Core Points - The U.S. government has imposed indefinite export restrictions on NVIDIA's H20 chips to China, affecting approximately $5.5 billion in quarterly expenses related to inventory and procurement commitments [1][2] - This marks a significant tightening of semiconductor export controls, building on previous measures initiated under the Trump administration and continued by the Biden administration [2][4] - NVIDIA's stock fell over 6% in after-hours trading following the announcement of these new regulations [1] Group 1 - The new regulations will limit NVIDIA's ability to sell advanced AI chips to China, which is a critical market for the company [1][4] - The H20 chip, designed specifically for the Chinese market, is less competitive in training AI models but performs well in inference tasks [2] - The U.S. government has not clarified how many export licenses will be granted to NVIDIA, creating uncertainty for the company [1][3] Group 2 - NVIDIA's CEO, Jensen Huang, has opposed export restrictions and emphasized the importance of the Chinese market for AI research and development [3][4] - Analysts suggest that the strategic impact of these regulations is more significant than the financial impact, as losing access to the Chinese market could allow competitors like Huawei to gain market share [4] - The U.S. government's actions are seen as a political maneuver that could hinder the global semiconductor industry's development [4]

4月16日，美国三大股指小幅收跌，道指跌0.38%报40368.96点，标普500指数跌0.17%报5396.63点，纳指跌0.05%报16823.17点。 其中，科技七巨头股票涨跌不一，其中英伟达美股盘后股价直线跳水，一度大跌超6%，最后收涨1.35%，特斯拉收涨0.7%，其他五家均有小幅下跌。 | 英伟达 | 112.2000 | 1.35% | 1.4 | | --- | --- | --- | --- | | US NVDA.O | 105.119 盘后 | -6.31% | - | | 特斯拉 | 254.1100 | 0.70% | 1.7 | | us TSLA.O | 250.350 盘后 | -1.48% | - - | | Meta | 521.5200 | -1.87% | -9.4 | | us META.O | 512.500 盘后 | -1.73% | - | | 微软 | 385.7300 | -0.54% | -2.0 | | us MSFT.O | 384.580 盘后 | -0.30% | | | 亚马逊 | 179.5900 | -1.39% | -2.5 | | us ...