中国有嘻哈

财报公布在即分析师关注英伟达融资、市场份额等_我的网站

中国惊奇先生

A | 　　英伟达即便业绩亮眼，或许仍不足以说服心存疑虑的投资者。 London, Oct 17 (UNI) In a bid to help reassure jittery UK markets before they opened on Monday, the Liz Truss government announced Chancellor Jeremy Hunt will fast track both tax and spending measures.

Announcements by lunchtime and then a statement to the House of Commons will see many billions more in reversals of policy, to plug a hole in borrowing forecasts worth tens of billions, the BBC reported.

"The Chancellor will make a statement later today, bringing forward measures from the Medium-Term Fiscal Plan that will support fiscal sustainability," a Treasury spokesman said.

It is the latest of a series of U-turns on policies announced in the mini-budget. Many billions of pounds worth of tax and spending measures from his debt plan will be fast tracked as per the announcement that came a fortnight earlier than expected.

The Treasury will outline details of the plans later in the day, the BBC reported.

The pound gained around 0.5 per cent higher in early Asia trade on Monday to trade above $1.12.

The announcement of the 18 billion pound U-turn on corporation tax on Friday and the firing of Kwasi Kwarteng as chancellor did not calm rising UK government borrowing costs.

On Sunday, Hunt told the media that nothing was off the table.

UNI ING。　　英伟达今年股价累计上涨14%，但已较5月份高点大幅回落；市场对该股以及其他AI热潮关联个股的投资热情正在消退。多家华尔街分析师表示，他们将密切关注英伟达高管周三的表态，希望获取该公司近期融资交易的最新信息——这类交易能够反映AI基础设施建设的景气度，同时也会关注其他议题。　　以下为分析师希望进一步了解的核心问题：　　融资交易　　近期一系列投资及融资协议引发市场对于循环交易的担忧，甚至有人将其与互联网泡沫时期做类比。多家华尔街分析师称，希望英伟达能够给出更多依据，证明美国AI基建投入具备可持续性。　　高盛在近期研报中指出，投资者尤其希望了解这家芯片厂商本月早些时候公布的5000亿美元融资平台的更多细节。　　内存成本上行　　即便是华尔街看多英伟达的部分机构，也高度关注英伟达针对内存成本上涨的表态。　　不过韦德布什证券周一向客户表示，有报道称英伟达芯片涨价，同时其已与供应商敲定2027年有利的供货定价，该机构对内存涨价挤压英伟达利润率的担忧已经有所缓解。　　韦德布什写道：上述进展“大概率能让英伟达明年维持利润绝对额（即便利润率百分比可能下滑）。

B | ”　　Rubin芯片产品路线　　部分市场观察人士认为，内存零部件短缺推高价格，或将对产品供应造成负面影响。　　花旗分析师近期向客户预警：Rubin是英伟达爆款Blackwell（布莱克韦尔）AI芯片的继任产品，其落地部署规模，“受内存供应约束的程度，或将超出我们此前的预期”。　　市场份额　　AMD等对手竞争加剧，英伟达如何看待自身市场份额前景，也将成为周三财报电话会的焦点。