传英伟达H20也要被禁了_老虎社区_美港股上老虎

传英伟达H20也要被禁了

芯东西01-30

股价应声下跌4%。1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就英伟达对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。这令本周跌宕起伏的英伟达股票再受打击。此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发...

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八千里路云和月莫等闲
·01-31
国产会越来越好，中国哪种东西不是做的越来越好的吗。不是爱国说。但是我的孩子孙子们需要国家更好。难道你希望你孙子变难民。
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老当益壮铁树开花
·01-30
建国同志这是往祖国的怀抱越走越近，众所周知，中国芯片能有今日发展，与建国同志的一系列对中国的禁令息息相关密不可分，在地下战线，建国同志与峨眉峰可以相提并论平起平坐了。
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Vinsa8
·01-30
好吧，那英伟达直接先看70的价格了
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2
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- 显卡之王:
  别做梦了，这辈子见不到
  01-30
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gdudhfjjfjzh
·01-30
不卖也有办法买到，加钱可以解决。所以根本不会影响销量，而且也查不出来。不要人云亦云
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3
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天上冲蜗牛
·01-30
以后这种垃圾新闻可以不用发了吧
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6
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T2021120901124
·01-30
垄断就是好
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WGJJS
·01-30
这是实在地利好国产
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2
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- 大吼一声喵:
  [开心]
  01-31
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- 在暴富的勺子:
  这种认知最好回去玩缅a
  01-30
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zzzxxxyyy
·01-30
我说怎么会有这么二的标题，原来是qq网
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4
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千羽卡罗拉
·01-30
国产卡太拉胯了啊……
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1
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不要频繁操作
·01-30
利好
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1
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要學習的人
·01-30
说说你对这篇新闻的看法...
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well","themeId":"4d968b3eaa9f268fe7b91fc42dc97b0a","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/97bbc1770f668d7a84769579c1b66f35","symbols_score_info":{"3NVD.UK":0.6,"NVDS":0.6,"NVDD":0.6,"SNVD.UK":0.6,"NVDS.UK":0.6,"NVIW.SI":0.6,"NVDA":1,"2NVD.UK":0.6,"NVD2.UK":0.6,"NVDY":0.6,"NVDU":0.6,"NVD3.UK":0.6},"content_text":"股价应声下跌4%。1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就英伟达对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。这令本周跌宕起伏的英伟达股票再受打击。此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。美国商务部长提名人霍华德·卢特尼克（Howard Lutnick）是特朗普挑选的负责监督芯片贸易限制的机构的负责人。他在周三的确认听证会上说，他将在半导体控制方面“非常强硬”，但并未提供更多细节。早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。最新报道称，将H20芯片纳入现有贸易限制的想法已被讨论过一段时间。据知情人士透露，美国拜登政府人士建议进行此类限制，但他们最终在离任前没有采取这些措施。英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。根据分析师Claus Aasholm去年12月分享的数据，HGX H20销售表现非常好，环比增长50%，而H100业务“仅”环比增长25%。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":398384854945880,"gmtCreate":1738284385818,"gmtModify":1738284387733,"author":{"id":"3581653696024037","authorId":"3581653696024037","name":"八千里路云和月莫等闲","avatar":"https://static.tigerbbs.com/320c6ab905ec7502ee1c42ca8fbf0175","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581653696024037","authorIdStr":"3581653696024037"},"htmlText":"国产会越来越好，中国哪种东西不是做的越来越好的吗。不是爱国说。但是我的孩子孙子们需要国家更好。难道你希望你孙子变难民。","listText":"国产会越来越好，中国哪种东西不是做的越来越好的吗。不是爱国说。但是我的孩子孙子们需要国家更好。难道你希望你孙子变难民。","text":"国产会越来越好，中国哪种东西不是做的越来越好的吗。不是爱国说。但是我的孩子孙子们需要国家更好。难道你希望你孙子变难民。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398384854945880","repostId":2507952906,"repostType":2,"repost":{"id":"2507952906","kind":"news","pubTimestamp":1738201301,"share":"https://www.laohu8.com/m/news/2507952906?lang=&edition=full","pubTime":"2025-01-30 09:41","market":"us","language":"zh","title":"传英伟达H20也要被禁了","url":"https://stock-news.laohu8.com/highlight/detail?id=2507952906","media":"芯东西","summary":"此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。","content":"<html><head></head><body><blockquote><p><strong>股价应声下跌4%。</strong></p></blockquote><p>1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。</p><p>谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。</p><p>这令本周跌宕起伏的英伟达股票再受打击。</p><p>此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddd173dabd729b8dad6895b61ac79a35\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>美国商务部长提名人霍华德·卢特尼克（Howard Lutnick）是特朗普挑选的负责监督芯片贸易限制的机构的负责人。他在周三的确认听证会上说，他将在半导体控制方面“非常强硬”，但并未提供更多细节。</p><p>早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。</p><p>最新报道称，将H20芯片纳入现有贸易限制的想法已被讨论过一段时间。据知情人士透露，美国拜登政府人士建议进行此类限制，但他们最终在离任前没有采取这些措施。</p><p>英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。</p><p>根据分析师Claus Aasholm去年12月分享的数据，HGX H20销售表现非常好，环比增长50%，而H100业务“仅”环比增长25%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c12c8ddba7c9dfb0a0730bdbeb3f3c4b\" title=\"\" tg-width=\"1000\" tg-height=\"867\"/></p></body></html>","source":"lsy1584082462595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>传英伟达H20也要被禁了</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n传英伟达H20也要被禁了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 09:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw><strong>芯东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>股价应声下跌4%。