美国出口管制政策微调,英伟达H20与AMD的MI308出口中国大陆解禁。法人看好,两大美厂出货恢复有利半导体链库存去化,台积电(2330)、致茂(2360)、金像电(2368)、台光电(2383)、台耀(6274)等可望受惠。美国对AI芯片出口大陆立场出现转变。英伟达与AMD双双证实已获得美方核准,恢复部分产品出货至大陆市场。大陆市场也可望加速AI基础建设,市场分析,博通、迈威尔等厂商亦可望搭上...
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