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新推出產品的利潤率通常較低,這是因為持續的質量問題和生產線產能等。 目前出售給中國的那些較不先進的芯片可能帶來更高的利...

新推出產品的利潤率通常較低,這是因為持續的質量問題和生產線產能等。
目前銷售給中國的那些不那麼先進的晶片可能帶來較高的利潤率。總營業收入的12%是一大筆。
透過推動中國完全依靠自家晶片,可能會使他們在未來幾年內放緩步伐,但當他們反彈時,他們將成為英偉達的強大競爭對手。
@10baggerbamm:I think Nvidia should take the stance the same exactly as Karp of Pltr. and I think Jensen should cut off all sales voluntarily 100% to China. there's so much business for NVIDIA between sovereign Nations that are allies of the United States hyperscalers and companies that are building out their AI Network, Nvidia does not need any revenues from China in order to excel. they're 100% pre-sold all of Blackwell within allotment if anyone cancels there's people standing in line waiting to buy anything they can get their hands on. it's my feeling that if Jensen takes a proactive stance and does this Nvidia stock goes straight up. it will no longer be the subject of political leaders using the company as a pawn in their economic trade war games.
市場傳聞:英偉達否認向中國供貨減少
免責聲明:社區由Moomoo Technologies Inc.提供,僅用於教育目的。 更多信息
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