Tuesday, July 15, 2025

SMCI | Benzinga | Supermicro Stock Surges On Trump's AI Push, Eased China Chip Curbs

 

Benzinga

Supermicro Stock Surges On Trump's AI Push, Eased China Chip Curbs

Super Micro Computer Stock Is Getting Interesting (Technical Analysis, Upgrade)

 

Super Micro Computer Stock Is Getting Interesting (Technical Analysis, Upgrade)

SMCI | NVDA | AMD | CRWV | 英伟达H20重返中国市场,释放了什么投资信号?

 

英伟达H20重返中国市场,释放了什么投资信号?


花旗和杰富瑞表示,H20芯片重启销售将对中国互联网数据中心行业产生积极影响。伯恩斯坦估算,英伟达在中国市场收入每恢复100亿美元,就可带来约0.25美元的EPS提升。

英伟达宣布重启H20芯片对华销售,推动中国云服务商和数据中心板块全线上涨。

周一,阿里巴巴港股大涨近7%,金山云和万国数据均大涨超10%,推动恒生科技指数涨超2%。

据央视新闻,英伟达公司创始人兼首席执行官黄仁勋今天在接受总台央视记者采访时宣布,美国已批准H20芯片销往中国。

花旗和杰富瑞分析师表示,H20芯片重启销售将对中国互联网数据中心行业产生积极影响,并看好相关个股表现。同时,这一消息有望为英伟达今年增加数十亿美元收入,同时提振中国AI相关企业发展前景。

  分析师看好国内数据中心板块

花旗分析师Louis Tsang等在报告中指出,H20重启销售将对中国IDC(互联网数据中心)行业影响积极,重申买入世纪互联和万国数据。

Tsang表示,如果英伟达最终能向中国云服务提供商出售H20库存,可能会产生更多订单,并驱动世纪互联和万国数据税息折旧及摊销前利润和营收上行。

据媒体报道,英伟达RTX6000D在2025年的出货量将有100-200万片,这也对相关公司构成利好。

杰富瑞分析师Thomas Chong等人在报告中称,英伟达消息利好超大规模云厂商如阿里巴巴、腾讯和百度,以及云服务提供商金山云。预计对人工智能发展敏感的个股也将受益,如快手和美图。

据央视新闻,美国政府今年4月决定禁止英伟达向中国市场销售其H20芯片。这也是此前中国互联网数据中心板块回调的主要原因。

  H20重启对华销售,对英伟达意味着什么?

媒体报道称,H20芯片重启销售有望帮助英伟达收回此前面临风险的150亿美元数据中心收入中的相当一部分,其中包括原本预期在下半年实现的40-50亿美元收入。

英伟达此前估算,仅二季度因禁令损失高达80亿美元收入。伯恩斯坦认为,由于本季度还有两周结束,预计出货量有限,但下半年可能快速追赶进度。英伟达还计提了45亿美元的库存减值,若出口恢复,或有部分回转可能。

伯恩斯坦估算:

英伟达在中国市场收入每恢复100亿美元,就可带来约0.25美元的EPS提升;

如果能在FY2026(截至2026年1月)恢复150–200亿美元收入,EPS有望提升0.40–0.50美元,相当于当前市场一致预期的10%以上上行空间。

H20重启对华销售的消息公布后,英伟达美股大涨近5%,推动纳指上涨。

伯恩斯坦预计,特朗普政府允许英伟达“有限度”参与中国市场,将有助于维持其在AI生态系统中的长期优势,也更符合产业与风险平衡逻辑。

最快9月推出新版中国定制芯片?

据澎湃新闻,黄仁勋将参加第三届中国国际供应链促进博览会(以下简称链博会),并于16日会见媒体。第三届链博会将于7月16日在北京开幕,英伟达首度参展。

报道称,黄仁勋将出席本届链博会,在会上介绍英伟达的新产品,并重申对中国市场的长期承诺,英伟达最快将于今年9月推出专为中国市场定制的新版AI芯片。

值得注意的是,华尔街见闻此前文章提到,在访华前一天,黄仁勋会见了特朗普。据环球时报报道,据英国路透社、彭博社此前报道,知情人士透露,黄仁勋计划访问中国之际,他将于当地时间10日前往白宫与美国总统特朗普会面。

环球网指出,黄仁勋一直是中国市场的频繁访客,并公开表达美国公司进入全球最大半导体市场的必要性。他此前多次呼吁放宽美国技术出口限制。

What's new in C# 13

 



What's new in C# 13

C# 13 includes the following new features. You can try these features using the latest Visual Studio 2022 version or the .NET 9 SDK:

Beginning with Visual Studio 17.12, C# 13 includes the field contextual keyword as a preview feature.

C# 13 is supported on .NET 9. For more information, see C# language versioning.

You can download the latest .NET 9 SDK from the .NET downloads page. You can also download Visual Studio 2022, which includes the .NET 9 SDK.

You can find any breaking changes introduced in C# 13 in our article on breaking changes.

