Nvidia(US:NVDA) 新浪财经·2025-10-18 13:31Core Viewpoint - Nvidia's CEO Jensen Huang stated that the company's market share in China has dropped from 95% to 0%, indicating a complete exit from the Chinese market due to U.S. policies [5][9]. Market Impact - Nvidia's revenue for Q2 of fiscal year 2026 was reported at $46.743 billion, with $2.769 billion coming from the Chinese market, a decrease of nearly $900 million compared to $3.667 billion in Q2 of fiscal year 2025 [7]. - Huang emphasized that the U.S. has lost one of the largest markets globally due to its policies, which he believes is not a wise decision [9]. AI Market Insights - Huang noted that China possesses about 50% of the world's AI researchers and has a strong focus on AI development, which poses a challenge for U.S. companies [8]. - He expressed concerns about the balance between maintaining technological leadership and ensuring that the world relies on U.S. technology, advocating for a nuanced strategy rather than a binary approach [8]. Future Outlook - Huang mentioned that the Chinese AI market could reach approximately $50 billion in the next two to three years, and missing out on this market would be a significant loss for U.S. companies [11]. - He highlighted the unique vibrancy and innovation of the Chinese market, suggesting that its progress will continue regardless of Nvidia's involvement [11]. Stock Activity - Jensen Huang has been actively selling Nvidia shares, with a total cash-out exceeding $113 million since October 2025, while still retaining over 70 million shares valued at approximately $13 billion [13][14].