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KEVIN EDWARD
2025-04-17
[正经]
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EDWARD","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4200101643834312","idStr":"4200101643834312"},"themes":[],"htmlText":"<a href=\"\">[正经] </a>","listText":"<a href=\"\">[正经] </a>","text":"[正经] ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/425545761448160","repostId":"2528745499","repostType":2,"repost":{"id":"2528745499","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1744899106,"share":"https://ttm.financial/m/news/2528745499?lang=en_US&edition=fundamental","pubTime":"2025-04-17 22:11","market":"sh","language":"en","title":"AMD, Micron, Broadcom Stocks Hit by AI Rules and Tariff Uncertainty","url":"https://stock-news.laohu8.com/highlight/detail?id=2528745499","media":"Dow Jones","summary":"$Advanced Micro Devices(AMD)$, $Broadcom(AVGO)$, and $Micron Technology(MU)$ wavered Thursday after suffering another blow from President Donald Trump's trade policy and despite analysts lowering esti","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>, <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, and <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> wavered Thursday after suffering another blow from President Donald Trump's trade policy and despite analysts lowering estimates due to restrictions on artificial-intelligence chips to China.</p><p>AMD stock traded 1.3% lower on Thursday. That follows a 7.4% drop Wednesday after news broke that U.S. exports of certain AI chips would now be subject to new licensing requirements.</p><p>While not an outright ban, it appears no licenses have been granted.</p><p>Broadcom stock fell 1.5% to $172, and Micron stock dropped 2.45% to $67.64; Nvidia stock slid 3.7% to $100.62.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dc44428a6391b58f45be0b87e0ad5e46\" tg-width=\"489\" tg-height=\"654\"/></p><p>This week, the first shots were fired in the trade war in the tech world, Wedbush analyst Daniel Ives wrote Thursday. "This is just the beginning of what is going to be a long and drawn-out process between the U.S. and China with 145% reciprocal tariffs now in place and the Street/market now waiting for any signs or tea leaves of some negotiations to kick off, " he said.</p><p>"<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and U.S. Big Tech [are] caught in the eye of this Category 5 storm."</p><p>Products in the export restrictions would include AMD's MI308, Nvidia's H20, as well as any other chips with similar memory or bandwidth.</p><p>AMD said it expects to apply for licenses, but there are no assurances they'll be granted. The company also predicted an $800 million hit for inventory, purchase commitments, and related reserves.</p><p>"Clearly, we may need to wait for the Trump administration to finish its tariff and regulatory exploits before shares of Nvidia (and any semis company with sales into China) can get relief," Melius analysts led by Ben Reitzes wrote. "However, it will be good to finally get this China sales overhang behind us," Melius added, referring to the event as "whiplash strik[ing] again."</p><p>KeyBanc analyst John Vinh lowered his 2025 estimates on AMD revenue and earnings per share by 7% and 13%, respectively, due to the export restrictions, maintaining a Sector Weight rating on shares.</p><p>On the flip side, Jefferies analysts led by Blayne Curtis highlighted multiple positive signals for AI demand, however, "don't see [Nvidia] stock working until these AI rules and tariff impacts are better understood."</p><p>The iShares Semiconductor exchange-traded fund has dropped over 20% and was slightly down again early Thursday.</p><p>An earnings report from chip maker Taiwan Semiconductor Manufacturing early Thursday also helped ease worries around chip tariffs. Demand for TSMC's products outside of China remains "really strong," Chief Financial Officer Wendell Huang said in a statement.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD, Micron, Broadcom Stocks Hit by AI Rules and Tariff Uncertainty</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD, Micron, Broadcom Stocks Hit by AI Rules and Tariff Uncertainty\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-04-17 22:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>, <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, and <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> wavered Thursday after suffering another blow from President Donald Trump's trade policy and despite analysts lowering estimates due to restrictions on artificial-intelligence chips to China.</p><p>AMD stock traded 1.3% lower on Thursday. That follows a 7.4% drop Wednesday after news broke that U.S. exports of certain AI chips would now be subject to new licensing requirements.</p><p>While not an outright ban, it appears no licenses have been granted.</p><p>Broadcom stock fell 1.5% to $172, and Micron stock dropped 2.45% to $67.64; Nvidia stock slid 3.7% to $100.62.