【券商聚焦】招银国际:对华恢复H20/MI308供应 利好AI服务器/零组件供应链

金吾财讯
Jul 16

金吾财讯 | 招银国际表示,英伟达声明已获美国政府保证可恢复对华销售H20芯片,并宣布推出完全合规的中国特供版RTX PRO GPU。另据报道,AMD正筹备恢复MI308对华出货。根据该机构前期分析,英伟达上季度55亿美元库存减记对应110万颗H20芯片和13.8万台H20服务器,而2024年向中国实际交付约100万颗芯片/12.5万台服务器,占当年中国AI服务器市场(42万台)的30%。据...

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