The AI chipmaking powerhouse traded in a narrow band between $158.39 and $160.22, demonstrating steady buying pressure throughout the session. Despite hitting a new all-time high, trading volume reached approximately 135 million shares, well below its 50-day average of 247 million. Within the semiconductor landscape, rival Advanced Micro Devices (AMD 2.24%) posted a better gain of 2.2% to close at $137.82, reinforcing the AI chip sector's resilience. Meanwhile, traditional chipmaker Intel (INTC 7.29%) jumpe ...

核心观点 - 公司预计第二季度将因美国出口限制损失约80亿美元收入 主要由于无法向中国出口H20 AI芯片 [1] - 公司对中国市场依赖度高 需计提45亿美元未售库存及未来芯片订单减值 [2] - 失去中国市场可能减缓公司长期增长 并加速中国本土芯片制造商的技术追赶 [3] - 公司正寻求沙特阿拉伯、欧盟等地区AI基础设施合作以弥补损失 但中国市场体量难以替代 [4] - 行业竞争对手AMD和英特尔同样面临出口限制带来的业务压力 [6] 财务影响 - 公司第二季度收入预期为450亿美元 环比增长2% 为过去九个季度最低增速 [1] - 股价年初至今上涨7.1% 略高于行业6%的平均涨幅 [9] - 公司远期市盈率为30.48倍 低于行业平均32.79倍 [11] - 2026财年及2027财年盈利预期分别上调至同比增长42%和31% 近7天和30天内持续获上调 [12] 竞争格局 - AMD被禁止向中国出口MI308 GPU 预计损失8亿美元收入 影响其AI加速器业务扩张 [7] - 英特尔Gaudi 3芯片出口受限 可能影响其销量目标达成 进一步压缩本已紧张的利润率 [8] 估值数据 | 财务指标 | 当前季度(7/2025) | 下一季度(10/2025) | 当前财年(1/2026) | 下一财年(1/2027) | |----------|------------------|-------------------|------------------|------------------| | 当前预测 | 1.00 | 1.14 | 4.25 | 5.58 | | 7天前 | 1.00 | 1.14 | 4.24 | 5.58 | | 30天前 | 0.98 | 1.12 | 4.24 | 5.44 | [13]

CoreWeave, D-Wave Quantum, and Quantumscape might be better speculative bets.Cryptocurrencies might be worthwhile plays for investors who have a high tolerance for risk. However, they're also notoriously volatile and difficult to value since they often trade on market hype or murky future expectations regrading their scarcity or utility.So instead of chasing the market's hottest cryptocurrencies right now, it might be smarter to invest in three speculative tech stocks: CoreWeave (CRWV 3.90%), D-Wave Quantum ...

Dublin, May 30, 2025 (GLOBE NEWSWIRE) -- The "Europe Data Center GPUs Market: Focus on Product, Application, and Country - Analysis and Forecast, 2024-2034" report has been added to ResearchAndMarkets.com's offering.The European data center GPUs market is projected to reach $82.2 billion by 2034 from $10.6 billion in 2024, growing at a CAGR of 22.75% during the forecast period 2024-2034. The growing need for high-performance computing to support AI, deep learning, and big data analytics is driving the GPU ...