1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就英伟达对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。这令本周跌宕起伏的英伟达股票再受打击。此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","NVIW.SI":"NVDA 3xLongSG261006","LU0109392836.USD":"富兰克林科技股A","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY 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INC"},"source_url":"https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507952906","content_text":"股价应声下跌4%。1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就英伟达对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。这令本周跌宕起伏的英伟达股票再受打击。此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。美国商务部长提名人霍华德·卢特尼克（Howard Lutnick）是特朗普挑选的负责监督芯片贸易限制的机构的负责人。他在周三的确认听证会上说，他将在半导体控制方面“非常强硬”，但并未提供更多细节。早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。最新报道称，将H20芯片纳入现有贸易限制的想法已被讨论过一段时间。据知情人士透露，美国拜登政府人士建议进行此类限制，但他们最终在离任前没有采取这些措施。英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。根据分析师Claus Aasholm去年12月分享的数据，HGX H20销售表现非常好，环比增长50%，而H100业务“仅”环比增长25%。","news_type":1,"symbols_score_info":{"3NVD.UK":0.6,"NVDS":0.6,"NVDD":0.6,"SNVD.UK":0.6,"NVDS.UK":0.6,"NVIW.SI":0.6,"NVDA":1,"2NVD.UK":0.6,"NVD2.UK":0.6,"NVDY":0.6,"NVDU":0.6,"NVD3.UK":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":398247252091480,"gmtCreate":1738250918564,"gmtModify":1738250919892,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"htmlText":"建国同志这是往祖国的怀抱越走越近，众所周知，中国芯片能有今日发展，与建国同志的一系列对中国的禁令息息相关密不可分，在地下战线，建国同志与峨眉峰可以相提并论平起平坐了。","listText":"建国同志这是往祖国的怀抱越走越近，众所周知，中国芯片能有今日发展，与建国同志的一系列对中国的禁令息息相关密不可分，在地下战线，建国同志与峨眉峰可以相提并论平起平坐了。","text":"建国同志这是往祖国的怀抱越走越近，众所周知，中国芯片能有今日发展，与建国同志的一系列对中国的禁令息息相关密不可分，在地下战线，建国同志与峨眉峰可以相提并论平起平坐了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398247252091480","repostId":2507952906,"repostType":2,"repost":{"id":"2507952906","kind":"news","pubTimestamp":1738201301,"share":"https://www.laohu8.com/m/news/2507952906?lang=&edition=full","pubTime":"2025-01-30 09:41","market":"us","language":"zh","title":"传英伟达H20也要被禁了","url":"https://stock-news.laohu8.com/highlight/detail?id=2507952906","media":"芯东西","summary":"此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。","content":"<html><head></head><body><blockquote><p><strong>股价应声下跌4%。</strong></p></blockquote><p>1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。</p><p>谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。</p><p>这令本周跌宕起伏的英伟达股票再受打击。</p><p>此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddd173dabd729b8dad6895b61ac79a35\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>美国商务部长提名人霍华德·卢特尼克（Howard Lutnick）是特朗普挑选的负责监督芯片贸易限制的机构的负责人。他在周三的确认听证会上说，他将在半导体控制方面“非常强硬”，但并未提供更多细节。</p><p>早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。</p><p>最新报道称，将H20芯片纳入现有贸易限制的想法已被讨论过一段时间。据知情人士透露，美国拜登政府人士建议进行此类限制，但他们最终在离任前没有采取这些措施。</p><p>英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。</p><p>根据分析师Claus Aasholm去年12月分享的数据，HGX H20销售表现非常好，环比增长50%，而H100业务“仅”环比增长25%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c12c8ddba7c9dfb0a0730bdbeb3f3c4b\" title=\"\" tg-width=\"1000\" tg-height=\"867\"/></p></body></html>","source":"lsy1584082462595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>传英伟达H20也要被禁了</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n传英伟达H20也要被禁了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 09:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw><strong>芯东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>股价应声下跌4%。1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就英伟达对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。这令本周跌宕起伏的英伟达股票再受打击。此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","NVIW.SI":"NVDA 3xLongSG261006","LU0109392836.USD":"富兰克林科技股A","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY 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INC"},"source_url":"https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507952906","content_text":"股价应声下跌4%。1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就英伟达对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。这令本周跌宕起伏的英伟达股票再受打击。此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。美国商务部长提名人霍华德·卢特尼克（Howard Lutnick）是特朗普挑选的负责监督芯片贸易限制的机构的负责人。他在周三的确认听证会上说，他将在半导体控制方面“非常强硬”，但并未提供更多细节。早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。最新报道称，将H20芯片纳入现有贸易限制的想法已被讨论过一段时间。据知情人士透露，美国拜登政府人士建议进行此类限制，但他们最终在离任前没有采取这些措施。英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。