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港股芯片股多數下跌,ASMPT(00522.HK)、華虹半導體(01347.HK)跌超5%,地平線機器人(09660.HK)、芯智控股(02166.HK)、壁仞科技(06082.HK)跌超4%。
2026-05-14
港股芯片股多數下跌,ASMPT(00522.HK)、華虹半導體(01347.HK)跌超5%,地平線機器人(09660.HK)、芯智控股(02166.HK)、壁仞科技(06082.HK)跌超4%。
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2026-05-14
土耳其央行行長:燃料相關計劃將能源價格上漲對通脹的影響限制在一定範圍內。
土耳其央行行長:燃料相關計劃將能源價格上漲對通脹的影響限制在一定範圍內。
2026-05-14
Short seller Culper Research disclosed a short position in Nvidia, alleging more than 20% of the company’s FY2026 compute revenue remains tied to China despite US export restrictions. The report claims Nvidia-linked products were diverted through Southeast Asian intermediaries including Megaspeed and Malaysia-based Speedmatrix, with alleged connections to Alibaba-backed procurement channels. Culper also alleged Nvidia had the ability to detect diversion activity and questioned CEO Jensen Huang’s
Short seller Culper Research disclosed a short position in Nvidia, alleging more than 20% of the company’s FY2026 compute revenue remains tied to China despite US export restrictions. The report claims Nvidia-linked products were diverted through Southeast Asian intermediaries including Megaspeed and Malaysia-based Speedmatrix, with alleged connections to Alibaba-backed procurement channels. Culper also alleged Nvidia had the ability to detect diversion activity and questioned CEO Jensen Huang’s relationship with Megaspeed-linked executives. The firm argued Nvidia’s China business is now facing structural decline as Beijing increasingly favors domestic AI hardware alternatives.
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