瑞银发表研报指，英伟达表示获美国政府通知，需要取得许可才能向中国等国家出口其H20芯片。按该行讨论所得，实际上形同禁止出口。公司为此计提55亿美元费用。报告称，如果完全撇除H20芯片业务，英伟达每股盈利将遭受约0.2美元的损失。惟该行又指，如果英伟达以未来四年承诺在美国投资5000亿美元AI基础设施作交换，以换取美国政府废除《人工智能扩散框架》(AI Diffusion Rule)，或将带来一线曙光。

瑞银目前未调整英伟达盈利预测，仍给予“买入”评级，目标价185美元。

海量资讯、精准解读，尽在新浪财经APP

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.