每日晨报│2025 年 11 月 7 日 主要市场指数表现 | | 收市价 | 上个交易日升 | YTD 升跌 | | --- | --- | --- | --- | | 恒生指数 | 26,485 | +2.12% | +32.03% | | 恒生科技指数 | 5,944 | +2.74% | +33.04% | | 国企指数 | 9,355 | +2.10% | +28.34% | | 沪深 300 | 4,693 | +1.43% | +19.28% | | 上证综合指数 | 4,007 | +0.97% | +19.57% | | 深证成份指数 | 13,452 | +1.73% | +29.17% | | 中小板指 | 8,213 | +1.84% | +28.69% | | 道琼斯指数 | 46,912 | -0.84% | +10.27% | | 标普 500 指数 | 6,720 | -1.12% | +14.26% | | 纳斯达克指数 | 23,053 | -1.90% | +19.38% | | 伦敦富时指数 | 9,735 | -0.42% | +19.12% | | CAC40 指数 ...

Core Viewpoint - Nvidia Corp. is not currently engaged in discussions to sell its advanced Blackwell AI chips to Chinese companies, countering speculation in the market [1] Group 1 - CEO Jensen Huang emphasized that there are no active negotiations regarding the sale of Blackwell AI chips to firms in China [1]

Core Viewpoint - Nvidia's CEO Jensen Huang announced that the company does not plan to ship products to China currently but expresses hope to re-enter the Chinese market in the future [1] Group 1 - Jensen Huang's visit to Taiwan marks his fourth public visit this year [1]

【文/观察者网 熊超然】为重新挽回心心念念的中国市场，英伟达创始人兼首席执行官黄仁勋近期频繁 发声，甚至有些"卖惨"，但似乎事与愿违。 当地时间11月6日，美国硅谷的新兴科技媒体"The Information"援引三名知情人士独家报道称，尽管美国 总统特朗普今年夏季曾放出"允许"的风声，但如今白宫已通知其他联邦机构，不会允许英伟达向中国出 售其最新的减配版人工智能（AI）芯片。 报道称，英伟达已向其几家中国客户提供了该款名为"B30A"芯片的样品，这款芯片一旦被高效地部署 在大型集群中，可用于训练大型语言模型。报道还援引两名英伟达员工的话称，该公司正努力修改 B30A芯片的设计，并希望美国政府能够重新考虑其立场。 同日，路透社也引述了"The Information"的报道消息，并称白宫方面尚未恢复置评请求。英伟达方面的 发言人则告诉路透社，该公司在中国竞争激烈的数据中心计算市场中没有份额，也没有将其纳入业绩预 期。 料图：英伟达创始人、CEO黄仁勋 视觉中国 7月31日，为维护中国用户网络安全、数据安全，中方约谈了英伟达，要求其就对华销售的H20算力芯 片漏洞后门安全风险问题进行说明并提交相关证明材料。中 ...

来源：市场资讯 对于投资者而言，英伟达当前面临的国际政策压力虽然显而易见，但其在AI领域的技术领先地位仍然 无可撼动。市场分析认为，随着美国出口政策的可能缓和，以及全球AI应用的持续增长，英伟达的长 远发展前景依然乐观。然而，在短期内，投资者需要密切关注国际政策的走向以及公司如何应对全球化 挑战。 特朗普的表态无疑让英伟达陷入两难：一方面，它需要保持全球市场的扩张，另一方面，美国政府的政 策变化频繁且难以预测。英伟达CEO黄仁勋曾批评美国政策阻碍了公司的出口申请，甚至在韩国召开的 峰会前夜努力游说美国政府放宽限制，但无果而终。 英伟达的困境不仅仅是个案，而是受到了美国整体出口政策波动的影响。从拜登政府开始，半导体出口 政策便不断变化，特朗普上任后更是提出了一系列新的限制措施。这些变化让美国芯片企业如履薄冰， 不断面临政策不确定性的压力。 全球市场的竞争依然激烈。寒武纪等中国AI芯片公司则在国内市场崭露头角，尽管技术上与英伟达尚 有差距，但凭借政策和市场的利好迅速崛起。中国市场的AI需求爆发，为本土芯片企业提供了前所未 有的商机。 （来源：美股情报站） 11月6日，英伟达（NVIDIA）股价在连续三天的下跌中再 ...

