Shares of Nvidia (NVDA 4.90%) are jumping on Thursday. The chipmaker's stock spiked 3.9% as of 10:30 a.m. ET and was up as much as 6.4% earlier in the day. The move up comes as the S&P 500 (^GSPC 0.33%) gained 0.3% and the Nasdaq Composite (^IXIC 0.62%) gained 0.4%.The artificial intelligence (AI) giant reported its Q1 2026 earnings after the market closed yesterday, once again beating Wall Street's already lofty targets.Nvidia delivers another major quarterThe company released its quarterly numbers, report ...

公司业绩表现 - 公司第一财季收入同比增长69%至440亿美元 超出分析师预期 [2] - 公司股价在盘后交易中上涨约4% 有望创下1月以来新高 [2] - 公司市值在2023年增长近240% 2024年增长超170% 2025年开局艰难但目前已实现年内上涨 [3] 中国市场影响 - 中国500亿美元市场对美国企业实质性关闭 导致公司收入损失数十亿美元 [1][2] - 公司将对无法销售或改用途的库存计提数十亿美元减值 [2] - 特朗普政府4月通知公司H20处理器需出口许可 导致销售立即中断 [4] 产品策略调整 - H20处理器是2022年拜登政府限制AI芯片出口后推出的降速版本 旨在符合美国出口管制 [5] - 美国政府出于国家安全考虑 限制向主要竞争对手出售先进AI芯片 [4] 管理层表态 - CEO明确表达对中国市场情况的不满 [3] - CEO指出行业面临数十亿美元收入损失 主要源于中国市场关闭 [1][2]

Nvidia (NVDA -9.37%) stock is falling fast amid multiple bearish catalysts in Wednesday's trading. The company's share price was down 9.7% as of 3:15 p.m. ET amid a 3% pullback for the S&P 500 and a 4% decline for the Nasdaq Composite.Nvidia's valuation is heading lower today amid multiple bearish catalysts. Yesterday, the company submitted a filing to the Securities and Exchange Commission stating that it would be taking a $5.5 billion write-down following news from the U.S. government that it would now re ...