Nvidia said it is planning to build AI servers worth as much as $500 billion in the US over the next four years with help from partners such as TSMC, the latest American tech firm to back the Trump administration’s push for local manufacturing.Monday’s announcement includes production of its Blackwell AI chips at TSMC’s factory in Phoenix, and supercomputer manufacturing plants in Texas by Foxconn and Wistron that are expected to ramp up in 12 to 15 months.The move aligns the AI chip giant, majority of whos ...

美国总统特朗普：英伟达关于建设人工智能服务器的决定是由于选举和关税因素所致。 ...

英伟达盘中跌幅扩大至1%，美国总统特朗普兜售英伟达4月14日稍早宣布的美国投资计划，宣称该公司是如 此值得高度赞赏。 ...

As Nvidia’s (NASDAQ: NVDA) stock price establishes above the $100 support zone, technical indicators suggest the semiconductor giant is facing a possible 50% crash.Notably, Nvidia shares initially plunged amid rising U.S.-China trade tensions but rebounded late Friday on reports that the White House had exempted key sectors like semiconductors from retaliatory tariffs.Although the stock is showing strength for now, the possibility of further downside remains, especially as President Donald Trump has announc ...

Nvidia said Monday it had started producing chips at factories in Arizona and would build supercomputers in Texas, bringing the manufacturing of the key technology behind generative AI to the US.The news comes as tariffs announced by President Trump have spurred anxiety about the cost of importing technology and products historically manufactured overseas. Most of the tariffs announced this month have been put on hold after a major stock market decline, and the Trump administration exempted some electronics ...

标普500指数涨幅收窄至不足0.5%，美股盘初一度一度涨约1.8%。英伟达转跌，盘初一度涨约3%。费城 半导体指数转跌。纳斯达克100指数涨幅收窄至不足0.4%，成分股AppLovin目前跌2.6%，博通跌2.5%， 迈威尔科技跌2.1%，特斯拉跌1.5%，亚马逊跌1.4%，Meta跌1.3%，苹果目前涨2.2%，美光科技涨 2.3%，Palantir涨4.3%，拼多多ADR涨5.3%表现第二，Grail涨7.88%。 ...

I'm specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I graduated from UCLA with a degree of Business Economics and UMich Ross School of Business with a Master of Accounting. I'm a senior analyst at a multi-strategy hedge fund. In my opinion, HODL can't generate significant alpha or maintain a high Sharpe ratio over the long run. Seeking Alpha requires active management and minimizing opportunity costs. Investors should understand seeking a high positive ...

Nvidia is going (partially) American-made. The company announced on Monday that it planned to begin manufacturing some of its products in the US for the first time.Nvidia said it's already begun production of Blackwell chips at TSMC's facilities in Phoenix while the company works to construct "supercomputer manufacturing plants" in Texas — partnering with Foxconn in Houston and Wistron in Dallas. Foxconn, the world's largest electronics manufacturer, is a partner and a customer of Nvidia's. The firm, most ...

文章核心观点 英伟达宣布首次生产完全美国制造的AI超级计算机及芯片，未来四年将与多方合作在美国生产价值5000亿美元的AI基础设施，这一举措与其他美国科技巨头一致，同时行业面临美国关税政策不确定性，台积电有相关投资和业绩情况 [2][3] 英伟达相关 - 北京时间4月14日晚宣布首次生产完全美国制造的AI超级计算机，全球性能最强的Blackwell AI芯片也将首次在美国制造 [2] - 未来四年将通过与台积电、富士康等合作，在美国生产价值高达5000亿美元的AI基础设施 [3] - Blackwell芯片已在台积电亚利桑那州工厂开始生产，将与富士康和纬创资通分别在休斯顿和达拉斯建设超级计算机制造工厂，预计12 - 15个月内量产 [3] - 正与Amkor和SPIL合作在亚利桑那州开展封装和测试业务 [3] - 创始人兼首席执行官黄仁勋称全球AI基础设施的引擎首次在美国建造，引入美国制造有助于满足市场需求、增强供应链和提升韧性 [3] - 黄仁勋3月表示美国提高关税短期影响不大，长期会将生产转移到美国，但未给出具体时间表 [4] 台积电相关 - 曾与英伟达洽谈在美国工厂生产Blackwell芯片，已计划在美国再投资1000亿美元，承诺在亚利桑那州投资650亿美元建设三家工厂，最终将新建五个芯片制造工厂 [4] - SemiAnalysis分析师称未来五年毛利率将下降2至3个百分点，但可能加倍投资海外晶圆厂以降低地缘政治风险，确保获得美国政府优惠待遇并减少关税负担 [5] - 今年1月预计2025年资本支出达到380亿美元至420亿美元，较去年同期增长41% [6] - 本周四召开第一季度业绩电话会议，根据预测截至3月31日的三个月净利润将达到约107.4亿美元 [4][6] 美国关税政策相关 - 特朗普高额关税威胁促使科技巨头将制造业迁回美国，早前苹果宣布未来四年在美国投资5000亿美元 [3] - 特朗普将于当地时间14日公布美国政府对芯片领域关税详细信息 [5] - 美国商务部部长卢特尼克透露智能手机、电脑等部分电子产品将单独征收关税，芯片产品可能在一个月左右征收关税，特朗普豁免“对等关税”，将出台“半导体关税”，但未提及具体税率 [5]

美股三大指数大幅高开，道指涨1.26%，纳指涨2.35%，标普500指数涨1.74%。 纳斯达克中国金龙指数涨幅扩大，现涨4.0%，最新报6785.76点。拼多多涨超6%，京东涨近6%，阿里巴巴涨超5%，蔚来、小鹏 汽车涨近5%。 值得注意的是，据每日经济新闻报道，当地时间4月13日，花旗股票策略师下调美国股市评级，称DeepSeek、欧洲财政立场和贸 易紧张局势等近期事态强化了其对在美国市场以外进行多元化投资的观点。Beata Manthey等该行策略师将美国股市评级从超配 下调至中性。该行策略师称，从GDP和EPS角度来看，"美国例外论"的驱动因素正在消退。 芯片股普涨，美光科技涨逾7%，AMD、英特尔涨约4%，英伟达涨近3%，戴尔科技涨近9%，苹果涨近7%，惠普涨逾5%。 消息面上，据央视新闻报道，美国海关与边境保护局11日晚宣布，联邦政府已同意对智能手机、电脑、芯片等电子产品免除所 谓"对等关税"。央视还援引彭博社报道，该措施可能会在一定程度上缓解美国消费者面临的涨价压力，同时有利于包括苹果公 司和三星电子公司在内的电子巨头。 高盛业绩超预期，股价涨超3%，其第一季度净营收150.6亿美元，同比增长6 ...