* 中国本土人工智能（AI）芯片股周四劲扬，寒武纪688256.SS一度涨5.6%，有关中国监管禁止本土互联网巨头在新数据中心中部署Nvidia芯片的报导提振了本土替代的预期。
* 中证全指半导体产品与设备指数.CSIH30184盘中一度涨3.4%。海光信息688041.SS至多飙升9%，晶圆代工巨头--中芯国际A股688981.SS涨3.6%。
* The Information周三援引两名公司员工的话报导，中国监管机构已禁止TikTok母公司字节跳动在新数据中心部署NvidiaNVDA.O芯片。据报，字节跳动在2025年购买的Nvidia芯片数量超过了其他任何一家中国公司，原因是该公司正竞相为其超过10亿的用户确保计算能力，同时担心华盛顿可能会限制供应。
* 路透本月早些时候报导称，中国政府已发布指导意见，要求所有获得国家资金支持的新数据中心项目必须仅使用国产人工智能芯片。（完）
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(发稿 林宇涵；审校 吴云凌)
((yuhan.lin@thomsonreuters.com;))
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