* 在美上市的中国数据中心运营商--万国数据GDS.O、世纪互联VNET.O周二盘前一度冲高13%和16.2%,此前英伟达NVDA.O宣布将重启对华销售H20芯片。
* Nvidia(辉达/英伟达)稍早表示,公司正在向美国政府申请恢复向中国销售H20图形处理器(GPU),预计很快就能获得许可。Nvidia首席执行官黄仁勋几天前与美国总统特朗普会面后,目前正在北京进行访问。
* 花旗分析师在报告中指出,若英伟达最终能够向中国CSP(云服务供应商)出售堆积的H20库存,可能会出现更多订单,并推动万国数据和世纪互联的营收上行风险。
* 英伟达美股盘前一度跳涨4.5%。上周,英伟达突破4万亿美元市值,成为全球首家达到这一里程碑的上市公司。
* 在美上市的多数中国科网股上扬,受益于互联网和云计算板块情绪转好。中国电商巨头--阿里巴巴美股BABA.N盘前至多升6.7%,百度BIDU.O扬3.7%。(完)
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(发稿 林宇涵;审校 张喜良)
((yuhan.lin@thomsonreuters.com;))
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