女大-6.3%

[bam]

聚聚是不把股市彻底锤爆不罢休啊

[BigNothing]

AMD -6.4%, 管AMD啥事？

[bam]

AMD -6.4%, 管AMD啥事？

一条绳上的蚂蚱

[fulvshou]

现在不到20%没人关心

[money]

女大最新季度总营收393亿，净收益220亿
如果H20每季度交过路费55亿，跌6%根本不够
(原话：Nvidia said on Tuesday that it will take a quarterly charge of about $5.5 billion tied to exporting H20 graphics processing units to China and other destinations)

现在不到20%没人关心

[milkman]

“Nvidia said on Tuesday that it will take a quarterly charge of about $5.5 billion tied to exporting H20 graphics processing units to China and other destinations”

does not mean Nvidia will lose $5.5 billion every quarter going forward.

Instead, it means:
• Nvidia is taking a one-time accounting charge (or loss on paper) of $5.5 billion this quarter, not every quarter.
• This charge is related to inventory or revenue impacts due to export restrictions or changes in demand for its H20 GPUs in China and other regions.
• It’s likely related to U.S. export regulations that limit what high-end chips can be sold to China, affecting Nvidia’s ability to ship those GPUs and potentially forcing them to write down inventory or expected revenue.

So, it’s more of a financial adjustment this quarter rather than an ongoing cost.

[money]

尽管如此
你就说5月这次财报得有多难看+指引有多难看
这一拳打下去，又是至少半年，甚至一年才能缓过神（供应链要调整）
最直接的办法，就是不再做憋的生意了，以后这种负面新闻伤不着

“Nvidia said on Tuesday that it will take a quarterly charge of about $5.5 billion tied to exporting H20 graphics processing units to China and other destinations”

does not mean Nvidia will lose $5.5 billion every quarter going forward.

Instead, it means:
• Nvidia is taking a one-time accounting charge (or loss on paper) of $5.5 billion this quarter, not every quarter.
• This charge is related to inventory or revenue impacts due to export restrictions or changes in demand for its H20 GPUs in China and other regions.
• It’s likely related to U.S. export regulations that limit what high-end chips can be sold to China, affecting Nvidia’s ability to ship those GPUs and potentially forcing them to write down inventory or expected revenue.

So, it’s more of a financial adjustment this quarter rather than an ongoing cost.

[BigNothing]

DXY正在持续下滑。明天注定是不平静的一天。

[becky]

DXY正在持续下滑。明天注定是不平静的一天。

这是啥

[becky]

put能翻几倍？下周五到期的

[BigNothing]

这是啥

美元指数。