分析师预计，由于中国业务面临重大不确定性，英伟达三季度业绩指引可能不及市场预期，而这一业务本可为英伟达带来20亿至30亿美元的增量收入。 KeyBanc Capital Markets的最新报告显示， 英伟达对下一财季的指引中可能会暂时排除来自中国市场的直接收入，因为在美国出口限制下，半导体出 口许可证获批的具体时间难以确定。 数据显示，在截至7月的财季中，英伟达的GPU供应量增长了40%，并预计随着B200的放量，截至10月的财季供应量将再增长20%；与此同时，更 新、性能更强的B300芯片将于10月当季开始出货，并有望占据Blackwell系列出货量的一半。 此外，服务器机架的生产效率也在提升。 KeyBanc分析师表示，如果将基于H20和RTX6000D（B40）等芯片的中国业务计算在内， 本可为英伟达带来20亿至30亿美元的增量收入。 目前，市场普遍预期英伟达三季度营收459.2亿美元，每股收益1.01美元。 产能提升支撑基本面 尽管面临中国市场的短期不确定性，英伟达的业务基本面依然强劲，为其长期增长提供了有力支撑。 KeyBanc在报告中强调， 英伟达的GPU供应和产能正在显著改善，这是其业绩持续向 ...

Core Viewpoint - The new export restrictions imposed by the U.S. on China have created uncertainty for Synopsys in selling chip design software, leading the company to suspend its financial forecasts shortly after their release [1][2]. Group 1: Company Responses - Synopsys announced the suspension of its financial guidance for Q3 and the full fiscal year 2025 due to the new export restrictions from the U.S. Department of Commerce [2]. - Cadence Design Systems stated that they received notification from the U.S. Department of Commerce that a license is now required to export certain electronic design automation (EDA) software and technology to China [3]. - Both companies are currently assessing the potential impact of these new restrictions on their business and financial performance [2][3]. Group 2: Regulatory Context - The U.S. has ordered multiple companies to halt shipments to China without proper licenses, which includes revoking previously granted licenses [1]. - The new requirements are seen as a measure to prevent China from obtaining critical products necessary for key industries, potentially escalating tensions between the U.S. and China [2].

Core Viewpoint - The new export restrictions imposed by the U.S. on China have created uncertainty for Synopsys in selling chip design software, leading the company to suspend its annual and quarterly forecasts [1][2]. Group 1: Impact of U.S. Export Restrictions - Synopsys announced the suspension of its financial guidance for Q3 and the full year of FY2025 due to new export restrictions from the U.S. Department of Commerce [2][3]. - The U.S. has ordered multiple companies to halt shipments to China without a license, affecting the export of Electronic Design Automation (EDA) software [1][2]. - Cadence Design Systems also reported that it now requires a license to export EDA software to China, indicating a significant regulatory change [3]. Group 2: Company Responses - Synopsys is currently evaluating the potential impact of the U.S. Department of Commerce's letter on its business and financial performance [1][2]. - Cadence stated that the new requirements are complex and that they are working with the Department of Commerce for further clarification [3].