Nvidia(US:NVDA) Di Yi Cai Jing·2025-05-15 09:31Core Viewpoint - Nvidia's stock price has rebounded due to the easing of tariff concerns and a significant deal with Saudi Arabia, marking it as the third company among the "Big Seven" in the U.S. stock market to achieve positive year-to-date performance [1][3]. Group 1: Stock Performance - Nvidia's stock rose by 4% on Wednesday, accumulating over 16% increase for the week, and achieving a year-to-date increase of approximately 0.7% [1]. - Among the "Big Seven" tech companies, only Nvidia, Meta Platforms (12.7%), and Microsoft (7.2%) have recorded positive year-to-date performance, while others like Apple and Tesla have seen declines of over 15% and 13% respectively [5][4]. Group 2: AI Chip Sales and Trade Relations - Nvidia plans to sell over 18,000 AI chips to Saudi Arabia, which may help mitigate the negative impact of U.S.-China trade restrictions on its revenue [3]. - Analysts suggest that the easing of tariff issues has created a favorable environment for Nvidia, positioning it as a significant winner in the tech sector [3]. - The U.S. Department of Commerce has announced the withdrawal of the "final rule" on AI chip export controls, which may not ease restrictions on China but could influence Nvidia's global sales strategy [6]. Group 3: Future Outlook and Challenges - The potential shift to bilateral trade negotiations under the Trump administration may introduce uncertainty for Nvidia, as different rules could apply to various countries, complicating long-term strategic planning [7]. - Nvidia's CEO has expressed concerns that overly aggressive export controls could backfire, indicating the delicate balance the company must maintain in navigating trade policies [7].