根据分析师Claus Aasholm去年12月分享的数据，HGX H20销售表现非常好，环比增长50%，而H100业务“仅”环比增长25%。","news_type":1,"symbols_score_info":{"3NVD.UK":0.6,"NVDS":0.6,"NVDD":0.6,"SNVD.UK":0.6,"NVDS.UK":0.6,"NVIW.SI":0.6,"NVDA":1,"2NVD.UK":0.6,"NVD2.UK":0.6,"NVDY":0.6,"NVDU":0.6,"NVD3.UK":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":398184310149544,"gmtCreate":1738235281339,"gmtModify":1738235296143,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"htmlText":"好吧，那英伟达直接先看70的价格了","listText":"好吧，那英伟达直接先看70的价格了","text":"好吧，那英伟达直接先看70的价格了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/398184310149544","repostId":2507952906,"repostType":2,"repost":{"id":"2507952906","kind":"news","pubTimestamp":1738201301,"share":"https://www.laohu8.com/m/news/2507952906?lang=&edition=full","pubTime":"2025-01-30 09:41","market":"us","language":"zh","title":"传英伟达H20也要被禁了","url":"https://stock-news.laohu8.com/highlight/detail?id=2507952906","media":"芯东西","summary":"此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。","content":"<html><head></head><body><blockquote><p><strong>股价应声下跌4%。</strong></p></blockquote><p>1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。</p><p>谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。</p><p>这令本周跌宕起伏的英伟达股票再受打击。</p><p>此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddd173dabd729b8dad6895b61ac79a35\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>美国商务部长提名人霍华德·卢特尼克（Howard Lutnick）是特朗普挑选的负责监督芯片贸易限制的机构的负责人。他在周三的确认听证会上说，他将在半导体控制方面“非常强硬”，但并未提供更多细节。</p><p>早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。</p><p>最新报道称，将H20芯片纳入现有贸易限制的想法已被讨论过一段时间。据知情人士透露，美国拜登政府人士建议进行此类限制，但他们最终在离任前没有采取这些措施。</p><p>英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。</p><p>根据分析师Claus Aasholm去年12月分享的数据，HGX H20销售表现非常好，环比增长50%，而H100业务“仅”环比增长25%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c12c8ddba7c9dfb0a0730bdbeb3f3c4b\" title=\"\" tg-width=\"1000\" tg-height=\"867\"/></p></body></html>","source":"lsy1584082462595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>传英伟达H20也要被禁了</title>\n<style 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href=\"https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","NVIW.SI":"NVDA 3xLongSG261006","LU0109392836.USD":"富兰克林科技股A","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY 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INC"},"source_url":"https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507952906","content_text":"股价应声下跌4%。1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就英伟达对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。这令本周跌宕起伏的英伟达股票再受打击。此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。美国商务部长提名人霍华德·卢特尼克（Howard Lutnick）是特朗普挑选的负责监督芯片贸易限制的机构的负责人。他在周三的确认听证会上说，他将在半导体控制方面“非常强硬”，但并未提供更多细节。早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。最新报道称，将H20芯片纳入现有贸易限制的想法已被讨论过一段时间。据知情人士透露，美国拜登政府人士建议进行此类限制，但他们最终在离任前没有采取这些措施。英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。根据分析师Claus Aasholm去年12月分享的数据，HGX H20销售表现非常好，环比增长50%，而H100业务“仅”环比增长25%。","news_type":1,"symbols_score_info":{"3NVD.UK":0.6,"NVDS":0.6,"NVDD":0.6,"SNVD.UK":0.6,"NVDS.UK":0.6,"NVIW.SI":0.6,"NVDA":1,"2NVD.UK":0.6,"NVD2.UK":0.6,"NVDY":0.6,"NVDU":0.6,"NVD3.UK":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":398236992958920,"gmtCreate":1738247993334,"gmtModify":1738247997047,"authorId":4173149581503700,"author":{"id":4173149581503700,"idStr":"4173149581503700","authorId":4173149581503700,"name":"显卡之王","avatar":"https://static.tigerbbs.com/09322b22510beb1d0e83a8d72bd297ac","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.03","exceedPercentage":"93.20%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":398184310149544,"type":1,"supId":0,"prevId":0,"content":"别做梦了，这辈子见不到","text":"别做梦了，这辈子见不到","html":"别做梦了，这辈子见不到"}],"langContent":"CN"},{"id":398180863726112,"gmtCreate":1738234295708,"gmtModify":1738234297788,"author":{"id":"3493041815189173","authorId":"3493041815189173","name":"gdudhfjjfjzh","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3493041815189173","authorIdStr":"3493041815189173"},"htmlText":"不卖也有办法买到，加钱可以解决。所以根本不会影响销量，而且也查不出来。不要人云亦云","listText":"不卖也有办法买到，加钱可以解决。所以根本不会影响销量，而且也查不出来。不要人云亦云","text":"不卖也有办法买到，加钱可以解决。所以根本不会影响销量，而且也查不出来。不要人云亦云","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398180863726112","repostId":2507952906,"repostType":2,"repost":{"id":"2507952906","kind":"news","pubTimestamp":1738201301,"share":"https://www.laohu8.com/m/news/2507952906?lang=&edition=full","pubTime":"2025-01-30 09:41","market":"us","language":"zh","title":"传英伟达H20也要被禁了","url":"https://stock-news.laohu8.com/highlight/detail?id=2507952906","media":"芯东西","summary":"此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。","content":"<html><head></head><body><blockquote><p><strong>股价应声下跌4%。</strong></p></blockquote><p>1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。</p><p>谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。</p><p>这令本周跌宕起伏的英伟达股票再受打击。</p><p>此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddd173dabd729b8dad6895b61ac79a35\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>美国商务部长提名人霍华德·卢特尼克（Howard Lutnick）是特朗普挑选的负责监督芯片贸易限制的机构的负责人。他在周三的确认听证会上说，他将在半导体控制方面“非常强硬”，但并未提供更多细节。</p><p>早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。</p><p>最新报道称，将H20芯片纳入现有贸易限制的想法已被讨论过一段时间。据知情人士透露，美国拜登政府人士建议进行此类限制，但他们最终在离任前没有采取这些措施。</p><p>英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。