黄仁勋发声

Core Insights - Nvidia's CEO Jensen Huang highlighted the uniqueness and vitality of the Chinese market during his appearance at the China International Supply Chain Promotion Expo, emphasizing its innovation capabilities and the scale of its consumer base [1][3] - Huang expressed optimism about China's AI development, stating that the country's innovation pace is unstoppable and that Nvidia aims to contribute significantly to this progress [3] - Huang acknowledged the impressive capabilities of Chinese companies like Huawei and their potential to advance AI solutions independently of Nvidia [4] Market and Industry Analysis - The Chinese market is described as unparalleled in terms of its dynamism, innovation, and the number of skilled engineers, with a consumer base that is one of the largest globally [3] - Huang noted that the global supply chain system, in which China plays a crucial role, is complex and interconnected, making complete decoupling unlikely [3] - The collaboration between Nvidia and Xiaomi has been ongoing for years, focusing on AI and autonomous driving software, indicating strong partnerships within the Chinese tech ecosystem [4] Company Actions - Following Nvidia's stock price reaching a new high, Huang sold 75,000 shares worth approximately $12.94 million as part of a pre-planned stock sale under the 10b5-1 rule, which aims to prevent insider trading [4]