英伟达(NVDA.O)股价在周二盘前交易中大幅上扬3.7%，报170.25美元，主要驱动因素是公司宣布计划恢复向中国市场销售其H20 AI芯片。周一，英伟达表示已向美国政府提交申请，以重启H20图形处理器（GPU）对华出口业务，并预计很快获得相关许可。首席执行官黄仁勋定于周三在北京举行媒体简报会，此举进一步激发了市场乐观情绪。今年5月，有报道指出英伟达正筹备在中国推出基于RTX Pro 6000D的新型AI芯片，其定价远低于H20型号。上周，英伟达市值突破4万亿美元大关，成为全球首家达到这一里程碑的上市公司。年初至今，英伟达股价累计上涨22.2%。与此同时，费城半导体指数(.SOX)年初至今涨幅约13.4%，但仍未触及2024年7月的历史高点。
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