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dc44428a6391b58f45be0b87e0ad5e46\" tg-width=\"489\" tg-height=\"654\"/></p><p>This week, the first shots were fired in the trade war in the tech world, Wedbush analyst Daniel Ives wrote Thursday. "This is just the beginning of what is going to be a long and drawn-out process between the U.S. and China with 145% reciprocal tariffs now in place and the Street/market now waiting for any signs or tea leaves of some negotiations to kick off, " he said.</p><p>"<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and U.S. Big Tech [are] caught in the eye of this Category 5 storm."</p><p>Products in the export restrictions would include AMD's MI308, Nvidia's H20, as well as any other chips with similar memory or bandwidth.</p><p>AMD said it expects to apply for licenses, but there are no assurances they'll be granted. The company also predicted an $800 million hit for inventory, purchase commitments, and related reserves.</p><p>"Clearly, we may need to wait for the Trump administration to finish its tariff and regulatory exploits before shares of Nvidia (and any semis company with sales into China) can get relief," Melius analysts led by Ben Reitzes wrote. "However, it will be good to finally get this China sales overhang behind us," Melius added, referring to the event as "whiplash strik[ing] again."</p><p>KeyBanc analyst John Vinh lowered his 2025 estimates on AMD revenue and earnings per share by 7% and 13%, respectively, due to the export restrictions, maintaining a Sector Weight rating on shares.</p><p>On the flip side, Jefferies analysts led by Blayne Curtis highlighted multiple positive signals for AI demand, however, "don't see [Nvidia] stock working until these AI rules and tariff impacts are better understood."</p><p>The iShares Semiconductor exchange-traded fund has dropped over 20% and was slightly down again early Thursday.</p><p>An earnings report from chip maker Taiwan Semiconductor Manufacturing early Thursday also helped ease worries around chip tariffs. Demand for TSMC's products outside of China remains "really strong," Chief Financial Officer Wendell Huang said in a statement.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","AVGO":"博通","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","NVDA":"英伟达","BK4612":"AI芯片","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","AMD":"美国超微公司","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","BK4550":"红杉资本持仓","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","IE00BGHQF631.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","MU":"美光科技","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2528745499","content_text":"Advanced Micro Devices, Broadcom, and Micron Technology wavered Thursday after suffering another blow from President Donald Trump's trade policy and despite analysts lowering estimates due to restrictions on artificial-intelligence chips to China.AMD stock traded 1.3% lower on Thursday. That follows a 7.4% drop Wednesday after news broke that U.S. exports of certain AI chips would now be subject to new licensing requirements.While not an outright ban, it appears no licenses have been granted.Broadcom stock fell 1.5% to $172, and Micron stock dropped 2.45% to $67.64; Nvidia stock slid 3.7% to $100.62.This week, the first shots were fired in the trade war in the tech world, Wedbush analyst Daniel Ives wrote Thursday. \"This is just the beginning of what is going to be a long and drawn-out process between the U.S. and China with 145% reciprocal tariffs now in place and the Street/market now waiting for any signs or tea leaves of some negotiations to kick off, \" he said.\"Nvidia and U.S. Big Tech [are] caught in the eye of this Category 5 storm.\"Products in the export restrictions would include AMD's MI308, Nvidia's H20, as well as any other chips with similar memory or bandwidth.AMD said it expects to apply for licenses, but there are no assurances they'll be granted. The company also predicted an $800 million hit for inventory, purchase commitments, and related reserves.\"Clearly, we may need to wait for the Trump administration to finish its tariff and regulatory exploits before shares of Nvidia (and any semis company with sales into China) can get relief,\" Melius analysts led by Ben Reitzes wrote. \"However, it will be good to finally get this China sales overhang behind us,\" Melius added, referring to the event as \"whiplash strik[ing] again.\"KeyBanc analyst John Vinh lowered his 2025 estimates on AMD revenue and earnings per share by 7% and 13%, respectively, due to the export restrictions, maintaining a Sector Weight rating on shares.On the flip side, Jefferies analysts led by Blayne Curtis highlighted multiple positive signals for AI demand, however, \"don't see [Nvidia] stock working until these AI rules and tariff impacts are better understood.\"The iShares Semiconductor exchange-traded fund has dropped over 20% and was slightly down again early Thursday.An earnings report from chip maker Taiwan Semiconductor Manufacturing early Thursday also helped ease worries around chip tariffs. Demand for TSMC's products outside of China remains \"really strong,\" Chief Financial Officer Wendell Huang said in a statement.","news_type":1,"symbols_score_info":{"MU":1.1,"AMD":1.1,"AVGO":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
