真急了！特朗普要叫停英伟达对华特供版

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]