人工智能Blackwell芯片

Search documents
特朗普中东之行引爆美股科技股狂欢 特斯拉(TSLA.US)和英伟达(NVDA.US)成大赢家
智通财经网· 2025-05-17 03:28
Group 1 - The easing of global trade tensions and President Trump's Middle East visit contributed to a strong performance in US tech stocks, with the Nasdaq Composite Index rising by 7.15% this week [1] - Tesla (TSLA.US) and Nvidia (NVDA.US) saw significant stock price increases of 17% and 16% respectively during the week [1] - Both the US and China announced a 90-day delay in tariff implementation, marking a significant de-escalation of the trade war that has caused global market unease since April [1] Group 2 - Nvidia's CEO Jensen Huang announced plans to sell over 18,000 AI Blackwell chips to Saudi Arabia's Humain company to support data centers during a White House delegation visit to the Middle East [1] - AMD (AMD.US) also plans to supply chips to Humain, with its stock rising nearly 14% this week [1] - Other tech stocks, including Palantir (PLTR.US), experienced weekly gains exceeding 10% [1] Group 3 - Elon Musk, CEO of Tesla, visited Saudi Arabia and confirmed that the country has approved SpaceX's Starlink satellite internet service for aviation and maritime use [1] - Musk also expressed plans to introduce autonomous taxi services in Saudi Arabia [1] - The White House announced that several US companies will collaborate with the UAE to build a large-scale AI park, with Nvidia being one of the supporting companies [1] Group 4 - The White House plans to lift the Biden administration's restrictions on chip exports to China and implement "simpler regulations," boosting market optimism for tech stocks [2] - China is a critical market for Nvidia, with Huang stating that the Chinese AI market could reach $50 billion in the next two to three years, emphasizing the potential loss of missing out on this opportunity [2]