RTX Pro 6000D

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川普又要加100%关税了?
3 6 Ke· 2025-10-11 09:40
大家好,我是很帅的狐狸 今天来聊聊昨晚川普忽然说要对咱加征的100%关税。 川普一直很想拿诺贝尔和平奖——毕竟奥巴马都拿过,他自然也不想落下,也在多个场合表达了希望获奖。 周五(10日),和平奖揭晓,川普不出意料地落选了。 随后他发了个推,吐槽了下咱周四发布的稀土出口管制新措施,说又要动用关税(盘后威胁11月1日要征税100%),然后美股就崩了。 ① 在境外制作稀土靶材(一般用于半导体/光学薄膜/显示器/电池等)或永磁材料(一般用于航天航空/军工/电机/风机/电子产品),如果里头含有的指定 的中国产的中重稀土及其化合物比例超过0.1%,要许可 标普跌了2.7%,纳指跌了3.5%,创半年来最大跌幅。 加密货币也因此暴跌,比特币盘中跌了13%;WTI原油也暴跌4%。 A股虽然周末没开盘,但追踪A股的富时A50期货也跌了4.28%,美股上市的中概股也血流成河(阿里-8.45%,腾讯-6.33%)。 感觉川普就是想表达:「既然我得不到,就让全世界陪我失眠。」 不过川普这推文也并不是无法预测——毕竟周五A股港股就暴跌了。 而且咱对稀土出口管制其实4月份就有,当时是对七类中重稀土元素及若干磁铁实施出口限制。 周四(9日) ...
China targets Nvidia, Qualcomm in crackdown on US chip imports
New York Post· 2025-10-10 16:00
Core Insights - China is intensifying its scrutiny of US chip imports, launching an antitrust investigation into Qualcomm's acquisition of Autotalks and increasing customs checks on Nvidia processors [1][3][4] Qualcomm - Qualcomm's acquisition of Israeli chip maker Autotalks is under investigation by China's market regulator for potential antitrust violations [1][2] - Qualcomm's shares fell by 1.3% following the announcement of the investigation [1][14] - The company is cooperating with Chinese regulators and emphasizes its commitment to supporting its customers and partners [2] Nvidia - China's State Administration of Market Regulation previously claimed Nvidia violated antitrust laws with its acquisition of Mellanox, aimed at enhancing data center efficiency [3] - Reports indicate that China is encouraging domestic companies to cease orders for Nvidia chips, including variants designed to comply with US export restrictions [7] - Nvidia's H20 and RTX Pro 6000D chips are considered less advanced versions tailored for compliance with US controls [12] Customs and Trade Policies - China has deployed additional customs officials at ports to inspect semiconductor shipments, aiming to identify smuggled advanced chips that violate US export curbs [4][13] - Starting October 14, China will charge US ships docking fees at its ports, coinciding with the implementation of US port fees on China [6] - Chinese authorities are reportedly working to triple domestic production of advanced semiconductors next year to reduce reliance on Nvidia [17]
China Tightens Checks On Chip Imports
Seeking Alpha· 2025-10-10 11:20
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty ImagesSeeking Alpha News Quiz Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the newest Seeking Alpha News Quiz and see how you stack up against the competition. Good morning! Check out today's trending headlines:CPI report: Investors may get September's CPI data despite the government shutdown, as the Bureau of Lab ...
China Targets Nvidia's H20, RTX Pro 6000D Chips In Customs Crackdown As It Pushes To Cut Reliance On US Technology: Report - Alibaba Gr Hldgs (NYSE:BABA), NVIDIA (NASDAQ:NVDA)
Benzinga· 2025-10-10 07:16
China has reportedly launched a sweeping customs crackdown on Nvidia Corporation's (NASDAQ:NVDA) AI chips.Beijing Launches Nationwide AI Chip Inspection DriveTeams of Chinese customs officers have been mobilized at major ports across the country to conduct stricter inspections of semiconductor imports, reported the Financial Times, citing three people with knowledge of the matter.The initial focus was Nvidia's China-specific AI processors — the H20 and RTX Pro 6000D — which were designed to comply with U.S. ...
Nvidia CEO Jensen Huang Warns US Export Controls On China May Have Backfired: 'They're Nanoseconds Behind Us' - Alibaba Gr Hldgs (NYSE:BABA), NVIDIA (NASDAQ:NVDA)
Benzinga· 2025-09-29 09:57
Nvidia Corp. (NASDAQ: NVDA) CEO Jensen Huang has hinted that U.S. policies aimed at slowing China's artificial intelligence progress might have instead accelerated domestic competitors like Huawei Technologies.Huang Says China's AI Push Cannot Be UnderestimatedSpeaking on the Open Source podcast with Bill Gurley and Brad Gerstner that was posted last week, Huang pushed back against assumptions that China lags years behind U.S. innovation.Instead, he described Chinese firms as "formidable, innovative, hungry ...
