香港科技巨头股价上涨，英伟达宣布恢复H20 AI芯片在华销售

英为财情

2025/07/15

Investing.com- 周二，香港上市的中国科技股价格上涨，此前芯片制造巨头英伟达公司(NVIDIA Corporation) (NASDAQ:NVDA)表示将恢复其H20人工智能芯片在中国的销售，这标志着华盛顿与北京之间的贸易关系有所改善。阿里巴巴集团(NYSE:BABA)(HK:9988)、腾讯控股有限公司(HK:0700)和百度公司(HK:9888)(NASDAQ:BIDU)作为英伟达...

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(NASDAQ:NVDA)表示将恢复其H20人工智能芯片在中国的销售，这标志着华盛顿与北京之间的贸易关系有所改善。阿里巴巴集团(NYSE:BABA)(HK:9988)、腾讯控股有限公司(HK:0700)和百度公司(HK:9888)(NASDAQ:BIDU)作为英伟达在中国最大的客户之一，在这一消息公布后股价上涨了1%至2%。这三家公司的表现优于恒生指数的区间震荡走势。作为中国最大的互联网公司，这三家企业是H20芯片的最大买家之一，该芯片是它们人工智能发展雄心的核心。H20芯片在中国的人工智能开发领域广受欢迎，也被字节跳动和DeepSeek等其他巨头所使用。今年以来，中国科技公司一直在稳步增强其人工智能产品，DeepSeek的推出引发了对该板块的本地投资增加的乐观情绪。阿里巴巴、百度和腾讯在这一努力中处于领先地位，并在中国同行中拥有最雄厚的资金实力。多家中国科技巨头被发现在预期美国封锁销售的情况下囤积H20芯片。H20芯片是英伟达专门为中国市场设计的，符合拜登时代的出口限制。但今年早些时候，特朗普政府实际上阻止了该芯片在中国的销售，因为华盛顿对对华销售引入了更多的许可要求。英伟达此前警告称，这些限制将导致其收益损失55亿美元，而首席执行官黄仁勋曾称这些措施是\"失败的\"。\n本文由人工智能协助翻译。更多信息，请参见我们的使用条款。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}