传特朗普政府拟放松AI芯片出口限制英伟达(NVDA.US)股价大涨3.1%_老虎社区_美港股上老虎

传特朗普政府拟放松AI芯片出口限制英伟达(NVDA.US)股价大涨3.1%

智通财经2025-05-08

智通财经APP获悉，在市场传出特朗普政府可能放松人工智能芯片出口限制的消息后，英伟达(NVDA.US)股价周三盘中强势拉升，收盘上涨3.1%。其他半导体股也普遍走高，受益于该项可能颠覆拜登政府政策的市场预期。据外媒援引知情人士报道，特朗普政府正在考虑撤销原计划生效的AI芯片出口禁令，此举将显著影响英伟达、超微电脑(SMCI.US)和美国超微公司(AMD.US)等相关企业的对外业务布局。AI芯片需求...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

招财进宝3949
·2025-05-08
知情人士...
回复
点赞
举报

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2533944993?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-05-08 06:00","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2533944993","market":"us","top_or_hot":-1,"title":"传特朗普政府拟放松AI芯片出口限制 英伟达(NVDA.US)股价大涨3.1%","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，在市场传出特朗普政府可能放松人工智能芯片出口限制的消息后，英伟达(NVDA.US)股价周三盘中强势拉升，收盘上涨3.1%。其他半导体股也普遍走高，受益于该项可能颠覆拜登政府政策的市场预期。据外媒援引知情人士报道，特朗普政府正在考虑撤销原计划生效的AI芯片出口禁令，此举将显著影响英伟达、超微电脑(SMCI.US)和美国超微公司(AMD.US)等相关企业的对外业务布局。AI芯片需求...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1290526.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","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>传特朗普政府拟放松AI芯片出口限制 英伟达(NVDA.US)股价大涨3.1%</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; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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传特朗普政府拟放松AI芯片出口限制 英伟达(NVDA.US)股价大涨3.1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-08 06:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1290526.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，在市场传出特朗普政府可能放松人工智能芯片出口限制的消息后，英伟达(NVDA.US)股价周三盘中强势拉升，收盘上涨3.1%。其他半导体股也普遍走高，受益于该项可能颠覆拜登政府政策的市场预期。据外媒援引知情人士报道，特朗普政府正在考虑撤销原计划生效的AI芯片出口禁令，此举将显著影响英伟达、超微电脑(SMCI.US)和美国超微公司(AMD.US)等相关企业的对外业务布局。AI芯片需求...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1290526.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0823434740.USD","symbol_name":"BNP PARIBAS US GROWTH \"C\" (USD) INC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1290526.html","article_id":"2533944993","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2533944993","pubTimestamp":1746655200,"columns":[{"name":"政策监管","id":32,"label_key":"policyRegulatory"}],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，在市场传出特朗普政府可能放松人工智能芯片出口限制的消息后，英伟达股价周三盘中强势拉升，收盘上涨3.1%。据外媒援引知情人士报道，特朗普政府正在考虑撤销原计划生效的AI芯片出口禁令，此举将显著影响英伟达、超微电脑 和美国超微公司等相关企业的对外业务布局。AI芯片需求依然高涨，从多家芯片企业的最新财报中可见一斑。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","NVDD":"1倍做空NVDA ETF-Direxion","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","BK4605":"半导体精选","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","BK4529":"IDC概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","NVD2.UK":"2X NVIDIA ETP","NVIW.SI":"NVDA 3xLongSG261006","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","NVD3.UK":"LS 3X NVIDIA","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","BK4581":"高盛持仓","2NVD.UK":"2X NVIDIA ETP","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","BK4527":"明星科技股","NVDS.UK":"LS -1X NVIDIA","SNVD.UK":"LS -1X NVIDIA","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","3NVD.UK":"LS 3X NVIDIA","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","NVDU":"2倍做多NVDA