郭明錤:美國限制向中國出口AI晶片 英特爾是最大輸家
美國商務部限制向中國出售更先進的人工智慧(AI)晶片,意味英偉達(NVDA.US)及英特爾(INTC.US)較難出售產品到中國。天風國際分析師郭明錤認為,英特爾可能是新禁令的最大輸家,因為英特爾AI晶片Habana Gaudi 2的客戶主要來自中國。
郭明錤指出,如果超微半導體(AMD.US)的股價因為新禁令而下跌,反而提供短線買入機會,因為超微目前的主要客戶以北美雲端服務供應商(CSP)或服務平台商為主。
他認為,英偉達無疑將受新禁令的負面影響,因為中國客戶對AI晶片需求強勁,需密切觀察其他客戶的需求是否能夠抵銷相關影響。根據他的調查,英偉達內部已就美國可能進一步禁止銷售圖形處理器L40S擬定對策。
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