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Huawei 'has got China covered' if the U.S. doesn't participate, Nvidia CEO tells CNBC
CNBC· 2025-06-12 16:38
If the U.S. continues to impose AI semiconductor restrictions on China, then chipmaker Huawei will take advantage of its position in the world's second-largest economy, Nvidia CEO Jensen Huang told CNBC Thursday."Our technology is a generation ahead of theirs," Huang told CNBC at the sidelines of the Viva Technology conference in Paris.However, he warned that: "If the United States doesn't want to partake, participate in China, Huawei has got China covered, and Huawei has got everybody else covered."In the ...
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ZACKS· 2025-06-04 00:16
人工智能主题 - Zacks主题筛选工具涵盖30个动态投资主题 包括前沿技术 可再生能源和医疗创新等领域 帮助投资者聚焦未来趋势[1] - 人工智能主题涵盖从AI软硬件开发到应用技术的多元化公司 涉及自动化 诊断和认知任务等场景[2] - 人工智能技术通过快速迭代处理海量数据 利用神经网络分析模式并自动学习 模拟人类认知功能[3][4] 博通公司分析 - 博通(AVGO)通过扩展AI基础设施技术组合巩固领导地位 包括先进封装技术和定制AI加速器开发[5] - 公司最新季度AI营收达41亿美元 同比激增77% 主要受益于AI解决方案需求强劲[7] - 预计Q2 AI半导体营收将达44亿美元 当前季度共识预期显示EPS同比增长42% 营收增长20%[7][8] - 公司Zacks评级为"买入"(Rank 2) 当前财年盈利前景乐观[5] 市场动态 - 博通即将在本周公布季度财报 近期业绩强势与AI热潮密切相关[8][9] - Zacks人工智能主题筛选工具将博通列为顶级推荐标的 反映其在AI产业链的核心地位[11]