幻觉还是现实 —— 半导体季度需求趋势与信贷观点-Hallucination Or Reality__ Quarterly Semis Demand Trends & Credit Views
2025-09-23 02:34
Summary of J.P. Morgan's Semiconductor Sector Update Industry Overview - The Semiconductor sector has been influenced by tariffs, tensions with China, government stakes, and AI hype, leading to mixed conditions despite recovery from the 2022-2023 downturn [3][12] - Key end markets include Automotive, Industrial, Data Centers, and Consumer-focused segments like Gaming and Mobile, with varying recovery trends [3][4] Key Companies and Ratings - **Micron**: Upgraded to Overweight due to strong operational performance and demand for DRAM in AI applications [12] - **AMD**: Downgraded to Neutral as spreads have tightened and concerns about competition and Chinese export restrictions have emerged [12] - **Intel**: Remains Neutral; focus on Foundry ambitions and government investment of $8.9 billion, which raises both support and operational constraints [14] - **NVIDIA**: Revenue from Automotive increased by 69% y/y, driven by demand for self-driving solutions [41] - **Marvell**: Automotive exposure expected to decline following divestiture of its Automotive Ethernet business [49] Market Trends - **Consumer Markets**: Benefiting from new product cycles, particularly the iPhone and AI PCs, while Data Centers show significant growth [3][4] - **Automotive Market**: Mixed recovery with strong design win activity and content growth in ADAS and electrification, but some companies are managing down elevated inventories [41][47] - **Geopolitical Factors**: Ongoing tensions with China and potential tariffs remain a concern, with no industry-wide rates set yet [14][16] Financial Performance - The Semiconductor sector is trading approximately 20 basis points inside the JPM JULI index, with credit spreads remaining tight despite mixed performance among issuers [4] - Micron's F3Q results exceeded expectations, with a focus on AI advancements driving demand [12] - NVIDIA's revenue from Automotive reached $586 million, highlighting the success of its next-generation SoC, Thor [41] Risks and Considerations - **AMD**: High earnings expectations could lead to volatility; risks include demand fluctuations for AI GPUs [12] - **Intel**: Government involvement may complicate its position as a neutral foundry provider [14] - **Tariff Landscape**: Uncertainty remains regarding potential tariffs on the Semiconductor sector, which could impact various issuers [14][16] Conclusion - The Semiconductor sector is experiencing a complex recovery influenced by geopolitical tensions, evolving market demands, and significant investments in AI infrastructure. Companies like Micron and NVIDIA are positioned for growth, while others like AMD and Intel face challenges that could impact their performance moving forward.
黄仁勋摊牌,或将退出中国市场?美媒:特朗普让美国失去了唯一优势
Sou Hu Cai Jing· 2025-09-21 13:27
Core Viewpoint - Nvidia is facing significant challenges in the Chinese market due to intensified antitrust investigations and regulatory actions that may halt the procurement of its AI chips by major Chinese companies [1][3][6] Group 1: Regulatory Challenges - The Chinese market regulator has announced an investigation into Nvidia for potential antitrust violations, particularly related to its acquisition of Mellanox and practices such as bundling sales and differential treatment of customers [3][6] - Major Chinese internet companies have been instructed to stop purchasing Nvidia's "special supply" AI chips, effectively blocking Nvidia's primary sales channel in China [3][6][10] Group 2: Market Dynamics - Nvidia's special supply chips, such as the RTX Pro 6000D, are reportedly unpopular among large clients due to their performance-to-price ratio and the availability of alternative chips in the market [7][10] - The ongoing geopolitical tensions and fluctuating U.S. policies regarding chip exports to China complicate Nvidia's operational strategy, as the company must navigate both regulatory scrutiny and competitive pressures [10][11] Group 3: Strategic Implications - Despite the challenges, it is unlikely that Nvidia will completely exit the Chinese market, as it remains a crucial area for AI computing power and data center development [5][6] - Nvidia may need to adjust its business model in China, potentially lowering prices, opening interfaces, and dismantling its bundling sales strategy to comply with local regulations [6][14] Group 4: Broader Industry Context - The semiconductor industry is experiencing a three-layered competition involving manufacturing capabilities, total computing power, and ecosystem influence, with both the U.S. and China vying for dominance [10][11] - China's regulatory actions are not solely aimed at foreign companies but also serve to accelerate domestic chip development and reduce reliance on foreign technology [10][14]
White House AI Czar David Sacks Warns Washington Must Let US Chipmakers Like Nvidia Sell Abroad Or Risk Forfeiting AI Race To Huawei And China
Yahoo Finance· 2025-09-19 21:31
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. On Thursday, White House AI and crypto czar David Sacks urged Washington to update export control policies, warning that restricting U.S. companies like Nvidia Corp. (NASDAQ:NVDA) from selling chips abroad could hand Chinese companies such as Huawei Technologies the advantage in the global race for artificial intelligence dominance. David Sacks Says Export Controls Need Rethinking In a post on X, Sacks sai ...
NVIDIA投资Intel 50亿美元,美国政府赚麻了
Sou Hu Cai Jing· 2025-09-19 04:27
Group 1 - The core investment involves NVIDIA purchasing $5 billion worth of Intel common stock at $23.28 per share, which translates to approximately 355 million RMB [1][3] - Following this transaction, NVIDIA is expected to hold about 4% of Intel's shares, leading to a significant increase in Intel's stock price, which surged by 30% at one point and closed up 22.8%, adding around $26.5 billion to its market capitalization [3][4] - Intel plans to collaborate with NVIDIA to develop customized data center and personal computing products, enhancing capabilities in large-scale computing and various applications [3][4] Group 2 - The partnership is seen as a crucial lifeline for Intel, which has been struggling in the CPU market, allowing it to enhance its product line, particularly in AI technology [4][5] - Intel's CEO emphasized the importance of the x86 architecture and the collaboration with NVIDIA to drive innovation and business growth in the AI and accelerated computing sectors [5] - NVIDIA's CEO highlighted the transformative impact of AI on the computing stack and the significance of this partnership in merging NVIDIA's AI capabilities with Intel's CPU and x86 ecosystem [5][6]
Huang Breaks Silence On Beijing Move Targeting Nvidia AI Chips
Yahoo Finance· 2025-09-19 03:30
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Nvidia (NASDAQ:NVDA) stock recovered Wednesday’s losses, which had been triggered by reports of a potential ban on its artificial intelligence chips by China’s internet regulator. CEO Jensen Huang directly addressed fresh challenges to the company’s China business after reports surfaced that Beijing had banned its artificial intelligence chips, CNBC reported on Thursday. Huang voiced disappointment over Ch ...