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A股異動丨H20芯片重返中國市場,英偉達概念股走強,恆潤股份、中電港等多股漲停
A股市場英偉達概念股集體走強,其中,恆潤股份、中電港、鴻博股份漲停,順網科技漲超6%,青雲科技、鉑科新材、弘信電子漲超4%,光線傳媒、深信服漲超3%。消息面上,英偉達計劃恢復其H20人工智能芯片對中國的銷售,英偉達昨晚股價收漲4%再創歷史新高。英偉達CEO黃仁勳稱,美國已批準H20芯片銷往中國,英偉達將推出RTXpro GPU。花旗和傑富瑞分析師表示,H20芯片重啓銷售將對中國互聯網數據中心行業產生積極影響,並看好相關個股表現。同時,這一消息有望爲英偉達今年增加數十億美元收入,同時提振中國AI相關企業發展前景。

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