Nvidia新訂購30萬片H20芯片，因中國需求激增

英為財情

2025/07/29

Investing.com - 路透社周二援引未具名消息人士報道，由於中國需求激增，Nvidia (NASDAQ:NVDA)已向合約製造商台積電(TW:2330)下達了30萬片H20人工智能芯片的新訂單。此舉是在特朗普政府本月初允許Nvidia恢復向中國客戶銷售H20芯片之後發生的，這一決定撤銷了4月份旨在限制先進人工智能芯片獲取的禁令。報道稱，這批新訂單將增加現有的60萬至70萬片H20芯片...

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路透社周二援引未具名消息人士報道，由於中國需求激增，Nvidia (NASDAQ:NVDA)已向合約製造商台積電(TW:2330)下達了30萬片H20人工智能芯片的新訂單。\n此舉是在特朗普政府本月初允許Nvidia恢復向中國客戶銷售H20芯片之後發生的，這一決定撤銷了4月份旨在限制先進人工智能芯片獲取的禁令。\n報道稱，這批新訂單將增加現有的60萬至70萬片H20芯片...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2906621\">網頁鏈接</a>\n\n</div>\n","source":"investing_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia新訂購30萬片H20芯片，因中國需求激增</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia新訂購30萬片H20芯片，因中國需求激增\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">英為財情</strong><span class=\"h-time small\">2025-07-29 11:43</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>Investing.com - 路透社周二援引未具名消息人士報道，由於中國需求激增，Nvidia (NASDAQ:NVDA)已向合約製造商台積電(TW:2330)下達了30萬片H20人工智能芯片的新訂單。\n此舉是在特朗普政府本月初允許Nvidia恢復向中國客戶銷售H20芯片之後發生的，這一決定撤銷了4月份旨在限制先進人工智能芯片獲取的禁令。\n報道稱，這批新訂單將增加現有的60萬至70萬片H20芯片...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2906621\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://cn.investing.com/news/stock-market-news/article-2906621\">英為財情</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0823421416.USD","symbol_name":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","start_time":0,"source_url":"https://cn.investing.com/news/stock-market-news/article-2906621","article_id":"2555812870","we_media_id":null,"thumbnails":[],"rights":{"source":"investing_news","url":"https://cn.investing.com/news/stock-market-news/article-2906621","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2555812870","pubTimestamp":1753760580,"columns":[],"sourceInfo":{"source_id":"investing_news","name":"英为财情新闻"},"weMediaInfo":null,"summary":"Investing.com - 路透社周二援引未具名消息人士報道，由於中國需求激增，Nvidia 已向合約製造商台積電下達了30萬片H20人工智能芯片的新訂單。此舉是在特朗普政府本月初允許Nvidia恢復向中國客户銷售H20芯片之後發生的，這一決定撤銷了4月份旨在限制先進人工智能芯片獲取的禁令。報道稱，這批新訂單將增加現有的60萬至70萬片H20芯片庫存。Nvidia首席執行官黃仁勳本月在北京表示，恢復生產可能需要九個月時間。","collect":0,"end_time":0,"defaultTopTitle":"investing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159813":"芯片","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","SNVD.UK":"LS -1X NVIDIA","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","NVDU":"2倍做多NVDA ETF-Direxion","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","2NVD.UK":"2X NVIDIA ETP","LU2063271972.USD":"富兰克林创新领域基金","NVDA":"英伟达","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","NVIW.SI":"NVDA 3xLongSG261006","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","NVDX":"2倍做多NVDA ETF-T-Rex","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1035775433.USD":"AB SICAV I - 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路透社周二援引未具名消息人士報道，由於中國需求激增，Nvidia (NASDAQ:NVDA)已向合約製造商台積電(TW:2330)下達了30萬片H20人工智能芯片的新訂單。\n此舉是在特朗普政府本月初允許Nvidia恢復向中國客户銷售H20芯片之後發生的，這一決定撤銷了4月份旨在限制先進人工智能芯片獲取的禁令。\n報道稱，這批新訂單將增加現有的60萬至70萬片H20芯片庫存。報道還引用SemiAnalysis的數據補充説，該公司在2024年售出了約100萬片H20芯片。\nH20芯片是專為中國市場開發的，雖然計算能力不及Nvidia旗艦H100或Blackwell芯片，但在人工智能競賽中仍然至關重要。Nvidia首席執行官黃仁勳本月在北京表示，恢復生產可能需要九個月時間。\n路透社稱，美國商務部尚未批准出口許可證。H20的迴歸正值華盛頓與北京就關鍵礦產進行談判之際，同時國會議員對人工智能安全問題表示擔憂。\n本文由人工智能協助翻譯。更多信息，請參見我們的使用條款。","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"}}}