摩根士丹利：关于关税对英伟达影响的快速思考

April 10, 2025 12:56 AM GMT NVIDIA Corp. | North America What do we know so far? Concerns have receded but it's still important to understand the impact of tariffs. We (and many of our companies) are still working to fully understand the implementation of the recent tariffs. The 10% tariff is still in effect, and could still climb higher in 90 days. While semis are exempt from the reciprocal tariffs, the challenges imposed by tariffs are still daunting, as there will be taxes at the systems level that impac ...