</p><p>根据分析师Claus Aasholm去年12月分享的数据，HGX H20销售表现非常好，环比增长50%，而H100业务“仅”环比增长25%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c12c8ddba7c9dfb0a0730bdbeb3f3c4b\" title=\"\" tg-width=\"1000\" tg-height=\"867\"/></p></body></html>","source":"lsy1584082462595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>传英伟达H20也要被禁了</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n传英伟达H20也要被禁了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 09:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw><strong>芯东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>股价应声下跌4%。1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就英伟达对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。这令本周跌宕起伏的英伟达股票再受打击。此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","NVIW.SI":"NVDA 3xLongSG261006","LU0109392836.USD":"富兰克林科技股A","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY 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NVIDIA","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","NVDD":"1倍做空NVDA ETF-Direxion","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","NVDS.UK":"LS -1X NVIDIA","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC"},"source_url":"https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507952906","content_text":"股价应声下跌4%。1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就英伟达对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。这令本周跌宕起伏的英伟达股票再受打击。此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。美国商务部长提名人霍华德·卢特尼克（Howard Lutnick）是特朗普挑选的负责监督芯片贸易限制的机构的负责人。他在周三的确认听证会上说，他将在半导体控制方面“非常强硬”，但并未提供更多细节。早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。最新报道称，将H20芯片纳入现有贸易限制的想法已被讨论过一段时间。据知情人士透露，美国拜登政府人士建议进行此类限制，但他们最终在离任前没有采取这些措施。英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。根据分析师Claus Aasholm去年12月分享的数据，HGX H20销售表现非常好，环比增长50%，而H100业务“仅”环比增长25%。","news_type":1,"symbols_score_info":{"3NVD.UK":0.6,"NVDS":0.6,"NVDD":0.6,"SNVD.UK":0.6,"NVDS.UK":0.6,"NVIW.SI":0.6,"NVDA":1,"2NVD.UK":0.6,"NVD2.UK":0.6,"NVDY":0.6,"NVDU":0.6,"NVD3.UK":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":398170362576960,"gmtCreate":1738232293010,"gmtModify":1738232659570,"author":{"id":"4106371827704990","authorId":"4106371827704990","name":"天上冲蜗牛","avatar":"https://static.tigerbbs.com/a79e1b5e3ff9e7fde1e71e851c611977","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":6,"crmLevelSwitch":1,"idStr":"4106371827704990","authorIdStr":"4106371827704990"},"htmlText":"以后这种垃圾新闻可以不用发了吧","listText":"以后这种垃圾新闻可以不用发了吧","text":"以后这种垃圾新闻可以不用发了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398170362576960","repostId":2507952906,"repostType":2,"repost":{"id":"2507952906","kind":"news","pubTimestamp":1738201301,"share":"https://www.laohu8.com/m/news/2507952906?lang=&edition=full","pubTime":"2025-01-30 09:41","market":"us","language":"zh","title":"传英伟达H20也要被禁了","url":"https://stock-news.laohu8.com/highlight/detail?id=2507952906","media":"芯东西","summary":"此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。","content":"<html><head></head><body><blockquote><p><strong>股价应声下跌4%。</strong></p></blockquote><p>1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。</p><p>谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。</p><p>这令本周跌宕起伏的英伟达股票再受打击。</p><p>此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddd173dabd729b8dad6895b61ac79a35\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>美国商务部长提名人霍华德·卢特尼克（Howard Lutnick）是特朗普挑选的负责监督芯片贸易限制的机构的负责人。他在周三的确认听证会上说，他将在半导体控制方面“非常强硬”，但并未提供更多细节。</p><p>早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。</p><p>最新报道称，将H20芯片纳入现有贸易限制的想法已被讨论过一段时间。据知情人士透露，美国拜登政府人士建议进行此类限制，但他们最终在离任前没有采取这些措施。</p><p>英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。</p><p>根据分析师Claus Aasholm去年12月分享的数据，HGX H20销售表现非常好，环比增长50%，而H100业务“仅”环比增长25%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c12c8ddba7c9dfb0a0730bdbeb3f3c4b\" title=\"\" tg-width=\"1000\" tg-height=\"867\"/></p></body></html>","source":"lsy1584082462595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>传英伟达H20也要被禁了</title>\n<style 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href=\"https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","NVIW.SI":"NVDA 3xLongSG261006","LU0109392836.USD":"富兰克林科技股A","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY 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INC"},"source_url":"https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507952906","content_text":"股价应声下跌4%。1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就英伟达对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。这令本周跌宕起伏的英伟达股票再受打击。此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。美国商务部长提名人霍华德·卢特尼克（Howard Lutnick）是特朗普挑选的负责监督芯片贸易限制的机构的负责人。他在周三的确认听证会上说，他将在半导体控制方面“非常强硬”，但并未提供更多细节。早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。最新报道称，将H20芯片纳入现有贸易限制的想法已被讨论过一段时间。据知情人士透露，美国拜登政府人士建议进行此类限制，但他们最终在离任前没有采取这些措施。英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。