Cnbeta.com.tw - April 11, 2025
随着特朗普总统的全球贸易战迅速演变为美国和中国之间针锋相对的关税争夺战，NVIDIA 发现自己正处于这场漩涡的中心，而这种战略地位几乎总是伴随着机遇和挑战。 最近，NVIDIA 获得了特朗普政府的无限制豁免，可以继续在中国销售对人工智能至关重要的 H20 GPU ，这让我们看到了 NVIDIA 增强后的谈判能力。现在，瑞银发布了一份新报告，利用台湾出口的激增（可能受到关税相关拉动的推动）来量化 NVIDIA 在 4 月底当季数据中心销售额的上升空间。瑞银分析师蒂莫西·阿库里 (Timothy Arcuri) 指…
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