Description
英伟达 CEO 黄仁勋直言，公司中国市场份额从 95% 降至 0%，今年二季度中国市场收入缩水近 9 亿美元，还称美国政策让其失去全球最大市场之一。但中国本土芯片正加速补位 —— 预计 2025 年本土芯片在 AI 服务器市场占比将达 40%，与外购芯片平分秋色，寒武纪更是交出亮眼2025三季报：前三季营收 46.07 亿元，同比暴增2386.38%。此外，宇数科技推出 H2 人形机器人，腰部模组实现复杂运动升级。本土芯片能快速填补英伟达退出后的算力缺口吗？寒武纪的业绩高增是短期爆发还是长期趋势？欢迎你留言、评论，与我们交流。更多全球财经动态、股市核心事件、行业趋势资讯，尽在财经早咖啡。
Audio
Featured in this Episode
No persons identified in this episode.
Transcription
This episode hasn't been transcribed yet
Help us prioritize this episode for transcription by upvoting it.
0
upvotes
Popular episodes get transcribed faster
Other recent transcribed episodes
Transcribed and ready to explore now
Trump $82 Million Bond Spree, Brazil Tariffs 'Too High,' More
16 Nov 2025
Bloomberg News Now
Ex-Fed Gov Resigned After Rules Violations, Trump Buys $82 Mil of Bonds, More
16 Nov 2025
Bloomberg News Now
THIS TRUMP INTERVIEW WAS INSANE!
16 Nov 2025
HasanAbi
Epstein Emails and Trump's Alleged Involvement
15 Nov 2025
Conspiracy Theories Exploring The Unseen
New Epstein Emails Directly Implicate Trump - H3 Show #211
15 Nov 2025
H3 Podcast
Trump Humiliates Himself on FOX as They Call Him Out
15 Nov 2025
IHIP News