智通财经APP获悉，南方两倍做多英伟达(07788)拉升逾6%，截至发稿，涨6.44%，报209.9港元，成交额2287.6万港元。
消息面上，英伟达(NVDA.US)美股夜盘短线拉升，现涨近2%。据市场媒体报道，消息人士称，美国已允许阿里巴巴-W(09988)、字节跳动、腾讯控股(00700)和京东集团-SW(09618)在内的10家中国企业购买英伟达H200芯片。联想集团(00992)与富士康等分销企业也能购买。
值得一提的是，美国特朗普时隔9年再访华，十余家美国知名企业高管随团访华，其中包括苹果首席执行官蒂姆·库克、英伟达创始人兼首席执行官黄仁勋、特斯拉公司首席执行官埃隆·马斯克等。另外，随着近期英伟达CEO黄仁勋访华，引发市场对芯片供应改善的猜测。
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