BA stock | unnatural disasters The Debate Over the Air India Crash: Was It Suicide? By Jeff Wise, a science journalist and private pilot. He is also the co-host of the podcast 'Finding MH370.'

 The release over the weekend of the preliminary report on last month’s deadly crash of an Air India flight has stirred controversy in the aviation community with some asserting that the crash could have been caused only by pilot suicide.

Prior to the report’s release, speculation had swirled for weeks about the cause of the June 12 crash with commentators struggling to interpret grainy video and incomplete tracking data to explain why the plane rose only a few hundred feet after takeoff, then sank back toward the ground before striking the campus of a medical college, killing 19 on the ground and all but one of the 242 people aboard the plane. Some wondered if contaminated fuel might have caused an engine failure or if the flight crew had incorrectly configured the flaps or landing gear.

The 15-page report, which includes information gleaned from the black boxes, puts much of that speculation to rest.

According to the report, the Boeing 787 began its takeoff roll at Ahmedabad’s international airport at 1:37 p.m. The first officer, 32-year-old Cliver Kunder, was at the flight controls in the cockpit’s right seat with the captain, 56-year-old Sumeet Sabharwal, sitting to his left. Assuming that they were following normal procedure, Sabharwal would have been keeping his right hand on the throttle levers, ready to pull the engines to idle if he felt he needed to abort the takeoff.

The initial part of the takeoff roll went smoothly, and at 1:38:33 the aircraft reached 176 mph at a point of the flight known as “V1”: the last opportunity the flight crew has to bring the plane safely to a stop before the end of the runway. Past V1, if anything goes wrong, the flight crew has to keep flying the plane as best they can, no matter what. Accordingly, at that point it is customary for the captain to move his hand away from the throttle.

Two seconds later, the plane reached its takeoff speed of 178 miles per hour; four seconds after that, it lifted off the runway. Three seconds later, someone flipped the fuel cutoff switch for one of the engines, then one second later they flipped the switch for the other one. Both engines began to lose thrust as their fuel ceased to flow into their combustion chambers.

One of the pilots — it’s not yet clear who — asked the other why he had cut off the fuel. The other denied having done so. Ten seconds later, someone moved the fuel switches back to the “run” position.

The fuel began to flow, and the engines reignited. One began to generate increasing thrust, but it was not enough to stop the descent of the plane.

Five seconds after 1:39 p.m., just 30 seconds after takeoff, one of the pilots called “Mayday! Mayday! Mayday!” Two seconds later, the black boxes stopped recording as the plane crashed in a fireball.

While the report declined to speculate as to whether the fuel switches could have been flipped accidentally, many pilots say that this would have been virtually impossible. After V1, neither pilot is supposed to have a hand on the throttle, so an unexpected jolt should not have been able to cause their hand to accidentally hit the switches. Also, the switches are designed in such a way that in order to move one from one position to the other, a person has to first pull it out. An accidental lateral shove by itself is not enough to cause it to move. What’s more, the switches are protected by triangular metal guards to prevent them from being accidentally hit.

The timing is also suspicious. The shutoff occurred just seconds after recovery from engine loss became impossible. The fact that the fuel cutoff switches were moved one second apart indicates that they had not simply been bumped in a single, unintentional act. Given all these facts, some aviation experts have concluded that one of the pilots must have shut off the engines’ fuel intentionally.

“There’s only one real explanation for why that happened,” said Steve Scheibner, an airline pilot who runs a popular YouTube Channel under the handle “Captain Steeeeve,” in a video posted Monday. “You can draw your own conclusions from that.”

In India, airline pilot Mohan Ranganathan drew headlines for publicly laying blame at the feet of the flight crew. “This is a case of deliberate human intervention,” he said. “It was not accidental.”

In response, two pilots unions in India pushed back.

One, the Indian Commercial Pilots Association (ICPA), said in a statement released on Sunday that “there is absolutely no basis for such a claim at this stage … To casually suggest pilot suicide without verified evidence is a gross violation of ethical reporting and a disservice to the dignity of the profession.”

The president of another pilots union, the Airline Pilots’ Association of India (ALPA India), complained that “the investigation is being driven in a direction presuming the guilt of pilots and we strongly object to this line of thought.”

Pilot suicide is rare, but it does happen. In 1997, the captain of a Silkair flight from Jakarta, Indonesia to Singapore apparently pushed the nose down into a nearly vertical descent and crashed. Two years later, the first officer of an EgyptAir flight from New York to Cairo waited until the captain had left to use the toilet, then pushed the plane into a steep dive and crashed it in the Atlantic south of Nantucket. In 2015, the first officer of a Germanwings flight from Barcelona to Cologne waited until the captain had left for a bathroom break, then locked the cockpit door, set the autopilot for zero altitude, and sat passively as the plane descended into the Alps.

While such cases are very uncommon, they occur in an environment in which aircraft, training, and maintenance have become so robust that truly accidental crashes are themselves increasingly rare. The human mind is harder to diagnose and fix than a mechanical flaw.

JOBY stock |