根据分析师Claus Aasholm去年12月分享的数据，HGX H20销售表现非常好，环比增长50%，而H100业务“仅”环比增长25%。","news_type":1,"symbols_score_info":{"3NVD.UK":0.6,"NVDS":0.6,"NVDD":0.6,"SNVD.UK":0.6,"NVDS.UK":0.6,"NVIW.SI":0.6,"NVDA":1,"2NVD.UK":0.6,"NVD2.UK":0.6,"NVDY":0.6,"NVDU":0.6,"NVD3.UK":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":398166883557904,"gmtCreate":1738230880918,"gmtModify":1738230882363,"author":{"id":"20630465482554","authorId":"20630465482554","name":"T2021120901124","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","vip":1,"hat":"https://static.tigerbbs.com/e6295840391b9cdc17115677ba51429c","crmLevel":1,"crmLevelSwitch":0,"idStr":"20630465482554","authorIdStr":"20630465482554"},"htmlText":"垄断就是好&nbsp; &nbsp;","listText":"垄断就是好&nbsp; &nbsp;","text":"垄断就是好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398166883557904","repostId":2507952906,"repostType":2,"repost":{"id":"2507952906","kind":"news","pubTimestamp":1738201301,"share":"https://www.laohu8.com/m/news/2507952906?lang=&edition=full","pubTime":"2025-01-30 09:41","market":"us","language":"zh","title":"传英伟达H20也要被禁了","url":"https://stock-news.laohu8.com/highlight/detail?id=2507952906","media":"芯东西","summary":"此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。","content":"<html><head></head><body><blockquote><p><strong>股价应声下跌4%。</strong></p></blockquote><p>1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。</p><p>谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。</p><p>这令本周跌宕起伏的英伟达股票再受打击。</p><p>此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddd173dabd729b8dad6895b61ac79a35\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>美国商务部长提名人霍华德·卢特尼克（Howard Lutnick）是特朗普挑选的负责监督芯片贸易限制的机构的负责人。他在周三的确认听证会上说，他将在半导体控制方面“非常强硬”，但并未提供更多细节。</p><p>早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。</p><p>最新报道称，将H20芯片纳入现有贸易限制的想法已被讨论过一段时间。据知情人士透露，美国拜登政府人士建议进行此类限制，但他们最终在离任前没有采取这些措施。</p><p>英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。</p><p>根据分析师Claus Aasholm去年12月分享的数据，HGX H20销售表现非常好，环比增长50%，而H100业务“仅”环比增长25%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c12c8ddba7c9dfb0a0730bdbeb3f3c4b\" title=\"\" tg-width=\"1000\" tg-height=\"867\"/></p></body></html>","source":"lsy1584082462595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>传英伟达H20也要被禁了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; 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class=\"meta\">\n\n\n2025-01-30 09:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw><strong>芯东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>股价应声下跌4%。1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就英伟达对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。这令本周跌宕起伏的英伟达股票再受打击。此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) 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Aasholm去年12月分享的数据，HGX H20销售表现非常好，环比增长50%，而H100业务“仅”环比增长25%。","news_type":1,"symbols_score_info":{"3NVD.UK":0.6,"NVDS":0.6,"NVDD":0.6,"SNVD.UK":0.6,"NVDS.UK":0.6,"NVIW.SI":0.6,"NVDA":1,"2NVD.UK":0.6,"NVD2.UK":0.6,"NVDY":0.6,"NVDU":0.6,"NVD3.UK":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":398066021396680,"gmtCreate":1738206937993,"gmtModify":1738206939820,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":8,"crmLevelSwitch":0,"idStr":"3544509774534384","authorIdStr":"3544509774534384"},"htmlText":"这是实在地利好国产","listText":"这是实在地利好国产","text":"这是实在地利好国产","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/398066021396680","repostId":2507952906,"repostType":2,"repost":{"id":"2507952906","kind":"news","pubTimestamp":1738201301,"share":"https://www.laohu8.com/m/news/2507952906?lang=&edition=full","pubTime":"2025-01-30 09:41","market":"us","language":"zh","title":"传英伟达H20也要被禁了","url":"https://stock-news.laohu8.com/highlight/detail?id=2507952906","media":"芯东西","summary":"此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。","content":"<html><head></head><body><blockquote><p><strong>股价应声下跌4%。</strong></p></blockquote><p>1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。</p><p>谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。</p><p>这令本周跌宕起伏的英伟达股票再受打击。</p><p>此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddd173dabd729b8dad6895b61ac79a35\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>美国商务部长提名人霍华德·卢特尼克（Howard Lutnick）是特朗普挑选的负责监督芯片贸易限制的机构的负责人。他在周三的确认听证会上说，他将在半导体控制方面“非常强硬”，但并未提供更多细节。</p><p>早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。</p><p>最新报道称，将H20芯片纳入现有贸易限制的想法已被讨论过一段时间。据知情人士透露，美国拜登政府人士建议进行此类限制，但他们最终在离任前没有采取这些措施。</p><p>英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。</p><p>根据分析师Claus Aasholm去年12月分享的数据，HGX H20销售表现非常好，环比增长50%，而H100业务“仅”环比增长25%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c12c8ddba7c9dfb0a0730bdbeb3f3c4b\" title=\"\" tg-width=\"1000\" tg-height=\"867\"/></p></body></html>","source":"lsy1584082462595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>传英伟达H20也要被禁了</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n传英伟达H20也要被禁了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 09:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw><strong>芯东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>股价应声下跌4%。1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就英伟达对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。这令本周跌宕起伏的英伟达股票再受打击。