Nvidia(US:NVDA) Guan Cha Zhe Wang·2025-05-30 00:46Group 1: Nvidia Developments - CEO Jensen Huang plans to sell up to 6 million shares of Nvidia stock, while CFO Colette Kress intends to sell up to 500,000 shares [1] - Nvidia expects an $8 billion revenue loss in Q2 due to U.S. government export restrictions affecting H20 GPU sales to China, with Q1 revenue confirmed at $4.6 billion before the ban [1] Group 2: AI and Robotics Investments - Zhiyuan Robotics has secured a new round of investment led by Shanghai State-owned Capital Fund, setting a record for cumulative financing in China's embodied intelligence sector [3] - The launch of Kuaishou's new AI model 2.1 series demonstrates high cost-effectiveness and industry-leading generation speed, with 5-second video generation in high-quality mode taking less than 1 minute [2][3] Group 3: Corporate Changes and Developments - Yushu Technology has changed its name to Yushu Technology Co., Ltd., continuing all existing operations and contracts under the new name [5] - Boston Scientific has announced its exit from the global heart valve business due to stricter regulatory requirements for clinical trial data [6] Group 4: Automotive Industry Updates - Nezha Auto's logo was removed from its Shanghai headquarters amid reports of wage disputes and financial difficulties [7] - Nezha Auto's debt-to-equity swap plan has failed, with total debts to suppliers around 6 billion yuan, and investors requiring a significant debt reduction before providing new funding [8] Group 5: Dell Technologies Performance - Dell Technologies reported Q1 net revenue of $23.38 billion, exceeding analyst expectations, and projected Q2 revenue between $28.5 billion and $29.5 billion [8]