摩根士丹利发表研究报告指，英伟达(NVDA.US) 透露已正式提交在中国销售H20 GPU的申请，预料将获美国政府核发许可证，估算目前台湾半导体供应链已准备好约100万片H20芯片库存，但目前台积电(TSM.US) 尚未启动新生产线，预料H20恢复供货将利好台积电及京元电子，但对中芯国际(00981.HK) 等中国本土GPU代工厂将带来压力。
另外，有指英伟达未来数月将推出专为中国市场设计的RTX Pro 6000 Blackwell人工智能芯片，大摩认为该芯片最终性能表现、价格及性价比将成为中国云服务商采购关键考虑因素。(gc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-16 12:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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