英伟达在人工智能(AI)计算芯片市场占据主导地位,但自今年4月关税引发的大规模抛售加剧了人们对AI支出可能回落的担忧以来,该公司股价出现戏剧性的逆转。此后,该公司最大的客户继续向AI服务开发投入更多资金,投资者纷纷回归,推动其股价在不到四个月的时间里上涨80%以上。最新一轮上涨的动力源于,英伟达宣布计划在获得美国政府批准后恢复在中国销售AI芯片H20。分析师表示,唐纳德·特朗普政府的政策逆转可能...
Source Link英伟达在人工智能(AI)计算芯片市场占据主导地位,但自今年4月关税引发的大规模抛售加剧了人们对AI支出可能回落的担忧以来,该公司股价出现戏剧性的逆转。此后,该公司最大的客户继续向AI服务开发投入更多资金,投资者纷纷回归,推动其股价在不到四个月的时间里上涨80%以上。最新一轮上涨的动力源于,英伟达宣布计划在获得美国政府批准后恢复在中国销售AI芯片H20。分析师表示,唐纳德·特朗普政府的政策逆转可能...
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