自去年9月科技板块领衔上涨,之后市场就开启了一轮阶段性的轮动行情。整个科技板块因AI而起,今次可能还会继续因AI再次回暖。英伟达将重新开始向中国市场销售H20芯片,对AI板块是一个比较明显的好消息,国内市场对高性能AI芯片的需求巨大,之前的出口限制造成了严重的供应短缺和不确定性。H20的供应将为国内AI公司,尤其是大模型研发和应用落地企业,提供更稳定、更易获取的算力基础,缓解“算力焦虑”。这也是...
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