英伟达和超微半导体的股价双双上扬，引发市场关注。英伟达（NVDA.O）作为芯片设计巨头，其股价劲升3.4%，收于169.63美元；竞争对手超微半导体（AMD.O）则大涨6.2%，站上155.19美元。这一涨势源于中国芯片销售恢复前景的乐观信号。
英伟达已向美国政府提交申请，计划重启H20图形处理单元对华销售，预计不久将获得许可证。与此同时，超微半导体也收到美国商务部通知，其MI308芯片出口中国的许可证申请即将进入审查阶段。这些进展提振了投资者信心。
分析师机构威廉布莱尔预测，在2026财年，英伟达每股收益将增加30美分，前提是中国市场年收入从2025财年的171.1亿美元增至约200亿美元。伯恩斯坦则强调，英伟达在中国市场仍具竞争力，这显著降低了结构性风险。
年内表现方面，截至最近收盘，英伟达累计上涨约22%，超微半导体涨幅达21%，双双超越费城半导体指数约13%的涨幅。市场波动性和行业复苏预期共同推动这一强劲走势。
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