Group 1 - Republican senators praised President Trump for maintaining strict export controls on Nvidia's advanced AI chips to China, emphasizing the importance of this decision for America's position in the AI race [1][2] - Nvidia CEO Jensen Huang warned that China could surpass the U.S. in AI due to its large developer base and growing ecosystem, advocating for the retention of American-made chips among Chinese engineers to maintain U.S. technological dominance [3] - Despite export restrictions, Nvidia remains the world's most valuable semiconductor company, with a market valuation of approximately $4.57 trillion and over $500 billion in chip orders secured through 2026 [4] Group 2 - Nvidia is scheduled to report earnings on November 19, 2025, and ranks in the 98th percentile for Growth and 93rd percentile for Quality according to Benzinga's Edge Stock Rankings, indicating strong performance relative to competitors [5]

Core Insights - The global tech stock market is experiencing significant sell-offs, particularly affecting companies like Nvidia and Palantir Technologies, leading to the largest one-day declines in the S&P 500 and Nasdaq Composite in nearly a month [1][12] - Indian markets are seeing increased volatility in AI proxy companies as investors seek exposure to the digital and data ecosystem, despite the absence of a direct AI heavyweight [2][12] Company Performance - Nvidia has seen a decline of approximately 5% over the last five days after reaching a market cap of $5 trillion [1] - Netweb Technologies, a high-performance computing systems provider, has fallen 18% in the past five days and nearly 10% on a single day, despite a 110% rally in the first half of 2025 [5][12] - Anant Raj, which develops data centers, is down 5% after a 40% increase over the last six months due to expectations of benefiting from India's data infrastructure boom [6][12] - E2E Networks, a cloud infrastructure provider, has declined 2% in five days, while Techno Electric and Orient Technologies have seen declines of 6% and 10%, respectively [6][12] Valuation Concerns - Many Indian AI proxy companies are trading at high valuations, with Netweb Technologies at a P/E of 138x and E2E Networks at 177x, significantly above industry medians [7][12] - Analysts attribute the recent market decline to valuation fatigue after a significant run-up in stock prices, as investors have heavily invested in AI-related sectors [8][12] Market Sentiment - The recent sell-off is viewed as a "sentiment reset" rather than a structural reversal, with analysts suggesting that the technology and innovation themes in India are still in early stages [10][12] - There is a potential for sectoral rotation, with investors possibly shifting from high-valuation tech stocks to more reasonably priced sectors like financials and manufacturing [11][12] Long-term Outlook - Despite the current correction, analysts maintain that the AI mega trend remains intact, with ongoing investments in digital infrastructure and data centers in India [12] - The correction may present opportunities for long-term investors who believe in the AI and data center growth story, emphasizing the importance of timing and staggered entry [9][12]

Market Overview - Market sentiment has turned cautious following the announcement of 153,074 job cuts in October, the highest for that month since 2003, raising concerns about the labor market's strength [1][22] - The Nasdaq dropped 1.9%, the S&P 500 lost 1.1%, and the Dow Jones Industrial Average slipped 0.8%, indicating a pullback from tech-heavy positions amid concerns over AI valuations and weak job data [22] - Treasury yields softened, with the 10-year yield falling to 4.09% from 4.16%, and the US dollar index weakened by 0.5% to 99.69, reflecting fading confidence in the currency [1][11] Company Performance - Tesla (TSLA) stock fell 3.5% ahead of a crucial shareholder vote on CEO Elon Musk's pay package and governance proposals, with results expected soon [3][13] - Datadog (DDOG) shares surged 23% after reporting Q3 earnings per share of $0.55, exceeding analyst estimates, and a revenue increase of 28% year-over-year to $885.7 million, driven by AI-related customer growth [4][14][15] - Bumble (BMBL) shares plummeted 25% following a 16% decline in total paying users to 3.57 million and a 10% drop in revenue to $246.2 million, with management warning of weak Q4 projections [6][16][17] Earnings Season Insights - Companies missing earnings expectations have seen their stocks decline by an average of 5% around earnings days, nearly double the five-year average of 2.6% [7][23] - Firms that beat forecasts gained only 0.1%, significantly below historical norms, indicating investor fatigue after months of elevated valuations [7][18] Policy and Economic Developments - President Trump announced a plan for Medicare to cover GLP-1 weight-loss drugs for as little as $50 a month, impacting companies like Novo Nordisk (NVO) and Eli Lilly (LLY) [8][20][19] - Rising inflation continues to pressure household budgets, with 45% of US workers lacking emergency savings and 67% living paycheck to paycheck, up four percentage points from 2024 [10][21][22]

每经AI快讯，11月7日，英伟达概念板块领跌，下跌1.78%。其中，宏昌电子下跌2.66%，工业富联下跌 2.65%，神州数码下跌1.67%。 ...

Core Insights - The White House has decided to prohibit Nvidia from selling its latest scaled-down AI chips to China, as reported by The Information, citing three sources familiar with the situation [1] Group 1 - The decision reflects ongoing tensions between the U.S. and China regarding technology and trade [1] - Nvidia's latest AI chips are considered critical for advancements in artificial intelligence, making this restriction significant for both companies and the industry [1] - The move may impact Nvidia's revenue and market strategy, particularly in the Chinese market, which is a key area for growth [1]