BERNSTEIN-英伟达-特朗普相关

16 April 2025 U.S. Semiconductors NVIDIA (NVDA): The Trump rug... Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Alrick Shaw +1 917 344 8454 alrick.shaw@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com Last night NVIDIA disclosed that the US government will require a license for H20 shipments into China, Hong Kong, Macau, and other D:5 countries. The company is taking a $5.5B charge in FQ1 for inventory, purchase commitments, and reserves. They did not upda ...