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市值暴降超6万亿！英伟达从明星变“梦魇”，黄仁勋不愿当中美关税战的“棋子”｜钛媒体AGI
NVDANvidia(NVDA) 钛媒体APP·2025-04-19 01:22

Group 1 - Jensen Huang, CEO of Nvidia, faces significant challenges due to US tariffs on China, which could result in a loss of approximately 5.5billioninquarterlyrevenueandamarketvaluedropexceeding600billionRMBsincethebeginningoftheyear[2][12]−Huang′sstrategyincludesavisittoChinatomeetwithkeyfiguresandemphasizeNvidia′scommitmenttotheChinesemarket,despiteUSgovernmentrestrictions[3][4]−Nvidia′srevenuefromChinareachedarecord5.5 billion in quarterly revenue and a market value drop exceeding 600 billion RMB since the beginning of the year [2][12] - Huang's strategy includes a visit to China to meet with key figures and emphasize Nvidia's commitment to the Chinese market, despite US government restrictions [3][4] - Nvidia's revenue from China reached a record 17.1 billion in the fiscal year ending January 2024, a 66% increase from the previous year, highlighting the importance of the Chinese market for the company [7] Group 2 - Nvidia's market position is threatened by increased competition in China, with over 50 companies developing technologies that could rival Nvidia's products [15][17] - The company has experienced a significant stock price decline of approximately 26% over three months, resulting in a loss of nearly 90billioninmarketvalue,influencedbyboththeemergenceofcompetitorsandUStariffpolicies[14][15]−Huang′srecentengagementwithChineseofficialsmarksanotableshiftinNvidia′sapproach,ashehashistoricallyavoidedpoliticalinteractions,indicatingapotentialpivotinstrategytonavigatethecurrentgeopoliticallandscape[8][10]Group3−TheUSgovernment′sexportrestrictionsareexpectedtoleadtoarevenuelossof90 billion in market value, influenced by both the emergence of competitors and US tariff policies [14][15] - Huang's recent engagement with Chinese officials marks a notable shift in Nvidia's approach, as he has historically avoided political interactions, indicating a potential pivot in strategy to navigate the current geopolitical landscape [8][10] Group 3 - The US government's export restrictions are expected to lead to a revenue loss of 14 billion to $18 billion for Nvidia, which could represent about 20% of its income from China [15][17] - The emergence of domestic competitors like Cambricon, which reported a 4230.22% increase in revenue in Q1, suggests a growing challenge for Nvidia in maintaining its market dominance in China [19][20] - Analysts predict that Nvidia will continue to develop regulatory-compliant products for the Chinese market, indicating a strategic adaptation to the changing landscape [17][18]