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黄仁勋:英伟达在华市占率从95%暴跌至50%
Guan Cha Zhe Wang· 2025-05-21 08:20
Group 1 - Nvidia's CEO Jensen Huang stated that the company's market share in China has dropped from 95% four years ago to 50% currently, with local technologies filling the gap [1] - Huang projected that the AI market in China will reach $50 billion by 2026, indicating significant future opportunities for Nvidia in the region [1] - Nvidia's revenue from China reached $17.108 billion in the fiscal year ending January 2024, marking a 66% increase from $10.306 billion the previous year [4] Group 2 - The Trump administration's ban on Nvidia selling H20 chips to China resulted in a $5.5 billion asset write-down for the company [3] - Analysts estimate that Nvidia could face a revenue loss of $14 billion to $18 billion this year due to ongoing restrictions [3] - Huang criticized the Biden administration's new AI chip diffusion control regulations, arguing that they hinder technological advancement [3]
好消息,坏消息
猫笔刀· 2025-05-18 14:17
Group 1 - CATL's Hong Kong IPO subscription funds exceeded 280 billion HKD, with an issue price set at 263 HKD, reflecting a 6.5% discount compared to the A-share closing price of 259 RMB [1] - Moody's downgraded the US credit rating from AAA to AA1, which will increase the cost of future US debt issuance [3] - China reduced its holdings of US Treasury bonds by 18.9 billion USD, now ranking third behind Japan and the UK [3] Group 2 - Nvidia plans to adjust its chip exports to China, ceasing the release of the Hopper series after the H20 chip, which may positively impact the domestic chip sector [3] - The Israeli military discovered Hamas's strategic motives behind initiating attacks, aimed at disrupting Israel's potential diplomatic relations with Saudi Arabia [4] - Guinea's government revoked over 100 mining licenses, impacting the aluminum market and reflecting a nationalist sentiment [4]