《股市簡訊》A股AI芯片股勁揚寒武紀漲超5%，禁用英偉達報導提振國產替代預期

路透中文

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《股市簡訊》A股AI芯片股勁揚<a href="https://laohu8.com/S/688256">寒武紀</a>漲超5%，禁用英偉達報導提振國產替代預期

* 中國本土人工智能（AI）芯片股週四勁揚，寒武紀688256.SS一度漲5.6%，有關中國監管禁止本土互聯網巨頭在新數據中心中部署Nvidia芯片的報導提振了本土替代的預期。

* 中證全指半導體產品與設備指數.CSIH30184盤中一度漲3.4%。海光信息688041.SS至多飆升9%，晶圓代工巨頭--中芯國際A股688981.SS漲3.6%。

* The Information週三援引兩名公司員工的話報導，中國監管機構已禁止TikTok母公司字節跳動在新數據中心部署NvidiaNVDA.O芯片。據報，字節跳動在2025年購買的Nvidia芯片數量超過了其他任何一家中國公司，原因是該公司正競相為其超過10億的用戶確保計算能力，同時擔心華盛頓可能會限制供應。

* 路透本月早些時候報導稱，中國政府已發佈指導意見，要求所有獲得國家資金支持的新數據中心項目必須僅使用國產人工智能芯片。（完）

更多股市簡訊請點選CN-CMN-HOT

(發稿林宇涵；審校吳雲凌)

((yuhan.lin@thomsonreuters.com;))

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((yuhan.lin@thomsonreuters.com;))","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}