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NVIDIA Newsroom
NVIDIA criticized the Biden administration's chip quota proposal as "broad overreach," but is the fate of the new regulations in Trump's hands?
① After the Biden administration proposed the "AI Chip export quota" plan, NVIDIA immediately spoke out against it; ② Last week, the USA Semiconductor Industry Association and congressional members expressed opposition to this proposal; ③ As the Biden administration has only a few days left in office, this policy will be ultimately decided by Trump.
Express News | Financial Alliance News Selected for January 14th.
Express News | According to market news, NVIDIA CEO Jensen Huang will set out to China this week, visiting major cities, and is expected to arrive in Shenzhen around January 15 to participate in the annual Spring Festival celebration for employees.
Express News | NVIDIA CEO Jensen Huang is reportedly set to visit Beijing, Shanghai, and Shenzhen this week.
Tianfeng's Ming-Chi Kuo: The mass production capacity of the GB200 NVL72 is low, beware of NVIDIA's short-term risks.
Ming-Chi Kuo stated that the shipment volume of the GB200 NVL72 may be significantly lower than expected, currently about 25,000 to 35,000 units. More seriously, repeated delays have resulted in insufficient market confidence; even though the stock price reacted positively in advance, the lack of market confidence can easily amplify or overly interpret related market rumors.
Express News | Nvidia CEO Tours China During Beijing Antitrust Probe, AI Curbs- Bloomberg News
Citigroup: The USA plans to implement a three-tier regulation on AI chip exports, which is expected to negatively affect NVIDIA (NVDA.US) sales in non-U.S. allied regions, and has a short-term negative impact on ASMPT (00522.HK).
Citi has issued a report indicating that the USA intends to implement a three-tier regulation on AI chip exports. The firm believes that the new restrictions may impact NVIDIA's (NVDA.US) sales to non-US allied destinations and will have a short-term negative effect on ASMPT (00522.HK). The difficulty in obtaining American AI chips is increasing day by day, which may accelerate the adoption of domestically produced GPUs by cloud service providers in China, benefiting China's wafer foundries and OSATs, such as JCET Group Co., Ltd. (600584.SS). The firm has rated ASMPT as 'Buy' with a Target Price of 105 yuan, equivalent to a forecasted PE of 25 times this year.
Quantum Concept stocks have crashed again! Following Jensen Huang, Mark Zuckerberg is also coming to "pour cold water".
① Following Jensen Huang, Meta CEO Mark Zuckerberg has become the latest technology company leader to pour cold water on Quantum Computing; ② On Monday, Zuckerberg warned that the application of Quantum Computing will still take several years; ③ Following Zuckerberg's comments, related concept stocks in the US fell sharply again.
CNBC Daily Open: Tech Sells off but AI Isn't Going Anywhere for Now
U.S. stock valuations are high, focus on high dividend investments in 2025.
The S&P 500 has increased by over 20% for two consecutive years, the first time since the late 1990s, making dividends particularly important in this context.
Express News | U.S. stocks after hours: Tesla rises over 2.5%, NVIDIA and Taiwan Semiconductor rise over 1%.
Prediction: This Hypergrowth AI Stock Will Finish 2025 With the Largest Market Cap in the World (Hint: It's Not Nvidia)
Why Nvidia's Quantum Outlook Crushed IonQ and Rigetti Computing
NVIDIA (NVDA.US) latest Blackwell chip reportedly has overheating issues, leading some major clients to reduce their Orders.
The technology news media "The Information" reported that NVIDIA's (NVDA.US) main customers have postponed orders for the latest Blackwell architecture AI chips due to overheating issues with the products. The report indicated that the first batch of racks using Blackwell architecture chips experienced overheating and minor malfunctions when interconnected, affecting major players such as Microsoft's (MSFT.US), Amazon's (AMZN.US) cloud division, Alphabet's (GOOGL.US) Google, and Meta Platforms (META.US).
Express News | CITIC SEC: Focus on the core areas of the Tesla Robot Industry Chain.
Mark Zuckerberg Backs Nvidia CEO Jensen Huang's View On Quantum Computing: 'It's Still Quite A Ways Off'
Futu Morning Report | Major new regulations impact AI Chip stocks! NVIDIA and Oracle strongly oppose; Is there a bet that the yield has peaked? Call Bid in U.S. Treasury ETF surges.
Media: NVIDIA's Blackwell chip rack has encountered issues, leading major customers like Microsoft to reduce some Orders; Trump's advisers have proposed a new tariff idea: use the Emergency Economic Powers Act to increase rates by 2-5% monthly; the new US Treasury Secretary's Hold Positions include the S&P 500, Nasdaq, and Bitcoin.
Express News | S&P 500 Eminis Rise 0.4%, Nasdaq Futures up 0.6%
The "meme stocks" of quantum computing saw a repeat of last week's sharp decline, with QBTS and RGTI both dropping over 30%. After Jensen Huang, Zuckerberg also poured cold water on the situation.
After Huang Renxun stated last week that the application of quantum computing will take several decades, Zuckerberg mentioned that there is still a long way to go before quantum computing becomes a very useful example, with many people estimating it may take over ten years. On Monday, both D-Wave Quantum and Rigetti Computing saw declines of over 30%.
Top 20 by transaction amount | ITCI rose over 34%, Johnson & Johnson plans to acquire the company; Semiconductor stocks fell, Micron dropped over 4%, Taiwan Semiconductor dropped over 3%.
On Monday, the trading volume of the US stock market ranked first, NVIDIA closed down 1.97%, with a transaction volume of 26.797 billion dollars; second place Tesla closed up 2.17%, with a transaction volume of 26.066 billion dollars; fifth place Meta Platforms closed down 1.22%, with a transaction volume of 6.476 billion dollars.