Nvidia盘前下跌，华为这一突破恐令其雪上加霜
老虎资讯综合04-28
周一， 英伟达 （Nvidia，代码：NVDA）盘前股价下跌，因华为在人工智能芯片领域的新突破或将对其构成挑战。这家美国芯片巨头正面临来自中国竞争对手的日益激烈的竞争。
截至美股盘前交易，英伟达股价下跌1.04%至109.85美元。该股在上周五的交易中曾上涨4.3%。
据《华尔街日报》援引知情人士消息，华为已联系多家中国科技企业测试其新一代芯片昇腾910D，该芯片性能有望超越英伟达2022年发布的H100芯片。不过英伟达的H100芯片已被后续的Hopper架构芯片和全新Blackwell AI半导体所取代。
值得注意的是，英伟达已被禁止向中国企业销售其最强大的AI芯片。而据《华尔街日报》报道，华为已准备好向包括国有电信运营商和字节跳动等私营AI开发商在内的客户交付超过80万片昇腾910B和910C芯片。
此前特朗普政府宣布，将对英伟达专为规避美国对华AI出口限制而设计的H20 AI加速器的后续销售实施许可证要求，此举已注定将压缩英伟达在中国市场的份额。数据显示，英伟达2025财年中国市场销售额占比已从2022财年的26%降至13%。
其他芯片制造商盘前同样承压： 美国超微公司 （AMD）盘前下跌0.96%，博通（AVGO）下跌1.08%。
文章源自Barron's《Nvidia Stock Is Falling. This Huawei Breakthrough Is Not Going to Help.》
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