金吾财讯 | 互联网股集体上扬，百度(09888)涨3.99%，快手(01024)涨3.3%，阿里巴巴(09988)涨3%，腾讯音乐(01698)涨2.67%，京东(09618)涨2.32%，腾讯(00700)涨1.26%。美国英伟达公司创始人兼首席执行官黄仁勋昨日在接受总台央视记者采访时宣布两个重要进展：美国已批准H20芯片销往中国，值得注意的是，美国政府今年4月决定禁止英伟达向中国市场销售其H20芯片；英伟达将推出RTXpro GPU，黄仁勋表示，它是专为计算机图形、数字孪生和人工智能设计的。花旗在报告中指出，H20重启销售将对中国IDC(互联网数据中心)行业影响积极，据报，英伟达RTX6000D在2025年的出货量将有100-200万片，这也对相关公司构成利好。杰富瑞在报告中称，英伟达消息利好超大规模云厂商如阿里巴巴、 腾讯控股和百度，以及云服务提供商金山云。预计对人工智能发展敏感的个股也将受益，如快手和美图。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.