《大行》高盛:美准許英偉達(NVDA.US)AI晶片對華出口緩解中國晶片短缺
高盛報告指,英偉達(NVDA.US)昨日(15日)稱美國政府將授予其對中國市場定制H20人工智能圖像處理器(AI GPU)出口許可,公司希望很快開始交付。此外,英偉達計劃推出全新出口中國定制合規晶片RTX Pro GPU。
該行料市場對消息反應正面,因英偉達恢復向中國出口AI GPU有望緩解中國晶片短缺,該問題已影響中國雲服務平台資本支出及中國數據中心營運商的訂單能見度。
該行在中國雲服務和數據中心領域的「買入」評級股票包括雲服務平台阿里巴巴(BABA.US)(09988.HK)、騰訊(00700.HK)及百度(BIDU.US)(09888.HK),以及數據中心營運商萬國數據(GDS.US)(09698.HK)和世紀互聯(VNET.US),對萬國數據的目標價由36港元上調至39港元。對金山雲(KC.US)(03896.HK)持「中性」評級,對光環新網(300383.SZ)予「沽售」評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.