异动解读 | 英伟达恢复对华销售H20芯片,世纪互联盘前大涨16.16%

异动解读
Jul 15, 2025

世纪互联(VNET)今日盘前大涨16.16%,引起市场广泛关注。这一显著涨幅与英伟达(NVIDIA)宣布将重启对华销售H20芯片的消息密切相关。

据报道,英伟达正在向美国政府申请恢复向中国销售H20图形处理器(GPU),并预计很快就能获得许可。这一消息对中国数据中心运营商,如世纪互联和万国数据等公司产生了积极影响。花旗分析师指出,如果英伟达最终能够向中国云服务供应商(CSP)出售积压的H20库存,可能会带来更多订单,并推动世纪互联等公司的营收上行。

此外,这一消息也带动了其他在美上市的中国科技股走强。市场普遍认为,英伟达重启对华销售H20芯片将有利于中国云计算和数据中心行业的发展,从而提振了投资者对世纪互联等相关公司未来业绩的预期。随着这一积极消息的持续发酵,投资者将密切关注世纪互联后市表现及其在数据中心市场的潜在增长机会。

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