报告要点：本周（2025.7.14-2025.7.20）市场回顾1）海外AI 芯片指数本周上涨4.3%，美国批准英伟达H20 和AMD 的MI308 芯片重新出口到中国，带动海外芯片指数出现较大涨幅。AMD股价上涨超过7%，英伟达和台积电涨幅超4%，博通和Marvell 涨幅近3%。2）国内AI 芯片指数本周上涨1.7%。寒武纪涨幅超5%，澜起科技和瑞芯微涨幅近3%，中芯国际、长电科技和通富微电...
Source Link报告要点：本周（2025.7.14-2025.7.20）市场回顾1）海外AI 芯片指数本周上涨4.3%，美国批准英伟达H20 和AMD 的MI308 芯片重新出口到中国，带动海外芯片指数出现较大涨幅。AMD股价上涨超过7%，英伟达和台积电涨幅超4%，博通和Marvell 涨幅近3%。2）国内AI 芯片指数本周上涨1.7%。寒武纪涨幅超5%，澜起科技和瑞芯微涨幅近3%，中芯国际、长电科技和通富微电...
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