此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","NVIW.SI":"NVDA 3xLongSG261006","LU0109392836.USD":"富兰克林科技股A","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY 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INC"},"source_url":"https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507952906","content_text":"股价应声下跌4%。1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就英伟达对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。这令本周跌宕起伏的英伟达股票再受打击。此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。美国商务部长提名人霍华德·卢特尼克（Howard Lutnick）是特朗普挑选的负责监督芯片贸易限制的机构的负责人。他在周三的确认听证会上说，他将在半导体控制方面“非常强硬”，但并未提供更多细节。早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。最新报道称，将H20芯片纳入现有贸易限制的想法已被讨论过一段时间。据知情人士透露，美国拜登政府人士建议进行此类限制，但他们最终在离任前没有采取这些措施。英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。根据分析师Claus Aasholm去年12月分享的数据，HGX H20销售表现非常好，环比增长50%，而H100业务“仅”环比增长25%。","news_type":1,"symbols_score_info":{"3NVD.UK":0.6,"NVDS":0.6,"NVDD":0.6,"SNVD.UK":0.6,"NVDS.UK":0.6,"NVIW.SI":0.6,"NVDA":1,"2NVD.UK":0.6,"NVD2.UK":0.6,"NVDY":0.6,"NVDU":0.6,"NVD3.UK":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":398265155453336,"gmtCreate":1738255474170,"gmtModify":1738255478063,"authorId":157991001180968,"author":{"id":157991001180968,"idStr":"157991001180968","authorId":157991001180968,"name":"大吼一声喵","avatar":"https://static.tigerbbs.com/a9b469da297ff669f06bb63ec4cf7093","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":398066021396680,"type":1,"supId":398091643744448,"prevId":0,"content":"[开心]","text":"[开心]","html":"[开心]"},{"id":398091643744448,"gmtCreate":1738213023570,"gmtModify":1738213027500,"authorId":3442974577839237,"author":{"id":3442974577839237,"idStr":"3442974577839237","authorId":3442974577839237,"name":"在暴富的勺子","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.88%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":398066021396680,"type":1,"supId":0,"prevId":0,"content":"这种认知最好回去玩缅a","text":"这种认知最好回去玩缅a","html":"这种认知最好回去玩缅a"}],"langContent":"CN"},{"id":398068277961360,"gmtCreate":1738206882738,"gmtModify":1738207074569,"author":{"id":"3483431314370060","authorId":"3483431314370060","name":"zzzxxxyyy","avatar":"https://static.tigerbbs.com/962f6cfcfa30c67ed54e8e3faafc25ce","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3483431314370060","authorIdStr":"3483431314370060"},"htmlText":"我说怎么会有这么二的标题，原来是qq网","listText":"我说怎么会有这么二的标题，原来是qq网","text":"我说怎么会有这么二的标题，原来是qq网","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398068277961360","repostId":2507952906,"repostType":2,"repost":{"id":"2507952906","kind":"news","pubTimestamp":1738201301,"share":"https://www.laohu8.com/m/news/2507952906?lang=&edition=full","pubTime":"2025-01-30 09:41","market":"us","language":"zh","title":"传英伟达H20也要被禁了","url":"https://stock-news.laohu8.com/highlight/detail?id=2507952906","media":"芯东西","summary":"此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。","content":"<html><head></head><body><blockquote><p><strong>股价应声下跌4%。</strong></p></blockquote><p>1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。</p><p>谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。</p><p>这令本周跌宕起伏的英伟达股票再受打击。</p><p>此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddd173dabd729b8dad6895b61ac79a35\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>美国商务部长提名人霍华德·卢特尼克（Howard Lutnick）是特朗普挑选的负责监督芯片贸易限制的机构的负责人。他在周三的确认听证会上说，他将在半导体控制方面“非常强硬”，但并未提供更多细节。</p><p>早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。</p><p>最新报道称，将H20芯片纳入现有贸易限制的想法已被讨论过一段时间。据知情人士透露，美国拜登政府人士建议进行此类限制，但他们最终在离任前没有采取这些措施。</p><p>英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。</p><p>根据分析师Claus Aasholm去年12月分享的数据，HGX H20销售表现非常好，环比增长50%，而H100业务“仅”环比增长25%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c12c8ddba7c9dfb0a0730bdbeb3f3c4b\" title=\"\" tg-width=\"1000\" tg-height=\"867\"/></p></body></html>","source":"lsy1584082462595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>传英伟达H20也要被禁了</title>\n<style 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href=\"https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","NVIW.SI":"NVDA 3xLongSG261006","LU0109392836.USD":"富兰克林科技股A","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY 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INC"},"source_url":"https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507952906","content_text":"股价应声下跌4%。1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就英伟达对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。这令本周跌宕起伏的英伟达股票再受打击。此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。美国商务部长提名人霍华德·卢特尼克（Howard Lutnick）是特朗普挑选的负责监督芯片贸易限制的机构的负责人。他在周三的确认听证会上说，他将在半导体控制方面“非常强硬”，但并未提供更多细节。早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。最新报道称，将H20芯片纳入现有贸易限制的想法已被讨论过一段时间。据知情人士透露，美国拜登政府人士建议进行此类限制，但他们最终在离任前没有采取这些措施。英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。