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寒武紀(688256.SH)漲停 英偉達對華出口AI高端芯片受限
格隆匯9月2日丨被稱為“AI芯片第一股”的寒武紀漲停,報價80.78元,為連續第二日大漲,最新市值324億元。英偉達8月31日稱被美國政府要求限制向中國出口兩款被用於加速人工智能任務的最新兩代旗艦GPU計算芯片A100和H100。英偉達昨天最新表示,美國政府授權予公司,出口、再出口、國內轉讓H100芯片,公司仍可向中國出口A100晶片直至明年3月1日。H100是英偉達即將推出的企業AI芯片,預計將於今年年底發貨,它有一部分在中國研發。而A100是較舊的型號,並已經出貨三年。兩者都是可用於超級計算和人工智能的圖形處理器。

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