Nvidia Corp (NASDAQ:NVDA) stock is trading lower Wednesday amid reports indicating that Nvidia and Intel Corp (NASDAQ:INTC) suppliers are reevaluating their manufacturing strategy in Mexico due to the threat of tariffs.
President-elect Donald Trump has pledged a 25% tariff on all imports from Mexico, a critical manufacturing hub for companies like Nvidia, Advanced Micro Devices Inc (NASDAQ:AMD), and Intel.
According to Nikkei Asia, both manufacturers are scrambling to address the potential impact of these tariffs.
Some firms are increasing their production capacities within the U.S., while others have halted planned construction projects in Mexico.
Trump's tariff plan, announced on Monday, includes a 25% levy on imports from Canada and an additional 10% tariff on goods from China, signaling a broad trade shift under the incoming administration.
Recently, Intel and the Biden-Harris Administration jointly announced that the U.S. Department of Commerce will allocate up to $7.86 billion to Intel under the CHIPS and Science Act. This funding will back semiconductor production and advanced packaging initiatives at Intel's sites in Arizona, New Mexico, Ohio, and Oregon.
Microsoft Corp (NASDAQ:MSFT) CEO Satya Nadella emphasized the company's dedication to Mexico during his 2024 Microsoft AI Tour address. Nadella revealed a three-year $1.3 billion investment plan focused on advancing AI infrastructure, enhancing digital marketing efforts, and expanding AI skill-building initiatives.
Nvidia has soared over 184% year-to-date, but its performance has plateaued in the past five months, creating a crossroads for investors, according to Direxion's Ed Egilinsky. He notes the pause suggests the stock might be priced to perfection, leaving traders closely monitoring for its next move.
Egilinsky highlights that while Nvidia leads the AI sector, maintaining its edge may require higher R&D investments, which could impact its financial projections. Geopolitical risks, particularly U.S. tariffs and global trade policies, also pose challenges, potentially affecting Nvidia's revenue from China.
Despite these uncertainties, Nvidia's AI growth outlook remains strong. Key partners like Microsoft, Amazon.com Inc (NASDAQ:AMZN), and Meta Platforms Inc (NASDAQ:META) heavily depend on Nvidia's chips for cloud, machine learning, and data centers, driving demand. Egilinsky believes this demand could push Nvidia to record highs, provided the company effectively manages geopolitical risks.
Price Action: Nividia stock is down 1.24% at $135.23 premarket at last check Wednesday.
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英偉達公司（納斯達克股票代碼：NVDA）股價週三走低，原因是有報道稱，由於關稅的威脅，英偉達和英特爾公司（納斯達克股票代碼：INTC）的供應商正在重新評估其在墨西哥的製造戰略。
當選總統唐納德·特朗普已承諾對從墨西哥進口的所有商品徵收25％的關稅，墨西哥是英偉達、先進微設備公司（納斯達克股票代碼：AMD）和英特爾等公司的關鍵製造中心。
根據日經亞洲的說法，兩家制造商都在爭先恐後地應對這些關稅的潛在影響。
一些公司正在提高在美國境內的生產能力，而另一些公司則停止了計劃在墨西哥的建築項目。
特朗普週一宣佈的關稅計劃包括對從加拿大進口的商品徵收25％的稅，對來自中國的商品額外徵收10％的關稅，這表明即將上任的政府領導下的貿易發生了廣泛的轉變。
最近，英特爾和拜登-賀錦麗政府聯合宣佈，根據CHIPS和科學法案，美國商務部將向英特爾撥款高達78.6億美元。這筆資金將支持英特爾位於亞利桑那州、新墨西哥州、俄亥俄州和俄勒岡州的工廠的半導體生產和先進封裝計劃。
微軟公司（納斯達克股票代碼：MSFT）首席執行官薩蒂亞·納德拉在2024年微軟人工智能巡迴演講中強調了該公司對墨西哥的奉獻精神。納德拉透露了一項爲期三年的13億美元投資計劃，重點是推進人工智能基礎設施，加強數字營銷工作和擴大人工智能技能建設計劃。
根據Direxion的埃德·埃吉林斯基的說法，英偉達今年迄今已飆升了184％以上，但其表現在過去五個月中一直處於停滯狀態，這爲投資者創造了十字路口。他指出，暫停表明該股的定價可能達到完美，這使交易員密切關注其下一步走勢。
埃吉林斯基強調，儘管英偉達在人工智能領域處於領先地位，但保持其優勢可能需要更多的研發投資，這可能會影響其財務預測。地緣政治風險，尤其是美國的關稅和全球貿易政策，也構成挑戰，可能會影響英偉達在中國的收入。
儘管存在這些不確定性，但英偉達的人工智能增長前景仍然強勁。微軟、亞馬遜公司（納斯達克股票代碼：AMZN）和Meta Platforms Inc（納斯達克股票代碼：META）等主要合作伙伴嚴重依賴英偉達的雲、機器學習和數據中心芯片，推動了需求。埃吉林斯基認爲，只要英偉達有效管理地緣政治風險，這種需求可能會將英偉達推至歷史新高。
價格走勢：在週三的最後一次盤前檢查中，Nividia股價下跌1.24％，至135.23美元。
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