$XIAOMI-W (01810.HK)$
Xiaomi Corporation 2024 annual earnings conference call is scheduled for March 18 at 8:30 AM ET /March 18 at 8:30 PM SGT /March 18 at 11:30 PM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from Xiaomi's 2024 annual earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what Xiaomi's management has to say!
Disclaim...

$NVIDIA (NVDA.US)$
NVIDIA GTC - China AI Day is scheduled for March 17 at 9:30 PM ET /March 18 at 9:30 AM SGT /March 18 at 12:30 AM AEST. Subscribe to join the live feed now!
AI technology is maturing rapidly, with its applications in various industries being truly eye-catching. From over 40 online sessions across industries and application areas at this year's GTC conference, China AI Day has hand-picked 13 must-listen sessions. These cover popular topi...

Hey mooer! Attention AI enthusiasts, $NVIDIA (NVDA.US)$ GTC 2025 is coming! 🚀
NVIDIA GTC 2025 is returning to San Jose from March 17-21, bringing together industry leaders to explore the future of quantum computing and AI. This premier event offers a unique opportunity to dive deep into cutting-edge technologies that are shaping our future.
Highlights:
– Keynote speech by NVIDIA CEO Jensen Huang (March 18, 10:00 a.m. PT) on the topic "Driving t...

$NVIDIA (NVDA.US)$ Familiar flavors, familiar recipes.

$NVIDIA (NVDA.US)$
NVIDIA Q4 FY2025 earnings conference call is scheduled for February 26 at 5:00 PM EDT /February 27 at 6:00 AM SGT /February 27 at 9:00 AM AEDT. Subscribe to join the live earnings conference with management NOW!
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What do you expect from NVIDIA's Q4 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what management has to say!
Disclaimer:
This presentation is for information ...

$NVDA 250221 143.00C$ tomorrow 142.200

$NVIDIA (NVDA.US)$ Even if the USA imposes tariffs on chips imported from China, NVIDIA still has the ability to pass on the cost through price increases, and the impact on its performance may be limited. Let's analyze this logic more deeply:
🔍 1. The extent to which tariffs affect NVIDIA
The impact of Trump's tariffs is mainly reflected in two aspects:
1️⃣ The Impact on NVIDIA's Supply Chain
• NVIDIA mainly relies on Taiwan Semiconductor Manufacturing Company (TSMC) for chip production, and since TSMC is located in Taiwan, the tariffs mainly affect the Chinese market rather than NVIDIA's production costs.
• However, some backend packaging and testing processes still involve China (such as JCET Group Co., Ltd.), and if tariffs are increased, these costs may rise.
2️⃣ The Impact on NVIDIA in the Chinese Market
NVIDIA's high-end AI chips (such as H100, H200) can no longer be directly sold to China due to US export controls, can only provide special edition H20.
If tariffs are imposed, the price of H20 may increase, but considering that there are no alternatives in China, customers may still continue to purchase, and NVIDIA only needs to adjust the price to pass on the cost of the tariff.
📊 2. NVIDIA can raise prices to pass on costs.
• AI芯片市场基本处于英伟达垄断，AMD、英特尔虽然有竞争产品，但性能、软件生态无法替代英伟达。
• 大型科技公司（如微软、谷歌、Meta、亚马逊）都需要英伟达的AI芯片，即使涨价，它们也只能接受。
• 由于供不...