芯片股继续走弱 美批准对华出售英伟达H200芯片 或对国产AI芯片厂商构成压力

智通财经
Dec 16, 2025

芯片股继续走弱,截至发稿,中芯国际(00981)跌3.79%,报62.25港元;华虹半导体(01347)跌2.97%,报65.3港元;ASMPT(00522)跌2.39%,报73.4港元;上海复旦(01385)跌2.24%,报40.16港元。消息面上,特朗普近日宣布将允许英伟达向包括中国在内的“获准客户”出口其H200人工智能芯片,条件是美国政府将从这些销售中获得25%的分成。东海证券表示,此举或...

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