发生了什么？英伟达盘中暴跌近8%，美股芯片股一度蒸发730亿美元市值

华尔街见闻2023-10-18

周二美股盘中，英伟达一度重挫7.8%，创2022年12月以来最大盘中跌幅。费城半导体指数盘中跌幅超过2%。据国内多家媒体报道，拜登政府10月17日更新了针对人工智能（AI）芯片的出口管制规定，计划阻止英伟达等公司向中国出口先进的AI芯片。周二，据国内多家媒体报道，拜登政府10月17日更新了针对人工智能（AI）芯片的出口管制规定，计划阻止英伟达等公司向中国出口先进的AI芯片。根据最新的规则，英伟达...

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衣鱼
2023-10-18
衣鱼
因为华为太强了[开心]

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Nvidia plunged nearly 8% in intraday trading, and US chip stocks once evaporated the market value of 73 billion US dollars","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/9fc0444ae6091caefe2cd5f693262e3e","symbols_score_info":{"NVDA":1},"content_text":"周二美股盘中，英伟达一度重挫7.8%，创2022年12月以来最大盘中跌幅。费城半导体指数盘中跌幅超过2%。据国内多家媒体报道，拜登政府10月17日更新了针对人工智能（AI）芯片的出口管制规定，计划阻止英伟达等公司向中国出口先进的AI芯片。周二，据国内多家媒体报道，拜登政府10月17日更新了针对人工智能（AI）芯片的出口管制规定，计划阻止英伟达等公司向中国出口先进的AI芯片。根据最新的规则，英伟达包括A800和H800在内的芯片对华出口都将受到影响。新规将在向公众征求30天意见后生效。据中国基金报报道，去年，由于政府的限制，英伟达无法向中国客户出售其两款最先进的人工智能芯片A100和H100，这些芯片已成为开发聊天机器人和其他人工智能系统的行业标准。但是，英伟达很快就为中国市场发布了这些芯片的“替代版”，在去掉芯片的部分性能后，从而绕过了美国的出口管制。其中被调试后的H800芯片，在部分人工智能工作中的计算能力不亚于功能更强大但被封锁的H100芯片。英伟达方面回应第一财经称：“我们遵守所有适用的法规，同时努力提供支持不同行业的数千种应用产品。鉴于全球对我们产品的需求，我们预计（新规）短期内不会对我们的财务业绩产生实质性的影响。”此外，美国还把国内的13家公司列入实体清单。本次新增的公司主要为两家公司的子公司：壁仞、摩尔线程，这两家公司主要研发GPU。中国外交部官网显示，10月16日，外交部发言人毛宁主持例行记者会。有记者提问，美国将采取措施阻止美芯片制造商规避政府限制向中国出售半导体。此举旨在解决漏洞问题，是拜登政府为阻止更多人工智能芯片出口即将采取的行动之一。中方对美方扩大对华芯片出口限制有何评论？毛宁表示，中方已多次就美国对华芯片出口管制表明立场。美方应当停止将经贸科技问题政治化、工具化、武器化，停止扰乱全球产供链稳定。中方将密切关注有关动向，坚决维护自身权益。周二美股盘中，英伟达一度重挫7.8%，创2022年12月以来最大盘中跌幅。费城半导体指数盘中跌幅超过2%，美股芯片股合计蒸发730亿美元市值。其他重要个股方面，SLAB跌4.3%，英特尔、AMD、博通、迈威尔科技跌2.7%-2.5%，思佳讯跌1.5%，高通跌1.4%，阿斯麦跌0.9%。有分析师表示，相关新规是预料之中的。虽然这些限制不会对英伟达短期产生太大影响，但可能会削弱其长期前景。业内知名分析师郭明𫓹也同意这种观点，称英伟达无疑将受到新禁令的负面影响。郭明𫓹还表示，英特尔可能是大输家。此外，如果AMD股价因新规大跌，则可能创造出短线的买点，因为其主要客户以北美CSP/服务平台商为主。","kind":"highlight","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":1},"commentList":[{"id":231748493082896,"gmtCreate":1697587967748,"gmtModify":1697593623928,"author":{"id":"3525767476057351","authorId":"3525767476057351","name":"衣鱼","avatar":"https://static.tigerbbs.com/d269bbb806cf0b499b1ef53ab0915d4d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3525767476057351","authorIdStr":"3525767476057351"},"htmlText":"因为华为太强了[开心]&nbsp;&nbsp;","listText":"因为华为太强了[开心]&nbsp;&nbsp;","text":"因为华为太强了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/231748493082896","repostId":2376343218,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":3,"commentSize":1,"repostSize":1,"favoriteSize":3,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2376343218"}