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  当地时间4月15日(周二),美股三大股指小幅收跌,英伟达盘后跳水。

  数据显示,英伟达美股盘后持续走低,一度跌6.52%,报104.89美元,市值蒸发1784亿美元(约合人民币13051亿元)。

  消息面上,英伟达表示,因向中国及其他地区出口H20芯片,该公司将在本季度计提约55亿美元费用。

  根据英伟达在周二提交给美国证券交易委员会(SEC)的文件,美国政府已于4月9日通知英伟达,未来向中国及部分其他国家出口H20芯片必须获得出口许可。

  这项披露被视为迄今最明确的信号,显示美国不断收紧的出口限制有可能导致英伟达的高速增长放缓。美国政府认为,这类芯片可被用于构建具备军事用途的超级计算机系统。

  H20是英伟达专为中国市场设计的产品,旨在符合相关出口规定。这款芯片性能接近英伟达面向欧美市场推出的H100和H200芯片,但在互连速度和带宽方面有所降低。英伟达预计,该芯片在2024年将带来120亿至150亿美元的营收。

  今年早些时候,DeepSeek推出具有市场影响力的AI模型,研究过程中就采用了H20芯片。

  拜登政府自2022年起开始限制人工智能芯片出口,并于次年进一步收紧政策,旨在阻止更高性能的AI处理器流向海外。

  除了当前的出口限制,英伟达还将自下月起面临新的限制措施,即拜登政府提出的“AI扩散规则(AIDiffusionRules)”。

  英伟达首席执行官黄仁勋在今年2月的财报电话会上表示,来自中国的营收已降至出口管制前的约50%。他还警告,中国市场的竞争日趋激烈,该公司在年报中连续第二年将华为列为主要竞争对手。

  英伟达还表示,进一步的出口限制可能会抑制行业竞争力,甚至削弱美国在全球科技竞争中的领先地位。该公司还透露,在2022年出口管制出台后,其已将部分业务(包括测试与分销)迁出中国。

  在上个月的公司大会上,当被问及对华出口限制时,黄仁勋回应称,英伟达始终致力于遵守法律规定,但他也强调,全球约一半的AI研究人员来自中国,其中许多人正服务于美国本土的AI实验室。

  英伟达在周二的文件中进一步指出,美国政府已于本周一明确表示,H20芯片的出口许可要求将在“可预见的未来”持续生效。

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