Новые ограничения США на экспорт чипов в Китай обернутся для Nvidia убытками в $5,5 млрд

cryptonews.ruPublished on 2025-02-16Last updated on 2025-04-16

Акции компании Nvidia упали на 6% после сообщения о серьезных экспортных ограничениях на поставки ИИ-чипов в Китай, что может привести к убыткам в размере $5,5 млрд.

Динамика NVDA/USD в течение суток. Источник: Google Finance

Гиганты полупроводниковой индустрии Nvidia и AMD столкнулись с падением стоимости акций в ходе торгов после закрытия рынка. Причиной стало заявление Nvidia о значительных финансовых потерях из-за новых американских ограничений на экспорт чипов искусственного интеллекта в Китай.

Согласно регуляторному документу, опубликованному 15 апреля, Nvidia ожидает около $5,5 млрд убытков, связанных с запасами ИИ-чипов из-за существенных экспортных ограничений, введенных правительством США и затрагивающих бизнес компании с Китаем.

Nvidia сообщила, что 9 апреля правительство США уведомило компанию о необходимости получения экспортных лицензий для популярных интегральных схем H20 и любых чипов с аналогичной пропускной способностью.

Результаты первого квартала, как ожидается, будут включать до примерно $5,5 млрд убытков, связанных с продуктами H20 из-за инвентаризации, обязательств по закупкам и соответствующих резервов.

В ограничениях конкретно упоминаются Китай, Гонконг и Макао, при этом правительство указало, что требование лицензии «устраняет риск того, что указанные продукты могут быть использованы или перенаправлены для суперкомпьютера в Китае».

H20 — это самый продвинутый ИИ-чип, который Nvidia может экспортировать в Китай согласно предыдущим экспортным правилам. Правительственные чиновники призывали к более строгому экспортному контролю над этим чипом, который, как сообщается, использовался для обучения моделей китайского ИИ-стартапа DeepSeek.

Администрация Трампа первоначально приостановила ограничения после встречи президента Трампа с главой Nvidia Дженсеном Хуангом (Jensen Huang) в начале этого месяца, как сообщало NPR.

14 апреля Nvidia объявила о планах потратить сотни миллионов долларов на производство некоторых ИИ-чипов в США в течение следующих четырех лет.

Однако это не предотвратило падение акций в свете последней публикации и прогнозируемого влияния на предстоящий отчет о доходах. «Действительно, ни одна компания не защищена от тарифов», — прокомментировал Kobeissi Letter.

Первый квартал 2026 финансового года Nvidia завершается 27 апреля.

Акции Nvidia и AMD упали после закрытия торгов

Акции Nvidia (NVDA) упали на 6% в ходе торгов после закрытия рынка 15 апреля до $105, согласно данным Google Finance.

Стоимость акций Nvidia снизилась на 22% с начала года, обвалившись на фоне широкого рыночного спада, вызванного эскалацией торговой войны Трампа и угрозами введения тарифов.

Акции конкурирующего производителя чипов Advanced Micro Devices (AMD) продемонстрировали аналогичное падение, снизившись более чем на 7% до $88,55 в ходе торгов после закрытия рынка. Акции AMD упали более чем на 25% с 1 января.

Новые экспортные ограничения США создают значительные трудности для Nvidia, ранее активно развивавшей бизнес с китайскими компаниями. Финансовые последствия этих ограничений будут отражены в предстоящем квартальном отчете компании, что вызывает беспокойство у инвесторов.

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