本周观点市场方面，上周通信（申万）指数上涨7.56%，同期上证综指上涨0.69%，深证成指上涨2.04%。上周，英伟达CEO黄仁勋参加中国国际供应链促进博览会，我们观察到：1）英伟达H20将恢复对华供货，此外英伟达亦宣布对华推出一款全新且完全兼容的RTX PRO GPU，此前H20禁售曾导致1Q25英伟达计提55亿元库存减值，也是国内互联网厂商（百度、阿里、腾讯）一季度资本开支未能按计划投入的原因...
Source Link本周观点市场方面，上周通信（申万）指数上涨7.56%，同期上证综指上涨0.69%，深证成指上涨2.04%。上周，英伟达CEO黄仁勋参加中国国际供应链促进博览会，我们观察到：1）英伟达H20将恢复对华供货，此外英伟达亦宣布对华推出一款全新且完全兼容的RTX PRO GPU，此前H20禁售曾导致1Q25英伟达计提55亿元库存减值，也是国内互联网厂商（百度、阿里、腾讯）一季度资本开支未能按计划投入的原因...
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