英伟达H20恢复供应,半导体板块为何承压?

天天基金网
16 Jul

昨天,英伟达H20恢复对华出口,黄仁勋亲临北京宣布即日启动交付,还表示将推出面向工业数字孪生场景的RTX Pro GPU。虽然恒生科技表现强势,但是国证芯片、芯片产业等半导体指数却全天疲弱。碰巧有位小伙伴留言:半导体基金还能拿着吗?从他的提问中能看出,担心H20恢复供应之后,是否会令国内半导体产业承压,从而影响芯片板块未来走势。我们先来简单回顾下,近些年几次“禁令”压迫之下,半导体板块是如何表现的...

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