综合行业周报:存储依然高景气 H200有望获批对华出口

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Dec 14

电子:H200 有望获批对华出口,长期看好国产替代2025 年12 月9 日美国总统特朗普宣布在确保美国国家安全的前提下,将“允许英伟达向中国及其他国家的合格客户交付其H200 芯片产品”,而被允许出口的芯片不会包含Blackwell 芯片和即将发布的Rubin 芯片。同时芯片销售收入的25%将支付给美国政府。相比此前获批出口的H20,H200 在算力、内存、互联等方面规格都有所升级。我们认为...

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