智通财经APP获悉，鸿海系集体走高，截至发稿，富智康集团(02038)涨7.87%，报12.06港元；鸿腾精密(06088)涨5.2%，报2.63港元。此外，A股工业富联(601138.SH)收涨5.13%，报27.25元。
消息面上，英伟达将恢复对中国的H20销售，并推出全新合规GPU。信达证券指出，H20作为英伟达面向中国市场的主力合规 AI芯片，其恢复供应或将满足国内积压的部分算力需求。此前因许可证不确定性导致的产业链订单延迟与观望情绪有望缓解，英伟达核心供应商的订单可见度与出货节奏或将回归明朗，H2 起业绩增长动能有望继续增强。
7月5日，鸿海精密公布数据显示，受益于AI服务器和iPhone强劲需求推动，公司二季度营收同比增长15.8%，达到新台币1.8万亿元，基本符合市场预期，预计下一季度营收将实现环比和同比双增长。AI供应链需求持续强劲，主要源于云服务提供商的支出保持稳定。而iPhone生产订单的增加则主要来自潜在关税影响前客户对加急交付的需求。
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