Nvidia Corp. cov khoom lag luam poob rau hauv kev lag luam txuas ntxiv hnub Wednesday tom qab tus kws tshaj lij cov duab-chip tau tshaj tawm tias tsoomfwv Meskas tab tom nrhiav kev txwv nws cov ntaub ntawv-chaw ua lag luam hauv Suav teb.
In ib daim ntawv mus rau Securities thiab Exchange Commission, Nvidia
NVDA,
qhia tias Tebchaws Meskas tau teeb tsa cov ntawv tso cai tshiab rau nws A100 thiab Tom ntej no H100 integrated circuits - Nvidia cov khoom ua tau zoo tshaj plaws rau cov servers - hauv kev muag khoom rau Tuam Tshoj thiab Russia. Cov ntaub ntawv tshwj xeeb hais tias Nvidia qhov kev kwv yees rau lub quarter tam sim no suav nrog qhov xav tau $ 400 lab hauv cov ntaub ntawv-chaw muag rau Tuam Tshoj uas tuaj yeem cuam tshuam los ntawm kev txav mus los; Nvidia tam sim no tsis muag cov khoom hauv Russia.
"Peb tab tom ua haujlwm nrog peb cov neeg siv khoom hauv Suav teb kom ua tiav lawv cov phiaj xwm lossis kev yuav khoom yav tom ntej nrog lwm cov khoom lag luam thiab yuav nrhiav tau cov ntawv tso cai uas hloov pauv tsis txaus," tus cev lus Nvidia tau hais hauv email. "Tsuas yog cov khoom tam sim no uas yuav tsum muaj daim ntawv tso cai tshiab yog A100, H100 thiab cov tshuab xws li DGX uas suav nrog lawv."
Nvidia shares poob ntau dua 4% hauv kev ua lag luam tom qab teev tom qab kaw nrog 2.4% poob ntawm $ 150.94. Cov khoom lag luam tau poob qis 48.7% txog rau tam sim no xyoo no thaum muaj kev sib tw hauv nws lub lag luam gaming-chip, thaum S&P 500 Performance index
SPX,
tau poob 16.4%.
Thaum kev muag khoom ntawm daim npav ua si tau poob qis hauv lub hlis tsis ntev los no tom qab cov khoom muag tau tsim, Nvidia kev lag luam tau tso siab rau cov ntaub ntawv muag khoom. Cov ntaub ntawv-cov nyiaj tau los tau nce mus txog $ 10.6 nphom xyoo tas los los ntawm $ 6.7 nphom xyoo dhau los, thiab cov kws tshuaj ntsuam qhov nruab nrab cia siab tias cov neeg siv khoom muag yuav ncav cuag $ 15.79 nphom xyoo no, raws li FactSet.
Hnub Wednesday cov xov xwm tuaj yeem cuam tshuam kev lag luam yav tom ntej hauv cov ntaub ntawv-nruab nrab ntu, raws li Nvidia tau lees paub hauv daim ntawv thov tias kev txhim kho H100 tuaj yeem cuam tshuam thiab "txhua lub neej yav tom ntej Nvidia kev sib koom ua ke ua tiav ob qho kev ua haujlwm siab tshaj plaws thiab chip-rau-chip I / O kev ua haujlwm. sib npaug los yog ntau tshaj qhov pib uas muaj qhov sib npaug ntawm A100, nrog rau txhua qhov system uas suav nrog cov circuits "yuav ntsib tib qhov kev xav tau.
"Qhov yuav tsum tau muaj daim ntawv tso cai tshiab yuav cuam tshuam rau lub tuam txhab muaj peev xwm ua kom tiav nws txoj kev loj hlob ntawm H100 raws sijhawm lossis txhawb nqa cov neeg siv khoom ntawm A100 uas twb muaj lawm thiab tej zaum yuav xav kom lub tuam txhab hloov qee yam haujlwm tawm ntawm Tuam Tshoj," SEC cov ntaub ntawv nyeem. "Lub tuam txhab tau koom nrog [Tsoomfwv Meskas] thiab tab tom nrhiav kev zam rau lub tuam txhab kev txhim kho sab hauv thiab kev txhawb nqa kev ua haujlwm."
Nvidia tau hais tias tsoomfwv txoj cai lij choj tshiab yuav tsum "hais txog qhov pheej hmoo uas cov khoom lag luam them yuav raug siv los yog hloov mus rau, 'kev siv tub rog' lossis 'tub rog siv' hauv Suav teb thiab Russia. Tebchaws Asmeskas tau ua ntau xyoo los tiv thaiv Tuam Tshoj cov tub rog los ntawm kev tau txais cov khoom siv hluav taws xob zoo tshaj plaws, suav nrog kev thaiv cov kev xav tau los ntawm Tuam Tshoj niam txiv tuam txhab thiab txwv kev muag khoom.
Lwm tus neeg Asmeskas cov neeg ua haujlwm ntawm cov chips server kuj pom cov nyiaj poob qis hauv kev ua lag luam tom qab hnub Wednesday, txawm tias Nvidia zoo li yog lub tuam txhab cuam tshuam los ntawm kev txiav txim siab. Advanced Micro Devices Inc.
AMD,
Kev sib koom poob qis txog 2%, thaum Intel Corp.
INTC,
shares poob txog 0.3%.
Tau qhov twg los: https://www.marketwatch.com/story/nvidia-stock-falls-after-us-moves-to-restrict-its-data-center-sales-in-china-11661983697?siteid=yhoof2&yptr=yahoo