Why Jim Cramer says Nvidia may score a win in China — plus, CrowdStrike gets downgraded
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最新报道：Jim Cramer suggests Nvidia could gain an edge in China's AI chip market despite U.S. export restrictions, as the company reportedly develops compliant chips for Chinese clients. Meanwhile, Crowdstrike shares fell after a Morgan Stanley downgrade citing valuation concerns, though the firm maintains strong cybersecurity demand. Cramer also highlighted Taiwan Semiconductor's strong position as a key supplier for AI chips, with analysts raising price targets following its robust earnings report. The comments come amid ongoing tensions in the semiconductor sector between the U.S. and China.
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