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cover of episode Nvidia Slides on Chip Curbs; China Open to US Dialogue

Nvidia Slides on Chip Curbs; China Open to US Dialogue

2025/4/16
logo of podcast Bloomberg Daybreak: US Edition

Bloomberg Daybreak: US Edition
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John Tucker和Karen Moscow：报道了美国政府对英伟达芯片出口到中国的限制，以及由此造成的英伟达的巨额损失。还报道了ASML控股公司订单低于预期，以及特斯拉暂停从中国进口零部件的计划。 Mike Shepard：解释了美国政府对英伟达H20芯片的担忧，认为其可能被用于中国的超级计算机。 Caroline Leavitt：代表白宫表示，中国需要与美国达成协议，美国不需要与中国达成协议，因为中国需要美国的消费者和金钱。 Michael McKee：分析了美联储主席鲍威尔在芝加哥的讲话，以及投资者对特朗普关税政策的不确定性。 Amy Morris：报道了美国共和党人正在考虑为最富有的美国人设立一个新的税级。 Kriti Gupta：深入分析了美国对英伟达芯片出口的限制，以及英伟达为规避这些限制而采取的措施，并讨论了这些限制对英伟达以及整个科技行业的影响。她还讨论了中国在人工智能技术方面的竞争力，以及英伟达在美国进行大规模投资的战略决策。

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Chapters
Nvidia's stock drops after it announces a $5.5 billion write-down due to US restrictions on selling its H20 chip in China. This highlights the escalating tech war between the US and China and its impact on chip-sector earnings and China's tech ambitions. Other chipmakers like ASML Holding also face challenges due to tariffs and trade war concerns.
  • Nvidia's $5.5 billion write-down due to US restrictions on selling H20 chip in China
  • US government's concern about potential use of H20 chip in Chinese supercomputers
  • Disappointing report from ASML Holding with lower-than-expected orders and uncertainty about tariff impact
  • Tesla suspending plans to ship components from China due to high tariffs

Shownotes Transcript

On today's podcast: 1) Nvidia slides after it warns Trump's curbs on China chips will cost it billions. The US government has restricted Nvidia from selling its H20 chip in China, escalating the tech battle between Washington and Beijing. Restrictions and trade war concerns are expected to negatively impact chip-sector earnings and China's ambitions to compete on the global tech stage.2) China says it is open to trade talks if President Trump's Administration shows more respect. China wants the US to show more respect by reining in disparaging remarks by members of Trump's cabinet before agreeing to trade talks. Beijing also wants a more consistent US position and a willingness to address China's concerns around American sanctions and Taiwan.3) Investors await a key speech by Fed Chair Jay Powell. Powell is making a speech in Chicago as traders look for hints on how the Fed will manage rates as President Trump aims to implement his tariff policy, and they're also following retail sales data today.

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