英伟达股价在创纪录高点后大幅下跌

币界网Publicado em 2024-08-08Última atualização em 2024-08-08

币界网报道:

一直处于人工智能前沿的领先芯片制造商英伟达的股价在今年早些时候飙升至历史新高后大幅下跌。这家曾经拥有2万亿美元市值,甚至超过3万亿美元的公司现在面临着高度的市场波动。

此后,Nvidia的市值大幅下降,下降了9000亿美元。英伟达的股价在6月18日突破135.58美元,此前该公司进行了10比1的股票分割,并取得了令人印象深刻的财务业绩。

英伟达股价经历大幅波动和回调

该公司2025财年第一季度的收入为260亿美元,比上一年增长了262%。这是由于对Nvidia芯片的高需求。然而,在这一快速上涨之后,英伟达的股价大幅下跌,此后英伟达股价从峰值下跌了27%。

英伟达的市值在创下新高后一周内也大幅下降,该公司在三个交易日内市值损失了5000多亿美元。这种下降也影响了欧洲和亚洲的芯片制造商。

这家芯片制造商面临着来自监管机构的几项挑战,监管机构一直非常关注市场竞争。Nvidia目前占据了人工智能(AI)芯片市场约90%的份额。

地缘政治紧张局势导致英伟达股价近期下跌

7月,包括英伟达在内的全球芯片股下跌,此前有报道称美国可能对中国实施出口限制。有报道称,拜登政府计划限制向中国出口先进的芯片制造设备。

此外,出售是由美国前总统唐纳德·特朗普关于台湾的言论引发的。杰富瑞和美国银行的分析师指出,市场对这些地缘政治风险过于乐观。

英伟达的股票本周早些时候也下跌了。该公司的股价在开盘时下跌,此前有报道称,由于设计问题,其Blackwell AI平台的发货可能会延迟至少三个月。今年早些时候,在5月英伟达2025财年第一季度电话财报会议上,首席执行官黄仁勋表示,“我们今年将看到Blackwell的大量收入。”

英伟达将于8月28日公布其2025财年第二季度的盈利报告,这可能会让人们更多地了解该公司的财务状况和计划。

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