据彭博社，Nvidia 在监管文件中披露，美国政府已通知公司，其为应对先前出口限制而设计的 H20 芯片未来出口至中国将需获得许可，且该要求“无限期”有效。受此影响，Nvidia 预计将在本财季计入约 55 亿美元的相关损失，涉及库存、采购承诺及相关准备金。受消息影响，Nvidia 股价盘后下跌约 5%。

（转自：吴说）

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