英伟达与超微半导体公司股价获得提振，因两家企业获准恢复向中国市场销售人工智能芯片。这一进展使它们的可寻址市场规模进一步扩大5%至10%，不仅帮助其通过与深度求索等中国软件开发者合作来主导全球科技格局，还强化了对华为等新兴竞争者的应对能力。分析师上调英伟达和AMD的目标股价至220美元与175美元，主要基于今明两年盈利潜力的显著提升。英伟达股价攀升4%至170.70美元，AMD则上涨6.4%至155.61美元。
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