.30% | | | 亚马逊 | 179.5900 | -1.39% | -2.5 | | us ...

《科创板日报》16日讯，英伟达当地时间15日发布8-K文件称，公司日前收到美国政府通知，H20芯片 和达到H20内存带宽、互连带宽等的芯片向中国等国家和地区出口需要获得许可证。 美国蛮横设障！英伟达称H20向中国出口需获许可 ...

中国基金报记者伊万 【导读】美股三大指数集体收跌，奈飞逆市上涨！英伟达突传利空盘后大跌！特朗普最新签署！ 美东时间4月15日，关税政策不稳定性仍存，美股反弹受阻，三大指数当日集体收跌。 流媒体巨头奈飞逆市上涨近5%！英伟达突传利空，盘后跌超6%！ 关税不稳定性导致美股集体收跌 流媒体巨头奈飞逆市上涨近5% 美东时间4月15日，奈飞收涨4.83%，报976.28美元，最新总市值达4176亿美元。 截至收盘，道琼斯指数收跌155.83点，跌幅为0.38%，报40368.96点；纳指收跌8.32点，跌幅为0.05%，报16823.17点；标普500指数收跌9.34点，下跌 0.17%，报5396.63点。 科技股多数下跌。脸书跌逾1%，谷歌跌逾1%，亚马逊跌逾1%，微软跌0.54%，苹果跌0.19%，特斯拉涨0.7%，英伟达涨逾1%。 | 英伟达(NVIDIA) | 112.200 | 1.35% | | --- | --- | --- | | NVDA.O | | | | 特斯拉(TESLA) | 254.110 | 0.70% | | TSLA.O | | | | 苹果(APPLE) | 202.140 | - ...