ETF-Direxion","NVDA":"英伟达","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","NVDX":"2倍做多NVDA ETF-T-Rex","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","NVD":"2倍做空NVDA ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC"},"translate_title":"Trump administration is rumored to ease restrictions on AI chip exports. Nvidia (NVDA.US) shares soared 3.1%","themeId":"ede078db9eba3dcc7712ad12ef949e4f","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVD2.UK":0.6,"NVDY":0.6,"NVDA":1,"NVIW.SI":0.6,"NVDS.UK":0.6,"2NVD.UK":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDU":0.6,"NVDS":0.6,"NVDX":0.6,"NVD":0.6},"content_text":"智通财经APP获悉，在市场传出特朗普政府可能放松人工智能芯片出口限制的消息后，英伟达(NVDA.US)股价周三盘中强势拉升，收盘上涨3.1%。其他半导体股也普遍走高，受益于该项可能颠覆拜登政府政策的市场预期。据外媒援引知情人士报道，特朗普政府正在考虑撤销原计划生效的AI芯片出口禁令，此举将显著影响英伟达、超微电脑(SMCI.US)和美国超微公司(AMD.US)等相关企业的对外业务布局。AI芯片需求依然高涨，从多家芯片企业的最新财报中可见一斑。AMD本周二公布的财报显示，其盈利好于预期，同时第二季度的营收指引也超出市场预期，反映出AI芯片领域的强劲增长。受此提振，AMD股价周三上涨1.76%。不过，AMD同时警告称，美国政府的出口管制预计将导致其全年营收损失高达15亿美元，再次突显出口限制对芯片产业带来的重大风险。英伟达方面则早前披露，由于面向中国市场的H20芯片受到新的许可要求，其第一季度财报中将计入约55亿美元的存货和采购承诺相关费用。杰富瑞分析师预计，这可能对其营收带来约100亿美元的冲击。英伟达首席执行官黄仁勋在周二出席Milken Institute年会时指出，中国市场未来几年对AI芯片的需求预计将达到500亿美元。另一家AI服务器制造商超微电脑周二公布财报，收入和盈利均位于指引区间高端，但对于当前季度的展望却令人失望。公司表示，部分客户因英伟达产品线从旧版Hopper过渡到新版Blackwell而推迟采购决策。超微电脑梁见后在电话会议上对分析师表示：“我们对中期和长期的增长依然充满信心，特别是Blackwell产品线的需求非常强劲。”受指引偏弱影响，超微电脑股价周三下跌1.4%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":432801241239888,"gmtCreate":1746698503367,"gmtModify":1746698505119,"author":{"id":"4159440493175012","authorId":"4159440493175012","name":"招财进宝3949","avatar":"https://static.tigerbbs.com/8e494d03934c897b518c892fc5957815","vip":1,"hat":"https://static.tigerbbs.com/2b6219675842600ebb42baa43c645832","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4159440493175012","idStr":"4159440493175012"},"htmlText":"知情人士...","listText":"知情人士...","text":"知情人士...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432801241239888","repostId":2533944993,"repostType":2,"repost":{"id":"2533944993","kind":"news","pubTimestamp":1746655200,"share":"https://www.laohu8.com/m/news/2533944993?lang=zh_CN&edition=full","pubTime":"2025-05-08 06:00","market":"us","language":"zh","title":"传特朗普政府拟放松AI芯片出口限制 英伟达(NVDA.US)股价大涨3.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=2533944993","media":"智通财经","summary":"智通财经APP获悉，在市场传出特朗普政府可能放松人工智能芯片出口限制的消息后，英伟达股价周三盘中强势拉升，收盘上涨3.1%。据外媒援引知情人士报道，特朗普政府正在考虑撤销原计划生效的AI芯片出口禁令，此举将显著影响英伟达、超微电脑 和美国超微公司等相关企业的对外业务布局。AI芯片需求依然高涨，从多家芯片企业的最新财报中可见一斑。","content":"<html><body><p>智通财经APP获悉，在市场传出特朗普政府可能放松人工智能芯片出口限制的消息后，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)股价周三盘中强势拉升，收盘上涨3.1%。其他半导体股也普遍走高，受益于该项可能颠覆拜登政府政策的市场预期。</p><p>据外媒援引知情人士报道，特朗普政府正在考虑撤销原计划生效的AI芯片出口禁令，此举将显著影响英伟达、<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>(SMCI.US)和<a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>(AMD.US)等相关企业的对外业务布局。</p><p>AI芯片需求依然高涨，从多家芯片企业的最新财报中可见一斑。AMD本周二公布的财报显示，其盈利好于预期，同时第二季度的营收指引也超出市场预期，反映出AI芯片领域的强劲增长。受此提振，AMD股价周三上涨1.76%。</p><p>不过，AMD同时警告称，美国政府的出口管制预计将导致其全年营收损失高达15亿美元，再次突显出口限制对芯片产业带来的重大风险。</p><p>英伟达方面则早前披露，由于面向中国市场的H20芯片受到新的许可要求，其第一季度财报中将计入约55亿美元的存货和采购承诺相关费用。<a href=\"https://laohu8.com/S/JEF\">杰富瑞</a>分析师预计，这可能对其营收带来约100亿美元的冲击。