一些财经速递：英伟达遭砍单，美PPI低于预期

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一些财经速递：英伟达遭砍单，美PPI低于预期

塔子哥的随笔01-14

1.英伟达的Blackwell再次遇到问题，据说为过热和机架的连接问题，微软，亚马逊等大客户砍单，微软的凤凰城数据中心现在全是H200——本以为是GB200；不管怎么说，性能跟不上，客户希望获得解决or替代方案。郭明𫓹指出，GB200 NVlink72出货量或显著低于此前预期，需要等到Q2甚至明年方可大批量出货，这对英伟达今年业绩料造成负面影响。据报道称，因过热和连接问题，部分客户削减了...

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GB200机架的订单。例如，有客户选择等待可能在今年下半年推出的改进版本，另一些则计划采购英伟达的旧款AI芯片作为替代方案。虽然英伟达推荐整机架方案，但部分客户可能改为单独购买Blackwell芯片以便自行组装。尽管面临挑战，英伟达仍有机会挽回局面。如果能够及时解决这些技术问题，客户或许会重新增加订单。此外，尽管机架存在问题，Blackwell芯片的性能仍然优于上一代产品，英伟达可能会为问题机架找到其他买家。英伟达去年11月曾预测，新一代AI芯片Blackwell将在今年第一季度为公司带来数十亿美元的收入，并助推其全年数据中心芯片收入从475亿美元增长至1500亿美元。Blackwell芯片的高能效本是吸引云服务提供商的关键因素，这些供应商希望在固定能源条件下实现更高的计算效率。2.苹果24年出货量同比跌2%，全球智能手机出货量则为增6%；也有机构指出其24年市占率18.7%连续两年为全球第一，不过郭明𫓹指出，苹果智能带动的换机潮并未体现，供应链下调了出货量8%~10%。3.台积电周四即将公布财报，此前Q4销售额约为8684.6亿新台币，略超市场预期，但不及其指引上限；净利润或为3500亿新台币，同比增近80%。CoWoS和海外工厂产能，客户需求以及资本开支是重点，笔者届时会给出财报解读。4.美PPI数据低于预期，12月PPI同比增3.3%环比增0.2%，核心PPI同比增3.5%环比0增长，考虑到近期强劲的就业数据和价格读数，这个领先指标让人有所放松，CPI报告或许不如预期的火热。不过，美联储本月不降息的决策不太可能被打破，只能看3月或者上半年能不能降息了。5.礼来预计2025年收入将在580亿美元至610亿美元之间，市场预估为587.2亿美元；预计2025年收入增长将来自新药JAYPIRCA、EBGLYSS、OMVOH和KISUNLA。6.纽约联储数据显示美国短期通胀预期略微反弹，长期通胀预期则有所回落。6.日央行暗示下周加息，日本股债双杀；英镑兑美元盘中跌破1.21，测试1.20的关口。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}