《股市简讯》A股半导体指数一度涨1.7%，中美科技博弈下自主可控预期升温

路透中文

2025/04/17

《股市简讯》A股半导体指数一度涨1.7%，中美科技博弈下自主可控预期升温

* 中国股市半导体板块周四早盘再度走强，中证全指半导体产品与设备指数.CSIH30184一度升1.7%，早市收盘涨幅略缩至1.4%；美国对中国的最新科技限制令中国的自主可控预期升温。

* 据英国《金融时报》周三报导，美国芯片制造商英特尔INTC.O已通知中国客户，它将开始需要许可证才能销售其部分先进的人工智能处理器。

* Nvidia(辉达/英伟达)NVDA.O周二表示，在美国政府限制其H20人工智能芯片对中国的出口后，该公司将计提55亿美元费用，中国是其最受欢迎的芯片之一的主要市场。

* AMD(超威/超微)AMD.O周三表示，由于特朗普政府最近限制向中国出口先进处理器，该公司预计将承担高达8亿美元的费用。

* 海通国际报告指出，若英伟达完全退出中国数据中心业务，预计中国数据中心AI（人工智能）芯片市场将重构为华为HWT.UL、寒武纪688256.SS、昆仑芯三家公司主导格局；但国产替代仍面临软件生态短板--CUDA开发者数量是国产生态的200倍，且华为升腾芯片良率仅32%，短期内难以完全填补算力缺口。（完）

更多股市简讯请点选CN-CMN-HOT

(发稿刘珞焱；审校张喜良)

((luoyan.liu@tr.com; +86 021 2083 0166;))

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