Nvidia-对等关税后美国科技股盘后暴跌，中国仍是苹果、英伟达重要市场

Group 1 - Nvidia remains a significant market for China, with projected revenue of $17.1 billion in the fiscal year 2025 [1][3] - On April 2, 2023, the U.S. announced tariffs on imported goods, leading to a sharp decline in stock prices for major tech companies, including Apple (down nearly 7%), Nvidia (down nearly 6%), Tesla (down over 8%), and Amazon (down over 6%) [1] - Despite the challenges posed by tariffs, China continues to be a crucial market for companies like Apple and Nvidia [1] Group 2 - President Trump announced a 10% uniform tariff on all U.S. imports, with specific increases for certain countries, including a 34% tariff on Chinese imports and 24% on European and Japanese imports [2] - Over 80% of Apple's 200 major suppliers have factories in China, emphasizing the importance of China in Apple's supply chain [2] - Nvidia plans to invest$ 500 billion over the next four years in U.S.-made chips and electronic components, aiming to reduce supply chain concentration [2] Group 3 - TSMC, Nvidia's main foundry, has begun production at its 4nm chip factory in the U.S., marking the first large-scale production of advanced chips in the U.S. [3] - TSMC plans to invest between $25 billion and$ 65 billion in the U.S. to build a third wafer plant in Arizona by 2030 [3] - Despite strict export restrictions on advanced chips to China, the demand for Nvidia chips has surged, driven by applications like DeepSeek in artificial intelligence [3]