金山云跌4.85% 机构指公司AI面临收入风险

金吾资讯
17 Apr

金吾财讯 | 金山云(03896)股价受压,截至发稿,跌4.85%,报6.08港元,成交额6.01亿港元。消息面上,野村发研报指,英伟达发公告称,美国政府通知该公司,向中国出口其H20人工智能芯片需申请许可证,该芯片具体是为中国市场所设计。英伟达称,2026财年第一财季,与H20产品的库存、采购承诺和相关储备的费用将高达约55亿美元。该行表示,金山云AI面临收入风险,但资本支出负担减少。该行认为,...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10