根据分析师Claus Aasholm去年12月分享的数据，HGX H20销售表现非常好，环比增长50%，而H100业务“仅”环比增长25%。","news_type":1,"symbols_score_info":{"3NVD.UK":0.6,"NVDS":0.6,"NVDD":0.6,"SNVD.UK":0.6,"NVDS.UK":0.6,"NVIW.SI":0.6,"NVDA":1,"2NVD.UK":0.6,"NVD2.UK":0.6,"NVDY":0.6,"NVDU":0.6,"NVD3.UK":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":398065223578000,"gmtCreate":1738206176673,"gmtModify":1738206177981,"author":{"id":"3569922558089083","authorId":"3569922558089083","name":"千羽卡罗拉","avatar":"https://static.tigerbbs.com/5371c90bc051ff1750bdb82113ec3b5a","vip":1,"crmLevel":6,"crmLevelSwitch":1,"idStr":"3569922558089083","authorIdStr":"3569922558089083"},"htmlText":"国产卡太拉胯了啊……","listText":"国产卡太拉胯了啊……","text":"国产卡太拉胯了啊……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398065223578000","repostId":2507952906,"repostType":2,"repost":{"id":"2507952906","kind":"news","pubTimestamp":1738201301,"share":"https://www.laohu8.com/m/news/2507952906?lang=&edition=full","pubTime":"2025-01-30 09:41","market":"us","language":"zh","title":"传英伟达H20也要被禁了","url":"https://stock-news.laohu8.com/highlight/detail?id=2507952906","media":"芯东西","summary":"此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。","content":"<html><head></head><body><blockquote><p><strong>股价应声下跌4%。</strong></p></blockquote><p>1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。</p><p>谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。</p><p>这令本周跌宕起伏的英伟达股票再受打击。</p><p>此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddd173dabd729b8dad6895b61ac79a35\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>美国商务部长提名人霍华德·卢特尼克（Howard Lutnick）是特朗普挑选的负责监督芯片贸易限制的机构的负责人。他在周三的确认听证会上说，他将在半导体控制方面“非常强硬”，但并未提供更多细节。</p><p>早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。</p><p>最新报道称，将H20芯片纳入现有贸易限制的想法已被讨论过一段时间。据知情人士透露，美国拜登政府人士建议进行此类限制，但他们最终在离任前没有采取这些措施。</p><p>英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。</p><p>根据分析师Claus Aasholm去年12月分享的数据，HGX H20销售表现非常好，环比增长50%，而H100业务“仅”环比增长25%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c12c8ddba7c9dfb0a0730bdbeb3f3c4b\" title=\"\" tg-width=\"1000\" tg-height=\"867\"/></p></body></html>","source":"lsy1584082462595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>传英伟达H20也要被禁了</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n传英伟达H20也要被禁了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 09:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw><strong>芯东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>股价应声下跌4%。1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就英伟达对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。这令本周跌宕起伏的英伟达股票再受打击。此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","NVIW.SI":"NVDA 3xLongSG261006","LU0109392836.USD":"富兰克林科技股A","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY 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INC"},"source_url":"https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507952906","content_text":"股价应声下跌4%。1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就英伟达对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。这令本周跌宕起伏的英伟达股票再受打击。此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。美国商务部长提名人霍华德·卢特尼克（Howard Lutnick）是特朗普挑选的负责监督芯片贸易限制的机构的负责人。他在周三的确认听证会上说，他将在半导体控制方面“非常强硬”，但并未提供更多细节。早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。最新报道称，将H20芯片纳入现有贸易限制的想法已被讨论过一段时间。据知情人士透露，美国拜登政府人士建议进行此类限制，但他们最终在离任前没有采取这些措施。英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。根据分析师Claus Aasholm去年12月分享的数据，HGX H20销售表现非常好，环比增长50%，而H100业务“仅”环比增长25%。","news_type":1,"symbols_score_info":{"3NVD.UK":0.6,"NVDS":0.6,"NVDD":0.6,"SNVD.UK":0.6,"NVDS.UK":0.6,"NVIW.SI":0.6,"NVDA":1,"2NVD.UK":0.6,"NVD2.UK":0.6,"NVDY":0.6,"NVDU":0.6,"NVD3.UK":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":398064004522400,"gmtCreate":1738206102076,"gmtModify":1738206103431,"author":{"id":"3435833029586381","authorId":"3435833029586381","name":"不要频繁操作","avatar":"https://static.tigerbbs.com/98ae4237c9360e696c393389c7df4873","vip":1,"crmLevel":1,"crmLevelSwitch":1,"idStr":"3435833029586381","authorIdStr":"3435833029586381"},"htmlText":"利好","listText":"利好","text":"利好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398064004522400","repostId":2507952906,"repostType":2,"repost":{"id":"2507952906","kind":"news","pubTimestamp":1738201301,"share":"https://www.laohu8.com/m/news/2507952906?lang=&edition=full","pubTime":"2025-01-30 09:41","market":"us","language":"zh","title":"传英伟达H20也要被禁了","url":"https://stock-news.laohu8.com/highlight/detail?id=2507952906","media":"芯东西","summary":"此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。","content":"<html><head></head><body><blockquote><p><strong>股价应声下跌4%。</strong></p></blockquote><p>1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。</p><p>谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。</p><p>这令本周跌宕起伏的英伟达股票再受打击。</p><p>此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddd173dabd729b8dad6895b61ac79a35\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>美国商务部长提名人霍华德·卢特尼克（Howard Lutnick）是特朗普挑选的负责监督芯片贸易限制的机构的负责人。他在周三的确认听证会上说，他将在半导体控制方面“非常强硬”，但并未提供更多细节。</p><p>早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。</p><p>最新报道称，将H20芯片纳入现有贸易限制的想法已被讨论过一段时间。据知情人士透露，美国拜登政府人士建议进行此类限制，但他们最终在离任前没有采取这些措施。</p><p>英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。