美股異動|英偉達跌超3% 黃仁勳承認美芯片限令影響巨大
英偉達(NVDA.US)跌超3%,報101.29美元。消息面上,英偉達CEO黃仁勳時隔3個月再次到訪中國,對於此前美政府新增的芯片對華出口限制,黃仁勳承認,該限制對英偉達造成很大影響,中國市場對英偉達的增長尤爲關鍵。
瑞銀髮表研報指,英偉達表示獲美國政府通知,需要取得許可才能向中國等國家出口其H20芯片。按該行討論所得,實際上形同禁止出口。公司爲此計提55億美元費用。報告稱,如果完全撇除H20芯片業務,英偉達每股盈利將遭受約0.2美元的損失。瑞銀仍給予該股“買入”評級,目標價185美元。(格隆匯)
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