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金吾财讯|市场关注美国关税政策发展以及企业业绩表现,美股三大指数表现反复。

数据方面,美国劳工部公布,3月进口物价按月下跌0.1%,市场原估计持平。2月为上升0.2%。期内,出口物价按月持平,符合市场预期。2月升0.5%。3月进口及出口物价,按年分别升0.9%及升2.4%。

国内方面,A股反复偏软,最终收市涨跌不一。沪深两市全天成交额1.08万亿,较上个交易日缩量2003亿。港股亦表现平平,半导体、医药等板块跌幅居前。

1、昨日沪深港:

沪深股市:截至收盘,沪指涨0.15%,深成指跌0.27%,创业板指跌0.13%。

港股:截至收盘,恒指涨0.25%,国企指数涨0.22%,恒生科技指数跌0.71%。

2、隔夜外盘:

美国股市:美国三大股指小幅收跌,道指跌0.38%报40368.96点,标普500指数跌0.17%报5396.63点,纳指跌0.05%报16823.17点。

欧洲股市:欧洲三大股指收盘全线上涨,德国DAX指数涨1.43%报21253.7点,法国CAC40指数涨0.86%报7335.4点,英国富时100指数涨1.41%报8249.12点。

日韩股市:日经225指数收盘涨0.84%报34267.54点,韩国综合指数涨0.88%报2477.41点。

快科技4月16日消息,美国对中国AI算力的封锁已经达到了丧心病狂的地步!不只是大家熟知的NVIDIAH20,就连AMD、Intel同级别产品也不再允许出口。

当地时间4月15日,美国商务部宣布,NVIDIAH20、AMDMI308以及同类型的AI芯片,都增加了新的中国出口许可要求。

美国商务部发言人表示:“美国商务部致力于执行特朗普的指示,维护我们的国家和经济安全。”

NVIDIA透露,美国政府已于4月9日通知他们,H20芯片需要许可才能出口中国,4月14日又进一步告知NVIDIA,这一规定将无限期实施。

目前暂不清楚美国政府会颁发多少这种许可,但肯定不会多。

NVIDIA承认,H20出口中国遭到限制,预计将面临至少55亿美元的损失。

NVIDIAH20是出口中国最多的AI芯片,每个季度的销量增幅都超过50%,据信为NVIDIA贡献了上百亿美元的收入,而腾讯、字节等巨头都曾大批量采购。

AMDMI308也是一款中国特供产品,但因为极为低调,而且销量不算很多,所以并不为人所知。

它是AMDMI300系列的阉割版本,具体规格没有资料,预计仍有304个CU单元、192GBHBM3内存,同样阉割算力、带宽换和互联能力。

此外,Intel也针对中国市场打造了Gaudi2D/3D系列加速器,但必然也会被禁售。

【本文结束】如需转载请务必注明出处:快科技

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