英伟达首席执行官黄仁勋在周二出席Milken Institute年会时指出，中国市场未来几年对AI芯片的需求预计将达到500亿美元。</p><p>另一家AI服务器制造商超微电脑周二公布财报，收入和盈利均位于指引区间高端，但对于当前季度的展望却令人失望。公司表示，部分客户因英伟达产品线从旧版Hopper过渡到新版Blackwell而推迟采购决策。</p><p>超微电脑梁见后在电话会议上对分析师表示：“我们对中期和长期的增长依然充满信心，特别是Blackwell产品线的需求非常强劲。”受指引偏弱影响，超微电脑股价周三下跌1.4%。</p></body></html>","source":"stock_zhitongcaijing","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>传特朗普政府拟放松AI芯片出口限制 英伟达(NVDA.US)股价大涨3.1%</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; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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传特朗普政府拟放松AI芯片出口限制 英伟达(NVDA.US)股价大涨3.1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-08 06:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1290526.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，在市场传出特朗普政府可能放松人工智能芯片出口限制的消息后，英伟达(NVDA.US)股价周三盘中强势拉升，收盘上涨3.1%。其他半导体股也普遍走高，受益于该项可能颠覆拜登政府政策的市场预期。据外媒援引知情人士报道，特朗普政府正在考虑撤销原计划生效的AI芯片出口禁令，此举将显著影响英伟达、超微电脑(SMCI.US)和美国超微公司(AMD.US)等相关企业的对外业务布局。AI芯片需求...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1290526.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","NVDD":"1倍做空NVDA ETF-Direxion","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","BK4605":"半导体精选","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","BK4529":"IDC概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","NVD2.UK":"2X NVIDIA ETP","NVIW.SI":"NVDA 3xLongSG261006","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","NVD3.UK":"LS 3X NVIDIA","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","BK4581":"高盛持仓","2NVD.UK":"2X NVIDIA ETP","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","BK4527":"明星科技股","NVDS.UK":"LS -1X NVIDIA","SNVD.UK":"LS -1X NVIDIA","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","3NVD.UK":"LS 3X NVIDIA","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","NVDU":"2倍做多NVDA ETF-Direxion","NVDA":"英伟达","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","NVDX":"2倍做多NVDA ETF-T-Rex","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","NVD":"2倍做空NVDA ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1290526.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2533944993","content_text":"智通财经APP获悉，在市场传出特朗普政府可能放松人工智能芯片出口限制的消息后，英伟达(NVDA.US)股价周三盘中强势拉升，收盘上涨3.1%。其他半导体股也普遍走高，受益于该项可能颠覆拜登政府政策的市场预期。据外媒援引知情人士报道，特朗普政府正在考虑撤销原计划生效的AI芯片出口禁令，此举将显著影响英伟达、超微电脑(SMCI.US)和美国超微公司(AMD.US)等相关企业的对外业务布局。AI芯片需求依然高涨，从多家芯片企业的最新财报中可见一斑。AMD本周二公布的财报显示，其盈利好于预期，同时第二季度的营收指引也超出市场预期，反映出AI芯片领域的强劲增长。受此提振，AMD股价周三上涨1.76%。不过，AMD同时警告称，美国政府的出口管制预计将导致其全年营收损失高达15亿美元，再次突显出口限制对芯片产业带来的重大风险。英伟达方面则早前披露，由于面向中国市场的H20芯片受到新的许可要求，其第一季度财报中将计入约55亿美元的存货和采购承诺相关费用。杰富瑞分析师预计，这可能对其营收带来约100亿美元的冲击。英伟达首席执行官黄仁勋在周二出席Milken Institute年会时指出，中国市场未来几年对AI芯片的需求预计将达到500亿美元。另一家AI服务器制造商超微电脑周二公布财报，收入和盈利均位于指引区间高端，但对于当前季度的展望却令人失望。公司表示，部分客户因英伟达产品线从旧版Hopper过渡到新版Blackwell而推迟采购决策。超微电脑梁见后在电话会议上对分析师表示：“我们对中期和长期的增长依然充满信心，特别是Blackwell产品线的需求非常强劲。”受指引偏弱影响，超微电脑股价周三下跌1.4%。","news_type":1,"symbols_score_info":{"NVD2.UK":0.6,"NVDY":0.6,"NVDA":1,"NVIW.SI":0.6,"NVDS.UK":0.6,"2NVD.UK":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDU":0.6,"NVDS":0.6,"NVDX":0.6,"NVD":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":1,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}