美股异动|英伟达股价续跌受特朗普出口禁令重创

Core Viewpoint - NVIDIA's stock has experienced a decline of 9.09% over three days, influenced by international events and U.S. export policies [1][2] Group 1: Company Challenges - NVIDIA's CEO has criticized U.S. policies that hinder export applications, particularly in light of recent statements from former President Trump regarding the prohibition of exporting high-end Blackwell chips [1] - A significant agreement with South Korea for 260,000 Blackwell chips may be jeopardized due to the sudden shift in U.S. policy, potentially marking the last opportunity for South Korea to procure these chips [1] - The company faces a dilemma between maintaining global market expansion and navigating unpredictable U.S. government policy changes [1] Group 2: Industry Context - The semiconductor export policy has been in flux since the Biden administration, with Trump introducing new restrictions that create uncertainty for U.S. chip companies [1] - Chinese AI chip companies, such as Cambricon, are emerging in the domestic market, capitalizing on favorable policies and a surge in AI demand, despite being technically behind NVIDIA [2] - Despite current international policy pressures, NVIDIA's technological leadership in the AI sector remains strong, with optimistic long-term growth prospects as U.S. export policies may ease and global AI applications continue to expand [2]