</p><p>根据分析师Claus Aasholm去年12月分享的数据，HGX H20销售表现非常好，环比增长50%，而H100业务“仅”环比增长25%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c12c8ddba7c9dfb0a0730bdbeb3f3c4b\" title=\"\" tg-width=\"1000\" tg-height=\"867\"/></p></body></html>","source":"lsy1584082462595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>传英伟达H20也要被禁了</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n传英伟达H20也要被禁了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 09:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw><strong>芯东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>股价应声下跌4%。1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就英伟达对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。这令本周跌宕起伏的英伟达股票再受打击。此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","NVIW.SI":"NVDA 3xLongSG261006","LU0109392836.USD":"富兰克林科技股A","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY 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INC"},"source_url":"https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507952906","content_text":"股价应声下跌4%。1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就英伟达对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。这令本周跌宕起伏的英伟达股票再受打击。此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。美国商务部长提名人霍华德·卢特尼克（Howard Lutnick）是特朗普挑选的负责监督芯片贸易限制的机构的负责人。他在周三的确认听证会上说，他将在半导体控制方面“非常强硬”，但并未提供更多细节。早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。最新报道称，将H20芯片纳入现有贸易限制的想法已被讨论过一段时间。据知情人士透露，美国拜登政府人士建议进行此类限制，但他们最终在离任前没有采取这些措施。英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。根据分析师Claus Aasholm去年12月分享的数据，HGX H20销售表现非常好，环比增长50%，而H100业务“仅”环比增长25%。","news_type":1,"symbols_score_info":{"3NVD.UK":0.6,"NVDS":0.6,"NVDD":0.6,"SNVD.UK":0.6,"NVDS.UK":0.6,"NVIW.SI":0.6,"NVDA":1,"2NVD.UK":0.6,"NVD2.UK":0.6,"NVDY":0.6,"NVDU":0.6,"NVD3.UK":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":398063361183872,"gmtCreate":1738205794466,"gmtModify":1738205796363,"author":{"id":"3528577027575220","authorId":"3528577027575220","name":"要學習的人","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3528577027575220","authorIdStr":"3528577027575220"},"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398063361183872","repostId":2507952906,"repostType":2,"repost":{"id":"2507952906","kind":"news","pubTimestamp":1738201301,"share":"https://www.laohu8.com/m/news/2507952906?lang=&edition=full","pubTime":"2025-01-30 09:41","market":"us","language":"zh","title":"传英伟达H20也要被禁了","url":"https://stock-news.laohu8.com/highlight/detail?id=2507952906","media":"芯东西","summary":"此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。","content":"<html><head></head><body><blockquote><p><strong>股价应声下跌4%。</strong></p></blockquote><p>1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。</p><p>谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。</p><p>这令本周跌宕起伏的英伟达股票再受打击。</p><p>此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddd173dabd729b8dad6895b61ac79a35\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>美国商务部长提名人霍华德·卢特尼克（Howard Lutnick）是特朗普挑选的负责监督芯片贸易限制的机构的负责人。他在周三的确认听证会上说，他将在半导体控制方面“非常强硬”，但并未提供更多细节。</p><p>早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。</p><p>最新报道称，将H20芯片纳入现有贸易限制的想法已被讨论过一段时间。据知情人士透露，美国拜登政府人士建议进行此类限制，但他们最终在离任前没有采取这些措施。</p><p>英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。</p><p>根据分析师Claus Aasholm去年12月分享的数据，HGX H20销售表现非常好，环比增长50%，而H100业务“仅”环比增长25%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c12c8ddba7c9dfb0a0730bdbeb3f3c4b\" title=\"\" tg-width=\"1000\" tg-height=\"867\"/></p></body></html>","source":"lsy1584082462595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>传英伟达H20也要被禁了</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n传英伟达H20也要被禁了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 09:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw><strong>芯东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>股价应声下跌4%。1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就英伟达对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。这令本周跌宕起伏的英伟达股票再受打击。此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","NVIW.SI":"NVDA 3xLongSG261006","LU0109392836.USD":"富兰克林科技股A","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY 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INC"},"source_url":"https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507952906","content_text":"股价应声下跌4%。1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就英伟达对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。这令本周跌宕起伏的英伟达股票再受打击。此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。美国商务部长提名人霍华德·卢特尼克（Howard Lutnick）是特朗普挑选的负责监督芯片贸易限制的机构的负责人。他在周三的确认听证会上说，他将在半导体控制方面“非常强硬”，但并未提供更多细节。早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。最新报道称，将H20芯片纳入现有贸易限制的想法已被讨论过一段时间。据知情人士透露，美国拜登政府人士建议进行此类限制，但他们最终在离任前没有采取这些措施。英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。根据分析师Claus Aasholm去年12月分享的数据，HGX H20销售表现非常好，环比增长50%，而H100业务“仅”环比增长25%。","news_type":1,"symbols_score_info":{"3NVD.UK":0.6,"NVDS":0.6,"NVDD":0.6,"SNVD.UK":0.6,"NVDS.UK":0.6,"NVIW.SI":0.6,"NVDA":1,"2NVD.UK":0.6,"NVD2.UK":0.6,"NVDY":0.6,"NVDU":0.6,"NVD3.UK":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":9,"commentSize":11,"repostSize":15,"favoriteSize":6,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}